Institutional Fund
Searle & Co.
Greenwich, CTCIK 7101275 filings on record
Portfolio Value
$397.69M
Q1 2026
Holdings
194
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+2.6%
from $387.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.8%
- Microsoft Corp3.7%
- Caterpillar Inc3.5%
- Exxon Mobil Corp3.4%
- American Express Co3.2%
- Abbvie Inc2.6%
- Other77.7%
Portfolio Holdings
194 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 91.5K | $23.21M | 5.8% | −1.0K | Reduced |
| 2 | Microsoft Corp | 40.3K | $14.90M | 3.7% | 0 | Held |
| 3 | Caterpillar Inc | 19.7K | $13.94M | 3.5% | −700 | Reduced |
| 4 | Exxon Mobil Corp | 79.8K | $13.55M | 3.4% | −689 | Reduced |
| 5 | American Express Co | 41.7K | $12.62M | 3.2% | 0 | Held |
| 6 | Abbvie Inc | 48.1K | $10.46M | 2.6% | +300 | Added |
| 7 | Johnson & Johnson | 39.0K | $9.54M | 2.4% | −154 | Reduced |
| 8 | Philip Morris Intl Inc | 56.3K | $9.31M | 2.3% | +300 | Added |
| 9 | Bank America Corp | 188.4K | $9.18M | 2.3% | +4.1K | Added |
| 10 | Palo Alto Networks Inc | 57.1K | $9.16M | 2.3% | 0 | Held |
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