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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 4 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BA BOEING CO Industrials 11,078.0 $2.2M 0.32% $199.03 +10.7%
62 SYK STRYKER CORP Healthcare 6,557.0 $2.2M 0.31% $328.59 -5.5%
63 KMI KINDER MORGAN INC DEL COM Energy 58,302.0 $2.0M 0.28% -619.0 -1.1% $33.53 -1.1%
64 TGT TARGET CORP Consumer Defensive 15,295.0 $1.9M 0.27% -1K -6.8% $121.20 +2.8%
65 GEHC GE HEALTHCARE TECHNOLOGIES ICO Healthcare 22,934.0 $1.6M 0.24% +800.0 +3.6% $71.18 -9.4%
66 INTC INTEL CORPORATION Technology 36,902.0 $1.6M 0.24% -8K -17.9% $44.13 +176.9%
67 ALL ALLSTATE CORP Financial Services 7,814.0 $1.6M 0.24% $207.34 +3.3%
68 NKE NIKE INC CLASS B Consumer Cyclical 28,110.0 $1.5M 0.22% $52.82 -15.6%
69 VTRS VIATRIS INC COM Healthcare 95,322.0 $1.3M 0.19% -624.0 -0.7% $13.51 +21.5%
70 V VISA INC COM CL A Financial Services 4,256.0 $1.3M 0.19% +85.0 +2.0% $302.24 +8.0%
71 CNI CANADIAN NATL RY CO Industrials 12,132.0 $1.2M 0.18% $102.77 +12.6%
72 BLX BANCO LATINOAMER EXPORT S A CL Financial Services 22,204.0 $1.1M 0.17% $51.08 +7.5%
73 DIS DISNEY (WALT) PRODUCTIONS Communication Services 11,622.0 $1.1M 0.16% +151.0 +1.3% $96.38 +6.7%
74 AME AMETEK INC NEW Industrials 5,200.0 $1.1M 0.16% $214.36 +5.8%
75 META META PLATFORMS, INC Communication Services 1,860.0 $1.1M 0.15% +151.0 +8.8% $572.13 +6.3%
76 F FORD MTR CO DEL PAR $0.01 Consumer Cyclical 89,700.0 $1.0M 0.15% +5K +5.9% $11.54 +31.4%
77 Q QNITY ELECTRONICS INC COMMON S Technology 8,585.0 $991K 0.14% -1K -13.7% $115.38 +40.8%
78 DE DEERE & CO. Industrials 1,690.0 $952K 0.14% $563.30 -6.4%
79 HII HUNTINGTON INGALLS INDS INC CO Industrials 2,484.0 $944K 0.14% $379.90 -15.7%
80 BERKSHIRE HATHAWAY INC DEL CL 1,881.0 $901K 0.13% $479.20
Page 4 of 19  ·  380 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%