Top 50 Searle & CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.84% | 91.5K | $23.2M | -1.09%(-1.01K) | $76.92(+301.24%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.75% | 40.3K | $14.9M | +0.00%(+0) | $109.11(+257.88%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.5% | 19.7K | $13.9M | -3.44%(-700) | $123.02(+683.23%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 3.41% | 79.8K | $13.5M | -0.86%(-689) | $99.92(+37.19%) | 2026-03-31 | |
| AXP | AMERICAN EXPRESS CO | 3.17% | 41.7K | $12.6M | +0.00%(+0) | $116.80(+201.34%) | 2026-03-31 | |
| ABBV | ABBVIE INC | 2.63% | 48.1K | $10.5M | +0.63%(+300) | $87.03(+199.98%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.4% | 39.0K | $9.5M | -0.39%(-154) | $119.78(+119.60%) | 2026-03-31 | |
| PM | PHILIP MORRIS INTL INC | 2.34% | 56.3K | $9.3M | +0.54%(+300) | $95.11(+91.64%) | 2026-03-31 | |
| BAC | BANK AMERICA CORP | 2.31% | 188.4K | $9.2M | +2.22%(+4.09K) | $21.30(+175.71%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 2.3% | 57.1K | $9.2M | +0.00%(+0) | $26.43(+1216.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.41% |
| Top 20 Holdings Unweighted | +12.84% | +43.69% |
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