Investor
VAN STRUM & TOWNE INC.
CIK 0001080173 · filed 2026-05-07 · SEC filing
13F book
$342.5M
Positions
111
4 new · 7 sold
Largest name
7.2%
Vanguard Malvern Fds
Est. mark
−$14.3M
Price effect on 107 names still held. Flow −$635.9K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Malvern Fds | — | 497K | $24.8M | 7.2% | $201.1K | Added$4.53M |
| Microsoft Corp | MSFT | 51.5K | $19.1M | 5.6% | −$5.84M | Cut−$6.37M |
| Alphabet Inc | — | 56.9K | $16.4M | 4.8% | −$1.45M | Cut−$1.8M |
| Vanguard Scottsdale Fds | — | 172.6K | $13.7M | 4.0% | −$66.8K | Added$2.11M |
| Vanguard Index Fds | — | 20.2K | $12.1M | 3.5% | −$596.6K | Cut−$705.1K |
| Schwab Strategic Tr | — | 508.5K | $11.5M | 3.4% | −$143.7K | Added$154K |
| Jpmorgan Chase & Co. | — | 37.8K | $11.1M | 3.2% | −$1.06M | Cut−$1.21M |
| Amgen Inc | AMGN | 31.3K | $11M | 3.2% | $768K | Cut$541.2K |
| Johnson & Johnson | JNJ | 44.7K | $10.9M | 3.2% | $1.68M | Cut$1.62M |
| Automatic Data Processing In | — | 49.5K | $10.1M | 2.9% | −$2.65M | Added−$2.55M |
| Ecolab Inc. | ECL | 32.6K | $8.66M | 2.5% | $114K | Cut−$50.9K |
| AbbVie Inc. | ABBV | 38.6K | $8.4M | 2.5% | −$424.9K | Cut−$486.6K |
| Vanguard Scottsdale Fds | — | 96.7K | $8.01M | 2.3% | −$94.6K | Added$83.4K |
| Exxon Mobil Corp | — | 45.5K | $7.72M | 2.3% | $2.24M | Cut$2.22M |
| International Business Machs | — | 30.8K | $7.47M | 2.2% | −$1.66M | Cut−$1.72M |
| Procter And Gamble Co | PG | 50.5K | $7.3M | 2.1% | $57.1K | Cut−$141.5K |
| Vanguard Index Fds | — | 21.8K | $6.98M | 2.0% | −$314.8K | Added−$313.9K |
| Schwab Strategic Tr | — | 260.8K | $6.69M | 2.0% | −$308.6K | Added$149.3K |
| Select Sector Spdr Tr | — | 103.9K | $6.37M | 1.9% | $1.72M | Cut$1.66M |
| Schwab Us Tips Etf | — | 236.3K | $6.29M | 1.8% | $27.9K | Added$132.1K |
| Emerson Elec Co | — | 47.6K | $6.23M | 1.8% | −$80.9K | Cut−$112.2K |
| Pepsico Inc | PEP | 40.1K | $6.22M | 1.8% | $471.4K | Cut$387.2K |
| Eli Lilly & Co | LLY | 6.05K | $5.57M | 1.6% | −$937.4K | Cut−$1.38M |
| Schwab Strategic Tr | — | 212.6K | $5.26M | 1.5% | −$31.1K | Added$825.6K |
| Vanguard Star Fds | — | 66.1K | $5.1M | 1.5% | $93K | Added$900.8K |
| Capital One Finl Corp | — | 27.8K | $5.07M | 1.5% | −$1.67M | Cut−$1.71M |
| Disney Walt Co | — | 50.1K | $4.82M | 1.4% | −$870.5K | Cut−$917.8K |
| Salesforce, Inc. | CRM | 24.4K | $4.55M | 1.3% | −$1.91M | Added−$1.9M |
| Vanguard Intl Equity Index F | — | 76.9K | $4.16M | 1.2% | $21.1K | Added$243.6K |
| Palo Alto Networks Inc | PANW | 24.6K | $3.95M | 1.2% | −$299.9K | Added$1.64M |
| Chevron Corp New | CVX | 18.4K | $3.82M | 1.1% | $1M | Added$1.01M |
| American Express Co | AXP | 9.99K | $3.02M | 0.9% | −$674K | Held |
| Moodys Corp | — | 6.88K | $3M | 0.9% | −$513.5K | Held |
| Qualcomm Inc | — | 23.3K | $3M | 0.9% | −$985.4K | Cut−$1.06M |
| Ishares Tr | — | 28.7K | $2.96M | 0.9% | $27.2K | Added$283.2K |
| RTX Corp | RTX | 14.4K | $2.78M | 0.8% | $137.1K | Cut$80.6K |
| Caterpillar Inc | CAT | 3.83K | $2.71M | 0.8% | $518.6K | Cut$469.9K |
| Broadcom Inc. | AVGO | 8.7K | $2.69M | 0.8% | −$306K | Added−$200.7K |
| Hp Inc | HPQ | 135.8K | $2.61M | 0.8% | −$416.9K | Cut−$419.6K |
| Berkshire Hathaway Inc Del | — | 5.19K | $2.49M | 0.7% | −$86.6K | Added$632.2K |
| Ge Aerospace | — | 8.65K | $2.46M | 0.7% | −$209.9K | Cut−$222.6K |
| Pfizer Inc | PFE | 85K | $2.39M | 0.7% | $270.4K | Cut$260.5K |
| Texas Instrs Inc | — | 11.6K | $2.26M | 0.7% | $240K | Held |
| Amazon Com Inc | AMZN | 10.6K | $2.21M | 0.6% | −$218.6K | Added−$24.7K |
| Ishares Tr | — | 3.36K | $2.19M | 0.6% | −$106.9K | Cut−$422K |
| GE Vernova Inc. | GEV | 2.24K | $1.95M | 0.6% | $488K | Added$500.2K |
| Mastercard Inc | MA | 3.38K | $1.69M | 0.5% | −$240.4K | Held |
| Merck & Co., Inc. | MRK | 13.3K | $1.6M | 0.5% | $199.8K | Held |
| Schwab Strategic Tr | — | 49.4K | $1.51M | 0.4% | $38.9K | Added$214.4K |
| Apple Inc. | AAPL | 4.6K | $1.17M | 0.3% | −$83.2K | Held |
| Marriott Intl Inc New | — | 3.31K | $1.08M | 0.3% | $55.6K | Cut−$29.7K |
| Lowes Cos Inc | — | 4.54K | $1.07M | 0.3% | −$22.2K | Held |
| Bristol-Myers Squibb Co | — | 16.4K | $994.2K | 0.3% | $110K | Held |
| Alphabet Inc | — | 3.08K | $883K | 0.3% | −$82.9K | Cut−$120.6K |
| Walmart Inc. | WMT | 6.74K | $837.8K | 0.2% | $86.8K | Held |
| Ameriprise Finl Inc | — | 1.79K | $795.5K | 0.2% | −$82.2K | Held |
| Wells Fargo Co New | — | 9.62K | $765.9K | 0.2% | −$130.7K | Held |
| Vanguard Calif Tax Free Fds | — | 7.65K | $758K | 0.2% | −$7.55K | Added$116.3K |
| Mcdonalds Corp | MCD | 2.4K | $745.9K | 0.2% | $12.4K | Held |
| Union Pac Corp | — | 2.8K | $678.8K | 0.2% | $31.6K | Held |
| Schwab Strategic Tr | — | 27.2K | $678.7K | 0.2% | −$4.21K | Added$57.6K |
| Costco Whsl Corp New | — | 647 | $644.6K | 0.2% | $86.7K | Cut$73.8K |
| Intuit Inc. | INTU | 1.49K | $642.5K | 0.2% | −$341.8K | Held |
| Intercontinental Exchange In | — | 4K | $629.1K | 0.2% | −$18.7K | Held |
| Bank New York Mellon Corp | — | 5.28K | $626K | 0.2% | $13.4K | Held |
| Cardinal Health Inc | CAH | 2.8K | $592.5K | 0.2% | $16.3K | Held |
| Allstate Corp | — | 2.78K | $576.4K | 0.2% | −$2.25K | Held |
| Edwards Lifesciences Corp | EW | 7.08K | $567K | 0.2% | −$36.6K | Cut−$41.1K |
| Phillips 66 | PSX | 3.03K | $552.2K | 0.2% | $161.1K | Held |
| Pnc Finl Svcs Group Inc | — | 2.58K | $536.2K | 0.2% | −$1.65K | Held |
| Abbott Labs | ABT | 5.18K | $531.5K | 0.2% | −$117.1K | Held |
| Bank America Corp | — | 10.5K | $510.9K | 0.1% | −$65.5K | Added−$65.4K |
| Vanguard World Fd | — | 2.17K | $487.1K | 0.1% | $29K | Held |
| Conocophillips | COP | 3.67K | $484.8K | 0.1% | $141K | Held |
| Intel Corp | INTC | 10.4K | $457.8K | 0.1% | $75K | Held |
| Adobe Inc. | ADBE | 1.85K | $450.4K | 0.1% | −$198.1K | Cut−$303.1K |
| Fedex Corp | FDX | 1.25K | $447K | 0.1% | $84.5K | Held |
| Schwab Strategic Tr | — | 13.3K | $437K | 0.1% | $2.51K | Added$25.9K |
| Cadence Design System Inc | — | 1.57K | $436.8K | 0.1% | −$54.6K | Held |
| Illinois Tool Wks Inc | — | 1.59K | $413.9K | 0.1% | $22.2K | Held |
| Home Depot, Inc. | HD | 1.25K | $412.4K | 0.1% | −$19.1K | Held |
| Wintrust Finl Corp | — | 2.87K | $398.8K | 0.1% | −$2.53K | Held |
| Vanguard World Fd | — | 568 | $396.3K | 0.1% | −$31.8K | Held |
| Duke Energy Corp New | — | 2.94K | $385.1K | 0.1% | $40.4K | Added$40.6K |
| Morgan Stanley | — | 2.34K | $385.1K | 0.1% | −$30.3K | Held |
| Travelers Companies, Inc. | TRV | 1.3K | $380.4K | 0.1% | $2.11K | Held |
| Schwab Charles Corp | — | 3.95K | $371.2K | 0.1% | −$23.4K | Held |
| Novartis Ag | — | 2.37K | $362.3K | 0.1% | $35.3K | Held |
| Bio-Techne Corp | TECH | 6.8K | $355.4K | 0.1% | −$44.5K | Held |
| Thermo Fisher Scientific Inc. | TMO | 715 | $351.4K | 0.1% | −$62.9K | Held |
| Slb Limited/Nv | SLB | 6.36K | $326.9K | 0.1% | $82.8K | Cut−$1.35M |
| Zebra Technologies Corporati | — | 1.55K | $324.1K | 0.1% | −$52.3K | Held |
| Hewlett Packard Enterprise C | — | 13.2K | $315K | 0.1% | −$2.78K | Cut−$43.5K |
| 3M CO | MMM | 2.12K | $307.9K | 0.1% | −$31.5K | Held |
| Ishares Tr | — | 1.23K | $303.8K | 0.1% | $2.25K | Held |
| Northern Tr Corp | — | 2.05K | $286.1K | 0.1% | $6.11K | Held |
| Ppg Inds Inc | — | 2.56K | $273.1K | 0.1% | $11.3K | Held |
| Cisco Sys Inc | — | 3.5K | $271.6K | 0.1% | $1.96K | Cut−$3.05K |
| Spdr S&P Midcap 400 Etf Tr | — | 430 | $265.2K | 0.1% | $5.8K | Held |
| Corning Inc | — | 1.95K | $265.1K | 0.1% | — | New |
| Kimberly Clark Corp | KMB | 2.7K | $260.5K | 0.1% | −$11.9K | Held |
| Unitedhealth Group Inc | UNH | 945 | $255.7K | 0.1% | −$56.2K | Held |
| Coca Cola Co | KO | 3.25K | $247.1K | 0.1% | $19.9K | Added$20.2K |
| Fastenal Co | FAST | 5.3K | $245.9K | 0.1% | $33.2K | Held |
| Shell Plc | — | 2.56K | $237.6K | 0.1% | — | New |
| Enterprise Prods Partners L | — | 6.1K | $230.8K | 0.1% | — | New |
| Colgate Palmolive Co | CL | 2.53K | $216K | 0.1% | $15.7K | Held |
| Nextera Energy Inc | — | 2.32K | $215.5K | 0.1% | — | New |
| Comcast Corp New | — | 7.31K | $209.9K | 0.1% | −$8.63K | Cut−$15K |
| Meta Platforms, Inc. | META | 356 | $203.7K | 0.1% | −$31.3K | Held |
| Baxter Intl Inc | — | 10.8K | $181.4K | 0.1% | −$24.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.