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Home > Institutional Investor > Pflug Koory, Llc > Profile

Instuitional Investor - Pflug Koory, Llc

Fund Profile
Filing Period:
Fund Name: Pflug Koory, Llc
Portfolio Value $196,960,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 23 $16,762,400 8.51%
2.
Apple Inc.
 AAPL 50,329 $10,326,032 5.24%
3.
Berkshire Hathaway Inc
 BRK.A 18,868 $9,165,508 4.65%
4.
Microsoft Corp
 MSFT 16,137 $8,026,920 4.08%
5.
Caterpillar Inc
 CAT 13,855 $5,378,650 2.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)