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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,125.0 $804K 0.48% $257.23 -14.3%
42 WRBY WARBY PARKER INC Healthcare 30,889.0 $673K 0.40% -38K -55.1% $21.79 +31.5%
43 PEP PEPSICO INC Consumer Defensive 4,625.0 $664K 0.40% $143.52 +3.9%
44 ALGM ALLEGRO MICROSYSTEMS INC Technology 25,060.0 $661K 0.40% $26.38 +57.9%
45 GPC GENUINE PARTS CO Consumer Cyclical 5,000.0 $615K 0.37% $122.96 -24.2%
46 ACI ALBERTSONS COS INC Consumer Defensive 34,306.0 $589K 0.35% $17.17 +0.2%
47 BKNG BOOKING HOLDINGS INC Consumer Cyclical 100.0 $536K 0.32% $5355.33 -97.1%
48 IBM INTERNATIONAL BUSINESS MACHS Technology 1,578.0 $467K 0.28% -155.0 -8.9% $296.21 -24.8%
49 GLD SPDR GOLD TR Financial Services 1,176.0 $466K 0.28% -200.0 -14.5% $396.31 +5.6%
50 GEV GE VERNOVA INC Utilities 696.0 $455K 0.27% $653.57 +54.9%
51 IAU ISHARES GOLD TR Financial Services 5,391.0 $438K 0.26% $81.17 +3.9%
52 WFC WELLS FARGO CO NEW Financial Services 4,560.0 $425K 0.25% $93.20 -20.2%
53 KO COCA COLA CO Consumer Defensive 5,915.0 $414K 0.25% $69.91 +16.1%
54 TIP ISHARES TR 3,570.0 $392K 0.23% $109.91 +0.2%
55 JPM JPMORGAN CHASE & CO. Financial Services 1,214.0 $391K 0.23% $322.22 -6.7%
56 PFE PFIZER INC Healthcare 15,327.0 $382K 0.23% $24.90 +1.7%
57 DIS DISNEY WALT CO Communication Services 3,315.0 $377K 0.23% $113.77 -8.6%
58 MRK MERCK & CO INC Healthcare 2,990.0 $315K 0.19% $105.26 +6.9%
59 VZ VERIZON COMMUNICATIONS INC Communication Services 6,911.0 $281K 0.17% -150.0 -2.1% $40.73 +14.8%
60 DSI ISHARES TR 2,168.0 $279K 0.17% $128.83 +8.2%
Page 3 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%