Searle & Co. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $396 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $64.1M, Apple Inc. with a value of $32.5M, Microsoft Corp with a value of $16.6M, American Express CO with a value of $11.3M, and Abb Vie Inc. with a value of $9.16M.

Examining the 13F form we can see an decrease of $28.5M in the current position value, from $424M to 396M.

Below you can find more details about Searle & Co. portfolio as well as his latest detailed transactions.

Portfolio value $396 Million
Financial Services: $97.2 Million
Technology: $78.8 Million
Healthcare: $50.8 Million
Industrials: $48.4 Million
Consumer Defensive: $33.3 Million
Energy: $25.8 Million
Consumer Cyclical: $21.7 Million
ETFs: $13.2 Million
Other: $26.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $396 Million
  • Prior Value $424 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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