Fund Holdings

S&CO INC

Filing Period:

Comparing Q4 2025 vs Q3 2025

Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.

Showing 1100 of 218 holdings (page size 100)
Issuer
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Change
LIBERTY MEDIA CORP-LIBERTY LIV0176,571+176,571014,683+14,683
MERCK & CO INC422,531425,531+3,00035,46344,791+9,328
ALPHABET INC CLASS C118,098118,183+8528,76237,085+8,323
CATERPILLAR INC COM112,078105,396-6,68253,47860,378+6,900
ALPHABET INC CAP STK CL A95,69695,307-38923,26329,831+6,568
ELI LILLY & CO COM20,02820,209+18115,28121,718+6,437
DIAMONDBACK ENERGY INC031,300+31,30004,705+4,705
APPLE INC233,109232,949-16059,35663,329+3,973
LIBERTY MEDIA CORP-LIBERTY LIV047,547+47,54703,875+3,875
THERMO FISHER SCIENTIFIC INC C42,38941,979-41020,55924,324+3,765
JOHNSON & JOHNSON158,763158,298-46529,43732,759+3,322
SPDR GOLD TRUST80,56580,565028,63831,928+3,290
VISA INC. CL A23,33531,498+8,1637,96611,046+3,080
EXXON MOBIL CORP535,736526,898-8,83860,40463,406+3,002
AMAZON.COM INC189,089190,573+1,48441,51843,988+2,470
SPDR S&P BIOTECH ETF105,097102,227-2,87010,53012,464+1,934
REVOLUTION MEDICINES INC22,17134,171+12,0001,0352,721+1,686
NVIDIA CORP COM71,46379,944+8,48113,33314,909+1,576
ROYALTY PHARMA PLC CL A358,237358,377+14012,63813,847+1,209
ESTEE LAUDER COMPANIES-CL A70,20169,668-5336,1867,295+1,109
MONDAY.COM06,875+6,87501,014+1,014
ANTERO RESOURCES CORP464,398479,399+15,00115,58516,520+935
EXPEDIA GROUP INC COM17,33316,299-1,0343,7044,617+913
CISCO SYSTEMS INC COM109,146108,538-6087,4678,360+893
AIRBNB INC A62,35562,35507,5718,462+891
DIGITALBRIDGE GROUP INC242,300242,30002,8343,716+882
WATERS CORP COM11,08410,954-1303,3234,160+837
TRAVERE THERAPEUTICS, INC.56,00056,00001,3382,139+801
INTUIT, INC.5,7506,938+1,1883,9264,595+669
MIDDLEBY CORPORATION41,82541,800-255,5596,214+655
ILLUMINA, INC.18,00018,00001,7092,360+651
ROCHE HOLDING LTD SPONSORED AD52,15453,444+1,2902,1292,767+638
MORGAN STANLEY COM35,24235,142-1005,6026,238+636
ANALOG DEVICES INC COM24,78924,78906,0906,722+632
INTUITIVE SURGICAL, INC.5,1215,12102,2902,900+610
EDWARDS LIFESCIENCES CORP81,49781,49706,3386,947+609
CITIGROUP INC COM NEW39,64139,64104,0234,625+602
FIRST SOLAR, INC.14,40614,40603,1763,763+587
COGNIZANT TECHNOLOGY SOLUTIONS39,74038,935-8052,6653,231+566
CHUBB LIMITED18,91618,91605,3395,904+565
GCI LIBERTY, INC. CLASS C30,09345,275+15,1821,1211,684+563
RTX CORP.31,60831,60805,2885,796+508
GE VERNOVA INC13,15913,076-838,0918,546+455
DANAHER CORP COM13,18913,18902,6143,019+405
VANECK GOLD MINERS ETF43,19742,589-6083,3003,652+352
IAC INC69,42569,42502,3652,714+349
WISDOMTREE JAPAN HEDGED EQUITY20,00020,00002,5602,883+323
PENUMBRA, INC.5,5005,50001,3931,710+317
BANK OF AMERICA CORP92,48492,48404,7715,086+315
BIO-TECHNE CORPORATION91,10590,695-4105,0685,333+265
VERTEX PHARMACEUTICALS INC COM4,1034,10301,6061,860+254
INSMED INCORPORATED8,3008,30001,1951,444+249
SEALED AIR CORPORATION06,000+6,0000248+248
GE AEROSPACE COM (NEW)37,56537,485-8011,30011,546+246
AMERICAN EXPRESS CO COM6,3866,38602,1212,362+241
INTERNATIONAL BUSINESS MACHINE16,78816,78804,7364,972+236
ORMAT TECHNOLOGIES INC COM02,000+2,0000220+220
FAIR ISAAC CORP COM0130+1300219+219
CONSTELLATION ENERGY CORPORATI8,5208,52002,8033,009+206
CITIZENS FINANCIAL GROUP INC C03,500+3,5000204+204
ROLLINS INC COM156,393156,39309,1869,386+200
VESTAS WIND SYSTEM A/S UnSPONS60,95060,9500383553+170
NEXTERA ENERGY INC COM28,48028,720+2402,1492,305+156
VANGUARD MSCI EUROPEAN INDEX E40,00040,00003,1923,344+152
ISHARES GOLD TRUST17,17417,17401,2491,394+145
JP MORGAN CHASE & CO23,99523,935-607,5687,712+144
3M COMPANY COM31,11531,055-604,8284,971+143
AGILENT TECHNOLOGIES INC COM17,67417,67402,2682,404+136
IQVIA HOLDINGS INC3,0003,0000569676+107
PEPSICO INC83,36782,282-1,08511,70811,809+101
METTLER-TOLEDO INTERNATIONAL I6006000736836+100
UNITED THERAPEUTICS CORP1,4311,4310599697+98
HCA HEALTHCARE INC COM2,2982,29809791,072+93
ISHARES S&P 500/BARRA GROWTH I33,69533,69504,0674,153+86
SALESFORCE INC2,8392,8390672752+80
VANGUARD FTSE ALL-WORLD EX-US31,25631,25602,2302,299+69
MEDTRONIC PLC108,370108,128-24210,32110,386+65
WALMART INC COM7,5127,5120774836+62
EOG RESOURCES INC7,4058,420+1,015830884+54
ALCON INC.11,19611,1960834882+48
AMGEN INC COM8348340235272+37
COCA-COLA CO COM10,23610,2360678715+37
FRANKLIN RESOURCES INC46,49546,49501,0751,110+35
TESLA MOTORS INC5,0955,115+202,2652,300+35
ISHARES RUSSELL 1000 VALUE IND5,0505,05001,0281,062+34
AES CORPORATION16,00017,000+1,000210243+33
GE HEALTHCARE TECHNOLOGIES INC5,2715,218-53395427+32
INTEL CORP12,06211,734-328404432+28
CENTRAL SECURITIES CORP14,74915,473+724757784+27
LINCOLN ELECTRIC HOLDINGS, INC7,0007,00001,6501,677+27
ISHARES S&P 500 VALUE INDEX ET4,3504,3500898922+24
PNC FINANCIAL SERVICES GROUP I2,8002,8000562584+22
VANGUARD TOTAL STOCK MKT ETF2,8822,8820945966+21
BROADCOM INC COM1,2451,2450410430+20
CURTISS-WRIGHT CORP2,3722,37201,2871,307+20
IDEXX LABS INC COM5005000319338+19
ACUITY INC.1,0001,0000344360+16
VANGUARD FTSE DEVELOPED ETF6,1506,1500368384+16
MCDONALD'S CORP COM8,4458,44502,5662,581+15
STANDEX INTL CORP2,6852,6850568583+15
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