S&CO Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing the firm's equity securities portfolio as of September 30, 2026. The filing lists a total of 221 separate holdings held by the firm.
The report identifies Jason Ries as the operations contact for the Boston-based filer, located at 50 Congress Street, Room 800. The filing was submitted on November 10, 2026.
The portfolio includes a diverse mix of large-cap United States equities, international companies, and exchange-traded funds. Notable positions include significant stakes in Microsoft Corporation, with 103,343 shares, and Johnson & Johnson, with 41,481 shares. Other major holdings include Visa Inc. Class A (15,312 shares), Procter & Gamble Co. (2,966 shares), and UnitedHealth Group Inc. (15,018 shares).
The filing also lists substantial positions in energy and materials sectors, such as Mosaic Company (22,359 shares) and ExxonMobil Holdings Corp. (85,423 shares). International exposure is represented by holdings in companies like NovoZymes A/S (286 shares) and Stryker Corp. (4,215 shares). Additionally, the portfolio includes various exchange-traded funds, including the Vanguard S&P 500 ETF (310 shares) and the SPDR Gold Trust (30,720 shares).
