VAN STRUM & TOWNE INC.
SEC Form 13F institutional filer · CIK 0001080173
13F-HR · 91 reported holdings · 2026-03-31
Reported long-US-equity value
$0.31B
Top-10 concentration
55.3%
VAN STRUM & TOWNE INC. — $314M AUM allocation strategy
VAN STRUM & TOWNE INC. files SEC Form 13F and reports $314M of long US equity value across 91 reported holdings for 2026-03-31.
Its largest sector bet is Financials 13.9%, followed by Health Care 11.4% and Information Technology 8.5%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. 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.
VAN STRUM & TOWNE INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$314M
total across 91 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$VOO +114K sh · +$5.93M+$SCHW +43.8K sh · +$710K+$PANW +12.1K sh · +$1.64M
Biggest trims (shares)
−$SLB −37.3K sh · −$1.35M−$HPE −1.7K sh · −$43.5K−$PG −1.39K sh · −$142K
Exited to nil (held last quarter, gone now)
$HONA ($755K last qtr)$DHR ($224K last qtr)$GEHC ($213K 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)
- Investment Banking & Brokerage8.8%—
- Biotechnology6.2%—
- Systems Software6.0%—
- Pharmaceuticals5.2%—
- Interactive Media & Services5.2%—
- Diversified Banks3.6%—
- Human Resource & Employment Services3.2%—
- Specialty Chemicals2.7%—
- Other holdings59.1%—
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
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 1.1M | $27.5M | +43.8K | 8.8% |
| $MSFT | Microsoft Corporation | 51.5K | $19.1M | -1.08K | 6.1% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 56.9K | $16.4M | -1.11K | 5.2% |
| $JPM | JP Morgan Chase & Co | 37.8K | $11.1M | -458 | 3.5% |
| $AMGN | Amgen Inc | 31.3K | $11M | -693 | 3.5% |
| $JNJ | Johnson & Johnson | 44.7K | $10.9M | -280 | 3.5% |
| $ADP | Automatic Data Processing Inc | 49.5K | $10.1M | +508 | 3.2% |
| $ECL | Ecolab Inc | 32.6K | $8.66M | -628 | 2.8% |
| $ABBV | AbbVie Inc | 38.6K | $8.4M | -270 | 2.7% |
…and 82 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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