Arkolith/Funds/Prentiss Smith & Co Inc

Prentiss Smith & Co Inc

CIK 1134687
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Prentiss Smith & Co Inc holds a focused book of 67 stocks worth $182.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Stryker Corp and trimmed Alphabet Inc-CL C. Their largest long position is Gorman-Rupp Co at 9% of the equity book.

Opened
4
bought for the first time
+1 more · largest first
Sold out
2
exited the position entirely

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
30%
Top 10 holdings
48%
Top 20 holdings
73%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

98% mapped to company sectors

Health Care
24%
Information Technology
22%
Industrials
18%
Financials
13%
Materials
9%
Consumer Discretionary
7%
Communication Services
3%
No sector on file yet
2%

+2 sectors below the cut, 2% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Prentiss Smith & Co Inc

Manager / fundShared namesTheir $ in those
Swiss Re Ltd37 / 67$1.0B
Ardent Capital Management, Inc.16 / 67$204.0M
Independent Investors Inc27 / 67$411.5M
Farley Capital L.P.6 / 67$99.9M
Bonness Enterprises Inc20 / 67$238.2M
Greenbrier Partners Capital Management, LLC7 / 67$1.0B
United American Securities Inc. (d/b/a UAS Asset Management)7 / 67$334.7M
Luma Capital S.A. - SPF8 / 67$80.4M

Ranked by the share of each fund's own book sitting in the names it shares with Prentiss Smith & Co Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

67 positions
#SecurityValueShares% PortLast moveHistory
1Gorman Rupp Co
COM
$15.7M170.7K
8.6%
Held
2Alphabet Inc
CAP STK CL C
$13.9M39.4K
7.6%
−1.3%
Reduced · −532 sh
3Cisco Sys Inc
COM
$9.6M81.4K
5.2%
−42%
Reduced · −58K sh
4Johnson & Johnson
COM
$9.2M36.2K
5.0%
−0.5%
Reduced · −173 sh
5Microsoft Corp
COM
$7.1M19.1K
3.9%
+3.0%
Added · +558 sh
6Advanced Drain Sys Inc Del
COM
$6.8M43.2K
3.7%
−1.3%
Reduced · −555 sh
7Progressive Corp
COM
$6.3M28.9K
3.5%
+22%
Added · +5K sh
8Schwab Charles Corp
COM
$6.2M66.7K
3.4%
−1.4%
Reduced · −933 sh
9Atmus Filtration Technologie
COM
$6.1M120.5K
3.4%
+13%
Added · +14K sh
10Agilent Technologies Inc
COM
$6.1M45.9K
3.3%
−0.7%
Reduced · −335 sh
11Union Pac Corp
COM
$5.6M20.6K
3.1%
−2.9%
Reduced · −626 sh
12Qiagen NV
ORD SHARES
$5.1M131.6K
2.8%
−1.3%
Reduced · −2K sh
13Procter & Gamble Co
COM
$5.0M33.8K
2.7%
−4.5%
Reduced · −2K sh
14BlackRock Inc
COM
$4.8M5.0K
2.7%
−1.3%
Reduced · −67 sh
15Novartis AG
SPONSORED ADR
$4.5M29.0K
2.5%
−0.4%
Reduced · −120 sh
16On Hldg AG
NAMEN AKT A
$4.4M123.9K
2.4%
+85%
Added · +57K sh
17Xylem Inc
COM
$4.4M36.9K
2.4%
+0.9%
Added · +328 sh
18Msa Safety Inc
COM
$4.1M23.3K
2.2%
−0.4%
Reduced · −100 sh
19New York Times Co MTN Be
CL A
$3.9M55.6K
2.1%
−1.4%
Reduced · −792 sh
20Abbott Laboratories
COM
$3.8M41.7K
2.1%
−0.8%
Reduced · −337 sh
21Stryker Corporation
COM
$3.6M11.5K
2.0%
New
New position
22Brady Corp
CL A
$3.6M39.1K
2.0%
−45%
Reduced · −32K sh
23Emcor Group Inc
COM
$3.6M4.3K
1.9%
−3.5%
Reduced · −153 sh
24Cooper Cos Inc
COM
$3.4M48.1K
1.9%
−0.4%
Reduced · −207 sh
25Berkshire Hathaway Inc Del
CL B NEW
$3.2M6.4K
1.8%
Held
26Automatic Data Processing In
COM
$2.1M9.4K
1.2%
Held
27Apple Inc
COM
$2.0M7.0K
1.1%
+4.5%
Added · +300 sh
28Bentley Sys Inc
COM CL B
$1.9M62.5K
1.0%
−0.4%
Reduced · −237 sh
29Allegro Microsystems Inc
COM
$1.7M24.0K
0.9%
−1.3%
Reduced · −325 sh
30Exxon Mobil Corp
COM
$1.5M10.9K
0.8%
−4.1%
Reduced · −468 sh
31Ishares TR
CORE S&P500 ETF
$1.5M2.0K
0.8%
Held
32Visa Inc
COM CL A
$1.4M4.1K
0.8%
Held
33Regeneron Pharmaceuticals
COM
$1.3M2.0K
0.7%
−1.1%
Reduced · −22 sh
34Ishares TR
ESG OPTIMIZED
$1.3M8.2K
0.7%
−0.7%
Reduced · −58 sh
35Amazon Com Inc
COM
$1.2M5.0K
0.7%
Held
36T-Mobile US Inc
COM
$1.1M6.4K
0.6%
Held
37Meta Platforms Inc
CL A
$1.0M1.8K
0.6%
Held
38Abbvie Inc
COM
$977K3.9K
0.5%
Held
39Warby Parker Inc
CL A COM
$935K30.8K
0.5%
−0.2%
Reduced · −64 sh
40Ge Aerospace
COM NEW
$896K2.4K
0.5%
−15%
Reduced · −437 sh
41Uber Technologies Inc
COM
$851K11.8K
0.5%
Held
42Mastercard Incorporated
CL A
$824K1.6K
0.5%
Held
43Ge Vernova Inc
COM
$690K587
0.4%
−16%
Reduced · −109 sh
44Chewy Inc
CL A
$665K33.8K
0.4%
Held
45Intel Corp
COM
$630K4.5K
0.3%
New
New position
46Pepsico Inc
COM
$626K4.6K
0.3%
Held
47Genuine Parts Co
COM
$590K5.0K
0.3%
Held
48Coca Cola Co
COM
$481K5.9K
0.3%
Held
49Booking Holdings Inc
COM
$446K2.5K
0.2%
25×
Added · +2K sh
50International Business Machs
COM
$444K1.6K
0.2%
Held
Showing 50 of 67 positions
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Filing history

As-of date vs the date the SEC received each filing

$182.2M · Q2 2026Q3 2024 · $156.1MQ2 2026 · $182.2M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d67$182.2M13F-HR
Q1 2026Mar 31, 2026May 7, 202637d65$172.2M13F-HR
Q4 2025Dec 31, 2025Jan 29, 202629d65$167.4M13F-HR
Q3 2025Sep 30, 2025Oct 20, 202520d68$177.1M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d66$168.1M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202521d69$154.3M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d70$152.8M13F-HR
Q3 2024Sep 30, 2024Oct 21, 202421d69$156.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.