Van Strum & Towne Inc. holds a diversified book of 111 stocks worth $366.8M as of Q2 2026 (disclosed Aug 3, 2026, a ~45-day 13F lag). This quarter they opened Applied Materials Inc and trimmed Alphabet Inc-CL A. Their largest long position is Vanguard Short-Term Tips at 7% of the equity book. Cloning the disclosed picks since 2024 would be +30% (+16.5%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1080173/holdings"
Use Arkolith to show VAN STRUM & TOWNE INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.2 points over this window.
Growth of $10,000 cloning Van Strum & Towne Inc.'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.
65% 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 | Vanguard Malvern FDS STRM INFPROIDX | $25.6M | 510.6K | 7.0% | ▲+2.7% Added · +14K sh | |
| 2 | Alphabet Inc CAP STK CL A | $20.0M | 56.0K | 5.5% | ▼−1.6% Reduced · −889 sh | |
| 3 | Microsoft Corp COM | $19.1M | 51.2K | 5.2% | ▼−0.6% Reduced · −297 sh | |
| 4 | Vanguard Index FDS S&P 500 ETF SHS | $13.7M | 20.0K | 3.7% | ▼−0.8% Reduced · −155 sh | |
| 5 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $13.7M | 172.9K | 3.7% | ▲+0.1% Added · +245 sh | |
| 6 | JPMorgan Chase & Co COM | $12.5M | 38.0K | 3.4% | ▲+0.7% Added · +265 sh | |
| 7 | Schwab Strategic TR 5 10YR CORP BD | $11.4M | 504.0K | 3.1% | ▼−0.9% Reduced · −4K sh | |
| 8 | Johnson & Johnson COM | $11.3M | 44.6K | 3.1% | ▼−0.1% Reduced · −70 sh | |
| 9 | Amgen Inc COM | $11.3M | 31.3K | 3.1% | ▼−0.1% Reduced · −47 sh | |
| 10 | Automatic Data Processing In COM | $11.1M | 49.6K | 3.0% | ▲+0.2% Added · +101 sh | |
| 11 | Abbvie Inc COM | $9.5M | 37.8K | 2.6% | ▼−2.2% Reduced · −850 sh | |
| 12 | Ecolab Inc COM | $9.2M | 32.9K | 2.5% | ▲+0.9% Added · +281 sh | |
| 13 | International Business Machs COM | $8.6M | 30.6K | 2.3% | ▼−0.7% Reduced · −219 sh | |
| 14 | Schwab Strategic TR US LRG CAP ETF | $8.5M | 289.4K | 2.3% | ▲+11% Added · +29K sh | |
| 15 | Palo Alto Networks Inc COM | $8.5M | 24.8K | 2.3% | ▲+0.8% Added · +200 sh | |
| 16 | Vanguard Index FDS TOTAL STK MKT | $8.1M | 21.8K | 2.2% | ▲+0.3% Added · +63 sh | |
| 17 | Vanguard Scottsdale FDS INT-TERM CORP | $7.6M | 92.5K | 2.1% | ▼−4.4% Reduced · −4K sh | |
| 18 | Procter & Gamble Co COM | $7.5M | 51.2K | 2.0% | ▲+1.3% Added · +643 sh | |
| 19 | Emerson Elec Co COM | $6.9M | 47.9K | 1.9% | ▲+0.8% Added · +367 sh | |
| 20 | Eli Lilly & Co COM | $6.8M | 5.7K | 1.9% | ▼−6.1% Reduced · −372 sh | |
| 21 | Schwab Strategic TR US TIPS ETF | $6.4M | 243.2K | 1.8% | ▲+2.9% Added · +7K sh | |
| 22 | Vanguard Star FDS VG TL INTL STK F | $6.1M | 71.5K | 1.7% | ▲+8.1% Added · +5K sh | |
| 23 | Select Sector SPDR TR ST STR ENERG ETF | $5.6M | 105.7K | 1.5% | ▲+1.7% Added · +2K sh | |
| 24 | Capital One Finl Corp COM | $5.6M | 27.8K | 1.5% | ▲+0.1% Added · +43 sh | |
| 25 | Pepsico Inc COM | $5.5M | 40.8K | 1.5% | ▲+1.7% Added · +697 sh | |
| 26 | Schwab Strategic TR 1 5YR CORP BD | $5.4M | 218.7K | 1.5% | ▲+2.9% Added · +6K sh | |
| 27 | Disney Walt Co COM | $4.8M | 50.0K | 1.3% | ▼−0.1% Reduced · −38 sh | |
| 28 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.6M | 76.5K | 1.2% | ▼−0.6% Reduced · −426 sh | |
| 29 | Qualcomm Inc COM | $4.2M | 22.6K | 1.1% | ▼−2.9% Reduced · −670 sh | |
| 30 | Caterpillar Inc COM | $4.0M | 3.7K | 1.1% | ▼−2.1% Reduced · −80 sh | |
| 31 | Salesforce Inc COM | $3.8M | 24.3K | 1.0% | ▼−0.5% Reduced · −120 sh | |
| 32 | Texas Instrs Inc COM | $3.5M | 11.6K | 0.9% | ▼−0.3% Reduced · −40 sh | |
| 33 | American Express Co COM | $3.4M | 10.1K | 0.9% | ▲+1.1% Added · +108 sh | |
| 34 | Broadcom Inc COM | $3.3M | 8.8K | 0.9% | ▲+1.1% Added · +98 sh | |
| 35 | Ge Aerospace COM NEW | $3.2M | 8.7K | 0.9% | —Held | |
| 36 | Ishares TR 0-5 YR TIPS ETF | $3.2M | 31.4K | 0.9% | ▲+9.7% Added · +3K sh | |
| 37 | Amazon Com Inc COM | $3.1M | 13.2K | 0.9% | ▲+24% Added · +3K sh | |
| 38 | Moodys Corp COM | $3.1M | 6.9K | 0.8% | —Held | |
| 39 | Chevron Corporation COM | $3.0M | 18.2K | 0.8% | ▼−1.4% Reduced · −255 sh | |
| 40 | HP Inc COM | $2.9M | 133.5K | 0.8% | ▼−1.7% Reduced · −2K sh | |
| 41 | RTX Corporation COM | $2.7M | 14.1K | 0.7% | ▼−2.6% Reduced · −375 sh | |
| 42 | Ge Vernova Inc COM | $2.6M | 2.2K | 0.7% | ▼−0.4% Reduced · −10 sh | |
| 43 | Berkshire Hathaway Inc Del CL B NEW | $2.6M | 5.2K | 0.7% | —Held | |
| 44 | Ishares TR CORE S&P500 ETF | $2.5M | 3.3K | 0.7% | ▼−0.5% Reduced · −18 sh | |
| 45 | Pfizer Inc COM | $2.0M | 85.0K | 0.6% | —Held | |
| 46 | Mastercard Incorporated CL A | $1.7M | 3.4K | 0.5% | —Held | |
| 47 | Schwab Strategic TR US LCAP VA ETF | $1.7M | 49.4K | 0.5% | —Held | |
| 48 | Merck & Co Inc COM | $1.7M | 13.3K | 0.5% | —Held | |
| 49 | Intel Corp COM | $1.4M | 9.9K | 0.4% | ▼−4.5% Reduced · −462 sh | |
| 50 | Apple Inc COM | $1.3M | 4.5K | 0.4% | ▼−1.4% Reduced · −65 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 111 | $366.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 111 | $342.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 114 | $357.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 110 | $340.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 109 | $316.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 114 | $297.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 107 | $284.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 105 | $288.9M | 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.