Mengis Capital Management, Inc.

CIK

1609674

City

PORTLAND

State / Country

Stock

ATI — Ati Inc

Top Portfolio Positions

150 positions · $468,881,483 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	141,764	$35,978,285	7.67%
MSFT	Microsoft Corp Technology	63,845	$23,633,503	5.04%
CVX	Chevron Corp Energy	97,984	$20,272,889	4.32%
JPM	Jpmorgan Chase & Co Financial Services	54,298	$15,972,299	3.41%
PWR	Quanta Services, Inc. Industrials	28,210	$15,487,854	3.30%
DE	Deere & Co Industrials	27,115	$15,273,879	3.26%
PCAR	Paccar Inc Industrials	111,314	$12,856,767	2.74%
NVS	Novartis AG Healthcare	70,648	$10,791,482	2.30%
XOM	Exxon Mobil Corp Energy	62,407	$10,587,971	2.26%
COST	Costco Wholesale Corp /New Consumer Defensive	10,576	$10,538,243	2.25%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$10,277,039	70,652	-3.6%	Shares	Sole	2026-05-12
2025-12-31	$8,408,120	73,267	-10.4%	Shares	Sole	2026-03-05
2025-09-30	$6,654,181	81,807	+1.3%	Shares	Sole	2025-11-12
2025-06-30	$6,969,969	80,727	-2.6%	Shares	Sole	2025-07-24
2025-03-31	$4,313,651	82,907	+3.2%	Shares	Sole	2025-05-08
2024-12-31	$4,421,473	80,332	+1.9%	Shares	Sole	2025-02-04
2024-09-30	$5,272,641	78,802	-1.4%	Shares	Sole	2024-11-05
2024-06-30	$4,433,338	79,952	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$4,114,170	80,402	+3.4%	Shares	Sole	2024-05-14
2023-12-31	$3,535,383	77,752	+8.6%	Shares	Sole	2024-02-01
2023-09-30	$2,946,422	71,602	+1.1%	Shares	Sole	2023-11-09
2023-06-30	$3,133,872	70,854	+1.3%	Shares	Sole	2023-08-08
2023-03-31	$2,760,384	69,954	+0.1%	Shares	Sole	2023-05-05
2022-12-31	$2,085,840	69,854	+0.7%	Shares	Sole	2023-02-01
2022-09-30	$1,845,509	69,354	0.0%	Shares	Sole	2022-11-04
2022-06-30	$1,575,029	69,354	-1.4%	Shares	Sole	2022-07-19
2022-03-31	$1,888,301	70,354	+0.5%	Shares	Sole	2022-05-02
2021-12-31	$1,115,163	70,004	-0.4%	Shares	Sole	2022-02-04
2021-09-30	$1,168,324	70,254	0.0%	Shares	Sole	2021-11-03
2021-06-30	$1,464,795	70,254	0.0%	Shares	Sole	2021-08-16
2021-03-31	$1,479,549	70,254	-6.6%	Shares	Sole	2021-05-07
2020-12-31	$1,262,009	75,254	+6.8%	Shares	Sole	2021-02-03
2020-09-30	$614,358	70,454	-2.5%	Shares	Sole	2020-10-29
2020-06-30	$736,268	72,254	-3.1%	Shares	Sole	2020-07-22
2020-03-31	$633,709	74,554	—	Shares	Sole	2020-05-06
No 13F history on record for this holder in this stock.