Mengis Capital Management, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $479 Million distributed in 188 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.4M, Microsoft Corp with a value of $29.8M, Chevron Corp with a value of $14.9M, Paccar Inc with a value of $14.7M, and Jpmorgan Chase & CO with a value of $13.7M.
Examining the 13F form we can see an decrease of $18.3M in the current position value, from $497M to 479M.
Below you can find more details about Mengis Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$479 Million
Technology: $106 Million
Industrials: $87.1 Million
Healthcare: $60.7 Million
ETFs: $59.6 Million
Consumer Defensive: $47.4 Million
Financial Services: $37.4 Million
Energy: $32.8 Million
Communication Services: $20.7 Million
Other: $27.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
