§ 13F · FUND PROFILE
S&CO INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2M (13F)Positions · 222Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 526K | $89K | 5.5% | ±0% |
| 2 | BRK/B | BERKSHIRE HATHAWAY INC CL B | 164K | $79K | 4.9% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 190K | $70K | 4.4% | +10% |
| 4 | CAT | CATERPILLAR INC COM | 99K | $70K | 4.3% | −6% |
| 5 | CHD | CHURCH & DWIGHT CO INC | 650K | $61K | 3.8% | +1% |
| 6 | ECL | ECOLAB INC | 226K | $60K | 3.7% | ±0% |
| 7 | AAPL | APPLE INC | 232K | $59K | 3.7% | ±0% |
| 8 | MRK | MERCK & CO INC | 426K | $51K | 3.2% | ±0% |
| 9 | AMZN | AMAZON.COM INC | 197K | $41K | 2.5% | +3% |
| 10 | ADP | AUTOMATIC DATA PROCESSING INC | 202K | $41K | 2.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE S&CO SIGNAL
AC read
S&CO INC is a Other fund managing $2 million in assets. The fund runs a broad portfolio of 222 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed