Poehling Capital Management, Inc. Top Holdings and 13F Report (2026)

About Poehling Capital Management, Inc.

Investment Activity

Poehling Capital Management, Inc. has $466.25 million in total holdings as of June 30, 2026.
Poehling Capital Management, Inc. owns shares of 166 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 7.99% of the portfolio was purchased this quarter.
About 15.60% of the portfolio was sold this quarter.
This quarter, Poehling Capital Management, Inc. has purchased 153 new stocks and bought additional shares in 47 stocks.
Poehling Capital Management, Inc. sold shares of 68 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Berkshire Hathaway: $30,949,122
Markel Group: $26,672,258
Alphabet: $22,358,101
Charles Schwab: $16,578,243
Cannae: $13,825,570

Largest New Holdings this Quarter

235851102 - Danaher: $3,951,127 Holding
48251W104 - KKR & Co. Inc.: $2,882,259 Holding
115236101 - Brown & Brown: $2,513,910 Holding
461202103 - Intuit: $2,379,015 Holding
25179M103 - Devon Energy: $1,888,944 Holding

Largest Purchases this Quarter

Danaher: 20,743 shares (about $3.95M)
KKR & Co. Inc.: 31,404 shares (about $2.88M)
Brown & Brown: 39,188 shares (about $2.51M)
Intuit: 9,115 shares (about $2.38M)
Devon Energy: 45,715 shares (about $1.89M)

Largest Sales this Quarter

The Goldman Sachs Group: 4,705 shares (about $4.76M)
Generac: 8,665 shares (about $2.54M)
Amazon.com: 1,790 shares (about $426.62K)
Advanced Micro Devices: 618 shares (about $359.00K)
Alphabet: 992 shares (about $350.50K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BRK.B Berkshire Hathaway	$30,949,122	$1,072,336 â–²	3.6%	61,850	6.6%	Finance
MKL Markel Group	$26,672,258	$437,474 â–²	1.7%	13,657	5.7%	Multi-Sector Conglomerates
GOOG Alphabet	$22,358,101	$350,505 â–¼	-1.5%	63,278	4.8%	Computer and Technology
SCHW Charles Schwab	$16,578,243	$315,656 â–²	1.9%	179,671	3.6%	Finance
CNNE Cannae	$13,825,570	$85,234 â–²	0.6%	960,109	3.0%	Finance
AAPL Apple	$13,652,080	$63,660 â–²	0.5%	47,180	2.9%	Computer and Technology
FISERV INC	$12,001,750	$989,976 â–²	9.0%	244,684	2.6%	COM
WFC Wells Fargo & Company	$11,666,950	$277,918 â–²	2.4%	141,178	2.5%	Finance
VTRS Viatris	$10,675,322	$37,826 â–¼	-0.4%	672,250	2.3%	Medical
PEP PepsiCo	$10,371,775	$63,909 â–²	0.6%	76,601	2.2%	Consumer Staples
C Citigroup	$8,656,106	$75,159 â–¼	-0.9%	61,847	1.9%	Financial Services
AMZN Amazon.com	$7,623,471	$426,625 â–¼	-5.3%	31,986	1.6%	Retail/Wholesale
V Visa	$7,587,092	$21,958 â–¼	-0.3%	22,114	1.6%	Business Services
MA Mastercard	$7,471,339	$26,194 â–²	0.4%	14,547	1.6%	Business Services
DEO Diageo	$7,462,479	$340,409 â–¼	-4.4%	92,840	1.6%	Consumer Staples
BTI British American Tobacco	$7,355,233	$30,015 â–¼	-0.4%	119,094	1.6%	Consumer Staples
IVZ Invesco	$6,635,211	$41,432 â–¼	-0.6%	251,429	1.4%	Finance
CRM Salesforce	$6,617,788	$1,675,949 â–²	33.9%	42,243	1.4%	Computer and Technology
MSFT Microsoft	$6,520,212	$36,928 â–¼	-0.6%	17,480	1.4%	Computer and Technology
CNC Centene	$6,193,115	$36,845 â–¼	-0.6%	96,481	1.3%	Medical
HSY Hershey	$6,187,420	$49,301 â–¼	-0.8%	35,266	1.3%	Consumer Staples
MPC Marathon Petroleum	$6,174,175	$18,153 â–¼	-0.3%	24,149	1.3%	Energy
JEF Jefferies Financial Group	$6,115,303	$13,844 â–¼	-0.2%	122,355	1.3%	Finance
AMG Affiliated Managers Group	$6,107,105	$49,068 â–¼	-0.8%	18,047	1.3%	Finance
PARAMOUNT SKYDANCE CORP	$6,083,597	$104,496 â–²	1.7%	616,998	1.3%	COM CL B
JAZZ Jazz Pharmaceuticals	$5,275,315	$180,005 â–¼	-3.3%	21,892	1.1%	Medical
MMM 3M	$5,197,959	$43,392 â–¼	-0.8%	32,104	1.1%	Multi-Sector Conglomerates
TGT Target	$5,085,562	$19,853 â–¼	-0.4%	38,937	1.1%	Retail/Wholesale
MDT Medtronic	$4,958,687	$21,279 â–¼	-0.4%	63,386	1.1%	Medical
OXY Occidental Petroleum	$4,827,469	$26,568 â–²	0.6%	99,392	1.0%	Energy
AIG American International Group	$4,728,705	$30,483 â–²	0.6%	63,447	1.0%	Finance
DINO HF Sinclair	$4,582,065	$26,397 â–¼	-0.6%	65,787	1.0%	Energy
JXN Jackson Financial	$4,544,683	$227,715 â–¼	-4.8%	44,386	1.0%	Finance
DIS Walt Disney	$4,465,808	$41,099 â–¼	-0.9%	46,398	1.0%	Consumer Discretionary
STZ Constellation Brands	$4,378,553	$142,845 â–²	3.4%	31,480	0.9%	Consumer Staples
SCHX Schwab US Large-Cap ETF	$3,954,262	$216,163 â–¼	-5.2%	134,362	0.8%	ETF
DHR Danaher	$3,951,127	$3,951,127 â–²	New Holding	20,743	0.8%	Medical
PBR Petroleo Brasileiro S.A.- Petrobras	$3,893,978	$323 â–²	0.0%	240,964	0.8%	Energy
KDP Keurig Dr Pepper	$3,837,527	$267,470 â–¼	-6.5%	117,248	0.8%	Consumer Staples
UNH UnitedHealth Group	$3,771,842	$31,588 â–¼	-0.8%	9,075	0.8%	Medical
BABA Alibaba Group	$3,766,447	$63,539 â–²	1.7%	39,242	0.8%	Retail/Wholesale
META Meta Platforms	$3,646,176	$210,107 â–¼	-5.4%	6,473	0.8%	Computer and Technology
NVDA NVIDIA	$3,595,483	$256,520 â–²	7.7%	17,969	0.8%	Computer and Technology
SLB SLB	$3,498,094	$13,715 â–²	0.4%	75,244	0.8%	Energy
TROW T. Rowe Price Group	$3,397,967	$33,084 â–²	1.0%	29,888	0.7%	Finance
BAC Bank of America	$3,211,038	$3,020 â–¼	-0.1%	56,354	0.7%	Finance
BMY Bristol Myers Squibb	$3,081,287	$13,541 â–¼	-0.4%	53,476	0.7%	Medical
SPHR Sphere Entertainment	$3,008,300	$261,967 â–¼	-8.0%	17,386	0.6%	Consumer Discretionary
KKR KKR & Co. Inc.	$2,882,259	$2,882,259 â–²	New Holding	31,404	0.6%	Finance
NFLX Netflix	$2,880,490	$1,467,484 â–²	103.9%	40,343	0.6%	Consumer Discretionary
TFC Truist Financial	$2,840,238	$30,938 â–¼	-1.1%	57,010	0.6%	Finance
CARR Carrier Global	$2,789,207	$17,897 â–¼	-0.6%	38,026	0.6%	Construction
EL Estee Lauder Companies	$2,609,298	$17,685 â–¼	-0.7%	33,050	0.6%	Consumer Staples
SJM J. M. Smucker	$2,587,388	$61,650 â–²	2.4%	22,999	0.6%	Consumer Staples
CNH INDL N V	$2,557,812	$23,841 â–¼	-0.9%	227,766	0.5%	SHS
BRO Brown & Brown	$2,513,910	$2,513,910 â–²	New Holding	39,188	0.5%	Finance
ADBE Adobe	$2,479,717	$233,518 â–¼	-8.6%	12,095	0.5%	Computer and Technology
INTU Intuit	$2,379,015	$2,379,015 â–²	New Holding	9,115	0.5%	Computer and Technology
MO Altria Group	$2,349,815	$116,991 â–²	5.2%	32,659	0.5%	Consumer Staples
KIMBERLY-CLARK CORP	$2,289,912	$622,506 â–²	37.3%	20,861	0.5%	COM
MU Micron Technology	$1,902,270	$136,206 â–¼	-6.7%	1,648	0.4%	Computer and Technology
DVN Devon Energy	$1,888,944	$1,888,944 â–²	New Holding	45,715	0.4%	Energy
AJG Arthur J. Gallagher & Co.	$1,855,155	$1,855,155 â–²	New Holding	8,081	0.4%	Finance
FDS FactSet Research Systems	$1,811,420	$920 â–¼	-0.1%	7,873	0.4%	Business Services
BEN Franklin Resources	$1,809,988	$17,167 â–¼	-0.9%	54,403	0.4%	Finance
FTI TechnipFMC	$1,769,216	$104,555 â–²	6.3%	26,685	0.4%	Energy
JNJ Johnson & Johnson	$1,721,676	$239,750 â–²	16.2%	6,779	0.4%	Medical
AMD Advanced Micro Devices	$1,607,959	$359,002 â–¼	-18.3%	2,768	0.3%	Computer and Technology
BDX Becton, Dickinson and Company	$1,528,130	$122,275 â–²	8.7%	10,098	0.3%	Medical
PSX Phillips 66	$1,524,324	$17,919 â–¼	-1.2%	9,017	0.3%	Energy
FBIZ First Business Financial Services	$1,506,478	$111,621 â–¼	-6.9%	23,848	0.3%	Finance
LAM RESEARCH CORP	$1,429,989	$1,429,989 â–²	New Holding	3,300	0.3%	COM NEW
GOOGL Alphabet	$1,386,219	$172,965 â–²	14.3%	3,879	0.3%	Computer and Technology
EG Everest Group	$1,383,195	$16,433 â–¼	-1.2%	3,872	0.3%	Finance
TAP Molson Coors Beverage	$1,359,548	$252,344 â–²	22.8%	34,896	0.3%	Consumer Staples
BKNG Booking	$1,308,995	$1,258,018 â–²	2,467.8%	7,344	0.3%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$1,307,856		0.0%	8,276	0.3%	Financial Services
SHEL Shell	$1,282,589	$24,735 â–¼	-1.9%	16,541	0.3%	Energy
JPM JPMorgan Chase & Co.	$1,247,259	$92,644 â–¼	-6.9%	3,810	0.3%	Finance
BATRK Atlanta Braves	$1,208,336	$2,855 â–¼	-0.2%	23,282	0.3%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$1,176,163	$772,160 â–²	191.1%	1,575	0.3%	Finance
KD Kyndryl	$1,094,231	$98,318 â–²	9.9%	96,749	0.2%	Business Services
BP BP	$1,042,507	$74 â–¼	0.0%	28,214	0.2%	Energy
USB U.S. Bancorp	$1,017,365	$2,416 â–¼	-0.2%	16,844	0.2%	Finance
PFE Pfizer	$947,178	$43,295 â–²	4.8%	39,335	0.2%	Medical
FAST Fastenal	$916,605		0.0%	19,084	0.2%	Retail/Wholesale
DE Deere & Company	$908,995	$26,008 â–²	2.9%	1,433	0.2%	Industrials
CLX Clorox	$890,073	$481,876 â–²	118.1%	9,326	0.2%	Consumer Staples
GLW Corning	$874,592	$874,592 â–²	New Holding	3,424	0.2%	Computer and Technology
COST Costco Wholesale	$855,020	$59,870 â–²	7.5%	914	0.2%	Retail/Wholesale
AMAT Applied Materials	$831,450		0.0%	1,150	0.2%	Computer and Technology
ACGL Arch Capital Group	$784,730	$388 â–¼	0.0%	8,085	0.2%	Finance
ZTS Zoetis	$777,238	$777,238 â–²	New Holding	10,816	0.2%	Medical
WBD Warner Bros. Discovery	$774,473	$55,879 â–¼	-6.7%	29,050	0.2%	Consumer Discretionary
CBRL Cracker Barrel Old Country Store	$769,279	$62,681 â–²	8.9%	14,433	0.2%	Retail/Wholesale
STUBHUB HLDGS INC	$765,997	$2,921 â–¼	-0.4%	59,518	0.2%	CL A
GS The Goldman Sachs Group	$730,209	$4,758,495 â–¼	-86.7%	722	0.2%	Finance
ABBV AbbVie	$702,831	$3,523 â–¼	-0.5%	2,793	0.2%	Medical
WALMART INC	$678,008	$5,890 â–²	0.9%	5,986	0.1%	COM
VOO Vanguard S&P 500 ETF	$645,957	$9,610 â–¼	-1.5%	941	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Poehling Capital Management, Inc. Top Holdings and 13F Report (2026)

About Poehling Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Poehling Capital Management, Inc. Top Holdings and 13F Report (2026)

About Poehling Capital Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPoehling Capital Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools