SEARLE & CO. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC SEARLE & CO. | Institutional Filer | ▲ 2.61% | $397.7M | 194 |
Current Portfolio Holdings
Showing all 194 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 91K | $23.2M | 5.84% |
| 2 | MSFT | Microsoft Corporation | Technology | 40K | $14.9M | 3.75% |
| 3 | CAT | Caterpillar Inc. | Industrials | 20K | $13.9M | 3.50% |
| 4 | XOM | Exxon Mobil Corporation | Energy | 80K | $13.5M | 3.41% |
| 5 | AXP | American Express Company | Financial Services | 42K | $12.6M | 3.17% |
| 6 | ABBV | AbbVie Inc. | Healthcare | 48K | $10.5M | 2.63% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 39K | $9.5M | 2.40% |
| 8 | PM | Philip Morris International Inc. | Consumer Defensive | 56K | $9.3M | 2.34% |
| 9 | BAC | Bank of America Corporation | Financial Services | 188K | $9.2M | 2.31% |
| 10 | PANW | Palo Alto Networks, Inc. | Technology | 57K | $9.2M | 2.30% |
| 11 | RTX | RTX Corporation | Industrials | 47K | $9.1M | 2.30% |
| 12 | NUE | Nucor Corporation | Basic Materials | 45K | $7.7M | 1.93% |
| 13 | CVX | Chevron Corporation | Energy | 37K | $7.6M | 1.90% |
| 14 | V | Visa Inc. | Financial Services | 25K | $7.4M | 1.86% |
| 15 | IBM | International Business Machines Corporation | Technology | 30K | $7.3M | 1.83% |
Showing 1 to 15 of 194 holdings