Cobler Capital Management, LLC

Est. AUM

$100.9M

13F long equity, this entity only

Positions

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COMMON STOCK	$16.0M	74451	15.82%	SOLE
2	BRISTOL-MYERS SQUIBB CO	COMMON STOCK	$10.4M	34880	10.36%	SOLE
3	MICROSOFT CORP	COMMON STOCK	$9.7M	18480	9.65%	SOLE
4	EVERGY INC	COMMON STOCK	$7.1M	96258	7.02%	SOLE
5	THE COCA-COLA CO	COMMON STOCK	$6.1M	88067	6.07%	SOLE
6	WALMART INC	COMMON STOCK	$5.3M	54540	5.27%	SOLE
7	LOWES COS INC	COMMON STOCK	$5.0M	20833	4.95%	SOLE
8	AFLAC INC	COMMON STOCK	$4.7M	4621	4.67%	SOLE
9	MCDONALDS CORP	COMMON STOCK	$4.5M	14682	4.46%	SOLE
10	AMAZON COM INC	COMMON STOCK	$3.3M	15268	3.31%	SOLE
11	VISA INC	COMMON STOCK CLASS A	$2.5M	7436	2.51%	SOLE
12	AMERICAN WTR WKS CO INC	COMMON STOCK	$2.3M	16304	2.30%	SOLE
13	ALPHABET INC	CAP STOCK CL A	$2.1M	10447	2.03%	SOLE
14	PROCTER AND GAMBLE CO	COMMON STOCK	$1.6M	10613	1.61%	SOLE
15	CASEYS GEN STORES INC	COMMON STOCK	$1.5M	2947	1.52%	SOLE
16	ONEOK INC NEW	COMMON STOCK	$1.4M	18679	1.40%	SOLE
17	CISCO SYS INC	COMMON STOCK	$1.4M	20363	1.40%	SOLE
18	NVIDIA CORPORATION	COMMON STOCK	$1.4M	7586	1.34%	SOLE
19	JOHNSON & JOHNSON	COMMON STOCK	$1.2M	6834	1.17%	SOLE
20	EXXON MOBIL CORP	COMMON STOCK	$1.2M	10897	1.16%	SOLE
21	ABBVIE INC	COMMON STOCK	$1.1M	5784	1.12%	SOLE
22	COLGATE PALMOLIVE CO	COMMON STOCK	$995K	11751	0.99%	SOLE
23	CHEVRON CORP NEW	COMMON STOCK	$843K	5493	0.84%	SOLE
24	DUKE ENERGY CORP NEW	COMMON STOCK	$788K	6241	0.78%	SOLE
25	VERIZON COMMUNCATIONS INC	COMMON STOCK	$715K	16721	0.71%	SOLE
26	AMGEN INC	COMMON STOCK	$684K	2397	0.68%	SOLE
27	TESLA INC	COMMON STOCK	$661K	2087	0.66%	SOLE
28	ABBOTT LABS	COMMON STOCK	$585K	4454	0.58%	SOLE
29	VANGUARD LARGE CAP ETF	ETF	$527K	1804	0.52%	SOLE
30	PHILLIPS 66	COMMON STOCK	$485K	4011	0.48%	SOLE
31	INVESCO QQQ ETF	ETF	$477K	842	0.47%	SOLE
32	AT&T INC	COMMON STOCK	$441K	15817	0.44%	SOLE
33	ELI LILLY & CO	COMMON STOCK	$390K	521	0.39%	SOLE
34	DARLING INGREDIENTS INC	COMMON STOCK	$363K	11665	0.36%	SOLE
35	AMERICAN ELEC PWR CO INC	COMMON STOCK	$337K	2951	0.33%	SOLE
36	PEPSICO INC	COMMON STOCK	$318K	2256	0.32%	SOLE
37	TEXAS INSTRS INC	COMMON STOCK	$300K	1617	0.30%	SOLE
38	ISHARES CORE S&P 500 ETF	ETF	$274K	431	0.27%	SOLE
39	VANGUARD MID CAP ETF	ETF	$271K	950	0.27%	SOLE
40	ISHARES S&P 500 GROWTH ETF	ETF	$262K	2300	0.26%	SOLE
41	CONOCOPHILLIPS	COMMON STOCK	$218K	2308	0.22%	SOLE
42	META PLATFORMS INC	CLASS A	$211K	273	0.21%	SOLE
43	VANGUARD HIGH DIVIDEND YIELD ETF	ETF	$205K	1522	0.20%	SOLE
44	US BANCORP DEL	COMMON STOCK	$204K	4574	0.20%	SOLE
45	BROADCOM INC	COMMON STOCK	$112K	19440	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.