Poehling Capital Management, INC. holds a diversified book of 166 stocks worth $466.3M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Danaher Corp and trimmed Alphabet Inc-CL C. Their largest long position is Berkshire Hathaway Inc-CL B at 7% of the equity book. Cloning the disclosed picks since 2025 would be +10% (+14.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Poehling Capital Management, INC.'s latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Poehling Capital Management, INC.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Poehling Capital Management, INC.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.0T |
| FMR LLC | 80 / 80 | $734.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $449.1B |
| MORGAN STANLEY | 80 / 80 | $441.1B |
| NORTHERN TRUST CORP | 80 / 80 | $266.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $245.6B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $200.6B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $193.3B |
Ranked by how many of Poehling Capital Management, INC.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $30.9M | 61.9K | 6.6% | ▲+3.6% Added · +2K sh | |
| 2 | Markel Group Inc COM | $26.7M | 13.7K | 5.7% | ▲+1.7% Added · +224 sh | |
| 3 | Alphabet Inc CAP STK CL C | $22.4M | 63.3K | 4.8% | ▼−1.5% Reduced · −992 sh | |
| 4 | Schwab Charles Corp COM | $16.6M | 179.7K | 3.6% | ▲+1.9% Added · +3K sh | |
| 5 | Cannae Hldgs Inc COM | $13.8M | 960.1K | 3.0% | ▲+0.6% Added · +6K sh | |
| 6 | Apple Inc COM | $13.7M | 47.2K | 2.9% | ▲+0.5% Added · +220 sh | |
| 7 | Fiserv Inc COM | $12.0M | 244.7K | 2.6% | ▲+9.0% Added · +20K sh | |
| 8 | Wells Fargo & Co COM | $11.7M | 141.2K | 2.5% | ▲+2.4% Added · +3K sh | |
| 9 | Viatris Inc COM | $10.7M | 672.3K | 2.3% | ▼−0.3% Reduced · −2K sh | |
| 10 | Pepsico Inc COM | $10.4M | 76.6K | 2.2% | ▲+0.6% Added · +472 sh | |
| 11 | Citigroup Inc COM NEW | $8.7M | 61.8K | 1.9% | ▼−0.9% Reduced · −537 sh | |
| 12 | Amazon Com Inc COM | $7.6M | 32.0K | 1.6% | ▼−5.3% Reduced · −2K sh | |
| 13 | Visa Inc COM CL A | $7.6M | 22.1K | 1.6% | ▼−0.3% Reduced · −64 sh | |
| 14 | Mastercard Incorporated CL A | $7.5M | 14.5K | 1.6% | ▲+0.3% Added · +51 sh | |
| 15 | Diageo PLC SPON ADR NEW | $7.5M | 92.8K | 1.6% | ▼−4.4% Reduced · −4K sh | |
| 16 | British Amern Tob PLC SPONSORED ADR | $7.4M | 119.1K | 1.6% | ▼−0.4% Reduced · −486 sh | |
| 17 | Invesco Ltd SHS | $6.6M | 251.4K | 1.4% | ▼−0.6% Reduced · −2K sh | |
| 18 | Salesforce Inc COM | $6.6M | 42.2K | 1.4% | ▲+34% Added · +11K sh | |
| 19 | Microsoft Corp COM | $6.5M | 17.5K | 1.4% | ▼−0.6% Reduced · −99 sh | |
| 20 | Centene Corp Del COM | $6.2M | 96.5K | 1.3% | ▼−0.6% Reduced · −574 sh | |
| 21 | Hershey Co COM | $6.2M | 35.3K | 1.3% | ▼−0.8% Reduced · −281 sh | |
| 22 | Marathon Pete Corp COM | $6.2M | 24.1K | 1.3% | ▼−0.3% Reduced · −71 sh | |
| 23 | Jefferies Financial Group In COM | $6.1M | 122.4K | 1.3% | ▼−0.2% Reduced · −277 sh | |
| 24 | Affiliated Managers Group COM | $6.1M | 18.0K | 1.3% | ▼−0.8% Reduced · −145 sh | |
| 25 | Paramount Skydance Corp COM CL B | $6.1M | 617.0K | 1.3% | ▲+1.7% Added · +11K sh | |
| 26 | Jazz Pharmaceuticals PLC SHS USD | $5.3M | 21.9K | 1.1% | ▼−3.3% Reduced · −747 sh | |
| 27 | 3M Co COM | $5.2M | 32.1K | 1.1% | ▼−0.8% Reduced · −268 sh | |
| 28 | Target Corp COM | $5.1M | 38.9K | 1.1% | ▼−0.4% Reduced · −152 sh | |
| 29 | Medtronic PLC SHS | $5.0M | 63.4K | 1.1% | ▼−0.4% Reduced · −272 sh | |
| 30 | Occidental Pete Corp COM | $4.8M | 99.4K | 1.0% | ▲+0.6% Added · +547 sh | |
| 31 | American Intl Group Inc COM NEW | $4.7M | 63.4K | 1.0% | ▲+0.6% Added · +409 sh | |
| 32 | HF Sinclair Corp COM | $4.6M | 65.8K | 1.0% | ▼−0.6% Reduced · −379 sh | |
| 33 | Jackson Financial Inc COM CL A | $4.5M | 44.4K | 1.0% | ▼−4.8% Reduced · −2K sh | |
| 34 | Disney Walt Co COM | $4.5M | 46.4K | 1.0% | ▼−0.9% Reduced · −427 sh | |
| 35 | Constellation Brands Inc CL A | $4.4M | 31.5K | 0.9% | ▲+3.4% Added · +1K sh | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $4.0M | 134.4K | 0.8% | ▼−5.2% Reduced · −7K sh | |
| 37 | Danaher Corp Del COM | $4.0M | 20.7K | 0.8% | ▲New New position | |
| 38 | Petroleo Brasileiro S A SPONSORED ADR | $3.9M | 241.0K | 0.8% | ▲~0% Added · +20 sh | |
| 39 | Keurig DR Pepper Inc COM | $3.8M | 117.2K | 0.8% | ▼−6.5% Reduced · −8K sh | |
| 40 | Unitedhealth Group Inc COM | $3.8M | 9.1K | 0.8% | ▼−0.8% Reduced · −76 sh | |
| 41 | Alibaba Group Hldg Ltd SPONSORED ADS | $3.8M | 39.2K | 0.8% | ▲+1.7% Added · +662 sh | |
| 42 | Meta Platforms Inc CL A | $3.6M | 6.5K | 0.8% | ▼−5.4% Reduced · −373 sh | |
| 43 | Nvidia Corporation COM | $3.6M | 18.0K | 0.8% | ▲+7.7% Added · +1K sh | |
| 44 | SLB Limited COM STK | $3.5M | 75.2K | 0.8% | ▲+0.4% Added · +295 sh | |
| 45 | Price T Rowe Group Inc COM | $3.4M | 29.9K | 0.7% | ▲+1.0% Added · +291 sh | |
| 46 | Bank Of Amer Corp COM | $3.2M | 56.4K | 0.7% | ▼−0.1% Reduced · −53 sh | |
| 47 | Bristol-Myers Squibb Co COM | $3.1M | 53.5K | 0.7% | ▼−0.4% Reduced · −235 sh | |
| 48 | Sphere Entertainment Co CL A | $3.0M | 17.4K | 0.6% | ▼−8.0% Reduced · −2K sh | |
| 49 | KKR & Co Inc COM | $2.9M | 31.4K | 0.6% | ▲New New position | |
| 50 | Netflix Inc. COM | $2.9M | 40.3K | 0.6% | ▲+104% Added · +21K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.