Pflug Koory, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1740063
Institutional-grade research for retail investors
13F Reported Value
ⓘ$218.2M
Holdings
419
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Pflug Koory, LLC disclosed 419 positions worth $218.2M in its Form 13F-HR for Q1 2026, led by $BRK.A (BERKSHIRE HATHAWAY INC) at 6.9% of the equity portfolio, followed by $AAPL and $CAT. During the quarter the fund opened 7 new positions and exited 6. The portfolio is most concentrated in Technology (22.6% of disclosed assets). All figures are sourced directly from Pflug Koory, LLC’s Form 13F-HR filing with the SEC under CIK 1740063.
AI Fund Analysis
Stable
$BRK-A6.9% weight
Held 4 quarters
$AAPL5.8% weight
Held 6 quarters
$CAT4.5% weight
Held 6 quarters
$BRK-A4.5% weight
Held 6 quarters
$AMAT2.9% weight
Held 6 quarters
SCHWAB STRATEGIC TR
6 quarters accumulating
SCHWAB STRATEGIC TR
6 quarters accumulating
$AMZN6 quarters accumulating
ISHARES U S ETF TR
6 quarters accumulating
ISHARES TR
6 quarters accumulating
Sector Allocation
TechnologyFinancialsIndustrialsOtherHealthcareConsumer Staples
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 64.5#634
Quality
$15.1M21 sh - 76.1#112
Quality
$12.7M49,935 sh - 67.8#447
Quality
$9.8M13,841 sh - 64.5
Quality
$9.7M20,330 sh - 74.8
Quality
$6.3M18,316 sh - 83.7
Quality
$6.1M16,575 sh SCHWAB STRATEGIC TR
—Quality
$4.6M191,515 sh- 73.8
Quality
$3.8M4,225 sh - 72.7
Quality
$3.7M27,136 sh - 80.2
Quality
$3.4M11,913 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.A | 64.5#634 | $15.1M | 21 |
| Apple Inc.$AAPL | 76.1#112 | $12.7M | 49,935 |
| CATERPILLAR INC$CAT | 67.8#447 | $9.8M | 13,841 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $9.7M | 20,330 |
| APPLIED MATERIALS INC /DE$AMAT | 74.8 | $6.3M | 18,316 |
 MICROSOFT CORP$MSFT | 83.7 | $6.1M | 16,575 |
| SCHWAB STRATEGIC TR | — | $4.6M | 191,515 |
 Parker-Hannifin Corp$PH | 73.8 | $3.8M | 4,225 |
 CORNING INC /NY$GLW | 72.7 | $3.7M | 27,136 |
 Alphabet Inc.$GOOG | 80.2 | $3.4M | 11,913 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Pflug Koory, LLC's 419 positions.
Showing top 10 of 419 holdings.
Sector Allocation
Technology
$49.2M
Financials
$46.0M
Industrials
$40.3M
Other
$23.1M
Healthcare
$18.1M
Consumer Staples
$13.4M
Consumer Discretionary
$10.4M
Materials
$6.4M
Full Holdings — Pflug Koory, LLC (Q1 2026)
All 419 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.A | BERKSHIRE HATHAWAY INC | $15.1M | 6.9% | +0% | 64.5 |
| 2 | $AAPL | Apple Inc. | $12.7M | 5.8% | -0% | 76.1 |
| 3 | $CAT | CATERPILLAR INC | $9.8M | 4.5% | -0% | 67.8 |
| 4 | $BRK.B | BERKSHIRE HATHAWAY INC | $9.7M | 4.5% | +1% | 64.5 |
| 5 | $AMAT | APPLIED MATERIALS INC /DE | $6.3M | 2.9% | -13% | 74.8 |
| 6 | $MSFT | MICROSOFT CORP | $6.1M | 2.8% | +2% | 83.7 |
| 7 | — | SCHWAB STRATEGIC TR | $4.6M | 2.1% | +3% | — |
| 8 | $PH | Parker-Hannifin Corp | $3.8M | 1.7% | +0% | 73.8 |
| 9 | $GLW | CORNING INC /NY | $3.7M | 1.7% | -1% | 72.7 |
| 10 | $GOOG | Alphabet Inc. | $3.4M | 1.6% | +9% | 80.2 |
| 11 |  $HON | HONEYWELL INTERNATIONAL INC | $3.3M | 1.5% | +0% | 65.7 |
| 12 |  $VZ | VERIZON COMMUNICATIONS INC | $3.0M | 1.4% | +0% | 71.6 |
| 13 |  $JNJ | JOHNSON & JOHNSON | $2.9M | 1.3% | -0% | 72.8 |
| 14 | — | SCHWAB STRATEGIC TR | $2.8M | 1.3% | +1% | — |
| 15 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.7M | 1.2% | +0% | 63.7 |
| 16 |  $MCK | MCKESSON CORP | $2.7M | 1.2% | -0% | 63.7 |
| 17 |  $CSCO | CISCO SYSTEMS, INC. | $2.5M | 1.1% | -0% | 72.3 |
| 18 |  $USB | US BANCORP DE | $2.4M | 1.1% | +0% | 71.4 |
| 19 |  $MRK | Merck & Co., Inc. | $2.4M | 1.1% | +1% | 70.9 |
| 20 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $2.3M | 1.1% | +0% | 60.5 |
| 21 |  $ORCL | ORACLE CORP | $2.2M | 1.0% | +0% | 67.2 |
| 22 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $2.2M | 1.0% | +0% | 68.2 |
| 23 |  $PG | PROCTER & GAMBLE Co | $2.2M | 1.0% | -0% | 72.9 |
| 24 |  $C | CITIGROUP INC | $2.1M | 1.0% | +0% | 54.8 |
| 25 |  $ABBV | AbbVie Inc. | $2.1M | 1.0% | -0% | 59.3 |
| 26 |  $ABM | ABM INDUSTRIES INC /DE/ | $2.1M | 1.0% | -0% | 53.7 |
| 27 |  $UNP | UNION PACIFIC CORP | $2.1M | 0.9% | +2% | 74 |
| 28 | $AMZN | AMAZON COM INC | $2.1M | 0.9% | +21% | 74.6 |
| 29 | — | SCHWAB STRATEGIC TR | $2.0M | 0.9% | +30% | — |
| 30 |  $NSC | NORFOLK SOUTHERN CORP | $2.0M | 0.9% | +0% | 70.8 |
| 31 |  $CSX | CSX CORP | $2.0M | 0.9% | +0% | 66.4 |
| 32 |  $LMT | LOCKHEED MARTIN CORP | $2.0M | 0.9% | +0% | 65 |
| 33 |  $JPM | JPMORGAN CHASE & CO | $1.9M | 0.9% | -0% | 35.6 |
| 34 |  $GS | GOLDMAN SACHS GROUP INC | $1.9M | 0.9% | +0% | — |
| 35 | — | ISHARES U S ETF TR | $1.8M | 0.8% | +10% | — |
| 36 |  $WFC | WELLS FARGO & COMPANY/MN | $1.7M | 0.8% | +0% | — |
| 37 |  $TGT | TARGET CORP | $1.6M | 0.8% | -1% | 53.1 |
| 38 |  $ALL | ALLSTATE CORP | $1.6M | 0.7% | +0% | 76.6 |
| 39 | — | ISHARES TR | $1.6M | 0.7% | +0% | — |
| 40 |  $CVX | CHEVRON CORP | $1.6M | 0.7% | +0% | 54.7 |
| 41 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $1.5M | 0.7% | +0% | 66.5 |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.7% | +0% | 67 |
| 43 |  $PFE | PFIZER INC | $1.5M | 0.7% | +0% | 69 |
| 44 |  $INGR | Ingredion Inc | $1.4M | 0.7% | +0% | 58.3 |
| 45 |  $AXP | AMERICAN EXPRESS CO | $1.4M | 0.6% | +0% | 73.2 |
| 46 |  $JOE | ST JOE Co | $1.3M | 0.6% | +0% | 71.2 |
| 47 |  $TT | Trane Technologies plc | $1.3M | 0.6% | +0% | — |
| 48 |  $EMR | EMERSON ELECTRIC CO | $1.3M | 0.6% | +0% | 65.9 |
| 49 |  $WMT | Walmart Inc. | $1.3M | 0.6% | +0% | 63.2 |
| 50 | — | SCHWAB STRATEGIC TR | $1.2M | 0.6% | +31% | — |
| 51 |  $TXT | TEXTRON INC | $1.2M | 0.6% | +0% | 58.2 |
| 52 |  $AMD | ADVANCED MICRO DEVICES INC | $1.2M | 0.6% | +14% | 78.8 |
| 53 |  $PEP | PEPSICO INC | $1.2M | 0.5% | +0% | 62.7 |
| 54 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.1M | 0.5% | +0% | 70.1 |
| 55 |  $LOW | LOWES COMPANIES INC | $1.1M | 0.5% | -2% | 63.5 |
| 56 |  $V | VISA INC. | $1.1M | 0.5% | +2% | 83.5 |
| 57 |  $ADM | Archer-Daniels-Midland Co | $1.1M | 0.5% | +0% | 49.4 |
| 58 |  $MDT | Medtronic plc | $1.0M | 0.5% | +0% | — |
| 59 |  $HD | HOME DEPOT, INC. | $1.0M | 0.5% | +0% | 69.2 |
| 60 |  $COP | CONOCOPHILLIPS | $986,067 | 0.5% | +0% | 74.8 |
| 61 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $934,162 | 0.4% | -1% | 76.6 |
| 62 |  $CAH | CARDINAL HEALTH INC | $906,520 | 0.4% | -0% | 58.6 |
| 63 |  $VSH | VISHAY INTERTECHNOLOGY INC | $904,806 | 0.4% | -0% | 35.3 |
| 64 |  $TSN | TYSON FOODS, INC. | $839,061 | 0.4% | +0% | 51.9 |
| 65 |  $SPGI | S&P Global Inc. | $825,585 | 0.4% | +0% | 79.4 |
| 66 |  $STZ | CONSTELLATION BRANDS, INC. | $820,200 | 0.4% | +3% | 65 |
| 67 |  $BKNG | Booking Holdings Inc. | $778,909 | 0.4% | +5% | 55.3 |
| 68 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $768,004 | 0.3% | +0% | 75.1 |
| 69 |  $NTR | Nutrien Ltd. | $760,184 | 0.3% | +0% | — |
| 70 |  $GD | GENERAL DYNAMICS CORP | $747,190 | 0.3% | +0% | 73 |
| 71 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $746,817 | 0.3% | +0% | 59.8 |
| 72 |  $AMGN | AMGEN INC | $720,941 | 0.3% | +0% | 79.5 |
| 73 |  $CVS | CVS HEALTH Corp | $706,924 | 0.3% | +0% | 51.3 |
| 74 |  $MET | METLIFE INC | $706,629 | 0.3% | +0% | 73.9 |
| 75 |  $CB | Chubb Ltd | $698,468 | 0.3% | +0% | — |
| 76 |  $DIS | Walt Disney Co | $690,419 | 0.3% | +0% | 68.9 |
| 77 |  $MMM | 3M CO | $639,157 | 0.3% | -1% | 60.7 |
| 78 | $GS | GOLDMAN SACHS GROUP INC | $628,569 | 0.3% | -5% | — |
| 79 | — | SCHWAB STRATEGIC TR | $601,981 | 0.3% | +2% | — |
| 80 |  $RVTY | REVVITY, INC. | $597,062 | 0.3% | +0% | 52.4 |
| 81 |  $CMI | CUMMINS INC | $594,512 | 0.3% | +0% | 58.9 |
| 82 |  $NXPI | NXP Semiconductors N.V. | $594,123 | 0.3% | +8% | — |
| 83 |  $LUV | SOUTHWEST AIRLINES CO | $567,420 | 0.3% | +0% | 51.1 |
| 84 |  $COF | CAPITAL ONE FINANCIAL CORP | $566,810 | 0.3% | +1% | 71 |
| 85 | — | ISHARES TR | $561,725 | 0.3% | +0% | — |
| 86 |  $JCI | Johnson Controls International plc | $531,264 | 0.2% | +0% | — |
| 87 | — | NUVEEN S&P 500 DYNAMIC OVERW | $525,296 | 0.2% | NEW | — |
| 88 |  $DLR | DIGITAL REALTY TRUST, INC. | $525,132 | 0.2% | +0% | 70.2 |
| 89 |  $MO | ALTRIA GROUP, INC. | $511,818 | 0.2% | -0% | 72.1 |
| 90 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $486,278 | 0.2% | +0% | 42.4 |
| 91 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $484,201 | 0.2% | +0% | 66.4 |
| 92 |  $AFL | AFLAC INC | $483,602 | 0.2% | +0% | 60.3 |
| 93 |  $GPC | GENUINE PARTS CO | $469,001 | 0.2% | -1% | 54.2 |
| 94 |  $KEY | KEYCORP /NEW/ | $456,739 | 0.2% | +0% | 70.4 |
| 95 |  $ETN | Eaton Corp plc | $454,241 | 0.2% | -5% | — |
| 96 |  $FISV | FISERV INC | $451,534 | 0.2% | +0% | 67.4 |
| 97 |  $META | Meta Platforms, Inc. | $449,237 | 0.2% | +5% | 80.9 |
| 98 | — | ISHARES TR | $447,821 | 0.2% | +0% | — |
| 99 |  $SPY | SPDR S&P 500 ETF TRUST | $445,908 | 0.2% | +0% | — |
| 100 |  $DE | DEERE & CO | $443,880 | 0.2% | -1% | 57.4 |
| 101 |  $FAST | FASTENAL CO | $435,974 | 0.2% | +0% | 73.5 |
| 102 |  $WELL | WELLTOWER INC. | $432,985 | 0.2% | +0% | 75.7 |
| 103 | — | SCHWAB STRATEGIC TR | $431,799 | 0.2% | +1% | — |
| 104 | — | ISHARES TR | $412,999 | 0.2% | +0% | — |
| 105 |  $A | AGILENT TECHNOLOGIES, INC. | $412,608 | 0.2% | +9% | 64.6 |
| 106 |  $FDX | FEDEX CORP | $407,470 | 0.2% | +0% | 60.3 |
| 107 | — | ISHARES TR | $395,676 | 0.2% | +0% | — |
| 108 |  $WERN | WERNER ENTERPRISES INC | $391,741 | 0.2% | +0% | 39.2 |
| 109 |  $TXN | TEXAS INSTRUMENTS INC | $391,580 | 0.2% | +0% | 70.4 |
| 110 |  $XOM | EXXON MOBIL CORP | $387,164 | 0.2% | +0% | 61.8 |
| 111 |  $TSLA | Tesla, Inc. | $381,787 | 0.2% | +3704% | 50.1 |
| 112 |  $PSX | Phillips 66 | $381,563 | 0.2% | +0% | 47.6 |
| 113 |  $BA | BOEING CO | $378,356 | 0.2% | +0% | 51.8 |
| 114 |  $FBIN | Fortune Brands Innovations, Inc. | $371,735 | 0.2% | +0% | 48.7 |
| 115 |  $BAC | BANK OF AMERICA CORP /DE/ | $369,525 | 0.2% | +0% | 68.4 |
| 116 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $367,352 | 0.2% | +0% | — |
| 117 |  $COR | Cencora, Inc. | $362,832 | 0.2% | +0% | 59.6 |
| 118 |  $DUK | Duke Energy CORP | $362,049 | 0.2% | +0% | 64 |
| 119 |  $AEM | AGNICO EAGLE MINES LTD | $349,735 | 0.2% | +0% | — |
| 120 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $348,660 | 0.2% | +2% | 64.9 |
| 121 |  $LLY | ELI LILLY & Co | $348,593 | 0.2% | +0% | 89.3 |
| 122 |  $LRCX | LAM RESEARCH CORP | $321,561 | 0.1% | +0% | 82.4 |
| 123 | — | VANGUARD INDEX FDS | $317,901 | 0.1% | +60% | — |
| 124 |  $ACM | AECOM | $314,513 | 0.1% | +0% | 58.2 |
| 125 |  $NTRS | NORTHERN TRUST CORP | $314,033 | 0.1% | +0% | 71.8 |
| 126 |  $MDLZ | Mondelez International, Inc. | $313,850 | 0.1% | +0% | 53.9 |
| 127 |  $UPS | UNITED PARCEL SERVICE INC | $312,061 | 0.1% | +0% | 58.2 |
| 128 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $304,706 | 0.1% | +0% | 69.4 |
| 129 |  $CL | COLGATE PALMOLIVE CO | $304,527 | 0.1% | -0% | 72.4 |
| 130 |  $INTU | INTUIT INC. | $302,666 | 0.1% | +0% | 82 |
| 131 |  $MS | MORGAN STANLEY | $300,176 | 0.1% | +0% | — |
| 132 |  $SYK | STRYKER CORP | $295,731 | 0.1% | -2% | 69.8 |
| 133 |  $SW | Smurfit Westrock plc | $290,586 | 0.1% | +0% | — |
| 134 | — | ISHARES TR | $290,380 | 0.1% | +3% | — |
| 135 |  $LIN | LINDE PLC | $285,062 | 0.1% | +0% | — |
| 136 |  $EIM | Eaton Vance Municipal Bond Fund | $276,735 | 0.1% | +0% | — |
| 137 | — | SCHWAB STRATEGIC TR | $274,873 | 0.1% | +0% | — |
| 138 |  $COST | COSTCO WHOLESALE CORP /NEW | $262,061 | 0.1% | +0% | 67 |
| 139 |  $PNR | PENTAIR plc | $259,414 | 0.1% | -6% | — |
| 140 |  $GILD | GILEAD SCIENCES, INC. | $258,810 | 0.1% | -5% | 77.8 |
| 141 |  $GOOGL | Alphabet Inc. | $256,453 | 0.1% | +0% | 80.2 |
| 142 | — | ISHARES TR | $247,147 | 0.1% | +0% | — |
| 143 |  $IR | Ingersoll Rand Inc. | $243,725 | 0.1% | -5% | 55.4 |
| 144 |  $MAS | MASCO CORP /DE/ | $241,480 | 0.1% | +0% | 59.9 |
| 145 |  $WSM | WILLIAMS SONOMA INC | $234,112 | 0.1% | -15% | 65 |
| 146 | — | ISHARES TR | $232,477 | 0.1% | +0% | — |
| 147 |  $TRV | TRAVELERS COMPANIES, INC. | $231,011 | 0.1% | +0% | 71.5 |
| 148 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $223,726 | 0.1% | -0% | 66.7 |
| 149 |  $DAL | DELTA AIR LINES, INC. | $210,808 | 0.1% | +0% | 64.4 |
| 150 |  $BDX | BECTON DICKINSON & CO | $210,059 | 0.1% | -4% | 50.7 |
| 151 |  $KO | COCA COLA CO | $203,586 | 0.1% | +0% | 74 |
| 152 |  $WM | WASTE MANAGEMENT INC | $203,134 | 0.1% | +0% | 70.7 |
| 153 |  $NVT | nVent Electric plc | $200,248 | 0.1% | -11% | — |
| 154 |  $ITT | ITT INC. | $198,532 | 0.1% | +0% | 63.1 |
| 155 | — | SCHWAB STRATEGIC TR | $192,258 | 0.1% | +0% | — |
| 156 |  $SNA | Snap-on Inc | $188,874 | 0.1% | +0% | 69.3 |
| 157 |  $WYNN | WYNN RESORTS LTD | $188,680 | 0.1% | +0% | — |
| 158 |  $WKC | WORLD KINECT CORP | $184,560 | 0.1% | +0% | 40 |
| 159 | — | ISHARES TR | $183,310 | 0.1% | +0% | — |
| 160 | — | ISHARES TR | $182,829 | 0.1% | +0% | — |
| 161 |  $IVZ | Invesco Ltd. | $179,472 | 0.1% | +0% | — |
| 162 |  $RTX | RTX Corp | $171,681 | 0.1% | +0% | 70 |
| 163 | — | SCHWAB STRATEGIC TR | $171,176 | 0.1% | +0% | — |
| 164 |  $DHR | DANAHER CORP /DE/ | $164,952 | 0.1% | +0% | 63.9 |
| 165 |  $VRSN | VERISIGN INC/CA | $159,199 | 0.1% | +0% | 71.6 |
| 166 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $158,550 | 0.1% | +0% | 60.7 |
| 167 |  $SCHW | SCHWAB CHARLES CORP | $156,164 | 0.1% | +0% | 77.2 |
| 168 |  $SBUX | STARBUCKS CORP | $156,155 | 0.1% | +0% | 54.6 |
| 169 | — | SCHWAB STRATEGIC TR | $152,305 | 0.1% | +0% | — |
| 170 | — | ISHARES TR | $148,034 | 0.1% | +0% | — |
| 171 |  $TM | TOYOTA MOTOR CORP/ | $144,263 | 0.1% | +0% | — |
| 172 |  $AJG | Arthur J. Gallagher & Co. | $140,344 | 0.1% | +0% | 72.1 |
| 173 |  $ENR | ENERGIZER HOLDINGS, INC. | $137,879 | 0.1% | -8% | 57 |
| 174 | — | ISHARES INC | $136,989 | 0.1% | +0% | — |
| 175 |  $QCOM | QUALCOMM INC/DE | $136,764 | 0.1% | +0% | 81.9 |
| 176 |  $ACN | Accenture plc | $133,647 | 0.1% | +0% | — |
| 177 |  $NEM | NEWMONT Corp /DE/ | $133,148 | 0.1% | +0% | 88.3 |
| 178 |  $APOG | APOGEE ENTERPRISES, INC. | $126,446 | 0.1% | +0% | 45.8 |
| 179 | — | SCHWAB STRATEGIC TR | $120,041 | 0.1% | +0% | — |
| 180 |  $CCZ | COMCAST CORP | $119,347 | 0.1% | +0% | 70.4 |
| 181 | — | ISHARES TR | $117,758 | 0.1% | +0% | — |
| 182 |  $MCD | MCDONALDS CORP | $116,857 | 0.1% | +0% | 73.9 |
| 183 | — | ISHARES TR | $113,473 | 0.1% | +0% | — |
| 184 |  $BUD | Anheuser-Busch InBev SA/NV | $112,310 | 0.1% | +0% | — |
| 185 |  $BG | Bunge Global SA | $111,300 | 0.1% | +0% | 55.9 |
| 186 |  $PSA | Public Storage | $107,539 | 0.1% | +0% | 73.9 |
| 187 | — | ISHARES TR | $101,922 | 0.1% | +1% | — |
| 188 |  $ECL | ECOLAB INC. | $98,427 | 0.1% | -9% | 64.3 |
| 189 |  $ADBE | ADOBE INC. | $97,961 | 0.0% | +0% | 80.4 |
| 190 |  $PM | Philip Morris International Inc. | $96,724 | 0.0% | +0% | 80.5 |
| 191 | — | INVESCO EXCHANGE TRADED FD T | $88,618 | 0.0% | +0% | — |
| 192 |  $VMI | VALMONT INDUSTRIES INC | $87,905 | 0.0% | +0% | 60.1 |
| 193 |  $OMC | OMNICOM GROUP INC. | $87,887 | 0.0% | +0% | 60.5 |
| 194 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $87,818 | 0.0% | +23% | — |
| 195 |  $GM | General Motors Co | $86,644 | 0.0% | +0% | 58.7 |
| 196 |  $BIIB | BIOGEN INC. | $85,065 | 0.0% | +0% | 65.6 |
| 197 |  $DLTR | DOLLAR TREE, INC. | $79,395 | 0.0% | +0% | 53.2 |
| 198 | — | VANGUARD WORLD FD | $79,188 | 0.0% | +0% | — |
| 199 | — | SCHWAB STRATEGIC TR | $77,077 | 0.0% | +0% | — |
| 200 |  $KMB | KIMBERLY CLARK CORP | $75,825 | 0.0% | +0% | 61.7 |
| 201 |  $HMC | HONDA MOTOR CO LTD | $75,677 | 0.0% | +0% | — |
| 202 |  $YUM | YUM BRANDS INC | $74,630 | 0.0% | +0% | 71.7 |
| 203 | — | ISHARES TR | $73,529 | 0.0% | +0% | — |
| 204 |  $PAG | PENSKE AUTOMOTIVE GROUP, INC. | $73,265 | 0.0% | +0% | 58.4 |
| 205 |  $KAI | KADANT INC | $73,088 | 0.0% | +0% | 57.3 |
| 206 | — | ISHARES TR | $72,630 | 0.0% | +0% | — |
| 207 | — | VANGUARD WORLD FD | $69,989 | 0.0% | +0% | — |
| 208 |  $DOV | DOVER Corp | $69,831 | 0.0% | +0% | 63.1 |
| 209 |  $EFX | EQUIFAX INC | $65,726 | 0.0% | +0% | 69.4 |
| 210 |  $CRDO | Credo Technology Group Holding Ltd | $64,019 | 0.0% | NEW | — |
| 211 |  $EBAY | EBAY INC | $63,987 | 0.0% | +0% | 69.3 |
| 212 | — | ISHARES TR | $60,857 | 0.0% | +0% | — |
| 213 | — | ISHARES TR | $58,580 | 0.0% | +0% | — |
| 214 | $IVZ | Invesco Ltd. | $57,196 | 0.0% | +1% | — |
| 215 |  $ADI | ANALOG DEVICES INC | $55,993 | 0.0% | +0% | 76.2 |
| 216 |  $TJX | TJX COMPANIES INC /DE/ | $54,937 | 0.0% | +0% | 70.7 |
| 217 |  $SNAP | Snap Inc | $54,740 | 0.0% | +526% | 46.8 |
| 218 |  $ADP | AUTOMATIC DATA PROCESSING INC | $54,249 | 0.0% | +0% | 77.9 |
| 219 | — | ISHARES TR | $54,137 | 0.0% | +0% | — |
| 220 |  $OKE | ONEOK INC /NEW/ | $53,782 | 0.0% | +0% | 72 |
| 221 |  $SDA | SunCar Technology Group Inc. | $53,614 | 0.0% | -79% | 45.1 |
| 222 | — | SCHWAB STRATEGIC TR | $53,381 | 0.0% | +0% | — |
| 223 |  $QSR | Restaurant Brands International Inc. | $52,912 | 0.0% | +0% | 71.2 |
| 224 |  $BAX | BAXTER INTERNATIONAL INC | $52,315 | 0.0% | -6% | 45.7 |
| 225 | — | SCHWAB STRATEGIC TR | $51,995 | 0.0% | +0% | — |
| 226 | — | VANGUARD INDEX FDS | $49,427 | 0.0% | +10% | — |
| 227 |  $__PARK_1390777 | Bank of New York Mellon Corp | $48,757 | 0.0% | +0% | 36.7 |
| 228 |  $SOLS | Solstice Advanced Materials Inc. | $45,239 | 0.0% | -32% | — |
| 229 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $44,040 | 0.0% | +0% | 57.7 |
| 230 |  $SON | SONOCO PRODUCTS CO | $43,813 | 0.0% | +0% | 63 |
| 231 |  $VLO | VALERO ENERGY CORP/TX | $43,132 | 0.0% | +0% | 51.4 |
| 232 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $42,622 | 0.0% | +66% | 50.6 |
| 233 | — | ISHARES TR | $42,107 | 0.0% | +0% | — |
| 234 |  $FLO | FLOWERS FOODS INC | $41,720 | 0.0% | +0% | 57.2 |
| 235 |  $STT | STATE STREET CORP | $40,324 | 0.0% | +0% | 61.5 |
| 236 | — | ISHARES TR | $39,572 | 0.0% | +0% | — |
| 237 |  $ETR | ENTERGY CORP /DE/ | $39,326 | 0.0% | +0% | 65.1 |
| 238 |  $AMC | AMC ENTERTAINMENT HOLDINGS, INC. | $39,200 | 0.0% | NEW | 32.4 |
| 239 | — | ISHARES TR | $38,866 | 0.0% | +0% | — |
| 240 |  $TEL | TE Connectivity plc | $37,624 | 0.0% | +0% | — |
| 241 |  $MOS | MOSAIC CO | $37,230 | 0.0% | +0% | 54.3 |
| 242 | — | ISHARES TR | $37,083 | 0.0% | +0% | — |
| 243 |  $SHEL | Shell plc | $36,456 | 0.0% | +0% | — |
| 244 |  $ITW | ILLINOIS TOOL WORKS INC | $35,660 | 0.0% | +0% | 71.2 |
| 245 |  $NFLX | NETFLIX INC | $35,576 | 0.0% | +0% | 86.7 |
| 246 |  $BOH | BANK OF HAWAII CORP | $35,195 | 0.0% | +0% | 34.7 |
| 247 | — | ISHARES TR | $35,000 | 0.0% | +0% | — |
| 248 |  $WY | WEYERHAEUSER CO | $34,397 | 0.0% | +0% | 52.9 |
| 249 |  $NVS | NOVARTIS AG | $34,369 | 0.0% | +0% | — |
| 250 | $IVZ | Invesco Ltd. | $33,341 | 0.0% | +0% | — |
| 251 | — | VANGUARD INDEX FDS | $33,240 | 0.0% | +1% | — |
| 252 |  $KHC | Kraft Heinz Co | $33,083 | 0.0% | +0% | 42.5 |
| 253 |  $QXO | QXO, Inc. | $33,014 | 0.0% | +13% | 53.5 |
| 254 |  $LW | Lamb Weston Holdings, Inc. | $32,709 | 0.0% | -8% | 54.2 |
| 255 |  $ISRG | INTUITIVE SURGICAL INC | $32,269 | 0.0% | +0% | 81.4 |
| 256 | — | ISHARES TR | $32,219 | 0.0% | +0% | — |
| 257 | — | ISHARES TR | $31,439 | 0.0% | +0% | — |
| 258 |  $PDM | Piedmont Realty Trust, Inc. | $30,721 | 0.0% | +0% | — |
| 259 | — | SCHWAB STRATEGIC TR | $30,570 | 0.0% | +0% | — |
| 260 |  $DCI | DONALDSON Co INC | $30,553 | 0.0% | +0% | 64.7 |
| 261 |  $CBRE | CBRE GROUP, INC. | $30,479 | 0.0% | +0% | 62.9 |
| 262 | — | VANECK ETF TRUST | $30,281 | 0.0% | +0% | — |
| 263 |  $MKC | MCCORMICK & CO INC | $30,264 | 0.0% | +0% | 73.7 |
| 264 |  $AVGO | Broadcom Inc. | $30,149 | 0.0% | +223% | 86.4 |
| 265 | — | VANGUARD INDEX FDS | $29,889 | 0.0% | +0% | — |
| 266 | — | ISHARES TR | $28,243 | 0.0% | +0% | — |
| 267 |  $GLD | SPDR GOLD TRUST | $27,969 | 0.0% | +0% | — |
| 268 | — | ISHARES TR | $27,845 | 0.0% | +0% | — |
| 269 |  $FNF | Fidelity National Financial, Inc. | $27,828 | 0.0% | +0% | 69.7 |
| 270 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $27,418 | 0.0% | +0% | 52.1 |
| 271 |  $SYF | Synchrony Financial | $27,208 | 0.0% | +0% | — |
| 272 | — | SPDR SERIES TRUST | $26,999 | 0.0% | +0% | — |
| 273 | — | SPDR SERIES TRUST | $26,751 | 0.0% | +1% | — |
| 274 |  $SNPS | SYNOPSYS INC | $25,356 | 0.0% | +0% | 63.1 |
| 275 | — | CAPITAL GROUP DIVIDEND VALUE | $24,843 | 0.0% | +0% | — |
| 276 | $STT | STATE STREET CORP | $24,679 | 0.0% | +0% | 61.5 |
| 277 | — | CAPITAL GROUP GBL GROWTH EQT | $24,327 | 0.0% | +0% | — |
| 278 | — | VANGUARD WORLD FD | $24,162 | 0.0% | +0% | — |
| 279 | — | CAPITAL GROUP CORE EQUITY ET | $24,051 | 0.0% | +0% | — |
| 280 |  $TFX | TELEFLEX INC | $23,922 | 0.0% | +0% | 30.5 |
| 281 | — | J P MORGAN EXCHANGE TRADED F | $22,906 | 0.0% | +0% | — |
| 282 | — | J P MORGAN EXCHANGE TRADED F | $22,905 | 0.0% | +0% | — |
| 283 |  $NVDA | NVIDIA CORP | $22,785 | 0.0% | +0% | 90.2 |
| 284 |  $DGX | QUEST DIAGNOSTICS INC | $22,538 | 0.0% | +0% | 69.1 |
| 285 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $22,100 | 0.0% | +0% | 66.3 |
| 286 |  $HUBB | HUBBELL INC | $22,083 | 0.0% | +0% | 68.7 |
| 287 | — | VANGUARD WORLD FD | $21,823 | 0.0% | +0% | — |
| 288 | — | ISHARES TR | $21,213 | 0.0% | +0% | — |
| 289 |  $MYE | MYERS INDUSTRIES INC | $21,180 | 0.0% | +0% | 46.3 |
| 290 | — | STATE STR SPDR DOW JONES IND | $21,159 | 0.0% | +0% | — |
| 291 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $20,809 | 0.0% | +0% | 70.9 |
| 292 | — | VANGUARD MUN BD FDS | $20,806 | 0.0% | +0% | — |
| 293 |  $CPRT | COPART INC | $19,920 | 0.0% | +0% | 74.9 |
| 294 | — | ISHARES TR | $19,751 | 0.0% | +0% | — |
| 295 |  $WEN | Wendy's Co | $19,495 | 0.0% | +0% | 54.6 |
| 296 |  $HRL | HORMEL FOODS CORP /DE/ | $19,411 | 0.0% | +0% | 58.4 |
| 297 |  $SPOT | Spotify Technology S.A. | $19,396 | 0.0% | +0% | — |
| 298 | — | VANGUARD BD INDEX FDS | $19,283 | 0.0% | +1% | — |
| 299 |  $MUR | MURPHY OIL CORP | $18,563 | 0.0% | +0% | 46.4 |
| 300 |  $WAT | WATERS CORP /DE/ | $18,464 | 0.0% | NEW | 69.9 |
| 301 |  $LULU | lululemon athletica inc. | $18,219 | 0.0% | +27% | 62.9 |
| 302 | — | ISHARES TR | $18,033 | 0.0% | +0% | — |
| 303 | — | ISHARES TR | $17,966 | 0.0% | +0% | — |
| 304 | — | ISHARES TR | $17,965 | 0.0% | +0% | — |
| 305 | — | ISHARES TR | $17,874 | 0.0% | +0% | — |
| 306 | $IVZ | Invesco Ltd. | $17,031 | 0.0% | +0% | — |
| 307 | — | SCHWAB STRATEGIC TR | $16,778 | 0.0% | +0% | — |
| 308 | — | FIDELITY COVINGTON TRUST | $16,670 | 0.0% | +0% | — |
| 309 |  $KDP | Keurig Dr Pepper Inc. | $16,667 | 0.0% | +0% | 63.1 |
| 310 |  $CRM | Salesforce, Inc. | $15,867 | 0.0% | +0% | 75.2 |
| 311 | — | ISHARES TR | $15,724 | 0.0% | +0% | — |
| 312 |  $AWR | AMERICAN STATES WATER CO | $15,200 | 0.0% | +0% | 60.3 |
| 313 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $14,657 | 0.0% | +0% | 69.5 |
| 314 | — | SCHWAB STRATEGIC TR | $14,353 | 0.0% | +0% | — |
| 315 |  $UNH | UNITEDHEALTH GROUP INC | $14,071 | 0.0% | +0% | 66.8 |
| 316 | — | ISHARES TR | $13,842 | 0.0% | +0% | — |
| 317 | — | SPDR SERIES TRUST | $13,782 | 0.0% | +1% | — |
| 318 |  $XPO | XPO, Inc. | $13,619 | 0.0% | +0% | 55.3 |
| 319 |  $CCI | CROWN CASTLE INC. | $13,579 | 0.0% | +0% | 52.9 |
| 320 | — | ISHARES TR | $13,181 | 0.0% | +0% | — |
| 321 |  $AMT | AMERICAN TOWER CORP /MA/ | $12,598 | 0.0% | +0% | 69.8 |
| 322 | — | VANGUARD INTL EQUITY INDEX F | $12,558 | 0.0% | +0% | — |
| 323 |  $NDSN | NORDSON CORP | $12,239 | 0.0% | +0% | 67.8 |
| 324 | — | SPDR INDEX SHS FDS | $12,069 | 0.0% | +0% | — |
| 325 |  $PGR | PROGRESSIVE CORP/OH/ | $11,894 | 0.0% | +0% | 83.6 |
| 326 | — | SPDR SERIES TRUST | $11,857 | 0.0% | +0% | — |
| 327 | — | VANGUARD BD INDEX FDS | $11,816 | 0.0% | +1% | — |
| 328 |  $EQIX | EQUINIX INC | $11,763 | 0.0% | +0% | 61.4 |
| 329 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $11,209 | 0.0% | +0% | 67.5 |
| 330 |  $AVY | Avery Dennison Corp | $11,052 | 0.0% | +0% | 62.9 |
| 331 |  $GIS | GENERAL MILLS INC | $10,757 | 0.0% | +0% | 64.1 |
| 332 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $10,580 | 0.0% | +0% | 71.5 |
| 333 |  $DLB | Dolby Laboratories, Inc. | $10,511 | 0.0% | +0% | 65.7 |
| 334 |  $BCE | BCE INC | $10,348 | 0.0% | +0% | — |
| 335 |  $HELE | HELEN OF TROY LTD | $10,166 | 0.0% | +0% | 34.9 |
| 336 |  $HPE | Hewlett Packard Enterprise Co | $9,905 | 0.0% | +0% | 52.5 |
| 337 |  $GAIN | GLADSTONE INVESTMENT CORPORATION\DE | $9,585 | 0.0% | +0% | — |
| 338 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $9,046 | 0.0% | +0% | — |
| 339 |  $O | REALTY INCOME CORP | $8,993 | 0.0% | +0% | 74.6 |
| 340 |  $EW | Edwards Lifesciences Corp | $8,729 | 0.0% | +0% | 67.6 |
| 341 |  $PFH | PRUDENTIAL FINANCIAL INC | $8,620 | 0.0% | +0% | 58.6 |
| 342 | $GS | GOLDMAN SACHS GROUP INC | $8,460 | 0.0% | +0% | — |
| 343 |  $PPG | PPG INDUSTRIES INC | $8,444 | 0.0% | +0% | 57.1 |
| 344 | — | ISHARES TR | $8,231 | 0.0% | +0% | — |
| 345 |  $T | AT&T INC. | $8,204 | 0.0% | +0% | 71.9 |
| 346 |  $MATX | Matson, Inc. | $8,197 | 0.0% | +0% | 59.7 |
| 347 |  $VIK | Viking Holdings Ltd | $7,789 | 0.0% | +0% | — |
| 348 |  $CAG | CONAGRA BRANDS INC. | $7,546 | 0.0% | +0% | 48.2 |
| 349 |  $NEE | NEXTERA ENERGY INC | $7,059 | 0.0% | +0% | 71.7 |
| 350 | $IVZ | Invesco Ltd. | $6,394 | 0.0% | +0% | — |
| 351 |  $CPK | CHESAPEAKE UTILITIES CORP | $6,319 | 0.0% | +0% | 59.2 |
| 352 |  $BSX | BOSTON SCIENTIFIC CORP | $6,275 | 0.0% | +0% | 79.9 |
| 353 | — | SPDR SERIES TRUST | $6,186 | 0.0% | +1% | — |
| 354 | — | SPDR SERIES TRUST | $6,162 | 0.0% | +1% | — |
| 355 | — | VANGUARD BD INDEX FDS | $6,123 | 0.0% | +1% | — |
| 356 |  $ZTS | Zoetis Inc. | $5,911 | 0.0% | +0% | 72.6 |
| 357 |  $HASI | HA Sustainable Infrastructure Capital, Inc. | $5,880 | 0.0% | +0% | 50.1 |
| 358 |  $F | FORD MOTOR CO | $5,770 | 0.0% | +0% | 58.5 |
| 359 | — | ISHARES TR | $5,425 | 0.0% | +0% | — |
| 360 |  $ON | ON SEMICONDUCTOR CORP | $5,263 | 0.0% | +0% | 42.4 |
| 361 | $META | Meta Platforms, Inc. | $5,217 | 0.0% | +2% | 80.9 |
| 362 |  $CLX | CLOROX CO /DE/ | $5,182 | 0.0% | NEW | 63.5 |
| 363 | — | SPDR SERIES TRUST | $5,066 | 0.0% | +0% | — |
| 364 |  $UL | UNILEVER PLC | $5,013 | 0.0% | +0% | — |
| 365 |  $DG | DOLLAR GENERAL CORP | $4,987 | 0.0% | +0% | 60.4 |
| 366 |  $SNY | Sanofi | $4,818 | 0.0% | +0% | — |
| 367 | — | SCHWAB STRATEGIC TR | $4,814 | 0.0% | +0% | — |
| 368 |  $BRT | BRT Apartments Corp. | $4,536 | 0.0% | +0% | 35.7 |
| 369 | — | ISHARES INC | $4,512 | 0.0% | +0% | — |
| 370 |  $VLTO | Veralto Corp | $4,421 | 0.0% | +0% | 74.4 |
| 371 |  $GSK | GSK plc | $4,415 | 0.0% | +0% | — |
| 372 | — | ISHARES INC | $4,214 | 0.0% | +0% | — |
| 373 | — | SPDR SERIES TRUST | $4,039 | 0.0% | +0% | — |
| 374 |  $CRSP | CRISPR Therapeutics AG | $3,996 | 0.0% | +0% | 4.5 |
| 375 |  $SMG | SCOTTS MIRACLE-GRO CO | $3,953 | 0.0% | +0% | 74.9 |
| 376 | — | ISHARES TR | $3,864 | 0.0% | +0% | — |
| 377 |  $INTC | INTEL CORP | $3,751 | 0.0% | +0% | 41.5 |
| 378 |  $Q | Qnity Electronics, Inc. | $3,692 | 0.0% | +0% | — |
| 379 |  $LEA | LEAR CORP | $3,632 | 0.0% | +0% | 50 |
| 380 |  $GXO | GXO Logistics, Inc. | $3,630 | 0.0% | +0% | 51.9 |
| 381 | — | VANGUARD SCOTTSDALE FDS | $3,629 | 0.0% | +0% | — |
| 382 |  $DEO | DIAGEO PLC | $3,499 | 0.0% | +0% | — |
| 383 |  $DJT | Trump Media & Technology Group Corp. | $3,443 | 0.0% | +0% | 22.2 |
| 384 |  $XYZ | Block, Inc. | $3,430 | 0.0% | +0% | 60.3 |
| 385 |  $WT | WisdomTree, Inc. | $3,293 | 0.0% | +0% | 62.9 |
| 386 |  $DXCM | DEXCOM INC | $3,140 | 0.0% | NEW | 77.9 |
| 387 |  $DD | DuPont de Nemours, Inc. | $2,931 | 0.0% | +0% | 31.1 |
| 388 |  $NKE | NIKE, Inc. | $2,799 | 0.0% | +0% | 53.4 |
| 389 |  $VSNT | Versant Media Group, Inc. | $2,147 | 0.0% | NEW | — |
| 390 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $2,142 | 0.0% | +0% | 52.1 |
| 391 |  $FG | F&G Annuities & Life, Inc. | $1,924 | 0.0% | +0% | 61.9 |
| 392 |  $KD | Kyndryl Holdings, Inc. | $1,916 | 0.0% | +0% | 46 |
| 393 | — | EA SERIES TRUST | $1,894 | 0.0% | +0% | — |
| 394 |  $WBD | Warner Bros. Discovery, Inc. | $1,867 | 0.0% | +0% | 42.1 |
| 395 | — | VANGUARD INDEX FDS | $1,769 | 0.0% | +0% | — |
| 396 | — | FIDELITY COVINGTON TRUST | $1,755 | 0.0% | +0% | — |
| 397 | — | ISHARES TR | $1,739 | 0.0% | +0% | — |
| 398 |  $CPB | CAMPBELL'S Co | $1,670 | 0.0% | +0% | 54.5 |
| 399 | — | ISHARES TR | $1,637 | 0.0% | +0% | — |
| 400 | — | VANGUARD INDEX FDS | $1,618 | 0.0% | +0% | — |
| 401 |  $DOW | DOW INC. | $1,374 | 0.0% | +0% | 38 |
| 402 |  $KSS | KOHLS Corp | $1,290 | 0.0% | +0% | 47 |
| 403 |  $VFC | V F CORP | $1,274 | 0.0% | +0% | 59.7 |
| 404 |  $CRWD | CrowdStrike Holdings, Inc. | $1,171 | 0.0% | +0% | 55 |
| 405 |  $NB | NIOCORP DEVELOPMENTS LTD | $1,115 | 0.0% | +0% | — |
| 406 | — | COLUMBIA ETF TR I | $1,012 | 0.0% | +0% | — |
| 407 |  $HLN | Haleon plc | $1,001 | 0.0% | +0% | — |
| 408 |  $NMAX | Newsmax Inc. | $914 | 0.0% | +0% | 33.1 |
| 409 |  $GPN | GLOBAL PAYMENTS INC | $673 | 0.0% | +0% | 42.9 |
| 410 |  $TTRX | Turn Therapeutics Inc. | $544 | 0.0% | +0% | — |
| 411 |  $LUMN | Lumen Technologies, Inc. | $514 | 0.0% | +0% | 39.8 |
| 412 |  $ARCC | ARES CAPITAL CORP | $498 | 0.0% | +4% | — |
| 413 |  $JPC | Nuveen Preferred & Income Opportunities Fund | $498 | 0.0% | +0% | — |
| 414 |  $CCJ | CAMECO CORP | $434 | 0.0% | +0% | — |
| 415 |  $SLXN | Silexion Therapeutics Corp | $426 | 0.0% | +0% | — |
| 416 |  $DXC | DXC Technology Co | $339 | 0.0% | +0% | 52.1 |
| 417 |  $MICC | Magnum Ice Cream Co N.V. | $299 | 0.0% | +0% | — |
| 418 |  $PSKY | Paramount Skydance Corp | $244 | 0.0% | +0% | 62.5 |
| 419 |  $DAVA | Endava plc | $9 | 0.0% | +0% | — |
New Positions (7)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Pflug Koory, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Pflug Koory, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Pflug Koory, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Pflug Koory, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Pflug Koory, LLC (SEC CIK: 1740063), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Pflug Koory, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.