Van Strum & Towne Inc. Portfolio Stock Holdings

According to the SEC 13F filed on August 3, 2026, Van Strum & Towne Inc. disclosed 111 stock positions valued at approximately $366.79M as of quarter-end June 30, 2026. The largest holdings include VANGUARD MALVERN FDS, ALPHABET INC, and MICROSOFT CORP.

Report Period
June 30, 2026
No. of Stocks
111
Portfolio Value
$366.79M
Holdings by Sector
Van Strum & Towne Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
VANGUARD MALVERN FDSVTIPOther6.99%510,557+13,531+2.72%$25,645,278
ALPHABET INCGOOGLCommunication Services5.46%56,034-889-1.56%$20,024,871
MICROSOFT CORPMSFTTechnology5.21%51,209-297-0.58%$19,101,982
VANGUARD INDEX FDSVOOOther3.75%20,014-155-0.77%$13,746,130
VANGUARD SCOTTSDALE FDSVCSHOther3.73%172,894+245+0.14%$13,663,825
JPMORGAN CHASE & COJPMFinancial Services3.39%38,042+265+0.70%$12,452,375
SCHWAB STRATEGIC TRSCHIOther3.11%504,007-4,468-0.88%$11,410,719
JOHNSON & JOHNSONJNJHealthcare3.09%44,632-70-0.16%$11,335,190
AMGEN INCAMGNHealthcare3.09%31,250-47-0.15%$11,316,250
AUTOMATIC DATA PROCESSING INADPTechnology3.03%49,627+101+0.20%$11,113,968
ABBVIE INCABBVHealthcare2.59%37,773-850-2.20%$9,505,301
ECOLAB INCECLBasic Materials2.50%32,850+281+0.86%$9,152,337
INTERNATIONAL BUSINESS MACHSIBMTechnology2.35%30,587-219-0.71%$8,601,371
SCHWAB STRATEGIC TRSCHXOther2.32%289,441+28,612+10.97%$8,518,252
PALO ALTO NETWORKS INCPANWTechnology2.31%24,847+200+0.81%$8,473,324
VANGUARD INDEX FDSVTIOther2.20%21,828+63+0.29%$8,077,247
VANGUARD SCOTTSDALE FDSVCITOther2.08%92,496-4,250-4.39%$7,644,795
PROCTER & GAMBLE COPGConsumer Defensive2.05%51,173+643+1.27%$7,504,009
EMERSON ELEC COEMRIndustrials1.87%47,946+367+0.77%$6,863,470
ELI LILLY & COLLYHealthcare1.86%5,679-372-6.15%$6,811,563
SCHWAB STRATEGIC TRSCHPOther1.76%243,202+6,940+2.94%$6,444,853
VANGUARD STAR FDSVXUSOther1.67%71,482+5,333+8.06%$6,111,023
SELECT SECTOR SPDR TRXLEOther1.53%105,656+1,743+1.68%$5,611,391
CAPITAL ONE FINL CORPCOFFinancial Services1.52%27,830+43+0.15%$5,583,255
PEPSICO INCPEPConsumer Defensive1.50%40,752+697+1.74%$5,517,821
SCHWAB STRATEGIC TRSCHJOther1.47%218,661+6,111+2.88%$5,392,181
DISNEY WALT CODISCommunication Services1.31%50,019-38-0.08%$4,814,329
VANGUARD INTL EQUITY INDEX FVWOOther1.25%76,520-426-0.55%$4,567,479
QUALCOMM INCQCOMTechnology1.14%22,642-670-2.87%$4,184,016
CATERPILLAR INCCATIndustrials1.09%3,745-80-2.09%$3,988,051
Showing 30 of 111 holdings in the latest reporting period.