Mengis Capital Management, Inc.: 13F holdings
CIK 16096742026Q2
| Positions | 218 |
|---|
| Reported value | $657.7m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 218 (+6 vs prior quarter) |
|---|
| Reported value | $657.7m (+13.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 141,611 | $41.0m | 6.2% |
| MSFT MICROSOFT CORP | 69,793 | $26.0m | 4.0% |
| GOOG ALPHABET INC. CLASS C - GOOG | 63,775 | $22.5m | 3.4% |
| PWR QUANTA SERV INC | 26,408 | $19.0m | 2.9% |
| JPM JPMORGAN CHASE&CO | 54,286 | $17.8m | 2.7% |
| DE DEERE & CO | 27,124 | $17.2m | 2.6% |
| CVX CHEVRON CORP | 97,795 | $16.2m | 2.5% |
| EWU GS INTL DVLPD ETF | 309,091 | $14.1m | 2.1% |
| MRVL MARVELL TECH INC COM | 46,555 | $13.9m | 2.1% |
| ATI ATI INC | 69,614 | $13.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1609674")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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