13F Insight
DOSSIER · 13F-HR · Q1 2026

S&CO INC

$1.6B in tracked AUM across 218 positions as of Q1 2026.

SI
CIK 0001082461 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
218
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

S&CO INC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XOM
EXXON MOBIL CORP
$89M526K5.5%02
BRK/B
BERKSHIRE HATHAWAY INC CL B
$79M164K4.9%03
MSFT
MICROSOFT CORP
$70M190K4.4%04
CAT
CATERPILLAR INC COM
$70M99K4.3%05
CHD
CHURCH & DWIGHT CO INC
$61M650K3.8%06
ECL
ECOLAB INC
$60M226K3.7%07
AAPL
APPLE INC
$59M232K3.7%08
MRK
MERCK & CO INC
$51M426K3.2%09
AMZN
AMAZON.COM INC
$41M197K2.5%10
ADP
AUTOMATIC DATA PROCESSING INC
$41M202K2.5%

Filing history

2026Q1Mar 31
$1.6B▲ 0.1%
218 positionsView →2025Q4Dec 31
$1.6B▼ 1.4%
218 positionsView →2025Q3Sep 30
$1.6B▲ 4.7%
222 positionsView →2025Q2Jun 30
$1.6B▲ 4.7%
223 positionsLocked2025Q1Mar 31
$1.5B▲ 1.1%
217 positionsLocked2024Q4Dec 31
$1.5B▼ 3.7%
210 positionsLocked2024Q3Sep 30
$1.5B▲ 6.7%
219 positionsLocked2024Q2Jun 30
$1.4B▲ 1.0%
217 positionsLocked2024Q1Mar 31
$1.4B▲ 8.9%
210 positionsLocked2023Q4Dec 31
$1.3B▲ 7.1%
192 positionsLocked2023Q3Sep 30
$1.2B▼ 1.9%
184 positionsLocked2023Q2Jun 30
$1.2B▲ 5.4%
183 positionsLocked
Showing 12 of 95