account_balance
Investment manager · 13F filer · SEC CIK 1609674
Mengis Capital Management, Inc.
Reported value$673Mas of Sep 30, 2026
Positions215 8 new, 11 sold out
Top 10 weight32.1%AAPL alone is 7%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
6.9%
MSFTMicrosoft Corp
5.4%
GOOGAlphabet Inc.
3.2%
CVXChevron Corp
3.0%
DEDeere & Co
2.7%
JPMJPMorgan Chase & Co
2.6%Trimmed −3%
PWRQuanta Services, Inc.
2.4%Trimmed −3%
GSIEGs Intl Dvlpd ETF
2.2%Added +3%
MRVLMarvell Technology, Inc.
1.8%
AMZNAmazon.com Inc
1.8%Added +4%
QCOMQualcomm Inc
1.8%Added +3%
ATIATI Inc
1.8%Trimmed −9%
AAPLApple Inc.
6.9%
MSFTMicrosoft Corp
5.4%
GOOGAlphabet Inc.
3.2%
CVXChevron Corp
3.0%
DEDeere & Co
2.7%
JPMJPMorgan Chase & Co
2.6%
PWRQuanta Services, Inc.
2.4%
GSIEGs Intl Dvlpd ETF
2.2%
MRVLMarvell Technology, Inc.
1.8%
AMZN1.8%QCOM1.8%ATI1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 6.9% HeldMSFT Microsoft Corp 5.4% HeldGOOG Alphabet Inc. 3.2% HeldCVX Chevron Corp 3.0% HeldDE Deere & Co 2.7% HeldJPM JPMorgan Chase & Co 2.6% Trimmed −3%PWR Quanta Services, Inc. 2.4% Trimmed −3%
GSIE Gs Intl Dvlpd ETF 2.2% Added +3%
MRVL Marvell Technology, Inc. 1.8% HeldAMZN Amazon.com Inc 1.8% Added +4%QCOM Qualcomm Inc 1.8% Added +3%ATI ATI Inc 1.8% Trimmed −9%What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.