Fund HoldingsPRENTISS SMITH & CO INC

Total Portfolio Value
$168.06M
Total Bought
$26.77M
Total Sold
$27.57M
Net Transaction
-$801.1K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)7,31320,051+12,7382,7459,9745.93%+7,228
BLACKROCK INC(BLK)05,208+5,20805,4643.25%+5,464
APPLIED MATLS INC7,66934,057+26,3881,1136,2353.71%+5,122
UNION PAC CORP(UNP)1,55121,298+19,7473664,9002.92%+4,534
SALESFORCE INC(CRM)16,40823,729+7,3214,4036,4713.85%+2,067
ISHARES TR08,347+8,34701,0580.63%+1,058
CISCO SYS INC(CSCO)143,481142,066-1,4158,8549,8575.86%+1,002
ALPHABET INC(GOOG)48,12847,581-5477,5198,4405.02%+921
BENTLEY SYS INC(BSY)64,17163,438-7332,5243,4242.04%+899
EMCOR GROUP INC(EME)5,1115,062-491,8892,7081.61%+818
SCHWAB CHARLES CORP(SCHW)69,98368,976-1,0075,4786,2933.74%+815
QIAGEN NV(QGEN)84,94884,259-6893,4114,0492.41%+639
NEW YORK TIMES CO(NYT)95,27593,988-1,2874,7265,2613.13%+536
PROGRESSIVE CORP(PGR)3,4295,557+2,1289701,4830.88%+513
ON HLDG AG(ONON)67,04766,318-7292,9453,4522.05%+507
MSA SAFETY INC(MSA)23,13622,876-2603,3943,8322.28%+439
WARBY PARKER INC(WRBY)66,61469,337+2,7231,2141,5210.90%+306
META PLATFORMS INC(META)1,8101,81001,0431,3360.79%+293
GORMAN RUPP CO(GRC)170,715170,71505,9926,2693.73%+277
UBER TECHNOLOGIES INC(UBER)11,78711,78708591,1000.65%+241
ADVANCED DRAIN SYS INC DEL(WMS)44,75944,340-4194,8635,0933.03%+230
GE AEROSPACE(GE)2,8412,84105697310.44%+163
GE VERNOVA INC(GEV)707696-112163680.22%+152
ISHARES TR2,4732,47301,3901,5350.91%+146
AMAZON COM INC(AMZN)4,9864,98609491,0940.65%+145
XYLEM INC(XYL)14,38214,304-781,7181,8501.10%+132
BOOKING HOLDINGS INC(BKNG)10010004615790.34%+118
ABBOTT LABS44,96544,501-4645,9656,0533.60%+88
INTERNATIONAL BUSINESS MACHS(IBM)1,8101,81004505340.32%+83
SPDR GOLD TR(GLD)1,1741,376+2023384190.25%+81
DISNEY WALT CO(DIS)3,5553,315-2403514110.24%+60
JPMORGAN CHASE & CO.(JPM)1,2691,26903113680.22%+57
WELLS FARGO CO NEW(WFC)4,5604,56003273650.22%+38
ISHARES TR2,1682,16802222520.15%+30
MASTERCARD INCORPORATED(MA)1,6051,60508809020.54%+22
VISA INC(V)4,0944,09401,4351,4540.86%+19
ISHARES GOLD TR(IAU)5,3915,39103183360.20%+18
GENUINE PARTS CO(GPC)5,0005,00005966070.36%+11
AUTOMATIC DATA PROCESSING IN3,1253,12509559640.57%+9
TRI CONTL CORP(TY)7,6897,68902362430.14%+8
INTEL CORP(INTC)11,93511,93502712670.16%-4
ISHARES TR3,5723,570-23973930.23%-4
COCA COLA CO(KO)5,9155,91504244180.25%-5
AGILENT TECHNOLOGIES INC(A)15,54215,352-1901,8181,8121.08%-6
VERIZON COMMUNICATIONS INC(VZ)7,0617,06103203060.18%-15
ATMUS FILTRATION TECHNOLOGIE(ATMU)107,321107,817+4963,9423,9272.34%-15
PFIZER INC(PFE)15,82715,82704013840.23%-17
FIVE9 INC(FIVN)35,76735,381-3869719370.56%-34
MERCK & CO INC(MRK)3,0902,990-1002772370.14%-41
GENERAL MLS INC(GIS)5,1785,177-13102680.16%-41
ALBERTSONS COS INC36,03534,904-1,1317927510.45%-42
PEPSICO INC(PEP)4,7254,72507086240.37%-85
ABBVIE INC(ABBV)4,2654,26508947920.47%-102
TENNANT CO(TNC)39,78139,556-2253,1733,0651.82%-108
APPLE INC(AAPL)7,0097,00901,5571,4380.86%-119
EXXON MOBIL CORP11,32111,32101,3461,2200.73%-126
BRADY CORP(BRC)57,88357,997+1144,0893,9422.35%-147
REVVITY INC(RVTY)2,0130-2,0132130-213
FISERV INC(FISV)5,9606,272+3121,3161,0810.64%-235
REGENERON PHARMACEUTICALS(REGN)2,1102,089-211,3381,0970.65%-241
BERKSHIRE HATHAWAY INC DEL6,5256,52503,4753,1701.89%-305
PROCTER AND GAMBLE CO(PG)32,33532,318-175,5115,1493.06%-362
COOPER COS INC(COO)49,20448,689-5154,1503,4652.06%-686
JOHNSON & JOHNSON(JNJ)43,96442,424-1,5407,2916,4803.86%-811
HOLOGIC INC48,39432,850-15,5442,9892,1411.27%-849
ISHARES TR8,4420-8,4429700-970
BIO-TECHNE CORP(TECH)20,9630-20,9631,2290-1,229
BECTON DICKINSON & CO(BDX)22,72422,427-2975,2053,8632.30%-1,342
NOVARTIS AG(NVS)47,89229,334-18,5585,3393,5502.11%-1,789
HERSHEY CO(HSY)28,4580-28,4584,8670-4,867
ALCON AG(ALC)70,5510-70,5516,6970-6,697
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