PRENTISS SMITH & CO INC — 13F Holdings & Portfolio

CIK 1134687 · latest 13F-HR filed 2026-07-30

PRENTISS SMITH & CO INC manages $182.2M in 13F-reported U.S. long-equity assets across 67 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GRC (8.59%), GOOG (7.65%), CSCO (5.25%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 2, added to 28, and trimmed 15.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
950 WESTERN AVENUE
BRATTLEBORO, VT 05301
Phone
(802) 254-2913
Filing Manager
PRENTISS SMITH & CO INC
BRATTLEBORO, VT
Signatory
Karlie Borst
COO
Loading holdings…
AUM

$182.2M

Long-equity book

Holdings

67

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+4 / −2 / ↑28 / ↓15

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GORMAN RUPP CO$5.1M +47.7%
  • ALPHABET INC$2.5M +21.5%
  • ON HLDG AG$2.1M +92.2%
  • PROGRESSIVE CORP$1.6M +34.1%
  • ALLEGRO MICROSYSTEMS INC$902.4K +117.9%
Show all 28

Top Trims

  • BRADY CORP-$2.2M -37.6%
  • CISCO SYS INC-$1.3M -11.8%
  • NEW YORK TIMES CO MTN BE-$830.2K -17.6%
  • ABBOTT LABORATORIES-$532.2K -12.3%
  • EXXON MOBIL CORP-$436.9K -22.7%
Show all 15

New Positions

  • STRYKER CORPORATION$3.6M
  • INTEL CORP$629.7K
  • REVVITY INC$224.0K
  • ALPHABET INC$213.7K
Show all 4

Exited Positions

  • TENNANT CO$2.6M
  • HOLOGIC INC$2.4M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 GORMAN RUPP CO GRC 383082104 $15.7M 8.59% 170,715 SH
2 ALPHABET INC GOOG 02079K107 $13.9M 7.65% 39,449 SH
3 CISCO SYS INC CSCO 17275R102 $9.6M 5.25% 81,426 SH
4 JOHNSON & JOHNSON JNJ 478160104 $9.2M 5.04% 36,195 SH
5 MICROSOFT CORP MSFT 594918104 $7.1M 3.91% 19,091 SH
6 ADVANCED DRAIN SYS INC DEL WMS 00790R104 $6.8M 3.72% 43,207 SH
7 PROGRESSIVE CORP PGR 743315103 $6.3M 3.46% 28,895 SH
8 SCHWAB CHARLES CORP SCHW 808513105 $6.2M 3.38% 66,695 SH
9 ATMUS FILTRATION TECHNOLOGIE ATMU 04956D107 $6.1M 3.37% 120,486 SH
10 AGILENT TECHNOLOGIES INC A 00846U101 $6.1M 3.35% 45,889 SH
11 UNION PAC CORP UNP 907818108 $5.6M 3.08% 20,620 SH
12 QIAGEN NV QGEN N72482156 $5.1M 2.82% 131,596 SH
13 PROCTER & GAMBLE CO PG 742718109 $5.0M 2.72% 33,824 SH
14 BLACKROCK INC BLK 09290D101 $4.8M 2.66% 5,035 SH
15 NOVARTIS AG NVS 66987V109 $4.5M 2.49% 29,004 SH
16 ON HLDG AG ONON H5919C104 $4.4M 2.41% 123,947 SH
17 XYLEM INC XYL 98419M100 $4.4M 2.40% 36,943 SH
18 MSA SAFETY INC MSA 553498106 $4.1M 2.23% 23,316 SH
19 NEW YORK TIMES CO MTN BE NYT 650111107 $3.9M 2.13% 55,552 SH
20 ABBOTT LABORATORIES ABT 002824100 $3.8M 2.08% 41,712 SH
21 STRYKER CORPORATION SYK 863667101 $3.6M 1.99% 11,503 SH
22 BRADY CORP BRC 104674106 $3.6M 1.97% 39,134 SH
23 EMCOR GROUP INC EME 29084Q100 $3.6M 1.95% 4,279 SH
24 COOPER COS INC COO 216648501 $3.4M 1.89% 48,053 SH
25 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $3.2M 1.77% 6,436 SH
26 AUTOMATIC DATA PROCESSING IN ADP 053015103 $2.1M 1.16% 9,437 SH
27 APPLE INC AAPL 037833100 $2.0M 1.11% 6,969 SH
28 BENTLEY SYS INC BSY 08265T208 $1.9M 1.03% 62,499 SH
29 ALLEGRO MICROSYSTEMS INC ALGM 01749D105 $1.7M 0.92% 23,960 SH
30 EXXON MOBIL CORP XOM 30231G102 $1.5M 0.81% 10,853 SH
31 ISHARES TR IVV 464287200 $1.5M 0.81% 1,977 SH
32 VISA INC V 92826C839 $1.4M 0.77% 4,094 SH
33 REGENERON PHARMACEUTICALS REGN 75886F107 $1.3M 0.70% 2,038 SH
34 ISHARES TR SUSA 464288802 $1.3M 0.70% 8,220 SH
35 AMAZON COM INC AMZN 023135106 $1.2M 0.65% 4,986 SH
36 T-MOBILE US INC TMUS 872590104 $1.1M 0.59% 6,394 SH
37 META PLATFORMS INC META 30303M102 $1.0M 0.56% 1,796 SH
38 ABBVIE INC ABBV 00287Y109 $977.1K 0.54% 3,883 SH
39 WARBY PARKER INC WRBY 93403J106 $935.2K 0.51% 30,825 SH
40 GE AEROSPACE GE 369604301 $896.2K 0.49% 2,398 SH
41 UBER TECHNOLOGIES INC UBER 90353T100 $850.5K 0.47% 11,787 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $824.3K 0.45% 1,605 SH
43 GE VERNOVA INC GEV 36828A101 $689.6K 0.38% 587 SH
44 CHEWY INC CHWY 16679L109 $665.1K 0.37% 33,848 SH
45 INTEL CORP INTC 458140100 $629.7K 0.35% 4,510 SH
46 PEPSICO INC PEP 713448108 $626.2K 0.34% 4,625 SH
47 GENUINE PARTS CO GPC 372460105 $589.9K 0.32% 5,000 SH
48 COCA COLA CO KO 191216100 $480.7K 0.26% 5,915 SH
49 BOOKING HOLDINGS INC BKNG 09857L108 $445.6K 0.24% 2,500 SH
50 INTERNATIONAL BUSINESS MACHS IBM 459200101 $443.7K 0.24% 1,578 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $182.2M 67 0001134687-26-000004
2026-03-31 2026-05-07 $172.2M 65 0001134687-26-000003
2025-12-31 2026-01-29 $167.4M 65 0001134687-26-000002