Fund HoldingsPRENTISS SMITH & CO INC

Total Portfolio Value
$154.28M
Total Bought
$18.86M
Total Sold
$19.04M
Net Transaction
-$180.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
COOPER COS INC(COO)049,204+49,20404,1502.69%+4,150
ADVANCED DRAIN SYS INC DEL(WMS)6,85144,759+37,9087924,8633.15%+4,071
QIAGEN NV(QGEN)084,948+84,94803,4112.21%+3,411
SCHWAB CHARLES CORP(SCHW)56,63069,983+13,3534,1915,4783.55%+1,287
APPLIED MATLS INC07,669+7,66901,1130.72%+1,113
JOHNSON & JOHNSON(JNJ)44,30443,964-3406,4077,2914.73%+884
UBER TECHNOLOGIES INC(UBER)011,787+11,78708590.56%+859
PROCTER AND GAMBLE CO(PG)28,19132,335+4,1444,7265,5113.57%+784
ALCON AG(ALC)71,36370,551-8126,0586,6974.34%+639
NOVARTIS AG(NVS)48,35047,892-4584,7055,3393.46%+634
BERKSHIRE HATHAWAY INC DEL6,5556,525-302,9713,4752.25%+504
CISCO SYS INC(CSCO)143,248143,481+2338,4808,8545.74%+374
SPDR GOLD TR(GLD)01,174+1,17403380.22%+338
ISHARES TR02,168+2,16802220.14%+222
PROGRESSIVE CORP(PGR)3,4293,42908229700.63%+149
EXXON MOBIL CORP11,32111,32101,2181,3460.87%+129
VISA INC(V)4,2254,094-1311,3351,4350.93%+100
ABBVIE INC(ABBV)4,5004,265-2358008940.58%+94
FISERV INC(FISV)5,9765,960-161,2281,3160.85%+89
ALBERTSONS COS INC36,03536,03507087920.51%+85
GE AEROSPACE(GE)2,9702,841-1294955690.37%+73
BRADY CORP(BRC)54,50957,883+3,3744,0254,0892.65%+63
XYLEM INC(XYL)14,27014,382+1121,6561,7181.11%+62
BECTON DICKINSON & CO(BDX)22,68122,724+435,1465,2053.37%+60
COCA COLA CO(KO)5,9155,91503684240.27%+55
ISHARES GOLD TR(IAU)5,3285,391+632643180.21%+54
INTERNATIONAL BUSINESS MACHS(IBM)1,8101,81003984500.29%+52
AUTOMATIC DATA PROCESSING IN3,1253,12509159550.62%+40
VERIZON COMMUNICATIONS INC(VZ)7,0617,06102823200.21%+38
MASTERCARD INCORPORATED(MA)1,6051,60508458800.57%+35
INTEL CORP(INTC)11,93511,93502392710.18%+32
HERSHEY CO(HSY)28,62528,458-1674,8484,8673.15%+20
ISHARES TR3,5723,57203813970.26%+16
GENUINE PARTS CO(GPC)5,0005,00005845960.39%+12
JPMORGAN CHASE & CO.(JPM)1,2691,26903043110.20%+7
WELLS FARGO CO NEW(WFC)4,5604,56003203270.21%+7
ISHARES TR7,9368,442+5069659700.63%+5
TRI CONTL CORP(TY)7,6897,68902442360.15%-8
PEPSICO INC(PEP)4,7254,72507187080.46%-10
REVVITY INC(RVTY)2,0132,01302252130.14%-12
UNION PAC CORP(UNP)1,6751,551-1243823660.24%-16
ISHARES TR2,3872,473+861,4051,3900.90%-16
META PLATFORMS INC(META)1,8101,81001,0601,0430.68%-17
PFIZER INC(PFE)15,82715,82704204010.26%-19
GENERAL MLS INC(GIS)5,1785,17803303100.20%-21
MERCK & CO INC(MRK)3,0903,09003072770.18%-30
BOOKING HOLDINGS INC(BKNG)10010004974610.30%-36
DISNEY WALT CO(DIS)3,5553,55503963510.23%-45
TENNANT CO(TNC)39,56339,781+2183,2263,1732.06%-53
GE VERNOVA INC(GEV)835707-1282752160.14%-59
REGENERON PHARMACEUTICALS(REGN)2,0352,110+751,4501,3380.87%-111
AMAZON COM INC(AMZN)4,9864,98601,0949490.61%-145
NEW YORK TIMES CO(NYT)94,46595,275+8104,9174,7263.06%-191
APPLE INC(AAPL)7,0097,00901,7551,5571.01%-198
CAMTEK LTD(CAMT)2,7860-2,7862250-225
ISHARES TR2,1680-2,1682390-239
ATMUS FILTRATION TECHNOLOGIE(ATMU)107,629107,321-3084,2173,9422.56%-275
BIO-TECHNE CORP(TECH)20,89020,963+731,5051,2290.80%-276
AGILENT TECHNOLOGIES INC(A)15,61115,542-692,0971,8181.18%-279
AT&T INC(T)14,6370-14,6373330-333
MICROSOFT CORP(MSFT)7,3187,313-53,0852,7451.78%-339
WARBY PARKER INC(WRBY)66,64266,614-281,6131,2140.79%-399
MSA SAFETY INC(MSA)23,06623,136+703,8243,3942.20%-430
BENTLEY SYS INC(BSY)63,85664,171+3152,9822,5241.64%-458
FIVE9 INC(FIVN)35,38935,767+3781,4389710.63%-467
GORMAN RUPP CO(GRC)170,715170,71506,4745,9923.88%-481
HOLOGIC INC48,65848,394-2643,5082,9891.94%-518
ABBOTT LABS57,58344,965-12,6186,5135,9653.87%-549
NEUROCRINE BIOSCIENCES INC(NBIX)4,7630-4,7636500-650
EMCOR GROUP INC(EME)5,5965,111-4852,5401,8891.22%-651
ON HLDG AG(ONON)67,08467,047-373,6742,9451.91%-729
LINDSAY CORP(LNN)7,3780-7,3788730-873
SALESFORCE INC(CRM)16,46216,408-545,5044,4032.85%-1,100
ALPHABET INC(GOOG)48,33448,128-2069,2057,5194.87%-1,686
UNILEVER PLC(UL)56,0660-56,0663,1790-3,179
QIAGEN NV(QGEN)87,5830-87,5833,9000-3,900
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