Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

S&CO INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1XOMEXXON MOBIL CORP$89.2M5.54%526,003Trimmed
2BRK/BBERKSHIRE HATHAWAY INC CL B$78.6M4.88%164,075Trimmed
3MSFTMICROSOFT CORP$70.4M4.37%190,197Added
4CATCATERPILLAR INC COM$70.0M4.34%98,827Trimmed
5CHDCHURCH & DWIGHT CO INC$60.7M3.76%650,230Added
6ECLECOLAB INC$60.1M3.73%226,060Trimmed
7AAPLAPPLE INC$59.0M3.66%232,357Trimmed
8MRKMERCK & CO INC$51.2M3.18%425,528Trimmed
9AMZNAMAZON.COM INC$41.1M2.55%197,153Added
10ADPAUTOMATIC DATA PROCESSING INC$41.0M2.55%201,978Trimmed
11JNJJOHNSON & JOHNSON$38.4M2.38%157,098Trimmed
12CCJCAMECO CORP$35.6M2.21%327,574Trimmed
13GLDSPDR GOLD TRUST$34.7M2.15%80,565Hold
14GOOGALPHABET INC CLASS C$33.9M2.10%118,113Trimmed
15APDAIR PRODUCTS & CHEMICALS INC C$27.4M1.70%94,428Added
16GOOGLALPHABET INC CAP STK CL A$27.3M1.70%95,087Trimmed
17MOSMOSAIC COMPANY$24.6M1.52%963,667Trimmed
18PROSYPROSUS NV -SPON ADR$22.4M1.39%2.5MTrimmed
19TMOTHERMO FISHER SCIENTIFIC INC C$20.6M1.28%41,827Trimmed
20ARANTERO RESOURCES CORP$20.7M1.28%487,604Added
21ABTABBOTT LABS$20.5M1.27%199,720Trimmed
22PYPLPAYPAL HOLDINGS INC$20.1M1.25%445,270Added
23LLYELI LILLY & CO COM$19.8M1.23%21,519Added
24RPRXROYALTY PHARMA PLC CL A$17.2M1.07%358,377Hold
25UNPUNION PACIFIC CORP$16.8M1.04%69,353Hold

Source: SEC Form 13F filings · as of 2026-03-31