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CIK: 0000710127
Total reported value
$445.1M
$445.1M
187 檔
18.6%
The Q4 2025 SEC filing reveals that Searle & Co. held a total portfolio value of $445.1M, covering 187 public equity positions.
In Q4 2025, Searle & Co. adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AXP) accounted for 18.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.49% | +0.14% | +0.05% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.36% | +1.41% | |
| 3 | AXP | American Express Co | Stock-Financials | 3.98% | — | — | |
| 4 | CAT | Caterpillar Inc | Stock-Industrials | 3.01% | +1.37% | -0.32% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 2.82% | +0.15% | — | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.71% | +2.08% | +7.49% | |
| 7 | BAC | Bank Of America CORP | Stock-Financials | 2.62% | +0.11% | -0.42% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 2.50% | -0.93% | -0.68% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 2.32% | -0.05% | — | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.28% | +0.11% | +1.02% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.24% | -0.25% | -0.04% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.22% | -0.05% | -0.08% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.09% | -0.16% | +1.16% | |
| 14 | NUE | Nucor CORP | Stock-Materials | 1.91% | +0.34% | — | |
| 15 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.73% | -0.38% | -0.03% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.71% | -0.37% | -0.51% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.50% | -0.36% | +2.56% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.48% | +0.21% | — | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.44% | -0.02% | +1.76% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | — | — | |
| 21 | HON | Honeywell International Inc | Stock-Industrials | 1.38% | -1.56% | EXIT | |
| 22 | CSCO | Cisco Systems Inc | Stock-Tech | 1.30% | +0.49% | — | |
| 23 | TRGP | Targa Resources CORP | Stock-Energy | 1.24% | -0.04% | — | |
| 24 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.23% | +0.26% | — | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.23% | -0.09% | -9.46% | |
| 26 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.11% | -0.19% | +1.72% | |
| 27 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 1.05% | -0.08% | — | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.04% | -0.70% | |
| 29 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.99% | -0.39% | -0.74% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 0.99% | -0.01% | -0.53% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +0.26% | — | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.96% | +0.07% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.87% | +0.10% | — | |
| 34 | APG | Api Group CORP | Stock-Industrials | 0.86% | — | — | |
| 35 | RVTY | Revvity Inc | Stock-Healthcare | 0.84% | +0.12% | — | |
| 36 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.84% | — | — | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.78% | +0.16% | -0.07% | |
| 38 | EQH | Equitable Holdings Inc | Stock-Financials | 0.71% | +0.05% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.70% | -0.02% | -2.86% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.21% | +100.00% | |
| 41 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.68% | -0.68% | EXIT | |
| 42 | NEE | Nextera Energy Inc | Stock-Utilities | 0.65% | -0.10% | — | |
| 43 | CVS | Cvs Health CORP | Stock-Healthcare | 0.60% | +0.16% | -1.57% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.05% | -5.28% | |
| 45 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.14% | -1.84% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.01% | — | |
| 47 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.57% | +0.04% | — | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.57% | -0.05% | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.56% | -0.09% | — | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.08% | +631.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe Inc | +0.5% | +631.07% | Add |
| 2 | CAT | Caterpillar Inc | +0.4% | -0.32% | Trim |
| 3 | AXP | American Express Co | +0.3% | — | Unchanged |
| 4 | NUE | Nucor CORP | +0.3% | — | Unchanged |
| 5 | MRK | Merck & Co. Inc. | +0.3% | +1.76% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +0.05% | Add |
| 7 | LLY | Eli Lilly & Co | +0.3% | — | Unchanged |
| 8 | JNJ | Johnson & Johnson | +0.2% | +1.16% | Add |
| 9 | HON | Honeywell International Inc | +0.2% | +27.29% | Add |
| 10 | BMY | Bristol-myers Squibb Co | +0.2% | +1.72% | Add |
| 11 | MU | Micron Technology Inc | +0.2% | — | Unchanged |
| 12 | AMZN | Amazon.com Inc | +0.2% | +46.94% | Add |
| 13 | RTX | Rtx CORP | +0.1% | -0.04% | Trim |
| 14 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | — | Unchanged |
| 15 | CSCO | Cisco Systems Inc | +0.1% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | — | Unchanged |
| 17 | BAC | Bank Of America CORP | +0.1% | -0.42% | Trim |
| 18 | ROK | Rockwell Automation Inc | +0.1% | — | Unchanged |
| 19 | TRGP | Targa Resources CORP | +0.1% | — | Unchanged |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -0.68% | Trim |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +1.02% | Add |
| 22 | APG | Api Group CORP | +0.1% | — | Unchanged |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -5.26% | Trim |
| 24 | RVTY | Revvity Inc | +0.1% | — | Unchanged |
| 25 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 26 | DHR | Danaher CORP | +0.1% | — | Unchanged |
| 27 | SDA | Sealed Air CORP | +0.1% | — | Unchanged |
| 28 | AMAT | Applied Materials Inc | +0.1% | — | Unchanged |
| 29 | AVGO | Broadcom Inc | +0.1% | +50.00% | Add |
| 30 | RPRX | Royalty Pharma plc | 0% | — | Unchanged |
| 31 | GLD | Spdr Gold Shares | 0% | +21.74% | Add |
| 32 | KO | Coca-cola Co/the | 0% | +17.77% | Add |
| 33 | FDX | Fedex CORP | 0% | — | Unchanged |
| 34 | HII | Huntington Ingalls Industrie | 0% | — | Unchanged |
| 35 | NEM | Newmont CORP | 0% | — | Unchanged |
| 36 | BNY | Bank Of New York Mellon CORP | 0% | — | Unchanged |
| 37 | NEE | Nextera Energy Inc | 0% | — | Unchanged |
| 38 | ELV | Elevance Health Inc | 0% | — | Unchanged |
| 39 | NOK | Nokia Corp-spon Adr | 0% | — | Unchanged |
| 40 | GLW | Corning Inc | 0% | -0.30% | Trim |
| 41 | UPS | United Parcel Service-cl B | 0% | -12.31% | Trim |
| 42 | PHIN | Phinia Inc | 0% | — | Unchanged |
| 43 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 44 | INTC | Intel CORP | 0% | — | Unchanged |
| 45 | MPLX | Mplx LP | 0% | — | Unchanged |
| 46 | WFC | Wells Fargo & Co | 0% | — | Unchanged |
| 47 | NVDA | Nvidia CORP | 0% | +22.50% | Add |
| 48 | GS | Goldman Sachs Group Inc | 0% | -2.92% | Trim |
| 49 | F | Ford Motor Co | 0% | — | Unchanged |
| 50 | MMM | 3m Co | 0% | +6.23% | Add |
According to official SEC Form 13F filings, Searle & Co. reported a total U.S. public equity portfolio value of $445.1M across 187 disclosed positions in Q4 2025.
During Q4 2025, Searle & Co.'s top holdings by market value included AAPL (6.5%)、MSFT (5.0%)、AXP (4.0%). The largest single position, AAPL, represented 6.5% of total portfolio value.
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Top New Position Initiated
UL
市值: $436.0K
Top Position Liquidated / Trimmed
BRK-B
前期市值: $4.7M
In Q4 2025, Searle & Co. made 79 total portfolio adjustments, initiating 7 new buys, adding to 24 positions, trimming 43 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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