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Portfolio (Quarterly) Guide ↗

Estabrook Capital Management

· CIK 0001344717
13F Portfolio $685M AUM 380 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 59 Added 48 Reduced 5 Exited
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORPORATION Technology 151,051.0 $55.9M 8.16% -1K -0.8% $370.17 +12.3%
2 AAPL APPLE COMPUTER INC Technology 179,581.0 $45.6M 6.65% -1K -0.8% $253.79 +22.5%
3 GOOGL ALPHABET CLASS A Communication Services 68,977.0 $19.8M 2.90% -501.0 -0.7% $287.56 +34.5%
4 CVX CHEVRON CORPORATION Energy 79,655.0 $16.5M 2.40% -553.0 -0.7% $206.90 -9.4%
5 IBM INTERNATIONAL BUSINESS MACHINE Technology 66,909.0 $16.2M 2.37% -1K -1.9% $242.39 +3.0%
6 CSCO CISCO SYS INC Technology 176,639.0 $13.7M 2.00% -4K -2.0% $77.59 +52.6%
7 CB CHUBB LIMITED COM Financial Services 41,835.0 $13.6M 1.99% -247.0 -0.6% $325.93 +0.2%
8 WMB WILLIAMS CO Energy 159,018.0 $11.6M 1.69% -3K -1.6% $72.78 +5.6%
9 GLW CORNING INC Technology 78,870.0 $10.7M 1.56% -26K -24.7% $135.97 +45.3%
10 WFC WELLS FARGO NEW Financial Services 115,384.0 $9.2M 1.34% -623.0 -0.5% $79.61 -3.0%
11 WMT WAL MART STORES INC Consumer Defensive 73,132.0 $9.1M 1.33% -374.0 -0.5% $124.28 -4.6%
12 GE GE AEROSPACE Industrials 31,715.0 $9.0M 1.31% -302.0 -0.9% $283.77 +9.7%
13 GEV GE VERNOVA LLC COM Utilities 10,282.0 $9.0M 1.31% -121.0 -1.2% $872.90 +23.4%
14 MDT MEDTRONIC PLC Healthcare 84,459.0 $7.3M 1.07% -4K -4.8% $86.65 -10.5%
15 AFL AFLAC INC Financial Services 58,533.0 $6.4M 0.94% -2K -2.7% $109.71 +6.8%
16 BK BANK OF NEW YORK MELLON CORPOR Financial Services 48,772.0 $5.8M 0.84% -672.0 -1.4% $118.63 +19.0%
17 NEE NEXTERA ENERGY INC COM Utilities 45,793.0 $4.3M 0.62% -326.0 -0.7% $92.88 -5.2%
18 RNR RENAISSANCERE HLDGS LTD ORD Financial Services 11,970.0 $3.6M 0.52% -100.0 -0.8% $297.23 -0.9%
19 TXN TEXAS INSTRUMENTS INC Technology 16,705.0 $3.2M 0.47% -291.0 -1.7% $194.14 +66.0%
20 FRPH FRP HLDGS INC COM Real Estate 114,281.0 $2.5M 0.36% -2K -1.9% $21.88 +1.4%
Page 1 of 3  ·  48 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
Technology 24.2%
Financial Services 21.0%
Industrials 11.7%
Healthcare 11.1%
Energy 10.2%
Consumer Defensive 8.3%
Communication Services 6.5%
Utilities 3.2%
Consumer Cyclical 2.2%
Basic Materials 1.1%