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S&CO INC

Q4 2023 · 13F-HR

S&CO INCholdings as filed

Filed 2024-02-12 · accession 0001082461-24-000002

$1.3M
Reported value
192
Positions
2023-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$63,1124.84%327,805CommonSOLE
171340102CHDCHURCH AND DWIGHT CO INC$61,6584.73%652,061CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$59,2594.54%166,150CommonSOLE
594918104MSFTMICROSOFT CORP$52,7144.04%140,183CommonSOLE
723787107PXDEURPIONEER NATURAL RESOURCES CO C$50,2333.85%223,379CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$48,1243.69%206,571CommonSOLE
278865100ECLECOLAB INC$46,6623.58%235,255CommonSOLE
58933y105MERCK & CO INC$43,5563.34%399,532CommonSOLE
61945c103MOSAIC CO$42,3513.25%1,185,322CommonSOLE
149123101CATCATERPILLAR INC COM$34,9572.68%118,230CommonSOLE
478160104JNJJOHNSON & JOHNSON$29,4492.26%187,885CommonSOLE
002824100ABTABBOTT LABS$29,3592.25%266,739CommonSOLE
02079K107GOOGALPHABET INC CLASS C$25,7891.98%182,995CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$25,4811.95%93,067CommonSOLE
13321L108CCJCAMECO CORP$24,5401.88%569,376CommonSOLE
359694106FULHB FULLER CO$23,4871.80%288,513CommonSOLE
530307305LBRDKLIBERTY BROADBAND SER C$21,7581.67%269,984CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20,6891.59%38,978CommonSOLE
531229789LM0CLIBERTY MEDIA CORP- LIBERTY SI$20,4751.57%711,461CommonSOLE
30231g102EXXON MOBIL CORP$20,4111.56%204,154CommonSOLE
713448108PEPPEPSICO INC$19,7611.52%116,351CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$18,8401.44%134,871CommonSOLE
907818108UNPUNION PACIFIC CORP$16,7401.28%68,156CommonSOLE
78463v107SPDR GOLD TRUST$15,4171.18%80,650CommonSOLE
78464a870SPDR S&P BIOTECH ETF$14,9501.15%167,442CommonSOLE
302491303FMCFMC CORP COM$14,8241.14%235,126CommonSOLE
110122108BMYBRISTOL MYERS SQUIBB$14,3291.10%279,270CommonSOLE
g5960l103MEDTRONIC PLC$14,3051.10%173,657CommonSOLE
g9001e102LIBERTY LATIN AMERICA LTD CL A$12,2440.94%1,675,097CommonSOLE
009066101ABNBAIRBNB INC A$11,4840.88%84,355CommonSOLE
G54950103LINLINDE PLC$11,0150.84%26,821CommonSOLE
023135106AMZNAMAZON.COM INC$10,2750.79%67,627CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$9,5630.73%165,437CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$9,3280.72%332,110CommonSOLE
74365p108PROSUS NV - SPONSORED ADR$9,2630.71%1,553,794CommonSOLE
17275r102CISCO SYSTEMS INC COM$8,8460.68%175,103CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$8,4650.65%28,707CommonSOLE
g61188127LIBERTY GLOBAL LTD$8,0610.62%432,485CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$7,6980.59%121,948CommonSOLE
00971t101AKAMAI TECHNOLOGIES$7,5960.58%64,183CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$7,5820.58%94,028CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$7,4850.57%80,327CommonSOLE
001055102AFLAFLAC INC COM$7,3740.57%89,390CommonSOLE
437076102HDHOME DEPOT INC COM$7,3570.56%21,231CommonSOLE
98138h101WORKDAY INC A$7,1870.55%26,036CommonSOLE
458140100INTCINTEL CORP$7,1490.55%142,272CommonSOLE
775711104ROLROLLINS INC COM$6,8340.52%156,499CommonSOLE
74624m102PURE STORAGE, INC.$6,7900.52%190,420CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$6,7850.52%17,459CommonSOLE
53122981322941EURLIBERTY SIRIUSXM GROUP$6,7140.51%233,643CommonSOLE
531229722LLYVK*LIBERTY LIVE SERIES C$6,5860.50%176,150CommonSOLE
369604301GEGENERAL ELECTRIC CO$6,3580.49%49,821CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$6,2540.48%42,500CommonSOLE
88579y1013M COMPANY COM$5,7090.44%52,225CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5,6430.43%37,833CommonSOLE
032654105ADIANALOG DEVICES INC COM$5,2100.40%26,239CommonSOLE
g61188101LIBERTY GLOBAL LTD$5,1960.40%292,427CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$5,0450.39%66,805CommonSOLE
863667101SYKSTRYKER CORP.$5,0270.39%16,790CommonSOLE
g9001e128LIBERTY LATIN AMERICA LTD$4,8400.37%659,406CommonSOLE
g01767105ALKERMES PLC$4,8030.37%173,145CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$4,6930.36%8,915CommonSOLE
09073m104BIO-TECHNE CORPORATION$4,6070.35%59,710CommonSOLE
532457108LLYELI LILLY & CO COM$4,5610.35%7,825CommonSOLE
h1467j104CHUBB LIMITED$4,4870.34%19,854CommonSOLE
531229771FWONALIBERTY MEDIA CORP- LIBERTY FO$4,4710.34%77,128CommonSOLE
46625h100JP MORGAN CHASE & CO$4,2520.33%24,999CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,1430.32%24,316CommonSOLE
941848103WATWATERS CORP COM$4,1260.32%12,533CommonSOLE
44891n208IAC Inc.$3,9540.30%75,500CommonSOLE
060505104BACBANK OF AMERICA CORP$3,8990.30%115,817CommonSOLE
h84989104TE CONNECTIVITY LTD$3,8520.30%27,423CommonSOLE
92939u106WEC ENERGY GROUP INC COM$3,7230.29%44,237CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$3,4290.26%83,441CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,3920.26%23,148CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$3,3370.26%22,820CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$3,1670.24%41,535CommonSOLE
679295105OKTAOKTA, INC.$3,1610.24%34,925CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$2,9780.23%24,514CommonSOLE
872540109TJXTJX COS INC NEW COM$2,9780.23%31,750CommonSOLE
949746101WMT2WELLS FARGO & CO COM$2,8460.22%57,823CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$2,7620.21%16,888CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$2,6720.20%35,586CommonSOLE
30212p303EXPEDIA GROUP INC$2,6380.20%17,382CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,5790.20%40,000CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,5570.20%8,625CommonSOLE
001084102AGCOAGCO CORP COM$2,5490.20%20,999CommonSOLE
57636q104MASTERCARD INC CL A$2,4700.19%5,793CommonSOLE
92189f106VANECK GOLD MINERS ETF$2,4650.19%79,517CommonSOLE
00724f101ADOBE INC$2,4500.19%4,107CommonSOLE
336433107FSLRFIRST SOLAR, INC.$2,4380.19%14,156CommonSOLE
92826C839VVISA INC COM CL A$2,3570.18%9,057CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$2,3020.18%11,665CommonSOLE
354613101BENFRANKLIN RESOURCES INC COM$2,2580.17%75,828CommonSOLE
75513e101RTX CORP.$2,1630.17%25,718CommonSOLE
172967424CCITIGROUP INC COM NEW$2,1120.16%41,061CommonSOLE
30303M102METAMETA PLATFORMS INC. CLASS A (F$2,0180.15%5,704CommonSOLE
531229748LLYVA*LIBERTY LIVE SERIES A$1,9890.15%54,438CommonSOLE
g29183103EATON CORP PLC$1,9870.15%8,253CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$1,9190.15%2,908CommonSOLE
771049103RBLXROBLOX CORP.$1,8820.14%41,185CommonSOLE
g3421j106FERGUSON PLC$1,8270.14%9,468CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$1,7880.14%120,000CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,7830.14%8,013CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,7640.14%31,424CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$1,7590.13%20,000CommonSOLE
461202103INTUINTUIT, INC.$1,7190.13%2,751CommonSOLE
370334104GISGENERAL MILLS INC COM$1,6530.13%25,380CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$1,6370.13%45,100CommonSOLE
444859102HUMHUMANA INC.$1,3840.11%3,025CommonSOLE
00206R102TAT&T INC$1,3500.10%80,485CommonSOLE
097023105BABOEING CO COM$1,3080.10%5,020CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,3080.10%33,855CommonSOLE
617446448MSMORGAN STANLEY COM$1,2970.10%13,915CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$1,2590.10%20,507CommonSOLE
67066g104NVIDIA CORP COM$1,1960.09%2,417CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,1960.09%6,386CommonSOLE
53814l108LIVENT CORP$1,1620.09%64,682CommonSOLE
235851102DHRDANAHER CORP COM$1,1610.09%5,020CommonSOLE
717081103PFEPFIZER INC$1,1310.09%39,316CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$1,1270.09%8,112CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,0800.08%15,000CommonSOLE
488401100KMPRKEMPER CORP$1,0740.08%22,080CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS, INC C$1,0460.08%26,443CommonSOLE
n53745100LYONDELLBASELL INDUSTRIES NV C$1,0450.08%11,000CommonSOLE
65339f101NEXTERA ENERGY, INC.$1,0420.08%17,160CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,0410.08%11,000CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$1,0220.08%13,228CommonSOLE
67077m108NUTRIEN LTD$1,0130.08%18,000CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$9790.08%92,500CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$8340.06%5,050CommonSOLE
79466L302CRMSALESFORCE,INC.$7810.06%2,971CommonSOLE
37940x102GLOBAL PAYMENTS INC.$7780.06%6,129CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$7560.06%4,350CommonSOLE
155123102CETCENTRAL SECURITIES CORP$7390.06%19,588CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$7360.06%5,760CommonSOLE
46266c105IQVIA HOLDINGS INC$6940.05%3,000CommonSOLE
191216100KOCOCA-COLA CO COM$6900.05%11,725CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$6830.05%2,882CommonSOLE
464285204IAUISHARES GOLD TRUST$6700.05%17,174CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$6480.05%8,344CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$6370.05%10,573CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$5920.05%3,770CommonSOLE
29364g103ENTERGY CORP (NEW) COM$5750.04%5,683CommonSOLE
26875P101EOGEOG RESOURCES INC$5440.04%4,500CommonSOLE
172908105CTASCINTAS CORP COM$5420.04%900CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$5420.04%287,000CommonSOLE
231561101CWCURTISS-WRIGHT CORP$5280.04%2,372CommonSOLE
854231107SXISTANDEX INTL CORP$5140.04%3,250CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$4780.04%1,960CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$4450.03%1,469CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$4360.03%360CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$4330.03%2,800CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$4240.03%2,022CommonSOLE
931142103WMTWALMART STORES INC COM$3940.03%2,500CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3780.03%2,000CommonSOLE
45784p101INSULET CORPORATION$3690.03%1,702CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3520.03%2,070CommonSOLE
501889208LKQLKQ CORP COM$3440.03%7,200CommonSOLE
244199105DEDEERE & CO COM$3430.03%860CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3350.03%1,329CommonSOLE
03674x106ANTERO RESOURCES CORP$3180.02%14,040CommonSOLE
132152109CAMBRIDGE BANCORP COM$3150.02%4,548CommonSOLE
773903109ROKROCKWELL AUTOMATION INC COM$3100.02%1,000CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$2940.02%6,150CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$2880.02%1,750CommonSOLE
11135f101BROADCOM INC COM$2790.02%250CommonSOLE
45168d104IDEXX LABS INC COM$2770.02%500CommonSOLE
00287y109ABBVIE INC$2710.02%1,754CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2660.02%610CommonSOLE
654106103NKENIKE INC CL B$2620.02%2,420CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$2600.02%3,593CommonSOLE
465741106ITRIITRON INC COM$2490.02%3,300CommonSOLE
670108109NVZMYNOVOZYMES A/S ADR CL B$2470.02%4,500CommonSOLE
125523100CICIGNA GROUP$2470.02%826CommonSOLE
464287234EEMISHARES MSCI EMERGING MKT INDE$2460.02%6,125CommonSOLE
031162100AMGNAMGEN INC COM$2400.02%834CommonSOLE
4315711089HIHILLENBRAND INC COM$2390.02%5,000CommonSOLE
G3922b107GENPACT LIMITED$2370.02%6,850CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2350.02%8,000CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2310.02%4,450CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2300.02%492CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2210.02%2,280CommonSOLE
51504D105LDGYYLANDISGYR GROUP AG UnSponsore$2140.02%9,500CommonSOLE
704326107PAYXPAYCHEX INC COM$2110.02%1,775CommonSOLE
184496107CLHCLEAN HARBORS INC$2090.02%1,200CommonSOLE
00508y102ACUITY BRANDS$2040.02%1,000CommonSOLE
075887109BDXBECTON DICKINSON & CO$2010.02%825CommonSOLE
934423104WBDWARNER BROS. DISCOVERY, INC. S$1690.01%14,853CommonSOLE
75737f108REDFIN CORP.$1030.01%10,020CommonSOLE
34629l103FORGE GLOBAL HOLDINGS, INC.$1010.01%29,569CommonSOLE
15961R105CHARGEPOINT HOLDINGS, INC. CLA$700.01%30,000CommonSOLE

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.