MondegarAI
S&CO INC

Q3 2024 · 13F-HR

S&CO INCholdings as filed

Filed 2024-11-07 · accession 0001082461-24-000005

$1.5M
Reported value
219
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$76,2584.98%165,685CommonSOLE
171340102CHDCHURCH AND DWIGHT CO INC$68,3424.47%652,621CommonSOLE
037833100AAPLAPPLE INC$67,9754.44%291,739CommonSOLE
594918104MSFTMICROSOFT CORP$67,4324.41%156,711CommonSOLE
30231g102EXXON MOBIL CORP$64,8424.24%553,165CommonSOLE
278865100ECLECOLAB INC$59,2933.87%232,222CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$56,9623.72%205,840CommonSOLE
58933y105MERCK & CO INC$45,8002.99%403,312CommonSOLE
149123101CATCATERPILLAR INC COM$45,2692.96%115,744CommonSOLE
61945c103MOSAIC CO$31,5452.06%1,177,939CommonSOLE
002824100ABTABBOTT LABS$29,9441.96%262,646CommonSOLE
478160104JNJJOHNSON & JOHNSON$28,4191.86%175,361CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$28,2511.85%94,885CommonSOLE
023135106AMZNAMAZON.COM INC$27,8071.82%149,238CommonSOLE
13321L108CCJCAMECO CORP$26,8681.76%562,571CommonSOLE
02079K107GOOGALPHABET INC CLASS C$23,9221.56%143,085CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$23,7071.55%38,326CommonSOLE
302491303FMCFMC CORP COM$23,1351.51%350,863CommonSOLE
359694106FULHB FULLER CO$21,2091.39%267,192CommonSOLE
74365p108PROSUS NV - SPONSORED ADR$20,7661.36%2,369,807CommonSOLE
78463v107SPDR GOLD TRUST$19,5821.28%80,565CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC.$18,4241.20%779,055CommonSOLE
713448108PEPPEPSICO INC$18,1891.19%106,966CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$17,4481.14%105,206CommonSOLE
907818108UNPUNION PACIFIC CORP$16,7381.09%67,911CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$16,3921.07%28,037CommonSOLE
78464a870SPDR S&P BIOTECH ETF$16,2891.06%164,875CommonSOLE
g9001e102LIBERTY LATIN AMERICA LTD CL A$15,4841.01%1,616,364CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$14,0590.92%180,179CommonSOLE
530307305LBRDKLIBERTY BROADBAND SER C$13,9940.91%181,061CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$13,6290.89%162,639CommonSOLE
G54950103LINLINDE PLC$12,4430.81%26,094CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11,3310.74%33,152CommonSOLE
44891n208IAC Inc.$10,9330.71%203,145CommonSOLE
009066101ABNBAIRBNB INC A$10,6970.70%84,355CommonSOLE
444859102HUMHUMANA INC.$10,6930.70%33,760CommonSOLE
g5960l103MEDTRONIC PLC$10,5310.69%116,975CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$10,2540.67%362,485CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$9,7270.64%77,880CommonSOLE
74624m102PURE STORAGE, INC.$9,5660.63%190,420CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$9,4410.62%121,932CommonSOLE
001055102AFLAFLAC INC COM$9,3540.61%83,670CommonSOLE
17275r102CISCO SYSTEMS INC COM$9,3180.61%175,103CommonSOLE
g61188127LIBERTY GLOBAL LTD$9,3020.61%430,465CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$9,2970.61%66,825CommonSOLE
531229722LLYVK*LIBERTY LIVE SERIES C$8,9940.59%175,230CommonSOLE
437076102HDHOME DEPOT INC COM$8,4300.55%20,806CommonSOLE
67066g104NVIDIA CORP COM$8,0890.53%66,615CommonSOLE
03674x106ANTERO RESOURCES CORP$7,9710.52%278,228CommonSOLE
775711104ROLROLLINS INC COM$7,8950.52%156,098CommonSOLE
369604301GEGE AEROSPACE$7,8930.52%41,858CommonSOLE
09073m104BIO-TECHNE CORPORATION$6,5370.43%81,795CommonSOLE
98138h101WORKDAY INC A$6,3630.42%26,036CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$6,2160.41%80,929CommonSOLE
00971t101AKAMAI TECHNOLOGIES$6,1590.40%61,018CommonSOLE
g01767105ALKERMES PLC$6,0090.39%214,715CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$5,8500.38%58,689CommonSOLE
863667101SYKSTRYKER CORP.$5,7880.38%16,022CommonSOLE
h1467j104CHUBB LIMITED$5,7830.38%20,054CommonSOLE
g9001e128LIBERTY LATIN AMERICA LTD$5,7110.37%601,818CommonSOLE
032654105ADIANALOG DEVICES INC COM$5,7050.37%24,789CommonSOLE
88579y1013M COMPANY COM$5,6810.37%41,560CommonSOLE
532457108LLYELI LILLY & CO COM$5,4130.35%6,110CommonSOLE
g61188101LIBERTY GLOBAL LTD$5,3210.35%252,071CommonSOLE
46625h100JP MORGAN CHASE & CO$5,2160.34%24,740CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$5,1010.33%106,621CommonSOLE
57636q104MASTERCARD INC CL A$4,9430.32%10,011CommonSOLE
166764100CVXCHEVRON CORP NEW COM$4,8220.32%32,749CommonSOLE
531229771FWONALIBERTY MEDIA CORP- LIBERTY FO$4,7820.31%66,864CommonSOLE
941848103WATWATERS CORP COM$4,7310.31%13,146CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,5680.30%23,066CommonSOLE
92826C839VVISA INC COM CL A$4,3050.28%15,660CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM$4,3030.28%83,505CommonSOLE
92939u106WEC ENERGY GROUP INC COM$4,2540.28%44,237CommonSOLE
452327109ILMNILLUMINA, INC.$4,2440.28%32,550CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$4,0620.27%61,555CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$3,9390.26%41,147CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,9270.26%22,674CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$3,8380.25%49,740CommonSOLE
45784p101INSULET CORPORATION$3,8310.25%16,463CommonSOLE
617446448MSMORGAN STANLEY COM$3,8300.25%36,747CommonSOLE
75513e101RTX CORP.$3,8290.25%31,608CommonSOLE
36828a101GE VERNOVA INC$3,7910.25%14,871CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3,7370.24%24,753CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$3,7330.24%16,888CommonSOLE
060505104BACBANK OF AMERICA CORP$3,7160.24%93,652CommonSOLE
461202103INTUINTUIT, INC.$3,5700.23%5,749CommonSOLE
336433107FSLRFIRST SOLAR, INC.$3,5180.23%14,106CommonSOLE
464287689IWVISHARES RUSSELL 3000 INDEX ETF$3,4780.23%10,647CommonSOLE
30303M102METAMETA PLATFORMS INC. CLASS A (F$3,2600.21%5,695CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$3,2520.21%22,860CommonSOLE
949746101WMT2WELLS FARGO & CO COM$3,0310.20%53,658CommonSOLE
872540109TJXTJX COS INC NEW COM$2,9230.19%24,875CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,8440.19%40,000CommonSOLE
458140100INTCINTEL CORP$2,8390.19%121,040CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2,7900.18%8,610CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$2,7620.18%195,500CommonSOLE
g29183103EATON CORP PLC$2,7360.18%8,257CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,6260.17%8,625CommonSOLE
679295105OKTAOKTA, INC.$2,5960.17%34,925CommonSOLE
30212p303EXPEDIA GROUP INC$2,5660.17%17,336CommonSOLE
172967424CCITIGROUP INC COM NEW$2,4810.16%39,641CommonSOLE
531229748LLYVA*LIBERTY LIVE SERIES A$2,4120.16%48,735CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,3880.16%28,260CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$2,2210.15%11,370CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,2160.14%2,500CommonSOLE
790148100JOEST. JOE COMPANY$2,2150.14%38,000CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$2,2090.14%14,882CommonSOLE
36168q104GFL ENVIRONMENTAL$2,1610.14%54,205CommonSOLE
45841n107INTERACTIVE BROKERS GROUP, INC$2,1420.14%15,375CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$2,1300.14%145,000CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$2,1200.14%20,000CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$2,0450.13%7,553CommonSOLE
00724f101ADOBE INC$2,0120.13%3,887CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$1,9770.13%48,079CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$1,9720.13%49,185CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,9690.13%31,256CommonSOLE
31488v107FERGUSON ENTERPRISES INC$1,8800.12%9,468CommonSOLE
001084102AGCOAGCO CORP COM$1,8290.12%18,699CommonSOLE
771049103RBLXROBLOX CORP.$1,8050.12%40,785CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$1,7990.12%6,920CommonSOLE
64107a105NET POWER INC. CL A$1,7650.12%251,905CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,7310.11%6,386CommonSOLE
92189f106VANECK GOLD MINERS ETF$1,7200.11%43,197CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$1,5810.10%5,750CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,5130.10%39,855CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY L$1,4540.10%17,000CommonSOLE
354613101BENFRANKLIN RESOURCES INC COM$1,4050.09%69,745CommonSOLE
235851102DHRDANAHER CORP COM$1,3950.09%5,020CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,3440.09%7,000CommonSOLE
488401100KMPRKEMPER CORP$1,2470.08%20,365CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,1830.08%15,000CommonSOLE
370334104GISGENERAL MILLS INC COM$1,1550.08%15,646CommonSOLE
h01301128ALCON INC.$1,1390.07%11,386CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$1,1250.07%20,255CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$1,1020.07%2,245CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,1000.07%5,322CommonSOLE
70975l107PENUMBRA, INC.$1,0680.07%5,500CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,0620.07%11,000CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS, INC C$1,0120.07%25,450CommonSOLE
88160r101TESLA MOTORS INC$9920.06%3,795CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$9580.06%5,050CommonSOLE
g0508h110ARCADIUM LITHIUM PLC$9270.06%325,292CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$9260.06%5,690CommonSOLE
09627y109BLUEPRINT MEDICINES CORP$9250.06%10,000CommonSOLE
26875P101EOGEOG RESOURCES INC$8700.06%7,082CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$8660.06%11,758CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$8570.06%4,350CommonSOLE
464285204IAUISHARES GOLD TRUST$8530.06%17,174CommonSOLE
30050b101EVOLENT HEALTH INV CLASS A$8480.06%30,000CommonSOLE
00206R102TAT&T INC$8210.05%37,355CommonSOLE
191216100KOCOCA-COLA CO COM$8180.05%11,386CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$8160.05%2,882CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES I$7800.05%2,600CommonSOLE
231561101CWCURTISS-WRIGHT CORP$7790.05%2,372CommonSOLE
79466L302CRMSALESFORCE,INC.$7770.05%2,839CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$7640.05%42,000CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$7620.05%10,573CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$7490.05%500CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$7350.05%8,344CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$7300.05%1,880CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$7110.05%287,000CommonSOLE
155123102CETCENTRAL SECURITIES CORP$7110.05%15,523CommonSOLE
46266c105IQVIA HOLDINGS INC$7100.05%3,000CommonSOLE
808524102SCHBSCHWAB US BROAD MARKET ETF$6820.04%10,260CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$6780.04%91,900CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$6100.04%1,627CommonSOLE
931142103WMTWALMART STORES INC COM$6050.04%7,500CommonSOLE
37940x102GLOBAL PAYMENTS INC.$5960.04%5,824CommonSOLE
29364g103ENTERGY CORP (NEW) COM$5900.04%4,483CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$5760.04%5,000CommonSOLE
922908744VTVVANGUARD VALUE ETF$5750.04%3,297CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$5170.03%2,800CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$4990.03%5,324CommonSOLE
172908105CTASCINTAS CORP COM$4940.03%2,400CommonSOLE
854231107SXISTANDEX INTL CORP$4900.03%2,685CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4460.03%2,000CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$4450.03%3,270CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$4270.03%2,070CommonSOLE
46435g409ISHARES EDGE MSCI INTL VALUE E$4200.03%14,234CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3770.02%1,329CommonSOLE
244199105DEDEERE & CO COM$3580.02%860CommonSOLE
465741106ITRIITRON INC COM$3520.02%3,300CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$3510.02%1,750CommonSOLE
83444m101SOLVENTUM CORP.$3490.02%5,020CommonSOLE
00287y109ABBVIE INC$3460.02%1,754CommonSOLE
717081103PFEPFIZER INC$3380.02%11,700CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$3240.02%6,150CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$3240.02%4,500CommonSOLE
27627n105EASTERN BANKSHARES, INC$3020.02%18,450CommonSOLE
11135f101BROADCOM INC COM$2930.02%1,700CommonSOLE
184496107CLHCLEAN HARBORS INC$2900.02%1,200CommonSOLE
501889208LKQLKQ CORP COM$2870.02%7,200CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2870.02%8,000CommonSOLE
125523100CICIGNA GROUP$2860.02%826CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2830.02%6,750CommonSOLE
00508y102ACUITY BRANDS$2750.02%1,000CommonSOLE
097023105BABOEING CO COM$2720.02%1,790CommonSOLE
031162100AMGNAMGEN INC COM$2680.02%834CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2590.02%492CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$2560.02%11,000CommonSOLE
45168d104IDEXX LABS INC COM$2520.02%500CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2490.02%2,280CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO COM$2490.02%2,400CommonSOLE
704326107PAYXPAYCHEX INC COM$2380.02%1,775CommonSOLE
94106l109WASTE MANAGEMENT, INC$2280.01%1,100CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2160.01%410CommonSOLE
831865209AOSA. O. SMITH$2150.01%2,400CommonSOLE
74251v102PRINCIPAL FINANCIAL GROUP$2140.01%2,500CommonSOLE
654106103NKENIKE INC CL B$2130.01%2,420CommonSOLE
M7s64h106MONDAY.COM$2060.01%745CommonSOLE
98419m100XYLEM INC.$2020.01%1,500CommonSOLE
553368101MPMP MATERIALS CORP CLASS A$1940.01%11,000CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1910.01%11,000CommonSOLE
124765108CAECAE INC.$1870.01%10,000CommonSOLE
293594107ENVXENOVIX CORPORATION$1860.01%20,000CommonSOLE
86745k104SUNNOVA ENERGY INTERNATIONAL I$1850.01%19,000CommonSOLE
093712107BEBLOOM ENERGY CORPORATION CLASS$1050.01%10,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$930.01%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.