Poehling Capital Management, INC.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $2.65M | 0.5% |
| AMERICAN INTERNATIONAL GROUP, INC. | $2.55M | 0.5% |
| NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.53M | 0.5% |
| Salesforce Inc | $2.49M | 0.5% |
| Sphere Entertainment Co. | $2.38M | 0.5% |
| J M SMUCKER Co | $2.18M | 0.4% |
| CNH Industrial N.V. | $2.12M | 0.4% |
| SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS | $2.12M | 0.4% |
| CARRIER GLOBAL Corp | $2.03M | 0.4% |
| T Rowe Price Group Inc | $1.97M | 0.4% |
| STARBUCKS CORP | $1.89M | 0.4% |
| Netflix Inc | $1.86M | 0.4% |
| ALTRIA GROUP, INC. | $1.80M | 0.4% |
| SLB LIMITED/NV | $1.74M | 0.4% |
| Coterra Energy Inc. | $1.73M | 0.4% |
| Becton Dickinson & Co | $1.60M | 0.3% |
| VANGUARD TOTAL STOCK MARKET ETF | $1.59M | 0.3% |
| Organon & Co. | $1.55M | 0.3% |
| GENERAC HOLDINGS INC. | $1.38M | 0.3% |
| JPMORGAN CHASE & CO | $1.37M | 0.3% |
| Franklin Resources, Inc. | $1.31M | 0.3% |
| EVEREST GROUP, LTD. | $1.31M | 0.3% |
| SHELL PLC F TENDER OFFER EXP: | $1.26M | 0.3% |
| Booking Holdings Inc | $1.23M | 0.3% |
| JOHNSON & JOHNSON | $1.21M | 0.2% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $1.19M | 0.2% |
| Phillips 66 | $1.19M | 0.2% |
| TechnipFMC plc | $1.15M | 0.2% |
| BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS | $982.8K | 0.2% |
| PFIZER INC | $938.0K | 0.2% |
| MOLSON COORS BEVERAGE CO | $916.1K | 0.2% |
| US BANCORP \DE | $903.1K | 0.2% |
| Alphabet Inc. | $800.6K | 0.2% |
| DXC Technology Company | $775.5K | 0.2% |
| ISHARES RUSSELL 1000 GROWTH ETF | $772.4K | 0.2% |
| ARCH CAPITAL GROUP LTD. | $758.2K | 0.2% |
| Fastenal Co | $751.4K | 0.2% |
| Walmart Inc. | $661.1K | 0.1% |
| AbbVie Inc. | $648.9K | 0.1% |
| DEERE & CO | $648.1K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $623.5K | 0.1% |
| VANGUARD S&P 500 ETF | $607.7K | 0.1% |
| Bausch Health Companies Inc.BHC | $597.8K | 0.1% |
| Palantir Technologies Inc | $596.0K | 0.1% |
| ADVANCED MICRO DEVICES INC | $574.4K | 0.1% |
| LAM RESH CORP | $564.9K | 0.1% |
| KRANESHARES CSI CHINA INTERNET ETF | $539.4K | 0.1% |
| ISHARES US AEROSPACE DEFENSE ETF | $504.5K | 0.1% |
| APOLLO GLOBAL MGMT INC N CLASS CLASS A | $445.4K | 0.1% |
| MCDONALD'S CORP | $444.2K | 0.1% |