Prentiss Smith & Co Inc has recently submitted its 13F-HR report, providing a snapshot of its investment portfolio as of September 30, 2026. This filing is significant as it highlights the firm's investment strategies and positions within the financial services industry. The report reveals a diverse array of holdings, indicating a strategic approach to asset management.

Founded in 1999 and based in Brattleboro, Vermont, Prentiss Smith & Co Inc operates as a financial services firm. The company is known for its investment management services, focusing on a variety of asset classes. The firm has consistently filed 13F reports, showcasing its investment activities and portfolio adjustments over time.

The latest filing, dated October 27, 2026, indicates that Prentiss Smith & Co Inc holds a total of 70 different investments, valued at approximately $176.6 million. This diverse portfolio includes significant stakes in well-known companies such as Apple Inc, Amazon.com Inc, and Microsoft Corp, reflecting a focus on large-cap stocks.

According to the filing, the firm has made strategic investments in various sectors, including technology, healthcare, and consumer goods. Some of the notable holdings include:

  • Apple Inc: 2,289 shares valued at $762,283.
  • Amazon.com Inc: 4,906 shares valued at $1,222,330.
  • Microsoft Corp: 18,645 shares valued at $9,563,021.
  • Johnson & Johnson: 35,720 shares valued at $9,456,513.
  • Alphabet Inc: 39,178 shares of Class C stock valued at $13,349,512.

This filing is particularly relevant as it provides insights into the firm's investment philosophy and market outlook. By holding significant positions in major corporations, Prentiss Smith & Co Inc demonstrates confidence in the continued performance of these companies.

The impact of this filing may extend beyond the firm itself, as it reflects broader trends in the financial services industry. As firms like Prentiss Smith & Co Inc adjust their portfolios, it can influence market sentiment and investor behavior. The diverse holdings may also indicate a strategy aimed at mitigating risk while capitalizing on growth opportunities across various sectors.

Looking ahead, it remains to be seen how Prentiss Smith & Co Inc will adapt its investment strategies in response to market conditions. The firm is expected to continue monitoring its portfolio and may make further adjustments in future filings. As of now, the filing does not specify any upcoming votes or significant changes in management.

For further details, the full filing can be accessed through the SEC's EDGAR database, accession number 0001134687-26-000006.