S&co as of March 31, 2025
Portfolio Holdings for S&co
S&co holds 217 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 5.9 | $88M | 166k | 532.58 | |
| Church & Dwight (CHD) | 4.8 | $72M | 652k | 110.09 | |
| Exxon Mobil Corporation (XOM) | 4.4 | $65M | 550k | 118.93 | |
| Automatic Data Processing (ADP) | 4.2 | $63M | 206k | 305.53 | |
| Microsoft Corporation (MSFT) | 4.1 | $61M | 162k | 375.39 | |
| Ecolab (ECL) | 3.9 | $59M | 231k | 253.52 | |
| Apple (AAPL) | 3.6 | $54M | 245k | 222.13 | |
| Merck & Co (MRK) | 2.6 | $38M | 427k | 89.76 | |
| Caterpillar (CAT) | 2.5 | $38M | 115k | 329.80 | |
| Abbott Laboratories (ABT) | 2.3 | $34M | 256k | 132.65 | |
| Amazon (AMZN) | 2.1 | $31M | 163k | 190.26 | |
| Mosaic (MOS) | 2.1 | $31M | 1.1M | 27.01 | |
| Air Products & Chemicals (APD) | 1.9 | $28M | 95k | 294.91 | |
| Johnson & Johnson (JNJ) | 1.8 | $28M | 166k | 165.83 | |
| Cameco Corporation (CCJ) | 1.6 | $24M | 577k | 41.16 | |
| SPDR Gold Trust (GLD) | 1.6 | $23M | 81k | 288.13 | |
| Prosus N V (PROSY) | 1.5 | $22M | 2.4M | 9.20 | |
| Thermo Fisher Scientific (TMO) | 1.4 | $21M | 42k | 497.59 | |
| UnitedHealth (UNH) | 1.3 | $19M | 36k | 523.73 | |
| Alphabet Inc Class C cs (GOOG) | 1.3 | $19M | 121k | 156.22 | |
| Boston Scientific Corporation (BSX) | 1.2 | $18M | 178k | 100.88 | |
| Sirius XM Holdings (SIRI) | 1.2 | $17M | 766k | 22.54 | |
| Union Pacific Corporation (UNP) | 1.1 | $17M | 70k | 236.23 | |
| Liberty Broadband Cl C (LBRDK) | 1.0 | $16M | 182k | 85.05 | |
| FMC Corporation (FMC) | 1.0 | $15M | 362k | 42.19 | |
| H.B. Fuller Company (FUL) | 1.0 | $15M | 267k | 56.12 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $15M | 96k | 154.64 | |
| Pepsi (PEP) | 1.0 | $15M | 98k | 149.94 | |
| Linde (LIN) | 0.8 | $12M | 26k | 465.64 | |
| Paypal Holdings (PYPL) | 0.8 | $12M | 187k | 65.25 | |
| Liberty Media CORP-Liberty Live | 0.8 | $12M | 176k | 68.13 | |
| Antero Res (AR) | 0.8 | $12M | 294k | 40.44 | |
| Palo Alto Networks (PANW) | 0.8 | $11M | 66k | 170.64 | |
| Royalty Pharma (RPRX) | 0.7 | $11M | 358k | 31.13 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.7 | $11M | 122k | 90.01 | |
| Cisco Systems (CSCO) | 0.7 | $11M | 175k | 61.71 | |
| Apollo Global Mgmt (APO) | 0.7 | $11M | 78k | 136.93 | |
| Middleby Corporation (MIDD) | 0.7 | $10M | 67k | 151.98 | |
| Medtronic (MDT) | 0.7 | $9.9M | 110k | 89.85 | |
| Liberty Latin America (LILA) | 0.7 | $9.8M | 1.6M | 6.33 | |
| Eli Lilly & Co. (LLY) | 0.6 | $9.6M | 12k | 825.90 | |
| AFLAC Incorporated (AFL) | 0.6 | $9.2M | 83k | 111.18 | |
| Airbnb (ABNB) | 0.6 | $9.2M | 77k | 119.45 | |
| SPDR S&P Biotech (XBI) | 0.6 | $8.5M | 105k | 81.09 | |
| Rollins (ROL) | 0.6 | $8.4M | 156k | 54.02 | |
| Pure Storage Inc - Class A (PSTG) | 0.6 | $8.4M | 190k | 44.27 | |
| NVIDIA Corporation (NVDA) | 0.5 | $8.1M | 75k | 108.37 | |
| General Electric (GE) | 0.5 | $8.0M | 40k | 200.13 | |
| Iac Interactivecorp (IAC) | 0.5 | $7.7M | 168k | 45.94 | |
| Home Depot (HD) | 0.5 | $7.6M | 21k | 366.48 | |
| Alkermes (ALKS) | 0.5 | $7.3M | 222k | 33.02 | |
| Liberty Broadband Corporation (LBRDA) | 0.5 | $6.9M | 81k | 84.99 | |
| Sunrise Communications Ag Ads Cl A (SNREY) | 0.4 | $6.2M | 129k | 48.28 | |
| 3M Company (MMM) | 0.4 | $6.1M | 42k | 146.85 | |
| Workday Inc cl a (WDAY) | 0.4 | $6.1M | 26k | 233.52 | |
| Humana (HUM) | 0.4 | $6.0M | 23k | 264.58 | |
| Edwards Lifesciences (EW) | 0.4 | $6.0M | 83k | 72.48 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $6.0M | 24k | 245.27 | |
| Chubb (CB) | 0.4 | $6.0M | 20k | 301.98 | |
| Stryker Corporation (SYK) | 0.4 | $6.0M | 16k | 372.24 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $5.9M | 119k | 49.35 | |
| MasterCard Incorporated (MA) | 0.4 | $5.7M | 10k | 548.04 | |
| Visa (V) | 0.4 | $5.6M | 16k | 350.40 | |
| Liberty Media Corp Del (FWONA) | 0.4 | $5.5M | 68k | 81.46 | |
| Chevron Corporation (CVX) | 0.4 | $5.5M | 33k | 167.27 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.3 | $5.2M | 431k | 11.97 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $5.0M | 111k | 45.25 | |
| Analog Devices (ADI) | 0.3 | $5.0M | 25k | 201.66 | |
| Bio-techne Corporation (TECH) | 0.3 | $4.9M | 84k | 58.62 | |
| Wec Energy Group (WEC) | 0.3 | $4.8M | 44k | 108.98 | |
| Waters Corporation (WAT) | 0.3 | $4.6M | 13k | 368.50 | |
| Ge Vernova (GEV) | 0.3 | $4.5M | 15k | 305.22 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $4.5M | 23k | 193.96 | |
| Estee Lauder Companies (EL) | 0.3 | $4.4M | 67k | 66.00 | |
| Morgan Stanley (MS) | 0.3 | $4.2M | 36k | 116.65 | |
| International Business Machines (IBM) | 0.3 | $4.2M | 17k | 248.64 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $4.2M | 32k | 132.43 | |
| Akamai Technologies (AKAM) | 0.3 | $4.1M | 51k | 80.49 | |
| Bank of America Corporation (BAC) | 0.3 | $3.9M | 93k | 41.72 | |
| Procter & Gamble Company (PG) | 0.3 | $3.9M | 23k | 170.40 | |
| Cognizant Technology Solutions (CTSH) | 0.3 | $3.8M | 50k | 76.50 | |
| Liberty Latin America Ser C (LILAK) | 0.2 | $3.7M | 592k | 6.21 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.7M | 35k | 105.20 | |
| Intuit (INTU) | 0.2 | $3.5M | 5.8k | 613.91 | |
| Te Connectivity (TEL) | 0.2 | $3.5M | 25k | 141.32 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $3.3M | 36k | 92.82 | |
| Facebook Inc cl a (META) | 0.2 | $3.3M | 5.7k | 576.29 | |
| Liberty Media Corp-Liberty Live | 0.2 | $3.3M | 49k | 67.22 | |
| Warner Bros. Discovery (WBD) | 0.2 | $3.2M | 303k | 10.73 | |
| Wells Fargo & Company (WFC) | 0.2 | $3.2M | 45k | 71.78 | |
| Insulet Corporation (PODD) | 0.2 | $3.2M | 12k | 262.61 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.2 | $3.2M | 8.6k | 368.52 | |
| Liberty Global Ltd Com Cl A (LBTYA) | 0.2 | $3.0M | 258k | 11.51 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.2 | $3.0M | 61k | 48.31 | |
| TJX Companies (TJX) | 0.2 | $2.9M | 24k | 121.80 | |
| Expedia (EXPE) | 0.2 | $2.9M | 17k | 168.09 | |
| Citigroup (C) | 0.2 | $2.8M | 40k | 70.99 | |
| Vanguard European ETF (VGK) | 0.2 | $2.8M | 40k | 70.20 | |
| Illumina (ILMN) | 0.2 | $2.8M | 35k | 79.34 | |
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $2.7M | 10k | 269.95 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.6k | 312.35 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $2.6M | 19k | 142.19 | |
| Interactive Brokers (IBKR) | 0.2 | $2.6M | 16k | 165.55 | |
| Intuitive Surgical (ISRG) | 0.2 | $2.5M | 5.1k | 495.22 | |
| Danaher Corporation (DHR) | 0.2 | $2.5M | 12k | 204.97 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.5M | 2.6k | 945.71 | |
| Eaton (ETN) | 0.2 | $2.2M | 8.2k | 271.81 | |
| DigitalBridge Group (DBRG) | 0.1 | $2.2M | 250k | 8.82 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $2.2M | 20k | 110.15 | |
| Roche Holding (RHHBY) | 0.1 | $2.1M | 51k | 41.04 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.1M | 18k | 116.93 | |
| Nextera Energy (NEE) | 0.1 | $2.0M | 28k | 70.88 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | 4.1k | 484.77 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $2.0M | 43k | 45.95 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.9M | 31k | 60.63 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $1.9M | 11k | 164.64 | |
| First Solar (FSLR) | 0.1 | $1.8M | 14k | 126.40 | |
| American Express Company (AXP) | 0.1 | $1.7M | 6.4k | 269.03 | |
| Lowe's Companies (LOW) | 0.1 | $1.7M | 7.2k | 233.19 | |
| Constellation Energy (CEG) | 0.1 | $1.6M | 8.0k | 201.50 | |
| Ferguson (FERG) | 0.1 | $1.5M | 9.5k | 160.22 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.9k | 383.33 | |
| Pfizer (PFE) | 0.1 | $1.5M | 59k | 25.33 | |
| Elanco Animal Health (ELAN) | 0.1 | $1.5M | 141k | 10.50 | |
| Penumbra (PEN) | 0.1 | $1.5M | 5.5k | 267.27 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.4M | 21k | 70.19 | |
| Sony Corporation (SONY) | 0.1 | $1.4M | 55k | 25.38 | |
| Baxter International (BAX) | 0.1 | $1.4M | 40k | 34.22 | |
| Kemper Corp Del (KMPR) | 0.1 | $1.4M | 20k | 66.83 | |
| Franklin Resources (BEN) | 0.1 | $1.3M | 70k | 19.24 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $1.3M | 7.0k | 189.14 | |
| Intel Corporation (INTC) | 0.1 | $1.3M | 57k | 22.70 | |
| Abbvie (ABBV) | 0.1 | $1.3M | 6.1k | 209.46 | |
| Range Resources (RRC) | 0.1 | $1.2M | 31k | 39.90 | |
| Blueprint Medicines (BPMC) | 0.1 | $1.2M | 14k | 88.44 | |
| Tesla Motors (TSLA) | 0.1 | $1.2M | 4.6k | 258.98 | |
| Honeywell International (HON) | 0.1 | $1.2M | 5.6k | 211.62 | |
| iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $1.2M | 15k | 76.67 | |
| Alcon (ALC) | 0.1 | $1.1M | 11k | 94.90 | |
| At&t (T) | 0.1 | $1.0M | 37k | 28.27 | |
| AGCO Corporation (AGCO) | 0.1 | $1.0M | 11k | 92.49 | |
| iShares Gold Trust (IAU) | 0.1 | $1.0M | 17k | 58.93 | |
| Roblox Corp (RBLX) | 0.1 | $987k | 17k | 58.26 | |
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 0.1 | $974k | 24k | 40.00 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $950k | 5.1k | 188.12 | |
| Privia Health Group (PRVA) | 0.1 | $942k | 42k | 22.43 | |
| General Mills (GIS) | 0.1 | $935k | 16k | 59.76 | |
| EOG Resources (EOG) | 0.1 | $909k | 7.1k | 128.21 | |
| Anthem (ELV) | 0.1 | $839k | 1.9k | 434.49 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $829k | 4.4k | 190.57 | |
| Rubrik (RBRK) | 0.1 | $805k | 13k | 60.94 | |
| Hca Holdings (HCA) | 0.1 | $794k | 2.3k | 345.52 | |
| Coca-Cola Company (KO) | 0.1 | $794k | 11k | 71.56 | |
| Mondelez Int (MDLZ) | 0.1 | $793k | 12k | 67.82 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $792k | 2.9k | 274.81 | |
| Entergy Corporation (ETR) | 0.1 | $766k | 9.0k | 85.43 | |
| salesforce (CRM) | 0.1 | $761k | 2.8k | 268.05 | |
| Curtiss-Wright (CW) | 0.1 | $752k | 2.4k | 317.03 | |
| Ultragenyx Pharmaceutical (RARE) | 0.0 | $733k | 20k | 36.19 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $709k | 8.3k | 84.97 | |
| Central Securities (CET) | 0.0 | $663k | 15k | 44.95 | |
| Wal-Mart Stores (WMT) | 0.0 | $659k | 7.5k | 87.73 | |
| Marvell Technology (MRVL) | 0.0 | $650k | 11k | 61.48 | |
| Trane Technologies (TT) | 0.0 | $633k | 1.9k | 336.70 | |
| Net Power (NPWR) | 0.0 | $620k | 236k | 2.63 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $615k | 5.9k | 104.41 | |
| Mettler-Toledo International (MTD) | 0.0 | $590k | 500.00 | 1180.00 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $583k | 1.6k | 360.54 | |
| Neurocrine Biosciences (NBIX) | 0.0 | $553k | 5.0k | 110.60 | |
| Iqvia Holdings (IQV) | 0.0 | $528k | 3.0k | 176.00 | |
| PNC Financial Services (PNC) | 0.0 | $492k | 2.8k | 175.71 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $488k | 2.0k | 244.00 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $457k | 100k | 4.58 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $441k | 1.4k | 308.18 | |
| Nextdoor Holding (NXDR) | 0.0 | $439k | 287k | 1.53 | |
| Standex Int'l (SXI) | 0.0 | $433k | 2.7k | 161.27 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $429k | 5.3k | 80.59 | |
| Republic Services (RSG) | 0.0 | $423k | 1.8k | 241.71 | |
| Deere & Company (DE) | 0.0 | $403k | 860.00 | 468.60 | |
| Solventum Corp (SOLV) | 0.0 | $379k | 5.0k | 76.03 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $371k | 2.1k | 179.23 | |
| Cintas Corporation (CTAS) | 0.0 | $369k | 1.8k | 205.00 | |
| Biogen Idec (BIIB) | 0.0 | $351k | 2.6k | 136.47 | |
| Itron (ITRI) | 0.0 | $345k | 3.3k | 104.55 | |
| Global Payments (GPN) | 0.0 | $341k | 3.5k | 97.65 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $339k | 1.3k | 255.08 | |
| Align Technology (ALGN) | 0.0 | $332k | 2.1k | 158.62 | |
| Revolution Medicines (RVMD) | 0.0 | $324k | 9.2k | 35.33 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $312k | 6.2k | 50.73 | |
| LKQ Corporation (LKQ) | 0.0 | $306k | 7.2k | 42.50 | |
| Boeing Company (BA) | 0.0 | $305k | 1.8k | 170.39 | |
| Eastern Bankshares (EBC) | 0.0 | $300k | 18k | 16.39 | |
| Schlumberger (SLB) | 0.0 | $282k | 6.8k | 41.78 | |
| Paychex (PAYX) | 0.0 | $273k | 1.8k | 153.80 | |
| Cigna Corp (CI) | 0.0 | $271k | 824.00 | 328.88 | |
| Acuity Brands (AYI) | 0.0 | $263k | 1.0k | 263.00 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $263k | 8.0k | 32.88 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $261k | 4.5k | 58.00 | |
| Amgen (AMGN) | 0.0 | $259k | 834.00 | 310.55 | |
| Waste Management (WM) | 0.0 | $254k | 1.1k | 230.91 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $251k | 492.00 | 510.16 | |
| Emerson Electric (EMR) | 0.0 | $249k | 2.3k | 109.21 | |
| United Parcel Service (UPS) | 0.0 | $249k | 2.3k | 109.69 | |
| Doordash (DASH) | 0.0 | $245k | 1.3k | 182.70 | |
| Cae (CAE) | 0.0 | $245k | 10k | 24.50 | |
| Clean Harbors (CLH) | 0.0 | $236k | 1.2k | 196.67 | |
| Broadcom (AVGO) | 0.0 | $234k | 1.4k | 167.14 | |
| Colgate-Palmolive Company (CL) | 0.0 | $224k | 2.4k | 93.33 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $217k | 423.00 | 513.00 | |
| Principal Financial (PFG) | 0.0 | $210k | 2.5k | 84.00 | |
| IDEXX Laboratories (IDXX) | 0.0 | $209k | 500.00 | 418.00 | |
| Bloom Energy Corp (BE) | 0.0 | $196k | 10k | 19.60 | |
| Energy Recovery (ERII) | 0.0 | $174k | 11k | 15.82 | |
| LANDIS GYR GROUP AG UnSponsore (LDGYY) | 0.0 | $162k | 11k | 14.73 | |
| Enovix Corp (ENVX) | 0.0 | $161k | 22k | 7.32 | |
| AES Corporation (AES) | 0.0 | $161k | 13k | 12.38 | |
| Clean Energy Fuels (CLNE) | 0.0 | $93k | 60k | 1.55 |