Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Mengis Capital Management, Inc.

Quarter ended Q2 2024 · Filed July 17, 2024 · Accession 0001609674-24-000004

Total Value
$493.4M
Positions
180
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT158,906$66.9M10.31%
2PACCAR INCPCAR475,190$58.9M9.08%
3APPLE INCAAPL255,715$43.9M6.76%
4COSTCO WHOLESALE COCOST27,160$19.9M3.07%
5MERCK & CO. INC.MRK126,604$16.7M2.58%
6CHEVRON CORPCVX100,431$15.8M2.44%
7DEERE & CODE30,967$12.7M1.96%
8QUALCOMM INCQCOM72,110$12.2M1.88%
9JPMORGAN CHASE & COVYLD59,749$12.0M1.85%
10ALPHABET INC. CLASS CGOOG71,515$10.9M1.68%
11GS INTL DVLPD ETFNVGLF306,423$10.5M1.62%
12QUANTA SERVICES INCPWR38,455$10.0M1.54%
13HUBBELL INCHUBB23,301$9.7M1.49%
14HOME DEPOT INCHD25,037$9.6M1.48%
15PEPSICO INCPEP51,950$9.1M1.40%
16JOHNSON & JOHNSONJNJ57,454$9.1M1.40%
17EXXON MOBIL CORPXOM77,197$9.0M1.38%
18NOVARTIS AG F SPONSORED ADR 1NVSEF83,793$8.1M1.25%
19WOODWARD INCWWD49,137$7.6M1.17%
20AMAZON.COM INCAMZN39,104$7.1M1.09%
21STARBUCKS CORPSBUX75,265$6.9M1.06%
22MEDTRONIC PLC FMDT70,437$6.1M0.95%
23CHARLES SCHWAB CORPSCHW-PJ82,858$6.0M0.92%
24AGILENT TECHNOLOGIES INCA40,593$5.9M0.91%
25LILLY ELI & COLLY7,474$5.8M0.90%
26IBM CORPINTR28,971$5.5M0.85%
27BRUKER CORPBRKRP56,690$5.3M0.82%
28INTEL CORPINTC111,732$4.9M0.76%
29EMERSON ELECTRIC COEMR43,093$4.9M0.75%
30VANECK MORNINGSTAR WIDE MOAT E92189f64353,279$4.8M0.74%
31WATERS CORP94184810313,500$4.6M0.72%
32KROGER COKR81,049$4.6M0.71%
33SCHWAB US LARGE CAP ETF80852420173,131$4.5M0.70%
34BRISTOL-MYERS SQUIBBCELG-RI81,932$4.4M0.69%
35HERSHEY COMPANYHSY22,430$4.4M0.67%
36CVS HEALTH CORPCVS54,009$4.3M0.66%
37PHILIP MORRIS INTL71817210946,947$4.3M0.66%
38SCHWAB US MIDCAP ETF80852450852,565$4.3M0.66%
39BERKSHIRE HATHAWAY INC CL BBRK-A10,116$4.3M0.66%
40BANK AMERICA CORP060505104111,326$4.2M0.65%
41ATI INCATI80,402$4.1M0.63%
42AUTO DATA PROCESSINGADP15,720$3.9M0.61%
43SPDR S&P 500 ETFSPY7,380$3.9M0.60%
44SPX TECHNOLOGIES INC REGSHSSPXC30,000$3.7M0.57%
45SCHLUMBERGER LTD FSLB63,056$3.5M0.53%
46KIMBERLY CLARK CORPKMB26,562$3.4M0.53%
47U S BANCORPUSB-PS74,336$3.3M0.51%
48THE COCA-COLA COKO54,173$3.3M0.51%
49PROCTER & GAMBLE74271810920,092$3.3M0.50%
50ISHARES GOLD ETFIAU73,123$3.1M0.47%
51FEDEX CORPFDX10,595$3.1M0.47%
52COLGATE-PALMOLIVE COCL33,300$3.0M0.46%
53GS ACTVBETA US LRG ETFNVGLF28,701$3.0M0.46%
54KEYSIGHT TECHNOLOGIES INC SHKEYS18,979$3.0M0.46%
55COTERRA ENERGY INCCTRA103,358$2.9M0.44%
56WALT DISNEY CO25468710623,110$2.8M0.44%
57BOEING COBA-PA14,204$2.7M0.42%
58VERIZON COMMUNICATNVZ64,130$2.7M0.41%
59VANGUARD SHORT-TERM BOND ETF92193782733,690$2.6M0.40%
60HONEYWELL INTL INC43851610612,376$2.5M0.39%
61UBER TECHNOLOGIES INCUBER32,550$2.5M0.39%
62MARATHON PETE CORPMPC11,825$2.4M0.37%
63SCHWAB US DIVIDEND EQUITY ETF80852479728,417$2.3M0.35%
64LENNAR CORP CLASS ALEN-B13,017$2.2M0.35%
65AMERICAN EXPRESS COAXP9,806$2.2M0.34%
66CABOT CORP COMCBT24,000$2.2M0.34%
67VALERO ENERGY CORPVLO12,746$2.2M0.34%
683M COMMM20,380$2.2M0.33%
69PFIZER INCPFE77,499$2.2M0.33%
70NXP SEMICONDUCTORS FNXPI8,230$2.0M0.31%
71DUPONT DE NEMOURS INC IADD26,301$2.0M0.31%
72RAYTHEON TECHNOLOGIES CORTX20,423$2.0M0.31%
73PNC FINL SERVICES69347510511,956$1.9M0.30%
74UNITED PARCEL SRVC CLASS BUPS12,516$1.9M0.29%
75ADVANCED MICRO DEVICAMD10,215$1.8M0.28%
76CATERPILLAR INCCAT5,027$1.8M0.28%
77ST JOE CO COMJOE31,410$1.8M0.28%
78YUM BRANDS INCYUM13,107$1.8M0.28%
79ALPHABET INC. CLASS AGOOG11,031$1.7M0.26%
80ABBVIE INCABBV9,108$1.7M0.26%
81AMGEN INC.AMGN5,662$1.6M0.25%
82CUMMINS INCCMI5,457$1.6M0.25%
83WALMART INCWMT26,436$1.6M0.25%
84VANGUARD FTSE ALL WORLD EX US92204277527,018$1.6M0.24%
85VANGUARD INTERMEDIATE TERM BON92193781920,819$1.6M0.24%
86GE HEALTHCARE TECHNOLOGIGEHC17,132$1.6M0.24%
87KEMPER CORP DELKMPB25,148$1.6M0.24%
88NUTRIEN LTD FNTR28,305$1.5M0.24%
89ISHARES CORE S&P 500 ETF4642872002,830$1.5M0.23%
90WASTE MANAGEMENT INCWM6,964$1.5M0.23%
91SCHWAB US TIPS ETF80852487028,170$1.5M0.23%
92FLOWSERVE CORPFLS31,730$1.4M0.22%
93WEYERHAEUSER CO REITWY39,447$1.4M0.22%
94TELEDYNE TECHNOLOGIETDY3,211$1.4M0.21%
95FREEPORT-MCMORAN INCFCX27,590$1.3M0.20%
96MCDONALDS CORPMCD4,582$1.3M0.20%
97BP PLC F SPONSORED ADR 1 ADR RBPPFF31,611$1.2M0.18%
98COLUMBIA BANKING SYS19723610261,291$1.2M0.18%
99SCHWAB US SMALL CAP ETF80852460723,903$1.2M0.18%
100VALARIS PLC SHS CLASS AVAL-WT15,610$1.2M0.18%
101WABTEC9297401087,984$1.2M0.18%
102META PLATFORMS INC CL AMETA2,308$1.1M0.17%
103EQT CORPEQT30,080$1.1M0.17%
104WELLS FARGO & CO94974610119,135$1.1M0.17%
105ORACLE CORPORCL-PD8,570$1.1M0.17%
106ABRDN BLMBR AL CM LN D SY K 100326120333,740$1.1M0.16%
107BANK AMERICA COR 4 FLT PFD06050559146,276$1.0M0.16%
108NIKE INC CLASS BNKE11,048$1.0M0.16%
109FIRST SOLAR INCFSLR6,042$1.0M0.16%
110CLOROX COCLX6,579$1.0M0.16%
111GENERAL DYNAMICS COGD3,522$994,9290.15%
112GENERAL MILLS INC37033410413,800$965,6120.15%
113U.S. BANCORP 5.56 FPDUSB-PS41,356$869,7320.13%
114SCHWAB US BROAD MARKET ETF80852410214,091$860,2770.13%
115ALCON INC FALC9,824$818,2400.13%
116STORA ENSO OYJ SPON ADR REP R86210m10657,936$805,3100.12%
117EATON CORP PLC FETN2,547$796,3950.12%
118UNION PACIFIC CORPUNP3,203$787,7130.12%
119GSK PLC ADR F SPONSORED ADR 1GLAXF17,766$761,6280.12%
120VANGUARD MID CAP ETF9229086293,038$759,0740.12%
121OCCIDENTAL PETROL CO67459910511,600$753,8840.12%
122GOLDMAN SACH 6.375 PFDNVGLF28,059$714,6760.11%
123NVIDIA CORPNVDA783$707,4900.11%
124AMERIPRISE FINLAMP1,610$705,8880.11%
125COMCAST CORP NEW CLASS ACCZ16,251$704,5010.11%
126UNILEVER PLC F SPONSORED ADR 1UNLYF13,994$702,3580.11%
127GOLDMAN SACHS ACCS TRS 0 1 YRNVGLF6,750$681,0070.11%
128MATTEL INC.MAT34,126$676,0360.10%
129AIRBNB INC CLASS AABNB3,933$648,7870.10%
130SEAGATE TECHNOLOGY HLD Fg7997r1036,970$648,5580.10%
131ISHARES RUSSELL 2000 ETF4642876553,006$632,2820.10%
132APPLIED MATERIALS0382221053,008$620,5190.10%
133CISCO SYSTEMS INCCSCO11,645$581,2010.09%
134WISDOMTREE JAPAN HEDGED EQUITYWT5,289$573,8770.09%
135ABBOTT LABORATORIESABLZF4,989$567,1470.09%
136AAR CORP COMAIR9,415$563,6760.09%
137VANGUARD INFORMATION TECHNOLOG92204a7021,074$563,1410.09%
138PRUDENTIAL FINLPUKPF4,790$562,3460.09%
139BIOGEN INCBIIB2,580$556,3250.09%
140DATADOG INC CL A COMDDOG4,485$554,3460.09%
141WSDMTRE EMRG MKT EX STT OWN EN97717x57818,300$539,1390.08%
142WALGREENS BOOTS ALLI93142710824,500$531,4050.08%
143YUM CHINA HOLDINGS INCYUMC13,103$521,3890.08%
144CITIGROUP INCC-PR8,046$508,8290.08%
145SCHWAB US LARGE CAP VALUE ETF8085244096,696$508,7700.08%
146ASML HOLDING N V F SPONSORED AASMLF520$504,6440.08%
147DEVON ENERGY CORP25179m10310,000$501,8000.08%
148ISHARES S&P 500 GROWTH ETF4642873095,708$482,0670.07%
149VANGUARD DIVIDEND APPRECIATION9219088442,637$481,6410.07%
150VIATRIS INCVTRS38,496$459,6500.07%
151BANK AMERICA CORP06050510412,000$455,0400.07%
152SCHWAB FUNDAMENTAL US SMALL CO8085247637,957$453,8380.07%
153THE CHARLES S 5.95 PFD SER DSCHW-PJ17,903$452,2330.07%
154WILLIAMS COS INC96945710011,086$432,0420.07%
155ENTEGRIS INC COMENTG3,032$426,1170.07%
156MAXIMUS INCMMS5,000$419,5000.06%
157ISHARES TOTAL US STOCK MARKET4642871503,483$401,5890.06%
158VANECK MORNINGSTAR INTRNTNL MO92189f59312,879$400,7830.06%
159NORTHWEST NATURAL HOLDINNWN10,489$390,4360.06%
160SCHWAB FUNDAMENTAL US LARGE CO8085247715,535$373,0030.06%
161VANGUARD INTERMEDIATE TERM COR92206c8704,575$368,3330.06%
162SANDOZ GROUP AG SPONSORED ADS79992610012,005$361,3500.06%
163BLACKROCK INCBLK405$337,6480.05%
164TEXAS INSTRUMENTS8825081041,923$335,0050.05%
165SALESFORCE INCCRM1,099$330,9960.05%
166SHELL PLC F SPONSORED ADR 1 ADRYDAF4,910$329,2180.05%
167NEXTERA ENERGY INCNEE-PW4,844$309,5800.05%
168AMERICAN FUNDS NEW PERSP ECTIV6480187785,083$308,2680.05%
169ISHARES SELECT DIVIDEND ETF4642871682,500$307,9500.05%
170KLA CORPKLAC440$307,3700.05%
171CORTEVA INCCTVA5,311$306,3330.05%
172FIRST CTZNS BANCSHARES CL AFCNCP186$304,1100.05%
173UNITEDHEALTH GRP INCUNH609$301,2720.05%
174EQUITRANS MIDSTREAM CORPREGIST29460010124,064$300,5590.05%
175LEIDOS HOLDINGS INC COMLDOS2,255$295,6070.05%
176ERICSSON F SPONSORED ADR 1 ADR29482160853,300$293,6830.05%
177SPDR GOLD SHARES ETFGLD1,424$292,9450.05%
178MGM RESORTS INTLMGM6,050$285,6200.04%
179AMERICAN INTL GROUP0268747843,642$284,6950.04%
180BORG WARNER INCBWA8,150$283,1310.04%
181GENERAL MOTORS CO37045v1006,181$280,3080.04%
182VANGUARD ESG U.S. STOCK ETF9219107332,976$277,3400.04%
183ENBRIDGE INC FENNPF7,644$276,5590.04%
184SCHWAB INTERNATIONAL EQUITY ET8085248057,054$275,2610.04%
185INVSC QQQ TRUST SRS 1 ETFIVZ610$270,8460.04%
186VANGUARD TOTAL STOCK MARKET ET9229087691,040$270,2960.04%
187L3HARRIS TECHNOLOGIES COMLHX1,249$266,1610.04%
188BAXTER INTERNTNL0718131096,031$257,7840.04%
189MICRON TECHNOLOGY INC COMMU2,139$252,1660.04%
190INTERCONTINENTAL EXCICE1,834$252,0460.04%
191DUKE ENERGY C 5.75 PFD PFD SERDUKB10,050$249,7420.04%
192ISHARES CORE S&P MID-CAP ETF4642875074,031$244,8880.04%
193SCHWAB SHORT TERM US TREASURY8085248625,032$242,5930.04%
194ARTHUR J GALLAGHER&C363576109968$242,0380.04%
195SS&C TECHNOLOGIES HLDG COMSSNC3,739$240,6790.04%
196DOLLAR GENERAL CORP2566771051,540$240,3320.04%
197DANAHER CORP235851102938$234,2370.04%
198WISDOMTREE US AI ENHNCD VALUEWT2,300$234,0940.04%
199KEYCORP NEW COM49326710814,126$223,3320.03%
200FIDELITY NATL INFO SVC COM31620m1062,976$220,7590.03%
201VISA INC CLASS AV775$216,2870.03%
202CIGNA CORP125523100595$216,0980.03%
203LAB CO OF AMER HLDGLH976$213,2160.03%
204CARDINAL HEALTH INC COMCAH1,862$208,3570.03%
205ANALOG DEVICES INCADI1,040$205,7010.03%
206BROADCOM INCAVGO151$200,1360.03%
207HERITAGE FINL42722x10610,242$198,6110.03%
208CHS INC. 7.875 PFD SER 1CHSCO7,200$193,0320.03%
209COLUMBIA BANKING SYS1972361029,933$192,2060.03%
210HALEON PLC F SPONSORED ADR 1 AHLNCF22,208$188,5450.03%
211SILK ROAD MEDICAL INC82710m10010,225$187,3220.03%
212COMMUNITY HEALTH SYS20366810842,001$147,0030.02%
213BAIRD CORE PLUS BOND INS T05707187011,373$114,4170.02%
214KAYNE ANDERSON ENERGY IN48660610610,173$101,8400.02%
215GS INTL DVLPD ETFNVGLF2,348$80,5450.01%
216QUANTUMSCAPE CORP CLASS AQS10,100$63,5290.01%
217GENERAL MILLS INC370334104900$62,9730.01%
218INTEL CORPINTC1,166$51,5020.01%
219WILLIAMS COS INC9694571001,200$46,7640.01%
220WEYERHAEUSER CO REITWY1,200$43,0920.01%
221VERIZON COMMUNICATNVZ900$37,7640.01%
222PHILIP MORRIS INTL718172109400$36,6480.01%
223SIRIUS XM HLDGS INCSIRI8,487$32,9290.01%
224CHS INC. 7.875 PFD SER 1CHSCO1,200$32,1720.00%
225CHEVRON CORPCVX150$23,6610.00%
226RAYTHEON TECHNOLOGIES CORTX233$22,7240.00%
227ENBRIDGE INC FENNPF500$18,0900.00%
228NUGENE INTL INC COMNU1,500,000$16,0500.00%
229SIRIUS XM HLDGS INCSIRI3,000$11,6400.00%
230COMMUNITY HEALTH SYS2036681083,000$10,5000.00%
231VANGUARD SHORT-TERM BOND ETF921937827128$9,8130.00%
232SPDR GOLD SHARES ETFGLD45$9,2570.00%
233INTERMAP TECH LTD F CLASS A45897740215,800$8,3740.00%
234ISHARES SELECT DIVIDEND ETF46428716850$6,1590.00%
235GE HEALTHCARE TECHNOLOGIGEHC42$3,8180.00%
236AMERICAN INTL GROUP02687478418$1,4070.00%