S&co Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), S&co Inc. reported 217 stock positions worth $1.5 billion. Its top holding was Berkshire Hathaway Class B (BRK.B) at 5.9% of the portfolio, followed by Church & Dwight (CHD, 4.8%) and Exxon Mobil (XOM, 4.4%). Compared with Q4 2024, it opened 11 new positions, sold out of 4, added to 53 and reduced 54. The biggest buy was Eli Lilly (LLY, shares +91%) and the biggest sale Apple (AAPL, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001082461
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001082461-25-000002 ↗ filed May 8, 2025
Holdings Value
Holdings 217 stocks · $1.5B
| BRK.B Berkshire Hathaway Inc. Class B | 5.92% | 165,621 | $88.2M | Reduce -0.0% |
| CHD Church & Dwight Co. Inc. | 4.82% | 651,691 | $71.7M | Add +0.0% |
| XOM Exxon Mobil Corp. | 4.39% | 550,211 | $65.4M | Reduce -0.2% |
| ADP Automatic Data Processing | 4.22% | 205,565 | $62.8M | Reduce -0.1% |
| MSFT Microsoft Corp. | 4.08% | 162,012 | $60.8M | Add +2.0% |
| ECL Ecolab Inc. | 3.93% | 231,083 | $58.6M | Reduce -0.2% |
| AAPL Apple Inc. | 3.65% | 244,503 | $54.3M | Reduce -10.5% |
| MRK Merck & Co. Inc. | 2.57% | 426,583 | $38.3M | Add +5.8% |
| CAT Caterpillar Inc. | 2.54% | 114,895 | $37.9M | Reduce -0.5% |
| ABT Abbott Laboratories | 2.28% | 256,264 | $34.0M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 2.08% | 162,743 | $31.0M | Add +6.0% |
| MOS The Mosaic Co. | 2.06% | 1,136,423 | $30.7M | Add +0.4% |
| APD Air Products & Chemicals Inc. | 1.88% | 95,222 | $28.1M | Add +0.2% |
| JNJ Johnson & Johnson | 1.85% | 166,081 | $27.5M | Reduce -5.1% |
| CCJ Cameco Corp. | 1.59% | 576,601 | $23.7M | Add +2.0% |
| GLD SPDR Gold Shares | 1.56% | 80,565 | $23.2M | No change |
| PROSY Prosus NV -Spon ADR | 1.46% | 2,372,442 | $21.8M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 1.40% | 41,872 | $20.8M | Add +7.5% |
| UNH Unitedhealth Group Inc. | 1.27% | 36,171 | $18.9M | Add +27.5% |
| GOOG Alphabet Inc. Class C | 1.27% | 120,802 | $18.9M | Reduce -12.9% |
| BSX Boston Scientific Corp. | 1.20% | 177,723 | $17.9M | Add +10.3% |
| SIRI Sirius XM Holdings Inc. | 1.16% | 766,373 | $17.3M | Reduce -1.8% |
| UNP Union Pacific Corp. | 1.11% | 70,271 | $16.6M | Add +3.5% |
| LBRDK Liberty Broadband-C | 1.04% | 182,196 | $15.5M | No change |
| FMC FMC Corp. | 1.02% | 361,726 | $15.3M | Add +10.6% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 1.00% | 266,547 | $15.0M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.99% | 95,662 | $14.8M | Reduce -5.3% |
| PEP Pepsico Inc. | 0.99% | 97,909 | $14.7M | Reduce -5.3% |
| LIN Linde PLC | 0.82% | 26,280 | $12.2M | Reduce -0.2% |
| PYPL PayPal Holdings Inc. | 0.82% | 187,119 | $12.2M | Add +3.6% |
| LLYVK Liberty Media Corp.-Liberty-C | 0.80% | 175,945 | $12.0M | Add +0.4% |
| AR Antero Resources Corp. | 0.80% | 293,788 | $11.9M | Add +3.6% |
| PANW Palo Alto Networks Inc. | 0.76% | 66,304 | $11.3M | No change |
| RPRX Royalty Pharma PLC Class A | 0.75% | 358,167 | $11.1M | Add +0.0% |
| FWONK Liberty Media Corp. Class C | 0.74% | 121,857 | $11.0M | No change |
| CSCO Cisco Systems Inc. | 0.73% | 175,103 | $10.8M | No change |
| APO Apollo Global Management Inc. | 0.72% | 77,880 | $10.7M | No change |
| MIDD Middleby Corp. | 0.68% | 66,825 | $10.2M | No change |
| MDT Medtronic PLC | 0.67% | 110,270 | $9.9M | Reduce -7.0% |
| LILA Liberty Latin Americ Class A | 0.66% | 1,551,863 | $9.8M | Reduce -1.0% |
| LLY Eli Lilly & Co. | 0.65% | 11,660 | $9.6M | Add +90.8% |
| AFL Aflac Inc. | 0.62% | 83,170 | $9.2M | Reduce -0.6% |
| ABNB Airbnb Inc. Class A | 0.62% | 77,355 | $9.2M | No change |
| XBI SS SPDR S&P Biotech ETF | 0.57% | 104,573 | $8.5M | Reduce -25.0% |
| ROL Rollins Inc. | 0.57% | 156,098 | $8.4M | No change |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.57% | 190,420 | $8.4M | No change |
| NVDA Nvidia Corp. | 0.55% | 75,132 | $8.1M | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 40,208 | $8.0M | Reduce -1.2% |
| PPLI People Inc. filed as IAC INC | 0.52% | 167,570 | $7.7M | Reduce -17.9% |
| HD Home Depot Inc. | 0.51% | 20,806 | $7.6M | No change |
| ALKS Alkermes PLC | 0.49% | 221,960 | $7.3M | Add +3.5% |
| LBRDA Liberty Broadband-A | 0.46% | 81,205 | $6.9M | Add +0.3% |
| SNREY Sunrise Communicat Class A | 0.42% | 128,761 | $6.2M | Reduce -4.7% |
| MMM 3M Co. | 0.41% | 41,540 | $6.1M | Reduce -0.1% |
| WDAY Workday Inc. Class A | 0.41% | 26,036 | $6.1M | No change |
| HUM Humana Inc. | 0.40% | 22,696 | $6.0M | Add +7.2% |
| EW Edwards Lifesciences Corp. | 0.40% | 82,797 | $6.0M | Add +34.2% |
| JPM JPMorgan Chase & Co. | 0.40% | 24,430 | $6.0M | Reduce -1.2% |
| CB Chubb Ltd. | 0.40% | 19,809 | $6.0M | Reduce -1.2% |
| SYK Stryker Corp. | 0.40% | 16,022 | $6.0M | No change |
| OXY Occidental Petroleum Corp. | 0.40% | 119,265 | $5.9M | Add +51.3% |
| MA Mastercard Inc. Class A | 0.38% | 10,357 | $5.7M | Add +1.5% |
| V Visa Inc. Class A | 0.38% | 16,036 | $5.6M | Add +1.3% |
| FWONA Liberty Media Corp. Class A | 0.37% | 67,554 | $5.5M | Add +1.0% |
| CVX Chevron Corp. | 0.37% | 32,749 | $5.5M | No change |
| LBTYK Liberty Global Ltd. Class C | 0.35% | 430,465 | $5.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 111,373 | $5.0M | Add +0.4% |
| ADI Analog Devices Inc. | 0.34% | 24,789 | $5.0M | No change |
| TECH Bio-Techne Corp. | 0.33% | 83,605 | $4.9M | Add +1.4% |
| WEC WEC Energy Group Inc. | 0.32% | 44,137 | $4.8M | Reduce -0.2% |
| WAT Waters Corp. | 0.31% | 12,464 | $4.6M | Reduce -6.1% |
| GEV GE Vernova Inc. | 0.30% | 14,871 | $4.5M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 23,067 | $4.5M | Add +0.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.30% | 66,914 | $4.4M | Add +20.7% |
| MS Morgan Stanley | 0.28% | 36,347 | $4.2M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.28% | 16,888 | $4.2M | No change |
| RTX RTX Corp. | 0.28% | 31,608 | $4.2M | No change |
| AKAM Akamai Technologies Inc. | 0.28% | 50,937 | $4.1M | Reduce -9.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 92,689 | $3.9M | Reduce -0.1% |
| PG The Procter & Gamble Co. | 0.26% | 22,629 | $3.9M | Reduce -0.2% |
| CTSH Cognizant Tech Solutions-A | 0.26% | 49,740 | $3.8M | No change |
| LILAK Liberty Latin Americ Class C | 0.25% | 591,891 | $3.7M | Reduce -0.0% |
| OKTA Okta Inc. | 0.25% | 34,925 | $3.7M | No change |
| INTU Intuit Inc. | 0.24% | 5,750 | $3.5M | Add +0.0% |
| TEL Te Connectivity PLC | 0.23% | 24,753 | $3.5M | No change |
| IVW iShares S&P 500 Growth ETF | 0.22% | 35,586 | $3.3M | No change |
| META Meta Platforms Inc. Class A | 0.22% | 5,695 | $3.3M | No change |
| LLYVA Liberty Media Corp.-Liberty-A | 0.22% | 48,735 | $3.3M | No change |
| WBD Warner Bros Discovery Inc. | 0.22% | 302,466 | $3.2M | No change |
| WFC Wells Fargo & Co. | 0.22% | 44,803 | $3.2M | Reduce -16.5% |
| PODD Insulet Corp. | 0.21% | 12,155 | $3.2M | Reduce -14.2% |
| CHTR Charter Communications Inc. Class A | 0.21% | 8,610 | $3.2M | No change |
| LBTYA Liberty Global Ltd. Class A | 0.20% | 258,066 | $3.0M | No change |
| GFL GFL Environmental Inc.-Sub VT | 0.20% | 61,230 | $3.0M | Add +5.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 24,081 | $2.9M | Reduce -3.1% |
| EXPE Expedia Group Inc. | 0.20% | 17,336 | $2.9M | No change |
| C Citigroup Inc. | 0.19% | 39,641 | $2.8M | No change |
| VGK Vanguard Ftse Europe ETF | 0.19% | 40,000 | $2.8M | No change |
| ILMN Illumina Inc. | 0.18% | 34,700 | $2.8M | Add +5.0% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.18% | 10,050 | $2.7M | Add +74.8% |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -10.5% | 3.65% | −1.00 |
| GOOG Alphabet Inc. Class C | Reduce -12.9% | 1.27% | −0.53 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.99% | −0.31 |
| CAT Caterpillar Inc. | Reduce -0.5% | 2.54% | −0.30 |
| XBI SS SPDR S&P Biotech ETF | Reduce -25.0% | 0.57% | −0.28 |
| FUL H.B. Fuller Co. | Reduce -0.5% | 1.00% | −0.22 |
| NPWR Net Power Inc. | Reduce -30.9% | 0.04% | −0.20 |
| AKAM Akamai Technologies Inc. | Reduce -9.7% | 0.28% | −0.09 |
| PEP Pepsico Inc. | Reduce -5.3% | 0.99% | −0.08 |
| PPLI People Inc. | Reduce -17.9% | 0.52% | −0.08 |
| WST West Pharmaceutical Services | Sold out | 0.00% | −0.06 |
| AGCO Agco Corp. | Reduce -39.5% | 0.07% | −0.05 |
| SIRI Sirius XM Holdings Inc. | Reduce -1.8% | 1.16% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -16.5% | 0.22% | −0.04 |
| INTC Intel Corp. | Reduce -37.7% | 0.09% | −0.04 |
| PODD Insulet Corp. | Reduce -14.2% | 0.21% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -0.2% | 0.15% | −0.04 |
| MS Morgan Stanley | Reduce -1.1% | 0.28% | −0.03 |
| WAT Waters Corp. | Reduce -6.1% | 0.31% | −0.03 |
| IBKR Interactive Brokers Gro Class A | Reduce -2.2% | 0.17% | −0.02 |
| LILA Liberty Latin Americ Class A | Reduce -1.0% | 0.66% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.1% | 0.26% | −0.02 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -12.6% | 0.18% | −0.01 |
| ALTM Arcadium Lithium PLC | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -30.6% | 0.02% | −0.01 |
| LILAK Liberty Latin Americ Class C | Reduce -0.0% | 0.25% | −0.01 |
| TJX TJX Companies Inc. | Reduce -3.1% | 0.20% | −0.01 |
| CET Central Securities Corp. | Reduce -8.1% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.04% | −0.01 |
| GPN Global Payments Inc. | Reduce -2.5% | 0.02% | −0.00 |
| NOVAQ Sunnova Energy International | Sold out | 0.00% | −0.00 |
| EBC Eastern Bankshares Inc. | Reduce -0.8% | 0.02% | −0.00 |
| BATRK Atlanta Braves Holdings in-C | Reduce -4.3% | 0.07% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.40% | −0.00 |
| CTAS Cintas Corp. | Reduce -10.0% | 0.02% | 0.00 |
| GEHC GE Healthcare Technology | Reduce -0.0% | 0.03% | +0.00 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.26% | +0.00 |
| CI The Cigna Group | Reduce -0.2% | 0.02% | +0.00 |
| SOLV Solventum Corp. | Reduce -0.3% | 0.03% | +0.00 |
| KO The Coca-Cola Co. | Reduce -2.5% | 0.05% | +0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.6% | 0.05% | +0.01 |
| ALC Alcon Inc. | Reduce -0.4% | 0.07% | +0.01 |
| T AT&T Inc. | Reduce -0.8% | 0.07% | +0.01 |
| SNREY Sunrise Communicat Class A | Reduce -4.7% | 0.42% | +0.02 |
| MDT Medtronic PLC | Reduce -7.0% | 0.67% | +0.02 |
| CB Chubb Ltd. | Reduce -1.2% | 0.40% | +0.03 |
| AFL Aflac Inc. | Reduce -0.6% | 0.62% | +0.03 |
| WEC WEC Energy Group Inc. | Reduce -0.2% | 0.32% | +0.04 |
| MMM 3M Co. | Reduce -0.1% | 0.41% | +0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| LLY Eli Lilly & Co. | Add +90.8% | 0.65% | +0.33 |
| UNH Unitedhealth Group Inc. | Add +27.5% | 1.27% | +0.30 |
| BSX Boston Scientific Corp. | Add +10.3% | 1.20% | +0.23 |
| PROSY Prosus NV -Spon ADR | Add +0.1% | 1.46% | +0.19 |
| CHD Church & Dwight Co. Inc. | Add +0.0% | 4.82% | +0.19 |
| MOS The Mosaic Co. | Add +0.4% | 2.06% | +0.17 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.13% | +0.13 |
| OXY Occidental Petroleum Corp. | Add +51.3% | 0.40% | +0.13 |
| DBRG Digitalbridge Group Inc. | Add +988.3% | 0.15% | +0.13 |
| RPRX Royalty Pharma PLC Class A | Add +0.0% | 0.75% | +0.13 |
| AR Antero Resources Corp. | Add +3.6% | 0.80% | +0.12 |
| EW Edwards Lifesciences Corp. | Add +34.2% | 0.40% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +128.1% | 0.17% | +0.09 |
| ALNY Alnylam Pharmaceuticals Inc. | Add +74.8% | 0.18% | +0.09 |
| DHR Danaher Corp. | Add +141.2% | 0.17% | +0.09 |
| RRC Range Resources Corp. | New | 0.08% | +0.08 |
| PFE Pfizer Inc. | Add +402.1% | 0.10% | +0.08 |
| ALKS Alkermes PLC | Add +3.5% | 0.49% | +0.07 |
| ABBV Abbvie Inc. | Add +247.3% | 0.09% | +0.06 |
| UNP Union Pacific Corp. | Add +3.5% | 1.11% | +0.06 |
| ELV Elevance Health Inc. | New | 0.06% | +0.06 |
| LBRDA Liberty Broadband-A | Add +0.3% | 0.46% | +0.05 |
| RBRK Rubrik Inc. Class A | New | 0.05% | +0.05 |
| HCA HCA Healthcare Inc. | New | 0.05% | +0.05 |
| HUM Humana Inc. | Add +7.2% | 0.40% | +0.04 |
| V Visa Inc. Class A | Add +1.3% | 0.38% | +0.04 |
| UTHR United Therapeutics Corp. | New | 0.03% | +0.03 |
| GFL GFL Environmental Inc.-Sub VT | Add +5.9% | 0.20% | +0.02 |
| BIIB Biogen Inc. | New | 0.02% | +0.02 |
| RHHBY Roche Holdings Ltd.-Spons ADR | Add +4.1% | 0.14% | +0.02 |
| TMO Thermo Fisher Scientific Inc. | Add +7.5% | 1.40% | +0.02 |
| BPMC Blueprint Medicines Corp. | Add +38.0% | 0.08% | +0.02 |
| ALGN Align Technology Inc. | New | 0.02% | +0.02 |
| RVMD Revolution Medicines Inc. | New | 0.02% | +0.02 |
| MA Mastercard Inc. Class A | Add +1.5% | 0.38% | +0.02 |
| APD Air Products & Chemicals Inc. | Add +0.2% | 1.88% | +0.01 |
| EL Estee Lauder Companies Class A | Add +20.7% | 0.30% | +0.01 |
| PFG Principal Financial Group | New | 0.01% | +0.01 |
| AES AES Corp. | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +4.0% | 0.16% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.34% | +0.01 |
| CP Canadian Pacific Kansas City | Add +10.8% | 0.10% | +0.01 |
| A Agilent Technologies Inc. | Add +18.8% | 0.14% | +0.00 |
| VWDRY Vestas Wind Systems-Unsp ADR | Add +8.6% | 0.03% | +0.00 |
| EOG EOG Resources Inc. | Add +0.1% | 0.06% | +0.00 |
| CLNE Clean Energy Fuels Corp. | Add +100.0% | 0.01% | +0.00 |
| ELAN Elanco Animal Health Inc. | Add +17.7% | 0.10% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +3.2% | 0.01% | −0.00 |
| WMT Walmart Inc. | Add +0.2% | 0.04% | −0.00 |
| HON Honeywell International Inc. | Add +1.8% | 0.08% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 221 | $1.7B | CAT, BRK.B, MSFT, XOM, AAPL |
| Q1 2026 | 218 | $1.6B | XOM, BRK.B, MSFT, CAT, CHD |
| Q4 2025 | 218 | $1.6B | MSFT, BRK.B, XOM, AAPL, CAT |
| Q3 2025 | 222 | $1.6B | MSFT, BRK.B, ECL, ADP, XOM |
| Q2 2025 | 223 | $1.6B | MSFT, BRK.B, ADP, CHD, ECL |
| Q1 2025 | 217 | $1.5B | BRK.B, CHD, XOM, ADP, MSFT |
| Q4 2024 | 210 | $1.5B | BRK.B, AAPL, CHD, MSFT, ADP |
| Q3 2024 | 219 | $1.5B | BRK.B, CHD, AAPL, MSFT, XOM |
| Q2 2024 | 217 | $1.4B | XOM, CHD, MSFT, BRK.B, AAPL |
| Q1 2024 | 210 | $1.4B | BRK.B, CHD, MSFT, PXD, ECL |