Fund HoldingsPflug Koory, LLC

Total Portfolio Value
$203.45M
Total Bought
$203.45M
Total Sold
$0
Net Transaction
+$203.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL01,900+1,900013,1326.46%+13,132
APPLE INC(AAPL)052,988+52,988012,3466.07%+12,346
VULCAN MATLS CO(VMC)038,708+38,70809,6944.76%+9,694
BERKSHIRE HATHAWAY INC DEL016,943+16,94307,7983.83%+7,798
MICROSOFT CORP(MSFT)016,086+16,08606,9223.40%+6,922
CATERPILLAR INC(CAT)013,958+13,95805,4592.68%+5,459
APPLIED MATLS INC022,867+22,86704,6202.27%+4,620
ABM INDS INC063,133+63,13303,3311.64%+3,331
HONEYWELL INTL INC(HON)015,375+15,37503,1781.56%+3,178
THERMO FISHER SCIENTIFIC INC(TMO)05,033+5,03303,1131.53%+3,113
PARKER-HANNIFIN CORP(PH)04,276+4,27602,7021.33%+2,702
PROCTER AND GAMBLE CO(PG)015,436+15,43602,6741.31%+2,674
VERIZON COMMUNICATIONS INC(VZ)059,237+59,23702,6601.31%+2,660
ORACLE CORP(ORCL)015,461+15,46102,6351.29%+2,635
SCHWAB STRATEGIC TR049,222+49,22202,4911.22%+2,491
US BANCORP DEL(USB)047,792+47,79202,1861.07%+2,186
TARGET CORP(TGT)013,970+13,97002,1771.07%+2,177
MERCK & CO INC(MRK)018,983+18,98302,1561.06%+2,156
UNION PAC CORP(UNP)08,524+8,52402,1011.03%+2,101
ABBVIE INC(ABBV)010,341+10,34102,0421.00%+2,042
JOHNSON & JOHNSON(JNJ)012,193+12,19301,9760.97%+1,976
LOCKHEED MARTIN CORP(LMT)03,363+3,36301,9660.97%+1,966
GOLDMAN SACHS ETF TR019,593+19,59301,9650.97%+1,965
STANDEX INTL CORP(SXI)010,100+10,10001,8460.91%+1,846
NORFOLK SOUTHN CORP(NSC)07,234+7,23401,7980.88%+1,798
NORTHROP GRUMMAN CORP(NOC)03,346+3,34601,7670.87%+1,767
SCHWAB STRATEGIC TR036,046+36,04601,7660.87%+1,766
CISCO SYS INC(CSCO)032,861+32,86101,7490.86%+1,749
VISHAY INTERTECHNOLOGY INC(VSH)092,444+92,44401,7480.86%+1,748
CORNING INC(GLW)038,141+38,14101,7220.85%+1,722
ABBOTT LABS014,931+14,93101,7020.84%+1,702
TRANE TECHNOLOGIES PLC(TT)04,346+4,34601,6890.83%+1,689
ISHARES TR015,138+15,13801,6720.82%+1,672
MCKESSON CORP(MCK)03,376+3,37601,6690.82%+1,669
INGREDION INC(INGR)012,056+12,05601,6570.81%+1,657
ALPHABET INC(GOOG)09,854+9,85401,6340.80%+1,634
CSX CORP(CSX)047,142+47,14201,6280.80%+1,628
PFIZER INC(PFE)053,226+53,22601,5400.76%+1,540
ALLSTATE CORP(ALL)07,827+7,82701,4840.73%+1,484
FISERV INC(FISV)08,165+8,16501,4670.72%+1,467
JPMORGAN CHASE & CO.(JPM)06,732+6,73201,4200.70%+1,420
LOWES COS INC(LOW)05,108+5,10801,3840.68%+1,384
CONSTELLATION BRANDS INC(STZ)05,218+5,21801,3450.66%+1,345
HOME DEPOT INC(HD)03,267+3,26701,3240.65%+1,324
AMAZON COM INC(AMZN)07,021+7,02101,3080.64%+1,308
EMERSON ELEC CO(EMR)011,697+11,69701,2790.63%+1,279
PEPSICO INC(PEP)07,499+7,49901,2750.63%+1,275
AMERICAN EXPRESS CO(AXP)04,679+4,67901,2690.62%+1,269
WELLS FARGO CO NEW(WFC)021,761+21,76101,2290.60%+1,229
TEXTRON INC(TXT)013,653+13,65301,2090.59%+1,209
ST JOE CO(JOE)020,694+20,69401,2070.59%+1,207
CITIGROUP INC(C)018,714+18,71401,1710.58%+1,171
L3HARRIS TECHNOLOGIES INC(LHX)04,740+4,74001,1280.55%+1,128
MEDTRONIC PLC(MDT)012,408+12,40801,1170.55%+1,117
REGENERON PHARMACEUTICALS(REGN)01,048+1,04801,1020.54%+1,102
S&P GLOBAL INC(SPGI)02,118+2,11801,0940.54%+1,094
CHEVRON CORP NEW(CVX)07,247+7,24701,0670.52%+1,067
WALMART INC(WMT)02,634+2,63401,0200.50%+1,020
BRISTOL-MYERS SQUIBB CO(BMY)019,486+19,48601,0080.50%+1,008
CVS HEALTH CORP(CVS)015,683+15,68309860.48%+986
VISA INC(V)03,569+3,56909810.48%+981
REVVITY INC(RVTY)07,390+7,39009440.46%+944
VERTEX PHARMACEUTICALS INC(VRTX)01,939+1,93909020.44%+902
DIGITAL RLTY TR INC(DLR)05,550+5,55008980.44%+898
FORTUNE BRANDS INNOVATIONS I(FBIN)09,947+9,94708910.44%+891
METLIFE INC(MET)010,446+10,44608620.42%+862
CONOCOPHILLIPS(COP)07,985+7,98508410.41%+841
ARCHER DANIELS MIDLAND CO014,037+14,03708390.41%+839
DISNEY WALT CO(DIS)08,626+8,62608300.41%+830
TYSON FOODS INC(TSN)013,339+13,33907940.39%+794
ADVANCED MICRO DEVICES INC(AMD)04,395+4,39507210.35%+721
INTERNATIONAL FLAVORS&FRAGRA(IFF)06,527+6,52706850.34%+685
EATON CORP PLC(ETN)02,061+2,06106830.34%+683
NXP SEMICONDUCTORS N V
COM
02,823+2,82306780.33%+678
BOOKING HOLDINGS INC(BKNG)0158+15806660.33%+666
AMGEN INC(AMGN)02,051+2,05106610.32%+661
GENUINE PARTS CO(GPC)04,649+4,64906490.32%+649
CUMMINS INC(CMI)01,995+1,99506460.32%+646
SCHWAB STRATEGIC TR015,489+15,48906370.31%+637
3M CO(MMM)04,593+4,59306280.31%+628
GOLDMAN SACHS ETF TR08,039+8,03906230.31%+623
WERNER ENTERPRISES INC(WERN)013,457+13,45705190.26%+519
NUTRIEN LTD(NTR)010,606+10,60605100.25%+510
GENERAL DYNAMICS CORP(GD)01,658+1,65805010.25%+501
AFLAC INC(AFL)04,423+4,42304940.24%+494
ALPHABET INC(GOOG)02,929+2,92904900.24%+490
NUVEEN S&P 500 BUY-WRITE INC034,617+34,61704750.23%+475
AGILENT TECHNOLOGIES INC(A)03,169+3,16904710.23%+471
C H ROBINSON WORLDWIDE INC(CHRW)04,239+4,23904680.23%+468
SCHWAB STRATEGIC TR05,451+5,45104610.23%+461
SOUTHWEST AIRLS CO(LUV)015,525+15,52504600.23%+460
CARDINAL HEALTH INC(CAH)04,145+4,14504580.23%+458
DEERE & CO(DE)01,079+1,07904500.22%+450
UNITED PARCEL SERVICE INC(UPS)03,287+3,28704480.22%+448
CHUBB LIMITED
COM
01,544+1,54404450.22%+445
SCHWAB STRATEGIC TR06,529+6,52904430.22%+443
FASTENAL CO(FAST)06,122+6,12204370.21%+437
ISHARES TR
MSCI USA VALUE
04,000+4,00004360.21%+436
INTUIT(INTU)0700+70004350.21%+435
INGERSOLL RAND INC(IR)04,368+4,36804290.21%+429
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