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S&CO INC

Q2 2023 · 13F-HR

S&CO INCholdings as filed

Filed 2023-08-08 · accession 0001082461-23-000003

$1.2M
Reported value
183
Positions
2023-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$67,2245.42%346,572CommonSOLE
171340102CHDCHURCH AND DWIGHT CO INC$65,7765.30%656,251CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$56,8604.58%166,747CommonSOLE
594918104MSFTMICROSOFT CORP$47,2623.81%138,787CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCES CO C$46,5463.75%224,665CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$46,0873.71%209,689CommonSOLE
58933y105MERCK & CO INC$45,8353.69%397,222CommonSOLE
278865100ECLECOLAB INC$44,0963.55%236,200CommonSOLE
61945c103MOSAIC CO$41,2493.32%1,178,562CommonSOLE
478160104JNJJOHNSON & JOHNSON$31,4692.54%190,127CommonSOLE
149123101CATCATERPILLAR INC COM$29,3412.36%119,252CommonSOLE
002824100ABTABBOTT LABS$29,0322.34%266,301CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$27,3272.20%91,233CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$25,2292.03%394,519CommonSOLE
530307305LBRDKLIBERTY BROADBAND SER C$23,3101.88%290,982CommonSOLE
531229789LM0CLIBERTY MEDIA CORP- LIBERTY SI$22,8431.84%697,934CommonSOLE
713448108PEPPEPSICO INC$22,6471.82%122,271CommonSOLE
30231g102EXXON MOBIL CORP$21,9091.77%204,286CommonSOLE
02079K107GOOGALPHABET INC CLASS C$21,7341.75%179,665CommonSOLE
359694106FULHB FULLER CO$20,6341.66%288,548CommonSOLE
13321L108CCJCAMECO CORP$20,4241.65%651,901CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20,1261.62%38,575CommonSOLE
g5960l103MEDTRONIC PLC$16,1191.30%182,972CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$16,0551.29%134,131CommonSOLE
g9001e102LIBERTY LATIN AMERICA LTD CL A$15,8421.28%1,810,590CommonSOLE
78463v107SPDR GOLD TRUST$14,3771.16%80,650CommonSOLE
78464a870SPDR S&P BIOTECH ETF$14,0591.13%168,982CommonSOLE
907818108UNPUNION PACIFIC CORP$13,9281.12%68,071CommonSOLE
74365p108PROSUS NV - SPONSORED ADR$12,1080.98%826,904CommonSOLE
009066101ABNBAIRBNB INC A$10,8100.87%84,355CommonSOLE
G54950103LINLINDE PLC$10,3230.83%27,089CommonSOLE
17275r102CISCO SYSTEMS INC COM$9,6070.77%185,687CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$9,1800.74%121,948CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$8,9640.72%165,737CommonSOLE
023135106AMZNAMAZON.COM INC$8,4110.68%64,527CommonSOLE
g5480u120LIBERTY GLOBAL PLC$7,7720.63%437,385CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$7,4850.60%93,888CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7,3340.59%28,707CommonSOLE
74624m102PURE STORAGE, INC.$7,0110.56%190,420CommonSOLE
53122981322941EURLIBERTY SIRIUSXM GROUP$6,9880.56%212,988CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$6,8920.56%224,220CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$6,7950.55%18,499CommonSOLE
775711104ROLROLLINS INC COM$6,7020.54%156,499CommonSOLE
437076102HDHOME DEPOT INC COM$6,5560.53%21,106CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$6,5530.53%85,327CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6,4740.52%41,149CommonSOLE
001055102AFLAFLAC INC COM$6,2390.50%89,390CommonSOLE
g9001e128LIBERTY LATIN AMERICA LTD$6,0130.48%697,674CommonSOLE
98138h101WORKDAY INC A$5,8810.47%26,036CommonSOLE
00971t101AKAMAI TECHNOLOGIES$5,8080.47%64,633CommonSOLE
302491303FMCFMC CORP COM$5,5670.45%53,357CommonSOLE
369604301GEGENERAL ELECTRIC CO$5,4860.44%49,941CommonSOLE
88579y1013M COMPANY COM$5,3520.43%53,475CommonSOLE
863667101SYKSTRYKER CORP.$5,2830.43%17,317CommonSOLE
531229771FWONALIBERTY MEDIA CORP- LIBERTY FO$5,2150.42%77,128CommonSOLE
032654105ADIANALOG DEVICES INC COM$5,1110.41%26,239CommonSOLE
g01767105ALKERMES PLC$4,7880.39%153,000CommonSOLE
458140100INTCINTEL CORP$4,7630.38%142,456CommonSOLE
172967424CCITIGROUP INC COM NEW$4,6690.38%101,428CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$4,3610.35%66,805CommonSOLE
g5480u104LIBERTY GLOBAL PLC$4,3030.35%255,262CommonSOLE
532457108LLYELI LILLY & CO COM$3,9830.32%8,495CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$3,9490.32%24,316CommonSOLE
92939u106WEC ENERGY GROUP INC COM$3,9030.31%44,237CommonSOLE
h1467j104CHUBB LIMITED$3,8230.31%19,854CommonSOLE
060505104BACBANK OF AMERICA CORP$3,6250.29%126,371CommonSOLE
46625h100JP MORGAN CHASE & CO$3,6060.29%24,799CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,5790.29%23,592CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$3,4310.28%36,380CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$3,4250.28%24,814CommonSOLE
h84989104TE CONNECTIVITY LTD$3,4040.27%24,288CommonSOLE
941848103WATWATERS CORP COM$2,8140.23%10,560CommonSOLE
001084102AGCOAGCO CORP COM$2,7590.22%20,999CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$2,7510.22%67,636CommonSOLE
336433107FSLRFIRST SOLAR, INC.$2,6900.22%14,156CommonSOLE
872540109TJXTJX COS INC NEW COM$2,6890.22%31,725CommonSOLE
949746101WMT2WELLS FARGO & CO COM$2,6050.21%61,043CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,6000.21%8,715CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$2,5080.20%35,586CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,4680.20%40,000CommonSOLE
92189f106VANECK GOLD MINERS ETF$2,4450.20%81,212CommonSOLE
679295105OKTAOKTA, INC.$2,4220.20%34,925CommonSOLE
57636q104MASTERCARD INC CL A$2,2660.18%5,763CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$2,2590.18%16,888CommonSOLE
09073m104BIO-TECHNE CORPORATION$2,1530.17%26,380CommonSOLE
354613101BENFRANKLIN RESOURCES INC COM$2,1370.17%80,028CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$2,0560.17%4,279CommonSOLE
370334104GISGENERAL MILLS INC COM$2,0420.16%26,630CommonSOLE
53814L108LTHM1EURLIVENT CORP.$2,0170.16%73,562CommonSOLE
00724f101ADOBE INC$2,0130.16%4,118CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$2,0080.16%11,665CommonSOLE
92826C839VVISA INC COM CL A$2,0050.16%8,447CommonSOLE
75513e101RTX CORP.$1,9470.16%19,878CommonSOLE
30212p303EXPEDIA GROUP INC$1,9010.15%17,382CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$1,7230.14%45,100CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,7090.14%31,424CommonSOLE
00206R102TAT&T INC$1,7010.14%106,667CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$1,6650.13%20,000CommonSOLE
g29183103EATON CORP PLC$1,6640.13%8,275CommonSOLE
30303M102METAMETA PLATFORMS INC. CLASS A (F$1,5860.13%5,529CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$1,5380.12%2,858CommonSOLE
717081103PFEPFIZER INC$1,5190.12%41,416CommonSOLE
771049103RBLXROBLOX CORP.$1,5110.12%37,510CommonSOLE
g3421j106FERGUSON PLC$1,4890.12%9,468CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,4230.11%6,308CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$1,3880.11%20,809CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$1,3430.11%16,537CommonSOLE
461202103INTUINTUIT, INC.$1,2600.10%2,751CommonSOLE
617446448MSMORGAN STANLEY COM$1,1880.10%13,915CommonSOLE
44891n208IAC Inc.$1,1610.09%18,500CommonSOLE
235851102DHRDANAHER CORP COM$1,1560.09%4,820CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,1120.09%6,386CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$1,0930.09%5,566CommonSOLE
488401100KMPRKEMPER CORP$1,0650.09%22,080CommonSOLE
67077m108NUTRIEN LTD$1,0620.09%18,000CommonSOLE
097023105BABOEING CO COM$1,0600.09%5,020CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,0250.08%15,000CommonSOLE
n53745100LYONDELLBASELL INDUSTRIES NV C$1,0100.08%11,000CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$9900.08%11,000CommonSOLE
65339f101NEXTERA ENERGY, INC.$9540.08%12,860CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS, INC C$8310.07%20,975CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$8190.07%92,500CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$7970.06%5,050CommonSOLE
191216100KOCOCA-COLA CO COM$7330.06%12,183CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$7010.06%4,350CommonSOLE
155123102CETCENTRAL SECURITIES CORP$6840.06%18,751CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$6750.05%3,770CommonSOLE
46266c105IQVIA HOLDINGS INC$6740.05%3,000CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$6420.05%5,760CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$6340.05%2,882CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$6320.05%10,573CommonSOLE
464285204IAUISHARES GOLD TRUST$6240.05%17,174CommonSOLE
37940x102GLOBAL PAYMENTS INC.$6220.05%6,319CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$6090.05%8,344CommonSOLE
79466L302CRMSALESFORCE,INC.$5950.05%2,821CommonSOLE
29364g103ENTERGY CORP (NEW) COM$5530.04%5,683CommonSOLE
172908105CTASCINTAS CORP COM$5210.04%1,050CommonSOLE
858912108SRCLEURSTERICYCLE INC$4930.04%10,630CommonSOLE
45784p101INSULET CORPORATION$4830.04%1,677CommonSOLE
854231107SXISTANDEX INTL CORP$4590.04%3,250CommonSOLE
231561101CWCURTISS-WRIGHT CORP$4350.04%2,372CommonSOLE
132152109CAMBRIDGE BANCORP COM$4310.03%7,950CommonSOLE
501889208LKQLKQ CORP COM$4190.03%7,200CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$4090.03%1,972CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$4040.03%1,469CommonSOLE
931142103WMTWALMART STORES INC COM$3920.03%2,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3760.03%2,000CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$3740.03%1,960CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3720.03%2,070CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$3650.03%112,000CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$3520.03%2,800CommonSOLE
89832q109TRUIST FINANCIAL CORP$3490.03%11,525CommonSOLE
244199105DEDEERE & CO COM$3480.03%860CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$3290.03%1,000CommonSOLE
03674x106ANTERO RESOURCES CORP$3230.03%14,040CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3220.03%1,329CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$2840.02%6,150CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$2700.02%3,715CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$2680.02%1,750CommonSOLE
654106103NKENIKE INC CL B$2670.02%2,420CommonSOLE
G3922b107GENPACT LIMITED$2570.02%6,850CommonSOLE
4315711089HIHILLENBRAND INC COM$2560.02%5,000CommonSOLE
464287234EEMISHARES MSCI EMERGING MKT INDE$2420.02%6,125CommonSOLE
465741106ITRIITRON INC COM$2370.02%3,300CommonSOLE
125523100CICIGNA GROUP$2310.02%826CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2240.02%492CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW COM NEW$2180.02%2,438CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2180.02%4,450CommonSOLE
075887109BDXBECTON DICKINSON & CO$2170.02%825CommonSOLE
11135f101BROADCOM INC COM$2160.02%250CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2150.02%8,000CommonSOLE
934423104WBDWARNER BROS. DISCOVERY, INC. S$2130.02%17,051CommonSOLE
682189105ONON SEMICONDUCTOR CORP.$2080.02%2,200CommonSOLE
72919p202PLUG POWER INC.$2070.02%20,000CommonSOLE
704326107PAYXPAYCHEX INC COM$2070.02%1,855CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$2030.02%9,500CommonSOLE
45168d104IDEXX LABS INC COM$2000.02%400CommonSOLE
29355A107ENPHENPHASE ENERGY, INC.$2000.02%1,200CommonSOLE
15961R105CHARGEPOINT HOLDINGS, INC. CLA$1930.02%22,000CommonSOLE
75737f108REDFIN CORP.$1340.01%10,855CommonSOLE
34629l103FORGE GLOBAL HOLDINGS, INC.$710.01%29,569CommonSOLE
82621P101SIEMENS GAMESA RENEWABLE ENERG$690.01%20,000CommonSOLE
361esc049ESC GCI LIBERTY INC SRESCROW$0213,372CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.