S&co as of Sept. 30, 2020
Portfolio Holdings for S&co
S&co holds 175 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Church & Dwight (CHD) | 6.7 | $67M | 716k | 93.71 | |
Ecolab (ECL) | 4.7 | $48M | 238k | 199.84 | |
Apple (AAPL) | 4.7 | $47M | 408k | 115.81 | |
Berkshire Hathaway (BRK.B) | 4.1 | $41M | 193k | 212.94 | |
Merck & Co (MRK) | 3.2 | $32M | 385k | 82.95 | |
Automatic Data Processing (ADP) | 3.1 | $32M | 226k | 139.49 | |
Johnson & Johnson (JNJ) | 3.0 | $30M | 205k | 148.88 | |
Abbott Laboratories (ABT) | 3.0 | $30M | 279k | 108.83 | |
Microsoft Corporation (MSFT) | 2.9 | $29M | 137k | 210.33 | |
Air Products & Chemicals (APD) | 2.8 | $28M | 94k | 297.86 | |
Liberty Broadband Cl C (LBRDK) | 2.7 | $27M | 191k | 142.87 | |
Bristol Myers Squibb (BMY) | 2.5 | $25M | 417k | 60.29 | |
Mosaic (MOS) | 2.3 | $23M | 1.3M | 18.27 | |
Liberty Media Corp Delaware Com C Siriusxm | 2.2 | $22M | 664k | 33.08 | |
Thermo Fisher Scientific (TMO) | 2.1 | $21M | 48k | 441.52 | |
Medtronic (MDT) | 2.1 | $21M | 200k | 103.92 | |
Caterpillar (CAT) | 1.9 | $20M | 131k | 149.15 | |
Liberty Latin America (LILA) | 1.8 | $18M | 2.2M | 8.25 | |
Gci Liberty Incorporated | 1.8 | $18M | 217k | 81.96 | |
Pioneer Natural Resources | 1.7 | $17M | 195k | 85.99 | |
Pepsi (PEP) | 1.6 | $17M | 119k | 138.60 | |
SPDR Gold Trust (GLD) | 1.4 | $14M | 81k | 177.12 | |
H.B. Fuller Company (FUL) | 1.4 | $14M | 308k | 45.78 | |
Union Pacific Corporation (UNP) | 1.3 | $14M | 68k | 196.87 | |
Alphabet Inc Class C cs (GOOG) | 1.3 | $13M | 8.7k | 1469.64 | |
Liberty Broadband Corporation (LBRDA) | 1.3 | $13M | 89k | 141.81 | |
Charter Communications Inc New Cl A cl a (CHTR) | 1.2 | $12M | 19k | 624.34 | |
Alphabet Inc Class A cs (GOOGL) | 1.0 | $9.7M | 6.6k | 1465.65 | |
Liberty Global Inc C | 0.9 | $9.4M | 460k | 20.53 | |
3M Company (MMM) | 0.9 | $8.8M | 55k | 160.18 | |
Cisco Systems (CSCO) | 0.8 | $8.3M | 212k | 39.39 | |
Exxon Mobil Corporation (XOM) | 0.8 | $7.7M | 225k | 34.33 | |
Intel Corporation (INTC) | 0.7 | $7.1M | 137k | 51.78 | |
Boston Scientific Corporation (BSX) | 0.7 | $6.7M | 175k | 38.21 | |
Cameco Corporation (CCJ) | 0.7 | $6.5M | 646k | 10.10 | |
Liberty Media Corp Delaware Com A Siriusxm | 0.6 | $6.3M | 190k | 33.17 | |
Rollins (ROL) | 0.6 | $6.2M | 115k | 54.19 | |
Linde | 0.6 | $5.9M | 25k | 238.15 | |
Liberty Global Inc Com Ser A | 0.6 | $5.7M | 273k | 21.01 | |
Workday Inc cl a (WDAY) | 0.6 | $5.7M | 26k | 215.15 | |
Liberty Latin America Ser C (LILAK) | 0.5 | $5.4M | 659k | 8.14 | |
Home Depot (HD) | 0.5 | $5.0M | 18k | 277.73 | |
Facebook Inc cl a (META) | 0.5 | $4.9M | 19k | 261.88 | |
Cognizant Technology Solutions (CTSH) | 0.5 | $4.7M | 68k | 69.43 | |
Global Payments (GPN) | 0.4 | $4.5M | 25k | 177.59 | |
Liberty Media Corp Series C Li | 0.4 | $4.5M | 123k | 36.27 | |
Pure Storage Inc - Class A (PSTG) | 0.4 | $4.4M | 286k | 15.39 | |
Athene Holding Ltd Cl A | 0.4 | $4.4M | 129k | 34.08 | |
Parsley Energy Inc-class A | 0.4 | $4.4M | 467k | 9.36 | |
Wec Energy Group (WEC) | 0.4 | $4.3M | 45k | 96.89 | |
Amazon (AMZN) | 0.4 | $4.1M | 1.3k | 3148.43 | |
Kimberly-Clark Corporation (KMB) | 0.4 | $4.1M | 28k | 147.64 | |
Okta Inc cl a (OKTA) | 0.4 | $4.1M | 19k | 213.82 | |
Dentsply Sirona (XRAY) | 0.4 | $3.9M | 89k | 43.72 | |
Chevron Corporation (CVX) | 0.4 | $3.9M | 54k | 71.99 | |
Cerner Corporation | 0.4 | $3.8M | 53k | 72.29 | |
At&t (T) | 0.4 | $3.8M | 133k | 28.51 | |
Walt Disney Company (DIS) | 0.3 | $3.5M | 28k | 124.10 | |
Bank of America Corporation (BAC) | 0.3 | $3.4M | 142k | 24.09 | |
Vaneck Vectors Gold Miners mutual (GDX) | 0.3 | $3.4M | 87k | 39.15 | |
Citigroup (C) | 0.3 | $3.3M | 76k | 43.10 | |
AFLAC Incorporated (AFL) | 0.3 | $3.3M | 90k | 36.35 | |
FMC Corporation (FMC) | 0.3 | $3.3M | 31k | 105.92 | |
Stryker Corporation (SYK) | 0.3 | $3.2M | 16k | 208.36 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $3.1M | 24k | 128.67 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.3 | $2.9M | 329k | 8.72 | |
Cloudera | 0.3 | $2.9M | 262k | 10.89 | |
Paypal Holdings (PYPL) | 0.3 | $2.7M | 14k | 197.06 | |
General Mills (GIS) | 0.3 | $2.7M | 44k | 61.68 | |
Liberty Media Corp Del Com Ser | 0.3 | $2.6M | 79k | 33.51 | |
Vanguard Emerging Markets ETF (VWO) | 0.2 | $2.5M | 58k | 43.25 | |
General Electric Company | 0.2 | $2.5M | 397k | 6.23 | |
Stericycle (SRCL) | 0.2 | $2.4M | 39k | 63.06 | |
Chubb (CB) | 0.2 | $2.4M | 21k | 116.13 | |
Zoetis Inc Cl A (ZTS) | 0.2 | $2.4M | 15k | 165.39 | |
Alkermes (ALKS) | 0.2 | $2.4M | 142k | 16.57 | |
Procter & Gamble Company (PG) | 0.2 | $2.4M | 17k | 138.97 | |
Te Connectivity Ltd for (TEL) | 0.2 | $2.3M | 24k | 97.75 | |
JPMorgan Chase & Co. (JPM) | 0.2 | $2.3M | 24k | 96.26 | |
iShares S&P 500 Growth Index (IVW) | 0.2 | $2.2M | 9.4k | 231.03 | |
Vanguard European ETF (VGK) | 0.2 | $2.1M | 40k | 52.42 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $2.1M | 41k | 50.45 | |
Wells Fargo & Company (WFC) | 0.2 | $2.0M | 86k | 23.51 | |
Adobe Systems Incorporated (ADBE) | 0.2 | $2.0M | 4.1k | 490.53 | |
Roche Holding (RHHBY) | 0.2 | $2.0M | 47k | 42.88 | |
AGCO Corporation (AGCO) | 0.2 | $1.9M | 25k | 74.28 | |
TJX Companies (TJX) | 0.2 | $1.8M | 33k | 55.64 | |
Waters Corporation (WAT) | 0.2 | $1.8M | 9.2k | 195.68 | |
International Business Machines (IBM) | 0.2 | $1.8M | 15k | 121.68 | |
Palo Alto Networks (PANW) | 0.2 | $1.8M | 7.2k | 244.80 | |
Analog Devices (ADI) | 0.2 | $1.8M | 15k | 116.73 | |
Franklin Resources (BEN) | 0.2 | $1.7M | 84k | 20.35 | |
Bio-techne Corporation (TECH) | 0.2 | $1.6M | 6.6k | 247.73 | |
Akamai Technologies (AKAM) | 0.2 | $1.6M | 15k | 110.52 | |
Expedia (EXPE) | 0.2 | $1.6M | 18k | 91.69 | |
McDonald's Corporation (MCD) | 0.2 | $1.6M | 7.3k | 219.45 | |
Kemper Corp Del (KMPR) | 0.1 | $1.5M | 22k | 66.82 | |
iShares MSCI BRIC Index Fund (BKF) | 0.1 | $1.4M | 30k | 46.49 | |
Danaher Corporation (DHR) | 0.1 | $1.4M | 6.4k | 215.37 | |
Royalty Pharma (RPRX) | 0.1 | $1.3M | 31k | 42.05 | |
Eli Lilly & Co. (LLY) | 0.1 | $1.3M | 8.8k | 147.96 | |
Eisai | 0.1 | $1.3M | 14k | 90.79 | |
Liberty Interactive Corp (QRTEA) | 0.1 | $1.2M | 167k | 7.18 | |
Eaton Vance | 0.1 | $1.2M | 31k | 38.16 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.2M | 5.5k | 216.95 | |
Axalta Coating Sys (AXTA) | 0.1 | $1.2M | 54k | 22.16 | |
Cdk Global Inc equities | 0.1 | $1.2M | 27k | 43.58 | |
Lowe's Companies (LOW) | 0.1 | $1.1M | 6.8k | 165.80 | |
iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $1.1M | 15k | 73.40 | |
Raytheon Technologies Corp (RTX) | 0.1 | $1.1M | 19k | 57.55 | |
Pfizer (PFE) | 0.1 | $1.1M | 29k | 36.70 | |
Visa (V) | 0.1 | $1.0M | 5.1k | 199.92 | |
Vestas Wind Systems - Unsp (VWDRY) | 0.1 | $990k | 18k | 54.10 | |
Costco Wholesale Corporation (COST) | 0.1 | $982k | 2.8k | 355.15 | |
WisdomTree Japan Total Dividend (DXJ) | 0.1 | $980k | 20k | 49.00 | |
First Solar (FSLR) | 0.1 | $901k | 14k | 66.20 | |
salesforce (CRM) | 0.1 | $899k | 3.6k | 251.26 | |
Illinois Tool Works (ITW) | 0.1 | $889k | 4.6k | 193.26 | |
Entergy Corporation (ETR) | 0.1 | $849k | 8.6k | 98.54 | |
Edwards Lifesciences (EW) | 0.1 | $846k | 11k | 79.81 | |
Sony Corporation (SONY) | 0.1 | $844k | 11k | 76.73 | |
Prosus N V (PROSY) | 0.1 | $831k | 45k | 18.47 | |
Industries N shs - a - (LYB) | 0.1 | $775k | 11k | 70.45 | |
Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $764k | 9.2k | 83.00 | |
Redfin Corp (RDFN) | 0.1 | $730k | 15k | 49.96 | |
Nutrien (NTR) | 0.1 | $706k | 18k | 39.22 | |
United Parcel Service (UPS) | 0.1 | $703k | 4.2k | 166.59 | |
Central Securities (CET) | 0.1 | $692k | 24k | 28.98 | |
Eaton (ETN) | 0.1 | $663k | 6.5k | 102.00 | |
Newell Rubbermaid (NWL) | 0.1 | $652k | 38k | 17.16 | |
First Republic Bank/san F (FRCB) | 0.1 | $631k | 5.8k | 108.98 | |
iShares Gold Trust | 0.1 | $618k | 34k | 17.98 | |
Cintas Corporation (CTAS) | 0.1 | $599k | 1.8k | 332.78 | |
Boeing Company (BA) | 0.1 | $598k | 3.6k | 165.19 | |
iShares Russell 1000 Value Index (IWD) | 0.1 | $597k | 5.1k | 118.22 | |
American Express Company (AXP) | 0.1 | $591k | 5.9k | 100.17 | |
Livent Corp | 0.1 | $537k | 60k | 8.97 | |
Truist Financial Corp equities (TFC) | 0.1 | $529k | 14k | 38.07 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.1 | $506k | 12k | 44.13 | |
Vanguard Total Stock Market ETF (VTI) | 0.1 | $504k | 3.0k | 170.16 | |
Trane Technologies (TT) | 0.0 | $500k | 4.1k | 121.36 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $489k | 4.4k | 112.41 | |
SVB Financial (SIVBQ) | 0.0 | $476k | 2.0k | 240.40 | |
Iqvia Holdings (IQV) | 0.0 | $473k | 3.0k | 157.67 | |
iShares Russell Midcap Index Fund (IWR) | 0.0 | $448k | 7.8k | 57.44 | |
Cambridge Ban (CATC) | 0.0 | $423k | 8.0k | 53.21 | |
CVS Caremark Corporation (CVS) | 0.0 | $418k | 7.2k | 58.44 | |
Gilead Sciences (GILD) | 0.0 | $414k | 6.6k | 63.21 | |
Coca-Cola Company (KO) | 0.0 | $414k | 8.4k | 49.36 | |
MasterCard Incorporated (MA) | 0.0 | $404k | 1.2k | 337.79 | |
Cabot Oil & Gas Corporation (CTRA) | 0.0 | $388k | 22k | 17.37 | |
Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $380k | 18k | 21.03 | |
LKQ Corporation (LKQ) | 0.0 | $360k | 13k | 27.69 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.0 | $344k | 8.2k | 41.95 | |
Starbucks Corporation (SBUX) | 0.0 | $318k | 3.7k | 85.95 | |
Baxter International (BAX) | 0.0 | $310k | 3.9k | 80.42 | |
iShares Russell 2000 Growth Index (IWO) | 0.0 | $294k | 1.3k | 221.22 | |
PNC Financial Services (PNC) | 0.0 | $286k | 2.6k | 110.00 | |
International Paper Company (IP) | 0.0 | $284k | 7.0k | 40.57 | |
Wal-Mart Stores (WMT) | 0.0 | $280k | 2.0k | 140.00 | |
Genpact (G) | 0.0 | $267k | 6.9k | 38.98 | |
Vanguard Europe Pacific ETF (VEA) | 0.0 | $252k | 6.2k | 40.98 | |
Marsh & McLennan Companies (MMC) | 0.0 | $229k | 2.0k | 114.50 | |
Nike (NKE) | 0.0 | $228k | 1.8k | 125.27 | |
Fidelity National Information Services (FIS) | 0.0 | $223k | 1.5k | 146.90 | |
Rockwell Automation (ROK) | 0.0 | $221k | 1.0k | 221.00 | |
Curtiss-Wright (CW) | 0.0 | $221k | 2.4k | 93.17 | |
Estee Lauder Companies (EL) | 0.0 | $219k | 1.0k | 217.91 | |
Duke Energy (DUK) | 0.0 | $216k | 2.4k | 88.60 | |
Amgen (AMGN) | 0.0 | $211k | 830.00 | 254.22 | |
Stanley Black & Decker (SWK) | 0.0 | $204k | 1.3k | 161.90 | |
Harsco Corporation (NVRI) | 0.0 | $169k | 12k | 13.94 | |
Mrc Global Inc cmn (MRC) | 0.0 | $114k | 27k | 4.29 | |
Siemens Gamesa Renewable Energ | 0.0 | $81k | 15k | 5.40 | |
Alambic | 0.0 | $11k | 11k | 1.01 |