Fund HoldingsPRENTISS SMITH & CO INC

Total Portfolio Value
$152.75M
Total Bought
$6.13M
Total Sold
$16.70M
Net Transaction
-$10.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
BENTLEY SYS INC(BSY)063,856+63,85602,9821.95%+2,982
BRADY CORP(BRC)36,28154,509+18,2282,7804,0252.64%+1,245
ALPHABET INC(GOOG)49,29948,334-9658,2429,2056.03%+962
SALESFORCE INC(CRM)16,61716,462-1554,5485,5043.60%+956
CISCO SYS INC(CSCO)144,722143,248-1,4747,7028,4805.55%+778
NEUROCRINE BIOSCIENCES INC(NBIX)04,763+4,76306500.43%+650
SCHWAB CHARLES CORP(SCHW)56,55156,630+793,6654,1912.74%+526
WARBY PARKER INC(WRBY)68,09766,642-1,4551,1121,6131.06%+501
FIVE9 INC(FIVN)35,44435,389-551,0181,4380.94%+420
ON HLDG AG(ONON)67,17167,084-873,3693,6742.41%+306
VISA INC(V)4,2254,22501,1621,3350.87%+174
ATMUS FILTRATION TECHNOLOGIE(ATMU)107,750107,629-1214,0444,2172.76%+173
AMAZON COM INC(AMZN)4,9864,98609291,0940.72%+165
FISERV INC(FISV)5,9575,976+191,0701,2280.80%+157
APPLE INC(AAPL)7,1747,009-1651,6721,7551.15%+84
BOOKING HOLDINGS INC(BKNG)10010004214970.33%+76
WELLS FARGO CO NEW(WFC)4,5604,56002583200.21%+63
GE VERNOVA INC(GEV)83583502132750.18%+62
MASTERCARD INCORPORATED(MA)1,6051,60507938450.55%+53
AUTOMATIC DATA PROCESSING IN3,1253,12508659150.60%+50
ALBERTSONS COS INC35,90536,035+1306647080.46%+44
DISNEY WALT CO(DIS)3,6803,555-1253543960.26%+42
JPMORGAN CHASE & CO.(JPM)1,2691,26902683040.20%+37
CAMTEK LTD(CAMT)2,5142,786+2722012250.15%+24
META PLATFORMS INC(META)1,8101,81001,0361,0600.69%+24
ISHARES TR7,9617,936-259589650.63%+7
AT&T INC(T)14,94614,637-3093293330.22%+4
ISHARES TR2,1682,16802362390.16%+3
ISHARES GOLD TR(IAU)5,3285,32802652640.17%-1
INTERNATIONAL BUSINESS MACHS(IBM)1,8101,81004003980.26%-2
TRI CONTL CORP(TY)7,6897,68902542440.16%-10
ISHARES TR3,5723,57203953810.25%-14
QIAGEN NV(QGEN)85,98687,583+1,5973,9183,9002.55%-18
VERIZON COMMUNICATIONS INC(VZ)6,8797,061+1823092820.18%-27
UNION PAC CORP(UNP)1,6751,67504133820.25%-31
REVVITY INC(RVTY)2,0132,01302572250.15%-32
PFIZER INC(PFE)15,82715,82704584200.27%-38
INTEL CORP(INTC)11,93511,93502802390.16%-41
MERCK & CO INC(MRK)3,0903,09003513070.20%-44
LINDSAY CORP(LNN)7,3717,378+79198730.57%-46
PROGRESSIVE CORP(PGR)3,4293,42908708220.54%-49
GENERAL MLS INC(GIS)5,1965,178-183843300.22%-54
COCA COLA CO(KO)5,9155,91504253680.24%-57
ABBOTT LABS57,68257,583-996,5766,5134.26%-63
GE AEROSPACE(GE)2,9702,97005604950.32%-65
ISHARES TR2,5672,387-1801,4811,4050.92%-76
PEPSICO INC(PEP)4,7254,72508037180.47%-85
ABBVIE INC(ABBV)4,5004,50008898000.52%-89
EXXON MOBIL CORP11,32111,32101,3271,2180.80%-109
GENUINE PARTS CO(GPC)5,0005,00006985840.38%-115
BERKSHIRE HATHAWAY INC DEL6,7556,555-2003,1092,9711.95%-138
BIO-TECHNE CORP(TECH)20,85220,890+381,6671,5050.99%-162
GORMAN RUPP CO(GRC)170,715170,71506,6496,4744.24%-176
XYLEM INC(XYL)14,12014,270+1501,9071,6561.08%-251
MSA SAFETY INC(MSA)23,09323,066-274,0953,8242.50%-272
AGILENT TECHNOLOGIES INC(A)16,05415,611-4432,3842,0971.37%-287
ADVANCED DRAIN SYS INC DEL(WMS)6,8946,851-431,0837920.52%-291
BECTON DICKINSON & CO(BDX)22,70122,681-205,4735,1463.37%-328
NEW YORK TIMES CO(NYT)94,56994,465-1045,2654,9173.22%-348
EMCOR GROUP INC(EME)6,7925,596-1,1962,9242,5401.66%-384
HOLOGIC INC48,69648,658-383,9673,5082.30%-459
UNILEVER PLC(UL)56,07956,066-133,6433,1792.08%-464
MICROSOFT CORP(MSFT)8,4297,318-1,1113,6273,0852.02%-542
TENNANT CO(TNC)39,61539,563-523,8053,2262.11%-579
HERSHEY CO(HSY)28,66928,625-445,4984,8483.17%-650
REGENERON PHARMACEUTICALS(REGN)2,0372,035-22,1411,4500.95%-692
PROCTER AND GAMBLE CO(PG)31,30228,191-3,1115,4224,7263.09%-695
NOVARTIS AG(NVS)48,35748,350-75,5624,7053.08%-857
ALCON AG(ALC)71,60071,363-2377,1656,0583.97%-1,107
JOHNSON & JOHNSON(JNJ)47,84044,304-3,5367,7536,4074.19%-1,346
MSC INDL DIRECT INC(MSM)32,9460-32,9462,8350-2,835
Page 1 of 1