Poehling Capital Management, INC. has filed a Form 13F-HR report disclosing its equity holdings as of September 30, 2026. The filing lists a total of 164 positions held by the firm.
The portfolio is diversified across various sectors, with the largest positions including Walmart Inc., Wells Fargo & Co., and Visa Inc. Other notable holdings in the top tier include JPMorgan Chase & Co., Johnson & Johnson, and PepsiCo Inc.
The report also includes significant investments in technology and healthcare sectors, with holdings in Microsoft Corporation, Meta Platforms Inc., NVIDIA Corporation, and UnitedHealth Group Inc. Additionally, the filing lists stakes in energy companies such as Exxon Mobil Corporation and Occidental Petroleum Corp.
The report was signed by Vice President Patrick Poehling on October 19, 2026.
