Fund HoldingsVAN STRUM & TOWNE INC.

Total Portfolio Value
$284.21M
Total Bought
$15.25M
Total Sold
$20.98M
Net Transaction
-$5.73M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SALESFORCE INC(CRM)22,94323,109+1666,2807,7262.72%+1,446
ALPHABET INC(GOOG)059,902+59,902011,3393.99%+11,339
SCHWAB STRATEGIC TR42,015135,546+93,5311,9392,9921.05%+1,052
JPMORGAN CHASE & CO.(JPM)38,62438,129-4958,1449,1403.22%+996
DISNEY WALT CO(DIS)50,33550,998+6634,8425,6792.00%+837
EMERSON ELEC CO(EMR)46,31846,659+3415,0665,7822.03%+717
CAPITAL ONE FINL CORP(COF)26,16125,651-5103,9174,5741.61%+657
ABBVIE INC(ABBV)31,69638,892+7,1966,2596,9112.43%+652
AMAZON COM INC(AMZN)6,6688,263+1,5951,2421,8130.64%+570
AMERICAN EXPRESS CO(AXP)7,1408,240+1,1001,9362,4460.86%+509
BROADCOM INC(AVGO)5,1205,935+8158831,3760.48%+493
SCHWAB STRATEGIC TR52,760126,085+73,3252,6173,0731.08%+456
INTERNATIONAL BUSINESS MACHS(IBM)26,81628,946+2,1305,9286,3632.24%+435
ELI LILLY & CO(LLY)05,879+5,87904,5391.60%+4,539
SCHWAB STRATEGIC TR77,388243,563+166,1755,2515,6461.99%+395
MOODYS CORP(MCO)4,0004,750+7501,8982,2490.79%+350
QUALCOMM INC(QCOM)016,847+16,84702,5880.91%+2,588
ALPHABET INC(GOOG)01,560+1,56002970.10%+297
ADOBE INC(ADBE)1,6932,615+9228771,1630.41%+286
NVIDIA CORPORATION(NVDA)02,000+2,00002690.09%+269
PRICE T ROWE GROUP INC(TROW)02,230+2,23002520.09%+252
WELLS FARGO CO NEW(WFC)7,6399,639+2,0004326770.24%+246
CISCO SYS INC(CSCO)04,055+4,05502400.08%+240
COLGATE PALMOLIVE CO(CL)02,534+2,53402300.08%+230
BERKSHIRE HATHAWAY INC DEL3,1813,681+5001,4641,6690.59%+204
APPLE INC(AAPL)5,0225,472+4501,1701,3700.48%+200
LOWES COS INC(LOW)1,6402,540+9004446270.22%+183
CHEVRON CORP NEW(CVX)15,90717,324+1,4172,3432,5090.88%+167
GE VERNOVA INC(GEV)2,2352,23505707350.26%+165
ABBOTT LABS3,8275,177+1,3504365860.21%+149
VANGUARD INDEX FDS24,23724,171-666,8637,0052.46%+142
ILLINOIS TOOL WKS INC(ITW)1,0901,590+5002864030.14%+118
MARRIOTT INTL INC NEW(MAR)3,8553,85509581,0750.38%+117
BRISTOL-MYERS SQUIBB CO(BMY)16,64217,092+4508619670.34%+106
AUTOMATIC DATA PROCESSING IN54,49851,880-2,61815,08115,1875.34%+106
AMERIPRISE FINL INC(AMP)1,0001,040+404705540.19%+84
EDWARDS LIFESCIENCES CORP6,8087,134+3264495280.19%+79
PNC FINL SVCS GROUP INC(PNC)1,2521,602+3502313090.11%+78
CARDINAL HEALTH INC(CAH)2,3042,804+5002553320.12%+77
BANK AMERICA CORP9,82410,574+7503904650.16%+75
WALMART INC(WMT)6,7416,849+1085446190.22%+74
MASTERCARD INCORPORATED(MA)2,0002,00009881,0530.37%+66
META PLATFORMS INC(META)386486+1002212850.10%+64
SCHWAB STRATEGIC TR30,95636,306+5,3501,0831,1410.40%+58
3M CO(MMM)1,6202,120+5002212740.10%+52
CATERPILLAR INC(CAT)2,6452,995+3501,0351,0860.38%+52
WINTRUST FINL CORP(WTFC)2,8702,87003113580.13%+46
SCHWAB CHARLES CORP(SCHW)3,9503,95002562920.10%+36
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)1,0001,050+503704060.14%+35
BANK NEW YORK MELLON CORP5,3775,37703864130.15%+27
SCHWAB STRATEGIC TR12,35339,083+26,7309931,0190.36%+26
CADENCE DESIGN SYSTEM INC(CDNS)1,8241,732-924945200.18%+26
BIO-TECHNE CORP(TECH)4,0004,800+8003203460.12%+26
HEWLETT PACKARD ENTERPRISE C(HPE)14,92515,325+4003053270.12%+22
VANGUARD WORLD FD
INF TECH ETF
60360303543750.13%+21
EXXON MOBIL CORP41,87945,802+3,9234,9094,9271.73%+18
INTUIT(INTU)1,4861,48609239340.33%+11
FEDEX CORP(FDX)1,2901,29003533630.13%+10
KIMBERLY-CLARK CORP(KMB)2,7003,000+3003843930.14%+9
TRAVELERS COMPANIES INC(TRV)1,3041,30403053140.11%+9
ALLSTATE CORP(ALL)1,7801,78003383430.12%+6
NOVARTIS AG(NVS)1,9722,372+4002272310.08%+4
ISHARES TR1,2251,22502712710.10%0
SPDR S&P MIDCAP 400 ETF TR(MDY)43043002452450.09%-0
VANGUARD WORLD FD
CONSUM STP ETF
2,1692,16904744580.16%-15
EDISON INTL(EIX)2,6492,64902312110.07%-19
COSTCO WHSL CORP NEW(COST)777727-506896660.23%-23
SCHWAB STRATEGIC TR30,12461,598+31,4741,6161,5910.56%-24
COMCAST CORP NEW(CCZ)7,5247,596+723142850.10%-29
HOME DEPOT INC(HD)1,3571,336-215505200.18%-30
COCA COLA CO(KO)3,2463,24602332020.07%-31
INTERCONTINENTAL EXCHANGE IN(ICE)3,0003,00004824470.16%-35
MCDONALDS CORP(MCD)2,4002,40007316960.24%-35
TARGET CORP(TGT)1,7201,72002682330.08%-36
GE HEALTHCARE TECHNOLOGIES I(GEHC)2,6152,601-142452030.07%-42
PPG INDS INC(PPG)2,6252,555-703483050.11%-43
DANAHER CORPORATION(DHR)98098002722250.08%-48
UNION PAC CORP(UNP)2,8532,85307036510.23%-53
MERCK & CO INC(MRK)7,7938,293+5008858250.29%-60
PFIZER INC(PFE)66,02969,684+3,6551,9111,8490.65%-62
THERMO FISHER SCIENTIFIC INC(TMO)74574504613880.14%-73
UNITEDHEALTH GROUP INC(UNH)94594505534780.17%-74
PHILLIPS 66(PSX)3,3813,031-3504443450.12%-99
SELECT SECTOR SPDR TR
ST STR ENERG ETF
52,69752,740+434,6274,5181.59%-109
ISHARES TR12,03411,427-6071,3601,2210.43%-139
PROCTER AND GAMBLE CO(PG)50,88951,659+7708,8148,6613.05%-153
ISHARES TR6,1003,500-2,6003542000.07%-154
RTX CORPORATION(RTX)15,93915,339-6001,9311,7750.62%-156
CONOCOPHILLIPS(COP)5,1733,873-1,3005453840.14%-161
ISHARES TR4,9064,517-3892,8292,6590.94%-170
SCHWAB STRATEGIC TR4,0250-4,0252040-204
GE AEROSPACE(GE)8,9758,875-1001,6931,4800.52%-212
VANGUARD INTL EQUITY INDEX F72,21973,569+1,3503,4563,2401.14%-216
ISHARES TR6,9054,905-2,0007635230.18%-240
NUTRIEN LTD(NTR)12,4667,658-4,8085993430.12%-256
TEXAS INSTRS INC(TXN)10,2459,880-3652,1161,8530.65%-264
SCHLUMBERGER LTD(SLB)048,350+48,35001,8540.65%+1,854
ISHARES TR11,1750-11,1753710-371
HP INC(HPQ)139,390138,410-9805,0004,5161.59%-484
SPDR SER TR
ST LONG BD ETF
201,447191,618-9,8294,8674,2601.50%-607
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