Searle & Co. holds a diversified book of 194 stocks worth $445.1M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Hamilton Lane Inc-Class A and trimmed Visa Inc-Class A Shares. Their largest long position is Apple Inc at 6% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/710127/holdings"
Use Arkolith to show SEARLE & CO.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.4 points over this window.
Growth of $10,000 cloning Searle & Co.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $26.6M | 91.9K | 6.0% | ▲+0.5% Added · +482 sh | |
| 2 | Caterpillar Inc COM | $21.7M | 20.4K | 4.9% | ▲+3.5% Added · +700 sh | |
| 3 | Palo Alto Networks Inc COM | $19.5M | 57.1K | 4.4% | —Held | |
| 4 | Microsoft Corp COM | $15.1M | 40.4K | 3.4% | ▲+0.4% Added · +168 sh | |
| 5 | American Express Co COM | $14.1M | 41.7K | 3.2% | —Held | |
| 6 | Abbvie Inc COM | $12.4M | 49.2K | 2.8% | ▲+2.3% Added · +1K sh | |
| 7 | Exxon Mobil Corp COM | $11.0M | 80.7K | 2.5% | ▲+1.1% Added · +902 sh | |
| 8 | Bank Of Amer Corp COM | $10.8M | 189.1K | 2.4% | ▲+0.3% Added · +675 sh | |
| 9 | Philip Morris Intl Inc COM | $10.2M | 56.4K | 2.3% | ▲+0.2% Added · +100 sh | |
| 10 | Nucor Corp COM | $10.1M | 45.4K | 2.3% | —Held | |
| 11 | Johnson & Johnson COM | $10.0M | 39.3K | 2.2% | ▲+0.6% Added · +218 sh | |
| 12 | RTX Corporation COM | $9.1M | 48.1K | 2.0% | ▲+1.5% Added · +700 sh | |
| 13 | International Business Machs COM | $8.6M | 30.6K | 1.9% | ▲+2.3% Added · +700 sh | |
| 14 | Visa Inc COM CL A | $8.1M | 23.5K | 1.8% | ▼−4.1% Reduced · −1K sh | |
| 15 | Cisco Sys Inc COM | $7.7M | 65.4K | 1.7% | ▲+3.1% Added · +2K sh | |
| 16 | Targa Res Corp COM | $7.1M | 26.5K | 1.6% | ▲+1.9% Added · +500 sh | |
| 17 | Merck & Co Inc COM | $7.1M | 54.9K | 1.6% | ▲+3.3% Added · +2K sh | |
| 18 | Invesco QQQ TR UNIT SER 1 | $7.0M | 9.5K | 1.6% | ▲+1.1% Added · +102 sh | |
| 19 | Micron Technology Inc COM | $6.9M | 6.0K | 1.6% | ▲+20% Added · +1K sh | |
| 20 | Chevron Corporation COM | $6.9M | 41.4K | 1.5% | ▲+13% Added · +5K sh | |
| 21 | Pepsico Inc COM | $6.3M | 46.5K | 1.4% | ▲+1.9% Added · +871 sh | |
| 22 | Rockwell Automation Inc COM | $6.1M | 12.3K | 1.4% | —Held | |
| 23 | McDonalds Corp COM | $5.9M | 21.9K | 1.3% | —Held | |
| 24 | JPMorgan Chase & Co COM | $5.5M | 16.7K | 1.2% | —Held | |
| 25 | Eaton Corp PLC SHS | $5.0M | 11.7K | 1.1% | —Held | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $4.6M | 9.2K | 1.0% | ▼−0.3% Reduced · −30 sh | |
| 27 | Bristol-Myers Squibb Co COM | $4.6M | 79.7K | 1.0% | ▼−0.1% Reduced · −111 sh | |
| 28 | Procter & Gamble Co COM | $4.6M | 31.2K | 1.0% | ▲+1.5% Added · +467 sh | |
| 29 | Yum Brands Inc COM | $4.3M | 26.9K | 1.0% | —Held | |
| 30 | Eli Lilly & Co COM | $4.2M | 3.5K | 1.0% | ▲+18% Added · +530 sh | |
| 31 | Corning Inc COM | $4.1M | 16.0K | 0.9% | —Held | |
| 32 | Revvity Inc COM | $3.8M | 34.3K | 0.9% | ▲+1.5% Added · +500 sh | |
| 33 | Api Group Corp COM STK | $3.8M | 89.3K | 0.9% | ▲+7.0% Added · +6K sh | |
| 34 | Home Depot Inc COM | $3.7M | 10.6K | 0.8% | —Held | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $3.7M | 5.0K | 0.8% | ▲+12% Added · +526 sh | |
| 36 | Select Sector SPDR TR ST STR TECHN ETF | $3.7M | 19.3K | 0.8% | ▲+3.5% Added · +650 sh | |
| 37 | Northrop Grumman Corp COM | $3.4M | 6.7K | 0.8% | —Held | |
| 38 | Texas Instrs Inc COM | $3.3M | 11.1K | 0.7% | —Held | |
| 39 | Qualcomm Inc COM | $3.3M | 17.6K | 0.7% | —Held | |
| 40 | Royalty Pharma PLC SHS CLASS A | $3.2M | 57.5K | 0.7% | ▲+1.8% Added · +1K sh | |
| 41 | Automatic Data Processing In COM | $3.2M | 14.2K | 0.7% | —Held | |
| 42 | Applied Matls Inc COM | $3.1M | 4.3K | 0.7% | —Held | |
| 43 | CVS Health Corp COM | $3.1M | 29.6K | 0.7% | ▲+0.5% Added · +134 sh | |
| 44 | NextEra Energy Inc COM | $2.9M | 32.9K | 0.6% | ▲+1.9% Added · +600 sh | |
| 45 | Boeing Co COM | $2.7M | 12.6K | 0.6% | —Held | |
| 46 | Amazon Com Inc COM | $2.6M | 10.8K | 0.6% | ▲+13% Added · +1K sh | |
| 47 | MPLX LP COM UNIT REP LTD | $2.6M | 45.4K | 0.6% | ▲+177% Added · +29K sh | |
| 48 | Equitable Hldgs Inc COM | $2.5M | 57.5K | 0.6% | ▲+2.7% Added · +2K sh | |
| 49 | Intel Corp COM | $2.5M | 17.9K | 0.6% | ▲+0.6% Added · +100 sh | |
| 50 | Amgen Inc COM | $2.5M | 6.8K | 0.6% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 194 | $445.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 194 | $397.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 187 | $387.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 185 | $377.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 183 | $354.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 176 | $350.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 177 | $346.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 171 | $400.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.