Position in PEO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$253,478
-$26,190 QoQ
Shares Held
10,254
+1.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#15
of 27 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SEARLE & CO. holds $4,955,884 across 7 Asset Management names. PEO ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQH |
Equitable Holdings, Inc.
|
57,467 | $2,521,651 | |
| 2 | AMP |
Ameriprise Financial Inc
|
1,615 | $740,897 | |
| 3 | HLNE |
Hamilton Lane INC
|
7,700 | $606,991 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,260 | $343,587 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
5,662 | $253,940 | |
| 6 | PEO |
Adams Natural Resources Fund, Inc.
This page
|
10,254 | $253,478 | |
| 7 | BX |
Blackstone Inc.
|
2,000 | $235,340 |
All Filings in PEO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,478 | 10,254 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $279,668 | 10,060 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $214,660 | 9,874 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $210,035 | 9,760 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $203,677 | 9,531 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $212,178 | 9,302 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $201,921 | 8,696 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $200,590 | 8,496 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||