MondegarAI
SEARLE & CO.

Q1 2026 · 13F-HR

SEARLE & CO.holdings as filed

Filed 2026-05-08 · accession 0000710127-26-000002

$397.7M
Reported value
194
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · SEARLE & CO. · Q1 2026

AI · grounded in 13F

SEARLE & CO. established a new position in BRK/B valued at $4.44M. The fund also opened new stakes in AZN for $3.42M and [[stock:BAC 7.25 PERP L]] for $2.91M. Conversely, the fund closed its position in AZNN, resulting in a $3.25M reduction. Other activity included trimming shares of LLY by 14.29% and ADP by 5.03%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$23.2M5.84%91,466CommonSOLE
594918104MSFTMICROSOFT CORP$14.9M3.75%40,258CommonSOLE
149123101CATCATERPILLAR INC$13.9M3.50%19,675CommonSOLE
30231G102XOMEXXON MOBIL CORP$13.5M3.41%79,843CommonSOLE
025816109AXPAMERICAN EXPRESS CO$12.6M3.17%41,714CommonSOLE
00287Y109ABBVABBVIE INC$10.5M2.63%48,077CommonSOLE
478160104JNJJOHNSON & JOHNSON$9.5M2.40%39,034CommonSOLE
718172109PMPHILIP MORRIS INTL INC$9.3M2.34%56,301CommonSOLE
060505104BACBANK AMERICA CORP$9.2M2.31%188,398CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$9.2M2.30%57,114CommonSOLE
75513E101RTXRTX CORPORATION$9.1M2.30%47,379CommonSOLE
670346105NUENUCOR CORP$7.7M1.93%45,383CommonSOLE
166764100CVXCHEVRON CORPORATION$7.6M1.90%36,582CommonSOLE
92826C839VVISA INC$7.4M1.86%24,535CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.3M1.83%29,948CommonSOLE
713448108PEPPEPSICO INC$7.1M1.78%45,634CommonSOLE
580135101MCDMCDONALDS CORP$6.8M1.71%21,925CommonSOLE
87612G101TRGPTARGA RES CORP$6.5M1.64%26,000CommonSOLE
58933Y105MRKMERCK & CO INC$6.4M1.61%53,163CommonSOLE
438516106HONHONEYWELL INTL INC$6.2M1.56%27,460CommonSOLE
46090E103QQQINVESCO QQQ TR$5.4M1.36%9,364CommonSOLE
17275R102CSCOCISCO SYS INC$4.9M1.24%63,423CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.9M1.23%16,692CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$4.8M1.22%79,811CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$4.6M1.16%6,738CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.4M1.12%9,267CommonSOLE
742718109PGPROCTER & GAMBLE CO$4.4M1.12%30,708CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$4.4M1.11%12,293CommonSOLE
988498101YUMYUM BRANDS INC$4.2M1.05%26,940CommonSOLE
G29183103ETNEATON CORP PLC$4.2M1.05%11,675CommonSOLE
437076102HDHOME DEPOT INC$3.5M0.88%10,592CommonSOLE
G0593M107AZNASTRAZENECA PLC$3.4M0.86%17,675CommonSOLE
00187Y100APGAPI GROUP CORP$3.4M0.85%83,499CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.0M0.75%32,304CommonSOLE
714046109RVTYREVVITY INC$3.0M0.74%33,800CommonSOLE
060505682BAC 7.25 PERP LBANK AMERICA CORP$2.9M0.73%2,441CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.9M0.73%4,450CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$2.9M0.72%14,152CommonSOLE
532457108LLYELI LILLY & CO$2.8M0.69%3,000CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC$2.7M0.68%56,500CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$2.7M0.68%22,837CommonSOLE
097023105BABOEING CO$2.5M0.63%12,585CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$2.5M0.62%18,680CommonSOLE
717081103PFEPFIZER INC$2.5M0.62%87,762CommonSOLE
031162100AMGNAMGEN INC$2.4M0.60%6,771CommonSOLE
747525103QCOMQUALCOMM INC$2.3M0.57%17,600CommonSOLE
219350105GLWCORNING INC$2.2M0.55%15,966CommonSOLE
882508104TXNTEXAS INSTRS INC$2.2M0.54%11,123CommonSOLE
464287200IVVISHARES TR$2.1M0.54%3,274CommonSOLE
126650100CVSCVS HEALTH CORP$2.1M0.53%29,426CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.1M0.52%2,092CommonSOLE
29452E101EQHEQUITABLE HLDGS INC$2.1M0.52%55,967CommonSOLE
023135106AMZNAMAZON COM INC$2.0M0.50%9,565CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$2.0M0.49%14,910CommonSOLE
254687106DISDISNEY WALT CO$1.9M0.49%20,185CommonSOLE
358029106FMSFRESENIUS MEDICAL CARE AG$1.8M0.46%80,725CommonSOLE
002824100ABTABBOTT LABORATORIES$1.8M0.44%17,068CommonSOLE
02079K305GOOGLALPHABET INC$1.7M0.43%5,944CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.7M0.42%5,000CommonSOLE
81211K100SDASEALED AIR CORP NEW$1.7M0.42%39,418CommonSOLE
911312106UPSUNITED PARCEL SVCS INC$1.7M0.42%16,795CommonSOLE
235851102DHRDANAHER CORP DEL$1.6M0.41%8,702CommonSOLE
02079K107GOOGALPHABET INC$1.6M0.41%5,703CommonSOLE
00206R102TAT&T INC$1.6M0.40%55,401CommonSOLE
02209S103MOALTRIA GROUP INC$1.5M0.39%23,470CommonSOLE
126408103CSXCSX CORP$1.5M0.39%37,692CommonSOLE
00724F101ADBEADOBE INC$1.5M0.37%6,024CommonSOLE
718546104PSXPHILLIPS 66$1.5M0.37%8,017CommonSOLE
038222105AMATAPPLIED MATLS INC$1.5M0.37%4,254CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.4M0.35%16,512CommonSOLE
G17434104BNTBROOKFIELD WEALTH SOL LTD$1.4M0.35%33,980CommonSOLE
64361Q101VNOMVIPER ENERGY INC$1.4M0.34%29,000CommonSOLE
911363109URIUNITED RENTALS INC$1.3M0.33%1,825CommonSOLE
453038408IMOIMPERIAL OIL LTD$1.3M0.33%10,000CommonSOLE
682680103OKEONEOK INC NEW$1.3M0.33%14,366CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$1.3M0.32%25,308CommonSOLE
22052L104CTVACORTEVA INC$1.1M0.28%13,495CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.28%2,582CommonSOLE
907818108UNPUNION PAC CORP$1.1M0.27%4,507CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.1M0.27%27,903CommonSOLE
88033G407THCTENET HEALTHCARE CORP$1.0M0.26%5,500CommonSOLE
369604301GEGE AEROSPACE$991,8990.25%3,495CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$982,1140.25%3,422CommonSOLE
20825C104COPCONOCOPHILLIPS$969,6720.24%7,346CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$963,7110.24%3,304CommonSOLE
55336V100MPLXMPLX LP$935,9480.24%16,400CommonSOLE
78463V107GLDSPDR GOLD TR$903,6090.23%2,100CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$896,5420.23%11,300CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$882,1800.22%4,500CommonSOLE
92939U106WECWEC ENERGY GROUP INC$833,5440.21%7,200CommonSOLE
71880K101PHINPHINIA INC$821,2800.21%12,000CommonSOLE
25243Q205DEODIAGEO PLC$815,2280.20%10,950CommonSOLE
26875P101EOGEOG RES INC$809,5920.20%5,600CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$807,6670.20%2,126CommonSOLE
458140100INTCINTEL CORP$785,8290.20%17,807CommonSOLE
36828A101GEVGE VERNOVA INC$782,1180.20%896CommonSOLE
31428X106FDXFEDEX CORP$759,7320.19%2,133CommonSOLE
291011104EMREMERSON ELEC CO$750,0900.19%5,725CommonSOLE
922908751VBVANGUARD INDEX FDS$739,4000.19%2,823CommonSOLE
26922A289UFOXETF SER SOLUTIONS$718,1590.18%10,534CommonSOLE
03076C106AMPAMERIPRISE FINL INC$717,8140.18%1,615CommonSOLE
963320106WHRWHIRLPOOL CORP$714,4400.18%13,250CommonSOLE
G6700G107NVTNVENT ELEC PLC$706,1320.18%5,970CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$703,3840.18%831CommonSOLE
651639106NEMNEWMONT CORP$695,7750.17%6,427CommonSOLE
30303M102METAMETA PLATFORMS INC$695,7100.17%1,216CommonSOLE
75734B100RDDTREDDIT INC$692,7740.17%5,145CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$689,7190.17%2,356CommonSOLE
191216100KOCOCA COLA CO$666,9190.17%8,769CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$653,2400.16%7,000CommonSOLE
609207105MDLZMONDELEZ INTL INC$652,7730.16%11,325CommonSOLE
039483102ADMARCHER DANIELS MIDLAND CO$626,9510.16%8,625CommonSOLE
842587107SOSOUTHERN CO$613,6740.15%6,358CommonSOLE
277432100EMNEASTMAN CHEM CO$610,5600.15%8,000CommonSOLE
816851109SRESEMPRA$583,0200.15%6,000CommonSOLE
949746804WFC 7.5 PERP LWELLS FARGO & CO$541,6950.14%469CommonSOLE
345370860FFORD MTR CO$537,5850.14%46,585CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$517,7250.13%1,500CommonSOLE
56585A102MPCMARATHON PETE CORP$512,2900.13%2,098CommonSOLE
11135F101AVGOBROADCOM INC$512,2390.13%1,655CommonSOLE
83443Q103SOLSSOLSTICE ADVANCED MATLS INC$501,1330.13%6,580CommonSOLE
74834L100DGXQUEST DIAGNOSTICS INC$489,9500.12%2,500CommonSOLE
80105N105SNYSANOFI SA$481,8000.12%10,000CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$481,5270.12%2,509CommonSOLE
949746101WMT2WELLS FARGO & CO$468,6640.12%5,887CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$467,7080.12%7,635CommonSOLE
260557103DOWDOW HLDGS INC$463,5650.12%11,130CommonSOLE
88160R101TSLATESLA INC$462,4570.12%1,244CommonSOLE
88579Y101MMM3M CO$448,3250.11%3,087CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW$447,3950.11%8,891CommonSOLE
15189T107CNPCENTERPOINT ENERGY INC$446,0090.11%10,334CommonSOLE
760759100RSGREPUBLIC SVCS INC$438,0400.11%2,000CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$437,5770.11%1,050CommonSOLE
922908629VOVANGUARD INDEX FDS$437,0880.11%1,522CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$417,1750.10%3,186CommonSOLE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$415,8450.10%7,490CommonSOLE
931142103WMTWALMART INC$410,0000.10%3,299CommonSOLE
406216101HALHALLIBURTON CO$399,6090.10%10,249CommonSOLE
65341B106XIFRXPLR INFRASTRUCTURE LP$399,4290.10%37,611CommonSOLE
464287465EFAISHARES TR$388,5200.10%4,000CommonSOLE
16411Q101CQPCHENIERE ENERGY PARTNERS L P$387,7800.10%6,000CommonSOLE
98978V103ZTSZOETIS INC$385,3650.10%3,260CommonSOLE
91913Y100VLOVALERO ENERGY CORP$384,9510.10%1,558CommonSOLE
29273V100ETENERGY TRANSFER L P$380,6730.10%19,724CommonSOLE
904767803ULUNILEVER PLC$379,7620.10%6,666CommonSOLE
74743L100QQNITY ELECTRONICS INC$373,2540.09%3,235CommonSOLE
46436E338TLTWISHARES TR$361,9200.09%16,000CommonSOLE
835699307SONYSONY GROUP CORP$341,5500.09%16,500CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$336,6980.08%685CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$336,2470.08%10,028CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$332,4150.08%550CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$327,2250.08%2,260CommonSOLE
59156R108METMETLIFE INC$323,1820.08%4,570CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$322,5340.08%1,155CommonSOLE
64110L106NFLXNETFLIX INC.$307,6800.08%3,200CommonSOLE
09290C749GMMFBLACKROCK ETF TRUST$301,5600.08%3,000CommonSOLE
464287291IXNISHARES TR$299,9100.08%3,000CommonSOLE
337932107FEFIRSTENERGY CORP$295,7020.07%5,837CommonSOLE
172967424CCITIGROUP INC$292,8530.07%2,582CommonSOLE
375558103GILDGILEAD SCIENCES INC$285,7090.07%2,050CommonSOLE
464287234EEMISHARES TR$283,9500.07%5,000CommonSOLE
00548F105PEOADAM NAT RES FD INC$279,6680.07%10,060CommonSOLE
548661107LOWLOWES COS INC$279,2830.07%1,182CommonSOLE
87612E106TGTTARGET CORP$278,7600.07%2,300CommonSOLE
13057Q305CRCCALIFORNIA RES CORP$276,8800.07%4,000CommonSOLE
26614N102DDDUPONT DE NEMOURS INC$275,0750.07%6,006CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$258,1380.06%1,415CommonSOLE
28618M106ESIELEMENT SOLUTIONS INC$256,9720.06%7,527CommonSOLE
654106103NKENIKE INC$255,3660.06%4,835CommonSOLE
032095101APHAMPHENOL CORP$252,7000.06%2,000CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$250,9640.06%5,662CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$247,8630.06%1,250CommonSOLE
47233W109JEFJEFFERIES FINANCIAL GROUP IN$247,6200.06%6,000CommonSOLE
055622104BPBP PLC$243,5100.06%5,181CommonSOLE
922908363VOOVANGUARD INDEX FDS$242,0080.06%405CommonSOLE
92189F676SMHVANECK ETF TRUST$240,3920.06%627CommonSOLE
922908744VTVVANGUARD INDEX FDS$238,5790.06%1,216CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$238,5430.06%1,203CommonSOLE
67066G104NVDANVIDIA CORPORATION$235,4400.06%1,350CommonSOLE
09260D107BXBLACKSTONE INC$229,9800.06%2,000CommonSOLE
00162Q452AMLPALPS ETF TR$228,3000.06%4,337CommonSOLE
92338C103VLTOVERALTO CORP$228,2120.06%2,581CommonSOLE
78463X202FEZSPDR INDEX SHS FDS$223,4880.06%3,600CommonSOLE
20030N101CMCSACOMCAST CORP NEW$222,7900.06%7,760CommonSOLE
674599105OXYOCCIDENTAL PETE CORP$219,8950.06%3,383CommonSOLE
654902204NOKNOKIA CORP$218,8740.06%27,223CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$212,3900.05%4,302CommonSOLE
189054109CLXCLOROX CO DEL$212,0270.05%2,046CommonSOLE
459506101IFFINTERNATIONAL FLAVORS&FRAGRA$204,3730.05%2,817CommonSOLE
704326107PAYXPAYCHEX INC$202,6640.05%2,200CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$202,5500.05%4,157CommonSOLE
427746102HRTXHERON THERAPEUTICS INC$69,0090.02%86,250CommonSOLE
927926303VGZVISTA GOLD CORP$52,9200.01%27,000CommonSOLE
87261Y106TMCTMC THE METALS COMPANY INC$46,7000.01%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.