Mengis Capital Management, Inc. - Q42025 Holdings

Mengis Capital Management, Inc. holds 209 stocks with a total portfolio value of $ 565.7M as of Q42025. In Q42025, Mengis Capital Management, Inc. added 10 new positions, increased stakes in 91 stocks, reduced 69 holdings, and fully exited 8 positions. The largest holding is Apple Inc (AAPL), representing 6.82% of the total portfolio.