DOSSIER · 13F-HR · Q1 2026

SEARLE & CO.

SEARLE &'s asset manager based in Omaha, NE $398M in tracked AUM across 194 positions as of Q1 2026.

S&
SEARLE &·Omaha, NE·Asset Manager
CIK 0000710127 · last filed Mar 31, 2026
Total AUM
$398M
7.5%
vs prior
Holdings
194
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SEARLE & CO. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$23M91K5.8%
02
MSFT
MICROSOFT CORP
$15M40K3.7%
03
CAT
CATERPILLAR INC
$14M20K3.5%
04
XOM
EXXON MOBIL CORP
$14M80K3.4%
05
AXP
AMERICAN EXPRESS CO
$13M42K3.2%
06
ABBV
ABBVIE INC
$10M48K2.6%
07
JNJ
JOHNSON & JOHNSON
$10M39K2.4%
08
PM
PHILIP MORRIS INTL INC
$9M56K2.3%
09
BAC
BANK AMERICA CORP
$9M188K2.3%
10
PANW
PALO ALTO NETWORKS INC
$9M57K2.3%

Filing history

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