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Showing Q2 2025 data
Cobler Capital Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Cobler Capital Management, LLC
•CIK: 2081038•Filing: Q2 2025
**Cobler Capital Management, LLC** manages $101M across a portfolio of 45 positions. The fund exhibits notable concentration in technology and consumer staples, with AAPL representing the largest holding at $16.0M. Significant allocations are also visible in healthcare (BMY at $10.4M) and dividend-focused strategies (VYLD at $9.7M). This positioning suggests a tactical approach balancing large-cap tech exposure with defensive sector plays.
Total AUM
$100.9M
QoQ Performance
N/A
Positions
45
Top 10 Concentration
71.9%
Latest Filing
Q2 2025
Top Holdings Allocation
AAPL
BMY
MSFT
EVRG
OGS
WMT
AAPL15.8%
BMY10.4%
MSFT9.6%
EVRG7.0%
OGS6.3%
WMT5.3%
LOW4.9%
AFL4.7%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Technology30.9%
Other29.8%
Consumer18.7%
Healthcare14.3%
Financial3.2%
Energy1.4%
Utilities0.8%
Communication0.4%