Poehling Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Poehling Capital Management Inc
CRD #131668
SEC #801-63189
CIK #
AUM $228.6 MM (100% Disc, 100% US)
Employees5 (80% Investors, 0% Brokers)
Phone608-664-9600
Address525 Junction Road
Madison, WI 53717
Source IAPDexternal Websiteexternal LinkedInexternal Facebookexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
MSFT 865,660.0 4.2
AMG 5,550.0 3.3
GILD 82,070.0 3.0
PEP 163,770.0 2.8
V 341,210.0 2.8
SYF 22,730.0 2.4
JNJ 369,000.0 2.2
BAC 279,520.0 2.2
BK 49,490.0 2.1
CAR 2,600.0 2.0
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
WP Advisors LLC
CA
0.2
Lincoln Capital Corporation
RI
0.2
Johnson & White Wealth Management LLC
PA
0.2
Westover Capital Advisors LLC
DE
0.2
Central Family Advisors LLC
NY
0.2
MKKS Investment Advisory Services Inc
CA
0.2
Piershale Financial Group Inc
IL
0.2
Alpha Omega Group Inc
VA
0.2
The Hogan-Knotts Financial Group Inc
NJ
0.2
Freedom Wealth Alliance LLC
WI
0.2