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S&CO INC

Q3 2025 · 13F-HR

S&CO INCholdings as filed

Filed 2025-11-06 · accession 0001082461-25-000005

$1.6M
Reported value
222
Positions
2025-09-30
Period end
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The Brief · S&CO INC · Q3 2025

AI · grounded in 13F

S&CO INC established a new position in MSFT valued at $86,827. The fund also initiated new stakes in BRK/B for $82,934 and ECL for $62,592. Additional new positions include ADP at $60,435 and XOM at $60,404. The fund manages a total of 222 positions with $1,633,541 in assets under management.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$86,8275.32%167,637CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$82,9345.08%164,964CommonSOLE
278865100ECLECOLAB INC$62,5923.83%228,555CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$60,4353.70%205,914CommonSOLE
30231G102XOMEXXON MOBIL CORP$60,4043.70%535,736CommonSOLE
037833100AAPLAPPLE INC$59,3563.63%233,109CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$56,9053.48%649,385CommonSOLE
149123101CATCATERPILLAR INC COM$53,4783.27%112,078CommonSOLE
13321L108CCJCAMECO CORP$43,3952.66%517,471CommonSOLE
023135106AMZNAMAZON.COM INC$41,5182.54%189,089CommonSOLE
61945C103MOSMOSAIC COMPANY$37,3092.28%1,075,818CommonSOLE
74365P108PROSYPROSUS NV -SPON ADR$35,9902.20%2,555,030CommonSOLE
58933y105MERCK & CO INC$35,4632.17%422,531CommonSOLE
002824100ABTABBOTT LABS$30,5341.87%227,973CommonSOLE
478160104JNJJOHNSON & JOHNSON$29,4371.80%158,763CommonSOLE
02079K107GOOGALPHABET INC CLASS C$28,7621.76%118,098CommonSOLE
78463v107SPDR GOLD TRUST$28,6381.75%80,565CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$25,8531.58%94,797CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$23,2631.42%95,696CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$22,2301.36%331,501CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$20,5591.26%42,389CommonSOLE
531229722LLYVK*LIBERTY MEDIA CORP-LIBERTY LIV$17,1641.05%177,006CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$16,9521.04%83,254CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$16,9161.04%173,276CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$16,5591.01%711,469CommonSOLE
907818108UNPUNION PACIFIC CORP$16,5151.01%69,871CommonSOLE
74624m102PURE STORAGE, INC.$15,9590.98%190,420CommonSOLE
359694106FULH.B. FULLER CO.$15,6490.96%263,986CommonSOLE
03674X106ARANTERO RESOURCES CORP$15,5850.95%464,398CommonSOLE
532457108LLYELI LILLY & CO COM$15,2810.94%20,028CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$14,3380.88%41,526CommonSOLE
67066g104NVIDIA CORP COM$13,3330.82%71,463CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$12,8360.79%122,897CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$12,6380.77%358,237CommonSOLE
302491303FMCFMC CORP$12,4700.76%370,806CommonSOLE
G54950103LINLINDE PLC$12,2790.75%25,851CommonSOLE
713448108PEPPEPSICO INC$11,7080.72%83,367CommonSOLE
369604301GEGE AEROSPACE COM (NEW)$11,3000.69%37,565CommonSOLE
78464a870SPDR S&P BIOTECH ETF$10,5300.64%105,097CommonSOLE
g5960l103MEDTRONIC PLC$10,3210.63%108,370CommonSOLE
530307305LBRDKLIBERTY BROADBAND-C$9,9840.61%157,131CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$9,7120.59%72,880CommonSOLE
57636Q104MAMASTERCARD INC - A$9,4250.58%16,571CommonSOLE
001055102AFLAFLAC INC COM$9,3340.57%83,570CommonSOLE
775711104ROLROLLINS INC COM$9,1860.56%156,393CommonSOLE
437076102HDHOME DEPOT INC COM$8,4300.52%20,806CommonSOLE
36168q104GFL ENVIRONMENTAL$8,3200.51%175,605CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA-CL A$8,1500.50%983,226CommonSOLE
36828a101GE VERNOVA INC$8,0910.50%13,159CommonSOLE
92826C839VVISA INC. CL A$7,9660.49%23,335CommonSOLE
009066101ABNBAIRBNB INC A$7,5710.46%62,355CommonSOLE
46625h100JP MORGAN CHASE & CO$7,5680.46%23,995CommonSOLE
17275r102CISCO SYSTEMS INC COM$7,4670.46%109,146CommonSOLE
531229771FWONALIBERTY MEDIA CORP-FORMULA-A$6,4190.39%67,417CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$6,3380.39%81,497CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKET$6,2900.39%116,108CommonSOLE
98138h101WORKDAY INC A$6,2670.38%26,037CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$6,1860.38%70,201CommonSOLE
032654105ADIANALOG DEVICES INC COM$6,0900.37%24,789CommonSOLE
g01767105ALKERMES PLC$6,0360.37%201,210CommonSOLE
863667101SYKSTRYKER CORP.$5,6820.35%15,372CommonSOLE
617446448MSMORGAN STANLEY COM$5,6020.34%35,242CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$5,5590.34%41,825CommonSOLE
679295105OKTAOKTA, INC.$5,4510.33%59,451CommonSOLE
h1467j104CHUBB LIMITED$5,3390.33%18,916CommonSOLE
75513e101RTX CORP.$5,2880.32%31,608CommonSOLE
G87052109TELTE CONNECTIVITY PLC$5,1740.32%23,573CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$5,1190.31%80,839CommonSOLE
09073m104BIO-TECHNE CORPORATION$5,0680.31%91,105CommonSOLE
g61188127LIBERTY GLOBAL LTD-C$5,0570.31%430,465CommonSOLE
92939u106WEC ENERGY GROUP INC COM$5,0310.31%43,907CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,9770.30%23,067CommonSOLE
674599105OXYOCCIDENTAL PETROLEUM CORP$4,9660.30%105,115CommonSOLE
166764100CVXCHEVRON CORP NEW COM$4,9240.30%31,710CommonSOLE
88579y1013M COMPANY COM$4,8280.30%31,115CommonSOLE
060505104BACBANK OF AMERICA CORP$4,7710.29%92,484CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$4,7360.29%16,788CommonSOLE
531229748LLYVA*LIBERTY MEDIA CORP-LIBERTY LIV$4,5710.28%48,473CommonSOLE
781154109RBRKRUBRIK INC A$4,4090.27%53,612CommonSOLE
45841n107INTERACTIVE BROKERS GROUP INC$4,3290.27%62,920CommonSOLE
30303m102META PLATFORMS INC$4,1820.26%5,695CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA-CL C$4,0960.25%485,348CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$4,0670.25%33,695CommonSOLE
172967424CCITIGROUP INC COM NEW$4,0230.25%39,641CommonSOLE
461202103INTUINTUIT, INC.$3,9260.24%5,750CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$3,8960.24%14,163CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$3,7390.23%8,200CommonSOLE
30212p303EXPEDIA GROUP INC COM$3,7040.23%17,333CommonSOLE
949746101WMT2WELLS FARGO & CO COM$3,6520.22%43,578CommonSOLE
872540109TJXTJX COS INC NEW COM$3,4800.21%24,081CommonSOLE
g29183103EATON CORP PLC$3,3320.20%8,904CommonSOLE
742718109PGPROCTER & GAMBLE CO$3,3230.20%21,629CommonSOLE
941848103WATWATERS CORP COM$3,3230.20%11,084CommonSOLE
92189f106VANECK GOLD MINERS ETF$3,3000.20%43,197CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$3,1920.20%40,000CommonSOLE
336433107FSLRFIRST SOLAR, INC.$3,1760.19%14,406CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$2,8450.17%141,284CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$2,8340.17%242,300CommonSOLE
999999999SUNRISE COMMUNICAT-CL A$2,8060.17%47,496CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$2,8030.17%8,520CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$2,6650.16%39,740CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD-A$2,6380.16%230,243CommonSOLE
235851102DHRDANAHER CORP COM$2,6140.16%13,189CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,5660.16%8,445CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$2,5600.16%20,000CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,3950.15%2,588CommonSOLE
44891N208IACIAC INC$2,3650.14%69,425CommonSOLE
771049103RBLXROBLOX CORP.$2,3460.14%16,940CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$2,2900.14%5,121CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$2,2680.14%17,674CommonSOLE
88160r101TESLA MOTORS INC$2,2650.14%5,095CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$2,2300.14%31,256CommonSOLE
75281A109RRCRANGE RESOURCES CORP$2,1940.13%58,300CommonSOLE
31488v107FERGUSON ENTERPRISES INC$2,1650.13%9,643CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,1490.13%28,480CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$2,1290.13%52,154CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$2,1210.13%6,386CommonSOLE
444859102HUMHUMANA INC.$2,1170.13%8,138CommonSOLE
45784p101INSULET CORPORATION$1,9710.12%6,385CommonSOLE
452327109ILMNILLUMINA, INC.$1,7090.10%18,000CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,6500.10%7,000CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC COM$1,6060.10%4,103CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,5990.10%6,363CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,5830.10%55,000CommonSOLE
13646k108CANADIAN PACIFIC KANSAS CITY L$1,5340.09%20,600CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$1,4810.09%11,914CommonSOLE
717081103PFEPFIZER INC$1,4110.09%55,394CommonSOLE
00287y109ABBVIE INC$1,4100.09%6,092CommonSOLE
70975l107PENUMBRA, INC.$1,3930.09%5,500CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,3800.08%15,000CommonSOLE
00724f101ADOBE INC$1,3710.08%3,887CommonSOLE
89422g107TRAVERE THERAPEUTICS, INC.$1,3380.08%56,000CommonSOLE
231561101CWCURTISS-WRIGHT CORP$1,2870.08%2,372CommonSOLE
464285204IAUISHARES GOLD TRUST$1,2490.08%17,174CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$1,2160.07%8,316CommonSOLE
457669307INSMINSMED INCORPORATED$1,1950.07%8,300CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,1700.07%5,562CommonSOLE
36164v800GCI LIBERTY, INC. CLASS C$1,1210.07%30,093CommonSOLE
354613101BENFRANKLIN RESOURCES INC$1,0750.07%46,495CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$1,0450.06%42,000CommonSOLE
76155x100REVOLUTION MEDICINES INC$1,0350.06%22,171CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$1,0280.06%5,050CommonSOLE
488401100KMPRKEMPER CORP$1,0240.06%19,870CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS IN-C$1,0010.06%24,080CommonSOLE
001084102AGCOAGCO CORP COM$9980.06%9,325CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$9820.06%7,000CommonSOLE
40412c101HCA HEALTHCARE INC COM$9790.06%2,298CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$9450.06%2,882CommonSOLE
071813109BAXBAXTER INTERNATIONAL INC$9070.06%39,855CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$8980.05%4,350CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$8880.05%10,573CommonSOLE
093712107BEBLOOM ENERGY CORPORATION CLASS$8450.05%10,000CommonSOLE
29364g103ENTERGY CORP (NEW) COM$8350.05%8,966CommonSOLE
h01301128ALCON INC.$8340.05%11,196CommonSOLE
26875P101EOGEOG RESOURCES INC$8300.05%7,405CommonSOLE
00206R102TAT&T INC$8180.05%28,987CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$8050.05%8,344CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$7930.05%1,880CommonSOLE
370334104GISGENERAL MILLS INC COM$7880.05%15,646CommonSOLE
931142103WMTWALMART INC COM$7740.05%7,512CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$7590.05%25,255CommonSOLE
155123102CETCENTRAL SECURITIES CORP$7570.05%14,749CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$7360.05%600CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$7310.04%1,562CommonSOLE
191216100KOCOCA-COLA CO COM$6780.04%10,236CommonSOLE
79466l302SALESFORCE INC$6720.04%2,839CommonSOLE
91307c102UNITED THERAPEUTICS CORP$5990.04%1,431CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$5880.04%5,890CommonSOLE
46266c105IQVIA HOLDINGS INC$5690.03%3,000CommonSOLE
854231107SXISTANDEX INTL CORP$5680.03%2,685CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$5620.03%2,800CommonSOLE
03831w108APPLOVIN CORPORATION (QSBS STO$4850.03%675CommonSOLE
68389x105ORACLE CORP COM$4420.03%1,575CommonSOLE
553368101MPMP MATERIALS CORP CLASS A$4350.03%6,500CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$4250.03%1,329CommonSOLE
00971t101AKAMAI TECHNOLOGIES$4110.03%5,427CommonSOLE
465741106ITRIITRON INC COM$4110.03%3,300CommonSOLE
11135f101BROADCOM INC COM$4100.03%1,245CommonSOLE
458140100INTCINTEL CORP$4040.02%12,062CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$4030.02%2,000CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$4010.02%1,750CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$3950.02%5,271CommonSOLE
244199105DEDEERE & CO COM$3930.02%860CommonSOLE
36164v602GCI LIBERTY, INC. CLASS A$3870.02%10,306CommonSOLE
097023105BABOEING CO COM$3860.02%1,790CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$3830.02%60,950CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3800.02%2,070CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$3760.02%8,000CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$3680.02%6,150CommonSOLE
25809k105DOORDASH INC (QSBS STOCK)$3640.02%1,341CommonSOLE
293594107ENVXENOVIX CORPORATION$3480.02%35,000CommonSOLE
00508y102ACUITY INC.$3440.02%1,000CommonSOLE
27627n105EASTERN BANKSHARES, INC$3320.02%18,305CommonSOLE
172908105CTASCINTAS CORP COM$3280.02%1,600CommonSOLE
45168d104IDEXX LABS INC COM$3190.02%500CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2990.02%2,280CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$2990.02%492CommonSOLE
124765108CAECAE INC.$2960.02%10,000CommonSOLE
184496107CLHCLEAN HARBORS INC$2780.02%1,200CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$2750.02%4,500CommonSOLE
016255101ALGNALIGN TECHNOLOGY INC$2620.02%2,093CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2590.02%423CommonSOLE
g3265r107APTIV PLC$2580.02%3,000CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNERS$2570.02%10,000CommonSOLE
368736104GNRCGENERAC HOLDINGS INC.$2510.02%1,502CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$2420.01%12,000CommonSOLE
94106l109WASTE MANAGEMENT, INC$2420.01%1,100CommonSOLE
64110l106NETFLIX INC COM$2390.01%200CommonSOLE
92338c103VERALTO CORP.$2380.01%2,233CommonSOLE
125523100CICIGNA GROUP$2370.01%824CommonSOLE
98419m100XYLEM INC.$2360.01%1,600CommonSOLE
031162100AMGNAMGEN INC COM$2350.01%834CommonSOLE
609207105MDLZMONDELEZ INTERNATIONAL INC COM$2300.01%3,692CommonSOLE
758750103RRXREGAL REXNORD CORP$2290.01%1,600CommonSOLE
704326107PAYXPAYCHEX INC COM$2240.01%1,775CommonSOLE
831865209AOSA. O. SMITH$2190.01%2,990CommonSOLE
501889208LKQLKQ CORP COM$2190.01%7,200CommonSOLE
00130H105AESAES CORPORATION$2100.01%16,000CommonSOLE
219350105GLWCORNING INC COM$2090.01%2,550CommonSOLE
74251v102PRINCIPAL FINANCIAL GROUP INC$2070.01%2,500CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1850.01%12,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$1540.01%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.