Pflug Koory, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $196 Million distributed in 410 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $16.8M, Apple Inc. with a value of $10.3M, Berkshire Hathaway Inc Class B with a value of $9.17M, Microsoft Corp with a value of $8.03M, and Caterpillar Inc with a value of $5.38M.
Examining the 13F form we can see an increase of $17.8M in the current position value, from $178M to 196M.
Below you can find more details about Pflug Koory, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$196 Million
Financial Services: $44.5 Million
Industrials: $40.3 Million
Technology: $35.8 Million
Healthcare: $21.8 Million
ETFs: $20 Million
Consumer Defensive: $12.2 Million
Consumer Cyclical: $7.37 Million
Communication Services: $6.58 Million
Other: $7.06 Million
Stock Holdings Table Market Cap. of $200 Billions or more
