StockDriftsStockDriftsTop 50 Van Strum & Towne INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTIP | VANGUARD MALVERN FDS | 6.99% | 510.6K | $25.6M | +2.72%(+13.53K) | $49.34(+0.74%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.46% | 56.0K | $20.0M | -1.56%(-889) | $56.07(+514.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.21% | 51.2K | $19.1M | -0.58%(-297) | $39.37(+1134.75%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 3.75% | 20.0K | $13.7M | -0.77%(-155) | $209.61(+240.00%) | 2026-06-30 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 3.73% | 172.9K | $13.7M | +0.14%(+245) | $81.70(-3.75%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.39% | 38.0K | $12.5M | +0.70%(+265) | $62.84(+480.41%) | 2026-06-30 | |
| SCHI | SCHWAB STRATEGIC TR | 3.11% | 504.0K | $11.4M | -0.88%(-4.47K) | $22.89(-3.06%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.09% | 44.6K | $11.3M | -0.16%(-70) | $89.66(+190.51%) | 2026-06-30 | |
| AMGN | AMGEN INC | 3.09% | 31.3K | $11.3M | -0.15%(-47) | $80.94(+414.20%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 3.03% | 49.6K | $11.1M | +0.20%(+101) | $56.27(+375.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.82% | +28.86% | +3.92% | +21.19% |
| Top 20 Holdings Unweighted | +9.47% | +31.20% | +3.58% | +19.22% |
Van Strum & Towne INC reports $366.79M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are VTIP (7.0%), GOOGL (5.5%) and MSFT (5.2%). The top 20 holdings account for 62.98% of reported assets. Its disclosed equity book has returned +28.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Van Strum & Towne INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080173). View Van Strum & Towne INC’s 13F filings on SEC