§ 13F · FUND PROFILE
SEARLE & CO..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $377M (13F)Positions · 185Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 91K | $23M | 5.8% | −1% |
| 2 | MSFT | MICROSOFT CORP | 40K | $15M | 3.7% | ±0% |
| 3 | CAT | CATERPILLAR INC | 20K | $14M | 3.5% | −3% |
| 4 | XOM | EXXON MOBIL CORP | 80K | $14M | 3.4% | −1% |
| 5 | AXP | AMERICAN EXPRESS CO | 42K | $13M | 3.2% | ±0% |
| 6 | ABBV | ABBVIE INC | 48K | $10M | 2.6% | +1% |
| 7 | JNJ | JOHNSON & JOHNSON | 39K | $10M | 2.4% | ±0% |
| 8 | PM | PHILIP MORRIS INTL INC | 56K | $9M | 2.3% | +1% |
| 9 | BAC | BANK AMERICA CORP | 188K | $9M | 2.3% | +2% |
| 10 | PANW | PALO ALTO NETWORKS INC | 57K | $9M | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEARLE SIGNAL
AC read
SEARLE & CO. is a Other fund managing $377 million in assets. The fund runs a portfolio of 185 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed