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Van Strum & Towne Inc.

Portfolio Manager
Van Strum & Towne Inc.
Performance
-7.50% (2026 Q1)
AUM (13F)
$342.53M
# of Holdings
111
Performance Rank
Allocation (Top 20)
62.64%

Van Strum & Towne Inc. Holdings Map

Top 50 Van Strum & Towne Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTIP
VANGUARD MALVERN FDS
7.25%497.0K$24.8M
+21.10%(+86.62K)
2025-Q1: 313.1K shares2025-Q2: 421.7K shares2025-Q3: 443.5K shares2025-Q4: 410.4K shares2026-Q1: 497.0K shares
$49.32(+0.53%)
2026-03-31
MSFT
MICROSOFT CORP
5.57%51.5K$19.1M
-2.05%(-1.08K)
2025-Q1: 57.2K shares2025-Q2: 56.6K shares2025-Q3: 54.3K shares2025-Q4: 52.6K shares2026-Q1: 51.5K shares
$39.37(+891.95%)
2026-03-31
GOOGL
ALPHABET INC
4.78%56.9K$16.4M
-1.92%(-1.11K)
2025-Q1: 59.2K shares2025-Q2: 58.9K shares2025-Q3: 58.4K shares2025-Q4: 58.0K shares2026-Q1: 56.9K shares
$56.07(+541.85%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4%172.6K$13.7M
+18.87%(+27.41K)
2025-Q1: 175.2K shares2025-Q2: 175.5K shares2025-Q3: 151.5K shares2025-Q4: 145.2K shares2026-Q1: 172.6K shares
$81.70(-3.56%)
2026-03-31
VOO
VANGUARD INDEX FDS
3.52%20.2K$12.1M
-0.85%(-173)
2025-Q1: 22.3K shares2025-Q2: 21.9K shares2025-Q3: 21.5K shares2025-Q4: 20.3K shares2026-Q1: 20.2K shares
$209.61(+226.71%)
2026-03-31
SCHI
SCHWAB STRATEGIC TR
3.37%508.5K$11.5M
+2.65%(+13.12K)
2025-Q1: 143.1K shares2025-Q2: 146.4K shares2025-Q3: 345.7K shares2025-Q4: 495.4K shares2026-Q1: 508.5K shares
$22.89(-1.47%)
2026-03-31
JPM
JPMORGAN CHASE & CO
3.24%37.8K$11.1M
-1.20%(-458)
2025-Q1: 39.8K shares2025-Q2: 39.5K shares2025-Q3: 38.6K shares2025-Q4: 38.2K shares2026-Q1: 37.8K shares
$61.14(+447.10%)
2026-03-31
AMGN
AMGEN INC
3.21%31.3K$11.0M
-2.17%(-693)
2025-Q1: 32.9K shares2025-Q2: 32.6K shares2025-Q3: 32.2K shares2025-Q4: 32.0K shares2026-Q1: 31.3K shares
$80.94(+362.27%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.19%44.7K$10.9M
-0.62%(-280)
2025-Q1: 47.5K shares2025-Q2: 45.7K shares2025-Q3: 45.0K shares2025-Q4: 45.0K shares2026-Q1: 44.7K shares
$89.66(+193.39%)
2026-03-31
ADP
AUTOMATIC DATA PROCESSING IN
2.94%49.5K$10.1M
+1.04%(+508)
2025-Q1: 50.2K shares2025-Q2: 49.6K shares2025-Q3: 49.2K shares2025-Q4: 49.0K shares2026-Q1: 49.5K shares
$55.95(+333.05%)
2026-03-31

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