Van Strum & Towne Inc. has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $288 Million distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $29.4M, Vanguard Sht Term Corp Bd ETF with a value of $15.2M, Automatic Data Processing Inc with a value of $15.1M, Vanguard Index Fds S&P 500 ETF with a value of $13.7M, and Vanguard Sht Trm Inflt Prot Fd with a value of $13.2M.

Examining the 13F form we can see an increase of $13M in the current position value, from $275M to 288M.

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 $288 Million
ETFs: $88.3 Million
Technology: $55.9 Million
Healthcare: $37.7 Million
Industrials: $26.4 Million
Financial Services: $21.9 Million
Consumer Defensive: $17.9 Million
Communication Services: $15.3 Million
Energy: $10.4 Million
Other: $14.1 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 105
  • Current Value $288 Million
  • Prior Value $275 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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