S&CO INC

CIK: 0001082461SEC EDGAR →

Portfolio Value

$1.6B

Holdings

218

As of

Q4 2025

New Positions

5

Closed Positions

7

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

MICROSOFT CORP

172,297$83.3M
5.18%
2

BERKSHIRE HATHAWAY INC CL B

164,230$82.5M
5.13%
3

EXXON MOBIL CORP

526,898$63.4M
3.94%
4

APPLE INC

232,949$63.3M
3.93%
5

CATERPILLAR INC COM

105,396$60.4M
3.75%
6

ECOLAB INC

227,070$59.6M
3.70%
7

CHURCH & DWIGHT CO INC

644,488$54.0M
3.36%
8

AUTOMATIC DATA PROCESSING INC

202,743$52.2M
3.24%
9

MERCK & CO INC

425,531$44.8M
2.78%
10

AMAZON.COM INC

190,573$44.0M
2.73%

Quarterly Changes

Top Buys

MSFT↑ Increased
$83.2M
LLY↑ Increased
$21.7M
$14.7M
MRK↑ Increased
$9.3M
GOOG↑ Increased
$8.3M

Top Sells

BRK/B↓ Decreased
$82.5M
FWONACLOSED
$17.2M
MOS↓ Decreased
$13.8M
FMCCLOSED
$12.5M
CCO↓ Decreased
$10.8M

New Positions (8)

$14.7M · 177K shares
$4.7M · 31K shares
$3.9M · 48K shares
$1.0M · 7K shares
$248K · 6K shares
$220K · 2K shares
$219K · 130 shares
$204K · 4K shares

Closed Positions (12)

$17.2M · 177K shares
$12.5M · 371K shares
$5.0M · 105K shares
$4.6M · 48K shares
SUNRISE COMMUNICAT-CL A
$2.8M · 47K shares
$907K · 40K shares
$411K · 5K shares
$262K · 2K shares
$230K · 4K shares
$224K · 2K shares
$219K · 3K shares
$239 · 200 shares

Sector Breakdown

Sector# HoldingsValue%
Technology30$279.9M17.4%
Healthcare40$272.4M16.9%
Communication Services21$182.7M11.4%
Industrials34$181.5M11.3%
Unknown21$162.2M10.1%
Basic Materials6$133.4M8.3%
Financial Services31$113.1M7.0%
Energy8$95.9M6.0%
Consumer Cyclical11$84.0M5.2%
Consumer Defensive9$81.9M5.1%
Utilities6$19.0M1.2%
Real Estate1$3.7M0.2%