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Cobler Capital Management, LLC
Cobler Capital Management, LLC is an SEC-registered investment adviser headquartered in Silver Lake, Kansas. Founded in March 2001, the firm is owned by Robert W. Schwarz. It primarily serves individual investors, both high net worth and non-high net worth, along with a small number of charitable organizations and business clients. The firm has a small staff, reported as 2-3 employees, all of whom are investment professionals.
Investment Strategy
Cobler Capital Management, LLC provides discretionary investment advisory services, primarily managing individually tailored investment portfolios for clients. The firm focuses on portfolio management for individuals, with a client base largely composed of non-high net worth and high net worth individuals. Investment strategies are personalized based on the stated goals and risk tolerances of each client.
Latest 13F Filing Activity
Cobler Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 43 equity positions with a total 13F market value of $101M. The fund increased holdings in Apple Inc., Bristol-myers Squibb Co., Evergy Inc. among other positions. Cobler Capital Management, LLC reduced exposure to Broadcom Inc., Us Bancorp Del, Vanguard High Dividend Yield Etf among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 15.82% | $16.0M | 74,451 | $205.17 | $205.17 | +$16.0M |
B BMY | BRISTOL-MYERS SQUIBB CO | 10.36% | $10.4M | 34,880 | $46.29 | $46.29 | +$10.4M |
E EVRG | EVERGY INC | 7.02% | $7.1M | 96,258 | $68.93 | $68.93 | +$7.1M |
O OGS | ONE GAS INC | 6.35% | $6.4M | 91,813 | $71.86 | $71.86 | +$6.4M |
W WMT | WALMART INC | 5.27% | $5.3M | 54,540 | $97.78 | $97.78 | +$5.3M |
Industry Allocation
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