Fund Holdings

S&CO INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP(XOM)0526,003+526,003089,2415.54%+89,241
ASTRAZENECA PLC(AZN)050,765+50,76509,8320.61%+9,832
CATERPILLAR INC COM(CAT)098,827+98,827070,0144.34%+70,014
CHURCH & DWIGHT CO INC(CHD)0650,230+650,230060,6793.76%+60,679
MERCK & CO INC(MRK)0425,528+425,528051,1863.18%+51,186
JOHNSON & JOHNSON(JNJ)0157,098+157,098038,4012.38%+38,401
AIR PRODUCTS & CHEMICALS INC C094,428+94,428027,4301.70%+27,430
ANTERO RESOURCES CORP(AR)0487,604+487,604020,6931.28%+20,693
ROCHE HOLDING LTD SPONSORED AD0140,551+140,55106,8800.43%+6,880
ROYALTY PHARMA PLC CL A(RPRX)0358,377+358,377017,1911.07%+17,191
GCI LIBERTY, INC. CLASS C0134,052+134,05204,9880.31%+4,988
ALKERMES PLC(ALKS)0244,760+244,76008,6540.54%+8,654
CAMECO CORP(CCJ)0327,574+327,574035,5772.21%+35,577
SPDR GOLD TRUST080,565+80,565034,6662.15%+34,666
GE VERNOVA INC(GEV)012,241+12,241010,6850.66%+10,685
LIBERTY MEDIA CORP-LIBERTY LIV(LLYVA)0176,571+176,571016,6171.03%+16,617
LINDE PLC(LIN)026,052+26,052012,9150.80%+12,915
INTUIT, INC.(INTU)014,540+14,54006,2860.39%+6,286
DIAMONDBACK ENERGY INC032,200+32,20006,3680.40%+6,368
CHEVRON CORP NEW COM(CVX)030,024+30,02406,2110.39%+6,211
MASTERCARD INC - A(MA)021,481+21,481010,7330.67%+10,733
ANALOG DEVICES INC COM(ADI)024,789+24,78907,8860.49%+7,886
MOSAIC COMPANY(MOS)0963,667+963,667024,5731.52%+24,573
GFL ENVIRONMENTAL0203,174+203,17408,4760.53%+8,476
VANGUARD FTSE EMERGING MARKET0131,648+131,64807,1150.44%+7,115
UNION PACIFIC CORP(UNP)069,353+69,353016,8261.04%+16,826
EOG RESOURCES INC(EOG)010,835+10,83501,5660.10%+1,566
LIBERTY MEDIA CORP-LIBERTY LIV(LLYVA)049,387+49,38704,5250.28%+4,525
REVOLUTION MEDICINES INC(RVMD)034,171+34,17103,3230.21%+3,323
RANGE RESOURCES CORP(RRC)053,500+53,50002,4170.15%+2,417
ECOLAB INC(ECL)0226,060+226,060060,1363.73%+60,136
H.B. FULLER CO.(FUL)0261,171+261,171016,1091.00%+16,109
OKTA, INC.(OKTA)072,779+72,77905,7280.36%+5,728
NEXTERA ENERGY INC COM028,720+28,72002,6670.17%+2,667
EATON CORP PLC(ETN)08,976+8,97603,2100.20%+3,210
COSTCO WHOLESALE CORP COM02,575+2,57502,5650.16%+2,565
CURTISS-WRIGHT CORP(CW)02,372+2,37201,6150.10%+1,615
VISA INC. CL A(V)037,553+37,553011,3500.70%+11,350
TRANSOCEAN LTD(RIG)045,000+45,00002980.02%+298
LIBERTY GLOBAL LTD-C(LBTYA)0430,465+430,46505,0490.31%+5,049
WISDOMTREE JAPAN HEDGED EQUITY020,000+20,00003,1710.20%+3,171
RTX CORP.(RTX)031,418+31,41806,0600.38%+6,060
CHUBB LIMITED018,916+18,91606,1650.38%+6,165
VANECK GOLD MINERS ETF042,589+42,58903,9080.24%+3,908
LIBERTY BROADBAND-C(LBRDA)0121,034+121,03406,0880.38%+6,088
CSX CORP COM(CSX)05,400+5,40002210.01%+221
COLGATE-PALMOLIVE CO COM(CL)02,400+2,40002040.01%+204
LIBERTY GLOBAL LTD-A(LBTYA)0220,943+220,94302,6710.17%+2,671
ENTERGY CORP (NEW) COM08,966+8,96601,0070.06%+1,007
HONEYWELL INTERNATIONAL INC CO(HON)05,642+5,64201,2750.08%+1,275
INTERACTIVE BROKERS GROUP INC(IBKR)063,080+63,08004,2300.26%+4,230
UNITED THERAPEUTICS CORP(UTHR)01,431+1,43108480.05%+848
MARVELL TECHNOLOGY, INC.(MRVL)010,573+10,57301,0470.06%+1,047
ELANCO ANIMAL HEALTH, INC0111,284+111,28402,6630.17%+2,663
PEPSICO INC(PEP)076,982+76,982011,9540.74%+11,954
CORNING INC COM(GLW)02,550+2,55003460.02%+346
AT&T INC(T)029,034+29,03408410.05%+841
ISHARES GOLD TRUST(IAU)017,174+17,17401,5140.09%+1,514
LIBERTY BROADBAND SER A(LBRDA)066,827+66,82703,3560.21%+3,356
AGCO CORP COM09,325+9,32501,0800.07%+1,080
GENERAC HOLDINGS INC.(GNRC)01,602+1,60203120.02%+312
BLOOM ENERGY CORPORATION CLASS04,000+4,00005410.03%+541
FERGUSON ENTERPRISES INC09,643+9,64302,2490.14%+2,249
STANDEX INTL CORP(SXI)02,685+2,68506840.04%+684
WALMART INC COM(WMT)07,512+7,51209330.06%+933
PENUMBRA, INC.(PEN)05,500+5,50001,8060.11%+1,806
TJX COS INC NEW COM(TJX)022,106+22,10603,5300.22%+3,530
INTEL CORP(INTC)011,734+11,73405170.03%+517
DEERE & CO COM(DE)0860+86004840.03%+484
ISHARES MSCI JAPAN SMALL CAP E015,000+15,00001,4560.09%+1,456
PFIZER INC(PFE)050,218+50,21801,4100.09%+1,410
WEC ENERGY GROUP INC COM040,672+40,67204,7080.29%+4,708
REGAL REXNORD CORP(RRX)01,600+1,60002990.02%+299
LINCOLN ELECTRIC HOLDINGS, INC(LECO)07,000+7,00001,7430.11%+1,743
CLEAN HARBORS INC(CLH)01,200+1,20003440.02%+344
COCA-COLA CO COM(KO)010,236+10,23607780.05%+778
BROOKFIELD RENEWABLE PARTNERS010,000+10,00003260.02%+326
NORTHRUP GRUMMAN CORP.(NOC)0492+49203350.02%+335
TRANE TECHNOLOGIES PLC(TT)01,880+1,88007830.05%+783
VANGUARD FTSE ALL-WORLD EX-US031,256+31,25602,3470.15%+2,347
ATLANTA BRAVES HOLDINGS IN-C019,565+19,56508350.05%+835
MCDONALD'S CORP COM(MCD)08,445+8,44502,6240.16%+2,624
VESTAS WIND SYSTEM A/S UnSPONS060,950+60,95005950.04%+595
TEXAS INSTRUMENTS INC COM(TXN)02,000+2,00003880.02%+388
CLEAN ENERGY FUELS CORP.060,000+60,00001480.01%+148
AMGEN INC COM(AMGN)0834+83402930.02%+293
EASTERN BANKSHARES, INC018,305+18,30503580.02%+358
ISHARES RUSSELL 1000 VALUE IND05,050+5,05001,0790.07%+1,079
HCA HEALTHCARE INC COM(HCA)02,298+2,29801,0870.07%+1,087
WASTE MANAGEMENT, INC(WM)01,100+1,10002520.02%+252
VANGUARD FTSE DEVELOPED ETF06,150+6,15003940.02%+394
ISHARES RUSSELL MIDCAP INDEX E08,344+8,34408110.05%+811
CITIZENS FINANCIAL GROUP INC C(CFG)03,500+3,50002090.01%+209
PRINCIPAL FINANCIAL GROUP INC02,500+2,50002250.01%+225
SEALED AIR CORPORATION06,000+6,00002520.02%+252
ORMAT TECHNOLOGIES INC COM(ORA)02,000+2,00002230.01%+223
GCI LIBERTY, INC. CLASS A010,254+10,25403770.02%+377
PNC FINANCIAL SERVICES GROUP I(PNC)02,800+2,80005820.04%+582
AES CORPORATION(AES)017,000+17,00002390.01%+239
EMERSON ELECTRIC CO COM(EMR)02,280+2,28002980.02%+298
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