Fund HoldingsMengis Capital Management, Inc.

Total Portfolio Value
$481.17M
Total Bought
$11.35M
Total Sold
$25.84M
Net Transaction
-$14.50M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CHEVRON CORP(CVX)83,15883,200+4213,08514,0292.92%+944
EXXON MOBIL CORP70,60871,420+8127,5738,3981.75%+825
VALARIS PLC SHS CLASS A015,710+15,71001,1780.24%+1,178
PACCAR INC(PCAR)470,792472,167+1,37539,38240,1448.34%+762
BOEING CO(BA)07,389+7,38901,4160.29%+1,416
COSTCO WHOLESALE CO25,93225,879-5313,96114,6213.04%+659
LILLY ELI & CO(LLY)7,2257,349+1243,3893,9480.82%+559
MARATHON PETE CORP(MPC)13,87513,87501,6182,1000.44%+482
DATADOG INC CL A COM(DDOG)04,485+4,48504090.08%+409
SCHLUMBERGER LTD F(SLB)42,15341,879-2742,0712,4420.51%+371
COMCAST CORP NEW CLASS A08,342+8,34203700.08%+370
VALERO ENERGY CORP(VLO)13,94513,824-1211,6361,9590.41%+323
AUTO DATA PROCESSING15,42015,42003,3893,7100.77%+321
PHILIP MORRIS INTL(PM)39,07744,249+5,1723,8154,0970.85%+282
ALPHABET INC. CLASS C75,10071,030-4,0709,0859,3651.95%+280
AMERICAN FUNDS NEW PERSP ECTIV05,064+5,06402690.06%+269
WOODWARD INC(WWD)49,13749,13705,8436,1061.27%+263
AMGEN INC.(AMGN)5,5655,562-31,2361,4950.31%+259
EMERSON ELECTRIC CO(EMR)41,70841,70803,7704,0280.84%+258
INVSC QQQ TRUST SRS 1 ETF0660+66002360.05%+236
INTEL CORP(INTC)108,203107,703-5003,6183,8290.80%+211
FEDEX CORP9,90510,055+1502,4552,6640.55%+208
IBM CORP(IBM)28,67228,670-23,8374,0220.84%+186
COTERRA ENERGY INC127,726125,829-1,8973,2313,4040.71%+172
GOLDMAN SACHS ACCS TRS 0 1 YR07,563+7,56307570.16%+757
ABBVIE INC(ABBV)8,9078,908+11,2001,3280.28%+128
UBER TECHNOLOGIES INC(UBER)41,30041,30001,7831,8990.39%+116
WATERS CORP(WAT)13,50013,50003,5983,7020.77%+104
ALPHABET INC. CLASS A9,9169,791-1251,1871,2810.27%+94
BP PLC F SPONSORED ADR 1 ADR R(BP)25,53625,53609019890.21%+88
FLOWSERVE CORP31,50531,50501,1701,2530.26%+83
ABRDN BLMBR AL CM LN D SY K 133,18034,280+1,1001,0581,1340.24%+76
OCCIDENTAL PETROL CO(OXY)011,650+11,65007560.16%+756
NOVARTIS AG F SPONSORED ADR 181,69381,643-508,2448,3161.73%+73
MATTEL INC.(MAT)037,526+37,52608270.17%+827
NUTRIEN LTD F(NTR)31,77331,173-6001,8761,9250.40%+49
SEAGATE TECHNOLOGY HLD F(STX)04,970+4,97003280.07%+328
DUPONT DE NEMOURS INC IA(DD)27,55126,984-5671,9682,0130.42%+44
BERKSHIRE HATHAWAY INC CL B10,26410,114-1503,5003,5430.74%+43
PRUDENTIAL FINL(PFH)04,680+4,68004440.09%+444
META PLATFORMS INC CL A(META)02,223+2,22306670.14%+667
TELEDYNE TECHNOLOGIE(TDY)5,2085,322+1142,1412,1740.45%+33
EATON CORP PLC F(ETN)02,547+2,54705430.11%+543
WISDOMTREE JAPAN HEDGED EQUITY05,180+5,18004570.10%+457
BANK AMERICA COR 4 FLT PFD43,63643,084-5528869090.19%+23
GENERAL DYNAMICS CO(GD)03,473+3,47307670.16%+767
FREEPORT-MCMORAN INC019,370+19,37007220.15%+722
CATERPILLAR INC(CAT)01,437+1,43703920.08%+392
GOLDMAN SACH 6.375 PFD028,426+28,42607150.15%+715
YELP INC(YELP)05,280+5,28002200.05%+220
CISCO SYSTEMS INC(CSCO)07,028+7,02803780.08%+378
HERITAGE FINL010,242+10,24201670.03%+167
CVS HEALTH CORP(CVS)59,99759,424-5734,1484,1490.86%+1
AIRBNB INC CLASS A04,043+4,04305550.12%+555
COLUMBIA BANKING SYS(COLB)010,189+10,18902070.04%+207
THE CHARLES S 5.95 PFD SER D(SCHW)016,903+16,90304120.09%+412
NVIDIA CORP(NVDA)0771+77103350.07%+335
SCHWAB FUNDAMENTAL US LARGE CO05,035+5,03502820.06%+282
WELLS FARGO & CO(WFC)011,283+11,28304610.10%+461
JPMORGAN CHASE & CO(JPM)57,79957,938+1398,4068,4021.75%-4
VIATRIS INC037,368+37,36803680.08%+368
EQUITRANS MIDSTREAM CORPREGIST024,064+24,06402250.05%+225
U.S. BANCORP 5.56 FPD(USB)037,792+37,79207140.15%+714
SCHWAB US DIVIDEND EQUITY ETF22,57023,078+5081,6391,6330.34%-6
DEVON ENERGY CORP(DVN)010,000+10,00004770.10%+477
SPDR GOLD SHARES ETF01,424+1,42402440.05%+244
VANGUARD TOTAL STOCK MARKET ET0970+97002060.04%+206
SALESFORCE INC01,308+1,30802650.06%+265
ISHARES S&P 500 GROWTH ETF05,708+5,70803910.08%+391
WILLIAMS COS INC(WMB)08,156+8,15602750.06%+275
DUKE ENERGY C 5.75 PFD PFD SER09,850+9,85002360.05%+236
ISHARES TOTAL US STOCK MARKET03,476+3,47603270.07%+327
ISHARES SELECT DIVIDEND ETF02,500+2,50002690.06%+269
EQT CORP(EQT)30,08030,08001,2371,2210.25%-17
BLACKROCK INC0405+40502620.05%+262
VANGUARD DIVIDEND APPRECIATION02,635+2,63504090.09%+409
VANECK MORNINGSTAR INTRNTNL MO010,729+10,72903200.07%+320
VANGUARD ESG U.S. STOCK ETF02,815+2,81502120.04%+212
HONEYWELL INTL INC(HON)01,126+1,12602080.04%+208
WABTEC(WAB)8,0838,084+18878590.18%-27
SCHWAB SHORT TERM US TREASURY04,466+4,46602140.04%+214
ENBRIDGE INC F(ENB)08,104+8,10402720.06%+272
VANGUARD INFORMATION TECHNOLOG01,074+1,07404460.09%+446
WELLS FARGO 6.625 PFD PFD SER36,09634,695-1,4019108810.18%-29
UNILEVER PLC F SPONSORED ADR 1(UL)06,317+6,31703120.06%+312
SCHWAB INTERNATIONAL EQUITY ET07,144+7,14402430.05%+243
ERICSSON F SPONSORED ADR 1 ADR(ERIC)053,800+53,80002610.05%+261
ISHARES RUSSELL 2000 ETF02,997+2,99705300.11%+530
CORTEVA INC(CTVA)05,160+5,16002640.05%+264
SCHWAB US SMALL CAP ETF23,35823,872+5141,0239890.21%-34
SCHWAB US LARGE CAP VALUE ETF07,803+7,80305030.10%+503
NXP SEMICONDUCTORS F(NXPI)8,2658,250-151,6921,6490.34%-42
GE HEALTHCARE TECHNOLOGI04,432+4,43203020.06%+302
UNION PACIFIC CORP(UNP)02,755+2,75505610.12%+561
ISHARES CORE S&P 500 ETF2,8282,82801,2601,2140.25%-46
MAXIMUS INC(MMS)05,000+5,00003730.08%+373
ALCON INC F9,8249,82408077570.16%-50
CLOROX CO(CLX)02,029+2,02902660.06%+266
WSDMTRE EMRG MKT EX STT OWN EN020,884+20,88405570.12%+557
MCDONALDS CORP(MCD)4,1914,522+3311,2511,1910.25%-59
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