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Mengis Capital Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Mengis Capital Management, Inc.
报告期 2026-03-31 · CIK 0001609674
持仓数
212
前50大市值合计
$413.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 117 项
建仓 2
增持 42
减持 70
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
PCAR
PACCAR INC COM
+$4.8M
313,971
+0%
减持
—
MERCK AND CO INC COM
+$3.1M
140,933
-3%
减持
CVX
CHEVRON CORP COM
+$2.9M
81,491
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DE
DEERE AND CO COM
+$2.9M
30,520
-0%
增持
—
MEDTRONIC INC COM
+$2.5M
56,814
+146%
减持
AAPL
APPLE INC
-$2.3M
263,357
-0%
减持
VZ
VERIZON COMMUNICATIONS
-$2.0M
111,844
-33%
减持
—
J P MORGAN CHASE AND CO
+$1.7M
57,073
-0%
增持
—
EXXON MOBIL CORP COM
+$1.6M
69,715
+0%
增持
GSIE
GS ETF TR INTL DVLPD
+$1.3M
326,455
+0%
减持
NVS
NOVARTIS A G SPONSORED ADR
+$1.2M
82,258
-1%
增持
—
QUANTA SVCS INC COM
+$1.0M
34,090
+14%
减持
EMR
EMERSON ELEC CO COM
+$951.0K
41,707
-0%
减持
PEP
PEPSICO INC COM
+$806.0K
50,167
-1%
减持
SCHW
SCHWAB CHARLES CORP NE COM
+$769.0K
73,163
-1%
减持
JNJ
JOHNSON AND JOHNSON COM
+$766.0K
58,238
-0%
减持
DIS
WALT DISNEY CO
-$756.0K
25,738
-19%
增持
AMZN
AMAZON COM INC COM
-$674.0K
39,450
+12%
增持
IBM
INTERNATIONAL BUS MACH COM
+$667.0K
30,168
+0%
增持
—
RAYTHEON TECHNOLOGIES COM
+$603.0K
31,403
+0%
减持
MSFT
MICROSOFT CORP COM
+$585.0K
99,761
-0%
减持
—
VANGUARD BD INDEX FDS VANGUARD
-$535.0K
65,160
-14%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$532.0K
12,959
+28%
减持
PG
PROCTER AND GAMBLE CO COM
+$509.0K
20,366
-0%
减持
—
DU PONT E I DE NEMOURS COM
+$483.0K
28,063
-2%
减持
PFE
PFIZER INC COM
+$477.0K
64,592
-0%
增持
—
VANECK MORNINGSTAR WIDE MOAT E
+$476.0K
53,066
+7%
减持
YELP
YELP INC CL A
-$436.0K
7,750
-59%
增持
PM
PHILIP MORRIS INTL INC
+$421.0K
22,723
+0%
增持
COST
COSTCO WHSL CORP NEW COM
-$418.0K
28,371
+0%
减持
—
MINNESOTA MNNG AND MANUF
-$407.0K
27,239
-18%
增持
—
ALPHABET INC C NON VTNG SH
-$401.0K
79,715
+3%
减持
NKE
NIKE INC CL B
+$382.0K
11,506
-1%
增持
BSV
VANGUARD BD INDEX FD SHORT TRM
+$381.0K
36,188
+16%
增持
KMB
KIMBERLY CLARK CORP COM
+$365.0K
10,730
+11%
增持
VEU
VANGUARD INTL EQTY IDX ALLWRLD
+$353.0K
27,754
+19%
减持
KO
COCA COLA CO COM
+$346.0K
52,806
-2%
增持
BAC
BANK OF AMERICA CORP COM
+$325.0K
110,842
+0%
减持
INTC
INTEL CORP COM
-$318.0K
109,847
-12%
减持
TDY
TELEDYNE TECHNOLOGIES COM
+$306.0K
5,176
-1%
增持
LLY
LILLY ELI & CO COM
+$306.0K
7,163
+0%
建仓
—
VANECK VECTORS ETF TR MORNINGS
+$300.0K
10,379
减持
—
VALERO ENERGY CORP
+$298.0K
16,110
-1%
减持
ERIC
ERICSSON ADR B SEK 10
-$296.0K
49,000
-52%
减持
—
MARATHON PETE CORP COM
+$286.0K
17,325
-1%
清仓
—
PINTEREST INC CL A
-$277.0K
0
-100%
增持
BA
BOEING CO
+$271.0K
3,693
+3%
减持
—
META PLATFORMS INC CL A
-$265.0K
2,253
-43%
减持
—
VIATRIS INC COM
-$256.0K
41,710
-51%
减持
—
NUTRIEN LTD COM
-$252.0K
23,595
-0%
减持
CTRA
COTERRA ENERGY INC COM
-$245.0K
156,867
-0%
建仓
HON
HONEYWELL INTL INC
+$241.0K
1,126
增持
—
ALLEGHENY TECHNOLOGIES
+$240.0K
69,854
+1%
增持
LEN
LENNAR CORP CL A
+$238.0K
14,918
+0%
减持
—
UBER TECHNOLOGIES INC COM
-$222.0K
39,350
-13%
清仓
—
KELLOGG CO COM
-$220.0K
0
-100%
减持
—
ABBVIE INC. COM
+$219.0K
9,027
-2%
增持
CMI
CUMMINS INC COM
+$208.0K
4,840
+2%
减持
SCHM
SCHWAB US MID-CAP ETF
+$207.0K
50,981
-2%
减持
IAU
ISHARES TR COMEX GOLD
+$205.0K
80,766
-2%
增持
—
WT EMG MKT EX ST-OWNED
+$200.0K
21,815
+40%
减持
—
BLACKROCK INC COM
-$199.0K
405
-54%
增持
SCHD
SCHWAB STRATEGIC TR US DIVIDEN
+$178.0K
18,505
+1%
增持
BP
BP PLC SPONSORED ADR
+$163.0K
25,466
+0%
减持
SBUX
STARBUCKS CORP COM
+$154.0K
10,808
-1%
减持
SCHX
SCHWAB US LRG CAP ETF
+$150.0K
75,138
-2%
减持
AMGN
AMGEN INC COM
+$146.0K
6,310
-6%
减持
CVS
CVS CORP COM
-$145.0K
63,783
-0%
减持
PENN
PENN NATL GAMING INC COM
-$141.0K
8,949
-39%
减持
—
US BANCORP DEL PFD B 1/1000DP
-$131.0K
39,818
-8%
减持
GSLC
GS US LARGE CAP EQUITY ETF
+$130.0K
31,498
-1%
减持
FDX
FEDEX CORP COM
-$129.0K
9,349
-21%
增持
—
ACTIVISION BLIZZARD IN COM
+$119.0K
13,650
+10%
增持
—
VANGUARD INT-TERM CORP BND FD
+$109.0K
11,145
+12%
清仓
SFIX
STITCH FIX INC COM CL A
-$109.0K
0
-100%
增持
—
NXP SEMICOND N V COM
+$101.0K
8,880
+1%
减持
—
INCYTE CORP COM
-$98.0K
8,475
-27%
减持
—
ALPHABET INC CLASS A
-$91.0K
11,490
-1%
减持
UPS
UNITED PARCEL SERVICE CL B
+$88.0K
12,931
-3%
减持
—
SCHWAB CHARLES CORP NE DSHS 1/
-$87.0K
16,093
-15%
增持
—
UNILEVER PLC SPON ADR NEW
+$81.0K
6,367
+16%
减持
—
BANK OF AMERICA PREF IV FLTNG
-$81.0K
43,224
-10%
减持
—
ALCON INC ORD SHS
+$79.0K
10,027
-4%
减持
BIIB
BIOGEN IDEC INC
+$78.0K
8,105
-0%
增持
QCOM
QUALCOMM INC COM
+$70.0K
89,760
+4%
减持
MAT
MATTEL INC COM
-$68.0K
43,926
-2%
增持
KR
KROGER CO COM
+$61.0K
73,183
+0%
减持
IVV
ISHARES TR CORE S&P500 ETF
+$59.0K
2,865
-1%
减持
WMB
WILLIAMS COS INC DEL COM
+$57.0K
14,699
-1%
增持
AMD
ADVANCED MICRO DEVICES COM
+$52.0K
11,040
+5%
减持
—
GOLDMAN SACHS GRP PFD K 6.375
-$50.0K
28,770
-5%
增持
SCHB
SCHWAB STRATEGIC TR US BRD EQT
+$46.0K
16,080
+0%
减持
SPY
SPDR TR UNIT SER 1
+$46.0K
8,164
-5%
增持
BCD
ALL COMMODITY ABERDEEN ETF
+$45.0K
28,155
+5%
减持
SCHA
SCHWAB US SML CAP ETF
+$36.0K
24,160
-3%
增持
FNDX
US LARGE CAP FUNDAMENTAL ETF
+$33.0K
5,185
+1%
减持
VIG
VANGUARD SPECIALIZED DIV APP E
+$31.0K
2,633
-4%
增持
IWM
ISHARES TR RUSSELL 2000 ETF
+$29.0K
3,124
+0%
减持
—
CHS INC PFD CL B
-$28.0K
7,900
-11%
减持
—
SPDR SERIES TRUST S&P BIOTECH
-$27.0K
4,441
-11%
增持
CLX
CLOROX CO DEL COM
+$27.0K
2,227
+0%
增持
PNC
PNC FINL SVCS GROUP COM
+$26.0K
2,502
+1%
减持
SCHF
SCHWAB INTL EQTY ETF
+$24.0K
7,609
-3%
减持
GIS
GENERAL MLS INC COM
+$22.0K
14,401
-7%
减持
USB
US BANCORP DEL COM NEW
-$21.0K
78,147
-8%
减持
—
WASTE MGMT INC DEL COM
-$19.0K
5,495
-0%
增持
—
WISDOMTREE TRUST JAPN HEDGE EQ
+$18.0K
5,086
+2%
减持
SCHV
SCHWAB US LCAP VAL ETF
-$16.0K
8,699
-14%
增持
—
KINDER MORGAN INC DEL COM
+$15.0K
10,092
+0%
增持
COLB
COLUMBIA BKG SYS INC COM
+$15.0K
11,933
+0%
减持
WFC
WELLS FARGO AND CO NEW COM
+$14.0K
15,352
-0%
增持
—
WELLS FARGO AND CO DEP 1/1000
-$13.0K
36,554
+1%
减持
BMY
BRISTOL MYERS SQUIBB COM
+$9.0K
146,654
-1%
减持
—
CORTEVA INC COM
+$6.0K
5,231
-1%
减持
—
NEXTERA ENERGY INC COM
-$3.0K
3,754
-7%
减持
—
NORTHWEST NATURAL HOLDINGS
+$3.0K
5,723
-8%
减持
IVW
ISHARES TR SP500 GRW
+$1.0K
5,908
-1%
