MondegarAI
S&CO INC

Q4 2024 · 13F-HR

S&CO INCholdings as filed

Filed 2025-02-07 · accession 0001082461-25-000001

$1.5M
Reported value
210
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$75,1015.10%165,685CommonSOLE
037833100AAPLAPPLE INC$68,3854.64%273,083CommonSOLE
171340102CHDCHURCH AND DWIGHT CO INC$68,2154.63%651,471CommonSOLE
594918104MSFTMICROSOFT CORP$66,9194.54%158,764CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$60,2554.09%205,840CommonSOLE
30231g102EXXON MOBIL CORP$59,3224.03%551,475CommonSOLE
278865100ECLECOLAB INC$54,2393.68%231,478CommonSOLE
149123101CATCATERPILLAR INC COM$41,9062.84%115,522CommonSOLE
58933y105MERCK & CO INC$40,1262.72%403,367CommonSOLE
023135106AMZNAMAZON.COM INC$33,6732.29%153,487CommonSOLE
002824100ABTABBOTT LABS$29,7072.02%262,646CommonSOLE
13321L108CCJCAMECO CORP$29,0571.97%565,431CommonSOLE
61945c103MOSAIC CO$27,8301.89%1,132,223CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$27,5561.87%95,010CommonSOLE
02079K107GOOGALPHABET INC CLASS C$26,4091.79%138,675CommonSOLE
478160104JNJJOHNSON & JOHNSON$25,3181.72%175,070CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$20,2681.38%38,961CommonSOLE
78463v107SPDR GOLD TRUST$19,5071.32%80,565CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$19,1311.30%101,063CommonSOLE
74365p108PROSUS NV - SPONSORED ADR$18,8211.28%2,369,807CommonSOLE
359694106FULHB FULLER CO$18,0741.23%267,852CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC.$17,7901.21%780,270CommonSOLE
302491303FMCFMC CORP COM$15,9021.08%327,153CommonSOLE
713448108PEPPEPSICO INC$15,7291.07%103,446CommonSOLE
907818108UNPUNION PACIFIC CORP$15,4861.05%67,911CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC COM$15,4151.05%180,618CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$14,3920.98%161,139CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$14,3460.97%28,360CommonSOLE
530307305LBRDKLIBERTY BROADBAND SER C$13,6200.92%182,196CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$12,8620.87%77,880CommonSOLE
78464a870SPDR S&P BIOTECH ETF$12,5520.85%139,375CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$12,0640.82%66,304CommonSOLE
531229722LLYVK*LIBERTY LIVE SERIES C$11,9250.81%175,215CommonSOLE
74624m102PURE STORAGE, INC.$11,6970.79%190,420CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$11,2910.77%121,857CommonSOLE
G54950103LINLINDE PLC$11,0210.75%26,324CommonSOLE
17275r102CISCO SYSTEMS INC COM$10,3660.70%175,103CommonSOLE
009066101ABNBAIRBNB INC A$10,1650.69%77,355CommonSOLE
67066g104NVIDIA CORP COM$10,0520.68%74,855CommonSOLE
g9001e102LIBERTY LATIN AMERICA LTD CL A$9,9720.68%1,568,058CommonSOLE
03674x106ANTERO RESOURCES CORP$9,9390.67%283,583CommonSOLE
g5960l103MEDTRONIC PLC$9,4670.64%118,523CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$9,1360.62%358,162CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$9,0510.61%66,825CommonSOLE
44891n208IAC Inc.$8,8080.60%204,175CommonSOLE
001055102AFLAFLAC INC COM$8,6540.59%83,670CommonSOLE
437076102HDHOME DEPOT INC COM$8,0930.55%20,806CommonSOLE
775711104ROLROLLINS INC COM$7,2350.49%156,098CommonSOLE
369604301GEGE AEROSPACE$6,7880.46%40,703CommonSOLE
98138h101WORKDAY INC A$6,7180.46%26,036CommonSOLE
g01767105ALKERMES PLC$6,1680.42%214,465CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$6,0210.41%80,979CommonSOLE
09073m104BIO-TECHNE CORPORATION$5,9380.40%82,445CommonSOLE
46625h100JP MORGAN CHASE & CO$5,9280.40%24,730CommonSOLE
867975104SNRENSUNRISE COMMUNICATIONS ADR$5,8210.40%135,131CommonSOLE
863667101SYKSTRYKER CORP.$5,7680.39%16,022CommonSOLE
g61188127LIBERTY GLOBAL LTD$5,6560.38%430,465CommonSOLE
531229771FWONALIBERTY MEDIA CORP- LIBERTY FO$5,6210.38%66,894CommonSOLE
h1467j104CHUBB LIMITED$5,5400.38%20,054CommonSOLE
00971t101AKAMAI TECHNOLOGIES$5,3950.37%56,412CommonSOLE
57636q104MASTERCARD INC CL A$5,3710.36%10,201CommonSOLE
444859102HUMHUMANA INC.$5,3700.36%21,168CommonSOLE
88579y1013M COMPANY COM$5,3640.36%41,560CommonSOLE
032654105ADIANALOG DEVICES INC COM$5,2660.36%24,789CommonSOLE
92826C839VVISA INC COM CL A$5,0040.34%15,835CommonSOLE
941848103WATWATERS CORP COM$4,9250.33%13,276CommonSOLE
36828a101GE VERNOVA INC$4,8910.33%14,871CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$4,8870.33%110,971CommonSOLE
166764100CVXCHEVRON CORP NEW COM$4,7430.32%32,749CommonSOLE
532457108LLYELI LILLY & CO COM$4,7160.32%6,110CommonSOLE
617446448MSMORGAN STANLEY COM$4,6190.31%36,747CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$4,5660.31%61,682CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,5170.31%23,066CommonSOLE
452327109ILMNILLUMINA, INC.$4,4160.30%33,050CommonSOLE
92939u106WEC ENERGY GROUP INC COM$4,1600.28%44,237CommonSOLE
518439104ELESTEE LAUDER COS INC CL A$4,1550.28%55,424CommonSOLE
060505104BACBANK OF AMERICA CORP$4,0790.28%92,832CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP COM$3,8930.26%78,805CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$3,8250.26%49,740CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,8010.26%22,674CommonSOLE
949746101WMT2WELLS FARGO & CO COM$3,7680.26%53,658CommonSOLE
g9001e128LIBERTY LATIN AMERICA LTD$3,7520.25%591,923CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$3,7120.25%16,888CommonSOLE
45784p101INSULET CORPORATION$3,6980.25%14,165CommonSOLE
75513e101RTX CORP.$3,6570.25%31,608CommonSOLE
64107a105NET POWER INC. CL A$3,6150.25%341,405CommonSOLE
461202103INTUINTUIT, INC.$3,6130.25%5,749CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$3,6130.25%35,586CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3,5380.24%24,753CommonSOLE
30303M102METAMETA PLATFORMS INC. CLASS A (F$3,3340.23%5,695CommonSOLE
g61188101LIBERTY GLOBAL LTD$3,2920.22%258,066CommonSOLE
531229748LLYVA*LIBERTY LIVE SERIES A$3,2430.22%48,735CommonSOLE
30212p303EXPEDIA GROUP INC$3,2300.22%17,336CommonSOLE
934423104WBDWARNER BROS. DISCOVERY, INC. S$3,1970.22%302,466CommonSOLE
872540109TJXTJX COS INC NEW COM$3,0010.20%24,846CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2,9510.20%8,610CommonSOLE
45841n107INTERACTIVE BROKERS GROUP, INC$2,8040.19%15,875CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$2,7940.19%21,325CommonSOLE
172967424CCITIGROUP INC COM NEW$2,7900.19%39,641CommonSOLE
679295105OKTAOKTA, INC.$2,7520.19%34,925CommonSOLE
g29183103EATON CORP PLC$2,7400.19%8,257CommonSOLE
36168q104GFL ENVIRONMENTAL$2,5740.17%57,805CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,5380.17%40,000CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,5000.17%8,625CommonSOLE
336433107FSLRFIRST SOLAR, INC.$2,4860.17%14,106CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,2880.16%2,498CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$2,2050.15%20,000CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,0250.14%28,260CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$1,9990.14%14,882CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,8950.13%6,386CommonSOLE
88160r101TESLA MOTORS INC$1,8550.13%4,595CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$1,8520.13%11,370CommonSOLE
458140100INTCINTEL CORP$1,8450.13%92,029CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,7940.12%31,256CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,7800.12%7,213CommonSOLE
001084102AGCOAGCO CORP COM$1,7470.12%18,699CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$1,7330.12%49,185CommonSOLE
00724f101ADOBE INC$1,7280.12%3,887CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$1,6820.11%7,520CommonSOLE
31488v107FERGUSON ENTERPRISES INC$1,6430.11%9,468CommonSOLE
92189f106VANECK GOLD MINERS ETF$1,4640.10%43,197CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$1,4530.10%120,000CommonSOLE
354613101BENFRANKLIN RESOURCES INC COM$1,4150.10%69,745CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$1,3530.09%5,750CommonSOLE
488401100KMPRKEMPER CORP$1,3530.09%20,365CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY L$1,3460.09%18,600CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,3120.09%7,000CommonSOLE
70975l107PENUMBRA, INC.$1,3060.09%5,500CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,2320.08%5,457CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$1,1710.08%2,245CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$1,1670.08%10,573CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,1630.08%55,000CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,1620.08%39,855CommonSOLE
235851102DHRDANAHER CORP COM$1,1520.08%5,020CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,0970.07%15,000CommonSOLE
370334104GISGENERAL MILLS INC COM$9970.07%15,646CommonSOLE
771049103RBLXROBLOX CORP.$9800.07%16,940CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS, INC C$9730.07%25,448CommonSOLE
h01301128ALCON INC.$9660.07%11,386CommonSOLE
79466L302CRMSALESFORCE,INC.$9490.06%2,839CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$9340.06%5,050CommonSOLE
09627y109BLUEPRINT MEDICINES CORP$8720.06%10,000CommonSOLE
26875P101EOGEOG RESOURCES INC$8680.06%7,082CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$8520.06%20,255CommonSOLE
955306105WSTWEST PHARMACEUTICAL SERVICES I$8510.06%2,600CommonSOLE
464285204IAUISHARES GOLD TRUST$8500.06%17,174CommonSOLE
00206R102TAT&T INC$8500.06%37,355CommonSOLE
231561101CWCURTISS-WRIGHT CORP$8410.06%2,372CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$8350.06%2,882CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$8300.06%4,350CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$8210.06%42,000CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$7580.05%5,890CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$7370.05%8,344CommonSOLE
155123102CETCENTRAL SECURITIES CORP$7320.05%16,041CommonSOLE
191216100KOCOCA-COLA CO COM$7080.05%11,386CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$7020.05%11,758CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$6940.05%1,880CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$6820.05%5,000CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$6800.05%287,000CommonSOLE
29364g103ENTERGY CORP (NEW) COM$6790.05%8,966CommonSOLE
931142103WMTWALMART STORES INC COM$6770.05%7,500CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$6530.04%1,627CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$6110.04%500CommonSOLE
46266c105IQVIA HOLDINGS INC$5890.04%3,000CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$5390.04%2,800CommonSOLE
854231107SXISTANDEX INTL CORP$5020.03%2,685CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4240.03%2,000CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$4170.03%91,900CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$4160.03%5,324CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$4120.03%3,270CommonSOLE
37940x102GLOBAL PAYMENTS INC.$4010.03%3,582CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3880.03%2,070CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3820.03%1,329CommonSOLE
172908105CTASCINTAS CORP COM$3650.02%2,000CommonSOLE
244199105DEDEERE & CO COM$3640.02%860CommonSOLE
465741106ITRIITRON INC COM$3580.02%3,300CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$3520.02%1,750CommonSOLE
83444m101SOLVENTUM CORP.$3300.02%5,000CommonSOLE
11135f101BROADCOM INC COM$3240.02%1,400CommonSOLE
27627n105EASTERN BANKSHARES, INC$3180.02%18,450CommonSOLE
097023105BABOEING CO COM$3160.02%1,790CommonSOLE
00287y109ABBVIE INC$3110.02%1,754CommonSOLE
717081103PFEPFIZER INC$3100.02%11,700CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2980.02%8,000CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$2940.02%6,150CommonSOLE
00508y102ACUITY BRANDS$2920.02%1,000CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2820.02%2,280CommonSOLE
184496107CLHCLEAN HARBORS INC$2760.02%1,200CommonSOLE
501889208LKQLKQ CORP COM$2640.02%7,200CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$2590.02%23,000CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2580.02%6,750CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$2540.02%4,500CommonSOLE
124765108CAECAE INC.$2530.02%10,000CommonSOLE
704326107PAYXPAYCHEX INC COM$2480.02%1,775CommonSOLE
293594107ENVXENOVIX CORPORATION$2390.02%22,000CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2300.02%492CommonSOLE
125523100CICIGNA GROUP$2280.02%826CommonSOLE
25809k105DOORDASH INC (QSBS STOCK)$2240.02%1,341CommonSOLE
093712107BEBLOOM ENERGY CORPORATION CLASS$2220.02%10,000CommonSOLE
94106l109WASTE MANAGEMENT, INC$2210.01%1,100CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2200.01%410CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO COM$2180.01%2,400CommonSOLE
03831w108APPLOVIN CORPORATION (QSBS STO$2180.01%675CommonSOLE
031162100AMGNAMGEN INC COM$2170.01%834CommonSOLE
45168d104IDEXX LABS INC COM$2060.01%500CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$1740.01%11,000CommonSOLE
g0508h110ARCADIUM LITHIUM PLC$1700.01%33,222CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1610.01%11,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$750.01%30,000CommonSOLE
86745k104SUNNOVA ENERGY INTERNATIONAL I$530.00%15,500CommonSOLE

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.