SEARLE & CO.

SEC CIK
0000710127

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 27, 2026.SEC

Positions
194
0 vs. Q1 2026
Total value
$445.13M
+$47.44M (+11.9%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SEARLE & CO. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
AAPLAPPLE INC COMStock91,948$26.61M5.98%+482+0.5%AddedView
CATCATERPILLAR INC COMStock20,375$21.7M4.87%+700+3.6%AddedView
PANWPALO ALTO NETWORKS INC COMStock57,114$19.48M4.38%00.0%UnchangedView
MSFTMICROSOFT CORP COMStock40,426$15.08M3.39%+168+0.4%AddedView
AXPAMERICAN EXPRESS CO COMStock41,714$14.11M3.17%00.0%UnchangedView
ABBVABBVIE INC COMStock49,202$12.38M2.78%+1,125+2.3%AddedView
XOMEXXON MOBIL CORPCOM80,745$11.04M2.48%+902+1.1%AddedView
BACBANK OF AMER CORP COMStock189,073$10.77M2.42%+675+0.4%AddedView
PMPHILIP MORRIS INTL INC COMStock56,401$10.2M2.29%+100+0.2%AddedView
NUENUCOR CORPCOM45,383$10.11M2.27%00.0%UnchangedView
JNJJOHNSON & JOHNSON COMStock39,252$9.97M2.24%+218+0.6%AddedView
RTXRTX CORPORATION COMStock48,079$9.12M2.05%+700+1.5%AddedView
IBMINTERNATIONAL BUSINESS MACHS COMStock30,648$8.62M1.94%+700+2.3%AddedView
VVISA INC COM CL AStock23,535$8.07M1.81%−1,000−4.1%ReducedView
CSCOCISCO SYS INC COMStock65,423$7.68M1.73%+2,000+3.2%AddedView
TRGPTARGA RES CORPCOM26,500$7.11M1.60%+500+1.9%AddedView
MRKMERCK & CO INC COMStock54,913$7.06M1.59%+1,750+3.3%AddedView
INVESCO QQQ TRUST SERIES I46090E103ETF9,466$6.97M1.57%+102+1.1%Added–
MUMICRON TECHNOLOGY INC COMStock6,000$6.93M1.56%+1,000+20.0%AddedView
CVXCHEVRON CORPORATION COMStock41,415$6.86M1.54%+4,833+13.2%AddedView
PEPPEPSICO INC COMStock46,505$6.3M1.41%+871+1.9%AddedView
ROKROCKWELL AUTOMATION INC COMStock12,293$6.09M1.37%00.0%UnchangedView
MCDMCDONALDS CORP COMStock21,925$5.93M1.33%00.0%UnchangedView
JPMJPMORGAN CHASE & CO COMStock16,692$5.46M1.23%00.0%UnchangedView
ETNEATON CORP PLC SHSStock11,675$4.97M1.12%00.0%UnchangedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock9,237$4.62M1.04%−30−0.3%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock79,700$4.59M1.03%−111−0.1%ReducedView
PGPROCTER & GAMBLE CO COMStock31,175$4.57M1.03%+467+1.5%AddedView
YUMYUM BRANDS INC COMStock26,940$4.31M0.97%00.0%UnchangedView
LLYELI LILLY & CO COMStock3,530$4.23M0.95%+530+17.7%AddedView
GLWCORNING INCCOM15,966$4.08M0.92%00.0%UnchangedView
RVTYREVVITY INCCOM34,300$3.82M0.86%+500+1.5%AddedView
APGAPI GROUP CORPCOM STK89,349$3.78M0.85%+5,850+7.0%AddedView
HDHOME DEPOT INC COMStock10,592$3.74M0.84%00.0%UnchangedView
SPYSTATE STREET SPDR S&P 500 ETFETF4,976$3.72M0.83%+526+11.8%AddedView
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803ETF19,330$3.68M0.83%+650+3.5%Added–
NOCNORTHROP GRUMMAN CORP COMStock6,738$3.43M0.77%00.0%UnchangedView
TXNTEXAS INSTRS INC COMStock11,123$3.32M0.74%00.0%UnchangedView
QCOMQUALCOMM INC COMStock17,600$3.25M0.73%00.0%UnchangedView
RPRXROYALTY PHARMA PLCSHS CLASS A57,500$3.22M0.72%+1,000+1.8%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock14,152$3.17M0.71%00.0%UnchangedView
AMATAPPLIED MATLS INC COMStock4,254$3.08M0.69%00.0%UnchangedView
CVSCVS HEALTH CORP COMStock29,560$3.06M0.69%+134+0.5%AddedView
NEENEXTERA ENERGY INC COMStock32,904$2.89M0.65%+600+1.9%AddedView
BABOEING CO COMStock12,585$2.72M0.61%00.0%UnchangedView
AMZNAMAZON COM INC COMStock10,805$2.58M0.58%+1,240+13.0%AddedView
MPLXMPLX LPCOM UNIT REP LTD45,400$2.56M0.57%+29,000+176.8%AddedView
EQHEQUITABLE HLDGS INCCOM57,467$2.52M0.57%+1,500+2.7%AddedView
INTCINTEL CORP COMStock17,907$2.5M0.56%+100+0.6%AddedView
AMGNAMGEN INC COMStock6,771$2.45M0.55%00.0%UnchangedView
ISHARES CORE S&P 500 ETF464287200ETF3,274$2.45M0.55%00.0%Unchanged–
UPSUNITED PARCEL SVCS INC CL BStock20,395$2.19M0.49%+3,600+21.4%AddedView
PFEPFIZER INC COMStock88,705$2.14M0.48%+943+1.1%AddedView
URIUNITED RENTALS INCCOM1,875$2.12M0.48%+50+2.7%AddedView
AEPAMERICAN ELEC PWR CO INC COMStock15,410$2.11M0.47%+500+3.4%AddedView
GOOGLALPHABET INC CAP STK CL AStock5,899$2.11M0.47%−45−0.8%ReducedView
GOOGALPHABET INC CAP STK CL CStock5,703$2.02M0.45%00.0%UnchangedView
DISDISNEY WALT CO COMStock20,185$1.94M0.44%00.0%UnchangedView
COSTCOSTCO WHOLESALE CORPORATION COMStock2,044$1.91M0.43%−48−2.3%ReducedView
FMSFRESENIUS MEDICAL CARE AGSPONSORED ADR80,725$1.83M0.41%00.0%UnchangedView
CSXCSX CORP COMStock37,692$1.79M0.40%00.0%UnchangedView
MOALTRIA GROUP INC COMStock23,760$1.71M0.38%+290+1.2%AddedView
DHRDANAHER CORP DEL COMStock8,677$1.65M0.37%−25−0.3%ReducedView
ABTABBOTT LABORATORIES COMStock17,368$1.58M0.35%+300+1.8%AddedView
CLCOLGATE PALMOLIVE CO COMStock16,012$1.47M0.33%−500−3.0%ReducedView
BNTBROOKFIELD WEALTH SOL LTDCL A EXCHANGEAB33,980$1.45M0.33%00.0%UnchangedView
PSXPHILLIPS 66 COMStock8,017$1.36M0.30%00.0%UnchangedView
OKEONEOK INC NEWCOM15,033$1.31M0.29%+667+4.6%AddedView
GEGE AEROSPACE COM NEWStock3,495$1.31M0.29%00.0%UnchangedView
ADBEADOBE INC COMStock6,224$1.28M0.29%+200+3.3%AddedView
NSCNORFOLK SOUTHN CORP COMStock3,922$1.23M0.28%+500+14.6%AddedView
VNOMVIPER ENERGY INCCL A29,000$1.23M0.28%00.0%UnchangedView
UNPUNION PAC CORP COMStock4,507$1.23M0.28%00.0%UnchangedView
TAT&T INC COMStock55,973$1.16M0.26%+572+1.0%AddedView
CWSTCASELLA WASTE SYS INCCL A11,900$1.15M0.26%+600+5.3%AddedView
NVTNVENT ELEC PLCSHS6,800$1.15M0.26%+830+13.9%AddedView
CTVACORTEVA INC COMStock13,495$1.14M0.26%00.0%UnchangedView
IMOIMPERIAL OIL LTDCOM NEW10,000$1.12M0.25%00.0%UnchangedView
MSIMOTOROLA SOLUTIONS INC COM NEWStock2,640$1.1M0.25%+58+2.2%AddedView
TRVTRAVELERS COMPANIES INC COMStock3,304$1.09M0.25%00.0%UnchangedView
EPDENTERPRISE PRODS PARTNERS L P COMStock28,903$1.06M0.24%+1,000+3.6%AddedView
VZVERIZON COMMUNICATIONS INC COMStock25,008$1.06M0.24%−300−1.2%ReducedView
GEVGE VERNOVA INC COMStock896$1.05M0.24%00.0%UnchangedView
THCTENET HEALTHCARE CORPCOM NEW5,600$1.05M0.24%+100+1.8%AddedView
PHINPHINIA INCCOMMON STOCK12,500$1.03M0.23%+500+4.2%AddedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock2,506$969.15K0.22%+150+6.4%AddedView
WECWEC ENERGY GROUP INC COMStock8,200$957.51K0.22%+1,000+13.9%AddedView
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF3,146$953.62K0.21%+323+11.4%Added–
DRIDARDEN RESTAURANTS INCCOM4,500$927.05K0.21%00.0%UnchangedView
EMREMERSON ELEC CO COMStock6,375$912.58K0.21%+650+11.4%AddedView
RDDTREDDIT INC CL AStock5,145$893.07K0.20%00.0%UnchangedView
DEODIAGEO PLCSPON ADR NEW10,950$880.16K0.20%00.0%UnchangedView
GSGOLDMAN SACHS GROUP INC COMStock831$840.89K0.19%00.0%UnchangedView
GLDSPDR GOLD SHARESETF2,150$792.02K0.18%+50+2.4%AddedView
COPCONOCOPHILLIPS COMStock7,196$748.1K0.17%−150−2.0%ReducedView
AMPAMERIPRISE FINL INCCOM1,615$741.01K0.17%00.0%UnchangedView
KOCOCA COLA CO COMStock8,952$727.49K0.16%+183+2.1%AddedView
EOGEOG RES INC COMStock5,600$726.49K0.16%00.0%UnchangedView
METAMETA PLATFORMS INC CL AStock1,216$684.96K0.15%00.0%UnchangedView
CHDCHURCH & DWIGHT CO INCCOM7,000$678.16K0.15%00.0%UnchangedView

Sold out since Q1 2026 (15)

Positions held at the end of Q1 2026 that are no longer in this filing.

SEARLE & CO. positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM27,460$6.21M1.56%
AZNASTRAZENECA PLC ORDADR17,675$3.42M0.86%
BANK OF AMER CORP0605056827.25%CNV PFD L2,441$2.91M0.73%
BNYBANK OF NY MELLON CORP COMStock22,837$2.71M0.68%
SEALED AIR CORP NEW81211K100COM39,418$1.66M0.42%
ETF SER SOLUTIONS26922A289DEFIANCE CONNECT10,534$718.16K0.18%
WELLS FARGO & CO949746804PERP PFD CNV A469$541.7K0.14%
DDDUPONT DE NEMOURS INCCOM6,006$275.08K0.07%
NKENIKE INC CL BStock4,835$255.37K0.06%
BPBP PLC SPONSORED ADRADR5,181$243.51K0.06%
ACNACCENTURE PLC IRELAND SHS CLASS AStock1,203$238.54K0.06%
CMCSACOMCAST CORP NEW CL AStock7,760$222.79K0.06%
OXYOCCIDENTAL PETE CORP COMStock3,383$219.9K0.06%
CLXCLOROX CO DEL COMStock2,046$212.03K0.05%
CNQCANADIAN NAT RES LTD MED TERCOM4,157$202.55K0.05%

13F filings by quarter

SEARLE & CO. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 27, 2026194$445.13Mvs. Q1 2026SEC
Q1 2026May 8, 2026194$397.69Mvs. Q4 2025SEC
Q4 2025Feb 13, 2026187$387.58Mvs. Q3 2025SEC
Q3 2025Nov 4, 2025185$377.49Mvs. Q2 2025SEC
Q2 2025Aug 7, 2025183$353.99Mvs. Q1 2025SEC
Q1 2025May 15, 2025176$350.86Mvs. Q4 2024SEC
Q4 2024Feb 14, 2025177$346.87Mvs. Q3 2024SEC
Q3 2024Oct 22, 2024171$400.93Mvs. Q2 2024SEC
Q2 2024Jul 30, 2024184$426.7Mvs. Q1 2024SEC
Q1 2024May 9, 2024163$392.13Mvs. Q4 2023SEC
Q4 2023Feb 6, 2024159$365.63Mvs. Q3 2023SEC
Q3 2023Nov 6, 2023144$293.87Mvs. Q2 2023SEC
Q2 2023Aug 11, 2023151$322.88Mvs. Q1 2023SEC
Q1 2023Jun 1, 2023148$305.6Mvs. Q4 2022SEC
Q4 2022Feb 6, 2023148$293.19Mvs. Q3 2022SEC
Q3 2022Oct 27, 2022141$260.24Mvs. Q2 2022SEC
Q2 2022Aug 3, 2022148$253.57Mvs. Q1 2022SEC
Q1 2022May 10, 2022153$271.06Mvs. Q4 2021SEC
Q4 2021Jan 19, 2022160$274.87Mvs. Q3 2021SEC
Q3 2021Oct 8, 2021148$244.16Mvs. Q2 2021SEC
Q2 2021Jul 29, 2021147$244.51Mvs. Q1 2021SEC
Q1 2021May 12, 2021141$224.25M–SEC