Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
S&CO INC (CIK 1082461) reported $1.61B across 216 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XOM ($89.2M, 5.54%), BRK/B ($78.6M, 4.88%), MSFT ($70.4M, 4.37%), CAT ($70.0M, 4.34%), CHD ($60.7M, 3.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $89.2M | 5.54% | 526,003 | Trimmed |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $78.6M | 4.88% | 164,075 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $70.4M | 4.37% | 190,197 | Added |
| 4 | CAT | CATERPILLAR INC COM | $70.0M | 4.34% | 98,827 | Trimmed |
| 5 | CHD | CHURCH & DWIGHT CO INC | $60.7M | 3.76% | 650,230 | Added |
| 6 | ECL | ECOLAB INC | $60.1M | 3.73% | 226,060 | Trimmed |
| 7 | AAPL | APPLE INC | $59.0M | 3.66% | 232,357 | Trimmed |
| 8 | MRK | MERCK & CO INC | $51.2M | 3.18% | 425,528 | Trimmed |
| 9 | AMZN | AMAZON.COM INC | $41.1M | 2.55% | 197,153 | Added |
| 10 | ADP | AUTOMATIC DATA PROCESSING INC | $41.0M | 2.55% | 201,978 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $38.4M | 2.38% | 157,098 | Trimmed |
| 12 | CCJ | CAMECO CORP | $35.6M | 2.21% | 327,574 | Trimmed |
| 13 | GLD | SPDR GOLD TRUST | $34.7M | 2.15% | 80,565 | Hold |
| 14 | GOOG | ALPHABET INC CLASS C | $33.9M | 2.10% | 118,113 | Trimmed |
| 15 | APD | AIR PRODUCTS & CHEMICALS INC C | $27.4M | 1.70% | 94,428 | Added |
| 16 | GOOGL | ALPHABET INC CAP STK CL A | $27.3M | 1.70% | 95,087 | Trimmed |
| 17 | MOS | MOSAIC COMPANY | $24.6M | 1.52% | 963,667 | Trimmed |
| 18 | PROSY | PROSUS NV -SPON ADR | $22.4M | 1.39% | 2.5M | Trimmed |
| 19 | TMO | THERMO FISHER SCIENTIFIC INC C | $20.6M | 1.28% | 41,827 | Trimmed |
| 20 | AR | ANTERO RESOURCES CORP | $20.7M | 1.28% | 487,604 | Added |
| 21 | ABT | ABBOTT LABS | $20.5M | 1.27% | 199,720 | Trimmed |
| 22 | PYPL | PAYPAL HOLDINGS INC | $20.1M | 1.25% | 445,270 | Added |
| 23 | LLY | ELI LILLY & CO COM | $19.8M | 1.23% | 21,519 | Added |
| 24 | RPRX | ROYALTY PHARMA PLC CL A | $17.2M | 1.07% | 358,377 | Hold |
| 25 | UNP | UNION PACIFIC CORP | $16.8M | 1.04% | 69,353 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31