Mengis Capital Management, Inc. — 13F holdings

Mengis Capital Management, Inc. reported 215 holdings worth $673M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. AAPL APPLE INC — $46.6M (6.9%)
2. MSFT MICROSOFT CORP — $36.3M (5.4%)
3. GOOG ALPHABET INC — $21.8M (3.2%)
4. CVX CHEVRON CORP NEW — $19.8M (3.0%)
5. DE Deere & Co — $18.1M (2.7%)
6. JPM JPMorgan Chase & Co. — $17.5M (2.6%)
7. PWR QUANTA SVCS INC — $16.4M (2.4%)
8. GSIE GOLDMAN SACHS ETF TR — $14.6M (2.2%)
9. MRVL MARVELL TECHNOLOGY INC — $12.4M (1.8%)
10. AMZN AMAZON COM INC — $12.4M (1.8%)