SC
| |
S&CO INC13F | |
| S&CO INC | |
| Last update 2025-05-08 | 217 Stocks (11 new) |
| Value $1.49 Bil | Turnover 3 % |
S&CO INC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 165,621 | 88,210.0 | -0.04% | 5.920 | 0% | 0.010 | -10.05% | +5.08% | 1,025,733.1 | Insurance | |
CHD | Church & Dwight Co Inc | 651,691 | 71,740.0 | +0.03% | 4.810 | 0% | 0.260 | -7.77% | -6.75% | 23,906.1 | Consumer Packaged Goods | |
XOM | Exxon Mobil Corp | 550,211 | 65,440.0 | -0.23% | 4.390 | -0.01% | 0.010 | +11.20% | +7.83% | 490,954.1 | Oil & Gas | |
ADP | Automatic Data Processing Inc | 205,565 | 62,810.0 | -0.13% | 4.220 | -0.01% | 0.050 | +1.10% | +4.70% | 123,140.7 | Software | |
MSFT | Microsoft Corp | 162,012 | 60,820.0 | +2.05% | 4.080 | +0.08% | 0.000 | +29.95% | +19.80% | 3,738,718.2 | Software | |
ECL | Ecolab Inc | 231,083 | 58,580.0 | -0.17% | 3.930 | -0.01% | 0.080 | +12.68% | +15.05% | 76,046.6 | Chemicals | |
AAPL | Apple Inc | 244,503 | 54,310.0 | -10.47% | 3.640 | -0.49% | 0.000 | +3.15% | -16.49% | 3,115,912.0 | Hardware | |
MRK | Merck & Co Inc | 426,583 | 38,290.0 | +5.76% | 2.570 | +0.14% | 0.020 | +6.74% | -14.32% | 210,098.0 | Drug Manufacturers | |
CAT | Caterpillar Inc | 114,895 | 37,890.0 | -0.54% | 2.540 | -0.02% | 0.020 | +36.76% | +12.81% | 190,839.7 | Farm & Heavy Construction Machinery | |
ABT | Abbott Laboratories | 256,264 | 33,990.0 | -2.43% | 2.280 | -0.05% | 0.010 | +3.66% | +17.88% | 229,710.7 | Medical Devices & Instruments |
S&CO INC's Historical Top Holdings Breakdowns
S&CO INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.49% | 209.68 ($231.67) 247.1 | $208.62 | -9.95% | Reduce -10.47% | 244,503 | -28,580 | |
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.31% | 725.72 ($832.09) 929.72 | $799.34 | -3.94% | Add 90.83% | 11,660 | 5,550 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Add Add | +0.27% | 461.52 ($511.2) 548.18 | $300.58 | -41.20% | Add 27.54% | 36,171 | 7,811 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.23% | 156.06 ($183.12) 207.71 | $182.81 | -0.17% | Reduce -12.89% | 120,802 | -17,873 | |
XBI | SPDR Biotech ETF | 2025-03-31 | Reduce Reduce | -0.21% | 81.1 ($89.38) 94.7 | $88.27 | -1.24% | Reduce -24.97% | 104,573 | -34,802 | |
DBRG | DigitalBridge Group Inc | 2025-03-31 | Add Add | +0.14% | 8.82 ($10.51) 12.24 | $10.78 | 2.57% | Add 988.26% | 250,300 | 227,300 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.14% | 83.01 ($93.37) 101.02 | $83.67 | -10.39% | Add 5.76% | 426,583 | 23,216 | |
OXY | Occidental Petroleum Corp | 2025-03-31 | Add Add | +0.14% | 45.45 ($48.82) 52.7 | $45.07 | -7.68% | Add 51.34% | 119,265 | 40,460 | |
VRTX | Vertex Pharmaceuticals Inc | 2025-03-31 | New Buy New Buy | +0.13% | 402.49 ($466) 513.76 | $472.35 | 1.36% | New holding | 4,103 | 4,103 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.12% | 190.26 ($217) 242.06 | $225.69 | 4.00% | Add 6.03% | 162,743 | 9,256 |
S&CO INC Total Holding History ($B)
S&CO INC's Asset Allocation
S&CO INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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S&CO INC's Hypothetical Growth since 2025-03-31
S&CO INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
S&CO INC's Holdings Heat Map
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S&CO INC's Holdings Bubble Chart
S&CO INC News
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