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Latest VAN STRUM & TOWNE INC. Stock Portfolio

VAN STRUM & TOWNE INC. Performance:
2025 Q3: 3.42%YTD: -69.35%2024: 2473.32%
Performance for 2025 Q3 is 3.42%, and YTD is -69.35%, and 2024 is 2473.32%.

About VAN STRUM & TOWNE INC. and 13F Hedge Fund Stock Holdings

VAN STRUM & TOWNE INC. is a hedge fund based in SAN FRANCISCO, CA. On 29-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $347.9 Millions. In it's latest 13F Holdings report, VAN STRUM & TOWNE INC. reported an equity portfolio of $340.4 Millions as of 30 Sep, 2025.

The top stock holdings of VAN STRUM & TOWNE INC. are MSFT, VTIP, ADP. The fund has invested 8.3% of it's portfolio in MICROSOFT CORP and 6.6% of portfolio in VANGUARD MALVERN FDS.

They significantly reduced their stock positions in CISCO SYS INC (CSCO), VANGUARD SCOTTSDALE FDS (BNDW) and NUTRIEN LTD. VAN STRUM & TOWNE INC. opened new stock positions in PALO ALTO NETWORKS INC (PANW). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB STRATEGIC TR (FNDA), VANGUARD STAR FDS (VXUS) and VANGUARD SCOTTSDALE FDS (BNDW).

VAN STRUM & TOWNE INC. Annual Return Estimates Vs S&P 500

Our best estimate is that VAN STRUM & TOWNE INC. made a return of 3.42% in the last quarter. In trailing 12 months, it's portfolio return was 613.23%.

New Buys

Ticker$ Bought
palo alto networks inc2,406,580
New stocks bought by VAN STRUM & TOWNE INC.

Additions

Ticker% Inc.
schwab strategic tr136
schwab strategic tr91.3
vanguard star fds44.18
vanguard scottsdale fds42.44
spdr series trust41.73
ishares tr30.58
amazon com inc9.93
broadcom inc9.08
Additions to existing portfolio by VAN STRUM & TOWNE INC.

Reductions

Ticker% Reduced
cisco sys inc-27.65
vanguard scottsdale fds-13.72
nutrien ltd-8.96
mcdonalds corp-7.69
vanguard index fds-4.52
microsoft corp-4.02
eli lilly & co-3.56
ishares tr-3.48
VAN STRUM & TOWNE INC. reduced stake in above stock

Sold off

None of the stocks were completely sold off by VAN STRUM & TOWNE INC.

Sector Distribution

VAN STRUM & TOWNE INC. has about 33.5% of it's holdings in Others sector.

Sector%
Others33.5
Technology18.5
Healthcare11.3
Financial Services9.8
Industrials8.7
Communication Services6.2
Consumer Defensive4.6
Energy3
Basic Materials2.8
Consumer Cyclical1.6

Market Cap. Distribution

VAN STRUM & TOWNE INC. has about 66.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP34.9
UNALLOCATED33.5
LARGE-CAP31.5

Stocks belong to which Index?

About 66.5% of the stocks held by VAN STRUM & TOWNE INC. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50066.5
Others33.5
Top 5 Winners (%)%
INTC
intel corp
49.8 %
GOOG
alphabet inc
37.9 %
GOOG
alphabet inc
37.3 %
ABBV
abbvie inc
24.7 %
AAPL
apple inc
24.1 %
Top 5 Winners ($)$
GOOG
alphabet inc
3.9 M
ABBV
abbvie inc
1.9 M
JNJ
johnson & johnson
1.5 M
MSFT
microsoft corp
1.2 M
JPM
jpmorgan chase & co.
1.0 M
Top 5 Losers (%)%
INTU
intuit
-13.3 %
CRM
salesforce inc
-12.5 %
CL
colgate palmolive co
-12.1 %
TXN
texas instrs inc
-11.5 %
ADBE
adobe inc
-8.7 %
Top 5 Losers ($)$
CRM
salesforce inc
-0.8 M
ADP
automatic data processing in
-0.7 M
DIS
disney walt co
-0.5 M
IBM
international business machs
-0.4 M
PG
procter and gamble co
-0.3 M

VAN STRUM & TOWNE INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of VAN STRUM & TOWNE INC.

VAN STRUM & TOWNE INC. has 110 stocks in it's portfolio. About 42.3% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for VAN STRUM & TOWNE INC. last quarter.

Last Reported on: 31 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions