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 Trade History

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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