S&co as of June 30, 2025
Portfolio Holdings for S&co
S&co holds 223 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.3 | $83M | 166k | 497.41 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $81M | 166k | 485.76 | |
| Automatic Data Processing (ADP) | 4.1 | $64M | 208k | 308.40 | |
| Church & Dwight (CHD) | 4.0 | $62M | 650k | 96.11 | |
| Ecolab (ECL) | 4.0 | $62M | 229k | 269.44 | |
| Exxon Mobil Corporation (XOM) | 3.8 | $59M | 548k | 107.80 | |
| Apple (AAPL) | 3.3 | $52M | 251k | 205.17 | |
| Caterpillar (CAT) | 2.9 | $46M | 117k | 388.21 | |
| Cameco Corporation (CCJ) | 2.7 | $42M | 572k | 74.23 | |
| Mosaic (MOS) | 2.6 | $41M | 1.1M | 36.48 | |
| Amazon (AMZN) | 2.4 | $38M | 172k | 219.38 | |
| Merck & Co (MRK) | 2.2 | $34M | 426k | 79.16 | |
| Abbott Laboratories (ABT) | 2.1 | $33M | 245k | 136.01 | |
| Air Products & Chemicals (APD) | 1.7 | $27M | 95k | 282.06 | |
| Prosus N V (PROSY) | 1.7 | $26M | 2.4M | 11.14 | |
| Johnson & Johnson (JNJ) | 1.6 | $25M | 164k | 152.75 | |
| SPDR Gold Trust (GLD) | 1.6 | $25M | 81k | 304.82 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $21M | 119k | 177.39 | |
| Boston Scientific Corporation (BSX) | 1.2 | $19M | 177k | 107.41 | |
| Liberty Broadband Cl C (LBRDK) | 1.1 | $18M | 182k | 98.38 | |
| Thermo Fisher Scientific (TMO) | 1.1 | $17M | 42k | 405.45 | |
| Paypal Holdings (PYPL) | 1.1 | $17M | 228k | 74.32 | |
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $17M | 96k | 176.22 | |
| Sirius XM Holdings (SIRI) | 1.1 | $17M | 718k | 22.97 | |
| Union Pacific Corporation (UNP) | 1.0 | $16M | 70k | 230.07 | |
| H.B. Fuller Company (FUL) | 1.0 | $16M | 265k | 60.15 | |
| FMC Corporation (FMC) | 1.0 | $16M | 374k | 41.75 | |
| Liberty Media CORP-Liberty Live (LLYVK) | 0.9 | $14M | 177k | 81.16 | |
| UnitedHealth (UNH) | 0.9 | $14M | 46k | 311.96 | |
| Palo Alto Networks (PANW) | 0.9 | $14M | 66k | 204.63 | |
| Royalty Pharma (RPRX) | 0.8 | $13M | 358k | 36.03 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.8 | $13M | 123k | 104.49 | |
| Linde (LIN) | 0.8 | $12M | 26k | 469.18 | |
| Antero Res (AR) | 0.8 | $12M | 296k | 40.28 | |
| NVIDIA Corporation (NVDA) | 0.8 | $12M | 75k | 157.99 | |
| Pepsi (PEP) | 0.8 | $12M | 89k | 132.04 | |
| Cisco Systems (CSCO) | 0.7 | $11M | 165k | 69.38 | |
| Pure Storage Inc - Class A (PSTG) | 0.7 | $11M | 190k | 57.58 | |
| Apollo Global Mgmt (APO) | 0.7 | $10M | 73k | 141.86 | |
| General Electric (GE) | 0.7 | $10M | 40k | 257.37 | |
| Middleby Corporation (MIDD) | 0.6 | $9.6M | 67k | 143.99 | |
| Medtronic (MDT) | 0.6 | $9.5M | 109k | 87.17 | |
| Eli Lilly & Co. (LLY) | 0.6 | $9.4M | 12k | 779.50 | |
| AFLAC Incorporated (AFL) | 0.6 | $8.9M | 84k | 105.46 | |
| Rollins (ROL) | 0.6 | $8.8M | 156k | 56.42 | |
| SPDR S&P Biotech (XBI) | 0.6 | $8.7M | 105k | 82.93 | |
| Airbnb (ABNB) | 0.5 | $8.3M | 62k | 132.34 | |
| Liberty Broadband Corporation (LBRDA) | 0.5 | $8.0M | 81k | 97.81 | |
| Ge Vernova (GEV) | 0.5 | $7.9M | 15k | 529.11 | |
| Home Depot (HD) | 0.5 | $7.6M | 21k | 366.62 | |
| MasterCard Incorporated (MA) | 0.5 | $7.5M | 13k | 561.88 | |
| Visa (V) | 0.5 | $7.3M | 21k | 355.04 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $7.0M | 24k | 289.91 | |
| Liberty Latin America (LILA) | 0.5 | $7.0M | 1.2M | 6.10 | |
| Liberty Media Corp Del (FWONA) | 0.4 | $6.5M | 68k | 94.96 | |
| Edwards Lifesciences (EW) | 0.4 | $6.4M | 82k | 78.20 | |
| Stryker Corporation (SYK) | 0.4 | $6.3M | 16k | 395.58 | |
| Alkermes (ALKS) | 0.4 | $6.3M | 221k | 28.61 | |
| Workday Inc cl a (WDAY) | 0.4 | $6.2M | 26k | 239.97 | |
| Analog Devices (ADI) | 0.4 | $5.9M | 25k | 238.01 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.4 | $5.8M | 114k | 50.46 | |
| 3M Company (MMM) | 0.4 | $5.7M | 38k | 152.24 | |
| Chubb (CB) | 0.4 | $5.7M | 20k | 289.71 | |
| Estee Lauder Companies (EL) | 0.4 | $5.7M | 70k | 80.80 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.4 | $5.7M | 14k | 408.79 | |
| Vanguard Emerging Markets ETF (VWO) | 0.4 | $5.5M | 112k | 49.46 | |
| Occidental Petroleum Corporation (OXY) | 0.3 | $5.2M | 125k | 42.00 | |
| Morgan Stanley (MS) | 0.3 | $5.1M | 36k | 140.85 | |
| International Business Machines (IBM) | 0.3 | $4.9M | 17k | 294.73 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $4.7M | 23k | 204.66 | |
| Chevron Corporation (CVX) | 0.3 | $4.7M | 33k | 143.18 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $4.6M | 32k | 146.01 | |
| Wec Energy Group (WEC) | 0.3 | $4.6M | 44k | 104.20 | |
| Intuit (INTU) | 0.3 | $4.5M | 5.8k | 787.48 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.3 | $4.4M | 431k | 10.31 | |
| Bio-techne Corporation (TECH) | 0.3 | $4.4M | 86k | 51.45 | |
| Waters Corporation (WAT) | 0.3 | $4.4M | 13k | 349.01 | |
| Bank of America Corporation (BAC) | 0.3 | $4.4M | 93k | 47.32 | |
| Facebook Inc cl a (META) | 0.3 | $4.2M | 5.7k | 738.02 | |
| Te Connectivity (TEL) | 0.3 | $4.1M | 24k | 168.67 | |
| Liberty Media Corp-Liberty Live (LLYVA) | 0.3 | $3.9M | 49k | 79.47 | |
| Cognizant Technology Solutions (CTSH) | 0.2 | $3.9M | 50k | 78.03 | |
| iShares S&P 500 Growth Index (IVW) | 0.2 | $3.7M | 34k | 110.08 | |
| Procter & Gamble Company (PG) | 0.2 | $3.6M | 23k | 159.31 | |
| Interactive Brokers (IBKR) | 0.2 | $3.6M | 65k | 55.41 | |
| Wells Fargo & Company (WFC) | 0.2 | $3.6M | 45k | 80.11 | |
| Akamai Technologies (AKAM) | 0.2 | $3.5M | 44k | 79.75 | |
| Okta Inc cl a (OKTA) | 0.2 | $3.5M | 35k | 99.96 | |
| Citigroup (C) | 0.2 | $3.4M | 40k | 85.11 | |
| Alnylam Pharmaceuticals (ALNY) | 0.2 | $3.3M | 10k | 326.07 | |
| Eaton (ETN) | 0.2 | $3.2M | 9.0k | 356.89 | |
| Vanguard European ETF (VGK) | 0.2 | $3.1M | 40k | 77.50 | |
| Liberty Latin America Ser C (LILAK) | 0.2 | $3.0M | 485k | 6.22 | |
| TJX Companies (TJX) | 0.2 | $3.0M | 24k | 123.46 | |
| Expedia (EXPE) | 0.2 | $2.9M | 17k | 168.64 | |
| Intuitive Surgical (ISRG) | 0.2 | $2.8M | 5.1k | 543.25 | |
| Constellation Energy (CEG) | 0.2 | $2.7M | 8.5k | 322.65 | |
| Sunrise Communications Ag Ads Cl A (SNREY) | 0.2 | $2.7M | 48k | 56.53 | |
| Iac Interactivecorp (IAC) | 0.2 | $2.6M | 69k | 37.34 | |
| DigitalBridge Group (DBRG) | 0.2 | $2.6M | 250k | 10.35 | |
| Costco Wholesale Corporation (COST) | 0.2 | $2.6M | 2.6k | 989.59 | |
| Liberty Global Ltd Com Cl A (LBTYA) | 0.2 | $2.5M | 253k | 10.01 | |
| McDonald's Corporation (MCD) | 0.2 | $2.5M | 8.4k | 292.13 | |
| Danaher Corporation (DHR) | 0.2 | $2.4M | 12k | 197.47 | |
| First Solar (FSLR) | 0.2 | $2.4M | 14k | 165.49 | |
| Range Resources (RRC) | 0.2 | $2.4M | 58k | 40.67 | |
| Rubrik (RBRK) | 0.2 | $2.4M | 26k | 89.58 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $2.3M | 20k | 114.25 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.3M | 18k | 128.88 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $2.2M | 43k | 52.04 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $2.1M | 31k | 67.22 | |
| Ferguson (FERG) | 0.1 | $2.1M | 9.6k | 217.67 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.1M | 18k | 117.97 | |
| Roche Holding (RHHBY) | 0.1 | $2.1M | 51k | 40.57 | |
| American Express Company (AXP) | 0.1 | $2.0M | 6.4k | 318.98 | |
| Elanco Animal Health (ELAN) | 0.1 | $2.0M | 141k | 14.28 | |
| Insulet Corporation (PODD) | 0.1 | $2.0M | 6.4k | 314.17 | |
| Humana (HUM) | 0.1 | $2.0M | 8.1k | 244.41 | |
| Nextera Energy (NEE) | 0.1 | $2.0M | 28k | 69.39 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.8M | 4.1k | 445.04 | |
| Roblox Corp (RBLX) | 0.1 | $1.8M | 17k | 105.19 | |
| Franklin Resources (BEN) | 0.1 | $1.7M | 70k | 23.84 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $1.6M | 21k | 79.22 | |
| Blueprint Medicines (BPMC) | 0.1 | $1.5M | 12k | 128.17 | |
| Illumina (ILMN) | 0.1 | $1.5M | 16k | 95.38 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $1.5M | 9.7k | 155.94 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.5M | 3.9k | 386.67 | |
| Lowe's Companies (LOW) | 0.1 | $1.5M | 6.8k | 221.80 | |
| Tesla Motors (TSLA) | 0.1 | $1.5M | 4.6k | 317.52 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $1.5M | 7.0k | 207.29 | |
| Sony Corporation (SONY) | 0.1 | $1.4M | 55k | 26.02 | |
| Penumbra (PEN) | 0.1 | $1.4M | 5.5k | 256.55 | |
| Pfizer (PFE) | 0.1 | $1.4M | 58k | 24.23 | |
| Kemper Corp Del (KMPR) | 0.1 | $1.3M | 20k | 64.52 | |
| Honeywell International (HON) | 0.1 | $1.3M | 5.6k | 232.86 | |
| iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $1.3M | 15k | 84.87 | |
| Baxter International (BAX) | 0.1 | $1.2M | 40k | 30.26 | |
| Curtiss-Wright (CW) | 0.1 | $1.2M | 2.4k | 488.20 | |
| AGCO Corporation (AGCO) | 0.1 | $1.2M | 11k | 103.08 | |
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 0.1 | $1.1M | 24k | 46.76 | |
| Abbvie (ABBV) | 0.1 | $1.1M | 6.1k | 185.49 | |
| iShares Gold Trust (IAU) | 0.1 | $1.1M | 17k | 62.30 | |
| Alcon (ALC) | 0.1 | $995k | 11k | 88.21 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $980k | 5.1k | 194.06 | |
| Privia Health Group (PRVA) | 0.1 | $966k | 42k | 23.00 | |
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $918k | 25k | 36.35 | |
| Hca Holdings (HCA) | 0.1 | $880k | 2.3k | 382.94 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $879k | 7.0k | 125.57 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $875k | 2.9k | 303.61 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $850k | 4.4k | 195.40 | |
| EOG Resources (EOG) | 0.1 | $849k | 7.1k | 119.49 | |
| At&t (T) | 0.1 | $838k | 29k | 28.91 | |
| Insmed (INSM) | 0.1 | $835k | 8.3k | 100.60 | |
| Trane Technologies (TT) | 0.1 | $822k | 1.9k | 437.23 | |
| Marvell Technology (MRVL) | 0.1 | $818k | 11k | 77.37 | |
| General Mills (GIS) | 0.1 | $810k | 16k | 51.77 | |
| Mondelez Int (MDLZ) | 0.1 | $788k | 12k | 67.40 | |
| salesforce (CRM) | 0.0 | $774k | 2.8k | 272.63 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $767k | 8.3k | 91.92 | |
| Coca-Cola Company (KO) | 0.0 | $756k | 11k | 70.68 | |
| Anthem (ELV) | 0.0 | $751k | 1.9k | 388.92 | |
| Entergy Corporation (ETR) | 0.0 | $745k | 9.0k | 83.09 | |
| Wal-Mart Stores (WMT) | 0.0 | $734k | 7.5k | 97.71 | |
| Central Securities (CET) | 0.0 | $705k | 15k | 47.80 | |
| Mettler-Toledo International (MTD) | 0.0 | $704k | 600.00 | 1173.33 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $680k | 1.6k | 424.47 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $613k | 5.9k | 104.07 | |
| PNC Financial Services (PNC) | 0.0 | $521k | 2.8k | 186.07 | |
| Revolution Medicines (RVMD) | 0.0 | $521k | 14k | 36.77 | |
| Iqvia Holdings (IQV) | 0.0 | $472k | 3.0k | 157.33 | |
| Net Power (NPWR) | 0.0 | $464k | 188k | 2.47 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $437k | 2.0k | 218.50 | |
| Deere & Company (DE) | 0.0 | $437k | 860.00 | 508.14 | |
| Itron (ITRI) | 0.0 | $434k | 3.3k | 131.52 | |
| Republic Services (RSG) | 0.0 | $431k | 1.8k | 246.29 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $429k | 2.1k | 207.25 | |
| Standex Int'l (SXI) | 0.0 | $420k | 2.7k | 156.42 | |
| Travere Therapeutics (TVTX) | 0.0 | $414k | 28k | 14.79 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $411k | 1.4k | 287.21 | |
| Align Technology (ALGN) | 0.0 | $396k | 2.1k | 189.20 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $394k | 5.3k | 74.02 | |
| Broadcom (AVGO) | 0.0 | $385k | 1.4k | 275.00 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $379k | 1.3k | 285.18 | |
| Boeing Company (BA) | 0.0 | $375k | 1.8k | 209.50 | |
| Enovix Corp (ENVX) | 0.0 | $361k | 35k | 10.31 | |
| Cintas Corporation (CTAS) | 0.0 | $356k | 1.6k | 222.50 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $350k | 6.2k | 56.91 | |
| Doordash (DASH) | 0.0 | $330k | 1.3k | 246.09 | |
| Intel Corporation (INTC) | 0.0 | $327k | 15k | 22.40 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $325k | 65k | 4.98 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $321k | 4.5k | 71.33 | |
| Schlumberger (SLB) | 0.0 | $307k | 9.1k | 33.70 | |
| Emerson Electric (EMR) | 0.0 | $303k | 2.3k | 132.89 | |
| Acuity Brands (AYI) | 0.0 | $298k | 1.0k | 298.00 | |
| Cae (CAE) | 0.0 | $292k | 10k | 29.20 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $292k | 8.0k | 36.50 | |
| Eastern Bankshares (EBC) | 0.0 | $279k | 18k | 15.24 | |
| Clean Harbors (CLH) | 0.0 | $277k | 1.2k | 230.83 | |
| Cigna Corp (CI) | 0.0 | $272k | 824.00 | 330.10 | |
| IDEXX Laboratories (IDXX) | 0.0 | $268k | 500.00 | 536.00 | |
| Netflix (NFLX) | 0.0 | $267k | 200.00 | 1335.00 | |
| Mp Materials Corp (MP) | 0.0 | $266k | 8.0k | 33.25 | |
| LKQ Corporation (LKQ) | 0.0 | $266k | 7.2k | 36.94 | |
| Paychex (PAYX) | 0.0 | $258k | 1.8k | 145.35 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $255k | 10k | 25.50 | |
| Waste Management (WM) | 0.0 | $251k | 1.1k | 228.18 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $245k | 492.00 | 497.97 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $240k | 423.00 | 567.38 | |
| Bloom Energy Corp (BE) | 0.0 | $239k | 10k | 23.90 | |
| Fair Isaac Corporation (FICO) | 0.0 | $237k | 130.00 | 1823.08 | |
| Applovin Corp Class A (APP) | 0.0 | $236k | 675.00 | 349.63 | |
| Monday (MNDY) | 0.0 | $234k | 745.00 | 314.09 | |
| Amgen (AMGN) | 0.0 | $232k | 834.00 | 278.18 | |
| Regal-beloit Corporation (RRX) | 0.0 | $231k | 1.6k | 144.38 | |
| Veralto Corp (VLTO) | 0.0 | $225k | 2.2k | 100.76 | |
| Colgate-Palmolive Company (CL) | 0.0 | $218k | 2.4k | 90.83 | |
| Generac Holdings (GNRC) | 0.0 | $215k | 1.5k | 143.14 | |
| LANDIS GYR GROUP AG UnSponsore (LDGYY) | 0.0 | $209k | 12k | 17.42 | |
| Xylem (XYL) | 0.0 | $206k | 1.6k | 128.75 | |
| Aptiv Holdings (APTV) | 0.0 | $204k | 3.0k | 68.00 | |
| AES Corporation (AES) | 0.0 | $168k | 16k | 10.50 | |
| Energy Recovery (ERII) | 0.0 | $140k | 11k | 12.73 | |
| Clean Energy Fuels (CLNE) | 0.0 | $117k | 60k | 1.95 |