CIK 1730815
Poehling Capital Management, INC.
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 14K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 30K | $1M+ | SH |
| — | NESTLE S A F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 26K | $1M+ | SH |
| CRM | SALESFORCE INC | 9K | $1M+ | SH |
| SPHR | SPHERE ENTERTAINMENT A CLASS CLASS A | 25K | $1M+ | SH |
| SJM | SMUCKER J M CO | 22K | $1M+ | SH |
| CNH | CNH INDL N V F | 230K | $1M+ | SH |
| — | SEVEN & I HLDGS CO LTD F SPONSORED ADR 1 ADR REPS 1 ORD SHS | 147K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORP | 38K | $1M+ | SH |
| TROW | PRICE T ROWE GROUP INC | 19K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 22K | $1M+ | SH |
| NFLX | NETFLIX INC | 20K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 31K | $1M+ | SH |
| SLB | SLB LIMITED F | 45K | $1M+ | SH |
| CTRA | COTERRA ENERGY INC | 66K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 8K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 5K | $1M+ | SH |
| OGN | ORGANON & CO | 216K | $1M+ | SH |
| GNRC | GENERAC HLDGS INC | 10K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 4K | $1M+ | SH |
| BEN | FRANKLIN RES INC | 55K | $1M+ | SH |
| EG | EVEREST REINSURANCE GR F | 4K | $1M+ | SH |
| SHEL | SHELL PLC F TENDER OFFER EXP: | 17K | $1M+ | SH |
| BKNG | BOOKING HLDGS INC | 230 | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD ETF | 8K | $1M+ | SH |
| PSX | PHILLIPS 66 | 9K | $1M+ | SH |
| FTI | TECHNIPFMC PLC F | 26K | $1M+ | SH |
| BP | BP P L C F SPONSORED ADR 1 ADR REPS 6 ORD SHS | 28K | $500K+ | SH |
| PFE | PFIZER INC | 38K | $500K+ | SH |
| TAP | MOLSON COORS BEVERAG B CLASS CLASS B | 20K | $500K+ | SH |
| USB | US BANCORP DEL | 17K | $500K+ | SH |
| GOOGL | ALPHABET INC CLASS CLASS A | 3K | $500K+ | SH |
| DXC | DXC TECHNOLOGY CO | 53K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| ACGL | ARCH CAPITAL GROUP LTD F | 8K | $500K+ | SH |
| FAST | FASTENAL CO | 19K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 723 | $500K+ | SH |
| VOO | VANGUARD S&P 500 ETF | 969 | $500K+ | SH |
| BHC | BAUSCH HEALTH COS INC F | 86K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES IN CLASS CLASS A | 3K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVIC | 3K | $500K+ | SH |
| LRCX | LAM RESH CORP | 3K | $500K+ | SH |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | 16K | $500K+ | SH |
| ITA | ISHARES US AEROSPACE DEFENSE ETF | 2K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC N CLASS CLASS A | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |