Mengis Capital Management as of Dec. 31, 2024
Portfolio Holdings for Mengis Capital Management
Mengis Capital Management holds 188 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $42M | 169k | 250.42 | |
| Microsoft Corporation (MSFT) | 6.1 | $30M | 71k | 421.50 | |
| Chevron Corporation (CVX) | 3.0 | $15M | 103k | 144.84 | |
| Paccar (PCAR) | 3.0 | $15M | 142k | 104.02 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $14M | 57k | 239.71 | |
| Alphabet Inc Class C cs (GOOG) | 2.6 | $13M | 66k | 190.44 | |
| Costco Wholesale Corporation (COST) | 2.4 | $12M | 13k | 916.24 | |
| Deere & Company (DE) | 2.4 | $12M | 27k | 423.70 | |
| Quanta Services (PWR) | 2.3 | $11M | 35k | 316.05 | |
| Qualcomm (QCOM) | 2.2 | $11M | 72k | 153.62 | |
| Merck & Co (MRK) | 2.2 | $11M | 107k | 99.48 | |
| Gs Intl Dvlpd Etf FD (GSIE) | 1.9 | $9.3M | 280k | 33.34 | |
| Amazon (AMZN) | 1.8 | $8.8M | 40k | 219.39 | |
| Novartis (NVS) | 1.6 | $7.8M | 80k | 97.31 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $7.7M | 72k | 107.57 | |
| Medtronic (MDT) | 1.5 | $7.3M | 91k | 79.88 | |
| Johnson & Johnson (JNJ) | 1.4 | $7.1M | 49k | 144.62 | |
| Hubbell (HUBB) | 1.2 | $5.9M | 14k | 418.89 | |
| Eli Lilly & Co. (LLY) | 1.2 | $5.8M | 7.5k | 772.03 | |
| Philip Morris International (PM) | 1.1 | $5.4M | 45k | 120.35 | |
| Pepsi (PEP) | 1.1 | $5.3M | 35k | 152.06 | |
| Vaneck Morningstar Wide Moat E FD (MOAT) | 1.1 | $5.2M | 57k | 92.73 | |
| Schwab Us Large Cap Etf FD (SCHX) | 0.9 | $4.6M | 200k | 23.18 | |
| Emerson Electric (EMR) | 0.9 | $4.6M | 37k | 123.93 | |
| Schwab Us Midcap Etf FD (SCHM) | 0.9 | $4.6M | 166k | 27.71 | |
| Hershey Company (HSY) | 0.9 | $4.6M | 27k | 169.35 | |
| Allegheny Technologies Incorporated (ATI) | 0.9 | $4.4M | 80k | 55.04 | |
| Bank of America Corporation (BAC) | 0.9 | $4.4M | 100k | 43.95 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $4.4M | 9.7k | 453.28 | |
| Spdr S&p 500 Etf Tr Unit (SPY) | 0.9 | $4.2M | 7.1k | 586.07 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $4.1M | 55k | 74.01 | |
| Schlumberger (SLB) | 0.8 | $3.9M | 103k | 38.34 | |
| Home Depot (HD) | 0.8 | $3.9M | 10k | 388.99 | |
| International Business Machines (IBM) | 0.8 | $3.8M | 17k | 219.83 | |
| Bristol Myers Squibb (BMY) | 0.7 | $3.6M | 64k | 56.56 | |
| Ge Healthcare Technologies I (GEHC) | 0.7 | $3.5M | 44k | 78.18 | |
| Ishares Gold Etf Tr Unit (IAU) | 0.7 | $3.4M | 69k | 49.51 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $3.4M | 26k | 131.04 | |
| Gs Actvbeta Us Lrg Etf FD (GSLC) | 0.7 | $3.3M | 29k | 115.18 | |
| Agilent Technologies Inc C ommon (A) | 0.7 | $3.3M | 25k | 134.34 | |
| Bruker Corporation (BRKR) | 0.7 | $3.3M | 56k | 58.62 | |
| Procter & Gamble Company (PG) | 0.7 | $3.3M | 19k | 167.65 | |
| Coca-Cola Company (KO) | 0.6 | $3.1M | 49k | 62.26 | |
| Spx Corp (SPXC) | 0.6 | $3.1M | 21k | 145.52 | |
| Automatic Data Processing (ADP) | 0.6 | $3.0M | 10k | 292.73 | |
| Waters Corporation (WAT) | 0.6 | $3.0M | 8.0k | 370.98 | |
| Kroger (KR) | 0.6 | $2.9M | 47k | 61.15 | |
| FedEx Corporation (FDX) | 0.6 | $2.9M | 10k | 281.33 | |
| Ishares Core S&p 500 Etf FD (IVV) | 0.6 | $2.8M | 4.8k | 588.70 | |
| Honeywell International (HON) | 0.6 | $2.8M | 12k | 225.89 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $2.7M | 33k | 81.70 | |
| American Express Company (AXP) | 0.5 | $2.7M | 9.1k | 296.79 | |
| Woodward Governor Company (WWD) | 0.5 | $2.7M | 16k | 166.42 | |
| Schwab Us Dividend Equity Etf FD (SCHD) | 0.5 | $2.6M | 95k | 27.32 | |
| Keysight Technologies (KEYS) | 0.5 | $2.6M | 16k | 160.63 | |
| 3M Company (MMM) | 0.5 | $2.5M | 19k | 129.09 | |
| Walt Disney Company (DIS) | 0.5 | $2.5M | 22k | 111.35 | |
| Vanguard Short-term Bond Etf FD (BSV) | 0.5 | $2.4M | 31k | 77.27 | |
| Blkrk Flexible Income Etf FD (BINC) | 0.5 | $2.3M | 45k | 52.02 | |
| Boeing Company (BA) | 0.5 | $2.3M | 13k | 177.00 | |
| PNC Financial Services (PNC) | 0.5 | $2.2M | 12k | 192.86 | |
| Dell Technologies (DELL) | 0.4 | $2.1M | 19k | 115.24 | |
| United Parcel Service (UPS) | 0.4 | $2.1M | 17k | 126.10 | |
| Cabot Oil & Gas Corporation (CTRA) | 0.4 | $2.0M | 78k | 25.54 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $2.0M | 17k | 115.72 | |
| Cummins (CMI) | 0.4 | $1.9M | 5.3k | 348.60 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.9M | 9.8k | 189.30 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.8M | 20k | 90.91 | |
| Cabot Corporation (CBT) | 0.4 | $1.8M | 20k | 91.31 | |
| Uber Technologies (UBER) | 0.4 | $1.8M | 30k | 60.32 | |
| Dupont De Nemours (DD) | 0.4 | $1.8M | 24k | 76.25 | |
| Flowserve Corporation (FLS) | 0.4 | $1.8M | 32k | 57.52 | |
| Asml Holding (ASML) | 0.4 | $1.8M | 2.6k | 693.08 | |
| Lennar Corporation (LEN) | 0.4 | $1.7M | 13k | 136.37 | |
| Pfizer (PFE) | 0.4 | $1.7M | 65k | 26.53 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $1.7M | 8.2k | 207.85 | |
| Verizon Communications (VZ) | 0.3 | $1.7M | 42k | 39.99 | |
| Abbvie (ABBV) | 0.3 | $1.6M | 9.2k | 177.70 | |
| Amgen (AMGN) | 0.3 | $1.6M | 6.1k | 260.64 | |
| Vanguard Intermediate Term Bon FD (BIV) | 0.3 | $1.5M | 21k | 74.73 | |
| Fluor Corporation (FLR) | 0.3 | $1.5M | 31k | 49.32 | |
| Wabtec Corporation (WAB) | 0.3 | $1.5M | 7.9k | 189.58 | |
| Marathon Petroleum Corp (MPC) | 0.3 | $1.5M | 11k | 139.50 | |
| Vanguard Ftse All World Ex Us FD (VEU) | 0.3 | $1.5M | 26k | 57.41 | |
| Valero Energy Corporation (VLO) | 0.3 | $1.5M | 12k | 122.59 | |
| Columbia Banking System (COLB) | 0.3 | $1.3M | 49k | 27.01 | |
| Waste Management (WM) | 0.3 | $1.3M | 6.6k | 201.79 | |
| McDonald's Corporation (MCD) | 0.3 | $1.3M | 4.5k | 289.89 | |
| NVIDIA Corporation (NVDA) | 0.3 | $1.3M | 9.4k | 134.29 | |
| Illumina (ILMN) | 0.3 | $1.3M | 9.4k | 133.63 | |
| Facebook Inc cl a (META) | 0.3 | $1.2M | 2.1k | 585.51 | |
| Advanced Micro Devices (AMD) | 0.2 | $1.2M | 10k | 120.79 | |
| Nutrien (NTR) | 0.2 | $1.1M | 26k | 44.75 | |
| Teledyne Technologies Incorporated (TDY) | 0.2 | $1.1M | 2.4k | 464.13 | |
| Kemper Corp Del (KMPR) | 0.2 | $1.1M | 17k | 66.44 | |
| Abrdn Blmbr Al Cm Ln D Sy K 1 FD (BCD) | 0.2 | $1.1M | 35k | 31.33 | |
| CVS Caremark Corporation (CVS) | 0.2 | $1.1M | 24k | 44.89 | |
| U.S. Bancorp (USB) | 0.2 | $1.1M | 23k | 47.83 | |
| Clorox Company (CLX) | 0.2 | $1.1M | 6.6k | 162.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.2 | $1.1M | 28k | 38.08 | |
| Schwab Us Small Cap Etf FD (SCHA) | 0.2 | $1.0M | 39k | 25.86 | |
| Broadcom (AVGO) | 0.2 | $998k | 4.3k | 231.84 | |
| Bank America Cor 4 Flt P PFD (BML.PJ) | 0.2 | $964k | 42k | 22.90 | |
| Schwab Us Broad Market Etf FD (SCHB) | 0.2 | $961k | 42k | 22.70 | |
| Vanguard Intermediate Term Cor FD (VCIT) | 0.2 | $920k | 12k | 80.27 | |
| Eaton (ETN) | 0.2 | $920k | 2.8k | 331.87 | |
| Starbucks Corporation (SBUX) | 0.2 | $919k | 10k | 91.25 | |
| First Solar (FSLR) | 0.2 | $910k | 5.2k | 176.24 | |
| General Dynamics Corporation (GD) | 0.2 | $876k | 3.3k | 263.49 | |
| Weyerhaeuser Company (WY) | 0.2 | $843k | 30k | 28.15 | |
| U.s. Bancorp 5.56 Fpd PFD (USB.PH) | 0.2 | $836k | 38k | 22.05 | |
| Air Products & Chemicals (APD) | 0.2 | $809k | 2.8k | 290.04 | |
| Nike (NKE) | 0.2 | $798k | 11k | 75.67 | |
| Datadog Inc Cl A (DDOG) | 0.2 | $798k | 5.6k | 142.89 | |
| Unilever (UL) | 0.2 | $769k | 14k | 56.70 | |
| Vanguard Short Inflation Prot FD (VTIP) | 0.2 | $757k | 16k | 48.42 | |
| General Mills (GIS) | 0.1 | $716k | 11k | 63.77 | |
| Vaneck Morningstar Intrntnl Mo FD (MOTI) | 0.1 | $701k | 23k | 30.30 | |
| Oracle Corporation (ORCL) | 0.1 | $696k | 4.2k | 166.64 | |
| Comcast Corporation (CMCSA) | 0.1 | $693k | 19k | 37.53 | |
| Union Pacific Corporation (UNP) | 0.1 | $650k | 2.9k | 228.04 | |
| Aar (AIR) | 0.1 | $641k | 11k | 61.28 | |
| Vanguard Information Technolog FD (VGT) | 0.1 | $617k | 993.00 | 621.80 | |
| Goldman Sachs Accs Trs 0 1 Yr FD (GBIL) | 0.1 | $617k | 6.2k | 99.92 | |
| Wisdomtree Japan Hedged Equity FD (DXJ) | 0.1 | $602k | 5.5k | 110.29 | |
| Ishares Russell 2000 Etf FD (IWM) | 0.1 | $597k | 2.7k | 220.98 | |
| Seagate Technology (STX) | 0.1 | $588k | 6.8k | 86.31 | |
| Vanguard Dividend Appreciation FD (VIG) | 0.1 | $511k | 2.6k | 195.81 | |
| Wsdmtre Emrg Mkt Ex Stt Own En FD (XSOE) | 0.1 | $506k | 17k | 30.48 | |
| Airbnb (ABNB) | 0.1 | $506k | 3.8k | 131.41 | |
| Caterpillar (CAT) | 0.1 | $503k | 1.4k | 362.87 | |
| Abbott Laboratories (ABT) | 0.1 | $500k | 4.4k | 113.10 | |
| Duke Energy C 5.75 Pfd Pfd Ser PFD (DUK.PA) | 0.1 | $499k | 21k | 24.38 | |
| Heritage Financial Corporation (HFWA) | 0.1 | $498k | 20k | 24.50 | |
| Valaris Plc Shs Class A | 0.1 | $485k | 11k | 44.24 | |
| Ishares S&p 500 Growth Etf FD (IVW) | 0.1 | $478k | 4.7k | 101.53 | |
| Wells Fargo & Company (WFC) | 0.1 | $458k | 6.5k | 70.23 | |
| BlackRock | 0.1 | $454k | 443.00 | 1025.11 | |
| Schwab Us Tips Etf FD (SCHP) | 0.1 | $454k | 18k | 25.83 | |
| Schwab Fundamental Us Large FD (FNDX) | 0.1 | $450k | 19k | 23.68 | |
| Prudential Financial (PRU) | 0.1 | $436k | 3.7k | 118.53 | |
| Viatris (VTRS) | 0.1 | $434k | 35k | 12.45 | |
| Schwab Fundamental Us Small FD (FNDA) | 0.1 | $431k | 15k | 29.70 | |
| Ishares Total Us Stock Market FD (ITOT) | 0.1 | $423k | 3.3k | 128.62 | |
| Applied Materials (AMAT) | 0.1 | $421k | 2.6k | 162.64 | |
| Vanguard Mid Cap Etf FD (VO) | 0.1 | $406k | 1.5k | 264.13 | |
| Spdr Ser Tr S&p600 Small Cap FD (SPSM) | 0.1 | $404k | 9.0k | 44.92 | |
| The Charles S 5.95 Pfd Ser D PFD (SCHW.PD) | 0.1 | $389k | 16k | 25.10 | |
| American Funds New Persp Ectiv FD (FNPFX) | 0.1 | $388k | 6.3k | 62.10 | |
| Schwab Us Large Cap Value Etf FD (SCHV) | 0.1 | $381k | 15k | 26.07 | |
| Cisco Systems (CSCO) | 0.1 | $373k | 6.3k | 59.20 | |
| salesforce (CRM) | 0.1 | $364k | 1.1k | 334.33 | |
| Spdr Gold Shares Etf Tr Unit (GLD) | 0.1 | $353k | 1.5k | 242.13 | |
| Ishares Select Dividend Etf FD (DVY) | 0.1 | $328k | 2.5k | 131.29 | |
| Invsc Qqq Trust Srs 1 Etf FD (QQQ) | 0.1 | $312k | 610.00 | 511.23 | |
| Williams Companies (WMB) | 0.1 | $302k | 5.6k | 54.12 | |
| Enbridge (ENB) | 0.1 | $302k | 7.1k | 42.43 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $294k | 3.9k | 76.24 | |
| Tesla Motors (TSLA) | 0.1 | $290k | 717.00 | 403.84 | |
| Mattel (MAT) | 0.1 | $283k | 16k | 17.73 | |
| Corteva (CTVA) | 0.1 | $281k | 4.9k | 56.96 | |
| Vanguard Total Stock Market Et FD (VTI) | 0.1 | $279k | 964.00 | 289.81 | |
| Vanguard Esg U.s. Stock Etf FD (ESGV) | 0.1 | $277k | 2.6k | 104.91 | |
| Netflix (NFLX) | 0.1 | $277k | 311.00 | 891.32 | |
| Intuitive Surgical (ISRG) | 0.1 | $272k | 521.00 | 521.96 | |
| Nextera Energy (NEE) | 0.1 | $271k | 3.8k | 71.69 | |
| Visa (V) | 0.1 | $267k | 846.00 | 316.04 | |
| Ishares Core S&p Mid-cap Etf FD (IJH) | 0.1 | $258k | 4.1k | 62.31 | |
| Cheniere Energy (LNG) | 0.1 | $258k | 1.2k | 214.87 | |
| Kellogg Company (K) | 0.1 | $252k | 3.1k | 80.96 | |
| Alcon (ALC) | 0.1 | $251k | 3.0k | 84.89 | |
| BorgWarner (BWA) | 0.1 | $246k | 7.8k | 31.79 | |
| Booking Holdings (BKNG) | 0.0 | $244k | 49.00 | 4968.43 | |
| Schwab International Equity Et FD (SCHF) | 0.0 | $243k | 13k | 18.50 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $235k | 1.3k | 187.51 | |
| Devon Energy Corporation (DVN) | 0.0 | $234k | 7.1k | 32.73 | |
| Analog Devices (ADI) | 0.0 | $221k | 1.0k | 212.46 | |
| Ameriprise Financial (AMP) | 0.0 | $213k | 400.00 | 532.43 | |
| Wal-Mart Stores (WMT) | 0.0 | $211k | 2.3k | 90.35 | |
| Kinder Morgan (KMI) | 0.0 | $210k | 7.7k | 27.40 | |
| Wisdomtree Us Ai Enhncd Value FD (AIVL) | 0.0 | $210k | 2.0k | 106.52 | |
| Vanguard Growth Etf Tr Unit (VUG) | 0.0 | $204k | 497.00 | 410.31 | |
| Biogen Idec (BIIB) | 0.0 | $203k | 1.3k | 152.92 | |
| Schwab Short Term Us Treasury FD (SCHO) | 0.0 | $202k | 8.4k | 24.06 | |
| Telefonaktiebolaget LM Ericsson (ERIC) | 0.0 | $180k | 22k | 8.06 | |
| Kayne Anderson Energy In FD (KYN) | 0.0 | $128k | 10k | 12.71 | |
| Baird Core Plus Bond Ins T FD (BCOIX) | 0.0 | $114k | 11k | 10.01 | |
| Nugene International Inc cs (NUGN) | 0.0 | $5.1k | 1.5M | 0.00 |