Fund HoldingsMengis Capital Management, Inc.

Total Portfolio Value
$478.99M
Total Bought
$24.51M
Total Sold
$36.57M
Net Transaction
-$12.06M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ASTRAZENECA PLC ADR(AZN)060,710+60,71004,4620.93%+4,462
CHEVRON CORP(CVX)102,948103,150+20214,91117,2563.60%+2,345
PHILIP MORRIS INTL(PM)44,46244,382-805,3517,0451.47%+1,694
NESTLE ADR33,44541,965+8,5202,7324,2460.89%+1,513
DEERE & CO(DE)27,29027,290011,56312,8092.67%+1,246
NOVARTIS AG ADR080,113+80,11308,9311.86%+8,931
MEDTRONIC PLC F091,979+91,97908,2651.73%+8,265
GS INTL DVLPD ETF0286,075+286,075010,1992.13%+10,199
BERKSHIRE HATHAWAY INC CL B09,685+9,68505,1581.08%+5,158
HERSHEY COMPANY(HSY)030,992+30,99205,3011.11%+5,301
PEPSICO INC(PEP)040,203+40,20306,0281.26%+6,028
ABRDN BLMBR AL CM LN D SY K 134,96651,336+16,3701,0951,7520.37%+657
JOHNSON & JOHNSON(JNJ)046,524+46,52407,7151.61%+7,715
ISHARES GOLD ETF(IAU)069,296+69,29604,0860.85%+4,086
EXXON MOBIL CORP070,240+70,24008,3541.74%+8,354
CVS HEALTH CORP(CVS)023,330+23,33001,5810.33%+1,581
IBM CORP(IBM)017,183+17,18304,2730.89%+4,273
UBER TECHNOLOGIES INC(UBER)031,445+31,44502,2910.48%+2,291
THE COCA-COLA CO(KO)049,165+49,16503,5210.74%+3,521
GE HEALTHCARE TECHNOLOGI44,36248,102+3,7403,4683,8820.81%+414
PIMCO FDS PAC INVT MGM INTL BD051,988+51,98803910.08%+391
SCHLUMBERGER LTD(SLB)102,975103,656+6813,9484,3330.90%+385
COSTCO WHOLESALE012,777+12,777012,0842.52%+12,084
BLKRK FLEXIBLE INCOME ETF44,87951,172+6,2932,3352,6800.56%+346
3M CO019,389+19,38902,8470.59%+2,847
KROGER CO(KR)047,438+47,43803,2110.67%+3,211
AMGEN INC.(AMGN)06,052+6,05201,8860.39%+1,886
RTX CORP(RTX)017,219+17,21902,2810.48%+2,281
ABBVIE INC(ABBV)09,183+9,18301,9240.40%+1,924
KIMBERLY CLRK CRP(KMB)025,606+25,60603,6420.76%+3,642
VANGUARD INTERMEDIATE TERM COR11,46514,521+3,0569201,1870.25%+267
COTERRA ENRGY INC78,06977,887-1821,9942,2510.47%+257
BRISTOL-MYERS SQUIBB(BMY)63,53363,108-4253,5933,8490.80%+256
LILLY ELI & CO(LLY)07,334+7,33406,0571.26%+6,057
FIDELITY 500 INDEX01,196+1,19602340.05%+234
EQT CORP(EQT)04,334+4,33402320.05%+232
ARTHUR J GALLAGHER(AJG)0660+66002280.05%+228
UNITEDHLTH GRP INC(UNH)0392+39202050.04%+205
WASTE MANAGEMENT INC(WM)6,5586,598+401,3231,5280.32%+204
ENERGY SELECT SECTOR SPDR ETF02,147+2,14702010.04%+201
VERIZON COMMUNICATN041,364+41,36401,8760.39%+1,876
CHARLES SCHWAB CORP(SCHW)54,82553,842-9834,0584,2150.88%+157
JPMORGAN CHASE&CO(JPM)56,99556,291-70413,66213,8082.88%+146
AUTO DATA PROCESSING10,17310,17302,9783,1080.65%+130
ORACLE CORP(ORCL)4,1785,878+1,7006968220.17%+126
NUTRIEN LTD F(NTR)025,550+25,55001,2690.26%+1,269
EATON CORP PLC F(ETN)2,7723,820+1,0489201,0380.22%+118
VALERO ENERGY CRP(VLO)011,880+11,88001,5690.33%+1,569
VANECK MORNINGSTAR INTRNTNL MO024,185+24,18508050.17%+805
VANGUARD FTSE ALL WORLD EX US025,748+25,74801,5620.33%+1,562
MCDONALDS CORP(MCD)04,461+4,46101,3930.29%+1,393
WOODWARD INC(WWD)015,100+15,10002,7560.58%+2,756
ABBOTT LABS04,391+4,39105820.12%+582
SCHWAB US DIVIDEND EQUITY ETF095,461+95,46102,6690.56%+2,669
TELEDYNE TECHNOLOGIE(TDY)2,3972,39701,1131,1930.25%+80
VANGUARD MID CAP ETF01,865+1,86504820.10%+482
FREEPORT-MCMORAN INC029,868+29,86801,1310.24%+1,131
SPDR GOLD SHARES ETF1,4591,45903534200.09%+67
MARATHON PETR CRP(MPC)010,675+10,67501,5550.32%+1,555
COLGATE-PALMOLIVE CO(CL)020,100+20,10001,8830.39%+1,883
STARBUCKS CORP(SBUX)09,904+9,90409710.20%+971
VANGUARD SHORT INFLATION PROT15,62716,122+4957578040.17%+48
UNION PACIFIC CORP(UNP)02,950+2,95006970.15%+697
PROCTER & GAMBLE(PG)019,383+19,38303,3030.69%+3,303
SCHWAB FUNDAMENTAL US LARGE CO18,99920,607+1,6084504870.10%+37
DEVON ENERGY CORP(DVN)07,133+7,13302670.06%+267
MCCORMICK&CO INC(MKC)3,8503,945+952943250.07%+31
WEYERHAEUSER CO REIT(WY)029,850+29,85008740.18%+874
GENERAL DYNAMICS CO(GD)03,323+3,32309060.19%+906
UNILEVER PLC ADR(UL)013,412+13,41207990.17%+799
ALCON INC F02,952+2,95202800.06%+280
MATTEL INC.(MAT)015,976+15,97603100.06%+310
CORTEVA INC(CTVA)04,882+4,88203070.06%+307
WILLIAMS COS INC(WMB)5,5825,432-1503023250.07%+23
CHENIERE ENERGY INC(LNG)1,2001,20002582780.06%+20
DUKE ENERGY C 5.75 PFD PFD SER20,45021,050+6004995170.11%+19
SCHWAB INTERNATIONAL EQUITY ET013,124+13,12402600.05%+260
CISCO SYSTEMS INC(CSCO)6,3056,30503733890.08%+16
WELLS FARGO & CO(WFC)6,5146,564+504584710.10%+14
AIR PROD & CHEMICALS2,7882,78808098220.17%+14
ENBRIDGE INC F(ENB)7,1097,10903023150.07%+13
NETFLIX INC(NFLX)31131102772900.06%+13
THE CHARLES S 5.95 PFD SER D(SCHW)016,003+16,00303980.08%+398
KINDER MORGAN INC7,6717,67102102190.05%+9
VANGUARD INTERMEDIATE TERM BON020,195+20,19501,5460.32%+1,546
ISHARES SELECT DIVIDEND ETF2,5002,50003283360.07%+8
KEMPER CORP DEL(KMPB)16,50016,50001,0961,1030.23%+7
WISDOMTREE US AI ENHNCD VALUE1,9701,97002102160.05%+6
KELLANOVA03,116+3,11602570.05%+257
KAYNE ANDERSON ENERGY IN(KYN)10,04310,228+1851281310.03%+4
BAIRD CORE PLUS BOND INS T11,37411,37401141160.02%+2
SPDR SER TR S&P600 SMALL CAP
ST STR SP600 SML
8,9989,926+9284044050.08%0
BANK AMERICA COR 4 FLT PFD041,234+41,23409640.20%+964
WISDOMTREE JAPAN HEDGED EQUITY5,4605,46006026020.13%-1
NUGENE INTL INC1,500,0001,500,0000520.00%-3
HERITAGE FINL20,31120,31104984940.10%-3
VANGUARD DIVIDEND APPRECIATION2,6102,611+15115060.11%-5
WALMART INC(WMT)2,3362,33602112050.04%-6
ERICSSON F SPONSORED ADR 1 ADR(ERIC)022,300+22,30001730.04%+173
WSDMTRE EMRG MKT EX STT OWN EN016,107+16,10704970.10%+497
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