Wolfstich Capital, LLC
Net seller this quarter
$130M
3
-$10.1M
24.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $28M | 21.65% | Not reported | +3.2% | Q4 2024 |
 IBM | $1.67M | 1.29% | 0.00% | -1.9% | Q4 2024 |
 SCHK | $1.39M | 1.07% | 0.08% | -20.3% | Q4 2025 |
| Q1 2026 | |||||
| DFAX | $24.4M | 21.36% | Not reported | -7.0% | Q4 2024 |
| SCHK | $1.47M | 1.28% | 0.10% | Not reported | Q4 2025 |
| IBM | $1.39M | 1.22% | 0.00% | Not reported | Q4 2024 |
 AWR | $889K | 0.78% | 0.03% | New | Q1 2026 |
 TROW | $753K | 0.66% | 0.00% | New | Q1 2026 |
 ABBV | $704K | 0.62% | 0.00% | New | Q1 2026 |
 VZ | $700K | 0.61% | 0.00% | New | Q1 2026 |
 MDLZ | $633K | 0.55% | 0.00% | New | Q1 2026 |
 CVX | $558K | 0.49% | 0.00% | New | Q1 2026 |
 PG | $532K | 0.47% | 0.00% | New | Q1 2026 |
 JNJ | $512K | 0.45% | 0.00% | New | Q1 2026 |
 ACN | $453K | 0.40% | 0.00% | New | Q1 2026 |
 CNQ | $449K | 0.39% | 0.00% | New | Q1 2026 |
 OKE | $447K | 0.39% | 0.00% | New | Q1 2026 |
 PEP | $440K | 0.38% | 0.00% | New | Q1 2026 |
 CLX | $419K | 0.37% | 0.00% | New | Q1 2026 |
 ORI | $380K | 0.33% | 0.00% | New | Q1 2026 |
 KO | $368K | 0.32% | 0.00% | Not reported | Q1 2025 |
 PSX | $349K | 0.31% | 0.00% | New | Q1 2026 |
 AUB | $328K | 0.29% | 0.01% | New | Q1 2026 |
 TGT | $299K | 0.26% | 0.00% | New | Q1 2026 |
 CMCSA | $281K | 0.25% | 0.00% | New | Q1 2026 |
 ADP | $274K | 0.24% | 0.00% | New | Q1 2026 |
 MO | $251K | 0.22% | 0.00% | New | Q1 2026 |
 BDX | $233K | 0.20% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| DFAX | $26M | 24.00% | Not reported | +101.7% | Q4 2024 |
| SCHK | $1.58M | 1.45% | 0.10% | New | Q4 2025 |
| Q3 2025 | |||||
| DFAX | $12.4M | 25.26% | Not reported | Not reported | Q4 2024 |
| IBM | $1.81M | 3.69% | 0.00% | Not reported | Q4 2024 |