S&co Inc.
Annual return '25
+34.7%
SPY '25
+17.7%
Alpha
+17.0ptsvs SPY
Invested
$1.6M
Holdings
218
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 85%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$XOM
EXXON MOBIL CORP
Q1 2026: Sold 0.8% (980.9k → 973.5k shares)
5.5%
02
$BRK/B
BERKSHIRE HATHAWAY INC CL B
Q4 2025: Increased +158.6% (165.0k → 426.5k shares)
4.9%
03
$MSFT
MICROSOFT CORP
Q4 2025: Increased +931.3% (167.6k → 1.73M shares)
4.4%
04
$CAT
CATERPILLAR INC COM
Q4 2025: Sold 2.9% (112.1k → 108.9k shares)
4.3%
05
$CHD
CHURCH & DWIGHT CO INC
Q1 2026: Sold 1.3% (55.9k → 55.1k shares)
3.8%
06
$ECL
ECOLAB INC
Q4 2025: Sold 74.1% (228.6k → 59.3k shares)
3.7%
07
$AAPL
APPLE INC
Q1 2026: Sold 0.5% (3.44M → 3.42M shares)
3.7%
08
$MRK
MERCK & CO INC
Q4 2025: Increased +36.6% (422.5k → 577.3k shares)
3.2%
09
$AMZN
AMAZON.COM INC
Q1 2026: Increased +0.6% (2.26M → 2.28M shares)
2.5%
10
$ADP
AUTOMATIC DATA PROCESSING INC
Q4 2025: Sold 54.3% (205.9k → 94.1k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:37 UTC.