S & Co
Latest statistics and disclosures from S & Co's latest quarterly 13F-HR filing:
- Top 5 stock holdings are XOM, PLL, Liberty Media, CHD, BRK.B. These five stock positions account for 26.59% of S & Co's total stock portfolio.
- Added to shares of Liberty Media (+$33.17M), Abbvie (+$12.12M), Starz - Liberty Capital stock (+$6.60M), AFL, TUP, Palo Alto Networks, MOLX, Facebook Inc cl a, YHOO, ROL.
- Started new stock positions in RHHBY, Palo Alto Networks, DXJ, ASCMA, CY, Alkermes, BAC, TUP, RVBD, Liberty Media, Abbvie, Prothena, ELN, Starz - Liberty Capital stock.
- Reduced shares in these stocks: Liberty Media Corp lcpad (-$34.59M), NFLX, Linkedin, MSFT, Imperva, IBM, Enbridge, AAPL, XOM, VVC.
- Sold out of its positions in GCAP, HNRG, Imperva, Liberty Media Corp lcpad, MHP.
- As of March 31, 2013, S & Co has $595.95M in assets under management (AUM). Assets under management grew from a total value of $532.94M to $595.95M.
- Independent of market fluctuations, S & Co was a net buyer by $25.68M worth of stocks in the most recent quarter.
S & Co portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| XOM | Exxon Mobil Corporation | 6.70 | 443313 | 90.11 | 91.44 | |
| PLL | Pall Corporation | 6.43 | 560498 | 68.37 | 70.74 | |
| Liberty Media | 5.57 | NEW | 297154 | 111.63 | 0.00 | |
| CHD | Church & Dwight | 4.08 | 376486 | 64.63 | 62.00 | |
| BRK.B | Berkshire Hathaway | 3.81 | 217813 | 104.20 | 0.00 | |
| ECL | Ecolab | 3.22 | 239693 | 80.18 | 86.23 | |
| MRK | Merck & Co | 3.17 | 427404 | 44.20 | 46.70 | |
| JNJ | Johnson & Johnson | 3.10 | 226254 | 81.53 | 86.61 | |
| ADP | Automatic Data Processing | 2.88 | 264239 | 65.03 | 69.75 | |
| CAT | Caterpillar | 2.42 | 165782 | 86.97 | 85.97 | |
| APD | Air Products & Chemicals | 2.41 | 164945 | 87.12 | 93.48 | |
| SLB | Schlumberger | 2.34 | 186158 | 74.89 | 73.80 | |
| Enbridge | 2.09 | 267898 | 46.54 | 0.00 | ||
| LINTA | Liberty Media | 2.08 | 579939 | 21.37 | 22.76 | |
| Directv | 2.06 | 216996 | 56.59 | 0.00 | ||
| Abbvie | 2.03 | NEW | 297216 | 40.78 | 0.00 | |
| LBTYK | Liberty Global | 2.02 | 175667 | 68.63 | 69.32 | |
| MDT | Medtronic | 2.01 | 255155 | 46.96 | 51.26 | |
| INTC | Intel Corporation | 1.87 | 510460 | 21.83 | 23.68 | |
| CVX | Chevron Corporation | 1.80 | 90307 | 118.82 | 124.56 | |
| RDS.A | Royal Dutch Shell | 1.79 | 163580 | 65.15 | 0.00 | |
| ABT | Abbott Laboratories | 1.76 | 297216 | 35.32 | 37.36 | |
| PEP | Pepsi | 1.75 | 131725 | 79.10 | 82.54 | |
| GE | General Electric Company | 1.59 | 409911 | 23.12 | 23.55 | |
| MMM | 3M Company | 1.44 | 80938 | 106.30 | 109.88 | |
| AAPL | Apple | 1.35 | -2.00% | 18194 | 442.62 | 444.44 |
| LBTYA | Liberty Global | 1.20 | 97763 | 73.37 | 74.67 | |
| Starz - Liberty Capital stock | 1.11 | NEW | 298154 | 22.15 | 0.00 | |
| WFC | Wells Fargo & Company | 1.07 | 171699 | 36.99 | 39.99 | |
| IBM | International Business Machines | 1.06 | -4.00% | 29572 | 213.28 | 205.69 |
| TMO | Thermo Fisher Scientific | 1.03 | 79926 | 76.48 | 86.12 | |
| CSCO | Cisco Systems | 1.01 | 289036 | 20.89 | 23.48 | |
| SIAL | Sigma-Aldrich Corporation | 1.01 | 77189 | 77.64 | 84.28 | |
| MOLX | Molex Incorporated | 0.84 | +27.00% | 170070 | 29.28 | 29.35 |
| UNP | Union Pacific Corporation | 0.75 | 31349 | 142.40 | 156.06 | |
| MSFT | Microsoft Corporation | 0.73 | -8.00% | 152543 | 28.60 | 34.16 |
| 0.71 | -11.00% | 24008 | 176.02 | 0.00 | ||
| KMB | Kimberly-Clark Corporation | 0.70 | 42632 | 97.98 | 102.67 | |
| GOOG | 0.62 | -2.00% | 4679 | 794.19 | 873.95 | |
| F | Ford Motor Company | 0.60 | 269800 | 13.15 | 14.67 | |
| PG | Procter & Gamble Company | 0.54 | 41836 | 77.04 | 81.75 | |
| Libertyinteractivecorp lbtventcoma | 0.49 | 39022 | 75.57 | 0.00 | ||
| SRCL | Stericycle | 0.47 | 26610 | 106.16 | 110.93 | |
| DISCA | Discovery Communications | 0.44 | 33338 | 78.74 | 78.84 | |
| HPQ | Hewlett-Packard Company | 0.43 | 108288 | 23.83 | 24.45 | |
| PBR | Petroleo Brasileiro SA | 0.42 | 150000 | 16.57 | 18.09 | |
| KOF | Coca-Cola FEMSA, S.A.B. de C.V. | 0.41 | 15000 | 163.73 | 150.85 | |
| EV | Eaton Vance | 0.40 | 57600 | 41.82 | 41.99 | |
| DISCK | Discovery Communications | 0.39 | 33338 | 69.53 | 69.72 | |
| GIS | General Mills | 0.38 | 45848 | 49.29 | 48.50 | |
| Facebook Inc cl a | 0.38 | +87.00% | 89289 | 25.58 | 0.00 | |
| TEVA | Teva Pharmaceutical Industries | 0.34 | +2.00% | 50400 | 39.66 | 39.05 |
| AA | Alcoa | 0.33 | -2.00% | 228428 | 8.52 | 8.52 |
| Accenture | 0.33 | 25852 | 75.93 | 0.00 | ||
| TSM | Taiwan Semiconductor Mfg | 0.32 | 110578 | 17.18 | 18.79 | |
| AMGN | Amgen | 0.32 | 18600 | 102.47 | 105.29 | |
| WEC | Wisconsin Energy Corporation | 0.32 | 44400 | 42.88 | 42.07 | |
| JPM | JPMorgan Chase & Co. | 0.30 | 37934 | 47.45 | 52.97 | |
| Ace Limited Cmn | 0.29 | -4.00% | 19575 | 88.94 | 0.00 | |
| AFL | AFLAC Incorporated | 0.29 | +461.00% | 33575 | 52.00 | 54.55 |
| OGZPY | Gazprom OAO | 0.27 | 189880 | 8.56 | 7.63 | |
| NSRGY | Nestle SA Reg Shs. Ser. B Spons | 0.24 | 20000 | 72.45 | 68.40 | |
| TUP | Tupperware Brands Corporation | 0.23 | NEW | 17000 | 81.71 | 82.17 |
| Gold | 0.23 | 40500 | 33.63 | 0.00 | ||
| BSX | Boston Scientific Corporation | 0.22 | +5.00% | 169450 | 7.81 | 9.10 |
| YHOO | Yahoo! | 0.22 | +270.00% | 55625 | 23.51 | 26.31 |
| HD | Home Depot | 0.21 | 18000 | 69.78 | 78.63 | |
| Palo Alto Networks | 0.21 | NEW | 22560 | 56.56 | 0.00 | |
| DD | E.I. du Pont de Nemours & Company | 0.20 | 24297 | 49.14 | 54.78 | |
| ROL | Rollins | 0.19 | +384.00% | 46000 | 24.54 | 24.43 |
| Citi | 0.19 | 25617 | 44.23 | 0.00 | ||
| CERN | Cerner Corporation | 0.18 | 11140 | 94.70 | 94.47 | |
| BA | Boeing Company | 0.17 | 11490 | 85.81 | 99.99 | |
| Rogers Communications -cl B | 0.17 | 20000 | 51.05 | 0.00 | ||
| ITUB | Banco Itau Holding Financeira S.A. | 0.17 | 58425 | 17.78 | 15.84 | |
| VALE.P | Vale | 0.17 | 61600 | 16.53 | 0.00 | |
| PFE | Pfizer | 0.16 | 32200 | 28.85 | 28.98 | |
| SYK | Stryker Corporation | 0.16 | 14616 | 65.20 | 66.99 | |
| Teck Resources Ltd cl b | 0.16 | 34850 | 28.15 | 0.00 | ||
| NWS | News Corporation | 0.15 | 29750 | 30.76 | 33.18 | |
| ETR | Entergy Corporation | 0.15 | -6.00% | 13709 | 63.17 | 68.84 |
| MCD | McDonald's Corporation | 0.14 | 8230 | 99.64 | 100.14 | |
| TTM | Tata Motors | 0.14 | 35000 | 24.40 | 25.55 | |
| DXJ | WisdomTree Japan Total Dividend Fd | 0.14 | NEW | 20000 | 43.15 | 48.28 |
| WAT | Waters Corporation | 0.13 | 8505 | 93.83 | 97.67 | |
| STO | Statoil ASA | 0.13 | 32350 | 24.61 | 22.60 | |
| * Barrick Gold | 0.12 | 25000 | 29.40 | 0.00 | ||
| HES | Hess | 0.12 | 10325 | 71.57 | 66.62 | |
| PRGO | Perrigo Company | 0.12 | 5841 | 118.64 | 117.99 | |
| Fanuc Ltd-unpons | 0.11 | 25000 | 25.48 | 0.00 | ||
| NEM | Newmont Mining Corporation | 0.10 | +40.00% | 13779 | 41.88 | 32.22 |
| HIT | Hitachi | 0.10 | 10000 | 58.00 | 0.00 | |
| NFLX | Netflix | 0.10 | -50.00% | 3000 | 189.00 | 224.97 |
| TM | Toyota Motor Corporation | 0.10 | 5550 | 102.52 | 120.55 | |
| VVC | Vectren Corporation | 0.10 | -20.00% | 16487 | 35.36 | 35.05 |
| EMC | EMC Corporation | 0.09 | -21.00% | 22200 | 23.87 | 23.47 |
| CY | Cypress Semiconductor Corporation | 0.09 | NEW | 50350 | 11.02 | 10.92 |
| European Aeronaut Un | 0.09 | 10000 | 50.90 | 0.00 | ||
| Dunkin' Brands | 0.09 | +50.00% | 15000 | 36.87 | 0.00 | |
| NUAN | Nuance Communications | 0.08 | +27.00% | 23000 | 20.17 | 19.21 |
| QCOM | QUALCOMM | 0.08 | 7260 | 66.80 | 63.79 | |
| CELG | Celgene Corporation | 0.08 | 4230 | 115.84 | 122.45 | |
| HXM | Homex Development | 0.08 | 50000 | 8.94 | 3.98 | |
| VALE | Vale | 0.07 | 22540 | 17.26 | 15.45 | |
| IBN | ICICI Bank | 0.07 | 10000 | 42.90 | 46.25 | |
| AXP | American Express Company | 0.07 | 6450 | 67.44 | 74.26 | |
| CVS | CVS Caremark Corporation | 0.07 | 7750 | 54.97 | 58.49 | |
| OXY | Occidental Petroleum Corporation | 0.07 | 5520 | 78.26 | 90.43 | |
| GILD | Gilead Sciences | 0.07 | +100.00% | 8760 | 48.86 | 55.71 |
| ANR | Alpha Natural Resources | 0.07 | +44.00% | 49090 | 8.21 | 7.09 |
| RVBD | Riverbed Technology | 0.07 | NEW | 26625 | 14.91 | 14.94 |
| VZ | Verizon Communications | 0.06 | 7256 | 49.06 | 51.38 | |
| BHP | BHP Billiton | 0.06 | +5.00% | 5275 | 68.25 | 66.70 |
| Agni | 0.06 | 9000 | 41.00 | 0.00 | ||
| BAC | Bank of America Corporation | 0.05 | NEW | 26000 | 12.15 | 13.18 |
| SYY | SYSCO Corporation | 0.05 | 7780 | 35.09 | 34.73 | |
| CL | Colgate-Palmolive Company | 0.05 | 2400 | 117.92 | 60.58 | |
| COP | ConocoPhillips | 0.05 | 5300 | 60.00 | 62.46 | |
| ITW | Illinois Tool Works | 0.05 | 4600 | 60.87 | 69.81 | |
| PETM | PetSmart | 0.04 | 4000 | 62.00 | 69.78 | |
| ADI | Analog Devices | 0.04 | 5000 | 46.40 | 45.35 | |
| YUM | Yum! Brands | 0.04 | 3000 | 71.67 | 68.70 | |
| HAL | Halliburton Company | 0.04 | 6500 | 40.31 | 42.78 | |
| CHK | Chesapeake Energy Corporation | 0.04 | 12780 | 20.34 | 21.25 | |
| BIDU | Baidu | 0.04 | 3000 | 87.67 | 94.34 | |
| KO | Coca-Cola Company | 0.03 | 3760 | 40.43 | 41.79 | |
| BTU | Peabody Energy Corporation | 0.03 | 9000 | 21.11 | 20.52 | |
| DIS | Walt Disney Company | 0.03 | 2970 | 56.57 | 64.50 | |
| PAYX | Paychex | 0.03 | 5800 | 35.00 | 37.83 | |
| TLAB | Tellabs | 0.03 | +14.00% | 80000 | 2.09 | 2.03 |
| ASCMA | Ascent Media Corporation | 0.03 | NEW | 2400 | 74.17 | 70.60 |
| Weatherford International Lt reg | 0.03 | 13290 | 12.11 | 0.00 | ||
| Phillips 66 | 0.03 | 2422 | 69.78 | 0.00 | ||
| PNC | PNC Financial Services | 0.02 | +23.00% | 1735 | 66.28 | 70.36 |
| WMT | Wal-Mart Stores | 0.02 | 1550 | 74.19 | 77.09 | |
| T | AT&T; | 0.02 | 3795 | 36.63 | 36.62 | |
| ADBE | Adobe Systems Incorporated | 0.02 | 3170 | 43.22 | 42.44 | |
| PCL | Plum Creek Timber | 0.02 | 1900 | 52.11 | 51.91 | |
| ELN | Elan Corporation | 0.02 | NEW | 8000 | 11.75 | 12.39 |
| SXI | Standex Int'l | 0.02 | 2050 | 55.12 | 51.02 | |
| SJT | San Juan Basin Royalty Trust | 0.02 | 6000 | 15.00 | 15.98 | |
| RHHBY | Roche Holding | 0.02 | NEW | 2000 | 58.00 | 65.82 |
| Sino-forest | 0.02 | 25000 | 4.88 | 0.00 | ||
| Alkermes | 0.02 | NEW | 5000 | 23.60 | 0.00 | |
| Prothena | 0.02 | NEW | 15000 | 6.67 | 0.00 | |
| CB | Chubb Corporation | 0.01 | 400 | 87.50 | 87.28 | |
| TWX | Time Warner | 0.01 | 681 | 57.27 | 59.81 | |
| MON | Monsanto Company | 0.01 | 650 | 104.62 | 104.41 | |
| EMR | Emerson Electric | 0.01 | 810 | 55.56 | 56.61 | |
| Cenovus Energy | 0.01 | 1450 | 30.34 | 0.00 | ||
| PX | Praxair | 0.01 | 600 | 110.00 | 115.50 | |
| WAG | Walgreen Company | 0.01 | 765 | 47.06 | 50.25 | |
| LLTC | Linear Technology Corporation | 0.01 | 1200 | 38.33 | 36.85 | |
| HGT | Hugoton Royalty Trust | 0.01 | 6850 | 9.20 | 9.69 | |
| TWC | Time Warner Cable | 0.00 | 141 | 92.20 | 95.46 | |
| NOV | National-Oilwell Var | 0.00 | 45 | 66.67 | 69.26 | |
| AOL | AOL | 0.00 | 61 | 32.79 | 36.00 | |
| DE | Deere & Company | 0.00 | 160 | 81.25 | 86.07 | |
| VOD | Vodafone | 0.00 | 875 | 27.43 | 29.45 | |
| Agilent Technologies Inc C ommon | 0.00 | 80 | 37.50 | 0.00 | ||
| LOW | Lowe's Companies | 0.00 | 720 | 37.50 | 42.28 | |
| GCI | Gannett | 0.00 | 560 | 21.43 | 20.98 | |
| LYV | Live Nation Entertainment | 0.00 | -13.00% | 1622 | 12.33 | 13.76 |
| PSNRY | P.T. Pasifik Satelit Nusa | 0.00 | 312900 | 0.00 | 0.00 | |
| JDSU | JDS Uniphase Corporation | 0.00 | 936 | 12.82 | 12.96 | |
| GNCMA | General Communication | 0.00 | 2190 | 9.13 | 9.04 |
Past 13F-HR SEC Filings for S & Co
- S & Co 2012 Q4 - filed Feb. 12, 2013
- S & Co 2012 Q3 - filed Nov. 8, 2012
- S & Co 2012 Q2 - filed Aug. 13, 2012
- S & Co 2012 Q1 - filed May 2, 2012
- S & Co 2011 Q4 - filed Feb. 13, 2012
- S & Co 2011 Q3 - filed Nov. 9, 2011
- S & Co 2011 Q2 - filed July 25, 2011
- S & Co 2011 Q1 - filed May 12, 2011
