Mengis Capital Management, Inc.
Mengis Capital Management, Inc. reported 218 positions worth $657.7M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (6.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $41.0M | 6.23% | 141,611 | — | — | |
| ▸ 2 | MSFT | SH | $26.0M | 3.96% | 69,793 | — | — | |
| ▸ 3 | GOOG | SH | $22.5M | 3.43% | 63,775 | — | — | |
| ▸ 4 | PWR | SH | $19.0M | 2.89% | 26,408 | — | — | |
| ▸ 5 | JPM | SH | $17.8M | 2.70% | 54,286 | — | — | |
| ▸ 6 | DE | SH | $17.2M | 2.62% | 27,124 | — | — | |
| ▸ 7 | CVX | SH | $16.2M | 2.46% | 97,795 | — | — | |
| ▸ 8 | GSIE | SH | $14.1M | 2.15% | 309,091 | — | — | |
| ▸ 9 | MRVL | SH | $13.9M | 2.11% | 46,555 | — | — | |
| ▸ 10 | ATI | SH | $13.7M | 2.09% | 69,614 | — | — |
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Frequently Asked Questions
What stocks does Mengis Capital Management, Inc. hold as of Q2 2026?
Mengis Capital Management, Inc. reported 218 positions worth $657.7M in its Q2 2026 13F filing. Largest positions: AAPL (6.2%), MSFT (4.0%), GOOG (3.4%), PWR (2.9%) and JPM (2.7%).
What did Mengis Capital Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mengis Capital Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.