Fund Holdings

S&CO INC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
EXXON MOBIL CORP526,898526,003-89563,40689,2415.54%+25,835
ASTRAZENECA PLC(AZN)050,765+50,76509,8320.61%+9,832
CATERPILLAR INC COM(CAT)105,39698,827-6,56960,37870,0144.34%+9,636
CHURCH & DWIGHT CO INC(CHD)644,488650,230+5,74254,04060,6793.76%+6,639
MERCK & CO INC(MRK)425,531425,528-344,79151,1863.18%+6,395
JOHNSON & JOHNSON(JNJ)158,298157,098-1,20032,75938,4012.38%+5,642
AIR PRODUCTS & CHEMICALS INC C94,06794,428+36123,23627,4301.70%+4,194
ANTERO RESOURCES CORP(AR)479,399487,604+8,20516,52020,6931.28%+4,173
ROCHE HOLDING LTD SPONSORED AD53,444140,551+87,1072,7676,8800.43%+4,113
ROYALTY PHARMA PLC CL A(RPRX)358,377358,377013,84717,1911.07%+3,344
GCI LIBERTY, INC. CLASS C45,275134,052+88,7771,6844,9880.31%+3,304
ALKERMES PLC(ALKS)201,760244,760+43,0005,6458,6540.54%+3,009
CAMECO CORP(CCJ)356,326327,574-28,75232,60035,5772.21%+2,977
SPDR GOLD TRUST80,56580,565031,92834,6662.15%+2,738
GE VERNOVA INC(GEV)13,07612,241-8358,54610,6850.66%+2,139
LIBERTY MEDIA CORP-LIBERTY LIV(LLYVA)176,571176,571014,68316,6171.03%+1,934
LINDE PLC(LIN)26,05226,052011,10812,9150.80%+1,807
INTUIT, INC.(INTU)6,93814,540+7,6024,5956,2860.39%+1,691
DIAMONDBACK ENERGY INC31,30032,200+9004,7056,3680.40%+1,663
CHEVRON CORP NEW COM(CVX)30,67930,024-6554,6756,2110.39%+1,536
MASTERCARD INC - A(MA)16,39921,481+5,0829,36110,7330.67%+1,372
ANALOG DEVICES INC COM(ADI)24,78924,78906,7227,8860.49%+1,164
MOSAIC COMPANY(MOS)973,872963,667-10,20523,46024,5731.52%+1,113
GFL ENVIRONMENTAL175,599203,174+27,5757,5418,4760.53%+935
VANGUARD FTSE EMERGING MARKET116,943131,648+14,7056,2867,1150.44%+829
UNION PACIFIC CORP(UNP)69,35369,353016,04216,8261.04%+784
EOG RESOURCES INC(EOG)8,42010,835+2,4158841,5660.10%+682
LIBERTY MEDIA CORP-LIBERTY LIV(LLYVA)47,54749,387+1,8403,8754,5250.28%+650
REVOLUTION MEDICINES INC(RVMD)34,17134,17102,7213,3230.21%+602
RANGE RESOURCES CORP(RRC)53,00053,500+5001,8682,4170.15%+549
ECOLAB INC(ECL)227,070226,060-1,01059,61060,1363.73%+526
H.B. FULLER CO.(FUL)262,956261,171-1,78515,63516,1091.00%+474
OKTA, INC.(OKTA)60,91872,779+11,8615,2675,7280.36%+461
NEXTERA ENERGY INC COM28,72028,72002,3052,6670.17%+362
EATON CORP PLC(ETN)8,9768,97602,8583,2100.20%+352
COSTCO WHOLESALE CORP COM2,5752,57502,2202,5650.16%+345
CURTISS-WRIGHT CORP(CW)2,3722,37201,3071,6150.10%+308
VISA INC. CL A(V)31,49837,553+6,05511,04611,3500.70%+304
TRANSOCEAN LTD(RIG)045,000+45,00002980.02%+298
LIBERTY GLOBAL LTD-C(LBTYA)430,465430,46504,7525,0490.31%+297
WISDOMTREE JAPAN HEDGED EQUITY20,00020,00002,8833,1710.20%+288
RTX CORP.(RTX)31,60831,418-1905,7966,0600.38%+264
CHUBB LIMITED18,91618,91605,9046,1650.38%+261
VANECK GOLD MINERS ETF42,58942,58903,6523,9080.24%+256
LIBERTY BROADBAND-C(LBRDA)120,600121,034+4345,8616,0880.38%+227
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)222,413220,943-1,4702,4772,6710.17%+194
ENTERGY CORP (NEW) COM8,9668,96608281,0070.06%+179
HONEYWELL INTERNATIONAL INC CO(HON)5,6425,64201,1001,2750.08%+175
INTERACTIVE BROKERS GROUP INC(IBKR)63,08063,08004,0564,2300.26%+174
UNITED THERAPEUTICS CORP(UTHR)1,4311,43106978480.05%+151
MARVELL TECHNOLOGY, INC.(MRVL)10,57310,57308981,0470.06%+149
ELANCO ANIMAL HEALTH, INC111,284111,28402,5182,6630.17%+145
PEPSICO INC(PEP)82,28276,982-5,30011,80911,9540.74%+145
CORNING INC COM(GLW)2,5502,55002233460.02%+123
AT&T INC(T)29,03429,03407218410.05%+120
ISHARES GOLD TRUST(IAU)17,17417,17401,3941,5140.09%+120
LIBERTY BROADBAND SER A(LBRDA)67,17266,827-3453,2433,3560.21%+113
AGCO CORP COM9,3259,32509721,0800.07%+108
GENERAC HOLDINGS INC.(GNRC)1,5021,602+1002043120.02%+108
BLOOM ENERGY CORPORATION CLASS5,0004,000-1,0004345410.03%+107
FERGUSON ENTERPRISES INC9,6439,64302,1462,2490.14%+103
STANDEX INTL CORP(SXI)2,6852,68505836840.04%+101
WALMART INC COM(WMT)7,5127,51208369330.06%+97
PENUMBRA, INC.(PEN)5,5005,50001,7101,8060.11%+96
TJX COS INC NEW COM(TJX)22,36122,106-2553,4343,5300.22%+96
INTEL CORP(INTC)11,73411,73404325170.03%+85
DEERE & CO COM(DE)86086004004840.03%+84
ISHARES MSCI JAPAN SMALL CAP E15,00015,00001,3771,4560.09%+79
PFIZER INC(PFE)53,48850,218-3,2701,3311,4100.09%+79
WEC ENERGY GROUP INC COM43,90740,672-3,2354,6304,7080.29%+78
REGAL REXNORD CORP(RRX)1,6001,60002242990.02%+75
LINCOLN ELECTRIC HOLDINGS, INC(LECO)7,0007,00001,6771,7430.11%+66
CLEAN HARBORS INC(CLH)1,2001,20002813440.02%+63
COCA-COLA CO COM(KO)10,23610,23607157780.05%+63
BROOKFIELD RENEWABLE PARTNERS
PARTNERSHIP UNIT
10,00010,00002693260.02%+57
NORTHRUP GRUMMAN CORP.(NOC)49249202803350.02%+55
TRANE TECHNOLOGIES PLC(TT)1,8801,88007317830.05%+52
VANGUARD FTSE ALL-WORLD EX-US31,25631,25602,2992,3470.15%+48
ATLANTA BRAVES HOLDINGS IN-C20,03819,565-4737908350.05%+45
MCDONALD'S CORP COM(MCD)8,4458,44502,5812,6240.16%+43
VESTAS WIND SYSTEM A/S UnSPONS60,95060,95005535950.04%+42
TEXAS INSTRUMENTS INC COM(TXN)2,0702,000-703593880.02%+29
CLEAN ENERGY FUELS CORP.60,00060,00001261480.01%+22
AMGEN INC COM(AMGN)83483402722930.02%+21
EASTERN BANKSHARES, INC18,30518,30503373580.02%+21
ISHARES RUSSELL 1000 VALUE IND5,0505,05001,0621,0790.07%+17
HCA HEALTHCARE INC COM(HCA)2,2982,29801,0721,0870.07%+15
WASTE MANAGEMENT, INC(WM)1,1001,10002412520.02%+11
VANGUARD FTSE DEVELOPED ETF6,1506,15003843940.02%+10
ISHARES RUSSELL MIDCAP INDEX E8,3448,34408038110.05%+8
CITIZENS FINANCIAL GROUP INC C(CFG)3,5003,50002042090.01%+5
PRINCIPAL FINANCIAL GROUP INC2,5002,50002202250.01%+5
SEALED AIR CORPORATION6,0006,00002482520.02%+4
ORMAT TECHNOLOGIES INC COM(ORA)2,0002,00002202230.01%+3
GCI LIBERTY, INC. CLASS A10,24910,254+53773770.02%0
PNC FINANCIAL SERVICES GROUP I(PNC)2,8002,80005845820.04%-2
AES CORPORATION(AES)17,00017,00002432390.01%-4
EMERSON ELECTRIC CO COM(EMR)2,2802,28003022980.02%-4
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