Pflug Koory, LLC — 13F Holdings & Portfolio

CIK 1740063 · latest 13F-HR filed 2026-07-21

Pflug Koory, LLC manages $250.3M in 13F-reported U.S. long-equity assets across 426 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.A (6.28%), CAT (5.89%), AAPL (5.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 6, added to 234, and trimmed 73.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
11312 Q ST
OMAHA, NE 68137
Phone
(402) 691-0988
Filing Manager
Pflug Koory, LLC
OMAHA, NE
Signatory
Karen Sulentic
Member
Loading holdings…
AUM

$250.3M

Long-equity book

Holdings

426

Distinct positions

Period

2026-06-30

Filed 2026-07-21

Q/Q Activity

+13 / −6 / ↑234 / ↓73

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • APPLIED MATLS INC$6.3M +100.3%
  • CATERPILLAR INC$4.9M +50.4%
  • CORNING INC$3.0M +82.3%
  • ADVANCED MICRO DEVICES INC$2.2M +186.0%
  • APPLE INC$1.8M +14.1%
Show all 234

Top Trims

  • NORTHROP GRUMMAN CORP-$581.8K -25.2%
  • VERIZON COMMUNICATIONS INC-$470.5K -15.8%
  • MCKESSON CORP-$336.3K -12.7%
  • LOCKHEED MARTIN CORP-$307.2K -15.7%
  • INGREDION INC-$223.5K -15.7%
Show all 73

New Positions

  • HONEYWELL INTL INC$1.6M
  • HONEYWELL AEROSPACE INC$1.6M
  • S&P GLOBAL INC$790.5K
  • FEDEX FGHT HLDG CO INC$82.6K
  • SOUTHERN CO$29.3K
Show all 13

Exited Positions

  • HONEYWELL INTL INC$3.3M
  • S&P GLOBAL INC$825.6K
  • SEALED AIR CORP NEW$53.6K
  • VANGUARD BD INDEX FDS$6.1K
  • DUPONT DE NEMOURS INC$2.9K
Show all 6
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $15.7M 6.28% 21 SH
2 CATERPILLAR INC CAT 149123101 $14.7M 5.89% 13,849 SH
3 APPLE INC AAPL 037833100 $14.5M 5.78% 49,984 SH
4 APPLIED MATLS INC AMAT 038222105 $12.5M 5.01% 17,343 SH
5 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $10.4M 4.14% 20,735 SH
6 CORNING INC GLW 219350105 $6.7M 2.69% 26,330 SH
7 MICROSOFT CORP MSFT 594918104 $6.3M 2.53% 16,958 SH
8 SCHWAB STRATEGIC TR SCHO 808524862 $4.6M 1.82% 188,599 SH
9 ALPHABET INC GOOGL 02079K305 $4.4M 1.75% 12,280 SH
10 PARKER-HANNIFIN CORP PH 701094104 $4.1M 1.65% 4,214 SH
11 CISCO SYS INC CSCO 17275R102 $3.7M 1.47% 31,392 SH
12 ADVANCED MICRO DEVICES INC AMD 007903107 $3.4M 1.36% 5,872 SH
13 STANDEX INTL CORP SXI 854231107 $3.0M 1.18% 8,281 SH
14 JOHNSON & JOHNSON JNJ 478160104 $2.9M 1.17% 11,532 SH
15 US BANCORP USB 902973304 $2.8M 1.13% 46,893 SH
16 SCHWAB STRATEGIC TR SCHR 808524854 $2.8M 1.12% 113,892 SH
17 THERMO FISHER SCIENTIFIC INC TMO 883556102 $2.7M 1.09% 5,462 SH
18 VISHAY INTERTECHNOLOGY INC VSH 928298108 $2.7M 1.06% 49,447 SH
19 CITIGROUP INC C 172967424 $2.6M 1.05% 18,714 SH
20 MERCK & CO INC MRK 58933Y105 $2.5M 1.02% 19,803 SH
21 AMAZON COM INC AMZN 023135106 $2.5M 1.00% 10,533 SH
22 VERIZON COMMUNICATIONS INC VZ 92343V104 $2.5M 1.00% 59,207 SH
23 ABBVIE INC ABBV 00287Y109 $2.5M 0.98% 9,770 SH
24 ABM INDS INC ABM 000957100 $2.4M 0.97% 54,686 SH
25 UNION PAC CORP UNP 907818108 $2.3M 0.93% 8,605 SH
26 MCKESSON CORP MCK 58155Q103 $2.3M 0.92% 3,064 SH
27 SCHWAB STRATEGIC TR SCHF 808524805 $2.3M 0.92% 83,227 SH
28 CSX CORP CSX 126408103 $2.3M 0.90% 47,562 SH
29 ORACLE CORP ORCL 68389X105 $2.2M 0.89% 15,206 SH
30 PROCTER & GAMBLE CO PG 742718109 $2.2M 0.89% 15,130 SH
31 JPMORGAN CHASE & CO JPM 46625H100 $2.2M 0.87% 6,617 SH
32 NORFOLK SOUTHN CORP NSC 655844108 $2.2M 0.86% 6,850 SH
33 GOLDMAN SACHS ETF TR GBIL 381430529 $1.9M 0.76% 19,110 SH
34 ALLSTATE CORP ALL 020002101 $1.9M 0.74% 7,827 SH
35 ISHARES U S ETF TR NEAR 46431W507 $1.8M 0.73% 36,103 SH
36 WELLS FARGO & CO WFC 949746101 $1.8M 0.71% 21,657 SH
37 TARGET CORP TGT 87612E106 $1.7M 0.69% 13,294 SH
38 NORTHROP GRUMMAN CORP NOC 666807102 $1.7M 0.69% 3,384 SH
39 LOCKHEED MARTIN CORP LMT 539830109 $1.6M 0.66% 3,236 SH
40 HONEYWELL INTL INC HON 438516205 $1.6M 0.65% 7,272 SH
41 ISHARES TR TIP 464287176 $1.6M 0.64% 14,675 SH
42 HONEYWELL AEROSPACE INC HONA 43849R105 $1.6M 0.64% 7,232 SH
43 AMERICAN EXPRESS CO AXP 025816109 $1.6M 0.63% 4,636 SH
44 SCHWAB STRATEGIC TR SCHX 808524201 $1.5M 0.60% 50,700 SH
45 TRANE TECHNOLOGIES PLC TT G8994E103 $1.5M 0.59% 3,027 SH
46 EMERSON ELEC CO EMR 291011104 $1.4M 0.56% 9,874 SH
47 L3HARRIS TECHNOLOGIES INC LHX 502431109 $1.4M 0.56% 4,835 SH
48 CHEVRON CORPORATION CVX 166764100 $1.4M 0.56% 8,423 SH
49 VISA INC V 92826C839 $1.4M 0.55% 4,021 SH
50 ABBOTT LABORATORIES ABT 002824100 $1.3M 0.53% 14,522 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-21 $250.3M 426 0001740063-26-000003
2026-03-31 2026-04-22 $218.2M 419 0001740063-26-000002
2025-12-31 2026-01-20 $214.3M 418 0001740063-26-000001