Fund HoldingsPRENTISS SMITH & CO INC

Total Portfolio Value
$135.66M
Total Bought
$16.24M
Total Sold
$15.87M
Net Transaction
+$364.9K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HERSHEY CO(HSY)030,201+30,20106,0434.45%+6,043
ON HLDG AG(ONON)0145,951+145,95104,0602.99%+4,060
XYLEM INC(XYL)015,071+15,07101,3721.01%+1,372
TENNANT CO(TNC)66,64783,628+16,9815,4066,2014.57%+795
FISERV INC(FISV)06,522+6,52207370.54%+737
GORMAN RUPP CO(GRC)170,715170,71504,9225,6174.14%+695
ALCON AG(ALC)59,97772,618+12,6414,9255,5964.13%+671
ALPHABET INC(GOOG)56,50255,967-5356,8357,3795.44%+544
AGILENT TECHNOLOGIES INC(A)35,88843,016+7,1284,3164,8103.55%+495
REGENERON PHARMACEUTICALS(REGN)5,5885,435-1534,0154,4733.30%+458
ISHARES TR03,635+3,63503770.28%+377
ISHARES TR2,3363,251+9151,0411,3961.03%+355
METTLER TOLEDO INTERNATIONAL(MTD)0195+19502160.16%+216
CISCO SYS INC(CSCO)144,837143,344-1,4937,4947,7065.68%+212
REGENXBIO INC011,240+11,24001850.14%+185
EXXON MOBIL CORP13,49713,49701,4481,5871.17%+139
APPLE INC(AAPL)6,4147,854+1,4401,2441,3450.99%+101
AUTOMATIC DATA PROCESSING IN4,1754,125-509189920.73%+75
BERKSHIRE HATHAWAY INC DEL6,7636,775+122,3062,3731.75%+67
DANAHER CORPORATION(DHR)8,6268,606-202,0702,1351.57%+65
ABBVIE INC(ABBV)5,9105,675-2357968460.62%+50
BOOKING HOLDINGS INC(BKNG)10010002703080.23%+38
INTEL CORP(INTC)12,36912,36904144400.32%+26
META PLATFORMS INC(META)1,8301,83005255490.40%+24
PROGRESSIVE CORP(PGR)3,4293,42904544780.35%+24
INTERNATIONAL BUSINESS MACHS(IBM)1,7281,72802312420.18%+11
MASTERCARD INCORPORATED(MA)1,6051,60506316350.47%+4
NOVARTIS AG(NVS)52,49252,032-4605,2975,3003.91%+3
JPMORGAN CHASE & CO(JPM)1,9561,869-872842710.20%-13
ALLOT LTD14,87114,871047320.02%-15
REVVITY INC(RVTY)2,0132,01302392230.16%-16
WELLS FARGO CO NEW(WFC)9,5199,51904063890.29%-17
DISNEY WALT CO(DIS)3,5653,680+1153182980.22%-20
GENERAL MLS INC(GIS)4,7905,359+5693673430.25%-24
VISA INC(V)4,1624,183+219889620.71%-26
ISHARES TR7,6517,658+77166890.51%-27
VERIZON COMMUNICATIONS INC(VZ)6,7246,849+1252502220.16%-28
COCA COLA CO(KO)6,8776,661-2164143730.27%-41
ALBERTSONS COS INC43,55339,603-3,9509509010.66%-49
PEPSICO INC(PEP)4,5504,625+758437840.58%-59
GENERAL ELECTRIC CO(GE)3,9283,355-5734313710.27%-61
T-MOBILE US INC(TMUS)9,1908,674-5161,2761,2150.90%-62
WALGREENS BOOTS ALLIANCE INC10,14110,14102892260.17%-63
LINDSAY CORP(LNN)8,4578,033-4241,0099450.70%-64
JOHNSON OUTDOORS INC9,7109,663-475975280.39%-68
PFIZER INC(PFE)18,09217,823-2696645910.44%-72
AT&T INC(T)21,70818,112-3,5963462720.20%-74
MERCK & CO INC(MRK)4,0673,739-3284693850.28%-84
AMAZON COM INC(AMZN)5,5234,986-5377206340.47%-86
ADVANCED DRAIN SYS INC DEL(WMS)12,06211,285-7771,3721,2850.95%-88
PAYPAL HLDGS INC(PYPL)11,35311,270-837586590.49%-99
GENUINE PARTS CO(GPC)5,0005,00008467220.53%-124
PROCTER AND GAMBLE CO(PG)28,31728,512+1954,2974,1593.07%-138
SCHWAB CHARLES CORP(SCHW)62,00760,805-1,2023,5153,3382.46%-176
UNILEVER PLC(UL)63,03662,079-9573,2863,0672.26%-219
BECTON DICKINSON & CO(BDX)22,52822,106-4225,9485,7154.21%-233
SALESFORCE INC(CRM)18,23917,818-4213,8533,6132.66%-240
ALPHABET INC(GOOG)2,0200-2,0202420-242
MICROSOFT CORP(MSFT)9,9629,849-1133,3923,1102.29%-283
AVANGRID INC41,34841,174-1741,5581,2420.92%-316
ABBOTT LABS41,19441,801+6074,4914,0482.98%-443
AIR PRODS & CHEMS INC21,59221,142-4506,4675,9924.42%-476
JOHNSON & JOHNSON(JNJ)54,09353,682-4118,9538,3616.16%-593
EMCOR GROUP INC(EME)17,34312,231-5,1123,2052,5731.90%-631
UNION PAC CORP(UNP)6,4141,829-4,5851,3123720.27%-940
MSC INDL DIRECT INC(MSM)57,96434,103-23,8615,5233,3472.47%-2,176
FORD MTR CO DEL(F)468,0730-468,0737,0820-7,082
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