Pflug Koory, LLC - Portfolio overview

Pflug Koory, LLC has 435 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. BRKA - BERKSHIRE HATHAWAY INC DEL, 6.86%
2. AAPL - APPLE INC, 5.76%
3. CAT - CATERPILLAR INC, 4.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.