Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEARLE & CO. (CIK 710127) reported $397.7M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($23.2M, 5.84%), MSFT ($14.9M, 3.75%), CAT ($13.9M, 3.50%), XOM ($13.5M, 3.41%), AXP ($12.6M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.2M | 5.84% | 91,466 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $14.9M | 3.75% | 40,258 | Hold |
| 3 | CAT | CATERPILLAR INC | $13.9M | 3.50% | 19,675 | Trimmed |
| 4 | XOM | EXXON MOBIL CORP | $13.5M | 3.41% | 79,843 | Trimmed |
| 5 | AXP | AMERICAN EXPRESS CO | $12.6M | 3.17% | 41,714 | Hold |
| 6 | ABBV | ABBVIE INC | $10.5M | 2.63% | 48,077 | Added |
| 7 | JNJ | JOHNSON & JOHNSON | $9.5M | 2.40% | 39,034 | Trimmed |
| 8 | PM | PHILIP MORRIS INTL INC | $9.3M | 2.34% | 56,301 | Added |
| 9 | BAC | BANK AMERICA CORP | $9.2M | 2.31% | 188,398 | Added |
| 10 | RTX | RTX CORPORATION | $9.1M | 2.30% | 47,379 | Hold |
| 11 | PANW | PALO ALTO NETWORKS INC | $9.2M | 2.30% | 57,114 | Hold |
| 12 | NUE | NUCOR CORP | $7.7M | 1.93% | 45,383 | Hold |
| 13 | CVX | CHEVRON CORPORATION | $7.6M | 1.90% | 36,582 | Trimmed |
| 14 | V | VISA INC | $7.4M | 1.86% | 24,535 | Hold |
| 15 | IBM | INTERNATIONAL BUSINESS MACHS | $7.3M | 1.83% | 29,948 | Added |
| 16 | PEP | PEPSICO INC | $7.1M | 1.78% | 45,634 | Trimmed |
| 17 | MCD | MCDONALDS CORP | $6.8M | 1.71% | 21,925 | Hold |
| 18 | TRGP | TARGA RES CORP | $6.5M | 1.64% | 26,000 | Hold |
| 19 | MRK | MERCK & CO INC | $6.4M | 1.61% | 53,163 | Hold |
| 20 | HON | HONEYWELL INTL INC | $6.2M | 1.56% | 27,460 | Added |
| 21 | QQQ | INVESCO QQQ TR | $5.4M | 1.36% | 9,364 | Hold |
| 22 | CSCO | CISCO SYS INC | $4.9M | 1.24% | 63,423 | Trimmed |
| 23 | JPM | JPMORGAN CHASE & CO | $4.9M | 1.23% | 16,692 | Hold |
| 24 | BMY | BRISTOL-MYERS SQUIBB CO | $4.8M | 1.22% | 79,811 | Hold |
| 25 | NOC | NORTHROP GRUMMAN CORP | $4.6M | 1.16% | 6,738 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31