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Portfolio (Quarterly) Guide ↗

PRENTISS SMITH & CO INC

· CIK 0001134687
13F Portfolio $167M AUM 65 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 3 Added 16 Reduced 5 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ONON ON HLDG AG Consumer Cyclical 66,009.0 $3.1M 1.83% $46.48 -18.0%
22 EME EMCOR GROUP INC Industrials 4,895.0 $3.0M 1.79% $611.79 +43.4%
23 TNC TENNANT CO Industrials 39,347.0 $2.9M 1.73% -262.0 -0.7% $73.70 +10.6%
24 BSY BENTLEY SYS INC Technology 63,236.0 $2.4M 1.44% $38.17 -13.5%
25 HOLOGIC INC 32,160.0 $2.4M 1.43% $74.49
26 A AGILENT TECHNOLOGIES INC Healthcare 15,205.0 $2.1M 1.24% -132.0 -0.9% $136.07 -18.7%
27 XYL XYLEM INC Industrials 14,083.0 $1.9M 1.15% $136.18 -20.5%
28 AAPL APPLE INC Technology 6,669.0 $1.8M 1.08% -340.0 -4.8% $271.86 +10.0%
29 REGN REGENERON PHARMACEUTICALS Healthcare 2,063.0 $1.6M 0.95% -13.0 -0.6% $771.87 -18.4%
30 V VISA INC Financial Services 4,094.0 $1.4M 0.86% $350.71 -5.2%
31 XOM EXXON MOBIL CORP Energy 11,321.0 $1.4M 0.81% $120.34 +33.4%
32 IVV ISHARES TR 1,977.0 $1.4M 0.81% -56.0 -2.8% $684.94 +7.6%
33 META META PLATFORMS INC Communication Services 1,796.0 $1.2M 0.71% $660.09 -7.4%
34 SUSA ISHARES TR 8,384.0 $1.2M 0.70% $139.34 +6.8%
35 AMZN AMAZON COM INC Consumer Cyclical 4,986.0 $1.2M 0.69% $230.82 +12.4%
36 UBER UBER TECHNOLOGIES INC Technology 11,787.0 $963K 0.57% $81.71 -8.1%
37 ABBV ABBVIE INC Healthcare 4,118.0 $941K 0.56% -147.0 -3.5% $228.49 -6.4%
38 CHWY CHEWY INC Consumer Cyclical 27,960.0 $924K 0.55% +905.0 +3.4% $33.05 -40.5%
39 MA MASTERCARD INCORPORATED Financial Services 1,605.0 $916K 0.55% $570.88 -11.4%
40 GE GE AEROSPACE Industrials 2,835.0 $873K 0.52% $308.03 -7.2%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 28.9%
Technology 17.3%
Healthcare 15.3%
Financial Services 14.6%
Communication Services 14.1%
Consumer Cyclical 4.3%
Consumer Defensive 4.3%
Energy 0.9%
Utilities 0.3%