SEARLE & CO.
RIA/Wealth
SEARLE & CO. is a RIA/Wealth based in Greenwich, CT led by Robert Southworth Searle, reporting $649.0M in AUM as of Q3 2025 with AAPL as the largest holding (6% allocation).
PresidentRobert Southworth Searle
- Portfolio Value
- $376.0M
- Positions
- 182
- Top Holding
- AAPL at 6.26%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SEARLE & CO.'s portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $23.5M | 6.26% | -$223.6K Sold | 0.00% 92.4K shares | |
Software - Infrastructure Technology | $20.6M | 5.47% | +$49.7K Bought | 0.00% 39.7K shares | |
Financial - Credit Services Financial Services | $13.9M | 3.68% | -$151.1K Sold | 0.01% 41.7K shares | |
Drug Manufacturers - General Healthcare | $11.1M | 2.94% | +$46.3K Bought | 0.00% 47.8K shares | |
Software - Infrastructure Technology | $10.8M | 2.88% | — | 0.01% 53.1K shares | |
Agricultural - Machinery Industrials | $9.8M | 2.59% | +$89.7K Bought | 0.00% 20.4K shares | |
Banks - Diversified Financial Services | $9.5M | 2.54% | +$6.3K Bought | 0.00% 185.1K shares | |
Oil & Gas Integrated Energy | $9.1M | 2.43% | +$398.0K Bought | 0.00% 81.1K shares | |
Tobacco Consumer Defensive | $9.1M | 2.42% | — | 0.00% 56.0K shares | |
Financial - Credit Services Financial Services | $8.4M | 2.23% | — | 0.00% 24.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SEARLE & CO.'s latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SEARLE & CO.
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