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Searle & Co.
SEARLE & CO. is an independent investment advisory and brokerage firm headquartered in Greenwich, Connecticut. Founded in 1881, this firm serves primarily high net worth individuals but also advises individual investors and some charitable organizations. With a small, experienced team—typically around 11 to 12 employees—the firm provides personalized financial services and investment counseling.
Investment Strategy
SEARLE & CO. focuses on providing customized investment management and financial advisory services, primarily to high net worth individuals. The firm builds discretionary portfolios tailored to client goals, with a significant emphasis on equity holdings in major U.S. companies (e.g., JPMorgan Chase, Apple, ExxonMobil, Microsoft). The strategy centers on long-term capital appreciation and risk management, adhering to traditional wealth management principles with portfolios reflecting client-specific needs and objectives. Charitable organizations and other individual clients are also served, with all assets managed for United States persons.
Latest 13F Filing Activity
Searle & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 179 equity positions with a total 13F market value of $354M. The fund increased holdings in Microsoft Corp., American Express Co., Palo Alto Networks Inc. among other positions. Searle & Co. reduced exposure to Apple Inc., Amazon Com Inc., Bristol-myers Squibb Co. among others.
Top Holdings
Equity Positions (179)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.56% | $19.7M | 39,602 | $100.69 | $497.41 | +$5.0M |
A AAPL | APPLE INC | 5.41% | $19.1M | 93,309 | $83.53 | $205.17 | -$11.7M |
A AXP | AMERICAN EXPRESS CO | 3.80% | $13.5M | 42,169 | $115.73 | $318.98 | +$2.1M |
P PANW | PALO ALTO NETWORKS INC | 3.07% | $10.9M | 53,134 | $26.64 | $204.64 | +$1.8M |
P PM | PHILIP MORRIS INTL INC | 2.88% | $10.2M | 56,001 | $96.32 | $182.13 | +$1.0M |
Industry Allocation
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