S&Co Inc has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.43 Billion distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Exxon Mobil Corp with a value of $69M, Church & Dwight CO Inc with a value of $67.2M, Berkshire Hathaway Inc Class B with a value of $66.7M, Microsoft Corp with a value of $66.7M, and Apple Inc. with a value of $60.1M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $1.42B to 1.43B.

S&Co Inc is based out at Boston, MA

Below you can find more details about S&Co Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.43 Billion
Healthcare: $242 Million
Technology: $214 Million
Basic Materials: $155 Million
Industrials: $142 Million
Financial Services: $131 Million
Communication Services: $118 Million
Energy: $113 Million
Consumer Defensive: $101 Million
Other: $139 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $1.43 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 08, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 17 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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