VAN STRUM & TOWNE INC.
•CIK: 1080173•Filing: Q4 2025
**VAN STRUM & TOWNE INC.** manages $358M across a diversified portfolio of 114 positions. The fund exhibits significant allocations to technology and market-leading indices, notably holding MSFT at $25.4M and GOOGL at $18.2M. Core holdings also include VTIP ($20.3M) and VOO ($12.8M), suggesting a strategic tilt toward growth and broad market exposure. This concentration in mega-cap technology and established financial/healthcare sectors defines the current investment mandate.
Total AUM
$357.5M
QoQ Performance
+5.0%
Positions
99
Top 10 Concentration
40.4%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
VTIP
GOOGL
MSFT7.1%
VTIP5.7%
GOOGL5.1%
VOO3.6%
ADP3.5%
JPM3.4%
VCSH3.2%
SCHI3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.8%
Technology20.4%
Healthcare11.6%
Financial8.5%
ETF4.3%
Energy2.9%
Industrial2.5%
Materials2.4%
Changes from Q3 2025
NEW6 new positions
↑22 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022