SEARLE & CO.
SEC Form 13F institutional filer · CIK 0000710127
13F-HR · 142 reported holdings · 2026-03-31
Reported long-US-equity value
$0.36B
Top-10 concentration
35.5%
SEARLE & CO. — $362M AUM allocation strategy
SEARLE & CO. files SEC Form 13F and reports $362M of long US equity value across 142 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 15.0%, followed by Financials 8.9% and Industrials 8.1%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
SEARLE & CO. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$362M
total across 142 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +11.4K sh · +$514K+$BAC +6.54K sh · +$1.96M+$MO +5.89K sh · +$535K
Biggest trims (shares)
−$PFE −2.66K sh · +$213K−$PG −2.65K sh · −$344K−$CSCO −2K sh · −$119K
Exited to nil (held last quarter, gone now)
$D ($213K last qtr)$GIS ($211K last qtr)$KMB ($208K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software6.7%—
- Technology Hardware, Storage & Peripherals6.4%—
- Integrated Oil & Gas5.8%—
- Pharmaceuticals4.4%—
- Construction Machinery & Heavy Transportation Equipment3.8%—
- Consumer Finance3.5%—
- Diversified Banks3.3%—
- Biotechnology2.9%—
- Other holdings63.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 91.5K | $23.2M | -1.01K | 6.4% |
| $MSFT | Microsoft Corporation | 40.3K | $14.9M | +0 | 4.1% |
| $CAT | Caterpillar Inc | 19.7K | $13.9M | -700 | 3.8% |
| $XOM | ExxonMobil Holdings Corporation | 79.8K | $13.5M | -689 | 3.7% |
| $AXP | American Express Company | 41.7K | $12.6M | +0 | 3.5% |
| $BAC | Bank of America Corporation | 191K | $12.1M | +6.54K | 3.3% |
| $ABBV | AbbVie Inc | 48.1K | $10.5M | +300 | 2.9% |
| $JNJ | Johnson & Johnson | 39K | $9.54M | -154 | 2.6% |
| $PM | Philip Morris International Inc | 56.3K | $9.31M | +300 | 2.6% |
| $PANW | Palo Alto Networks Inc | 57.1K | $9.16M | +0 | 2.5% |
…and 132 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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