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Portfolio (Quarterly) Guide ↗

Estabrook Capital Management

· CIK 0001344717
13F Portfolio $685M AUM 380 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 58 New 59 Added 48 Reduced 5 Exited
Page 16 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 TMO THERMO FISHER SCIENTIFIC INC. Healthcare 14.0 $7K 0.00% $491.50 -8.8%
302 REZI RESIDEO TECHNOLOGIES INC COM Industrials 202.0 $7K 0.00% -849.0 -80.8% $33.71 -11.2%
303 GOLDMAN SACHS PFD VARIABLE RAT 344.0 $7K 0.00% $19.16
304 FICO FAIR ISAAC & CO INC Technology 6.0 $6K 0.00% NEW $1067.50 +18.0%
305 ECL ECOLAB INC Basic Materials 24.0 $6K 0.00% +8.0 +50.0% $266.00 -4.4%
306 APP APPLOVIN CORP COM CL A Technology 16.0 $6K 0.00% NEW $398.00 +29.2%
307 FIDELITY SELECT IT SERVICES 160.0 $6K 0.00% $39.02
308 SRE SEMPRA ENERGY Utilities 64.0 $6K 0.00% $97.17 -5.8%
309 EOG EOG RESOURCES INC. Energy 43.0 $6K 0.00% +33.0 +330.0% $144.58 -5.8%
310 LULU LULULEMON ATHLETICA INC COM Consumer Cyclical 40.0 $6K 0.00% -38.0 -48.7% $153.10 -16.8%
311 OC OWENS CORNING NEW COM Industrials 54.0 $6K 0.00% NEW $108.22 +10.9%
312 SBUX STARBUCKS CORP Consumer Cyclical 65.0 $6K 0.00% +28.0 +75.7% $89.58 +13.2%
313 SAP SAP AG ADR SPONS PREF Technology 33.0 $6K 0.00% +6.0 +22.2% $171.21 +2.3%
314 T ROWE PRICE ALL-CAP OPPORTUNI 76.0 $5K 0.00% $71.43
315 NOW SERVICENOW INC COM Technology 50.0 $5K 0.00% $104.56 -4.4%
316 VREX VAREX IMAGING CORP COM Healthcare 480.0 $5K 0.00% $10.61 -4.2%
317 VANGUARD CHARLOTTE FDS TTINT I 265.0 $5K 0.00% $19.19
318 UBER UBER TECHNOLOGIES INC COM Technology 70.0 $5K 0.00% $71.93 -2.5%
319 KD KYNDRYL HLDGS INC COMMON STOCK Technology 358.0 $5K 0.00% $13.12 -8.3%
320 WBD WARNER BROS DISCOVERY INC SERI Communication Services 168.0 $5K 0.00% $27.46 -1.6%
Page 16 of 19  ·  380 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Financial Services 21.0%
Industrials 11.7%
Healthcare 11.1%
Energy 10.2%
Consumer Defensive 8.3%
Communication Services 6.5%
Utilities 3.2%
Consumer Cyclical 2.2%
Basic Materials 1.1%