S&co as of Dec. 31, 2024
Portfolio Holdings for S&co
S&co holds 210 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.1 | $75M | 166k | 453.28 | |
| Apple (AAPL) | 4.6 | $68M | 273k | 250.42 | |
| Church & Dwight (CHD) | 4.6 | $68M | 652k | 104.71 | |
| Microsoft Corporation (MSFT) | 4.5 | $67M | 159k | 421.50 | |
| Automatic Data Processing (ADP) | 4.1 | $60M | 206k | 292.73 | |
| Exxon Mobil Corporation (XOM) | 4.0 | $59M | 552k | 107.57 | |
| Ecolab (ECL) | 3.7 | $54M | 232k | 234.32 | |
| Caterpillar (CAT) | 2.8 | $42M | 116k | 362.75 | |
| Merck & Co (MRK) | 2.7 | $40M | 403k | 99.48 | |
| Amazon (AMZN) | 2.3 | $34M | 154k | 219.39 | |
| Abbott Laboratories (ABT) | 2.0 | $30M | 263k | 113.11 | |
| Cameco Corporation (CCJ) | 2.0 | $29M | 565k | 51.39 | |
| Mosaic (MOS) | 1.9 | $28M | 1.1M | 24.58 | |
| Air Products & Chemicals (APD) | 1.9 | $28M | 95k | 290.03 | |
| Alphabet Inc Class C cs (GOOG) | 1.8 | $26M | 139k | 190.44 | |
| Johnson & Johnson (JNJ) | 1.7 | $25M | 175k | 144.62 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $20M | 39k | 520.21 | |
| SPDR Gold Trust (GLD) | 1.3 | $20M | 81k | 242.13 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $19M | 101k | 189.30 | |
| Prosus N V (PROSY) | 1.3 | $19M | 2.4M | 7.94 | |
| H.B. Fuller Company (FUL) | 1.2 | $18M | 268k | 67.48 | |
| Sirius XM Holdings (SIRI) | 1.2 | $18M | 780k | 22.80 | |
| FMC Corporation (FMC) | 1.1 | $16M | 327k | 48.61 | |
| Pepsi (PEP) | 1.1 | $16M | 103k | 152.05 | |
| Union Pacific Corporation (UNP) | 1.1 | $16M | 68k | 228.03 | |
| Paypal Holdings (PYPL) | 1.0 | $15M | 181k | 85.35 | |
| Boston Scientific Corporation (BSX) | 1.0 | $14M | 161k | 89.31 | |
| UnitedHealth (UNH) | 1.0 | $14M | 28k | 505.85 | |
| Liberty Broadband Cl C (LBRDK) | 0.9 | $14M | 182k | 74.75 | |
| Apollo Global Mgmt (APO) | 0.9 | $13M | 78k | 165.15 | |
| SPDR S&P Biotech (XBI) | 0.9 | $13M | 139k | 90.06 | |
| Palo Alto Networks (PANW) | 0.8 | $12M | 66k | 181.95 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.8 | $12M | 175k | 68.06 | |
| Pure Storage Inc - Class A (PSTG) | 0.8 | $12M | 190k | 61.43 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $11M | 122k | 92.66 | |
| Linde (LIN) | 0.7 | $11M | 26k | 418.67 | |
| Cisco Systems (CSCO) | 0.7 | $10M | 175k | 59.20 | |
| Airbnb (ABNB) | 0.7 | $10M | 77k | 131.41 | |
| NVIDIA Corporation (NVDA) | 0.7 | $10M | 75k | 134.29 | |
| Liberty Latin America (LILA) | 0.7 | $10M | 1.6M | 6.36 | |
| Antero Res (AR) | 0.7 | $9.9M | 284k | 35.05 | |
| Medtronic (MDT) | 0.6 | $9.5M | 119k | 79.87 | |
| Royalty Pharma (RPRX) | 0.6 | $9.1M | 358k | 25.51 | |
| Middleby Corporation (MIDD) | 0.6 | $9.1M | 67k | 135.44 | |
| Iac Interactivecorp (IAC) | 0.6 | $8.8M | 204k | 43.14 | |
| AFLAC Incorporated (AFL) | 0.6 | $8.7M | 84k | 103.43 | |
| Home Depot (HD) | 0.5 | $8.1M | 21k | 388.97 | |
| Rollins (ROL) | 0.5 | $7.2M | 156k | 46.35 | |
| General Electric (GE) | 0.5 | $6.8M | 41k | 166.77 | |
| Workday Inc cl a (WDAY) | 0.5 | $6.7M | 26k | 258.03 | |
| Alkermes (ALKS) | 0.4 | $6.2M | 215k | 28.76 | |
| Liberty Broadband Corporation (LBRDA) | 0.4 | $6.0M | 81k | 74.35 | |
| Bio-techne Corporation (TECH) | 0.4 | $5.9M | 82k | 72.02 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $5.9M | 25k | 239.71 | |
| Sunrise Communications Ag Ads Cl A (SNREY) | 0.4 | $5.8M | 135k | 43.08 | |
| Stryker Corporation (SYK) | 0.4 | $5.8M | 16k | 360.00 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.4 | $5.7M | 431k | 13.14 | |
| Liberty Media Corp Del (FWONA) | 0.4 | $5.6M | 67k | 84.03 | |
| Chubb (CB) | 0.4 | $5.5M | 20k | 276.25 | |
| Akamai Technologies (AKAM) | 0.4 | $5.4M | 56k | 95.64 | |
| MasterCard Incorporated (MA) | 0.4 | $5.4M | 10k | 526.52 | |
| Humana (HUM) | 0.4 | $5.4M | 21k | 253.68 | |
| 3M Company (MMM) | 0.4 | $5.4M | 42k | 129.07 | |
| Analog Devices (ADI) | 0.4 | $5.3M | 25k | 212.43 | |
| Visa (V) | 0.3 | $5.0M | 16k | 316.01 | |
| Waters Corporation (WAT) | 0.3 | $4.9M | 13k | 370.97 | |
| Ge Vernova (GEV) | 0.3 | $4.9M | 15k | 328.90 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $4.9M | 111k | 44.04 | |
| Chevron Corporation (CVX) | 0.3 | $4.7M | 33k | 144.83 | |
| Eli Lilly & Co. (LLY) | 0.3 | $4.7M | 6.1k | 771.85 | |
| Morgan Stanley (MS) | 0.3 | $4.6M | 37k | 125.70 | |
| Edwards Lifesciences (EW) | 0.3 | $4.6M | 62k | 74.02 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $4.5M | 23k | 195.83 | |
| Illumina (ILMN) | 0.3 | $4.4M | 33k | 133.62 | |
| Wec Energy Group (WEC) | 0.3 | $4.2M | 44k | 94.04 | |
| Estee Lauder Companies (EL) | 0.3 | $4.2M | 55k | 74.97 | |
| Bank of America Corporation (BAC) | 0.3 | $4.1M | 93k | 43.94 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $3.9M | 79k | 49.40 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $3.8M | 50k | 76.90 | |
| Procter & Gamble Company (PG) | 0.3 | $3.8M | 23k | 167.64 | |
| Wells Fargo & Company (WFC) | 0.3 | $3.8M | 54k | 70.22 | |
| Liberty Latin America Ser C (LILAK) | 0.3 | $3.8M | 592k | 6.34 | |
| International Business Machines (IBM) | 0.3 | $3.7M | 17k | 219.80 | |
| Insulet Corporation (PODD) | 0.3 | $3.7M | 14k | 261.07 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $3.7M | 32k | 115.70 | |
| Net Power (NPWR) | 0.2 | $3.6M | 341k | 10.59 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $3.6M | 36k | 101.53 | |
| Intuit (INTU) | 0.2 | $3.6M | 5.7k | 628.46 | |
| Te Connectivity (TEL) | 0.2 | $3.5M | 25k | 142.93 | |
| Facebook Inc cl a (META) | 0.2 | $3.3M | 5.7k | 585.43 | |
| Liberty Global Ltd Com Cl A (LBTYA) | 0.2 | $3.3M | 258k | 12.76 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.2 | $3.2M | 49k | 66.54 | |
| Expedia (EXPE) | 0.2 | $3.2M | 17k | 186.32 | |
| Warner Bros. Discovery (WBD) | 0.2 | $3.2M | 303k | 10.57 | |
| TJX Companies (TJX) | 0.2 | $3.0M | 25k | 120.78 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $3.0M | 8.6k | 342.74 | |
| Interactive Brokers (IBKR) | 0.2 | $2.8M | 16k | 176.63 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.8M | 21k | 131.02 | |
| Citigroup (C) | 0.2 | $2.8M | 40k | 70.38 | |
| Okta Inc cl a (OKTA) | 0.2 | $2.8M | 35k | 78.80 | |
| Eaton (ETN) | 0.2 | $2.7M | 8.3k | 331.84 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.2 | $2.6M | 58k | 44.53 | |
| Vanguard European ETF (VGK) | 0.2 | $2.5M | 40k | 63.45 | |
| McDonald's Corporation (MCD) | 0.2 | $2.5M | 8.6k | 289.86 | |
| First Solar (FSLR) | 0.2 | $2.5M | 14k | 176.24 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.3M | 2.5k | 915.93 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $2.2M | 20k | 110.25 | |
| Nextera Energy (NEE) | 0.1 | $2.0M | 28k | 71.66 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.0M | 15k | 134.32 | |
| American Express Company (AXP) | 0.1 | $1.9M | 6.4k | 296.74 | |
| Tesla Motors (TSLA) | 0.1 | $1.9M | 4.6k | 403.70 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $1.9M | 11k | 162.88 | |
| Intel Corporation (INTC) | 0.1 | $1.8M | 92k | 20.05 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.8M | 31k | 57.40 | |
| Lowe's Companies (LOW) | 0.1 | $1.8M | 7.2k | 246.78 | |
| AGCO Corporation (AGCO) | 0.1 | $1.7M | 19k | 93.43 | |
| Roche Holding (RHHBY) | 0.1 | $1.7M | 49k | 35.23 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.7M | 3.9k | 444.56 | |
| Constellation Energy (CEG) | 0.1 | $1.7M | 7.5k | 223.67 | |
| Ferguson (FERG) | 0.1 | $1.6M | 9.5k | 173.53 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $1.5M | 43k | 33.89 | |
| Elanco Animal Health (ELAN) | 0.1 | $1.5M | 120k | 12.11 | |
| Franklin Resources (BEN) | 0.1 | $1.4M | 70k | 20.29 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $1.4M | 5.8k | 235.30 | |
| Kemper Corp Del (KMPR) | 0.1 | $1.4M | 20k | 66.44 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.3M | 19k | 72.37 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $1.3M | 7.0k | 187.43 | |
| Penumbra (PEN) | 0.1 | $1.3M | 5.5k | 237.45 | |
| Honeywell International (HON) | 0.1 | $1.2M | 5.5k | 225.77 | |
| Intuitive Surgical (ISRG) | 0.1 | $1.2M | 2.2k | 521.60 | |
| Marvell Technology (MRVL) | 0.1 | $1.2M | 11k | 110.38 | |
| Sony Corporation (SONY) | 0.1 | $1.2M | 55k | 21.15 | |
| Baxter International (BAX) | 0.1 | $1.2M | 40k | 29.16 | |
| Danaher Corporation (DHR) | 0.1 | $1.2M | 5.0k | 229.48 | |
| iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $1.1M | 15k | 73.13 | |
| General Mills (GIS) | 0.1 | $997k | 16k | 63.72 | |
| Roblox Corp (RBLX) | 0.1 | $980k | 17k | 57.85 | |
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 0.1 | $973k | 25k | 38.23 | |
| Alcon (ALC) | 0.1 | $966k | 11k | 84.84 | |
| salesforce (CRM) | 0.1 | $949k | 2.8k | 334.27 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $934k | 5.1k | 184.95 | |
| Blueprint Medicines (BPMC) | 0.1 | $872k | 10k | 87.20 | |
| EOG Resources (EOG) | 0.1 | $868k | 7.1k | 122.56 | |
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $852k | 20k | 42.06 | |
| West Pharmaceutical Services (WST) | 0.1 | $851k | 2.6k | 327.31 | |
| At&t (T) | 0.1 | $850k | 37k | 22.75 | |
| iShares Gold Trust (IAU) | 0.1 | $850k | 17k | 49.49 | |
| Curtiss-Wright (CW) | 0.1 | $841k | 2.4k | 354.55 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $835k | 2.9k | 289.73 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $830k | 4.4k | 190.80 | |
| Privia Health Group (PRVA) | 0.1 | $821k | 42k | 19.55 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.1 | $758k | 5.9k | 128.69 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $737k | 8.3k | 88.33 | |
| Central Securities (CET) | 0.0 | $732k | 16k | 45.63 | |
| Coca-Cola Company (KO) | 0.0 | $708k | 11k | 62.18 | |
| Mondelez Int (MDLZ) | 0.0 | $702k | 12k | 59.70 | |
| Trane Technologies (TT) | 0.0 | $694k | 1.9k | 369.15 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $682k | 5.0k | 136.40 | |
| Nextdoor Holding (NXDR) | 0.0 | $680k | 287k | 2.37 | |
| Entergy Corporation (ETR) | 0.0 | $679k | 9.0k | 75.73 | |
| Wal-Mart Stores (WMT) | 0.0 | $677k | 7.5k | 90.27 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $653k | 1.6k | 401.35 | |
| Mettler-Toledo International (MTD) | 0.0 | $611k | 500.00 | 1222.00 | |
| Iqvia Holdings (IQV) | 0.0 | $589k | 3.0k | 196.33 | |
| PNC Financial Services (PNC) | 0.0 | $539k | 2.8k | 192.50 | |
| Standex Int'l (SXI) | 0.0 | $502k | 2.7k | 186.96 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $424k | 2.0k | 212.00 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $417k | 92k | 4.54 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $416k | 5.3k | 78.14 | |
| United Parcel Service (UPS) | 0.0 | $412k | 3.3k | 125.99 | |
| Global Payments (GPN) | 0.0 | $401k | 3.6k | 111.95 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $388k | 2.1k | 187.44 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $382k | 1.3k | 287.43 | |
| Cintas Corporation (CTAS) | 0.0 | $365k | 2.0k | 182.50 | |
| Deere & Company (DE) | 0.0 | $364k | 860.00 | 423.26 | |
| Itron (ITRI) | 0.0 | $358k | 3.3k | 108.48 | |
| Republic Services (RSG) | 0.0 | $352k | 1.8k | 201.14 | |
| Solventum Corp (SOLV) | 0.0 | $330k | 5.0k | 66.00 | |
| Broadcom (AVGO) | 0.0 | $324k | 1.4k | 231.43 | |
| Eastern Bankshares (EBC) | 0.0 | $318k | 19k | 17.24 | |
| Boeing Company (BA) | 0.0 | $316k | 1.8k | 176.54 | |
| Abbvie (ABBV) | 0.0 | $311k | 1.8k | 177.31 | |
| Pfizer (PFE) | 0.0 | $310k | 12k | 26.50 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $298k | 8.0k | 37.25 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $294k | 6.2k | 47.80 | |
| Acuity Brands (AYI) | 0.0 | $292k | 1.0k | 292.00 | |
| Emerson Electric (EMR) | 0.0 | $282k | 2.3k | 123.68 | |
| Clean Harbors (CLH) | 0.0 | $276k | 1.2k | 230.00 | |
| LKQ Corporation (LKQ) | 0.0 | $264k | 7.2k | 36.67 | |
| DigitalBridge Group (DBRG) | 0.0 | $259k | 23k | 11.26 | |
| Schlumberger (SLB) | 0.0 | $258k | 6.8k | 38.22 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $254k | 4.5k | 56.44 | |
| Cae (CAE) | 0.0 | $253k | 10k | 25.30 | |
| Paychex (PAYX) | 0.0 | $248k | 1.8k | 139.72 | |
| Enovix Corp (ENVX) | 0.0 | $239k | 22k | 10.86 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $230k | 492.00 | 467.48 | |
| Cigna Corp (CI) | 0.0 | $228k | 826.00 | 276.03 | |
| Doordash (DASH) | 0.0 | $224k | 1.3k | 167.04 | |
| Bloom Energy Corp (BE) | 0.0 | $222k | 10k | 22.20 | |
| Waste Management (WM) | 0.0 | $221k | 1.1k | 200.91 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $220k | 410.00 | 536.59 | |
| Applovin Corp Class A (APP) | 0.0 | $218k | 675.00 | 322.96 | |
| Colgate-Palmolive Company (CL) | 0.0 | $218k | 2.4k | 90.83 | |
| Amgen (AMGN) | 0.0 | $217k | 834.00 | 260.19 | |
| IDEXX Laboratories (IDXX) | 0.0 | $206k | 500.00 | 412.00 | |
| LANDIS GYR GROUP AG UnSponsore (LDGYY) | 0.0 | $174k | 11k | 15.82 | |
| Arcadium Lithium | 0.0 | $170k | 33k | 5.12 | |
| Energy Recovery (ERII) | 0.0 | $161k | 11k | 14.64 | |
| Clean Energy Fuels (CLNE) | 0.0 | $75k | 30k | 2.50 | |
| Sunnova Energy International (NOVAQ) | 0.0 | $53k | 16k | 3.42 |