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S&CO INC

Q2 2026 13F filing

Updated 35 days ago

222 disclosed positions worth $1.7B

Portfolio value
$1.7B
Total holdings
222
New positions
14
Closed positions
10
Increased
27
Decreased
48
Turnover
10.8%
Filed
2026-08-06

Full holdings

Every line item disclosed in Q2 2026

C
1.CAT

CATERPILLAR INC.

-4.8%
Value
$100.2M
Shares
94.1K
% Port
5.79%
B

BERKSHIRE HATHAWAY INC CL B

Unchanged
Value
$82.1M
Shares
164.1K
% Port
4.74%
M

MICROSOFT CORP

+4.3%
Value
$74M
Shares
198.3K
% Port
4.27%
X
4.XOM

EXXONMOBIL HOLDINGS CORP

Value
$71.9M
Shares
526.0K
% Port
4.15%
A

APPLE INC

-5.0%
Value
$63.9M
Shares
220.7K
% Port
3.69%
C
6.CHD

CHURCH & DWIGHT CO INC

-0.1%
Value
$62.9M
Shares
649.7K
% Port
3.64%
E
7.ECL

ECOLAB INC

-0.1%
Value
$62.9M
Shares
225.9K
% Port
3.64%
M
8.MRK

MERCK & CO INC

Unchanged
Value
$54.7M
Shares
425.5K
% Port
3.16%
A

AMAZON.COM INC

-0.1%
Value
$46.9M
Shares
197.0K
% Port
2.71%
A
10.ADP

AUTOMATIC DATA PROCESSING INC

Unchanged
Value
$45.2M
Shares
202.0K
% Port
2.61%
G

ALPHABET INC CLASS C

Unchanged
Value
$41.7M
Shares
118.1K
% Port
2.41%
J
12.JNJ

JOHNSON & JOHNSON

Unchanged
Value
$39.9M
Shares
157.1K
% Port
2.30%
G

ALPHABET INC CAP STK CL A

-0.2%
Value
$33.9M
Shares
94.9K
% Port
1.96%
C
14.CCJ

CAMECO CORP

-4.3%
Value
$31.9M
Shares
313.6K
% Port
1.85%
P
15.PANW

PALO ALTO NETWORKS INC

+5.7%
Value
$31.3M
Shares
91.9K
% Port
1.81%
G
16.GLD

SPDR GOLD TRUST

Unchanged
Value
$29.7M
Shares
80.6K
% Port
1.71%
A
17.APD

AIR PRODUCTS & CHEMICALS INC C

+0.2%
Value
$27.7M
Shares
94.6K
% Port
1.60%
L
18.LLY

ELI LILLY & CO COM

+3.6%
Value
$26.7M
Shares
22.3K
% Port
1.55%
M
19.MOS

MOSAIC COMPANY

+8.0%
Value
$22.1M
Shares
1.04M
% Port
1.27%
?
20.N/A

PROSUS NV -SPON ADR

+0.1%
Value
$21.7M
Shares
2.50M
% Port
1.25%
T
21.TMO

THERMO FISHER SCIENTIFIC INC C

-1.1%
Value
$20.7M
Shares
41.4K
% Port
1.20%
R
22.RPRX

ROYALTY PHARMA PLC CL A

-0.0%
Value
$20.1M
Shares
358.3K
% Port
1.16%
U
23.UNP

UNION PACIFIC CORP

Unchanged
Value
$18.9M
Shares
69.4K
% Port
1.09%
P
24.PYPL

PAYPAL HOLDINGS INC

-2.1%
Value
$18.8M
Shares
436.0K
% Port
1.09%
L

LIBERTY MEDIA CORP-LIBERTY LIV

-1.0%
Value
$18.5M
Shares
174.8K
% Port
1.07%
U
26.UNH

UNITEDHEALTH GROUP INC COM

-0.2%
Value
$18.3M
Shares
44.0K
% Port
1.06%
A
27.AR

ANTERO RESOURCES CORP

+3.5%
Value
$17.7M
Shares
504.6K
% Port
1.02%
A
28.ABT

ABBOTT LABS

-6.6%
Value
$16.9M
Shares
186.5K
% Port
0.98%
S
29.SIRI

SIRIUS XM HOLDINGS INC

-2.1%
Value
$16.8M
Shares
569.2K
% Port
0.97%
E

EVERPURE, INC. CLASS A

Unchanged
Value
$15M
Shares
190.4K
% Port
0.87%
S

SPDR S&P BIOTECH ETF

+0.0%
Value
$14.9M
Shares
94.3K
% Port
0.86%
N
32.NVDA

NVIDIA CORP COM

Unchanged
Value
$14.4M
Shares
72.2K
% Port
0.83%
V
33.V

VISA INC. CL A

+11.6%
Value
$14.4M
Shares
41.9K
% Port
0.83%
F
34.FUL

H.B. FULLER CO.

-7.4%
Value
$14.1M
Shares
241.8K
% Port
0.81%
G
35.GEV

GE VERNOVA INC

-4.2%
Value
$13.8M
Shares
11.7K
% Port
0.80%
L
36.LIN

LINDE PLC

+0.3%
Value
$13.6M
Shares
26.1K
% Port
0.78%
G
37.GE

GE AEROSPACE COM (NEW)

-4.8%
Value
$13.3M
Shares
35.7K
% Port
0.77%
A
38.ALKS

ALKERMES PLC

Unchanged
Value
$12.8M
Shares
244.8K
% Port
0.74%
C
39.CSCO

CISCO SYSTEMS INC COM

-0.4%
Value
$12.6M
Shares
107.1K
% Port
0.73%
?
40.N/A

ROCHE HOLDING LTD SPONSORED AD

+63.9%
Value
$11.9M
Shares
230.3K
% Port
0.69%
F

LIBERTY FORMULA ONE SER C

Unchanged
Value
$11.7M
Shares
122.5K
% Port
0.67%
M
42.MA

MASTERCARD INC - A

+4.1%
Value
$11.5M
Shares
22.4K
% Port
0.66%
G
43.GFL

GFL ENVIRONMENTAL

+44.5%
Value
$10.8M
Shares
293.5K
% Port
0.62%
P
44.PEP

PEPSICO INC

-1.7%
Value
$10.2M
Shares
75.7K
% Port
0.59%
A
45.AFL

AFLAC INC COM

Unchanged
Value
$9.8M
Shares
83.6K
% Port
0.57%
A
46.ADI

ANALOG DEVICES INC COM

-4.0%
Value
$9.4M
Shares
23.8K
% Port
0.55%
A
47.ABNB

AIRBNB INC A

Unchanged
Value
$8.9M
Shares
62.4K
% Port
0.52%
M
48.MDT

MEDTRONIC PLC

Unchanged
Value
$8.5M
Shares
108.1K
% Port
0.49%
V
49.VGES

VANGUARD FTSE EMERGING MARKET

+0.7%
Value
$7.9M
Shares
132.5K
% Port
0.46%
J

JP MORGAN CHASE & CO

-2.7%
Value
$7.6M
Shares
23.3K
% Port
0.44%