Institutions / S&CO Inc
S&CO Inc
CIK 1082461 · Institution · as of Mar 31, 2026
Portfolio value
$1.61M
Positions
218
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.61M+0.1%Positions
218+0.0%Top holdings
Mar 31, 2026View all 218 →
| Company | Value | % of portfolio |
|---|---|---|
| Exxon Mobil Corp | $89.2K | 5.5% |
| Warren E. Buffett | $78.6K | 4.9% |
| Microsoft Corp | $70.4K | 4.4% |
| Caterpillar Inc | $70.0K | 4.3% |
| Church & Dwight Co Inc /De | $60.7K | 3.8% |
| Ecolab Inc. | $60.1K | 3.7% |
| Apple Inc. | $59.0K | 3.7% |
| Merck & Co Inc | $51.2K | 3.2% |
| Amazon.com Inc | $41.1K | 2.5% |
| Automatic Data Processing Inc | $41.0K | 2.5% |
| Johnson & Johnson | $38.4K | 2.4% |
| Cameco Corp | $35.6K | 2.2% |
| SPDR Gold Trust | $34.7K | 2.2% |
| Alphabet Inc. | $33.9K | 2.1% |
| Air Products & Chemicals, Inc. | $27.4K | 1.7% |
| Alphabet Inc. | $27.3K | 1.7% |
| Mosaic Co/The | $24.6K | 1.5% |
| Prosus NV -Spon Adr | $22.4K | 1.4% |
| ANTERO RESOURCES Corp | $20.7K | 1.3% |
| Thermo Fisher Scientific Inc. | $20.6K | 1.3% |
| Abbott Laboratories | $20.5K | 1.3% |
| PayPal Holdings, Inc. | $20.1K | 1.2% |
| ELI LILLY & Co | $19.8K | 1.2% |
| Royalty Pharma PLC Cl a | $17.2K | 1.1% |
| Union Pacific Corp | $16.8K | 1.0% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | G0593m107 | $9.8K | +51K | 50,765 0.61% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp | $6.6K | +18K +10.39% | 190,197 4.37% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc | $-4.7K | -7K -6.23% | 98,827 4.34% of portfolio | low |
| Q1 2026 as of | Add | PayPal Holdings, Inc. | $4.5K | +100K +28.82% | 445,270 1.25% of portfolio | low |
| Q1 2026 as of | Add | 771195104 | $4.3K | +87K +162.99% | 140,551 0.43% of portfolio | low |
| Q1 2026 as of | Add | 36164v800 | $3.3K | +89K +196.08% | 134,052 0.31% of portfolio | low |
| Q1 2026 as of | Add | Intuit Inc. | $3.3K | +8K +109.57% | 14,540 0.39% of portfolio | low |
| Q1 2026 as of | Trim | 13321L108 | $-3.1K | -29K -8.07% | 327,574 2.21% of portfolio | low |
| Q1 2026 as of | Trim | Abbott Laboratories | $-2.8K | -27K -11.91% | 199,720 1.27% of portfolio | low |
| Q1 2026 as of | Trim | Sirius XM Holdings Inc | $-2.8K | -120K -17.11% | 581,427 0.83% of portfolio | low |