SEARLE & CO.
•CIK: 710127•Filing: Q4 2025
**SEARLE & CO.** manages $388M across a diversified portfolio of 187 positions. The fund exhibits significant concentration in mega-cap technology and industrials, highlighted by top holdings in AAPL ($25.1M) and MSFT ($19.5M). Further allocations include substantial exposure to financials and industrials, notably AXP ($15.4M) and CAT ($11.7M). This structure suggests a conviction-driven approach targeting established market leaders.
Total AUM
$387.6M
QoQ Performance
+2.7%
Positions
179
Top 10 Concentration
33.7%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
AAPL6.5%
MSFT5.0%
AXP4.0%
CAT3.0%
ABBV2.8%
PANW2.7%
BAC2.6%
XOM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.8%
Technology18.5%
Healthcare11.4%
Financial11.0%
Industrial8.7%
Consumer4.0%
Energy3.0%
Consumer Staples2.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW7 new positions
↑24 increased
↓43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023