Searle & Co. as of Sept. 30, 2024
Portfolio Holdings for Searle & Co.
Searle & Co. holds 171 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 16.0 | $64M | 304k | 210.86 | |
| Apple (AAPL) | 8.1 | $33M | 140k | 233.00 | |
| Microsoft Corporation (MSFT) | 4.1 | $17M | 39k | 430.30 | |
| American Express Company (AXP) | 2.8 | $11M | 42k | 271.20 | |
| Abbvie (ABBV) | 2.3 | $9.2M | 46k | 197.48 | |
| Palo Alto Networks (PANW) | 2.3 | $9.1M | 27k | 341.80 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $8.8M | 75k | 117.22 | |
| Caterpillar (CAT) | 2.0 | $8.0M | 20k | 391.12 | |
| Bank of America Corporation (BAC) | 1.8 | $7.3M | 185k | 39.68 | |
| Pepsi (PEP) | 1.8 | $7.3M | 43k | 170.05 | |
| Nucor Corporation (NUE) | 1.7 | $7.0M | 46k | 150.34 | |
| Philip Morris International (PM) | 1.7 | $6.9M | 57k | 121.40 | |
| International Business Machines (IBM) | 1.7 | $6.8M | 31k | 221.08 | |
| Visa Com Cl A (V) | 1.7 | $6.6M | 24k | 274.95 | |
| Procter & Gamble Company (PG) | 1.6 | $6.5M | 38k | 173.20 | |
| McDonald's Corporation (MCD) | 1.6 | $6.4M | 21k | 304.51 | |
| Johnson & Johnson (JNJ) | 1.6 | $6.3M | 39k | 162.06 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $6.0M | 49k | 121.16 | |
| Merck & Co (MRK) | 1.2 | $4.7M | 41k | 113.56 | |
| Yum! Brands (YUM) | 1.2 | $4.6M | 33k | 139.71 | |
| Home Depot (HD) | 1.1 | $4.5M | 11k | 405.19 | |
| Honeywell International (HON) | 1.1 | $4.5M | 22k | 206.71 | |
| Bristol Myers Squibb (BMY) | 1.1 | $4.4M | 85k | 51.74 | |
| PerkinElmer (RVTY) | 1.1 | $4.3M | 34k | 127.75 | |
| Automatic Data Processing (ADP) | 1.0 | $4.1M | 15k | 276.73 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $4.0M | 8.3k | 488.07 | |
| Targa Res Corp (TRGP) | 1.0 | $3.8M | 26k | 148.01 | |
| Eaton Corp SHS (ETN) | 0.9 | $3.6M | 11k | 331.44 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $3.4M | 6.4k | 528.04 | |
| Hess (HES) | 0.8 | $3.4M | 25k | 135.80 | |
| Rockwell Automation (ROK) | 0.8 | $3.3M | 12k | 268.46 | |
| Eli Lilly & Co. (LLY) | 0.8 | $3.1M | 3.5k | 886.04 | |
| Cisco Systems (CSCO) | 0.8 | $3.1M | 57k | 53.22 | |
| Qualcomm (QCOM) | 0.7 | $3.0M | 18k | 170.05 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $2.8M | 4.8k | 573.71 | |
| Astrazeneca Sponsored Adr (AZN) | 0.7 | $2.8M | 35k | 77.91 | |
| Pfizer (PFE) | 0.7 | $2.7M | 93k | 28.94 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $2.5M | 12k | 206.57 | |
| Equitable Holdings (EQH) | 0.6 | $2.5M | 60k | 42.03 | |
| Danaher Corporation (DHR) | 0.6 | $2.5M | 8.9k | 278.02 | |
| Amazon (AMZN) | 0.6 | $2.3M | 13k | 186.33 | |
| Amgen (AMGN) | 0.6 | $2.2M | 6.9k | 322.22 | |
| Walt Disney Company (DIS) | 0.5 | $2.2M | 23k | 96.19 | |
| Api Group Corp Com Stk (APG) | 0.5 | $2.1M | 63k | 33.02 | |
| Diageo Spon Adr New (DEO) | 0.5 | $2.1M | 15k | 140.34 | |
| United Parcel Service CL B (UPS) | 0.5 | $2.0M | 15k | 136.34 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.0M | 2.3k | 886.52 | |
| Oneok (OKE) | 0.5 | $2.0M | 21k | 91.13 | |
| Boeing Company (BA) | 0.5 | $1.9M | 12k | 152.04 | |
| Select Sector Spdr Tr Technology (XLK) | 0.5 | $1.8M | 8.1k | 225.76 | |
| CVS Caremark Corporation (CVS) | 0.4 | $1.8M | 28k | 62.88 | |
| Colgate-Palmolive Company (CL) | 0.4 | $1.8M | 17k | 103.81 | |
| Abbott Laboratories (ABT) | 0.4 | $1.7M | 15k | 114.01 | |
| Bunge Global Sa Com Shs (BG) | 0.4 | $1.7M | 17k | 96.64 | |
| Bank of New York Mellon Corporation (BK) | 0.4 | $1.6M | 23k | 71.86 | |
| Royalty Pharma Shs Class A (RPRX) | 0.4 | $1.6M | 58k | 28.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.6M | 9.5k | 167.20 | |
| Union Pacific Corporation (UNP) | 0.4 | $1.6M | 6.3k | 246.48 | |
| Cintas Corporation (CTAS) | 0.4 | $1.5M | 7.2k | 205.88 | |
| Anthem (ELV) | 0.4 | $1.5M | 2.8k | 520.00 | |
| American Electric Power Company (AEP) | 0.4 | $1.5M | 14k | 102.60 | |
| Chevron Corporation (CVX) | 0.4 | $1.5M | 9.8k | 147.27 | |
| ConocoPhillips (COP) | 0.3 | $1.3M | 12k | 105.28 | |
| Nextera Energy (NEE) | 0.3 | $1.3M | 15k | 84.53 | |
| Casella Waste Sys Cl A (CWST) | 0.3 | $1.2M | 12k | 99.49 | |
| Nextera Energy Partners Com Unit Part In (XIFR) | 0.3 | $1.2M | 45k | 27.62 | |
| Applied Materials (AMAT) | 0.3 | $1.2M | 6.0k | 202.07 | |
| Church & Dwight (CHD) | 0.3 | $1.2M | 12k | 104.72 | |
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.3 | $1.2M | 23k | 53.16 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.2M | 2.1k | 576.82 | |
| Olin Corp Com Par $1 (OLN) | 0.3 | $1.2M | 24k | 47.98 | |
| Motorola Solutions Com New (MSI) | 0.3 | $1.1M | 2.5k | 449.63 | |
| Verizon Communications (VZ) | 0.3 | $1.1M | 25k | 44.91 | |
| Phillips 66 (PSX) | 0.3 | $1.1M | 8.3k | 131.45 | |
| Enterprise Products Partners (EPD) | 0.3 | $1.1M | 36k | 29.11 | |
| Nike CL B (NKE) | 0.3 | $1.0M | 12k | 88.40 | |
| Norfolk Southern (NSC) | 0.2 | $953k | 3.8k | 248.50 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $950k | 13k | 73.67 | |
| Tenet Healthcare Corp Com New (THC) | 0.2 | $914k | 5.5k | 166.20 | |
| Eastman Chemical Company (EMN) | 0.2 | $896k | 8.0k | 111.95 | |
| At&t (T) | 0.2 | $895k | 41k | 22.00 | |
| Altria (MO) | 0.2 | $863k | 17k | 51.04 | |
| Corteva (CTVA) | 0.2 | $852k | 15k | 58.79 | |
| Ameriprise Financial (AMP) | 0.2 | $804k | 1.7k | 469.88 | |
| Dow (DOW) | 0.2 | $793k | 15k | 54.63 | |
| Wec Energy Group (WEC) | 0.2 | $789k | 8.2k | 96.18 | |
| Travelers Companies (TRV) | 0.2 | $774k | 3.3k | 234.12 | |
| Ge Aerospace Com New (GE) | 0.2 | $743k | 3.9k | 188.57 | |
| Darden Restaurants (DRI) | 0.2 | $739k | 4.5k | 164.13 | |
| Corning Incorporated (GLW) | 0.2 | $709k | 16k | 45.15 | |
| Imperial Oil Com New (IMO) | 0.2 | $705k | 10k | 70.45 | |
| EOG Resources (EOG) | 0.2 | $688k | 5.6k | 122.93 | |
| Coca-Cola Company (KO) | 0.2 | $684k | 9.5k | 71.86 | |
| FedEx Corporation (FDX) | 0.2 | $652k | 2.4k | 273.68 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $651k | 4.6k | 142.28 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $630k | 3.8k | 165.85 | |
| Micron Technology (MU) | 0.2 | $627k | 6.0k | 103.71 | |
| Meta Platforms Cl A (META) | 0.2 | $611k | 1.1k | 572.44 | |
| Dupont De Nemours (DD) | 0.2 | $611k | 6.9k | 89.11 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $593k | 2.5k | 237.21 | |
| Phinia Common Stock (PHIN) | 0.1 | $575k | 13k | 46.03 | |
| Huntington Ingalls Inds (HII) | 0.1 | $562k | 2.1k | 264.38 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $530k | 8.9k | 59.74 | |
| Emerson Electric (EMR) | 0.1 | $528k | 4.8k | 109.37 | |
| Sempra Energy (SRE) | 0.1 | $502k | 6.0k | 83.63 | |
| Fresenius Medical Care Sponsored Adr (FMS) | 0.1 | $496k | 23k | 21.30 | |
| Unilever Spon Adr New (UL) | 0.1 | $487k | 7.5k | 64.96 | |
| Intel Corporation (INTC) | 0.1 | $479k | 20k | 23.46 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $463k | 10k | 45.86 | |
| Etf Ser Solutions Defiance Connect (SIXG) | 0.1 | $457k | 11k | 43.38 | |
| Goldman Sachs (GS) | 0.1 | $424k | 856.00 | 495.36 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $424k | 685.00 | 618.57 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $423k | 26k | 16.05 | |
| Ford Motor Company (F) | 0.1 | $422k | 40k | 10.56 | |
| Tesla Motors (TSLA) | 0.1 | $415k | 1.6k | 261.63 | |
| India Fund (IFN) | 0.1 | $411k | 22k | 19.02 | |
| Republic Services (RSG) | 0.1 | $402k | 2.0k | 200.84 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $388k | 2.5k | 155.25 | |
| MetLife (MET) | 0.1 | $376k | 4.6k | 82.48 | |
| Genuine Parts Company (GPC) | 0.1 | $374k | 2.7k | 139.68 | |
| Jefferies Finl Group (JEF) | 0.1 | $369k | 6.0k | 61.55 | |
| Clorox Company (CLX) | 0.1 | $366k | 2.2k | 162.91 | |
| Target Corporation (TGT) | 0.1 | $359k | 2.3k | 155.86 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $357k | 4.3k | 83.63 | |
| L3harris Technologies (LHX) | 0.1 | $357k | 1.5k | 237.87 | |
| Southern Company (SO) | 0.1 | $348k | 3.9k | 90.18 | |
| Newmont Mining Corporation (NEM) | 0.1 | $344k | 6.4k | 53.45 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $342k | 2.1k | 162.91 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $336k | 2.9k | 115.30 | |
| International Flavors & Fragrances (IFF) | 0.1 | $336k | 3.2k | 104.93 | |
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $335k | 3.8k | 87.80 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $334k | 3.5k | 96.57 | |
| Draftkings Note 3/1 | 0.1 | $333k | 8.5k | 39.20 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $322k | 550.00 | 584.56 | |
| Lowe's Companies (LOW) | 0.1 | $320k | 1.2k | 270.85 | |
| FirstEnergy (FE) | 0.1 | $316k | 7.1k | 44.35 | |
| Trane Technologies SHS (TT) | 0.1 | $311k | 800.00 | 388.73 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $306k | 2.0k | 153.13 | |
| CenterPoint Energy (CNP) | 0.1 | $304k | 10k | 29.42 | |
| Constellation Energy (CEG) | 0.1 | $300k | 1.2k | 260.02 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $298k | 7.1k | 41.77 | |
| Halliburton Company (HAL) | 0.1 | $298k | 10k | 29.05 | |
| General Mills (GIS) | 0.1 | $295k | 4.0k | 73.85 | |
| Paychex (PAYX) | 0.1 | $295k | 2.2k | 134.19 | |
| Sealed Air (SEE) | 0.1 | $293k | 8.1k | 36.30 | |
| Cheniere Energy Partners Com Unit (CQP) | 0.1 | $292k | 6.0k | 48.72 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $292k | 2.6k | 111.86 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $284k | 803.00 | 353.48 | |
| Constellation Brands Cl A (STZ) | 0.1 | $271k | 1.1k | 257.69 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $268k | 5.7k | 47.33 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $264k | 1.0k | 263.83 | |
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $248k | 3.0k | 82.53 | |
| Ge Vernova (GEV) | 0.1 | $244k | 958.00 | 254.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $243k | 1.0k | 243.06 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $240k | 5.4k | 44.46 | |
| Spdr Ser Tr S&p Metals Mng (XME) | 0.1 | $231k | 3.6k | 63.71 | |
| Netflix (NFLX) | 0.1 | $227k | 320.00 | 709.27 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $220k | 424.00 | 517.78 | |
| Hp (HPQ) | 0.1 | $218k | 6.1k | 35.87 | |
| 3M Company (MMM) | 0.1 | $217k | 1.6k | 136.70 | |
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $213k | 4.2k | 50.60 | |
| MercadoLibre (MELI) | 0.1 | $205k | 100.00 | 2051.96 | |
| American Wtr Cap Corp Note 3.625% 6/1 | 0.1 | $205k | 1.4k | 146.24 | |
| Petroleum & Res Corp Com cef (PEO) | 0.1 | $202k | 8.7k | 23.22 | |
| Seabridge Gold (SA) | 0.1 | $202k | 12k | 16.79 | |
| Heron Therapeutics (HRTX) | 0.0 | $172k | 86k | 1.99 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $123k | 28k | 4.37 | |
| Plby Group Ord (PLBY) | 0.0 | $55k | 72k | 0.76 | |
| Abcellera Biologics (ABCL) | 0.0 | $36k | 14k | 2.60 | |
| Vista Gold Corp Com New (VGZ) | 0.0 | $21k | 27k | 0.78 | |
| Tmc The Metals Company (TMC) | 0.0 | $11k | 10k | 1.06 |