Poehling Capital Management, INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1730815
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$466.3M
Holdings
166
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Poehling Capital Management, INC. disclosed 166 positions worth $466.3M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 6.6% of the equity portfolio, followed by $MKL and $GOOGL. During the quarter the fund opened 27 new positions and exited 14 — including a new stake in $DHR. The portfolio is most concentrated in Financials (35.4% of disclosed assets). All figures are sourced directly from Poehling Capital Management, INC.’s Form 13F-HR filing with the SEC under CIK 1730815.
AI Fund Analysis
Diversifying
Sector Allocation
FinancialsTechnologyConsumer StaplesHealthcareConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 73.8#126
Quality
$30.9M61,850 sh - 60.2#875
Quality
$26.7M13,657 sh - 78.2#57
Quality
$22.4M63,278 sh - 79.4
Quality
$16.6M179,671 sh - 39.9
Quality
$13.8M960,109 sh - 76.4
Quality
$13.7M47,180 sh - 60.7
Quality
$12.0M244,684 sh - 61.8
Quality
$11.7M141,178 sh - 45.4
Quality
$10.7M672,250 sh - 63.4
Quality
$10.4M76,601 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $30.9M | 61,850 |
 MARKEL GROUP INC.$MKL | 60.2#875 | $26.7M | 13,657 |
 Alphabet Inc.$GOOGL | 78.2#57 | $22.4M | 63,278 |
 SCHWAB CHARLES CORP$SCHW | 79.4 | $16.6M | 179,671 |
 Cannae Holdings, Inc.$CNNE | 39.9 | $13.8M | 960,109 |
 Apple Inc.$AAPL | 76.4 | $13.7M | 47,180 |
 FISERV INC$FISV | 60.7 | $12.0M | 244,684 |
 WELLS FARGO & COMPANY/MN$WFC | 61.8 | $11.7M | 141,178 |
 Viatris Inc$VTRS | 45.4 | $10.7M | 672,250 |
 PEPSICO INC$PEP | 63.4 | $10.4M | 76,601 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Poehling Capital Management, INC.'s 166 positions.
Showing top 10 of 166 holdings.
Sector Allocation
Financials
$165.2M
Technology
$80.5M
Consumer Staples
$48.8M
Healthcare
$46.0M
Consumer Discretionary
$32.3M
Energy
$30.7M
Industrials
$25.0M
Communication Services
$19.2M
Full Holdings — Poehling Capital Management, INC. (Q2 2026)
All 166 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.B | BERKSHIRE HATHAWAY INC | $30.9M | 6.6% | +4% | 73.8 |
| 2 | $MKL | MARKEL GROUP INC. | $26.7M | 5.7% | +2% | 60.2 |
| 3 | $GOOGL | Alphabet Inc. | $22.4M | 4.8% | -2% | 78.2 |
| 4 | $SCHW | SCHWAB CHARLES CORP | $16.6M | 3.6% | +2% | 79.4 |
| 5 | $CNNE | Cannae Holdings, Inc. | $13.8M | 3.0% | +1% | 39.9 |
| 6 | $AAPL | Apple Inc. | $13.7M | 2.9% | +0% | 76.4 |
| 7 | $FISV | FISERV INC | $12.0M | 2.6% | +9% | 60.7 |
| 8 | $WFC | WELLS FARGO & COMPANY/MN | $11.7M | 2.5% | +2% | 61.8 |
| 9 | $VTRS | Viatris Inc | $10.7M | 2.3% | -0% | 45.4 |
| 10 | $PEP | PEPSICO INC | $10.4M | 2.2% | +1% | 63.4 |
| 11 |  $C | CITIGROUP INC | $8.7M | 1.9% | -1% | 65 |
| 12 |  $AMZN | AMAZON COM INC | $7.6M | 1.6% | -5% | 68.7 |
| 13 |  $V | VISA INC. | $7.6M | 1.6% | -0% | 82.9 |
| 14 |  $MA | Mastercard Inc | $7.5M | 1.6% | +0% | 85.1 |
| 15 |  $DEO | DIAGEO PLC | $7.5M | 1.6% | -4% | — |
| 16 |  $BTI | British American Tobacco p.l.c. | $7.4M | 1.6% | -0% | — |
| 17 |  $IVZ | Invesco Ltd. | $6.6M | 1.4% | -1% | — |
| 18 |  $CRM | Salesforce, Inc. | $6.6M | 1.4% | +34% | 77 |
| 19 |  $MSFT | MICROSOFT CORP | $6.5M | 1.4% | -1% | 79.8 |
| 20 |  $CNC | CENTENE CORP | $6.2M | 1.3% | -1% | 58.2 |
| 21 |  $HSY | HERSHEY CO | $6.2M | 1.3% | -1% | 65.7 |
| 22 |  $MPC | Marathon Petroleum Corp | $6.2M | 1.3% | -0% | 61 |
| 23 |  $JEF | Jefferies Financial Group Inc. | $6.1M | 1.3% | -0% | 57.5 |
| 24 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $6.1M | 1.3% | -1% | 56.1 |
| 25 |  $PSKY | Paramount Skydance Corp | $6.1M | 1.3% | +2% | 44.5 |
| 26 |  $JAZZ | Jazz Pharmaceuticals plc | $5.3M | 1.1% | -3% | — |
| 27 |  $MMM | 3M CO | $5.2M | 1.1% | -1% | 64.9 |
| 28 |  $TGT | TARGET CORP | $5.1M | 1.1% | -0% | 60.7 |
| 29 |  $MDT | Medtronic plc | $5.0M | 1.1% | -0% | 68.7 |
| 30 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $4.8M | 1.0% | +1% | 62.6 |
| 31 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $4.7M | 1.0% | +1% | 54.9 |
| 32 |  $DINO | HF Sinclair Corp | $4.6M | 1.0% | -1% | 58.7 |
| 33 |  $JXN | Jackson Financial Inc. | $4.5M | 1.0% | -5% | 60.4 |
| 34 |  $DIS | Walt Disney Co | $4.5M | 1.0% | -1% | 60.1 |
| 35 |  $STZ | CONSTELLATION BRANDS, INC. | $4.4M | 0.9% | +3% | 59.8 |
| 36 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.0M | 0.8% | -5% | — |
| 37 |  $DHR | DANAHER CORP /DE/ | $4.0M | 0.8% | NEW | 64.8 |
| 38 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $3.9M | 0.8% | +0% | 54.3 |
| 39 |  $KDP | Keurig Dr Pepper Inc. | $3.8M | 0.8% | -7% | 64.6 |
| 40 |  $UNH | UNITEDHEALTH GROUP INC | $3.8M | 0.8% | -1% | 62.7 |
| 41 |  $BABA | Alibaba Group Holding Ltd | $3.8M | 0.8% | +2% | — |
| 42 |  $META | Meta Platforms, Inc. | $3.6M | 0.8% | -5% | 79.6 |
| 43 |  $NVDA | NVIDIA CORP | $3.6M | 0.8% | +8% | 85.9 |
| 44 |  $SLB | SLB LIMITED/NV | $3.5M | 0.8% | +0% | 57.9 |
| 45 |  $TROW | PRICE T ROWE GROUP INC | $3.4M | 0.7% | +1% | 69 |
| 46 |  $BAC | BANK OF AMERICA CORP /DE/ | $3.2M | 0.7% | -0% | 67.6 |
| 47 |  $BMY | BRISTOL MYERS SQUIBB CO | $3.1M | 0.7% | -0% | 70.4 |
| 48 |  $SPHR | Sphere Entertainment Co. | $3.0M | 0.7% | -8% | 53.7 |
| 49 |  $KKR | KKR & Co. Inc. | $2.9M | 0.6% | -0% | 54.3 |
| 50 |  $NFLX | NETFLIX INC | $2.9M | 0.6% | +104% | 78.8 |
| 51 |  $TFC | TRUIST FINANCIAL CORP | $2.8M | 0.6% | -1% | 76.4 |
| 52 |  $CARR | CARRIER GLOBAL Corp | $2.8M | 0.6% | -1% | 56.6 |
| 53 |  $EL | ESTEE LAUDER COMPANIES INC | $2.6M | 0.6% | -1% | 51.2 |
| 54 |  $SJM | J M SMUCKER Co | $2.6M | 0.6% | +2% | 59.1 |
| 55 |  $CNH | CNH Industrial N.V. | $2.6M | 0.6% | -1% | — |
| 56 |  $BRO | BROWN & BROWN, INC. | $2.5M | 0.5% | NEW | 73.8 |
| 57 |  $ADBE | ADOBE INC. | $2.5M | 0.5% | -9% | 77.6 |
| 58 |  $INTU | INTUIT INC. | $2.4M | 0.5% | NEW | 79.3 |
| 59 |  $MO | ALTRIA GROUP, INC. | $2.3M | 0.5% | +5% | 67.4 |
| 60 |  $KMB | KIMBERLY CLARK CORP | $2.3M | 0.5% | +37% | 58.7 |
| 61 |  $MU | MICRON TECHNOLOGY INC | $1.9M | 0.4% | -7% | 86.2 |
| 62 |  $DVN | DEVON ENERGY CORP/DE | $1.9M | 0.4% | NEW | 74.8 |
| 63 |  $AJG | Arthur J. Gallagher & Co. | $1.9M | 0.4% | NEW | 71.2 |
| 64 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $1.8M | 0.4% | -0% | 66.4 |
| 65 |  $BEN | FRANKLIN TEMPLETON INC | $1.8M | 0.4% | -1% | 57.9 |
| 66 |  $FTI | TechnipFMC plc | $1.8M | 0.4% | +6% | — |
| 67 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.4% | +16% | 69 |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $1.6M | 0.3% | -18% | 79.8 |
| 69 |  $BDX | BECTON DICKINSON & CO | $1.5M | 0.3% | +9% | 59 |
| 70 |  $PSX | Phillips 66 | $1.5M | 0.3% | -1% | 57.8 |
| 71 |  $FBIZ | FIRST BUSINESS FINANCIAL SERVICES, INC. | $1.5M | 0.3% | -7% | 55.5 |
| 72 |  $LRCX | LAM RESEARCH CORP | $1.4M | 0.3% | +0% | 79.4 |
| 73 |  $GOOG | Alphabet Inc. | $1.4M | 0.3% | +14% | 78.2 |
| 74 |  $EG | EVEREST GROUP, LTD. | $1.4M | 0.3% | -1% | — |
| 75 |  $TAP | MOLSON COORS BEVERAGE CO | $1.4M | 0.3% | +23% | 41.4 |
| 76 |  $BKNG | Booking Holdings Inc. | $1.3M | 0.3% | +2468% | 58.5 |
| 77 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.3M | 0.3% | +0% | — |
| 78 |  $SHEL | Shell plc | $1.3M | 0.3% | -2% | — |
| 79 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.3% | -7% | 70.7 |
| 80 |  $BATRA | Atlanta Braves Holdings, Inc. | $1.2M | 0.3% | -0% | 20.5 |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $1.2M | 0.3% | +191% | — |
| 82 |  $KD | Kyndryl Holdings, Inc. | $1.1M | 0.2% | +10% | 50.1 |
| 83 |  $BP | BP PLC | $1.0M | 0.2% | -0% | — |
| 84 |  $USB | US BANCORP \DE\ | $1.0M | 0.2% | -0% | 65.3 |
| 85 |  $PFE | PFIZER INC | $947,178 | 0.2% | +5% | 62 |
| 86 |  $FAST | FASTENAL CO | $916,605 | 0.2% | +0% | 66.9 |
| 87 |  $DE | DEERE & CO | $908,995 | 0.2% | +3% | 55.4 |
| 88 |  $CLX | CLOROX CO /DE/ | $890,073 | 0.2% | +118% | 54.1 |
| 89 |  $GLW | CORNING INC /NY | $874,592 | 0.2% | NEW | 73.7 |
| 90 |  $COST | COSTCO WHOLESALE CORP /NEW | $855,020 | 0.2% | +8% | 66.2 |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $831,450 | 0.2% | +0% | 72.3 |
| 92 |  $ACGL | ARCH CAPITAL GROUP LTD. | $784,730 | 0.2% | -0% | — |
| 93 |  $ZTS | Zoetis Inc. | $777,238 | 0.2% | NEW | 68.6 |
| 94 |  $WBD | Warner Bros. Discovery, Inc. | $774,473 | 0.2% | -7% | 41.4 |
| 95 |  $CBRL | CRACKER BARREL OLD COUNTRY STORE, INC | $769,279 | 0.2% | +9% | 45.5 |
| 96 |  $STUB | StubHub Holdings, Inc. | $765,997 | 0.2% | -0% | 49.3 |
| 97 |  $GS | GOLDMAN SACHS GROUP INC | $730,209 | 0.2% | -87% | 73.5 |
| 98 |  $ABBV | AbbVie Inc. | $702,831 | 0.1% | -0% | 72.6 |
| 99 |  $WMT | Walmart Inc. | $678,008 | 0.1% | +1% | 60.2 |
| 100 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $645,957 | 0.1% | -1% | — |
| 101 | — | ISHARES TR - US AER DEF ETF | $569,687 | 0.1% | +0% | — |
| 102 |  $KLAC | KLA CORP | $564,198 | 0.1% | +255% | 78.6 |
| 103 |  $MRVL | Marvell Technology, Inc. | $494,795 | 0.1% | NEW | 76.5 |
| 104 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $489,196 | 0.1% | -15% | — |
| 105 |  $DXC | DXC Technology Co | $466,926 | 0.1% | -0% | 54.8 |
| 106 |  $SON | SONOCO PRODUCTS CO | $458,407 | 0.1% | +0% | 69 |
| 107 |  $AVGO | Broadcom Inc. | $448,012 | 0.1% | +7% | 84.5 |
| 108 |  $RTX | RTX Corp | $447,763 | 0.1% | -1% | 73.2 |
| 109 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $424,091 | 0.1% | -8% | — |
| 110 | — | ISHARES TR - CORE S&P SCP ETF | $421,697 | 0.1% | -16% | — |
| 111 |  $L | LOEWS CORP | $418,764 | 0.1% | -1% | 65.1 |
| 112 | — | SPDR SERIES TRUST - ST STR SP BIOT | $409,076 | 0.1% | -3% | — |
| 113 |  $BHC | Bausch Health Companies Inc. | $406,562 | 0.1% | -4% | 54.1 |
| 114 | — | ISHARES TR - RUS MID CAP ETF | $395,828 | 0.1% | +0% | — |
| 115 |  $SNDK | Sandisk Corp | $393,355 | 0.1% | NEW | 87.7 |
| 116 |  $MCD | MCDONALDS CORP | $393,323 | 0.1% | +0% | 69 |
| 117 |  $ILMN | ILLUMINA, INC. | $390,694 | 0.1% | +0% | 60.4 |
| 118 | — | KRANESHARES TRUST - CSI CHI INTERNET | $387,776 | 0.1% | +0% | — |
| 119 | — | ISHARES TR - RUS 1000 VAL ETF | $385,561 | 0.1% | -16% | — |
| 120 | — | ISHARES TR - US OIL GS EX ETF | $384,405 | 0.1% | +0% | — |
| 121 |  $INTC | INTEL CORP | $381,888 | 0.1% | NEW | 45.6 |
| 122 | — | VANECK ETF TRUST - OIL REFINERS ETF | $376,381 | 0.1% | -3% | — |
| 123 |  $HD | HOME DEPOT, INC. | $371,586 | 0.1% | +3% | 60.3 |
| 124 |  $APO | Apollo Global Management, Inc. | $364,040 | 0.1% | +0% | 52.1 |
| 125 |  $ONTO | ONTO INNOVATION INC. | $361,798 | 0.1% | NEW | 61.9 |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $360,720 | 0.1% | +0% | 70.3 |
| 127 |  $ASB | ASSOCIATED BANC-CORP | $356,778 | 0.1% | NEW | 64.9 |
| 128 |  $WAT | WATERS CORP /DE/ | $356,288 | 0.1% | -1% | 60.4 |
| 129 |  $FITB | FIFTH THIRD BANCORP | $356,258 | 0.1% | +0% | 63.2 |
| 130 |  $GEV | GE Vernova Inc. | $353,633 | 0.1% | -92% | 81.1 |
| 131 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $346,600 | 0.1% | NEW | 69.7 |
| 132 | — | ISHARES TR - MSCI EMG MKT ETF | $342,050 | 0.1% | +0% | — |
| 133 |  $CEG | Constellation Energy Corp | $331,822 | 0.1% | +0% | 59.4 |
| 134 |  $PLTR | Palantir Technologies Inc. | $298,442 | 0.1% | +23% | 84.6 |
| 135 |  $BX | Blackstone Inc. | $295,234 | 0.1% | +0% | 74.4 |
| 136 | — | VANGUARD STAR FDS - VG TL INTL STK F | $288,101 | 0.1% | +0% | — |
| 137 |  $GNRC | GENERAC HOLDINGS INC. | $283,733 | 0.1% | -90% | 54.4 |
| 138 |  $PM | Philip Morris International Inc. | $281,315 | 0.1% | +0% | 75.9 |
| 139 | — | ISHARES TR - RUSSELL 2000 ETF | $272,508 | 0.1% | NEW | — |
| 140 |  $BA | BOEING CO | $270,804 | 0.1% | NEW | 61.6 |
| 141 |  $NUE | NUCOR CORP | $270,641 | 0.1% | +0% | 61.7 |
| 142 |  $DG | DOLLAR GENERAL CORP | $269,703 | 0.1% | NEW | 59.5 |
| 143 | — | ISHARES TR - RUS 1000 GRW ETF | $268,219 | 0.1% | +236% | — |
| 144 |  $JCI | Johnson Controls International plc | $265,774 | 0.1% | -10% | — |
| 145 |  $LITE | Lumentum Holdings Inc. | $261,022 | 0.1% | NEW | 44.3 |
| 146 |  $CB | Chubb Ltd | $261,007 | 0.1% | -3% | — |
| 147 |  $QCOM | QUALCOMM INC/DE | $255,993 | 0.1% | NEW | 70.5 |
| 148 |  $BLK | BlackRock, Inc. | $248,931 | 0.1% | +0% | 70 |
| 149 |  $NEE | NEXTERA ENERGY INC | $248,565 | 0.1% | +8% | 64.6 |
| 150 |  $XOM.R34088 | EXXON MOBIL CORP | $246,780 | 0.1% | +9% | 57.9 |
| 151 | — | VANGUARD WORLD FD - UTILITIES ETF | $244,663 | 0.1% | +0% | — |
| 152 | — | ISHARES TR - MSCI USA MMENTM | $227,296 | 0.1% | -32% | — |
| 153 |  $WDC | WESTERN DIGITAL CORP | $221,636 | 0.1% | NEW | 80.7 |
| 154 |  $TEVA | TEVA PHARMACEUTICAL INDUSTRIES LTD | $220,186 | 0.1% | NEW | — |
| 155 |  $DELL | Dell Technologies Inc. | $214,004 | 0.1% | NEW | 71.2 |
| 156 |  $CMI | CUMMINS INC | $213,963 | 0.1% | NEW | 58.1 |
| 157 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $209,307 | 0.0% | NEW | — |
| 158 |  $DPZ | DOMINOS PIZZA INC | $208,708 | 0.0% | NEW | 60.1 |
| 159 |  $YOU | Clear Secure, Inc. | $206,201 | 0.0% | NEW | 73.1 |
| 160 |  $AMGN | AMGEN INC | $204,236 | 0.0% | NEW | 79.2 |
| 161 |  $BAX | BAXTER INTERNATIONAL INC | $200,664 | 0.0% | NEW | 50.1 |
| 162 |  $CGNT | Cognyte Software Ltd. | $160,630 | 0.0% | -0% | — |
| 163 |  $PDYN | Palladyne AI Corp. | $99,226 | 0.0% | +0% | — |
| 164 |  $GERN | GERON CORP | $97,537 | 0.0% | +0% | — |
| 165 |  $RPD | Rapid7, Inc. | $96,917 | 0.0% | -8% | 48.3 |
| 166 |  $SSP | E.W. SCRIPPS Co | $49,101 | 0.0% | +0% | 29.3 |
New Positions (27)
$DHR DANAHER CORP /DE/$4.0M$BRO BROWN & BROWN, INC.$2.5M$INTU INTUIT INC.$2.4M$DVN DEVON ENERGY CORP/DE$1.9M$AJG Arthur J. Gallagher & Co.$1.9M$GLW CORNING INC /NY$874,592$ZTS Zoetis Inc.$777,238$MRVL Marvell Technology, Inc.$494,795$SNDK Sandisk Corp$393,355$INTC INTEL CORP$381,888$ONTO ONTO INNOVATION INC.$361,798$ASB ASSOCIATED BANC-CORP$356,778$CP CANADIAN PACIFIC KANSAS CITY LTD/CN$346,600 ISHARES TR - RUSSELL 2000 ETF$272,508
$BA BOEING CO$270,804Exited Positions (14)
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