Searle & Co. Portfolio Holdings

Searle & Co.

$349 Million
Q2 2025

Searle & Co. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $349 Million distributed in 183 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $19.7M, Apple Inc. with a value of $19.1M, American Express CO with a value of $13.5M, Palo Alto Networks Inc with a value of $10.9M, and Philip Morris International Inc. with a value of $10.2M.

Examining the 13F form we can see an increase of $2.68M in the current position value, from $346M to 349M.

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

Portfolio value $349 Million

Technology: $73.3 Million

Industrials: $55 Million

Financial Services: $49.8 Million

Healthcare: $48.3 Million

Consumer Defensive: $33 Million

Energy: $26.6 Million

Consumer Cyclical: $19.1 Million

ETFs: $17.8 Million

Other: $25.8 Million

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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NEP Nextera Energy Partners, LP Utilities	$759M	$353,000 0.1% of portfolio	39,075	Q1 2025 Reduced 6.01%
PEO Adams Natural Resources Fund, Inc. Financial Services	$510M	$203,000 0.06% of portfolio	9,531	Q2 2025 Added 2.46%
TMC Tmc The Metals CO Inc. Basic Materials	$1.41B	$66,000 0.02% of portfolio	10,000	Q1 2024 New

Summary

Portfolio
No. of Stocks 183
Current Value $349 Million
Prior Value $346 Million
Filing
Period Q2 2025
Filing Date August 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 10 stocks
Additional Purchases 15 stocks
Sold out of 0 stocks
Reduced holdings in 38 stocks

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