MondegarAI
S&CO INC

Q1 2025 · 13F-HR

S&CO INCholdings as filed

Filed 2025-05-08 · accession 0001082461-25-000002

$1.5M
Reported value
217
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$88,2065.92%165,621CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$71,7444.81%651,691CommonSOLE
30231G102XOMEXXON MOBIL CORP$65,4364.39%550,211CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$62,8064.22%205,565CommonSOLE
594918104MSFTMICROSOFT CORP$60,8174.08%162,012CommonSOLE
278865100ECLECOLAB INC$58,5843.93%231,083CommonSOLE
037833100AAPLAPPLE INC$54,3113.64%244,503CommonSOLE
58933y105MERCK & CO INC$38,2902.57%426,583CommonSOLE
149123101CATCATERPILLAR INC COM$37,8922.54%114,895CommonSOLE
002824100ABTABBOTT LABS$33,9932.28%256,264CommonSOLE
023135106AMZNAMAZON.COM INC$30,9632.08%162,743CommonSOLE
61945C103MOSMOSAIC CO/THE$30,6942.06%1,136,423CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$28,0821.88%95,222CommonSOLE
478160104JNJJOHNSON & JOHNSON$27,5421.85%166,081CommonSOLE
13321L108CCJCAMECO CORP$23,7321.59%576,601CommonSOLE
78463v107SPDR GOLD TRUST$23,2131.56%80,565CommonSOLE
74365P108PROSYPROSUS NV -SPON ADR$21,8211.46%2,372,442CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$20,8351.40%41,872CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$18,9441.27%36,171CommonSOLE
02079K107GOOGALPHABET INC CLASS C$18,8721.27%120,802CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$17,9281.20%177,723CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$17,2771.16%766,373CommonSOLE
907818108UNPUNION PACIFIC CORP$16,6001.11%70,271CommonSOLE
530307305LBRDKLIBERTY BROADBAND-C$15,4951.04%182,196CommonSOLE
302491303FMCFMC CORP$15,2611.02%361,726CommonSOLE
359694106FULH.B. FULLER CO.$14,9581.00%266,547CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$14,7930.99%95,662CommonSOLE
713448108PEPPEPSICO INC$14,6800.99%97,909CommonSOLE
G54950103LINLINDE PLC$12,2370.82%26,280CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$12,2090.82%187,119CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP-LIBERTY LIV$11,9880.80%175,945CommonSOLE
03674X106ARANTERO RESOURCES CORP$11,8800.80%293,788CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$11,3140.76%66,304CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$11,1490.75%358,167CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$10,9680.74%121,857CommonSOLE
17275r102CISCO SYSTEMS INC COM$10,8050.73%175,103CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$10,6640.72%77,880CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$10,1560.68%66,825CommonSOLE
g5960l103MEDTRONIC PLC$9,9080.66%110,270CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA-CL A$9,8230.66%1,551,863CommonSOLE
532457108LLYELI LILLY & CO COM$9,6300.65%11,660CommonSOLE
001055102AFLAFLAC INC COM$9,2470.62%83,170CommonSOLE
009066101ABNBAIRBNB INC A$9,2400.62%77,355CommonSOLE
78464a870SPDR S&P BIOTECH ETF$8,4800.57%104,573CommonSOLE
775711104ROLROLLINS INC COM$8,4330.57%156,098CommonSOLE
74624m102PURE STORAGE, INC.$8,4290.57%190,420CommonSOLE
67066g104NVIDIA CORP COM$8,1420.55%75,132CommonSOLE
369604301GEGE AEROSPACE COM (NEW)$8,0470.54%40,208CommonSOLE
44891N208IACIAC INC$7,6980.52%167,570CommonSOLE
437076102HDHOME DEPOT INC COM$7,6250.51%20,806CommonSOLE
g01767105ALKERMES PLC$7,3290.49%221,960CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$6,9020.46%81,205CommonSOLE
867975104SNRENSUNRISE COMMUNICAT-CL A$6,2170.42%128,761CommonSOLE
88579y1013M COMPANY COM$6,1000.41%41,540CommonSOLE
98138h101WORKDAY INC A$6,0800.41%26,036CommonSOLE
444859102HUMHUMANA INC.$6,0050.40%22,696CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$6,0010.40%82,797CommonSOLE
46625h100JP MORGAN CHASE & CO$5,9920.40%24,430CommonSOLE
h1467j104CHUBB LIMITED$5,9820.40%19,809CommonSOLE
863667101SYKSTRYKER CORP.$5,9640.40%16,022CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$5,8860.40%119,265CommonSOLE
57636Q104MAMASTERCARD INC - A$5,6760.38%10,357CommonSOLE
92826C839VVISA INC COM CL A$5,6190.38%16,036CommonSOLE
531229771FWONALIBERTY MEDIA CORP-FORMULA-A$5,5030.37%67,554CommonSOLE
166764100CVXCHEVRON CORP NEW COM$5,4780.37%32,749CommonSOLE
g61188127LIBERTY GLOBAL LTD-C$5,1520.35%430,465CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MKTS ET$5,0400.34%111,373CommonSOLE
032654105ADIANALOG DEVICES INC COM$4,9990.34%24,789CommonSOLE
09073m104BIO-TECHNE CORPORATION$4,9010.33%83,605CommonSOLE
92939u106WEC ENERGY GROUP INC COM$4,8100.32%44,137CommonSOLE
941848103WATWATERS CORP COM$4,5930.31%12,464CommonSOLE
36828a101GE VERNOVA INC$4,5390.30%14,871CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,4740.30%23,067CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$4,4160.30%66,914CommonSOLE
617446448MSMORGAN STANLEY COM$4,2400.28%36,347CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$4,1990.28%16,888CommonSOLE
75513e101RTX CORP.$4,1860.28%31,608CommonSOLE
00971t101AKAMAI TECHNOLOGIES$4,1000.28%50,937CommonSOLE
060505104BACBANK OF AMERICA CORP$3,8670.26%92,689CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,8560.26%22,629CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$3,8050.26%49,740CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA-CL C$3,6750.25%591,891CommonSOLE
679295105OKTAOKTA, INC.$3,6740.25%34,925CommonSOLE
461202103INTUINTUIT, INC.$3,5300.24%5,750CommonSOLE
G87052109TELTE CONNECTIVITY PLC$3,4980.23%24,753CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$3,3030.22%35,586CommonSOLE
30303m102META PLATFORMS INC$3,2820.22%5,695CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP-LIBERTY LIV$3,2760.22%48,735CommonSOLE
934423104WBDWARNER BROS. DISCOVERY, INC. S$3,2450.22%302,466CommonSOLE
949746101WMT2WELLS FARGO & CO COM$3,2160.22%44,803CommonSOLE
45784p101INSULET CORPORATION$3,1920.21%12,155CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$3,1730.21%8,610CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD-A$2,9700.20%258,066CommonSOLE
36168q104GFL ENVIRONMENTAL$2,9580.20%61,230CommonSOLE
872540109TJXTJX COS INC NEW COM$2,9330.20%24,081CommonSOLE
30212p303EXPEDIA GROUP INC COM$2,9140.20%17,336CommonSOLE
172967424CCITIGROUP INC COM NEW$2,8140.19%39,641CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$2,8080.19%40,000CommonSOLE
452327109ILMNILLUMINA, INC.$2,7530.18%34,700CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$2,7130.18%10,050CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,6940.18%8,625CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$2,6490.18%18,630CommonSOLE
45841n107INTERACTIVE BROKERS GROUP, INC$2,5710.17%15,530CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$2,5360.17%5,121CommonSOLE
235851102DHRDANAHER CORP COM$2,4820.17%12,109CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,4560.16%2,597CommonSOLE
g29183103EATON CORP PLC$2,2400.15%8,241CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$2,2070.15%250,300CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$2,2030.15%20,000CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$2,1010.14%51,199CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$2,0680.14%17,686CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,0030.13%28,260CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC COM$1,9890.13%4,103CommonSOLE
92189f106VANECK GOLD MINERS ETF$1,9850.13%43,197CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$1,8950.13%31,256CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$1,8720.13%11,370CommonSOLE
336433107FSLRFIRST SOLAR, INC.$1,7830.12%14,106CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,7180.12%6,386CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,6820.11%7,213CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$1,6070.11%7,975CommonSOLE
31488v107FERGUSON ENTERPRISES INC$1,5170.10%9,468CommonSOLE
00724f101ADOBE INC$1,4900.10%3,887CommonSOLE
717081103PFEPFIZER INC$1,4880.10%58,749CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$1,4830.10%141,284CommonSOLE
70975l107PENUMBRA, INC.$1,4700.10%5,500CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY L$1,4460.10%20,600CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,3960.09%55,000CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$1,3640.09%39,855CommonSOLE
488401100KMPRKEMPER CORP$1,3610.09%20,365CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1,3420.09%69,745CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,3240.09%7,000CommonSOLE
458140100INTCINTEL CORP$1,3010.09%57,303CommonSOLE
00287y109ABBVIE INC$1,2760.09%6,092CommonSOLE
75281A109RRCRANGE RESOURCES CORP$1,2490.08%31,300CommonSOLE
09627y109BLUEPRINT MEDICINES CORP$1,2200.08%13,795CommonSOLE
88160r101TESLA MOTORS INC$1,1900.08%4,595CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,1760.08%5,557CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,1500.08%15,000CommonSOLE
h01301128ALCON INC.$1,0760.07%11,338CommonSOLE
00206R102TAT&T INC$1,0470.07%37,037CommonSOLE
001084102AGCOAGCO CORP COM$1,0460.07%11,309CommonSOLE
464285204IAUISHARES GOLD TRUST$1,0120.07%17,174CommonSOLE
771049103RBLXROBLOX CORP.$9870.07%16,940CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS IN-C$9740.07%24,352CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$9500.06%5,050CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$9420.06%42,000CommonSOLE
370334104GISGENERAL MILLS INC COM$9350.06%15,646CommonSOLE
26875P101EOGEOG RESOURCES INC$9090.06%7,090CommonSOLE
036752103ELVELEVANCE HEALTH INC$8390.06%1,931CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$8290.06%4,350CommonSOLE
781154109RBRKRUBRIK INC A$8050.05%13,209CommonSOLE
191216100KOCOCA-COLA CO COM$7940.05%11,096CommonSOLE
40412c101HCA HEALTHCARE INC COM$7940.05%2,298CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$7930.05%11,692CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$7920.05%2,882CommonSOLE
29364g103ENTERGY CORP (NEW) COM$7660.05%8,966CommonSOLE
79466l302SALESFORCE INC$7610.05%2,839CommonSOLE
231561101CWCURTISS-WRIGHT CORP$7520.05%2,372CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$7330.05%20,255CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$7090.05%8,344CommonSOLE
155123102CETCENTRAL SECURITIES CORP$6630.04%14,749CommonSOLE
931142103WMTWALMART INC COM$6590.04%7,512CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$6500.04%10,573CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$6330.04%1,880CommonSOLE
64107A105NPWRNET POWER INC$6200.04%235,930CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$6150.04%5,890CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$5900.04%500CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$5830.04%1,617CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$5530.04%5,000CommonSOLE
46266c105IQVIA HOLDINGS INC$5280.04%3,000CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$4920.03%2,800CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4880.03%2,000CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$4570.03%99,775CommonSOLE
91307c102UNITED THERAPEUTICS CORP$4410.03%1,431CommonSOLE
65345m108NEXTDOOR HOLDINGS, INC. CL A$4390.03%287,000CommonSOLE
854231107SXISTANDEX INTL CORP$4330.03%2,685CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$4290.03%5,323CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$4230.03%1,750CommonSOLE
244199105DEDEERE & CO COM$4030.03%860CommonSOLE
83444m101SOLVENTUM CORP.$3790.03%4,985CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3710.02%2,070CommonSOLE
172908105CTASCINTAS CORP COM$3690.02%1,800CommonSOLE
09062x103BIOGEN INC$3510.02%2,572CommonSOLE
465741106ITRIITRON INC COM$3450.02%3,300CommonSOLE
37940x102GLOBAL PAYMENTS INC.$3410.02%3,492CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$3390.02%1,329CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$3320.02%2,093CommonSOLE
76155x100REVOLUTION MEDICINES INC$3240.02%9,171CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$3120.02%6,150CommonSOLE
501889208LKQLKQ CORP COM$3060.02%7,200CommonSOLE
097023105BABOEING CO COM$3050.02%1,790CommonSOLE
27627n105EASTERN BANKSHARES, INC$3000.02%18,305CommonSOLE
806857108SLBSCHLUMBERGER LTD NV COM$2820.02%6,750CommonSOLE
704326107PAYXPAYCHEX INC COM$2730.02%1,775CommonSOLE
125523100CICIGNA GROUP$2710.02%824CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$2630.02%8,000CommonSOLE
00508y102ACUITY INC.$2630.02%1,000CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$2610.02%4,500CommonSOLE
031162100AMGNAMGEN INC COM$2590.02%834CommonSOLE
94106l109WASTE MANAGEMENT, INC$2540.02%1,100CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2510.02%492CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2490.02%2,280CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC CL B$2490.02%2,270CommonSOLE
25809k105DOORDASH INC (QSBS STOCK)$2450.02%1,341CommonSOLE
124765108CAECAE INC.$2450.02%10,000CommonSOLE
184496107CLHCLEAN HARBORS INC$2360.02%1,200CommonSOLE
11135f101BROADCOM INC COM$2340.02%1,400CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO COM$2240.02%2,400CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2170.01%423CommonSOLE
74251v102PRINCIPAL FINANCIAL GROUP INC$2100.01%2,500CommonSOLE
45168d104IDEXX LABS INC COM$2090.01%500CommonSOLE
093712107BEBLOOM ENERGY CORPORATION CLASS$1960.01%10,000CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1740.01%11,000CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$1620.01%11,000CommonSOLE
293594107ENVXENOVIX CORPORATION$1610.01%22,000CommonSOLE
00130H105AESAES CORPORATION$1610.01%13,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$930.01%60,000CommonSOLE

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.