Fund HoldingsSEARLE & CO.

Total Portfolio Value
$350.86M
Total Bought
$17.44M
Total Sold
$11.31M
Net Transaction
+$6.13M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
PHILIP MORRIS INTL INC(PM)57,37457,777+4036,9059,1712.61%+2,266
ABBVIE INC(ABBV)047,577+47,57709,9682.84%+9,968
VIPER ENERGY INC(VNOM)030,000+30,00001,3550.39%+1,355
UNITED RENTALS INC(URI)01,875+1,87501,1750.33%+1,175
EXXON MOBIL CORP077,467+77,46709,2132.63%+9,213
INTERNATIONAL BUSINESS MACHS(IBM)030,195+30,19507,5082.14%+7,508
JOHNSON & JOHNSON(JNJ)038,545+38,54506,3921.82%+6,392
VISA INC(V)24,55524,55507,7608,6062.45%+845
RTX CORPORATION(RTX)049,422+49,42206,5461.87%+6,546
NEXTERA ENERGY INC(NEE)17,32427,904+10,5801,2421,9780.56%+736
BERKSHIRE HATHAWAY INC DEL9,3899,367-224,2564,9891.42%+733
CVS HEALTH CORP(CVS)030,130+30,13002,0410.58%+2,041
YUM BRANDS INC(YUM)026,940+26,94004,2391.21%+4,239
HESS CORP024,750+24,75003,9531.13%+3,953
TARGA RES CORP(TRGP)26,00026,00004,6415,2121.49%+571
NORTHROP GRUMMAN CORP(NOC)06,891+6,89103,5281.01%+3,528
AMERICAN ELEC PWR CO INC017,378+17,37801,8990.54%+1,899
MCDONALDS CORP(MCD)22,02522,02506,3856,8801.96%+495
BRISTOL-MYERS SQUIBB CO(BMY)84,51084,51004,7805,1541.47%+374
AMGEN INC(AMGN)06,946+6,94602,1640.62%+2,164
ABBOTT LABS15,20015,450+2501,7192,0490.58%+330
ROYALTY PHARMA PLC(RPRX)057,500+57,50001,7900.51%+1,790
BLACKROCK ETF TRUST
ISHARES GOVT MON
03,000+3,00003010.09%+301
EQUITABLE HLDGS INC59,46759,46702,8053,0980.88%+293
SOUTHERN CO(SO)5,7508,250+2,5004737590.22%+285
ASTRAZENECA PLC(AZN)035,350+35,35002,5980.74%+2,598
CHEVRON CORP NEW(CVX)10,83510,83501,5691,8130.52%+243
AT&T INC(T)43,00043,012+129791,2160.35%+237
GILEAD SCIENCES INC(GILD)02,050+2,05002300.07%+230
ADAM NAT RES FD INC09,302+9,30202120.06%+212
AMERICAN WTR WKS CO INC NEW01,400+1,40002070.06%+207
AUTOMATIC DATA PROCESSING IN14,97014,97004,3824,5741.30%+192
ELI LILLY & CO(LLY)03,355+3,35502,7710.79%+2,771
BANK NEW YORK MELLON CORP22,83722,83701,7551,9150.55%+161
3M CO(MMM)1,5872,487+9002053650.10%+160
CISCO SYS INC(CSCO)57,36057,36003,3963,5401.01%+144
VIATRIS INC(VTRS)016,017+16,01701400.04%+140
ALTRIA GROUP INC(MO)17,90517,912+79361,0750.31%+139
GE AEROSPACE(GE)03,691+3,69107390.21%+739
WEC ENERGY GROUP INC(WEC)8,2008,20007718940.25%+123
MONDELEZ INTL INC(MDLZ)013,100+13,10008890.25%+889
IMPERIAL OIL LTD(IMO)010,000+10,00007230.21%+723
PROCTER AND GAMBLE CO(PG)037,701+37,70106,4251.83%+6,425
VERIZON COMMUNICATIONS INC(VZ)026,274+26,27401,1920.34%+1,192
MPLX LP(MPLX)17,40017,40008339310.27%+98
ENTERPRISE PRODS PARTNERS L(EPD)35,39735,39701,1101,2080.34%+98
DARDEN RESTAURANTS INC(DRI)4,5004,50008409350.27%+95
JPMORGAN CHASE & CO.(JPM)016,688+16,68804,0941.17%+4,094
ELEVANCE HEALTH INC(ELV)02,606+2,60601,1340.32%+1,134
COCA COLA CO(KO)09,523+9,52306820.19%+682
CORTEVA INC(CTVA)014,495+14,49509120.26%+912
REPUBLIC SVCS INC(RSG)2,0002,00004024840.14%+82
TRAVELERS COMPANIES INC(TRV)3,3043,30407968740.25%+78
CHENIERE ENERGY PARTNERS LP(CQP)6,0006,00003193960.11%+78
PHILLIPS 66(PSX)08,025+8,02509910.28%+991
SONY GROUP CORP(SONY)17,30017,30003664390.13%+73
NEWMONT CORP(NEM)06,427+6,42703100.09%+310
CASELLA WASTE SYS INC(CWST)12,40012,40001,3121,3830.39%+71
CONOCOPHILLIPS(COP)012,080+12,08001,2690.36%+1,269
COSTCO WHSL CORP NEW(COST)2,2842,28402,0932,1600.62%+67
CHURCH & DWIGHT CO INC(CHD)11,62411,62401,2171,2800.36%+63
TRANE TECHNOLOGIES PLC(TT)8001,050+2502953540.10%+58
HERON THERAPEUTICS INC086,250+86,25001900.05%+190
DUKE ENERGY CORP NEW(DUK)3,9113,91104214770.14%+56
FRESENIUS MEDICAL CARE AG(FMS)23,28823,28805275800.17%+53
UNION PAC CORP(UNP)06,245+6,24501,4750.42%+1,475
SPDR GOLD TR(GLD)1,1001,10002663170.09%+51
KIMBERLY-CLARK CORP(KMB)04,310+4,31006130.17%+613
NUCOR CORP(NUE)045,383+45,38305,4611.56%+5,461
COLGATE PALMOLIVE CO(CL)017,012+17,01201,5940.45%+1,594
CENTERPOINT ENERGY INC(CNP)10,33410,33403283740.11%+47
QUEST DIAGNOSTICS INC(DGX)2,5002,50003774230.12%+46
TENET HEALTHCARE CORP(THC)05,500+5,50007400.21%+740
HUNTINGTON INGALLS INDS INC(HII)02,126+2,12604340.12%+434
EOG RES INC(EOG)5,6005,60006867180.20%+32
PAYCHEX INC(PAYX)2,2002,20003083390.10%+31
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,8183,81803273570.10%+30
ISHARES TR04,269+4,26903490.10%+349
UNILEVER PLC(UL)07,500+7,50004470.13%+447
ISHARES TR010,086+10,08604410.13%+441
NOKIA CORP(NOK)28,22327,223-1,0001251430.04%+18
MICRON TECHNOLOGY INC(MU)06,046+6,04605250.15%+525
ALPS ETF TR
ALERIAN MLP
4,3374,33702092250.06%+16
VALERO ENERGY CORP(VLO)1,6581,65802032190.06%+16
NETFLIX INC(NFLX)32032002852980.09%+13
MARATHON PETE CORP(MPC)02,098+2,09803060.09%+306
WELLS FARGO CO NEW(WFC)5,8875,88704144230.12%+9
INTEL CORP(INTC)018,107+18,10704110.12%+411
DOMINION ENERGY INC(D)3,9373,93702122210.06%+9
NORFOLK SOUTHN CORP(NSC)03,797+3,79708990.26%+899
VISTA GOLD CORP27,00027,000015220.01%+7
SELECT SECTOR SPDR TR
ST STR FINL ETF
4,2014,20102032090.06%+6
TMC THE METALS COMPANY INC(TMC)10,00010,000011170.00%+6
GENUINE PARTS CO(GPC)02,409+2,40902870.08%+287
FORD MTR CO(F)040,000+40,00004010.11%+401
FIRSTENERGY CORP(FE)07,121+7,12102880.08%+288
WELLS FARGO CO NEW(WFC)63763707617650.22%+4
ISHARES TR
TRS FLT RT BD
4,2004,20002122130.06%+1
QUALCOMM INC(QCOM)017,600+17,60002,7040.77%+2,704
UNITED PARCEL SERVICE INC(UPS)017,045+17,04501,8750.53%+1,875
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