Stock Taper 
POEHLING CAPITAL MANAGEMENT, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Phillips 66 | PSX | 9.02K | $1.52M |
 Sonoco Products Company | SON | 8.13K | $458.41K |
 Arch Capital Group Ltd. | ACGL | 8.09K | $784.73K |
 Arthur J. Gallagher & Co. | AJG | 8.08K | $1.86M |
 FactSet Research Systems Inc. | FDS | 7.87K | $1.81M |
 Booking Holdings Inc. | BKNG | 7.34K | $1.31M |
 Johnson & Johnson | JNJ | 6.78K | $1.72M |
 Teva Pharmaceutical Industries Limited | TEVA | 6.5K | $220.19K |
 Meta Platforms, Inc. | META | 6.47K | $3.65M |
 Fifth Third Bancorp | FITB | 6.32K | $356.26K |
 Walmart Inc. | WMT | 5.99K | $678.01K |
 Canadian Pacific Kansas City Ltd. | CP | 4K | $346.6K |
 Alphabet Inc. | GOOGL | 3.88K | $1.39M |
 Everest Group, Ltd. | EG | 3.87K | $1.38M |
 JPMorgan Chase & Co. | JPM | 3.81K | $1.25M |
 Clear Secure, Inc. | YOU | 3.7K | $206.2K |
 Loews Corporation | L | 3.7K | $418.76K |
 Corning Inc | GLW | 3.42K | $874.59K |
 Lam Research Corporation | LRCX | 3.3K | $1.43M |
 Apollo Global Management, Inc. | APO | 3.08K | $364.04K |