Mengis Capital Management, Inc. has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $467 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.9M, Microsoft Corp with a value of $25.1M, Chevron Corp with a value of $17.3M, Jpmorgan Chase & CO with a value of $13.8M, and Paccar Inc with a value of $13M.
Examining the 13F form we can see an decrease of $12.3M in the current position value, from $479M to 467M.
Below you can find more details about Mengis Capital Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$467 Million
Technology: $93.3 Million
Industrials: $81.1 Million
Healthcare: $61.8 Million
ETFs: $59.9 Million
Consumer Defensive: $53.5 Million
Financial Services: $37 Million
Energy: $36.9 Million
Communication Services: $17.9 Million
Other: $25.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
