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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 17 of 19  ·  380 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 AGCO AGCO CORP Industrials 39.0 $5K 0.00% NEW $115.87 -1.3%
322 AMAT APPLIED MATLS INC Technology 13.0 $4K 0.00% NEW $341.77 +33.1%
323 SNDA SONIDA SENIOR LIVING INC COM Healthcare 134.0 $4K 0.00% NEW $32.25 +16.3%
324 RGR STURM RUGER & CO INC COM Industrials 100.0 $4K 0.00% $40.09 +0.3%
325 UPS UNITED PARCEL SERVICE Industrials 40.0 $4K 0.00% $98.38 +3.7%
326 OXY OCCIDENTAL PETROLEUM CORP. Energy 55.0 $4K 0.00% -45.0 -45.0% $65.00 -11.6%
327 PNR PENTAIR PLC SHS Industrials 40.0 $3K 0.00% $87.10 -15.6%
328 DAR DARLING INTL INC COM Consumer Defensive 55.0 $3K NEW $61.85 -4.0%
329 EXPD EXPEDITORS INTL WASH INC Industrials 21.0 $3K NEW $143.24 +12.2%
330 NDSN NORDSON CORP Industrials 11.0 $3K NEW $266.09 +8.2%
331 DCI DONALDSON INC Industrials 34.0 $3K NEW $84.88 -0.1%
332 SNA SNAP ON TOOLS CORP Industrials 7.0 $3K NEW $363.29 +2.4%
333 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 35.0 $3K NEW $72.46 +20.7%
334 TTC TORO CO Industrials 27.0 $3K NEW $93.44 -2.0%
335 NEXTERA ENERGY PARTNERS LP COM 235.0 $2K $10.62
336 BROWN FORMAN CORP CL B 92.0 $2K NEW $26.43
337 NTRS NORTHERN TR CORP Financial Services 17.0 $2K NEW $139.59 +21.7%
338 NJR NEW JERSEY RES CORP COM Utilities 43.0 $2K NEW $54.93 +4.7%
339 CL COLGATE PALMOLIVE CO Consumer Defensive 27.0 $2K NEW $85.22 +5.4%
340 SO SOUTHERN CO Utilities 22.0 $2K NEW $96.50 -2.5%
Page 17 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%