Van Strum & Towne Inc. Portfolio Holdings

Van Strum & Towne Inc.

  • $317 Billion
  • Q2 2025

Van Strum & Towne Inc. has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $317 Billion distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $28.1B, Vanguard Sht Trm Inflt Prot Fd with a value of $21.2B, Automatic Data Processing Inc with a value of $15.3B, Vanguard Sht Term Corp Bd ETF with a value of $14B, and Vanguard Index Fds S&P 500 ETF with a value of $12.5B.

Examining the 13F form we can see an increase of $19.3B in the current position value, from $298B to 317B.

Van Strum & Towne Inc. is based out at San Francisco, CA

Below you can find more details about Van Strum & Towne Inc. portfolio as well as his latest detailed transactions.

Portfolio value $317 Billion
ETFs: $96.1 Billion
Technology: $60.4 Billion
Healthcare: $35.8 Billion
Financial Services: $34.8 Billion
Industrials: $29.6 Billion
Communication Services: $17.9 Billion
Consumer Defensive: $15.9 Billion
Energy: $9.87 Billion
Other: $15.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$28.1 Billion 8.88% of portfolio
56,567
Q2 2025 Reduced 1.15%
$0
$21.2 Billion 6.69% of portfolio
421,711
Q2 2025 Added 34.67%
$124B
$15.3 Billion 4.83% of portfolio
49,596
Q2 2025 Reduced 1.16%
$0
$14 Billion 4.4% of portfolio
175,549
Q2 2025 Added 0.17%
$0
$12.5 Billion 3.93% of portfolio
21,921
Q2 2025 Reduced 1.62%
$859B
$11.5 Billion 3.62% of portfolio
39,531
Q2 2025 Reduced 0.61%
$1.21T
$10.4 Billion 3.27% of portfolio
58,850
Q2 2025 Reduced 0.57%
$210B
$9.21 Billion 2.91% of portfolio
31,235
Q2 2025 Reduced 3.29%
$152B
$9.11 Billion 2.88% of portfolio
32,644
Q2 2025 Reduced 0.65%
$78.8B
$9.11 Billion 2.87% of portfolio
33,793
Q2 2025 Reduced 0.82%
$368B
$8.31 Billion 2.62% of portfolio
52,171
Q2 2025 Reduced 0.65%
$351B
$7.58 Billion 2.39% of portfolio
40,834
Q2 2025 Reduced 2.55%
$0
$7.08 Billion 2.23% of portfolio
23,280
Q2 2025 Added 0.8%
$452B
$6.98 Billion 2.2% of portfolio
45,707
Q2 2025 Reduced 3.77%
$207B
$6.46 Billion 2.04% of portfolio
52,060
Q2 2025 Reduced 1.06%
$78.6B
$6.44 Billion 2.03% of portfolio
48,319
Q2 2025 Added 4.78%
$83.2B
$5.97 Billion 1.88% of portfolio
28,048
Q2 2025 Added 10.77%
$0
$5.86 Billion 1.85% of portfolio
239,710
Q2 2025 Reduced 0.57%
$608B
$5.48 Billion 1.73% of portfolio
7,029
Q2 2025 Reduced 2.09%
$202B
$5.38 Billion 1.7% of portfolio
40,781
Q2 2025 Reduced 0.49%
$0
$4.95 Billion 1.56% of portfolio
59,751
Q2 2025 Reduced 3.78%
$442B
$4.93 Billion 1.55% of portfolio
45,706
Q2 2025 Reduced 5.94%
$0
$4.46 Billion 1.41% of portfolio
52,570
Q2 2025 Reduced 0.61%
$0
$4.05 Billion 1.28% of portfolio
163,092
Q2 2025 Added 28.37%
$0
$3.82 Billion 1.21% of portfolio
169,403
Q2 2025 Reduced 11.07%
$173B
$3.79 Billion 1.19% of portfolio
23,767
Q2 2025 Added 1.46%
$0
$3.61 Billion 1.14% of portfolio
73,034
Q2 2025 Reduced 0.48%
$94.5B
$3.45 Billion 1.09% of portfolio
6,883
Q1 2025 Added 44.91%
$27.5B
$3.36 Billion 1.06% of portfolio
137,370
Q2 2025 Reduced 0.58%
$0
$3.33 Billion 1.05% of portfolio
146,398
Q2 2025 Added 2.29%
$227B
$3.19 Billion 1.01% of portfolio
9,990
Q1 2025 Added 21.24%
$302B
$2.68 Billion 0.85% of portfolio
18,728
Q2 2025 Reduced 9.29%
$0
$2.6 Billion 0.82% of portfolio
4,196
Q2 2025 Reduced 0.62%
$177B
$2.41 Billion 0.76% of portfolio
11,620
Q2 2025 Reduced 2.19%
$306B
$2.29 Billion 0.72% of portfolio
8,905
Q2 2025 Added 0.62%
$229B
$2.19 Billion 0.69% of portfolio
15,009
Q2 2025 Reduced 2.15%
$127B
$2.09 Billion 0.66% of portfolio
7,597
Q2 2025 Added 6.03%
$138B
$2.07 Billion 0.65% of portfolio
85,534
Q2 2025 Reduced 0.06%
$548B
$1.9 Billion 0.6% of portfolio
3,375
Q1 2025 Added 68.75%
$2.26T
$1.86 Billion 0.59% of portfolio
8,479
Q2 2025 Added 2.28%
$621B
$1.79 Billion 0.57% of portfolio
3,691
Q1 2025 Added 0.27%
$0
$1.67 Billion 0.53% of portfolio
24,137
Q2 2025 Added 320.14%
$0
$1.62 Billion 0.51% of portfolio
60,818
Q2 2025 Reduced 1.27%
$46.7B
$1.55 Billion 0.49% of portfolio
45,987
Q2 2025 Reduced 1.5%
$218B
$1.54 Billion 0.49% of portfolio
3,965
Q1 2025 Added 32.39%
$0
$1.2 Billion 0.38% of portfolio
10,972
Q2 2025 Reduced 3.98%
$201B
$1.17 Billion 0.37% of portfolio
1,486
Q4 2022 Reduced 6.31%
Ge Vernova Inc
-
$1.18 Billion 0.37% of portfolio
-
Q2 2025 Reduced 0.45%
$0
$1.12 Billion 0.35% of portfolio
35,006
Q2 2025 Reduced 13.68%

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $317 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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