MondegarAI
S&CO INC

Q1 2026 · 13F-HR

S&CO INCholdings as filed

Filed 2026-05-07 · accession 0001082461-26-000002

$1.6M
Reported value
218
Positions
2026-03-31
Period end
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The Brief · S&CO INC · Q1 2026

AI · grounded in 13F

S&CO INC reduced its position in ABT by 11.91%. The fund established a new position in ASTRAZENECA PLC valued at $9,832 and increased its holding in MSFT by 10.39%. Other activity included trimming stakes in CAT by 6.23% and JNJ by 0.76%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
30231G102XOMEXXON MOBIL CORP$89,2415.54%526,003CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC CL B$78,6244.88%164,075CommonSOLE
594918104MSFTMICROSOFT CORP$70,4054.37%190,197CommonSOLE
149123101CATCATERPILLAR INC COM$70,0144.34%98,827CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$60,6793.76%650,230CommonSOLE
278865100ECLECOLAB INC$60,1363.73%226,060CommonSOLE
037833100AAPLAPPLE INC$58,9693.66%232,357CommonSOLE
58933y105MERCK & CO INC$51,1863.18%425,528CommonSOLE
023135106AMZNAMAZON.COM INC$41,0612.55%197,153CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC$41,0372.55%201,978CommonSOLE
478160104JNJJOHNSON & JOHNSON$38,4012.38%157,098CommonSOLE
13321L108CCJCAMECO CORP$35,5772.21%327,574CommonSOLE
78463v107SPDR GOLD TRUST$34,6662.15%80,565CommonSOLE
02079K107GOOGALPHABET INC CLASS C$33,8812.10%118,113CommonSOLE
009158106APDAIR PRODUCTS & CHEMICALS INC C$27,4301.70%94,428CommonSOLE
02079K305GOOGLALPHABET INC CAP STK CL A$27,3431.70%95,087CommonSOLE
61945C103MOSMOSAIC COMPANY$24,5731.52%963,667CommonSOLE
74365P108PROSYPROSUS NV -SPON ADR$22,4341.39%2,497,466CommonSOLE
03674X106ARANTERO RESOURCES CORP$20,6931.28%487,604CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC C$20,5591.28%41,827CommonSOLE
002824100ABTABBOTT LABS$20,5051.27%199,720CommonSOLE
70450Y103PYPLPAYPAL HOLDINGS INC$20,1391.25%445,270CommonSOLE
532457108LLYELI LILLY & CO COM$19,7921.23%21,519CommonSOLE
G7709Q104RPRXROYALTY PHARMA PLC CL A$17,1911.07%358,377CommonSOLE
907818108UNPUNION PACIFIC CORP$16,8261.04%69,353CommonSOLE
530909308LLYVKLIBERTY MEDIA CORP-LIBERTY LIV$16,6171.03%176,571CommonSOLE
359694106FULH.B. FULLER CO.$16,1091.00%261,171CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$13,9350.86%86,925CommonSOLE
829933100SIRISIRIUS XM HOLDINGS INC$13,4190.83%581,427CommonSOLE
G54950103LINLINDE PLC$12,9150.80%26,052CommonSOLE
67066g104NVIDIA CORP COM$12,5840.78%72,156CommonSOLE
78464a870SPDR S&P BIOTECH ETF$12,0420.75%94,280CommonSOLE
713448108PEPPEPSICO INC$11,9540.74%76,982CommonSOLE
91324p102UNITEDHEALTH GROUP INC COM$11,9250.74%44,072CommonSOLE
92826C839VVISA INC. CL A$11,3500.70%37,553CommonSOLE
74624m102EVERPURE, INC. CLASS A$11,2420.70%190,420CommonSOLE
57636Q104MAMASTERCARD INC - A$10,7330.67%21,481CommonSOLE
36828a101GE VERNOVA INC$10,6850.66%12,241CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$10,6540.66%169,791CommonSOLE
369604301GEGE AEROSPACE COM (NEW)$10,6330.66%37,471CommonSOLE
531229755FWONKLIBERTY FORMULA ONE SER C$10,4170.65%122,528CommonSOLE
G0593m107ASTRAZENECA PLC$9,8320.61%50,765CommonSOLE
g5960l103MEDTRONIC PLC$9,3690.58%108,128CommonSOLE
001055102AFLAFLAC INC COM$9,1680.57%83,570CommonSOLE
g01767105ALKERMES PLC$8,6540.54%244,760CommonSOLE
36168q104GFL ENVIRONMENTAL$8,4760.53%203,174CommonSOLE
775711104ROLROLLINS INC COM$8,3520.52%156,393CommonSOLE
17275r102CISCO SYSTEMS INC COM$8,3440.52%107,546CommonSOLE
032654105ADIANALOG DEVICES INC COM$7,8860.49%24,789CommonSOLE
009066101ABNBAIRBNB INC A$7,8740.49%62,355CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKET$7,1150.44%131,648CommonSOLE
46625h100JP MORGAN CHASE & CO$7,0400.44%23,935CommonSOLE
03769M106APOAPOLLO ASSET MANAGEMENT INC.$7,0060.43%62,880CommonSOLE
771195104RHHBYROCHE HOLDING LTD SPONSORED AD$6,8800.43%140,551CommonSOLE
437076102HDHOME DEPOT INC COM$6,8690.43%20,887CommonSOLE
28176e108EDWARDS LIFESCIENCES CORP$6,5260.40%81,497CommonSOLE
25278x109DIAMONDBACK ENERGY INC$6,3680.40%32,200CommonSOLE
461202103INTUINTUIT, INC.$6,2860.39%14,540CommonSOLE
166764100CVXCHEVRON CORP NEW COM$6,2110.39%30,024CommonSOLE
h1467j104CHUBB LIMITED$6,1650.38%18,916CommonSOLE
530307305LBRDKLIBERTY BROADBAND-C$6,0880.38%121,034CommonSOLE
75513e101RTX CORP.$6,0600.38%31,418CommonSOLE
679295105OKTAOKTA, INC.$5,7280.36%72,779CommonSOLE
617446448MSMORGAN STANLEY COM$5,6450.35%34,302CommonSOLE
G9001E102LILALIBERTY LATIN AMERICA-CL A$5,2990.33%613,417CommonSOLE
531229771FWONALIBERTY MEDIA CORP-FORMULA-A$5,1990.32%66,594CommonSOLE
518439104ELESTEE LAUDER COMPANIES-CL A$5,0780.32%70,764CommonSOLE
g61188127LIBERTY GLOBAL LTD-C$5,0490.31%430,465CommonSOLE
863667101SYKSTRYKER CORP.$5,0290.31%15,307CommonSOLE
36164v800GCI LIBERTY, INC. CLASS C$4,9880.31%134,052CommonSOLE
09073m104BIO-TECHNE CORPORATION$4,7390.29%90,695CommonSOLE
92939u106WEC ENERGY GROUP INC COM$4,7080.29%40,672CommonSOLE
G87052109TELTE CONNECTIVITY PLC$4,6810.29%22,398CommonSOLE
921908844VIGVANGUARD DIVIDEND APPRECIATION$4,6520.29%21,632CommonSOLE
530909100LLYVALIBERTY MEDIA CORP-LIBERTY LIV$4,5250.28%49,387CommonSOLE
88579y1013M COMPANY COM$4,5100.28%31,055CommonSOLE
060505104BACBANK OF AMERICA CORP$4,5080.28%92,484CommonSOLE
172967424CCITIGROUP INC COM NEW$4,4950.28%39,641CommonSOLE
45841n107INTERACTIVE BROKERS GROUP INC$4,2300.26%63,080CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHINE$4,0690.25%16,788CommonSOLE
92189f106VANECK GOLD MINERS ETF$3,9080.24%42,589CommonSOLE
596278101MIDDMIDDLEBY CORPORATION$3,8580.24%29,100CommonSOLE
464287309IVWISHARES S&P 500/BARRA GROWTH I$3,8110.24%33,695CommonSOLE
30212p303EXPEDIA GROUP INC COM$3,7600.23%16,285CommonSOLE
25401t603DIGITALBRIDGE GROUP INC$3,6320.23%235,600CommonSOLE
872540109TJXTJX COS INC NEW COM$3,5300.22%22,106CommonSOLE
941848103WATWATERS CORP COM$3,3990.21%11,417CommonSOLE
98138h101WORKDAY INC A$3,3920.21%26,112CommonSOLE
530307107LBRDALIBERTY BROADBAND SER A$3,3560.21%66,827CommonSOLE
76155x100REVOLUTION MEDICINES INC$3,3230.21%34,171CommonSOLE
922042874VGKVANGUARD MSCI EUROPEAN INDEX E$3,2970.20%40,000CommonSOLE
30303m102META PLATFORMS INC$3,2750.20%5,725CommonSOLE
g29183103EATON CORP PLC$3,2100.20%8,976CommonSOLE
97717w851WISDOMTREE JAPAN HEDGED EQUITY$3,1710.20%20,000CommonSOLE
742718109PGPROCTER & GAMBLE CO$2,9490.18%20,418CommonSOLE
336433107FSLRFIRST SOLAR, INC.$2,8790.18%14,596CommonSOLE
949746101WMT2WELLS FARGO & CO COM$2,8380.18%35,649CommonSOLE
G61188101LBTYALIBERTY GLOBAL LTD-A$2,6710.17%220,943CommonSOLE
65339f101NEXTERA ENERGY INC COM$2,6670.17%28,720CommonSOLE
28414h103ELANCO ANIMAL HEALTH, INC$2,6630.17%111,284CommonSOLE
781154109RBRKRUBRIK INC A$2,6250.16%53,612CommonSOLE
580135101MCDMCDONALD'S CORP COM$2,6240.16%8,445CommonSOLE
22160k105COSTCO WHOLESALE CORP COM$2,5650.16%2,575CommonSOLE
235851102DHRDANAHER CORP COM$2,5000.16%13,189CommonSOLE
02043q107ALNYLAM PHARMACEUTICALS INC$2,4480.15%7,400CommonSOLE
75281A109RRCRANGE RESOURCES CORP$2,4170.15%53,500CommonSOLE
21037t109CONSTELLATION ENERGY CORPORATI$2,4070.15%8,620CommonSOLE
44891N208IACIAC INC$2,3780.15%59,425CommonSOLE
46120E602ISRGINTUITIVE SURGICAL, INC.$2,3600.15%5,121CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US$2,3470.15%31,256CommonSOLE
88160r101TESLA MOTORS INC$2,2710.14%6,111CommonSOLE
31488v107FERGUSON ENTERPRISES INC$2,2490.14%9,643CommonSOLE
452327109ILMNILLUMINA, INC.$2,2180.14%18,000CommonSOLE
00846u101AGILENT TECHNOLOGIES INC COM$2,0140.12%17,674CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$1,9310.12%6,386CommonSOLE
92532f100VERTEX PHARMACEUTICALS INC COM$1,8320.11%4,103CommonSOLE
70975l107PENUMBRA, INC.$1,8060.11%5,500CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS$1,7750.11%28,935CommonSOLE
533900106LECOLINCOLN ELECTRIC HOLDINGS, INC$1,7430.11%7,000CommonSOLE
89422g107TRAVERE THERAPEUTICS, INC.$1,6630.10%56,000CommonSOLE
231561101CWCURTISS-WRIGHT CORP$1,6150.10%2,372CommonSOLE
26875P101EOGEOG RESOURCES INC$1,5660.10%10,835CommonSOLE
548661107LOWLOWE'S COMPANIES, INC$1,5360.10%6,503CommonSOLE
464285204IAUISHARES GOLD TRUST$1,5140.09%17,174CommonSOLE
464286582SCJISHARES MSCI JAPAN SMALL CAP E$1,4560.09%15,000CommonSOLE
717081103PFEPFIZER INC$1,4100.09%50,218CommonSOLE
457669307INSMINSMED INCORPORATED$1,3570.08%8,300CommonSOLE
45784p101INSULET CORPORATION$1,3390.08%6,385CommonSOLE
438516106HONHONEYWELL INTERNATIONAL INC CO$1,2750.08%5,642CommonSOLE
444859102HUMHUMANA INC.$1,2740.08%7,351CommonSOLE
00287y109ABBVIE INC$1,2730.08%5,857CommonSOLE
494368103KMBKIMBERLY-CLARK CORP COM$1,1490.07%11,914CommonSOLE
835699307SONYSONY GROUP CORPORATION ADR$1,1380.07%55,000CommonSOLE
40412c101HCA HEALTHCARE INC COM$1,0870.07%2,298CommonSOLE
001084102AGCOAGCO CORP COM$1,0800.07%9,325CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE IND$1,0790.07%5,050CommonSOLE
573874104MRVLMARVELL TECHNOLOGY, INC.$1,0470.06%10,573CommonSOLE
29364g103ENTERGY CORP (NEW) COM$1,0070.06%8,966CommonSOLE
771049103RBLXROBLOX CORP.$9580.06%16,940CommonSOLE
00724f101ADOBE INC$9440.06%3,887CommonSOLE
931142103WMTWALMART INC COM$9330.06%7,512CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$9240.06%2,882CommonSOLE
64125c109NEUROCRINE BIOSCIENCES, INC.$9220.06%7,000CommonSOLE
464287408IVEISHARES S&P 500 VALUE INDEX ET$9180.06%4,350CommonSOLE
74276r102PRIVIA HEALTH GROUP, INC.$8630.05%42,000CommonSOLE
91307c102UNITED THERAPEUTICS CORP$8480.05%1,431CommonSOLE
h01301128ALCON INC.$8430.05%11,196CommonSOLE
00206R102TAT&T INC$8410.05%29,034CommonSOLE
047726302BATRKATLANTA BRAVES HOLDINGS IN-C$8350.05%19,565CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP INDEX E$8110.05%8,344CommonSOLE
M7s64h106MONDAY.COM$8020.05%11,615CommonSOLE
g8994e103TRANE TECHNOLOGIES PLC$7830.05%1,880CommonSOLE
191216100KOCOCA-COLA CO COM$7780.05%10,236CommonSOLE
155123102CETCENTRAL SECURITIES CORP$7680.05%15,469CommonSOLE
592688105MTDMETTLER-TOLEDO INTERNATIONAL I$7560.05%600CommonSOLE
854231107SXISTANDEX INTL CORP$6840.04%2,685CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH IN$6570.04%1,542CommonSOLE
488401100KMPRKEMPER CORP$6070.04%19,870CommonSOLE
G9001E128LILAKLIBERTY LATIN AMERICA-CL C$6070.04%68,906CommonSOLE
925458101VWDRYVESTAS WIND SYSTEM A/S UnSPONS$5950.04%60,950CommonSOLE
693475105PNCPNC FINANCIAL SERVICES GROUP I$5820.04%2,800CommonSOLE
354613101BENFRANKLIN RESOURCES INC$5490.03%23,245CommonSOLE
093712107BEBLOOM ENERGY CORPORATION CLASS$5410.03%4,000CommonSOLE
90400d108ULTRAGENYX PHARMACEUTICAL, INC$5290.03%25,255CommonSOLE
79466l302SALESFORCE INC$5290.03%2,839CommonSOLE
98978V103ZTSZOETIS INC COM USD0.01 CL A$5210.03%4,410CommonSOLE
458140100INTCINTEL CORP$5170.03%11,734CommonSOLE
46266c105IQVIA HOLDINGS INC$5110.03%3,000CommonSOLE
370334104GISGENERAL MILLS INC COM$5070.03%13,646CommonSOLE
244199105DEDEERE & CO COM$4840.03%860CommonSOLE
099502106BAHBOOZ ALLEN HAMILTON HLDG CORP$4570.03%5,860CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH IN$4170.03%1,329CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED ETF$3940.02%6,150CommonSOLE
882508104TXNTEXAS INSTRUMENTS INC COM$3880.02%2,000CommonSOLE
11135f101BROADCOM INC COM$3850.02%1,245CommonSOLE
36164v602GCI LIBERTY, INC. CLASS A$3770.02%10,254CommonSOLE
98983L108ZWSZURN ELKAY WATER SOLUTIONS COR$3580.02%8,000CommonSOLE
27627n105EASTERN BANKSHARES, INC$3580.02%18,305CommonSOLE
097023105BABOEING CO COM$3560.02%1,790CommonSOLE
219350105GLWCORNING INC COM$3460.02%2,550CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$3460.02%2,000CommonSOLE
184496107CLHCLEAN HARBORS INC$3440.02%1,200CommonSOLE
36266g107GE HEALTHCARE TECHNOLOGIES INC$3430.02%4,820CommonSOLE
760759100RSGREPUBLIC SERVICES, INC.$3390.02%1,550CommonSOLE
666807102NOCNORTHRUP GRUMMAN CORP.$3350.02%492CommonSOLE
G16258108BEPBROOKFIELD RENEWABLE PARTNERS$3260.02%10,000CommonSOLE
368736104GNRCGENERAC HOLDINGS INC.$3120.02%1,602CommonSOLE
758750103RRXREGAL REXNORD CORP$2990.02%1,600CommonSOLE
h8817h100TRANSOCEAN LTD$2980.02%45,000CommonSOLE
291011104EMREMERSON ELECTRIC CO COM$2980.02%2,280CommonSOLE
465741106ITRIITRON INC COM$2950.02%3,300CommonSOLE
68389x105ORACLE CORP COM$2940.02%2,000CommonSOLE
031162100AMGNAMGEN INC COM$2930.02%834CommonSOLE
553368101MPMP MATERIALS CORP CLASS A$2890.02%6,000CommonSOLE
00508y102ACUITY INC.$2800.02%1,000CommonSOLE
45168d104IDEXX LABS INC COM$2800.02%500CommonSOLE
172908105CTASCINTAS CORP COM$2700.02%1,600CommonSOLE
03831w108APPLOVIN CORPORATION (QSBS STO$2680.02%675CommonSOLE
670108109NVZMYNOVONESIS(NOVOZYMES A/S) ADR C$2650.02%4,500CommonSOLE
124765108CAECAE INC.$2600.02%10,000CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$2520.02%423CommonSOLE
94106l109WASTE MANAGEMENT, INC$2520.02%1,100CommonSOLE
81211k100SEALED AIR CORPORATION$2520.02%6,000CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC$2430.02%1,128CommonSOLE
00130H105AESAES CORPORATION$2390.01%17,000CommonSOLE
74251v102PRINCIPAL FINANCIAL GROUP INC$2250.01%2,500CommonSOLE
686688102ORAORMAT TECHNOLOGIES INC COM$2230.01%2,000CommonSOLE
126408103CSXCSX CORP COM$2210.01%5,400CommonSOLE
125523100CICIGNA GROUP$2190.01%824CommonSOLE
92338c103VERALTO CORP.$2150.01%2,433CommonSOLE
174610105CFGCITIZENS FINANCIAL GROUP INC C$2090.01%3,500CommonSOLE
g3265r107APTIV PLC$2080.01%3,000CommonSOLE
194162103CLCOLGATE-PALMOLIVE CO COM$2040.01%2,400CommonSOLE
25809k105DOORDASH INC (QSBS STOCK)$2010.01%1,341CommonSOLE
51504D105LDGYYLANDIS GYR GROUP AG UnSponsore$1880.01%12,000CommonSOLE
293594107ENVXENOVIX CORPORATION$1810.01%35,000CommonSOLE
184499101CLNECLEAN ENERGY FUELS CORP.$1480.01%60,000CommonSOLE
29270J100ERIIENERGY RECOVERY, INC.$1300.01%13,000CommonSOLE

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.