Van Strum & Towne Inc.

13F filer · CIK 0001080173

Reported Aug 3, 2026

Net seller this quarter

13F portfolio value$367MU.S. long equity reported on 13F

Positions902 new · 4 closed

Net flow last quarter-$6.93MBuys minus sells

Top 10 positions weight33.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 3, 202690 positions
GOOGLAlphabet Inc.	$20M	5.46%	0.00%	-1.6%	Q2 2017
MSFTMicrosoft Corp	$19.1M	5.21%	0.00%	-0.6%	Q2 2013
JPMJPMorgan Chase & Co	$12.5M	3.39%	0.00%	+0.7%	Q2 2013
SCHISterling Chemicals Inc	$11.4M	3.11%	Not reported	-0.9%	Q3 2021
JNJJohnson & Johnson	$11.3M	3.09%	0.00%	-0.2%	Q2 2013
AMGNAmgen Inc	$11.3M	3.09%	0.01%	-0.2%	Q2 2013
ADPAutomatic Data Processing Inc	$11.1M	3.03%	0.01%	+0.2%	Q2 2013
ABBVAbbVie Inc.	$9.51M	2.59%	0.00%	-2.2%	Q3 2019
ECLEcolab Inc.	$9.15M	2.50%	0.01%	+0.9%	Q2 2013
IBMInternational Business Machines Corp	$8.6M	2.35%	0.00%	-0.7%	Q2 2013
PANWPalo Alto Networks Inc	$8.47M	2.31%	0.00%	+0.8%	Q3 2025
PGPROCTER & GAMBLE Co	$7.5M	2.05%	0.00%	+1.3%	Q2 2013
EMREmerson Electric Co	$6.86M	1.87%	0.01%	+0.8%	Q3 2015
LLYELI LILLY & Co	$6.81M	1.86%	0.00%	-6.2%	Q4 2020
COFCapital One Financial Corp	$5.58M	1.52%	0.00%	+0.2%	Q2 2013
PEPPepsico Inc	$5.52M	1.50%	0.00%	+1.7%	Q2 2013
DISWalt Disney Co	$4.81M	1.31%	0.00%	-0.1%	Q2 2013
QCOMQualcomm Inc	$4.18M	1.14%	0.00%	-2.9%	Q2 2013
CATCaterpillar Inc	$3.99M	1.09%	0.00%	-2.1%	Q1 2014
CRMSalesforce, Inc.	$3.8M	1.04%	0.00%	-0.5%	Q3 2020
TXNTexas Instruments Inc	$3.45M	0.94%	0.00%	-0.3%	Q2 2013
AXPAmerican Express Co	$3.42M	0.93%	0.00%	+1.1%	Q2 2013
AVGOBroadcom Inc.	$3.32M	0.91%	0.00%	+1.1%	Q1 2024
GEGeneral Electric Co	$3.23M	0.88%	0.00%	Not reported	Q3 2021
AMZNAmazon Com Inc	$3.15M	0.86%	0.00%	+24.3%	Q3 2018
MCOMoodys Corp	$3.12M	0.85%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$3.01M	0.82%	0.00%	-1.4%	Q2 2013
HPQHP Inc	$2.93M	0.80%	0.01%	-1.7%	Q4 2015
RTXRTX Corp	$2.67M	0.73%	0.00%	-2.6%	Q2 2020
GEVGE Vernova Inc.	$2.62M	0.71%	0.00%	-0.5%	Q2 2024
BRK.BBerkshire Hathaway Inc	$2.6M	0.71%	Not reported	Not reported	Q3 2014
PFEPfizer Inc	$2.05M	0.56%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$1.73M	0.47%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$1.71M	0.47%	0.00%	Not reported	Q2 2013
INTCIntel Corp	$1.38M	0.38%	0.00%	-4.5%	Q2 2014
AAPLApple Inc.	$1.31M	0.36%	0.00%	-1.4%	Q4 2015
MARMarriott International Inc	$1.22M	0.33%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$1.05M	0.28%	Not reported	-3.9%	Q4 2024
LOWLowes Companies Inc	$1M	0.27%	0.00%	Not reported	Q2 2020
BMYBristol Myers Squibb Co	$945K	0.26%	0.00%	Not reported	Q2 2013
AMPAmeriprise Financial Inc	$821K	0.22%	0.00%	Not reported	Q1 2021
WFCWells Fargo & Company	$795K	0.22%	0.00%	Not reported	Q4 2013
WMTWalmart Inc.	$763K	0.21%	0.00%	Not reported	Q2 2013
BNYBank of New York Mellon Corp	$763K	0.21%	0.00%	Not reported	Q4 2014
UNPUnion Pacific Corp	$754K	0.21%	0.00%	-0.9%	Q2 2014
CAHCardinal Health Inc	$666K	0.18%	0.00%	Not reported	Q2 2023
ALLAllstate Corp	$661K	0.18%	0.00%	Not reported	Q1 2021
MCDMcdonalds Corp	$649K	0.18%	0.00%	Not reported	Q2 2013
EWEdwards Lifesciences Corp	$641K	0.17%	0.00%	Not reported	Q4 2020
COSTCostco Wholesale Corp	$635K	0.17%	0.00%	+5.0%	Q3 2020

Q1 2026Reported May 7, 202691 positions
MSFTMicrosoft Corp	$19.1M	5.57%	0.00%	-2.1%	Q2 2013
GOOGLAlphabet Inc.	$16.4M	4.78%	0.00%	-1.9%	Q2 2017
SCHISterling Chemicals Inc	$11.5M	3.37%	Not reported	+2.7%	Q3 2021
JPMJPMorgan Chase & Co	$11.1M	3.24%	0.00%	-1.2%	Q2 2013
AMGNAmgen Inc	$11M	3.21%	0.01%	-2.2%	Q2 2013
JNJJohnson & Johnson	$10.9M	3.19%	0.00%	-0.6%	Q2 2013
ADPAutomatic Data Processing Inc	$10.1M	2.94%	0.01%	+1.0%	Q2 2013
ECLEcolab Inc.	$8.66M	2.53%	0.01%	-1.9%	Q2 2013
ABBVAbbVie Inc.	$8.4M	2.45%	0.00%	-0.7%	Q3 2019
XOMExxonMobil Holdings Corp	$7.72M	2.25%	0.00%	-0.5%	Q2 2013
IBMInternational Business Machines Corp	$7.47M	2.18%	0.00%	-0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$7.3M	2.13%	0.00%	-2.7%	Q2 2013
EMREmerson Electric Co	$6.23M	1.82%	0.01%	-0.5%	Q3 2015
PEPPepsico Inc	$6.22M	1.82%	0.00%	-1.4%	Q2 2013
LLYELI LILLY & Co	$5.57M	1.62%	0.00%	-6.3%	Q4 2020
COFCapital One Financial Corp	$5.07M	1.48%	0.00%	-0.6%	Q2 2013
DISWalt Disney Co	$4.82M	1.41%	0.00%	-0.8%	Q2 2013
CRMSalesforce, Inc.	$4.55M	1.33%	0.00%	+0.1%	Q3 2020
PANWPalo Alto Networks Inc	$3.95M	1.15%	0.00%	+96.3%	Q3 2025
CVXChevron Corp	$3.82M	1.11%	0.00%	+0.1%	Q2 2013
AXPAmerican Express Co	$3.02M	0.88%	0.00%	Not reported	Q2 2013
MCOMoodys Corp	$3M	0.88%	0.00%	Not reported	Q4 2020
QCOMQualcomm Inc	$3M	0.88%	0.00%	-1.8%	Q2 2013
RTXRTX Corp	$2.78M	0.81%	0.00%	-2.1%	Q2 2020
CATCaterpillar Inc	$2.71M	0.79%	0.00%	-2.2%	Q1 2014
AVGOBroadcom Inc.	$2.69M	0.79%	0.00%	+4.1%	Q1 2024
HPQHP Inc	$2.61M	0.76%	0.01%	-0.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$2.49M	0.73%	Not reported	+40.6%	Q3 2014
GEGeneral Electric Co	$2.46M	0.72%	0.00%	-0.5%	Q3 2021
PFEPfizer Inc	$2.39M	0.70%	0.00%	-0.5%	Q2 2013
TXNTexas Instruments Inc	$2.26M	0.66%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$2.21M	0.65%	0.00%	+9.6%	Q3 2018
GEVGE Vernova Inc.	$1.95M	0.57%	0.00%	+0.6%	Q2 2024
MAMastercard Inc	$1.69M	0.49%	0.00%	Not reported	Q4 2020
MRKMerck & Co., Inc.	$1.6M	0.47%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$1.17M	0.34%	0.00%	Not reported	Q4 2015
MARMarriott International Inc	$1.08M	0.32%	0.00%	-7.7%	Q2 2013
LOWLowes Companies Inc	$1.07M	0.31%	0.00%	Not reported	Q2 2020
BMYBristol Myers Squibb Co	$994K	0.29%	0.00%	Not reported	Q2 2013
GOOGAlphabet Inc.	$883K	0.26%	Not reported	-3.8%	Q4 2024
WMTWalmart Inc.	$838K	0.24%	0.00%	Not reported	Q2 2013
AMPAmeriprise Financial Inc	$795K	0.23%	0.00%	Not reported	Q1 2021
WFCWells Fargo & Company	$766K	0.22%	0.00%	Not reported	Q4 2013
MCDMcdonalds Corp	$746K	0.22%	0.00%	Not reported	Q2 2013
UNPUnion Pacific Corp	$679K	0.20%	0.00%	Not reported	Q2 2014
COSTCostco Wholesale Corp	$645K	0.19%	0.00%	-2.3%	Q3 2020
INTUIntuit Inc.	$643K	0.19%	0.00%	Not reported	Q2 2017
ICEIntercontinental Exchange, Inc.	$629K	0.18%	0.00%	Not reported	Q4 2020
BNYBank of New York Mellon Corp	$626K	0.18%	0.00%	Not reported	Q4 2014
CAHCardinal Health Inc	$593K	0.17%	0.00%	Not reported	Q2 2023

Q4 2025Reported Feb 3, 202691 positions
MSFTMicrosoft Corp	$25.4M	7.11%	0.00%	-3.1%	Q2 2013
GOOGLAlphabet Inc.	$18.2M	5.08%	0.00%	-0.7%	Q2 2017
ADPAutomatic Data Processing Inc	$12.6M	3.53%	0.01%	-0.3%	Q2 2013
JPMJPMorgan Chase & Co	$12.3M	3.45%	0.00%	-1.0%	Q2 2013
SCHISterling Chemicals Inc	$11.4M	3.18%	Not reported	+43.3%	Q3 2021
AMGNAmgen Inc	$10.5M	2.93%	0.01%	-0.7%	Q2 2013
JNJJohnson & Johnson	$9.31M	2.60%	0.00%	0.0%	Q2 2013
IBMInternational Business Machines Corp	$9.19M	2.57%	0.00%	-0.1%	Q2 2013
ABBVAbbVie Inc.	$8.89M	2.49%	0.00%	-1.9%	Q3 2019
ECLEcolab Inc.	$8.71M	2.44%	0.01%	-0.2%	Q2 2013
PGPROCTER & GAMBLE Co	$7.44M	2.08%	0.00%	+0.1%	Q2 2013
LLYELI LILLY & Co	$6.94M	1.94%	0.00%	-4.7%	Q4 2020
COFCapital One Financial Corp	$6.77M	1.89%	0.00%	+0.1%	Q2 2013
CRMSalesforce, Inc.	$6.45M	1.81%	0.00%	Not reported	Q3 2020
EMREmerson Electric Co	$6.35M	1.78%	0.01%	-0.1%	Q3 2015
PEPPepsico Inc	$5.83M	1.63%	0.00%	+0.1%	Q2 2013
DISWalt Disney Co	$5.74M	1.61%	0.00%	-1.8%	Q2 2013
XOMExxonMobil Holdings Corp	$5.51M	1.54%	0.00%	0.0%	Q2 2013
QCOMQualcomm Inc	$4.06M	1.14%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$3.7M	1.03%	0.00%	Not reported	Q2 2013
MCOMoodys Corp	$3.52M	0.98%	0.00%	Not reported	Q4 2020
HPQHP Inc	$3.03M	0.85%	0.01%	-0.1%	Q4 2015
AVGOBroadcom Inc.	$2.89M	0.81%	0.00%	+0.9%	Q1 2024
CVXChevron Corp	$2.81M	0.79%	0.00%	+0.1%	Q2 2013
RTXRTX Corp	$2.7M	0.76%	0.00%	-0.8%	Q2 2020
GEGeneral Electric Co	$2.68M	0.75%	0.00%	-1.5%	Q3 2021
PANWPalo Alto Networks Inc	$2.31M	0.65%	0.00%	+6.3%	Q3 2025
CATCaterpillar Inc	$2.24M	0.63%	0.00%	Not reported	Q1 2014
AMZNAmazon Com Inc	$2.24M	0.63%	0.00%	+4.0%	Q3 2018
PFEPfizer Inc	$2.13M	0.60%	0.00%	+0.9%	Q2 2013
TXNTexas Instruments Inc	$2.02M	0.56%	0.00%	Not reported	Q2 2013
MAMastercard Inc	$1.93M	0.54%	0.00%	Not reported	Q4 2020
BRK.BBerkshire Hathaway Inc	$1.86M	0.52%	Not reported	Not reported	Q3 2014
SLBSLB Limited	$1.68M	0.47%	0.00%	-4.5%	Q2 2013
GEVGE Vernova Inc.	$1.45M	0.41%	0.00%	Not reported	Q2 2024
MRKMerck & Co., Inc.	$1.4M	0.39%	0.00%	+24.6%	Q2 2013
AAPLApple Inc.	$1.25M	0.35%	0.00%	-5.4%	Q4 2015
MARMarriott International Inc	$1.11M	0.31%	0.00%	Not reported	Q2 2013
LOWLowes Companies Inc	$1.09M	0.31%	0.00%	Not reported	Q2 2020
GOOGAlphabet Inc.	$1M	0.28%	Not reported	Not reported	Q4 2024
INTUIntuit Inc.	$984K	0.28%	0.00%	Not reported	Q2 2017
WFCWells Fargo & Company	$897K	0.25%	0.00%	Not reported	Q4 2013
BMYBristol Myers Squibb Co	$884K	0.25%	0.00%	Not reported	Q2 2013
AMPAmeriprise Financial Inc	$878K	0.25%	0.00%	Not reported	Q1 2021
BRK.ABerkshire Hathaway Inc	$755K	0.21%	Not reported	Not reported	Q1 2025
ADBEAdobe Inc.	$754K	0.21%	0.00%	-22.4%	Q2 2019
WMTWalmart Inc.	$751K	0.21%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$734K	0.21%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$649K	0.18%	0.00%	Not reported	Q4 2020
ICEIntercontinental Exchange, Inc.	$648K	0.18%	0.00%	Not reported	Q4 2020

Q3 2025Reported Oct 31, 202589 positions
MSFTMicrosoft Corp	$28.1M	8.26%	0.00%	-4.0%	Q2 2013
ADPAutomatic Data Processing Inc	$14.4M	4.24%	0.01%	-0.8%	Q2 2013
GOOGLAlphabet Inc.	$14.2M	4.17%	0.00%	-0.7%	Q2 2017
JPMJPMorgan Chase & Co	$12.2M	3.58%	0.00%	-2.3%	Q2 2013
ABBVAbbVie Inc.	$9.18M	2.70%	0.00%	-2.9%	Q3 2019
ECLEcolab Inc.	$9.11M	2.68%	0.01%	-1.6%	Q2 2013
AMGNAmgen Inc	$9.09M	2.67%	0.01%	-1.3%	Q2 2013
IBMInternational Business Machines Corp	$8.76M	2.57%	0.00%	-0.6%	Q2 2013
JNJJohnson & Johnson	$8.34M	2.45%	0.00%	-1.6%	Q2 2013
SCHISterling Chemicals Inc	$7.98M	2.34%	Not reported	+136.1%	Q3 2021
PGPROCTER & GAMBLE Co	$7.97M	2.34%	0.00%	-0.6%	Q2 2013
EMREmerson Electric Co	$6.28M	1.84%	0.01%	-1.0%	Q3 2015
COFCapital One Financial Corp	$5.94M	1.74%	0.00%	-0.5%	Q2 2013
DISWalt Disney Co	$5.88M	1.73%	0.00%	-1.3%	Q2 2013
CRMSalesforce, Inc.	$5.77M	1.70%	0.00%	+5.5%	Q3 2020
PEPPepsico Inc	$5.7M	1.68%	0.00%	-0.4%	Q2 2013
LLYELI LILLY & Co	$5.17M	1.52%	0.00%	-3.6%	Q4 2020
XOMExxonMobil Holdings Corp	$5.16M	1.51%	0.00%	+0.1%	Q2 2013
QCOMQualcomm Inc	$3.95M	1.16%	0.00%	-0.1%	Q2 2013
HPQHP Inc	$3.71M	1.09%	0.01%	-0.9%	Q4 2015
AXPAmerican Express Co	$3.32M	0.97%	0.00%	Not reported	Q2 2013
MCOMoodys Corp	$3.28M	0.96%	0.00%	Not reported	Q4 2020
CVXChevron Corp	$2.86M	0.84%	0.00%	-1.7%	Q2 2013
AVGOBroadcom Inc.	$2.73M	0.80%	0.00%	+9.1%	Q1 2024
GEGeneral Electric Co	$2.66M	0.78%	0.00%	-0.8%	Q3 2021
RTXRTX Corp	$2.49M	0.73%	0.00%	-1.0%	Q2 2020
PANWPalo Alto Networks Inc	$2.41M	0.71%	0.00%	New	Q3 2025
PFEPfizer Inc	$2.16M	0.63%	0.00%	-1.0%	Q2 2013
TXNTexas Instruments Inc	$2.13M	0.63%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$2.05M	0.60%	0.00%	+9.9%	Q3 2018
MAMastercard Inc	$1.92M	0.56%	0.00%	Not reported	Q4 2020
CATCaterpillar Inc	$1.87M	0.55%	0.00%	-1.4%	Q1 2014
BRK.BBerkshire Hathaway Inc	$1.86M	0.55%	Not reported	Not reported	Q3 2014
SLBSLB Limited	$1.57M	0.46%	0.00%	-0.6%	Q2 2013
GEVGE Vernova Inc.	$1.37M	0.40%	0.00%	Not reported	Q2 2024
AAPLApple Inc.	$1.24M	0.36%	0.00%	-1.0%	Q4 2015
LOWLowes Companies Inc	$1.14M	0.34%	0.00%	Not reported	Q2 2020
INTUIntuit Inc.	$1.01M	0.30%	0.00%	Not reported	Q2 2017
ADBEAdobe Inc.	$978K	0.29%	0.00%	+1.5%	Q2 2019
MARMarriott International Inc	$932K	0.27%	0.00%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$895K	0.26%	0.00%	Not reported	Q2 2013
AMPAmeriprise Financial Inc	$879K	0.26%	0.00%	Not reported	Q1 2021
WFCWells Fargo & Company	$806K	0.24%	0.00%	Not reported	Q4 2013
GOOGAlphabet Inc.	$779K	0.23%	Not reported	Not reported	Q4 2024
BRK.ABerkshire Hathaway Inc	$754K	0.22%	Not reported	Not reported	Q1 2025
BMYBristol Myers Squibb Co	$739K	0.22%	0.00%	Not reported	Q2 2013
MCDMcdonalds Corp	$729K	0.21%	0.00%	-7.7%	Q2 2013
WMTWalmart Inc.	$695K	0.20%	0.00%	Not reported	Q2 2013
ABTAbbott Laboratories	$693K	0.20%	0.00%	Not reported	Q4 2020
ICEIntercontinental Exchange, Inc.	$674K	0.20%	0.00%	Not reported	Q4 2020

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