S&CO INC

CIK 0001082461 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

S&CO INC reported 222 positions worth $1.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: CAT (5.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.7M
2026 Q2
Positions
222
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
38.4%
Est. Net Flow (Q)
2026 Q2
10 / 222 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CATCATERPILLAR INC.SH$100.2K5.79%94,076
2BRK-BBERKSHIRE HATHAWAY INC CL BSH$82.1K4.74%164,075
3MSFTMICROSOFT CORPSH$74.0K4.27%198,340
4XOMEXXONMOBIL HOLDINGS CORPSH$71.9K4.15%526,003
5AAPLAPPLE INCSH$63.9K3.69%220,707
6CHDCHURCH & DWIGHT CO INCSH$62.9K3.64%649,655
7ECLECOLAB INCSH$62.9K3.64%225,862
8MRKMERCK & CO INCSH$54.7K3.16%425,528
9AMZNAMAZON.COM INCSH$46.9K2.71%196,975
10ADPAUTOMATIC DATA PROCESSING INCSH$45.2K2.61%201,978

The free plan shows the top 10 positions. The remaining 212 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does S&CO INC hold as of Q2 2026?

S&CO INC reported 222 positions worth $1.7M in its Q2 2026 13F filing. Largest positions: CAT (5.8%), BRK-B (4.7%), MSFT (4.3%), XOM (4.2%) and AAPL (3.7%).

What did S&CO INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did S&CO INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.