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Pflug Koory, LLC

SEC CIK
0001740063
Latest filing
Jul 21, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
450
−15 vs. Q1 2022
Portfolio value
$173.3M
−$25.2M (−12.7%) vs. Q1 2022
Filed
Aug 1, 2022
SEC
Holdings of Pflug Koory, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock68,194$9.32M5.4%+403+0.6%AddedHistory
BRK.ABerkshire Hathaway IncCL A1,900$7.77M4.5%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF22,774$6.38M3.7%+2,660+13.2%Added–
BRK.BBerkshire Hathaway IncStock18,796$5.13M3.0%+815+4.5%AddedHistory
MSFTMicrosoft CorpStock15,814$4.06M2.3%+2,164+15.9%AddedHistory
HONHoneywell International IncCOM17,849$3.10M1.8%+40+0.2%AddedHistory
ABMAbm Industries IncCOM70,575$3.06M1.8%+350.0%AddedHistory
PFEPfizer IncStock55,445$2.91M1.7%+110+0.2%AddedHistory
TMOThermo Fisher Scientific Inc.Stock5,165$2.81M1.6%+20+0.4%AddedHistory
MCKMcKesson CorpStock8,541$2.79M1.6%−125−1.4%ReducedHistory
JNJJohnson & JohnsonStock15,682$2.78M1.6%+305+2.0%AddedHistory
AMATApplied Materials IncStock30,556$2.78M1.6%+354+1.2%AddedHistory
Vanguard S&P 500 ETF922908363ETF7,749$2.69M1.6%+2,140+38.2%Added–
VZVerizon Communications IncStock51,557$2.62M1.5%+12,594+32.3%AddedHistory
PGProcter & Gamble CoStock17,895$2.57M1.5%−94−0.5%ReducedHistory
CATCaterpillar IncStock13,052$2.33M1.3%+542+4.3%AddedHistory
MRKMerck & Co., Inc.Stock23,843$2.17M1.3%−48−0.2%ReducedHistory
ABBVAbbVie Inc.Stock13,641$2.09M1.2%−65−0.5%ReducedHistory
VSHVishay Intertechnology IncCOM110,759$1.97M1.1%−450.0%ReducedHistory
UNPUnion Pacific CorpStock9,132$1.95M1.1%+199+2.2%AddedHistory
iShares Tips Bond ETF464287176ETF17,061$1.94M1.1%00.0%Unchanged–
CVSCVS Health CorpStock20,760$1.92M1.1%−275−1.3%ReducedHistory
NSCNorfolk Southern CorpStock8,004$1.82M1.0%00.0%UnchangedHistory
STZConstellation Brands, Inc.Stock7,739$1.80M1.0%−200−2.5%ReducedHistory
CSXCSX CorpStock60,870$1.77M1.0%00.0%UnchangedHistory
TGTTarget CorpStock12,402$1.75M1.0%+1,061+9.4%AddedHistory
CSCOCisco Systems, Inc.Stock40,757$1.74M1.0%+1,031+2.6%AddedHistory
PEPPepsiCo IncStock9,989$1.67M1.0%00.0%UnchangedHistory
INTCIntel CorpStock42,989$1.61M0.9%+8,052+23.0%AddedHistory
NOCNorthrop Grumman CorpStock3,332$1.59M0.9%00.0%UnchangedHistory
ABTAbbott LaboratoriesStock14,607$1.59M0.9%+1,445+11.0%AddedHistory
LMTLockheed Martin CorpStock3,653$1.57M0.9%−30−0.8%ReducedHistory
BMYBristol Myers Squibb CoStock20,072$1.55M0.9%−3,020−13.1%ReducedHistory
Vanguard S&P 500 Value ETF921932703ETF11,500$1.53M0.9%00.0%Unchanged–
RVTYRevvity, Inc.COM10,104$1.44M0.8%+596+6.3%AddedHistory
LOWLowes Companies IncStock7,998$1.40M0.8%−10.0%ReducedHistory
HDHome Depot, Inc.Stock4,987$1.37M0.8%+57+1.2%AddedHistory
SXIStandex International CorpCOM14,835$1.26M0.7%+47+0.3%AddedHistory
USBUS Bancorp DECOM NEW27,118$1.25M0.7%+3,807+16.3%AddedHistory
ALLAllstate CorpStock9,682$1.23M0.7%+18+0.2%AddedHistory
GLWCorning IncCOM37,844$1.19M0.7%+1,376+3.8%AddedHistory
INGRIngredion IncCOM12,839$1.13M0.7%+95+0.7%AddedHistory
ORCLOracle CorpStock16,160$1.13M0.7%+38+0.2%AddedHistory
PHParker-Hannifin CorpStock4,547$1.12M0.6%+1,664+57.7%AddedHistory
CVXChevron CorpStock7,585$1.10M0.6%00.0%UnchangedHistory
CCitigroup IncStock23,384$1.07M0.6%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock13,640$1.06M0.6%00.0%UnchangedHistory
TTTrane Technologies plcSHS8,090$1.05M0.6%−50−0.6%ReducedHistory
MDTMedtronic plcStock11,410$1.02M0.6%+759+7.1%AddedHistory
GOOGLAlphabet Inc.Stock465$1.01M0.6%+30+6.9%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF4,441$1.00M0.6%00.0%Unchanged–
WFCWells Fargo & CompanyStock25,588$1.00M0.6%−1,508−5.6%ReducedHistory
TXTTextron IncCOM15,742$961.0K0.6%−325−2.0%ReducedHistory
NTRNutrien Ltd.COM11,939$951.0K0.5%00.0%UnchangedHistory
MMM3M CoStock7,317$947.0K0.5%+207+2.9%AddedHistory
PDCOPatterson Companies, Inc.COM29,490$894.0K0.5%−3,225−9.9%ReducedHistory
SPGIS&P Global Inc.Stock2,637$889.0K0.5%−50−1.9%ReducedHistory
EMREmerson Electric CoStock11,123$885.0K0.5%+25+0.2%AddedHistory
COPConocoPhillipsStock9,854$885.0K0.5%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock7,830$882.0K0.5%00.0%UnchangedHistory
METMetlife IncStock13,833$869.0K0.5%00.0%UnchangedHistory
FISVFiserv IncStock9,690$862.0K0.5%+6,325+188.0%AddedHistory
DISWalt Disney CoStock8,868$837.0K0.5%+254+2.9%AddedHistory
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL5,712$826.0K0.5%00.0%Unchanged–
JOEST JOE CoCOM20,694$819.0K0.5%00.0%UnchangedHistory
DLRDigital Realty Trust, Inc.COM6,012$781.0K0.5%−22−0.4%ReducedHistory
ENREnergizer Holdings, Inc.COM26,132$741.0K0.4%+77+0.3%AddedHistory
BABoeing CoStock5,136$702.0K0.4%−35−0.7%ReducedHistory
WBAWalgreens Boots Alliance, Inc.COM18,208$690.0K0.4%+487+2.7%AddedHistory
AMZNAmazon Com IncStock6,476$688.0K0.4%+4,456+220.6%AddedConverted for a 20-for-1 splitHistory
SEESealed Air CorpCOM11,915$688.0K0.4%−250−2.1%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,160$686.0K0.4%00.0%UnchangedHistory
AXPAmerican Express CoStock4,933$684.0K0.4%+100+2.1%AddedHistory
WMTWalmart Inc.Stock5,584$679.0K0.4%+91+1.7%AddedHistory
UPSUnited Parcel Service IncStock3,623$661.0K0.4%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock2,675$647.0K0.4%−282−9.5%ReducedHistory
iShares Tr464288406MRGSTR MD CP VAL10,482$622.0K0.4%00.0%Unchanged–
IFFInternational Flavors & Fragrances IncCOM5,037$600.0K0.3%+134+2.7%AddedHistory
FBINFortune Brands Innovations, Inc.COM9,814$588.0K0.3%+3,388+52.7%AddedHistory
WERNWerner Enterprises IncCOM14,577$562.0K0.3%+180+1.3%AddedHistory
VVisa Inc.Stock2,838$559.0K0.3%+357+14.4%AddedHistory
VMWVmware LLCCL A COM4,862$554.0K0.3%−198−3.9%ReducedHistory
AMGNAmgen IncStock2,273$553.0K0.3%+10+0.4%AddedHistory
CAHCardinal Health IncStock10,465$547.0K0.3%−775−6.9%ReducedHistory
LUVSouthwest Airlines CoCOM14,890$538.0K0.3%+280+1.9%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,866$526.0K0.3%00.0%UnchangedHistory
TXNTexas Instruments IncStock3,405$523.0K0.3%−50−1.4%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock4,857$510.0K0.3%+697+16.8%AddedHistory
CORCencora, Inc.Stock3,590$508.0K0.3%−50−1.4%ReducedHistory
NXPINXP Semiconductors N.V.COM3,132$464.0K0.3%+2+0.1%AddedHistory
BXMXNuveen S&P 500 BuyWrite Income FundCOM36,592$453.0K0.3%+100+0.3%AddedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW4,397$446.0K0.3%00.0%UnchangedHistory
TSNTyson Foods, Inc.Stock5,131$442.0K0.3%00.0%UnchangedHistory
MDLZMondelez International, Inc.Stock7,066$439.0K0.3%00.0%UnchangedHistory
CMICummins IncStock2,216$429.0K0.2%+35+1.6%AddedHistory
MASMasco CorpCOM8,345$422.0K0.2%+4,345+108.6%AddedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF2,782$417.0K0.2%+2,782New–
DUKDuke Energy CORPStock3,868$415.0K0.2%00.0%UnchangedHistory
AFLAflac IncStock7,447$412.0K0.2%+435+6.2%AddedHistory
CLColgate Palmolive CoStock5,090$408.0K0.2%−200−3.8%ReducedHistory

Sold out since Q1 2022 (30)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Pflug Koory, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
Vanguard Ftse Developed Markets ETF921943858ETF18,504$889.0K0.4%–
Vanguard Ftse Emerging Markets ETF922042858ETF17,870$824.0K0.4%–
CERNCERNER CorpCOM6,020$563.0K0.3%History
iShares Tr464288703MRNING SM CP ETF8,349$491.0K0.2%–
State Street SPDR S&P Biotech ETF78464A870ETF1,212$109.0K0.1%–
GSKGSK plcSPONSORED ADR1,471$64.0K<0.1%History
UALUnited Airlines Holdings, Inc.COM951$44.0K<0.1%History
SPDR Series Trust78468R556SP O&G EXPL PRO287$39.0K<0.1%–
NSNuStar Energy L.P.UNIT COM2,046$30.0K<0.1%History
LOGILogitech International S.A.SHS205$15.0K<0.1%History
SCHLScholastic CorpCOM275$11.0K<0.1%History
COLMColumbia Sportswear CoCOM100$9.00K<0.1%History
GBXGreenbrier Companies IncStock150$8.00K<0.1%History
ALCAlcon IncStock60$5.00K<0.1%History
BOCBoston Omaha CorpStock110$3.00K<0.1%History
HPQHP IncStock80$3.00K<0.1%History
iShares Tr464287192US TRSPRTION6$2.00K<0.1%–
ROKURoku, IncCOM CL A12$2.00K<0.1%History
CTVACorteva, Inc.Stock14$1.00K<0.1%History
ENVXEnovix CorpCOM100$1.00K<0.1%History
GSHDGoosehead Insurance, Inc.COM CL A10$1.00K<0.1%History
CLMCornerstone Strategic Investment Fund, Inc.COM41$1.00K<0.1%History
ETSYEtsy IncCOM6$1.00K<0.1%History
DFTXDefinium Therapeutics, Inc.COM520$1.00K<0.1%History
SOFISoFi Technologies, Inc.Stock2$00.0%History
BYNDBeyond Meat, Inc.COM1$00.0%History
AMEDAmedisys IncCOM1$00.0%History
Northern Genesis Acquisition Corp.536221104NORTHERN GENESIS ACQUISITION CORP.12$00.0%–
MDCSekisui House U.S., Inc.COM5$00.0%History
The Valens Company Inc91914P603COM NEW20$00.0%–