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Prentiss Smith & Co. Inc.
Prentiss Smith & Company, Inc. is a family-owned investment management firm headquartered in Brattleboro, Vermont. Founded in 1982, the firm specializes in sustainable ESG (Environmental, Social, and Governance) investments, serving both individuals and institutions. Prentiss Smith is known for its rigorous responsible-investing approach, with particular emphasis on risk management, client communication, and shareholder advocacy. The firm has fewer than 25 employees and manages portfolios tailored to client needs.
Investment Strategy
Prentiss Smith & Company employs a sustainable, socially responsible investment approach, utilizing strict ESG (Environmental, Social, and Governance) criteria to screen and select investments. The firm constructs tailored portfolios, managing risk for each client while aiming to actively avoid companies with poor corporate practices. Their process involves ongoing engagement with invested companies, including shareholder voting, with a philosophy focused on positive long-term societal and financial outcomes.
Latest 13F Filing Activity
Prentiss Smith & Co. Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $177M. The fund increased holdings in Progressive Corp., Alphabet Inc., Gorman Rupp Co. among other positions. Prentiss Smith & Co. Inc. reduced exposure to Applied Matls Inc., Salesforce Inc., On HLDG AG among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOG | ALPHABET INC | 5.82% | $10.3M | 42,309 | $49.59 | $243.55 | +$1.9M |
M MSFT | MICROSOFT CORP | 5.61% | $9.9M | 19,190 | $339.91 | $517.95 | -$34.1K |
C CSCO | CISCO SYS INC | 5.42% | $9.6M | 140,401 | $38.29 | $68.42 | -$250.3K |
G GRC | GORMAN RUPP CO | 4.47% | $7.9M | 170,715 | $28.83 | $46.41 | +$1.7M |
J JNJ | JOHNSON & JOHNSON | 4.43% | $7.8M | 42,301 | $91.68 | $185.42 | +$1.4M |
Industry Allocation
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