CIK 1730815

Poehling Capital Management, INC.

Institutional 13F holdings & portfolio

Holdings

141

Portfolio Value

$1M+

Latest Report

Dec 31, 2025

Report Periods

Holdings

13F filings as of Dec 31, 2025 · Showing 101–141 of 141

Ticker	Company	Shares	Value	Type
CEG	CONSTELLATION ENERGY COR	1K	$100K–$500K	SH
RTX	RTX CORP	2K	$100K–$500K	SH
CLX	CLOROX CO	4K	$100K–$500K	SH
IJR	ISHARES CORE S&P SMALL CAP ETF	3K	$100K–$500K	SH
FN	FABRINET F	880	$100K–$500K	SH
IWD	ISHARES RUSSELL 1000 VALUE ETF	2K	$100K–$500K	SH
L	LOEWS CORP	4K	$100K–$500K	SH
BX	BLACKSTONE INC	3K	$100K–$500K	SH
AVGO	BROADCOM INC	1K	$100K–$500K	SH
MTCH	IAC INC	10K	$100K–$500K	SH
SPY	SPDR S&P 500 ETF	547	$100K–$500K	SH
IWR	ISHARES RUSSELL MID CAP ETF	4K	$100K–$500K	SH
HD	HOME DEPOT INC	1K	$100K–$500K	SH
XBI	STATE STREET SPDR S&P BIOTCH ETF	3K	$100K–$500K	SH
CBRL	CRACKER BARREL OLD CTRY	13K	$100K–$500K	SH
CRAK	VANECK OIL REFINERS ETF	8K	$100K–$500K	SH
IEO	ISHARES US OIL GAS EXL PROD ETF	4K	$100K–$500K	SH
FITB	FIFTH THIRD BANCORP	6K	$100K–$500K	SH
CP	CANADIAN PACIFIC KAN F	4K	$100K–$500K	SH
ILMN	ILLUMINA INC	2K	$100K–$500K	SH
ADBE	ADOBE INC	795	$100K–$500K	SH
BLK	BLACKROCK INC NEW	259	$100K–$500K	SH
VXUS	VANGUARD TOTAL INTERNATIONAL STK ETF	3K	$100K–$500K	SH
JCI	JOHNSON CONTROLS INT F	2K	$100K–$500K	SH
HHH	HOWARD HUGHES HLDGS INC	3K	$100K–$500K	SH
PM	PHILIP MORRIS INTL INC	2K	$100K–$500K	SH
CB	CHUBB LTD F	794	$100K–$500K	SH
XLE	STATE STRET ENRGY SLECT SEC SPDR ETF	6K	$100K–$500K	SH
MGEE	MGE ENERGY INC	3K	$100K–$500K	SH
MTUM	ISHARES MSCI USA MOMNTUM FCT ETF	979	$100K–$500K	SH
CSCO	CISCO SYS INC	3K	$100K–$500K	SH
APP	APPLOVIN CORP CLASS A	350	$100K–$500K	SH
VPU	VANGUARD UTILITIES ETF	1K	$100K–$500K	SH
IEFA	ISHARES CORE MSCI EAFE ETF	2K	$100K–$500K	SH
RPD	RAPID7 INC	14K	$100K–$500K	SH
NEE	NEXTERA ENERGY INC	3K	$100K–$500K	SH
VHT	VANGUARD HEALTH CARE ETF	700	$100K–$500K	SH
CGNT	COGNYTE SOFTWARE LTD F	18K	$100K–$500K	SH
GERN	GERON CORP	76K	$100K–$500K	SH
SSP	SCRIPPS E W CO OHIO CLASS CLASS A	18K	$50K–$100K	SH
SABR	SABRE CORP	41K	$50K–$100K	SH