MondegarAI
S&CO INC

Q2 2024 · 13F-HR

S&CO INCholdings as filed

Filed 2024-08-08 · accession 0001082461-24-000004

$1.4M
Reported value
217
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231g102EXXON MOBIL CORP$68,9564.81%598,999CommonSOLE
171340102CHDCHURCH AND DWIGHT CO INC$67,1754.69%647,916CommonSOLE
594918104MSFTMICROSOFT CORP$66,7354.65%149,314CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$66,6564.65%163,855CommonSOLE
037833100AAPLAPPLE INC$60,0604.19%285,159CommonSOLE
278865100ECLECOLAB INC$54,8613.83%230,512CommonSOLE
58933y105MERCK & CO INC$49,4103.45%399,112CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$48,5713.39%203,490CommonSOLE
149123101CATCATERPILLAR INC COM$37,5752.62%112,804CommonSOLE
61945c103MOSAIC CO$34,0122.37%1,176,904CommonSOLE
02079K107GOOGALPHABET INC CLASS C$27,5461.92%150,183CommonSOLE
13321L108CCJCAMECO CORP$27,0481.89%549,766CommonSOLE
002824100ABTABBOTT LABS$26,9651.88%259,511CommonSOLE
023135106AMZNAMAZON.COM INC$26,0141.81%134,616CommonSOLE
478160104JNJJOHNSON & JOHNSON$25,8401.80%176,796CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$24,4801.71%94,869CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$21,1941.48%38,326CommonSOLE
359694106FULHB FULLER CO$20,4921.43%266,272CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$19,9721.39%109,651CommonSOLE
302491303FMCFMC CORP COM$19,4901.36%338,670CommonSOLE
713448108PEPPEPSICO INC$17,7821.24%107,816CommonSOLE
78463v107SPDR GOLD TRUST$17,3221.21%80,565CommonSOLE
g9001e102LIBERTY LATIN AMERICA LTD CL A$16,1411.13%1,679,648CommonSOLE
531229789LM0CLIBERTY MEDIA CORP- LIBERTY SI$15,7411.10%710,337CommonSOLE
907818108UNPUNION PACIFIC CORP$15,3651.07%67,911CommonSOLE
74365p108PROSUS NV - SPONSORED ADR$15,2811.07%2,143,542CommonSOLE
78464a870SPDR S&P BIOTECH ETF$15,1551.06%163,475CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$14,8861.04%29,232CommonSOLE
009066101ABNBAIRBNB INC A$12,7900.89%84,355CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$12,5340.87%162,769CommonSOLE
74624m102PURE STORAGE, INC.$12,2260.85%190,420CommonSOLE
G54950103LINLINDE PLC$11,4080.80%25,998CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11,2380.78%33,152CommonSOLE
444859102HUMHUMANA INC.$10,8350.76%28,998CommonSOLE
g5960l103MEDTRONIC PLC$10,1000.70%128,325CommonSOLE
530307305LBRDKLIBERTY BROADBAND SER C$9,9780.70%182,030CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$9,9400.69%171,297CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$9,4470.66%358,265CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$9,1950.64%77,880CommonSOLE
44891n208IAC Inc.$9,1470.64%195,260CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$8,7600.61%121,940CommonSOLE
17275r102CISCO SYSTEMS INC COM$8,3190.58%175,103CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$8,1680.57%66,625CommonSOLE
g61188127LIBERTY GLOBAL LTD$7,6910.54%430,875CommonSOLE
775711104ROLROLLINS INC COM$7,6160.53%156,098CommonSOLE
001055102AFLAFLAC INC COM$7,4720.52%83,670CommonSOLE
67066g104NVIDIA CORP COM$7,4080.52%59,970CommonSOLE
437076102HDHOME DEPOT INC COM$7,3080.51%21,231CommonSOLE
369604301GEGE AEROSPACE$7,1910.50%45,239CommonSOLE
03674x106ANTERO RESOURCES CORP$6,9550.49%213,168CommonSOLE
531229722LLYVK*LIBERTY LIVE SERIES C$6,7270.47%175,785CommonSOLE
032654105ADIANALOG DEVICES INC COM$5,9680.42%26,149CommonSOLE
g9001e128LIBERTY LATIN AMERICA LTD$5,9540.42%618,932CommonSOLE
09073m104BIO-TECHNE CORPORATION$5,8600.41%81,795CommonSOLE
98138h101WORKDAY INC A$5,8200.41%26,036CommonSOLE
863667101SYKSTRYKER CORP.$5,6530.39%16,617CommonSOLE
532457108LLYELI LILLY & CO COM$5,5680.39%6,150CommonSOLE
00971t101AKAMAI TECHNOLOGIES$5,4960.38%61,018CommonSOLE
g01767105ALKERMES PLC$5,1740.36%214,715CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5,1220.36%32,749CommonSOLE
h1467j104CHUBB LIMITED$5,1150.36%20,054CommonSOLE
46625h100JP MORGAN CHASE & CO$5,0560.35%24,999CommonSOLE
531229771FWONALIBERTY MEDIA CORP- LIBERTY FO$4,8440.34%75,429CommonSOLE
53122981322941EURLIBERTY SIRIUSXM GROUP$4,8230.34%217,752CommonSOLE
g61188101LIBERTY GLOBAL LTD$4,6880.33%268,986CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$4,6650.33%106,621CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$4,5660.32%49,435CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$4,4200.31%80,969CommonSOLE
458140100INTCINTEL CORP$4,3400.30%140,160CommonSOLE
88579y1013M COMPANY COM$4,2470.30%41,560CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,2100.29%23,066CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM$4,0990.29%65,035CommonSOLE
941848103WATWATERS CORP COM$3,8130.27%13,146CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$3,8070.27%41,147CommonSOLE
461202103INTUINTUIT, INC.$3,7780.26%5,749CommonSOLE
060505104BACBANK OF AMERICA CORP$3,7440.26%94,152CommonSOLE
h84989104TE CONNECTIVITY LTD$3,7230.26%24,753CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,6840.26%22,344CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$3,6460.25%34,275CommonSOLE
57636q104MASTERCARD INC CL A$3,6130.25%8,192CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$3,5480.25%52,180CommonSOLE
92939u106WEC ENERGY GROUP INC COM$3,4700.24%44,237CommonSOLE
45784p101INSULET CORPORATION$3,3870.24%16,788CommonSOLE
464287689IWVISHARES RUSSELL 3000 INDEX ETF$3,2860.23%10,647CommonSOLE
679295105OKTAOKTA, INC.$3,2690.23%34,925CommonSOLE
92826C839VVISA INC COM CL A$3,2470.23%12,371CommonSOLE
617446448MSMORGAN STANLEY COM$3,2100.22%33,038CommonSOLE
949746101WMT2WELLS FARGO & CO COM$3,1980.22%53,853CommonSOLE
336433107FSLRFIRST SOLAR, INC.$3,1910.22%14,156CommonSOLE
75513e101RTX CORP.$3,1730.22%31,608CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$3,1590.22%22,860CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$3,1180.22%10,432CommonSOLE
452327109ILMNILLUMINA, INC.$3,0840.22%29,550CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$2,9200.20%16,888CommonSOLE
30303M102METAMETA PLATFORMS INC. CLASS A (F$2,8710.20%5,695CommonSOLE
872540109TJXTJX COS INC NEW COM$2,8400.20%25,800CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$2,6780.19%195,500CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,6700.19%40,000CommonSOLE
36828a101GE VERNOVA INC$2,6500.18%15,455CommonSOLE
g29183103EATON CORP PLC$2,5880.18%8,257CommonSOLE
172967424CCITIGROUP INC COM NEW$2,5420.18%40,061CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$2,2560.16%20,000CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,2140.15%2,605CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,1970.15%8,625CommonSOLE
30212p303EXPEDIA GROUP INC$2,1840.15%17,336CommonSOLE
00724f101ADOBE INC$2,1590.15%3,887CommonSOLE
36168q104GFL ENVIRONMENTAL$2,1100.15%54,205CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$2,0920.15%145,000CommonSOLE
790148100JOEST. JOE COMPANY$2,0780.14%38,000CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,0010.14%28,260CommonSOLE
531229748LLYVA*LIBERTY LIVE SERIES A$1,9960.14%53,224CommonSOLE
64107a105NET POWER INC. CL A$1,9760.14%201,100CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$1,9710.14%11,370CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$1,9290.13%14,882CommonSOLE
45841n107INTERACTIVE BROKERS GROUP, INC$1,8840.13%15,375CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$1,8470.13%48,079CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,8420.13%31,424CommonSOLE
31488v107FERGUSON ENTERPRISES INC$1,8330.13%9,468CommonSOLE
001084102AGCOAGCO CORP COM$1,8300.13%18,699CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$1,7070.12%49,185CommonSOLE
98956p102ZIMMER BIOMET HOLDINGS, INC.$1,6910.12%15,590CommonSOLE
354613101BENFRANKLIN RESOURCES INC COM$1,6720.12%74,843CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,6650.12%7,553CommonSOLE
771049103RBLXROBLOX CORP.$1,5170.11%40,785CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,4780.10%6,386CommonSOLE
92189f106VANECK GOLD MINERS ETF$1,4650.10%43,197CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$1,3970.10%5,750CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$1,3850.10%6,920CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,3330.09%39,855CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,3200.09%7,000CommonSOLE
235851102DHRDANAHER CORP COM$1,2540.09%5,020CommonSOLE
g0508h110ARCADIUM LITHIUM PLC$1,2210.09%363,469CommonSOLE
488401100KMPRKEMPER CORP$1,2080.08%20,365CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,1360.08%5,322CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,0640.07%15,000CommonSOLE
h01301128ALCON INC.$1,0140.07%11,386CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS, INC C$1,0130.07%25,692CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$9980.07%2,245CommonSOLE
370334104GISGENERAL MILLS INC COM$9890.07%15,646CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$9820.07%3,672CommonSOLE
00206R102TAT&T INC$9390.07%49,145CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$9340.07%11,000CommonSOLE
67077m108NUTRIEN LTD$9160.06%18,000CommonSOLE
70975l107PENUMBRA, INC.$8990.06%5,000CommonSOLE
26875P101EOGEOG RESOURCES INC$8910.06%7,082CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$8810.06%5,050CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$8750.06%5,690CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES I$8560.06%2,600CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$8320.06%20,255CommonSOLE
155123102CETCENTRAL SECURITIES CORP$8000.06%18,193CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$7970.06%287,000CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$7910.06%4,350CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$7690.05%11,758CommonSOLE
464285204IAUISHARES GOLD TRUST$7540.05%17,174CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$7390.05%10,573CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$7290.05%42,000CommonSOLE
79466L302CRMSALESFORCE,INC.$7290.05%2,839CommonSOLE
191216100KOCOCA-COLA CO COM$7240.05%11,386CommonSOLE
09627y109BLUEPRINT MEDICINES CORP$7220.05%6,700CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$7090.05%91,900CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$6980.05%500CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$6880.05%5,000CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$6760.05%8,344CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET ETF$6450.04%10,260CommonSOLE
231561101CWCURTISS-WRIGHT CORP$6420.04%2,372CommonSOLE
46266c105IQVIA HOLDINGS INC$6340.04%3,000CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$6180.04%1,880CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$5930.04%1,627CommonSOLE
30050b101EVOLENT HEALTH INV CLASS A$5730.04%30,000CommonSOLE
37940x102GLOBAL PAYMENTS INC.$5630.04%5,824CommonSOLE
172908105CTASCINTAS CORP COM$5600.04%800CommonSOLE
922908744VTVVANGUARD VALUE ETF$5280.04%3,297CommonSOLE
931142103WMTWALMART STORES INC COM$5070.04%7,500CommonSOLE
29364g103ENTERGY CORP (NEW) COM$4790.03%4,483CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY L$4720.03%6,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$4470.03%3,270CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$4350.03%2,800CommonSOLE
854231107SXISTANDEX INTL CORP$4320.03%2,685CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$4280.03%8,675CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4210.03%2,000CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$4140.03%5,324CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$4020.03%2,070CommonSOLE
11135f101BROADCOM INC COM$4010.03%250CommonSOLE
46435g409ISHARES EDGE MSCI INTL VALUE E$3900.03%14,234CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3480.02%1,329CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$3400.02%1,750CommonSOLE
717081103PFEPFIZER INC$3270.02%11,700CommonSOLE
465741106ITRIITRON INC COM$3260.02%3,300CommonSOLE
097023105BABOEING CO COM$3250.02%1,790CommonSOLE
244199105DEDEERE & CO COM$3210.02%860CommonSOLE
83444m101SOLVENTUM CORP.$3060.02%5,802CommonSOLE
00287y109ABBVIE INC$3000.02%1,754CommonSOLE
501889208LKQLKQ CORP COM$2990.02%7,200CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$2750.02%4,500CommonSOLE
125523100CICIGNA GROUP$2730.02%826CommonSOLE
184496107CLHCLEAN HARBORS INC$2710.02%1,200CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2650.02%530CommonSOLE
031162100AMGNAMGEN INC COM$2600.02%834CommonSOLE
132152109CAMBRIDGE BANCORP COM$2560.02%3,723CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2510.02%2,280CommonSOLE
45168d104IDEXX LABS INC COM$2430.02%500CommonSOLE
00508y102ACUITY BRANDS$2410.02%1,000CommonSOLE
124765108CAECAE INC.$2410.02%13,000CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2350.02%8,000CommonSOLE
94106l109WASTE MANAGEMENT, INC$2340.02%1,100CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO COM$2320.02%2,400CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$2220.02%11,000CommonSOLE
293594107ENVXENOVIX CORPORATION$2160.02%14,000CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2140.01%492CommonSOLE
704326107PAYXPAYCHEX INC COM$2100.01%1,775CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2090.01%4,450CommonSOLE
98419m100XYLEM INC.$2030.01%1,500CommonSOLE
4315711089HIHILLENBRAND INC COM$2000.01%5,000CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1460.01%11,000CommonSOLE
553368101MPMP MATERIALS CORP CLASS A$1400.01%11,000CommonSOLE
86745k104SUNNOVA ENERGY INTERNATIONAL I$1060.01%19,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$800.01%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.