Searle & Co. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $342 Million distributed in 177 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.9M, Microsoft Corp with a value of $16.5M, American Express CO with a value of $12.5M, Palo Alto Networks Inc with a value of $9.67M, and Abb Vie Inc. with a value of $8.42M.

Examining the 13F form we can see an decrease of $53.5M in the current position value, from $396M to 342M.

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

Portfolio value $342 Million
Technology: $81 Million
Industrials: $47.7 Million
Healthcare: $47.1 Million
Financial Services: $45.2 Million
Consumer Defensive: $32.3 Million
Energy: $26.9 Million
Consumer Cyclical: $20.9 Million
ETFs: $16.3 Million
Other: $24.8 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 177
  • Current Value $342 Million
  • Prior Value $396 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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