Cobler Capital Management, LLC — 13F holdings

Cobler Capital Management, LLC reported 46 holdings worth $101M in its 13F filing for Q2 2025, filed August 14, 2025.

Largest positions

1. AAPL APPLE INC — $16.0M (15.8%)
2. BMY BRISTOL-MYERS SQUIBB CO — $10.4M (10.4%)
3. MICROSOFT CORP — $9.73M (9.6%)
4. EVRG EVERGY INC — $7.08M (7.0%)
5. OGS ONE GAS INC — $6.41M (6.3%)
6. WMT WALMART INC — $5.32M (5.3%)
7. LOW LOWES COS INC — $4.99M (4.9%)
8. AFL AFLAC INC — $4.71M (4.7%)
9. MCD MCDONALDS CORP — $4.50M (4.5%)
10. AMZN AMAZON COM INC — $3.34M (3.3%)