Fund Holdings — PRENTISS SMITH & CO INC

Total Portfolio Value
$177.12M
Total Bought
$8.69M
Total Sold
$17.54M
Net Transaction
-$8.85M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q2 2025
▲▼
Q3 2025
▲▼
Change
▲▼
Q2 2025
▲▼
Q3 2025
▲▼
Weight (%)
▲▼
Change
▲▼
PROGRESSIVE CORP(PGR)5,55723,094+17,5371,4835,7033.22%+4,220
ALPHABET INC(GOOG)47,58142,309-5,2728,44010,3045.82%+1,864
GORMAN RUPP CO(GRC)170,715170,71506,2697,9234.47%+1,654
BRADY CORP(BRC)57,99770,984+12,9873,9425,5393.13%+1,597
JOHNSON & JOHNSON(JNJ)42,42442,301-1236,4807,8434.43%+1,363
CHEWY INC(CHWY)027,055+27,05501,0940.62%+1,094
ATMUS FILTRATION TECHNOLOGIE(ATMU)107,817107,167-6503,9274,8322.73%+905
ADVANCED DRAIN SYS INC DEL(WMS)44,34043,179-1,1615,0935,9893.38%+896
ALLEGRO MICROSYSTEMS INC(ALGM)025,060+25,06007320.41%+732
BLACKROCK INC(BLK)5,2085,118-905,4645,9673.37%+502
EMCOR GROUP INC(EME)5,0624,903-1592,7083,1851.80%+477
WARBY PARKER INC(WRBY)69,33768,753-5841,5211,8961.07%+376
APPLE INC(AAPL)7,0097,00901,4381,7851.01%+347
BECTON DICKINSON & CO(BDX)22,42722,368-593,8634,1872.36%+324
AIRBNB INC01,910+1,91002320.13%+232
XYLEM INC(XYL)14,30414,083-2211,8502,0771.17%+227
NOVARTIS AG(NVS)29,33429,264-703,5503,7532.12%+203
ABBVIE INC(ABBV)4,2654,26507929880.56%+196
SCHWAB CHARLES CORP(SCHW)68,97667,938-1,0386,2936,4863.66%+193
NEW YORK TIMES CO(NYT)93,98894,976+9885,2615,4523.08%+190
AGILENT TECHNOLOGIES INC(A)15,35215,337-151,8121,9691.11%+157
TENNANT CO(TNC)39,55639,609+533,0653,2111.81%+146
UNION PAC CORP(UNP)21,29821,329+314,9005,0422.85%+141
INTEL CORP(INTC)11,93511,93502674000.23%+133
GE AEROSPACE(GE)2,8412,835-67318530.48%+122
GENUINE PARTS CO(GPC)5,0005,00006076930.39%+86
MSA SAFETY INC(MSA)22,87622,743-1333,8323,9132.21%+81
ISHARES TR8,3478,378+311,0581,1360.64%+79
REGENERON PHARMACEUTICALS(REGN)2,0892,076-131,0971,1670.66%+71
SPDR GOLD TR(GLD)1,3761,37604194890.28%+70
BERKSHIRE HATHAWAY INC DEL6,5256,436-893,1703,2361.83%+66
GE VERNOVA INC(GEV)69669603684280.24%+60
ISHARES GOLD TR(IAU)5,3915,39103363920.22%+56
EXXON MOBIL CORP11,32111,32101,2201,2760.72%+56
UBER TECHNOLOGIES INC(UBER)11,78711,78701,1001,1550.65%+55
HOLOGIC INC32,85032,302-5482,1412,1801.23%+40
PEPSICO INC(PEP)4,7254,625-1006246500.37%+26
ISHARES TR2,1682,16802522730.15%+21
TRI CONTL CORP(TY)7,6897,68902432610.15%+18
WELLS FARGO CO NEW(WFC)4,5604,56003653820.22%+17
JPMORGAN CHASE & CO.(JPM)1,2691,214-553683830.22%+15
MERCK & CO INC(MRK)2,9902,99002372510.14%+14
MASTERCARD INCORPORATED(MA)1,6051,60509029130.52%+11
PFIZER INC(PFE)15,82715,327-5003843910.22%+7
VERIZON COMMUNICATIONS INC(VZ)7,0617,06103063100.18%+5
ISHARES TR3,5703,57003933970.22%+4
AMAZON COM INC(AMZN)4,9864,98601,0941,0950.62%+1
GENERAL MLS INC(GIS)5,1775,17702682610.15%-7
META PLATFORMS INC(META)1,8101,796-141,3361,3190.74%-17
COCA COLA CO(KO)5,9155,91504183920.22%-26
DISNEY WALT CO(DIS)3,3153,31504113800.21%-32
MICROSOFT CORP(MSFT)20,05119,190-8619,9749,9395.61%-34
BOOKING HOLDINGS INC(BKNG)10010005795400.30%-39
INTERNATIONAL BUSINESS MACHS(IBM)1,8101,733-775344890.28%-45
AUTOMATIC DATA PROCESSING IN3,1253,12509649170.52%-47
VISA INC(V)4,0944,09401,4541,3980.79%-56
FIVE9 INC(FIVN)35,38134,787-5949378420.48%-95
COOPER COS INC(COO)48,68949,032+3433,4653,3621.90%-103
ALBERTSONS COS INC34,90434,306-5987516010.34%-150
BENTLEY SYS INC(BSY)63,43863,513+753,4243,2701.85%-154
ISHARES TR2,4732,033-4401,5351,3610.77%-175
PROCTER AND GAMBLE CO(PG)32,31832,312-65,1494,9652.80%-184
CISCO SYS INC(CSCO)142,066140,401-1,6659,8579,6065.42%-250
FISERV INC(FISV)6,2726,242-301,0818050.45%-277
ABBOTT LABS44,50143,016-1,4856,0535,7623.25%-291
QIAGEN NV(QGEN)84,25983,072-1,1874,0493,7122.10%-338
ON HLDG AG(ONON)66,31866,292-263,4522,8071.59%-644
SALESFORCE INC(CRM)23,72923,545-1846,4715,5803.15%-890
APPLIED MATLS INC34,0570-34,0576,2350—-6,235
Page 1 of 1