§ 13F · FUND PROFILE
VAN STRUM & TOWNE INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $340M (13F)Positions · 110Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$949K 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTIP | VANGUARD MALVERN FDS | 497K | $25M | 7.2% | +21% |
| 2 | MSFT | MICROSOFT CORP | 52K | $19M | 5.6% | −2% |
| 3 | GOOGL | ALPHABET INC | 57K | $16M | 4.8% | −2% |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | 173K | $14M | 4.0% | +19% |
| 5 | VOO | VANGUARD INDEX FDS | 20K | $12M | 3.5% | −1% |
| 6 | SCHI | SCHWAB STRATEGIC TR | 508K | $12M | 3.4% | +3% |
| 7 | JPM | JPMORGAN CHASE & CO | 38K | $11M | 3.2% | −1% |
| 8 | AMGN | AMGEN INC | 31K | $11M | 3.2% | −2% |
| 9 | JNJ | JOHNSON & JOHNSON | 45K | $11M | 3.2% | −1% |
| 10 | ADP | AUTOMATIC DATA PROCESSING IN | 50K | $10M | 2.9% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VAN SIGNAL
AC read
VAN STRUM & TOWNE INC. is a Other fund managing $340 million in assets. The fund runs a portfolio of 110 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