S&CO INC - Portfolio overview

S&CO INC has 156 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. XOM - EXXON MOBIL CORP, 6.90%
  2. BRKB - BERKSHIRE HATHAWAY INC CL B, 6.08%
  3. MSFT - MICROSOFT CORP, 5.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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