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| Prentiss Smith & Company Inc
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| CRD # | 110928 |
| SEC # | 801-17579 |
| CIK # | 0001134687 |
| AUM | 453.1 M (2026-06-18) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 802-254-2913 |
| Address | 950 Western Avenue Brattleboro, VT 05301 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001134687 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 11.5 | ||
| Cisco Systems Inc | 10.8 | ||
| Gorman Rupp Co | 10.6 | ||
| Johnson & Johnson | 8.9 | ||
| Microsoft Corp | 6.9 | ||
| Schwab Charles Corp | 6.4 | ||
| Atmus Filtration Technologies Inc | 6.1 | ||
| Advanced Drainage Systems Inc | 6.0 | ||
| Brady Corp | 5.7 | ||
| Qiagen NV | 5.3 | ||
| Agilent Technologies Inc | 5.3 | ||
| Union Pacific Corp | 5.2 | ||
| Procter & Gamble Co | 5.1 | ||
| BlackRock Inc | 4.9 | ||
| New York Times Co | 4.7 | ||
| Progressive Corp/Oh/ | 4.7 | ||
| Novartis AG | 4.4 | ||
| Xylem Inc | 4.4 | ||
| Abbott Laboratories | 4.3 | ||
| Mine Safety Appliances Co | 3.8 | ||
| Cooper Companies Inc | 3.5 | ||
| Emcor Group Inc | 3.3 | ||
| Tennant Co | 2.6 | ||
| on Holding AG | 2.3 | ||
| Bentley Systems Inc | 2.2 | ||
| Automatic Data Processing Inc | 1.9 | ||
| Apple Inc | 1.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 290 | 258.1 |
| (b) Individuals (high net worth individuals) | 10 | 152.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 7.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 34.9 |
| (n) Other | 0 | 0.0 |
| Total | 622 | 453.1 |
| By Discretionary | ||
| Discretionary | 610 | 447.1 |
| Non-Discretionary | 12 | 5.9 |
| Total | 622 | 453.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.1 | |
| United States Persons | 448.9 | |
| Total | 622 | 453.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001134687] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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