VAN STRUM & TOWNE INC.
CIK 1080173 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $366.8M
- Posiciones
- 111
- A fecha de
- 30 de junio de 2026
#4 591 de 9 443 por valor de 13F · top 48.6%
Valor de cartera interanual: +7.1% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 40,84%
- Peso de las 25 principales tenencias
- 70,95%
- Posiciones superiores al 1%
- 31
- Número efectivo de posiciones
- 37,6
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 1,67% Est. compras $5 916 490 · ventas $10 864 499
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 87,4% aún se mantiene
- Nuevas posiciones
- 3
- Aumentado
- 28
- Disminuido
- 35
- Cerrada
- 3
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Apuestas de alta convicción Las posiciones en las que este gestor está más concentrado.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
Technology
16,1%
Healthcare
12,9%
Industrials
9,0%
Communication Services
7,1%
Financial Services
4,7%
Financials
4,4%
Materials
2,6%
Consumer products
2,2%
Retail
1,7%
Consumer Staples
1,6%
Energy
1,2%
Consumer Discretionary
0,5%
Utilities
0,2%
Communications
0,1%
Logistics & Transportation
0,1%
Otro/No mapeado
35,8%
Cartera completa 111 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $25 645 278 | 6,99% | 510 557 | $818 829 | Subir ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $20 024 871 | 5,46% | 56 034 | $3 656 093 | Bajar ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $19 101 982 | 5,21% | 51 209 | $36 005 | Bajar ×6 | ||
| VOO | $13 746 130 | 3,75% | 20 014 | $1 693 880 | Bajar ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $13 663 825 | 3,73% | 172 894 | $-22 027 | Subir ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $12 452 375 | 3,39% | 38 042 | $1 339 892 | Subir ×1 | ||
| SCHI | $11 410 719 | 3,11% | 504 007 | $-121 494 | Bajar ×1 | ||
| JNJ Johnson & Johnson Common Stock | $11 335 190 | 3,09% | 44 632 | $408 233 | Bajar ×2 | ||
| AMGN Amgen Inc. - Common Stock | $11 316 250 | 3,09% | 31 250 | $304 400 | Bajar ×5 | ||
| ADP Automatic Data Processing, Inc. - Common Stock | $11 113 968 | 3,03% | 49 627 | $1 051 274 | Subir ×2 | ||
| ABBV AbbVie Inc. Common Stock | $9 505 301 | 2,59% | 37 773 | $1 105 095 | Bajar ×5 | ||
| ECL Ecolab Inc. Common Stock | $9 152 337 | 2,50% | 32 850 | $488 333 | Subir ×1 | ||
| IBM International Business Machines Corporation Common Stock | $8 601 371 | 2,35% | 30 587 | $1 134 420 | Bajar ×5 | ||
| SCHX | $8 518 252 | 2,32% | 289 441 | $1 830 617 | Subir ×4 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $8 473 324 | 2,31% | 24 847 | $4 521 916 | Subir ×3 | ||
| VTI | $8 077 247 | 2,20% | 21 828 | $1 094 940 | Subir ×2 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $7 644 795 | 2,08% | 92 496 | $-360 937 | Bajar ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $7 504 009 | 2,05% | 51 173 | $205 455 | Subir ×1 | ||
| EMR Emerson Electric Company Common Stock | $6 863 470 | 1,87% | 47 946 | $629 669 | Subir ×1 | ||
| LLY Eli Lilly and Company Common Stock | $6 811 563 | 1,86% | 5 679 | $1 246 034 | Bajar ×5 | ||
| SCHP | $6 444 853 | 1,76% | 243 202 | $157 921 | Subir ×4 | ||
| VXUS Vanguard Total International Stock ETF | $6 111 023 | 1,67% | 71 482 | $1 010 269 | Subir ×5 | ||
| XLE XLE | $5 611 391 | 1,53% | 105 656 | $-754 320 | Subir ×1 | ||
| COF Capital One Financial Corporation Common Stock | $5 583 255 | 1,52% | 27 830 | $514 072 | Subir ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $5 517 821 | 1,50% | 40 752 | $-702 321 | Subir ×1 | ||
| SCHJ | $5 392 181 | 1,47% | 218 661 | $136 882 | Subir ×6 | ||
| DIS Walt Disney Company (The) Common Stock | $4 814 329 | 1,31% | 50 019 | $-10 165 | Bajar ×5 | ||
| VWO | $4 567 479 | 1,25% | 76 520 | $408 547 | Bajar ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $4 184 016 | 1,14% | 22 642 | $1 181 896 | Bajar ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $3 988 051 | 1,09% | 3 745 | $1 278 191 | Bajar ×2 | ||
| CRM Salesforce, Inc. Common Stock | $3 802 139 | 1,04% | 24 270 | $-750 743 | Bajar ×1 | ||
| TXN Texas Instruments Incorporated - Common Stock | $3 451 651 | 0,94% | 11 580 | $1 195 744 | Bajar ×1 | ||
| AXP American Express Company Common Stock | $3 415 638 | 0,93% | 10 098 | $393 862 | Subir ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $3 324 201 | 0,91% | 8 800 | $630 845 | Subir ×6 | ||
| GE GE Aerospace Common Stock | $3 234 260 | 0,88% | 8 654 | $778 514 | |||
| STIP | $3 211 809 | 0,88% | 31 439 | $247 815 | Subir ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3 149 187 | 0,86% | 13 213 | $935 901 | Subir ×6 | ||
| MCO Moody's Corporation Common Stock | $3 117 449 | 0,85% | 6 883 | $114 740 | |||
| CVX Chevron Corporation Common Stock | $3 014 772 | 0,82% | 18 188 | $-801 184 | Bajar ×1 | ||
| HPQ HP Inc. Common Stock | $2 929 057 | 0,80% | 133 503 | $320 089 | Bajar ×6 | ||
| RTX RTX Corporation Common Stock | $2 666 845 | 0,73% | 14 056 | $-116 895 | Bajar ×5 | ||
| GEV GE Vernova Inc. Common Stock | $2 618 764 | 0,71% | 2 229 | $664 340 | Bajar ×1 | ||
| BRKB | $2 597 525 | 0,71% | 5 191 | $109 997 | |||
| IVV | $2 503 347 | 0,68% | 3 343 | $308 451 | Bajar ×6 | ||
| PFE Pfizer, Inc. Common Stock | $2 047 861 | 0,56% | 85 044 | $-340 176 | |||
| MA Mastercard Incorporated Common Stock | $1 733 400 | 0,47% | 3 375 | $47 047 | |||
| SCHV | $1 720 763 | 0,47% | 49 433 | $213 056 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $1 708 151 | 0,47% | 13 293 | $109 135 | |||
| INTC Intel Corporation - Common Stock | $1 384 153 | 0,38% | 9 913 | $926 304 | Bajar ×1 | ||
| AAPL Apple Inc. - Common Stock | $1 312 827 | 0,36% | 4 537 | $144 885 | Bajar ×1 | ||
| MAR Marriott International - Class A Common Stock | $1 224 800 | 0,33% | 3 305 | $143 833 | |||
| VTEC | $1 171 990 | 0,32% | 11 650 | $414 028 | Subir ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1 045 151 | 0,28% | 2 958 | $162 195 | Bajar ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $1 001 025 | 0,27% | 4 540 | $-71 687 | |||
| BMY Bristol-Myers Squibb Company Common Stock | $944 508 | 0,26% | 16 392 | $-49 667 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $821 181 | 0,22% | 1 790 | $25 705 | |||
| WFC Wells Fargo & Company Common Stock | $795 080 | 0,22% | 9 621 | $29 152 | |||
| WMT Walmart Inc. - Common Stock | $763 486 | 0,21% | 6 741 | $-74 286 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $763 107 | 0,21% | 5 277 | $137 096 | |||
| UNP Union Pacific Corporation Common Stock | $754 150 | 0,21% | 2 773 | $75 393 | Bajar ×1 | ||
| SCHR | $671 862 | 0,18% | 27 245 | $-6 811 | |||
| CAH Cardinal Health, Inc. Common Stock | $666 119 | 0,18% | 2 804 | $73 605 | |||
| ALL Allstate Corporation (The) Common Stock | $661 474 | 0,18% | 2 780 | $85 068 | |||
| MCD McDonald's Corporation Common Stock | $648 744 | 0,18% | 2 400 | $-97 152 | |||
| EW Edwards Lifesciences Corporation Common Stock | $640 548 | 0,17% | 7 081 | $73 501 | |||
| COST Costco Wholesale Corporation - Common Stock | $635 100 | 0,17% | 679 | $-9 458 | Subir ×1 | ||
| SCHE | $616 017 | 0,17% | 16 989 | $179 057 | Subir ×2 | ||
| BAC Bank of America Corporation Common Stock | $608 903 | 0,17% | 10 686 | $98 002 | Subir ×2 | ||
| HPE Hewlett Packard Enterprise Company Common Stock | $596 806 | 0,16% | 13 230 | $281 799 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $560 643 | 0,15% | 2 277 | $24 395 | Bajar ×1 | ||
| ADBE Adobe Inc. - Common Stock | $555 400 | 0,15% | 2 709 | $104 972 | Subir ×1 | ||
| CDNS Cadence Design Systems, Inc. - Common Stock | $549 844 | 0,15% | 1 465 | $113 032 | Bajar ×1 | ||
| VGT | $543 099 | 0,15% | 4 544 | $146 794 | Subir ×1 | ||
| PSX Phillips 66 Common Stock | $512 391 | 0,14% | 3 031 | $-39 797 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $492 440 | 0,13% | 4 000 | $-136 680 | |||
| GLW Corning Incorporated Common Stock | $485 317 | 0,13% | 1 900 | $220 175 | Bajar ×1 | ||
| TECH Bio-Techne Corp - Common Stock | $480 420 | 0,13% | 6 800 | $125 052 | |||
| ABT Abbott Laboratories Common Stock | $469 761 | 0,13% | 5 177 | $-61 762 | |||
| VDC | $464 509 | 0,13% | 2 060 | $-22 627 | Bajar ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $463 088 | 0,13% | 1 313 | $50 660 | Subir ×1 | ||
| WTFC Wintrust Financial Corporation - Common Stock | $461 267 | 0,13% | 2 870 | $62 509 | |||
| TRV The Travelers Companies, Inc. Common Stock | $430 477 | 0,12% | 1 304 | $50 126 | |||
| ITW Illinois Tool Works Inc. Common Stock | $430 048 | 0,12% | 1 590 | $16 186 | |||
| MS Morgan Stanley Common Stock | $410 764 | 0,11% | 1 965 | $25 670 | Bajar ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $392 771 | 0,11% | 945 | $137 063 | |||
| INTU Intuit Inc. - Common Stock | $387 846 | 0,11% | 1 486 | $-254 671 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $385 857 | 0,11% | 3 285 | $114 291 | Bajar ×5 | ||
| NVS Novartis AG Common Stock | $383 494 | 0,10% | 2 447 | $21 171 | Subir ×1 | ||
| FDX FedEx Corporation Common Stock | $382 645 | 0,10% | 1 222 | $-64 361 | Bajar ×1 | ||
| COP ConocoPhillips Common Stock | $381 846 | 0,10% | 3 673 | $-102 990 | |||
| IWM | $368 052 | 0,10% | 1 225 | $64 252 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $364 467 | 0,10% | 3 950 | $-6 754 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $363 918 | 0,10% | 2 875 | $-21 177 | Bajar ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $358 473 | 0,10% | 715 | $7 029 | |||
| NTRS Northern Trust Corporation - Common Stock | $356 372 | 0,10% | 2 050 | $70 253 | |||
| MMM 3M Company Common Stock | $343 250 | 0,09% | 2 120 | $35 362 | |||
| ZBRA Zebra Technologies Corporation - Class A Common Stock | $329 075 | 0,09% | 1 250 | $5 001 | Bajar ×1 | ||
| PPG PPG Industries, Inc. Common Stock | $309 896 | 0,08% | 2 555 | $36 817 | |||
| MDY | $302 437 | 0,08% | 430 | $37 230 | |||
| KMB Kimberly-Clark Corporation - Common Stock | $296 379 | 0,08% | 2 700 | $35 910 | |||
| Sin coincidencias | |||||||
Tenencias de convicción
Posiciones aumentadas durante 3 o más trimestres consecutivos.
Los recuentos de acciones se informan en las presentaciones 13F (no ajustados por división)
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| XOM | 30 de junio de 2026 | 45 510 | $7 721 199 | 22,5% |
| SPLB | 31 de marzo de 2026 | 266 938 | $6 027 460 | Ya no se rastrea |
| LQD | 31 de marzo de 2026 | 10 770 | $1 186 747 | Ya no se rastrea |
| SCHQ | 31 de marzo de 2026 | 34 681 | $1 099 388 | Ya no se rastrea |
| BRKA | 31 de marzo de 2026 | 1 | $754 800 | Ya no se rastrea |
| TIP | 31 de diciembre de 2025 | 6 405 | $712 364 | Ya no se rastrea |
| DFS | 30 de junio de 2025 | 2 170 | $370 419 | Ya no se rastrea |
| NTR | 31 de marzo de 2026 | 5 742 | $354 397 | -2,6% |
| SHEL | 30 de junio de 2025 | 4 630 | $339 287 | 34,4% |
| NVDA | 31 de marzo de 2025 | 2 000 | $268 580 | 102,2% |
| SHEL | 30 de junio de 2026 | 2 555 | $237 615 | 22,0% |
| TGT | 31 de marzo de 2025 | 1 720 | $232 510 | 53,6% |
| TROW | 31 de diciembre de 2025 | 2 200 | $225 808 | 9,9% |
| DHR | 31 de marzo de 2026 | 980 | $224 342 | 13,2% |
| GEHC | 31 de marzo de 2026 | 2 591 | $212 514 | 5,1% |
| EIX | 31 de marzo de 2025 | 2 649 | $211 497 | 26,5% |
| CMCSA | 30 de junio de 2026 | 7 310 | $209 871 | 8,5% |
| GEHC | 30 de junio de 2025 | 2 591 | $209 120 | 1,0% |
| EPD | 30 de junio de 2025 | 6 100 | $208 254 | 23,7% |
| DHR | 30 de junio de 2025 | 980 | $200 900 | 8,6% |
| CMF | 31 de marzo de 2025 | 3 500 | $200 480 | Ya no se rastrea |