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S&CO INC - Portfolio Stock Holdings

S&CO INC disclosed 180 stock positions in a recent SEC 13F filing. $1,502,309,593 of stock holdings were filed, with the largest holdings including XOM, BRK.B, and CAT. This filing represented positions held on March 31, 2026, and was filed on May 7, 2026.

We estimate the fund has a total AUM of $2,456,013,267 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

March 31, 2026

No. of Stocks:

180

Est. Stock Holding Value:

$1,502,309,593

Top Stock Holdings By Sector

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Portfolio Stock Holdings - S&CO INC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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