Long-term investor
Van Strum & Towne Inc. @vanstrumtowneinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001080173).
Record
- Tracked since 2025-06-30 (448 days), 58 trades recorded
- Returns: week n/a · month n/a · 90 days +7.2% · 6 months n/a · 1 year +9.3% · all +9.3%
- Max drawdown n/a · win rate 58% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922020805 · 7.0% · long · since 2025-06-30
- GOOGL · 5.5% · long · since 2025-06-30
- MSFT · 5.2% · long · since 2025-06-30
- 922908363 · 3.7% · long · since 2025-06-30
- 92206C409 · 3.7% · long · since 2025-06-30
- JPM · 3.4% · long · since 2025-06-30
- 808524698 · 3.1% · long · since 2025-06-30
- JNJ · 3.1% · long · since 2025-06-30
- AMGN · 3.1% · long · since 2025-06-30
- ADP · 3.0% · long · since 2025-06-30
- ABBV · 2.6% · long · since 2025-06-30
- ECL · 2.5% · long · since 2025-06-30