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| Happy Holidays!! thanks for using AUM13F!! |
| Cobler Capital Management LLC
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| CRD # | 113556 |
| SEC # | 801-123523 |
| CIK # | 0002081038 |
| AUM | $161.6 M (2025-02-28) |
| Employees | 3 (100% Investors, 67% Brokers) |
| Phone | 785-582-5805 |
| Address | 323 Railroad Silver Lake, KS 66539 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 16.0 | ||
| Evergy Inc | 7.1 | ||
| One Gas Inc | 6.4 | ||
| Broadcom Inc | 5.4 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Lowes Companies Inc | 5.0 | ||
| McDonalds Corp | 4.5 | ||
| Amazon Com Inc | 3.3 | ||
| VISA Inc | 2.5 | ||
| American Water Works Company Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 641 | 124.9 |
| (b) Individuals (high net worth individuals) | 19 | 34.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 879 | 161.6 |
| By Discretionary | ||
| Discretionary | 879 | 161.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 879 | 161.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 161.6 | |
| Total | 879 | 161.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002081038] |
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|---|---|---|
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NY | 0.2 |
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Sequoia Planning & Investments LLC
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0.2 | |
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CT | 0.2 |
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0.2 |