Poehling Capital Management, INC.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sabre Corp | $55.3K | 0.0% |
| E.W. SCRIPPS Co | $70.7K | 0.0% |
| GERON CORP | $100.6K | 0.0% |
| COGNYTE SOFTWARE LTD F | $172.9K | 0.0% |
| VANGUARD HEALTH CARE ETF | $201.5K | 0.0% |
| NEXTERA ENERGY INC | $210.8K | 0.0% |
| Rapid7, Inc. | $212.1K | 0.0% |
| ISHARES CORE MSCI EAFE ETF | $218.6K | 0.0% |
| VANGUARD UTILITIES ETF | $231.3K | 0.0% |
| AppLovin Corp | $235.8K | 0.0% |
| CISCO SYSTEMS, INC. | $236.7K | 0.0% |
| iShares MSCI UAE ETF | $245.1K | 0.1% |
| MGE Energy Inc | $245.3K | 0.1% |
| STATE STRET ENRGY SLECT SEC SPDR ETF | $246.6K | 0.1% |
| Chubb Ltd | $247.8K | 0.1% |
| Philip Morris International Inc. | $249.4K | 0.1% |
| Howard Hughes Holdings Inc. | $253.5K | 0.1% |
| Johnson Controls International plc | $253.8K | 0.1% |
| VANGUARD TOTAL INTERNATIONAL STK ETF | $254.2K | 0.1% |
| BLACKROCK INC NEW | $277.0K | 0.1% |
| ADOBE INC. | $278.2K | 0.1% |
| Illumina Inc | $291.4K | 0.1% |
| CANADIAN PACIFIC KAN F | $294.5K | 0.1% |
| FIFTH THIRD BANCORP | $295.8K | 0.1% |
| ISHARES US OIL GAS EXL PROD ETF | $312.4K | 0.1% |
| VANECK OIL REFINERS ETF | $318.5K | 0.1% |
| Cracker Barrel Old Country Store Inc | $321.0K | 0.1% |
| STATE STREET SPDR S&P BIOTCH ETF | $330.9K | 0.1% |
| HOME DEPOT, INC. | $351.5K | 0.1% |
| ISHARES RUSSELL MID CAP ETF | $361.1K | 0.1% |
| SPDR S&P 500 ETF | $373.0K | 0.1% |
| IAC INC | $378.7K | 0.1% |
| Broadcom Inc. | $382.1K | 0.1% |
| Blackstone Inc | $391.8K | 0.1% |
| LOEWS CORP | $393.6K | 0.1% |
| ISHARES RUSSELL 1000 VALUE ETF | $397.3K | 0.1% |
| Fabrinet | $400.6K | 0.1% |
| ISHARES CORE S&P SMALL CAP ETF | $407.8K | 0.1% |
| CLOROX CO /DE | $432.1K | 0.1% |
| RTX Corp | $436.9K | 0.1% |
| Constellation Energy Corp | $443.4K | 0.1% |
| MCDONALD'S CORP | $444.2K | 0.1% |
| APOLLO GLOBAL MGMT INC N CLASS CLASS A | $445.4K | 0.1% |
| ISHARES US AEROSPACE DEFENSE ETF | $504.5K | 0.1% |
| KRANESHARES CSI CHINA INTERNET ETF | $539.4K | 0.1% |
| LAM RESH CORP | $564.9K | 0.1% |
| ADVANCED MICRO DEVICES INC | $574.4K | 0.1% |
| Palantir Technologies Inc | $596.0K | 0.1% |
| Bausch Health Companies Inc.BHC | $597.8K | 0.1% |
| VANGUARD S&P 500 ETF | $607.7K | 0.1% |