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| Happy Holidays!! thanks for using AUM13F!! |
| Poehling Capital Management Inc
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| CRD # | 131668 |
| SEC # | 801-63189 |
| CIK # | 0001730815 |
| AUM | $489.3 M (2025-03-10) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 608-664-9600 |
| Address | 525 Junction Road Madison, WI 53717 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730815 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Fairfax Financial Holdings LTD/ CAN | 33.2 | ||
| Markel Corp | 26.5 | ||
| Cannae Holdings Inc | 17.2 | ||
| Schwab Charles Corp | 16.3 | ||
| Microsoft Corp | 11.6 | ||
| Alphabet Inc | 11.6 | ||
| Wells Fargo & Co/MN | 11.3 | ||
| 3M Co | 10.3 | ||
| Discovery Communications Inc | 10.1 | ||
| Apple Inc | 9.4 | ||
| PepsiCo Inc | 9.3 | ||
| Mastercard Inc | 8.3 | ||
| VISA Inc | 8.0 | ||
| Amazon Com Inc | 7.2 | ||
| Leucadia National Corp | 6.8 | ||
| Walt Disney Co | 6.6 | ||
| Hershey Co | 6.1 | ||
| Upjohn Inc | 6.1 | ||
| British American Tobacco PLC | 5.8 | ||
| Medtronic Holdings Ltd | 5.7 | ||
| Diageo PLC | 5.6 | ||
| Citigroup Inc | 5.4 | ||
| Occidental Petroleum Corp /DE/ | 4.7 | ||
| Facebook Inc | 4.6 | ||
| Target Corp | 4.5 | ||
| Jackson Financial Inc | 4.5 | ||
| Bank of New York Mellon Corp | 4.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 288 | 98.1 |
| (b) Individuals (high net worth individuals) | 132 | 362.8 |
| (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 | 6 | 8.9 |
| (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 | 6 | 19.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,433 | 489.3 |
| By Discretionary | ||
| Discretionary | 1,433 | 489.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,433 | 489.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 489.3 | |
| Total | 1,433 | 489.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730815] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Burkett Financial Services LLC
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|
SC | 0.5 |
|
Access Wealth Planning LLC
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|
NJ | 0.5 |
|
Addison Advisors LLC
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|
VT | 0.5 |
|
VAM Group Inc
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|
MI | 0.5 |
|
Concorde Asset Management LLC
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|
MI | 0.5 |
|
Westward Investment Advisory LLC
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|
KS | 0.5 |
|
Saybrook Capital Corp
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|
NY | 0.5 |
|
Everpar Advisors LLC
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|
OK | 0.5 |
|
USAdvisors Wealth Management LLC
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|
MN | 0.5 |
|
Halter Ferguson Financial Inc
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|
IN | 0.5 |