Searle & Co. Portfolio Stock Holdings

Searle & Co. disclosed 194 stock positions valued at approximately $397.7 million in its latest SEC 13F filing. The largest holdings include APPLE INC, MICROSOFT CORP, and CATERPILLAR INC. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
194
Portfolio Value
$397.7M
Holdings by Sector
Searle & Co. Portfolio Holdings in Q1 2026

187 holdings in the latest reporting period.

Page 1 of 2
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
APPLE INCAAPLTechnology5.84%91,466-1,010-1.09%$23,213,231
MICROSOFT CORPMSFTTechnology3.75%40,258--$14,902,304
CATERPILLAR INCCATIndustrials3.50%19,675-700-3.44%$13,938,951
EXXON MOBIL CORPXOMEnergy3.41%79,843-689-0.86%$13,546,163
AMERICAN EXPRESS COAXPFinancial Services3.17%41,714--$12,617,563
ABBVIE INCABBVHealthcare2.63%48,077+300+0.63%$10,456,177
JOHNSON & JOHNSONJNJHealthcare2.40%39,034-154-0.39%$9,541,470
PHILIP MORRIS INTL INCPMConsumer Defensive2.34%56,301+300+0.54%$9,308,807
BANK AMERICA CORPBACFinancial Services2.31%188,398+4,095+2.22%$9,184,403
PALO ALTO NETWORKS INCPANWTechnology2.30%57,114--$9,156,516
RTX CORPORATIONRTXIndustrials2.30%47,379--$9,139,426
NUCOR CORPNUEBasic Materials1.93%45,383--$7,674,265
CHEVRON CORPORATIONCVXEnergy1.90%36,582-1,456-3.83%$7,568,816
VISA INCVFinancial Services1.86%24,535--$7,415,458
INTERNATIONAL BUSINESS MACHSIBMTechnology1.83%29,948+100+0.34%$7,259,195
PEPSICO INCPEPConsumer Defensive1.78%45,634-500-1.08%$7,086,504
MCDONALDS CORPMCDConsumer Cyclical1.71%21,925--$6,814,071
TARGA RES CORPTRGPEnergy1.64%26,000--$6,518,980
MERCK & CO INCMRKHealthcare1.61%53,163--$6,394,982
HONEYWELL INTL INCHONIndustrials1.56%27,460+78+0.28%$6,206,784
INVESCO QQQ TRQQQOther1.36%9,364--$5,404,714
CISCO SYS INCCSCOTechnology1.24%63,423-2,000-3.06%$4,920,982
JPMORGAN CHASE & COJPMFinancial Services1.23%16,692--$4,910,091
BRISTOL-MYERS SQUIBB COBMYHealthcare1.22%79,811--$4,840,532
NORTHROP GRUMMAN CORPNOCIndustrials1.16%6,738--$4,596,933
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.12%9,267+9,267+100.00%$4,440,746
PROCTER & GAMBLE COPGConsumer Defensive1.12%30,708-2,646-7.93%$4,435,464
ROCKWELL AUTOMATION INCROKIndustrials1.11%12,293--$4,411,712
YUM BRANDS INCYUMConsumer Cyclical1.05%26,940--$4,188,631
EATON CORP PLCETNOther1.05%11,675--$4,175,797
HOME DEPOT INCHDConsumer Cyclical0.88%10,592-750-6.61%$3,483,477
API GROUP CORPAPGIndustrials0.85%83,499-3,750-4.30%$3,383,379
NEXTERA ENERGY INCNEEUtilities0.75%32,304+700+2.21%$3,000,396
REVVITY INCRVTYHealthcare0.74%33,800--$2,961,218
BANK AMERICA CORPBAC.PRNOther0.73%2,441+2,441+100.00%$2,908,598
STATE STR SPDR S&P 500 ETF TSPYOther0.73%4,450-500-10.10%$2,894,013
AUTOMATIC DATA PROCESSING INADPTechnology0.72%14,152-750-5.03%$2,875,403
ELI LILLY & COLLYHealthcare0.69%3,000-500-14.29%$2,759,665
ROYALTY PHARMA PLCRPRXOther0.68%56,500-1,000-1.74%$2,710,305
BANK NEW YORK MELLON CORPBKFinancial Services0.68%22,837--$2,709,153
BOEING COBAIndustrials0.63%12,585--$2,504,743
SELECT SECTOR SPDR TRXLKOther0.62%18,680+150+0.81%$2,482,572
PFIZER INCPFEHealthcare0.62%87,762-2,657-2.94%$2,464,355
AMGEN INCAMGNHealthcare0.60%6,771--$2,382,486
QUALCOMM INCQCOMTechnology0.57%17,600--$2,266,528
CORNING INCGLWTechnology0.55%15,966--$2,170,897
TEXAS INSTRS INCTXNTechnology0.54%11,123--$2,159,387
ISHARES TRIVVOther0.54%3,274--$2,138,610
CVS HEALTH CORPCVSHealthcare0.53%29,426--$2,113,375
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.52%2,092--$2,084,532
EQUITABLE HLDGS INCEQHFinancial Services0.52%55,967-1,500-2.61%$2,076,935
AMAZON COM INCAMZNConsumer Cyclical0.50%9,565+2,365+32.85%$1,992,103
AMERICAN ELEC PWR CO INCAEPUtilities0.49%14,910-500-3.24%$1,954,403
DISNEY WALT CODISCommunication Services0.49%20,185--$1,945,430
FRESENIUS MEDICAL CARE AGFMSHealthcare0.46%80,725--$1,821,156
ABBOTT LABORATORIESABTHealthcare0.44%17,068-200-1.16%$1,752,372
ALPHABET INCGOOGLCommunication Services0.43%5,944+301+5.33%$1,709,250
MICRON TECHNOLOGY INCMUTechnology0.42%5,000-1,000-16.67%$1,689,200
SEALED AIR CORP NEWSEEConsumer Cyclical0.42%39,418--$1,657,527
UNITED PARCEL SVCS INCUPSIndustrials0.42%16,795-300-1.75%$1,652,292
DANAHER CORP DELDHRHealthcare0.41%8,702--$1,649,899
ALPHABET INCGOOGCommunication Services0.41%5,703+300+5.55%$1,636,049
AT&T INCTCommunication Services0.40%55,401+11,442+26.03%$1,606,065
ALTRIA GROUP INCMOConsumer Defensive0.39%23,470+5,892+33.52%$1,548,797
CSX CORPCSXIndustrials0.39%37,692--$1,547,257
ADOBE INCADBETechnology0.37%6,024--$1,464,314
PHILLIPS 66PSXEnergy0.37%8,017--$1,460,537
APPLIED MATLS INCAMATTechnology0.37%4,254--$1,454,137
COLGATE PALMOLIVE COCLConsumer Defensive0.35%16,512--$1,407,318
UNITED RENTALS INCURIIndustrials0.33%1,825-50-2.67%$1,329,622
IMPERIAL OIL LTDIMOEnergy0.33%10,000--$1,308,200
ONEOK INC NEWOKEEnergy0.33%14,366--$1,298,543
VERIZON COMMUNICATIONS INCVZCommunication Services0.32%25,308-1,500-5.60%$1,270,481
CORTEVA INCCTVABasic Materials0.28%13,495--$1,129,666
MOTOROLA SOLUTIONS INCMSITechnology0.28%2,582--$1,120,511
UNION PAC CORPUNPIndustrials0.27%4,507--$1,093,488
ENTERPRISE PRODS PARTNERS LEPDEnergy0.27%27,903--$1,055,850
TENET HEALTHCARE CORPTHCHealthcare0.26%5,500--$1,037,905
GE AEROSPACEGEIndustrials0.25%3,495--$991,899
NORFOLK SOUTHN CORPNSCIndustrials0.25%3,422--$982,114
CONOCOPHILLIPSCOPEnergy0.24%7,346--$969,672
TRAVELERS COMPANIES INCTRVFinancial Services0.24%3,304--$963,711
MPLX LPMPLXEnergy0.24%16,400-1,000-5.75%$935,948
SPDR GOLD TRGLDOther0.23%2,100+700+50.00%$903,609
CASELLA WASTE SYS INCCWSTIndustrials0.23%11,300--$896,542
DARDEN RESTAURANTS INCDRIConsumer Cyclical0.22%4,500--$882,180
WEC ENERGY GROUP INCWECUtilities0.21%7,200-1,000-12.20%$833,544
PHINIA INCPHINConsumer Cyclical0.21%12,000-500-4.00%$821,280
DIAGEO PLCDEOConsumer Defensive0.20%10,950--$815,228
EOG RES INCEOGEnergy0.20%5,600--$809,592
HUNTINGTON INGALLS INDS INCHIIIndustrials0.20%2,126--$807,667
INTEL CORPINTCTechnology0.20%17,807--$785,829
GE VERNOVA INCGEVUtilities0.20%896--$782,118
FEDEX CORPFDXIndustrials0.19%2,133--$759,732
EMERSON ELEC COEMRIndustrials0.19%5,725-500-8.03%$750,090
VANGUARD INDEX FDSVBOther0.19%2,823+323+12.92%$739,400
ETF SER SOLUTIONSSIXGOther0.18%10,534--$718,159
AMERIPRISE FINL INCAMPFinancial Services0.18%1,615--$717,814
WHIRLPOOL CORPWHRConsumer Cyclical0.18%13,250-200-1.49%$714,440
NVENT ELEC PLCNVTOther0.18%5,970+5,970+100.00%$706,132