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CIK: 0001082461
Total reported value
$1.7B
$1.7B
217 檔
20.2%
At the close of Q1 2025, S&co Inc disclosed equity holdings valued at approximately $1.7B, spread across 217 reported holdings.
In Q1 2025, S&co Inc displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, CHD, XOM) accounted for 20.2% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.92% | -0.14% | -0.04% | |
| 2 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 4.81% | -0.12% | +0.03% | |
| 3 | XOM | Exxon Mobil CORP | Stock-Energy | 4.39% | -5.54% | EXIT | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 4.22% | +0.06% | -0.13% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.08% | -0.10% | +2.05% | |
| 6 | ECL | Ecolab Inc | Stock-Materials | 3.93% | -0.09% | -0.17% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.64% | +0.03% | -10.47% | |
| 8 | ✓ | Stock-Other | 2.57% | — | +5.76% | ||
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.54% | +1.45% | -0.54% | |
| 10 | ABT | Abbott Laboratories | Stock-Healthcare | 2.28% | -0.29% | -2.43% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.16% | +6.03% | |
| 12 | MOS | Mosaic Co/the | Stock-Materials | 2.06% | -0.25% | — | |
| 13 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.88% | -0.10% | +0.22% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.85% | -0.08% | -5.13% | |
| 15 | CCJ | Cameco CORP | Stock-Energy | 1.59% | -0.36% | +1.98% | |
| 16 | ✓ | Stock-Other | 1.56% | — | — | ||
| 17 | PROSY | Prosus NV -spon Adr | Stock-Other | 1.46% | -0.14% | — | |
| 18 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.40% | -0.08% | +7.47% | |
| 19 | ✓ | Stock-Other | 1.27% | — | +27.54% | ||
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.27% | +0.31% | -12.89% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.20% | -0.24% | +10.29% | |
| 22 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 1.16% | +0.14% | -1.78% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.11% | +0.05% | +3.48% | |
| 24 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 1.04% | -0.15% | — | |
| 25 | FMC | Fmc CORP | Stock-Materials | 1.02% | — | +10.57% | |
| 26 | FUL | H.b. Fuller Co. | Stock-Materials | 1.00% | -0.19% | -0.49% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.26% | -5.34% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.15% | -5.35% | |
| 29 | LIN | Linde plc | Stock-Materials | 0.82% | -0.02% | -0.17% | |
| 30 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.82% | -0.16% | +3.60% | |
| 31 | LLYVK* | Liberty Media Corp-liberty-c | Stock-Other | 0.80% | — | +0.42% | |
| 32 | AR | Antero Resources CORP | Stock-Energy | 0.80% | -0.26% | — | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.76% | +0.95% | — | |
| 34 | RPRX | Royalty Pharma plc | Stock-Healthcare | 0.75% | +0.09% | +0.00% | |
| 35 | FWONK | Liberty Media Corp-formula-c | Stock-Comm Services | 0.74% | +0.02% | — | |
| 36 | ✓ | Stock-Other | 0.73% | — | — | ||
| 37 | APO | Apollo Global Management Inc | Stock-Financials | 0.72% | — | — | |
| 38 | MIDD | Middleby CORP | Stock-Industrials | 0.68% | +0.05% | — | |
| 39 | ✓ | Stock-Other | 0.66% | — | -6.96% | ||
| 40 | ✓ | Liberty Latin America LTD | Stock-Other | 0.66% | -0.26% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.65% | +0.32% | +90.83% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.62% | — | -0.60% | |
| 43 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.62% | +0.03% | — | |
| 44 | ✓ | Stock-Other | 0.57% | — | -24.97% | ||
| 45 | ROL | Rollins Inc | Stock-Consumer Disc | 0.57% | -0.14% | — | |
| 46 | ✓ | Stock-Other | 0.57% | — | — | ||
| 47 | ✓ | Stock-Other | 0.55% | — | +0.37% | ||
| 48 | GE | General Electric | Stock-Industrials | 0.54% | +0.11% | -1.22% | |
| 49 | PPLI | People Inc | Stock-Comm Services | 0.52% | +0.01% | — | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.51% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 3 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 4 | ADP | Automatic Data Processing | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | ECL | Ecolab Inc | — | NEW | New buy |
| 7 | AAPL | Apple Inc | — | NEW | New buy |
| 8 | ✓ | — | NEW | New buy | |
| 9 | CAT | Caterpillar Inc | — | NEW | New buy |
| 10 | ABT | Abbott Laboratories | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | MOS | Mosaic Co/the | — | NEW | New buy |
| 13 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | CCJ | Cameco CORP | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | PROSY | Prosus NV -spon Adr | — | NEW | New buy |
| 18 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 19 | ✓ | — | NEW | New buy | |
| 20 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 21 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 22 | SIRI | Sirius Xm Holdings Inc | — | NEW | New buy |
| 23 | UNP | Union Pacific CORP | — | NEW | New buy |
| 24 | LBRDK | Liberty Broadband-c | — | NEW | New buy |
| 25 | FMC | Fmc CORP | — | NEW | New buy |
| 26 | FUL | H.b. Fuller Co. | — | NEW | New buy |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 28 | PEP | Pepsico Inc | — | NEW | New buy |
| 29 | LIN | Linde plc | — | NEW | New buy |
| 30 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 31 | LLYVK* | Liberty Media Corp-liberty-c | — | NEW | New buy |
| 32 | AR | Antero Resources CORP | — | NEW | New buy |
| 33 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 34 | RPRX | Royalty Pharma plc | — | NEW | New buy |
| 35 | FWONK | Liberty Media Corp-formula-c | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | APO | Apollo Global Management Inc | — | NEW | New buy |
| 38 | MIDD | Middleby CORP | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | ✓ | Liberty Latin America LTD | — | NEW | New buy |
| 41 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 42 | AFL | Aflac Inc | — | NEW | New buy |
| 43 | ABNB | Airbnb Inc-class A | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | ROL | Rollins Inc | — | NEW | New buy |
| 46 | ✓ | — | NEW | New buy | |
| 47 | ✓ | — | NEW | New buy | |
| 48 | GE | General Electric | — | NEW | New buy |
| 49 | PPLI | People Inc | — | NEW | New buy |
| 50 | HD | Home Depot Inc | — | NEW | New buy |
According to official SEC Form 13F filings, S&co Inc reported a total U.S. public equity portfolio value of $1.7B across 217 disclosed positions in Q1 2025.
During Q1 2025, S&co Inc's top holdings by market value included BRK-B (5.9%)、CHD (4.8%)、XOM (4.4%). The largest single position, BRK-B, represented 5.9% of total portfolio value.
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Top New Position Initiated
BRK-B
市值: $88.2M
In Q1 2025, S&co Inc made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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