S&CO INC
•CIK: 1082461•Filing: Q4 2025
**S&CO INC** manages $1.6B across a diversified portfolio of 218 positions. The fund exhibits significant concentration in technology and industrials, highlighted by top holdings including MSFT ($83.3M) and BRK/B ($82.5M). Further notable allocations include XOM ($63.4M), AAPL ($63.3M), and CAT ($60.4M). This structure suggests a core investment thesis focused on established market leaders across varied sectors.
Total AUM
$1.6B
QoQ Performance
-1.4%
Positions
217
Top 10 Concentration
37.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
BRK.B
MSFT5.2%
BRK.B5.1%
XOM3.9%
AAPL3.9%
CAT3.8%
ECL3.7%
CHD3.4%
ADP3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other44.6%
Technology15.8%
Healthcare11.4%
Industrial6.3%
Materials5.8%
Consumer4.3%
Energy4.3%
Financial3.5%
🚪 Exited Positionssold since Q3 2025
—
SUNRISE COMMUNICAT-CL A
SOLD
$2.8M
+21 more exited positions
Changes from Q3 2025
NEW4 new positions
↑32 increased
↓68 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022