VAN STRUM & TOWNE INC.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Nov 2026 | $483,035,626 | Individuals and high net worth (85%) |
| Apr 2025 to Mar 2026 | $429,922,078 | Individuals and high net worth (85%) |
| Apr 2024 to Mar 2025 | $380,740,658 | Individuals and high net worth (85%) |
| May 2023 to Mar 2024 | $347,934,610 | Individuals and high net worth (84%) |
| Apr 2023 | $347,934,610 | Individuals and high net worth (84%) |
| Apr 2022 to Mar 2023 | $403,738,817 | Individuals and high net worth (85%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 69.0%; sector active share 27.0% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
111 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 35.1% | $128,636,043 |
| Technology | 19.4% | $71,258,017 |
| Healthcare | 12.9% | $47,290,551 |
| Financial Services | 9.7% | $35,625,712 |
| Communication Services | 7.1% | $26,084,879 |
| Industrials | 5.9% | $21,536,139 |
| Consumer Defensive | 4.2% | $15,421,561 |
| Basic Materials | 2.6% | $9,462,233 |
| Consumer Cyclical | 1.8% | $6,486,821 |
| Energy | 1.2% | $4,420,388 |
| Utilities | 0.2% | $567,543 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHX | Schwab U.S. Large-Cap ETF | +28,612 | 289,441 | $8,518,248 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +13,531 | 510,557 | $25,645,278 | |
| SCHP | Schwab U.S. TIPS ETF | +6,940 | 243,202 | $6,444,853 | |
| SCHJ | Schwab 1-5 Year Corporate Bond ETF | +6,111 | 218,661 | $5,392,180 | |
| VXUS | Vanguard Total International Stock ETF | +5,333 | 71,482 | $6,110,996 | |
| VTEC | Vanguard California Tax-Exempt Bond ETF | +4,000 | 11,650 | $1,171,990 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +3,976 | 4,544 | $543,098 | |
| SCHE | Schwab Emerging Markets Equity ETF | +3,728 | 16,989 | $616,021 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | +2,782 | 31,439 | $3,211,808 | |
| AMZN | Amazon Com Inc | +2,586 | 13,213 | $3,149,186 | |
| XLE | State Street(R) Energy Select Sector SPDR(R) ETF | +1,743 | 105,656 | $5,611,390 | |
| ADBE | Adobe Inc. | +856 | 2,709 | $555,399 | |
| PEP | Pepsico Inc | +697 | 40,752 | $5,517,820 | |
| PG | PROCTER & GAMBLE Co | +643 | 51,173 | $7,504,008 | |
| EMR | Emerson Electric Co | +367 | 47,946 | $6,863,469 | |
| ECL | Ecolab Inc. | +281 | 32,850 | $9,152,338 | |
| JPM | Jpmorgan Chase & Co | +265 | 38,042 | $12,452,287 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | +245 | 172,894 | $13,663,812 | |
| BAC | Bank Of America Corp | +206 | 10,686 | $608,888 | |
| PANW | Palo Alto Networks Inc | +200 | 24,847 | $8,473,323 | |
| AXP | American Express Co | +108 | 10,098 | $3,415,648 | |
| ADP | Automatic Data Processing Inc | +101 | 49,627 | $11,113,966 | |
| AVGO | Broadcom Inc. | +98 | 8,800 | $3,324,200 | |
| NVS | Novartis AG | +75 | 2,447 | $383,493 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | +63 | 21,828 | $8,077,233 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SCHI | Schwab 5-10 Year Corporate Bond ETF | −4,468 | 504,007 | $11,410,718 | |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | −4,250 | 92,496 | $7,644,794 | |
| HPQ | Hp Inc | −2,310 | 133,503 | $2,929,055 | |
| GOOGL | Alphabet Inc. | −889 | 56,034 | $20,024,870 | |
| ABBV | AbbVie Inc. | −850 | 37,773 | $9,505,197 | |
| QCOM | Qualcomm Inc | −670 | 22,642 | $4,184,015 | |
| INTC | Intel Corp | −462 | 9,913 | $1,384,152 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −426 | 76,520 | $4,567,478 | |
| RTX | RTX Corp | −375 | 14,056 | $2,666,844 | |
| MS | Morgan Stanley | −375 | 1,965 | $410,763 | |
| LLY | ELI LILLY & Co | −372 | 5,679 | $6,811,563 | |
| PNC | Pnc Financial Services Group, Inc. | −300 | 2,277 | $560,642 | |
| ZBRA | Zebra Technologies Corp | −300 | 1,250 | $329,075 | |
| MSFT | Microsoft Corp | −297 | 51,209 | $19,101,981 | |
| CVX | Chevron Corp | −255 | 18,188 | $3,014,842 | |
| IBM | International Business Machines Corp | −219 | 30,587 | $8,601,370 | |
| CSCO | Cisco Systems, Inc. | −215 | 3,285 | $385,856 | |
| SLB | Slb Limited | −186 | 6,175 | $287,075 | |
| VOO | VANGUARD 500 INDEX FUND | −155 | 20,014 | $13,745,815 | |
| GOOG | Alphabet Inc. | −120 | 2,958 | $1,045,150 | |
| CRM | Salesforce, Inc. | −120 | 24,270 | $3,802,138 | |
| VDC | VANGUARD CONSUMER STAPLES INDEX FUND | −109 | 2,060 | $464,509 | |
| CDNS | Cadence Design Systems Inc | −107 | 1,465 | $549,843 | |
| CAT | Caterpillar Inc | −80 | 3,745 | $3,988,050 | |
| JNJ | Johnson & Johnson | −70 | 44,632 | $11,335,189 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| VTIP |
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND
|
Added | 510,557 | $25,645,278 | 6.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 56,034 | $20,024,870 | 5.46% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 51,209 | $19,101,981 | 5.21% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Reduced | 20,014 | $13,745,815 | 3.75% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Added | 172,894 | $13,663,812 | 3.73% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 38,042 | $12,452,287 | 3.39% | |
| SCHI |
Schwab 5-10 Year Corporate Bond ETF
|
Reduced | 504,007 | $11,410,718 | 3.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 44,632 | $11,335,189 | 3.09% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 31,250 | $11,316,250 | 3.09% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 49,627 | $11,113,966 | 3.03% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 37,773 | $9,505,197 | 2.59% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Added | 32,850 | $9,152,338 | 2.50% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 30,587 | $8,601,370 | 2.35% | |
| SCHX |
Schwab U.S. Large-Cap ETF
|
Added | 289,441 | $8,518,248 | 2.32% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 24,847 | $8,473,323 | 2.31% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 21,828 | $8,077,233 | 2.20% | |
| VCIT |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND
|
Reduced | 92,496 | $7,644,794 | 2.08% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 51,173 | $7,504,008 | 2.05% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 47,946 | $6,863,469 | 1.87% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 5,679 | $6,811,563 | 1.86% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 243,202 | $6,444,853 | 1.76% | |
| VXUS |
Vanguard Total International Stock ETF
|
Added | 71,482 | $6,110,996 | 1.67% | |
| XLE |
State Street(R) Energy Select Sector SPDR(R) ETF
|
Added | 105,656 | $5,611,390 | 1.53% | |
| COF |
Capital One Financial Corp
Financial Services
|
Added | 27,830 | $5,583,254 | 1.52% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 40,752 | $5,517,820 | 1.50% | |
| SCHJ |
Schwab 1-5 Year Corporate Bond ETF
|
Added | 218,661 | $5,392,180 | 1.47% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 50,019 | $4,814,328 | 1.31% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 76,520 | $4,567,478 | 1.25% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 22,642 | $4,184,015 | 1.14% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 3,745 | $3,988,050 | 1.09% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 24,270 | $3,802,138 | 1.04% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 11,580 | $3,451,650 | 0.94% | |
| AXP |
American Express Co
Financial Services
|
Added | 10,098 | $3,415,648 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 8,800 | $3,324,200 | 0.91% | |
| GE |
General Electric Co
Industrials
|
Held | 8,654 | $3,234,259 | 0.88% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Added | 31,439 | $3,211,808 | 0.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 13,213 | $3,149,186 | 0.86% | |
| MCO |
Moodys Corp
Financial Services
|
Held | 6,883 | $3,117,448 | 0.85% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 18,188 | $3,014,842 | 0.82% | |
| HPQ |
Hp Inc
Technology
|
Reduced | 133,503 | $2,929,055 | 0.80% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 14,056 | $2,666,844 | 0.73% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 2,229 | $2,618,762 | 0.71% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 5,191 | $2,597,524 | 0.71% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 3,343 | $2,503,539 | 0.68% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 85,044 | $2,047,859 | 0.56% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 3,375 | $1,733,400 | 0.47% | |
| SCHV |
Schwab U.S. Large-Cap Value ETF
|
Held | 49,433 | $1,720,762 | 0.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 13,293 | $1,708,150 | 0.47% | |
| INTC |
Intel Corp
Technology
|
Reduced | 9,913 | $1,384,152 | 0.38% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 4,537 | $1,312,826 | 0.36% |
Showing the top 50 of 111 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.