S&co as of June 30, 2026
Portfolio Holdings for S&co
S&co holds 222 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 5.8 | $100M | 94k | 1064.89 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $82M | 164k | 500.39 | |
| Microsoft Corporation (MSFT) | 4.3 | $74M | 198k | 373.02 | |
| Exxon Mobil Corp | 4.2 | $72M | 526k | 136.72 | |
| Apple (AAPL) | 3.7 | $64M | 221k | 289.36 | |
| Church & Dwight (CHD) | 3.6 | $63M | 650k | 96.88 | |
| Ecolab (ECL) | 3.6 | $63M | 226k | 278.61 | |
| Merck & Co (MRK) | 3.2 | $55M | 426k | 128.50 | |
| Amazon (AMZN) | 2.7 | $47M | 197k | 238.34 | |
| Automatic Data Processing (ADP) | 2.6 | $45M | 202k | 223.95 | |
| Alphabet Inc Class C cs (GOOG) | 2.4 | $42M | 118k | 353.32 | |
| Johnson & Johnson (JNJ) | 2.3 | $40M | 157k | 253.97 | |
| Alphabet Inc Class A cs (GOOGL) | 2.0 | $34M | 95k | 357.37 | |
| Cameco Corporation (CCJ) | 1.8 | $32M | 314k | 101.86 | |
| Palo Alto Networks (PANW) | 1.8 | $31M | 92k | 341.02 | |
| SPDR Gold Trust (GLD) | 1.7 | $30M | 81k | 368.37 | |
| Air Products & Chemicals (APD) | 1.6 | $28M | 95k | 293.18 | |
| Eli Lilly & Co. (LLY) | 1.5 | $27M | 22k | 1199.42 | |
| Mosaic (MOS) | 1.3 | $22M | 1.0M | 21.19 | |
| Prosus N V (PROSY) | 1.3 | $22M | 2.5M | 8.69 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $21M | 41k | 501.34 | |
| Royalty Pharma (RPRX) | 1.2 | $20M | 358k | 56.07 | |
| Union Pacific Corporation (UNP) | 1.1 | $19M | 69k | 272.00 | |
| Paypal Holdings (PYPL) | 1.1 | $19M | 436k | 43.18 | |
| Liberty Live Holdings Inc Com Shs Ser C (LLYVK) | 1.1 | $19M | 175k | 105.64 | |
| UnitedHealth (UNH) | 1.1 | $18M | 44k | 415.63 | |
| Antero Res (AR) | 1.0 | $18M | 505k | 35.14 | |
| Abbott Laboratories (ABT) | 1.0 | $17M | 187k | 90.74 | |
| Sirius XM Holdings (SIRI) | 1.0 | $17M | 569k | 29.54 | |
| Pure Storage Inc - Class A (P) | 0.9 | $15M | 190k | 78.79 | |
| SPDR S&P Biotech (XBI) | 0.9 | $15M | 94k | 158.24 | |
| NVIDIA Corporation (NVDA) | 0.8 | $14M | 72k | 200.08 | |
| Visa (V) | 0.8 | $14M | 42k | 343.09 | |
| H.B. Fuller Company (FUL) | 0.8 | $14M | 242k | 58.29 | |
| Ge Vernova (GEV) | 0.8 | $14M | 12k | 1174.82 | |
| Linde (LIN) | 0.8 | $14M | 26k | 518.92 | |
| General Electric (GE) | 0.8 | $13M | 36k | 373.72 | |
| Alkermes (ALKS) | 0.7 | $13M | 245k | 52.39 | |
| Cisco Systems (CSCO) | 0.7 | $13M | 107k | 117.46 | |
| Roche Holding (RHHBY) | 0.7 | $12M | 230k | 51.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 0.7 | $12M | 123k | 95.14 | |
| MasterCard Incorporated (MA) | 0.7 | $12M | 22k | 513.60 | |
| Gfl Environmental Inc sub vtg (GFL) | 0.6 | $11M | 294k | 36.79 | |
| Pepsi (PEP) | 0.6 | $10M | 76k | 135.39 | |
| AFLAC Incorporated (AFL) | 0.6 | $9.8M | 84k | 117.24 | |
| Analog Devices (ADI) | 0.5 | $9.4M | 24k | 397.16 | |
| Airbnb (ABNB) | 0.5 | $8.9M | 62k | 143.10 | |
| Medtronic (MDT) | 0.5 | $8.5M | 108k | 78.22 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $7.9M | 133k | 59.69 | |
| JPMorgan Chase & Co. (JPM) | 0.4 | $7.6M | 23k | 327.29 | |
| Apollo Global Mgmt (APO) | 0.4 | $7.4M | 63k | 118.30 | |
| Edwards Lifesciences (EW) | 0.4 | $7.4M | 82k | 90.46 | |
| Home Depot (HD) | 0.4 | $7.4M | 21k | 352.66 | |
| Boston Scientific Corporation (BSX) | 0.4 | $7.2M | 170k | 42.68 | |
| Morgan Stanley (MS) | 0.4 | $7.1M | 34k | 209.02 | |
| Astrazeneca Plc Ord (AZN) | 0.4 | $7.1M | 38k | 186.92 | |
| Rollins (ROL) | 0.4 | $6.5M | 156k | 41.73 | |
| Chubb (CB) | 0.4 | $6.4M | 19k | 340.72 | |
| Revolution Medicines (RVMD) | 0.4 | $6.4M | 34k | 187.26 | |
| Diamondback Energy (FANG) | 0.3 | $5.7M | 32k | 175.78 | |
| Liberty Media Corp Del (FWONA) | 0.3 | $5.6M | 64k | 87.53 | |
| Estee Lauder Companies (EL) | 0.3 | $5.6M | 71k | 78.94 | |
| Citigroup (C) | 0.3 | $5.6M | 40k | 139.95 | |
| Raytheon Technologies Corp (RTX) | 0.3 | $5.5M | 29k | 189.70 | |
| Bio-techne Corporation (TECH) | 0.3 | $5.4M | 77k | 70.64 | |
| Bank of America Corporation (BAC) | 0.3 | $5.3M | 93k | 56.97 | |
| Interactive Brokers (IBKR) | 0.3 | $5.2M | 60k | 87.03 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.3 | $5.1M | 22k | 236.59 | |
| 3M Company (MMM) | 0.3 | $5.0M | 31k | 161.91 | |
| Middleby Corporation (MIDD) | 0.3 | $5.0M | 29k | 171.99 | |
| Liberty Live Holdings Inc Com Ser A (LLYVA) | 0.3 | $5.0M | 49k | 101.25 | |
| Chevron Corporation (CVX) | 0.3 | $5.0M | 30k | 165.73 | |
| Stryker Corporation (SYK) | 0.3 | $4.8M | 15k | 314.82 | |
| Wec Energy Group (WEC) | 0.3 | $4.7M | 41k | 116.76 | |
| International Business Machines (IBM) | 0.3 | $4.7M | 17k | 281.15 | |
| Liberty Global Ltd Com Cl C (LBTYK) | 0.3 | $4.7M | 423k | 11.00 | |
| iShares S&P 500 Growth Index (IVW) | 0.3 | $4.6M | 34k | 137.53 | |
| Te Connectivity (TEL) | 0.3 | $4.5M | 22k | 201.58 | |
| Rubrik (RBRK) | 0.2 | $4.3M | 54k | 80.26 | |
| Waters Corporation (WAT) | 0.2 | $4.3M | 11k | 374.97 | |
| Expedia (EXPE) | 0.2 | $4.2M | 16k | 255.88 | |
| Liberty Broadband Cl C (LBRDK) | 0.2 | $4.0M | 122k | 33.26 | |
| Eaton (ETN) | 0.2 | $3.8M | 9.0k | 426.02 | |
| Vanguard European ETF (VGK) | 0.2 | $3.5M | 40k | 88.53 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.2 | $3.5M | 20k | 173.50 | |
| First Solar (FSLR) | 0.2 | $3.4M | 15k | 235.96 | |
| Facebook Inc cl a (META) | 0.2 | $3.2M | 5.7k | 563.22 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.2 | $3.2M | 43k | 75.44 | |
| Travere Therapeutics (TVTX) | 0.2 | $3.2M | 56k | 56.80 | |
| Illumina (ILMN) | 0.2 | $3.2M | 18k | 175.78 | |
| Marvell Technology (MRVL) | 0.2 | $3.1M | 11k | 297.83 | |
| TJX Companies (TJX) | 0.2 | $3.1M | 21k | 151.48 | |
| Tesla Motors (TSLA) | 0.2 | $3.0M | 7.2k | 420.55 | |
| Intuit (INTU) | 0.2 | $3.0M | 12k | 260.98 | |
| Procter & Gamble Company (PG) | 0.2 | $3.0M | 20k | 146.64 | |
| Humana (HUM) | 0.2 | $2.9M | 7.4k | 397.09 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.9M | 35k | 82.63 | |
| Iac Interactivecorp | 0.2 | $2.7M | 59k | 46.16 | |
| Elanco Animal Health (ELAN) | 0.2 | $2.7M | 111k | 24.60 | |
| Okta Inc cl a (OKTA) | 0.2 | $2.7M | 20k | 136.40 | |
| Danaher Corporation (DHR) | 0.2 | $2.7M | 14k | 190.44 | |
| CF Industries Holdings (CF) | 0.2 | $2.6M | 24k | 108.23 | |
| Nextera Energy (NEE) | 0.2 | $2.6M | 30k | 87.74 | |
| Gci Liberty Inc Com Ser C (GLIBK) | 0.2 | $2.6M | 122k | 21.56 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $2.6M | 31k | 83.73 | |
| Liberty Global Ltd Com Cl A (LBTYA) | 0.1 | $2.5M | 221k | 11.37 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.4M | 2.6k | 935.15 | |
| Agilent Technologies Inc C ommon (A) | 0.1 | $2.3M | 18k | 132.79 | |
| Ferguson (FERG) | 0.1 | $2.3M | 9.6k | 237.27 | |
| Workday Inc cl a (WDAY) | 0.1 | $2.3M | 19k | 122.38 | |
| McDonald's Corporation (MCD) | 0.1 | $2.3M | 8.4k | 270.22 | |
| Alnylam Pharmaceuticals (ALNY) | 0.1 | $2.2M | 7.4k | 300.95 | |
| American Express Company (AXP) | 0.1 | $2.2M | 6.4k | 338.24 | |
| Constellation Energy (CEG) | 0.1 | $2.1M | 8.6k | 248.29 | |
| Liberty Broadband Corporation (LBRDA) | 0.1 | $2.1M | 64k | 33.27 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $2.0M | 4.1k | 496.71 | |
| Intuitive Surgical (ISRG) | 0.1 | $2.0M | 5.1k | 397.58 | |
| Range Resources (RRC) | 0.1 | $2.0M | 54k | 37.18 | |
| Reddit (RDDT) | 0.1 | $2.0M | 12k | 173.54 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $1.9M | 7.0k | 265.43 | |
| Curtiss-Wright (CW) | 0.1 | $1.8M | 2.4k | 757.59 | |
| Penumbra (PEN) | 0.1 | $1.7M | 5.5k | 315.64 | |
| Uber Technologies (UBER) | 0.1 | $1.7M | 23k | 72.15 | |
| Intel Corporation (INTC) | 0.1 | $1.6M | 12k | 139.59 | |
| iShares MSCI Jpan Smll Cap Ind Fund (SCJ) | 0.1 | $1.6M | 15k | 105.27 | |
| MercadoLibre (MELI) | 0.1 | $1.5M | 900.00 | 1696.67 | |
| Abbvie (ABBV) | 0.1 | $1.5M | 5.9k | 251.49 | |
| Lowe's Companies (LOW) | 0.1 | $1.4M | 6.5k | 220.36 | |
| EOG Resources (EOG) | 0.1 | $1.4M | 11k | 129.68 | |
| Insmed (INSM) | 0.1 | $1.4M | 13k | 106.62 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.3M | 12k | 109.70 | |
| iShares Gold Trust (IAU) | 0.1 | $1.3M | 17k | 75.46 | |
| Liberty Latin America (LILA) | 0.1 | $1.2M | 158k | 7.83 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $1.2M | 5.1k | 242.38 | |
| Pfizer (PFE) | 0.1 | $1.2M | 50k | 24.07 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $1.2M | 7.0k | 168.43 | |
| AGCO Corporation (AGCO) | 0.1 | $1.1M | 9.3k | 119.68 | |
| Sony Corporation (SONY) | 0.1 | $1.1M | 55k | 20.05 | |
| Privia Health Group (PRVA) | 0.1 | $1.1M | 42k | 25.71 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $1.1M | 2.9k | 369.88 | |
| Entergy Corporation (ETR) | 0.1 | $1.0M | 9.0k | 114.77 | |
| Atlanta Braves Hldgs Inc Com Ser C (BATRK) | 0.1 | $1.0M | 20k | 51.90 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $987k | 4.4k | 226.90 | |
| Standex Int'l (SXI) | 0.1 | $960k | 2.7k | 357.54 | |
| Insulet Corporation (PODD) | 0.1 | $956k | 6.3k | 152.11 | |
| Trane Technologies (TT) | 0.1 | $923k | 1.9k | 490.96 | |
| Roblox Corp (RBLX) | 0.1 | $921k | 17k | 54.37 | |
| iShares Russell Midcap Index Fund (IWR) | 0.1 | $920k | 8.3k | 110.26 | |
| Hca Holdings (HCA) | 0.1 | $895k | 2.3k | 389.47 | |
| Wal-Mart Stores (WMT) | 0.0 | $850k | 7.5k | 113.15 | |
| Coca-Cola Company (KO) | 0.0 | $831k | 10k | 81.18 | |
| Central Securities (CET) | 0.0 | $798k | 15k | 52.45 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $796k | 3.9k | 204.79 | |
| Monday (MNDY) | 0.0 | $786k | 11k | 72.31 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $775k | 1.4k | 541.58 | |
| Franklin Resources (BEN) | 0.0 | $773k | 23k | 33.25 | |
| Mettler-Toledo International (MTD) | 0.0 | $766k | 600.00 | 1276.67 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $760k | 6.1k | 124.06 | |
| Alcon (ALC) | 0.0 | $751k | 11k | 67.08 | |
| PNC Financial Services (PNC) | 0.0 | $689k | 2.8k | 246.07 | |
| Corning Incorporated (GLW) | 0.0 | $651k | 2.6k | 255.29 | |
| Honeywell International (HON) | 0.0 | $631k | 2.8k | 223.68 | |
| Honeywell Aerospace (HONA) | 0.0 | $623k | 2.8k | 220.84 | |
| Bloom Energy Corp (BE) | 0.0 | $605k | 2.0k | 302.50 | |
| At&t (T) | 0.0 | $601k | 29k | 20.70 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $596k | 2.0k | 298.00 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $573k | 61k | 9.40 | |
| Deere & Company (DE) | 0.0 | $545k | 860.00 | 633.72 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $523k | 1.3k | 393.53 | |
| Kemper Corp Del (KMPR) | 0.0 | $513k | 19k | 26.91 | |
| General Mills (GIS) | 0.0 | $474k | 14k | 34.74 | |
| Liberty Latin America Ltd 9 Fxd Cum Pref | 0.0 | $472k | 22k | 21.65 | |
| Broadcom (AVGO) | 0.0 | $470k | 1.2k | 377.51 | |
| Generac Holdings (GNRC) | 0.0 | $469k | 1.6k | 292.76 | |
| Liberty Latin America Ser C (LILAK) | 0.0 | $469k | 60k | 7.78 | |
| salesforce (CRM) | 0.0 | $444k | 2.8k | 156.39 | |
| 4068594 Enphase Energy (ENPH) | 0.0 | $443k | 9.0k | 49.22 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $438k | 6.2k | 71.22 | |
| Eastern Bankshares (EBC) | 0.0 | $407k | 18k | 22.23 | |
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $404k | 8.0k | 50.50 | |
| Boeing Company (BA) | 0.0 | $387k | 1.8k | 216.20 | |
| Regal-beloit Corporation (RRX) | 0.0 | $381k | 1.6k | 238.12 | |
| Acuity Brands (AYI) | 0.0 | $376k | 1.0k | 376.00 | |
| Oracle Corporation (ORCL) | 0.0 | $358k | 2.4k | 146.42 | |
| Clean Harbors (CLH) | 0.0 | $358k | 1.2k | 298.33 | |
| Applovin Corp Class A (APP) | 0.0 | $347k | 675.00 | 514.07 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $347k | 10k | 34.70 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $343k | 5.7k | 60.60 | |
| Mp Materials Corp (MP) | 0.0 | $336k | 6.0k | 56.00 | |
| Marsh & McLennan Companies (MRSH) | 0.0 | $333k | 2.0k | 166.50 | |
| Republic Services (RSG) | 0.0 | $330k | 1.6k | 212.90 | |
| Emerson Electric (EMR) | 0.0 | $326k | 2.3k | 142.98 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $316k | 4.4k | 71.66 | |
| Veralto Corp (VLTO) | 0.0 | $310k | 3.5k | 88.60 | |
| Ge Healthcare Technologies I (GEHC) | 0.0 | $308k | 4.8k | 63.90 | |
| Amgen (AMGN) | 0.0 | $302k | 834.00 | 362.11 | |
| Rockwell Automation (ROK) | 0.0 | $299k | 605.00 | 494.21 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $290k | 423.00 | 685.58 | |
| Itron (ITRI) | 0.0 | $285k | 3.3k | 86.36 | |
| Novozymes A/s Unspons (NVZMY) | 0.0 | $284k | 4.5k | 63.11 | |
| Cintas Corporation (CTAS) | 0.0 | $272k | 1.6k | 170.00 | |
| Principal Financial (PFG) | 0.0 | $269k | 2.5k | 107.60 | |
| IDEXX Laboratories (IDXX) | 0.0 | $263k | 500.00 | 526.00 | |
| CSX Corporation (CSX) | 0.0 | $256k | 5.4k | 47.41 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $250k | 492.00 | 508.13 | |
| Cae (CAE) | 0.0 | $250k | 10k | 25.00 | |
| AES Corporation (AES) | 0.0 | $249k | 17k | 14.65 | |
| Doordash (DASH) | 0.0 | $247k | 1.3k | 184.19 | |
| Waste Management (WM) | 0.0 | $245k | 1.1k | 222.73 | |
| Citizens Financial (CFG) | 0.0 | $245k | 3.5k | 70.00 | |
| Hexcel Corporation (HXL) | 0.0 | $240k | 2.4k | 100.00 | |
| Cigna Corp (CI) | 0.0 | $227k | 824.00 | 275.49 | |
| Transocean (RIG) | 0.0 | $220k | 45k | 4.89 | |
| Colgate-Palmolive Company (CL) | 0.0 | $220k | 2.4k | 91.67 | |
| Ormat Technologies (ORA) | 0.0 | $217k | 2.0k | 108.50 | |
| Enovix Corp (ENVX) | 0.0 | $212k | 35k | 6.06 | |
| ON Semiconductor (ON) | 0.0 | $207k | 2.2k | 94.09 | |
| IDEX Corporation (IEX) | 0.0 | $204k | 900.00 | 226.67 | |
| Bank of New York Mellon Corporation (BNY) | 0.0 | $203k | 1.4k | 144.18 | |
| DigitalBridge Group (DBRG) | 0.0 | $189k | 12k | 15.75 | |
| LANDIS GYR GROUP AG UnSponsore (LDGYY) | 0.0 | $174k | 13k | 13.38 | |
| Energy Recovery (ERII) | 0.0 | $117k | 13k | 9.00 |