The Analysis of S&CO INC's Holdings & P&L


Currently, S&CO INC holds 218 types of securities in its portfolio with a total value $1.6M. In the most recent quarter, they have increased their positions in N/A (+50.8K shares, valued at $9.8K), MSFT (+17.9K shares, valued at $6.6K), PYPL (+99.6K shares, valued at $4.5K); decreased their positions in CAT (-6.6K shares, valued at $4.7K), CCJ (-28.8K shares, valued at $3.1K), ABT (-27.0K shares, valued at $2.8K); initiated new positions in N/A (+50.8K shares, valued at $9.8K), N/A (+45.0K shares, valued at $298), CSX (+5.4K shares, valued at $221).


1M P&L
+12.6M+1.18%
3M P&L
+8.8M+0.82%
HY P&L
+59.0M+5.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Specialty Chemicals103.7K
10.1%
2Oil & Gas Integrated95.5K
9.3%
3Software - Infrastructure92.7K
9.0%

Top Industries by Stock Count

1N/A14 stocks
11.4%
2Telecom Services6 stocks
4.9%
3Household & Personal Products5 stocks
4.1%
Stock Holdings
XOM
EXXON MOBIL CORP
-0.17%
Shares526.0K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC CL B
BERKSHIRE HATHAWAY INC CL B
-0.09%
Shares164.1K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP
10.39%
Shares190.2K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC COM
-6.23%
Shares98.8K
Event2026-03-31
Filed2026-05-07
CHD
CHURCH & DWIGHT CO INC
0.89%
Shares650.2K
Event2026-03-31
Filed2026-05-07
ECL
ECOLAB INC
-0.44%
Shares226.1K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE INC
-0.25%
Shares232.4K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
MERCK & CO INC
-0.00%
Shares425.5K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON.COM INC
3.45%
Shares197.2K
Event2026-03-31
Filed2026-05-07
ADP
AUTOMATIC DATA PROCESSING INC
-0.38%
Shares202.0K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
-0.76%
Shares157.1K
Event2026-03-31
Filed2026-05-07
CCJ
CAMECO CORP
-8.07%
Shares327.6K
Event2026-03-31
Filed2026-05-07
SPDR GOLD TRUST
SPDR GOLD TRUST
0.00%
Shares80.6K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CLASS C
ALPHABET INC CLASS C
-0.06%
Shares118.1K
Event2026-03-31
Filed2026-05-07
APD
AIR PRODUCTS & CHEMICALS INC C
0.38%
Shares94.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
-0.23%
Shares95.1K
Event2026-03-31
Filed2026-05-07
MOS
MOSAIC COMPANY
-1.05%
Shares963.7K
Event2026-03-31
Filed2026-05-07
PROSUS NV -SPON ADR
PROSUS NV -SPON ADR
-0.55%
Shares2.5M
Event2026-03-31
Filed2026-05-07
AR
ANTERO RESOURCES CORP
1.71%
Shares487.6K
Event2026-03-31
Filed2026-05-07
TMO
THERMO FISHER SCIENTIFIC INC C
-0.36%
Shares41.8K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABS
-11.91%
Shares199.7K
Event2026-03-31
Filed2026-05-07
PYPL
PAYPAL HOLDINGS INC
28.82%
Shares445.3K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY & CO COM
6.48%
Shares21.5K
Event2026-03-31
Filed2026-05-07
RPRX
ROYALTY PHARMA PLC CL A
0.00%
Shares358.4K
Event2026-03-31
Filed2026-05-07
UNP
UNION PACIFIC CORP
0.00%
Shares69.4K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-LIBERTY LIV
LIBERTY MEDIA CORP-LIBERTY LIV
0.00%
Shares176.6K
Event2026-03-31
Filed2026-05-07
FUL
H.B. FULLER CO.
-0.68%
Shares261.2K
Event2026-03-31
Filed2026-05-07
PANW
PALO ALTO NETWORKS INC
4.29%
Shares86.9K
Event2026-03-31
Filed2026-05-07
SIRIUS XM HOLDINGS INC
SIRIUS XM HOLDINGS INC
-17.11%
Shares581.4K
Event2026-03-31
Filed2026-05-07
LINDE PLC
LINDE PLC
0.00%
Shares26.1K
Event2026-03-31
Filed2026-05-07
NVIDIA CORP COM
NVIDIA CORP COM
-9.74%
Shares72.2K
Event2026-03-31
Filed2026-05-07
SPDR S&P BIOTECH ETF
SPDR S&P BIOTECH ETF
-7.77%
Shares94.3K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO INC
-6.44%
Shares77.0K
Event2026-03-31
Filed2026-05-07
UNITEDHEALTH GROUP INC COM
UNITEDHEALTH GROUP INC COM
8.32%
Shares44.1K
Event2026-03-31
Filed2026-05-07
V
VISA INC. CL A
19.22%
Shares37.6K
Event2026-03-31
Filed2026-05-07
EVERPURE, INC. CLASS A
EVERPURE, INC. CLASS A
0.00%
Shares190.4K
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INC - A
30.99%
Shares21.5K
Event2026-03-31
Filed2026-05-07
GE VERNOVA INC
GE VERNOVA INC
-6.39%
Shares12.2K
Event2026-03-31
Filed2026-05-07
BSX
BOSTON SCIENTIFIC CORP
-0.64%
Shares169.8K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE COM (NEW)
GE AEROSPACE COM (NEW)
-0.04%
Shares37.5K
Event2026-03-31
Filed2026-05-07
LIBERTY FORMULA ONE SER C
LIBERTY FORMULA ONE SER C
-0.01%
Shares122.5K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares50.8K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
MEDTRONIC PLC
0.00%
Shares108.1K
Event2026-03-31
Filed2026-05-07
AFL
AFLAC INC COM
0.00%
Shares83.6K
Event2026-03-31
Filed2026-05-07
ALKERMES PLC
ALKERMES PLC
21.31%
Shares244.8K
Event2026-03-31
Filed2026-05-07
GFL ENVIRONMENTAL
GFL ENVIRONMENTAL
15.70%
Shares203.2K
Event2026-03-31
Filed2026-05-07
ROL
ROLLINS INC COM
0.00%
Shares156.4K
Event2026-03-31
Filed2026-05-07
CISCO SYSTEMS INC COM
CISCO SYSTEMS INC COM
-0.91%
Shares107.5K
Event2026-03-31
Filed2026-05-07
ADI
ANALOG DEVICES INC COM
0.00%
Shares24.8K
Event2026-03-31
Filed2026-05-07
ABNB
AIRBNB INC A
0.00%
Shares62.4K
Event2026-03-31
Filed2026-05-07
VWO
VANGUARD FTSE EMERGING MARKET
12.57%
Shares131.6K
Event2026-03-31
Filed2026-05-07
JP MORGAN CHASE & CO
JP MORGAN CHASE & CO
0.00%
Shares23.9K
Event2026-03-31
Filed2026-05-07
APOLLO ASSET MANAGEMENT INC.
APOLLO ASSET MANAGEMENT INC.
0.00%
Shares62.9K
Event2026-03-31
Filed2026-05-07
ROCHE HOLDING LTD SPONSORED AD
ROCHE HOLDING LTD SPONSORED AD
162.99%
Shares140.6K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC COM
0.00%
Shares20.9K
Event2026-03-31
Filed2026-05-07
EDWARDS LIFESCIENCES CORP
EDWARDS LIFESCIENCES CORP
0.00%
Shares81.5K
Event2026-03-31
Filed2026-05-07
DIAMONDBACK ENERGY INC
DIAMONDBACK ENERGY INC
2.88%
Shares32.2K
Event2026-03-31
Filed2026-05-07
INTU
INTUIT, INC.
109.57%
Shares14.5K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORP NEW COM
-2.14%
Shares30.0K
Event2026-03-31
Filed2026-05-07
CHUBB LIMITED
CHUBB LIMITED
0.00%
Shares18.9K
Event2026-03-31
Filed2026-05-07
LBRDK
LIBERTY BROADBAND-C
0.36%
Shares121.0K
Event2026-03-31
Filed2026-05-07
RTX CORP.
RTX CORP.
-0.60%
Shares31.4K
Event2026-03-31
Filed2026-05-07
OKTA
OKTA, INC.
19.47%
Shares72.8K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY COM
-2.39%
Shares34.3K
Event2026-03-31
Filed2026-05-07
LILA
LIBERTY LATIN AMERICA-CL A
-19.14%
Shares613.4K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-FORMULA-A
LIBERTY MEDIA CORP-FORMULA-A
-0.96%
Shares66.6K
Event2026-03-31
Filed2026-05-07
EL
ESTEE LAUDER COMPANIES-CL A
1.57%
Shares70.8K
Event2026-03-31
Filed2026-05-07
LIBERTY GLOBAL LTD-C
LIBERTY GLOBAL LTD-C
0.00%
Shares430.5K
Event2026-03-31
Filed2026-05-07
SYK
STRYKER CORP.
0.00%
Shares15.3K
Event2026-03-31
Filed2026-05-07
GCI LIBERTY, INC. CLASS C
GCI LIBERTY, INC. CLASS C
196.08%
Shares134.1K
Event2026-03-31
Filed2026-05-07
BIO-TECHNE CORPORATION
BIO-TECHNE CORPORATION
0.00%
Shares90.7K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC COM
WEC ENERGY GROUP INC COM
-7.37%
Shares40.7K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-0.44%
Shares22.4K
Event2026-03-31
Filed2026-05-07
VIG
VANGUARD DIVIDEND APPRECIATION
-0.25%
Shares21.6K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-LIBERTY LIV
LIBERTY MEDIA CORP-LIBERTY LIV
3.87%
Shares49.4K
Event2026-03-31
Filed2026-05-07
3M COMPANY COM
3M COMPANY COM
0.00%
Shares31.1K
Event2026-03-31
Filed2026-05-07
BAC
BANK OF AMERICA CORP
0.00%
Shares92.5K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
0.00%
Shares39.6K
Event2026-03-31
Filed2026-05-07
INTERACTIVE BROKERS GROUP INC
INTERACTIVE BROKERS GROUP INC
0.00%
Shares63.1K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHINE
0.00%
Shares16.8K
Event2026-03-31
Filed2026-05-07
VANECK GOLD MINERS ETF
VANECK GOLD MINERS ETF
0.00%
Shares42.6K
Event2026-03-31
Filed2026-05-07
MIDD
MIDDLEBY CORPORATION
-30.38%
Shares29.1K
Event2026-03-31
Filed2026-05-07
IVW
ISHARES S&P 500/BARRA GROWTH I
0.00%
Shares33.7K
Event2026-03-31
Filed2026-05-07
EXPEDIA GROUP INC COM
EXPEDIA GROUP INC COM
-0.09%
Shares16.3K
Event2026-03-31
Filed2026-05-07
DIGITALBRIDGE GROUP INC
DIGITALBRIDGE GROUP INC
-2.77%
Shares235.6K
Event2026-03-31
Filed2026-05-07
TJX
TJX COS INC NEW COM
-1.14%
Shares22.1K
Event2026-03-31
Filed2026-05-07
WAT
WATERS CORP COM
4.23%
Shares11.4K
Event2026-03-31
Filed2026-05-07
WORKDAY INC A
WORKDAY INC A
0.15%
Shares26.1K
Event2026-03-31
Filed2026-05-07
LBRDA
LIBERTY BROADBAND SER A
-0.51%
Shares66.8K
Event2026-03-31
Filed2026-05-07
REVOLUTION MEDICINES INC
REVOLUTION MEDICINES INC
0.00%
Shares34.2K
Event2026-03-31
Filed2026-05-07
VGK
VANGUARD MSCI EUROPEAN INDEX E
0.00%
Shares40.0K
Event2026-03-31
Filed2026-05-07
META PLATFORMS INC
META PLATFORMS INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
EATON CORP PLC
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-07
WISDOMTREE JAPAN HEDGED EQUITY
WISDOMTREE JAPAN HEDGED EQUITY
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE CO
-5.60%
Shares20.4K
Event2026-03-31
Filed2026-05-07
FSLR
FIRST SOLAR, INC.
1.32%
Shares14.6K
Event2026-03-31
Filed2026-05-07
WFC
WELLS FARGO & CO COM
0.00%
Shares35.6K
Event2026-03-31
Filed2026-05-07
LIBERTY GLOBAL LTD-A
LIBERTY GLOBAL LTD-A
-0.66%
Shares220.9K
Event2026-03-31
Filed2026-05-07
NEXTERA ENERGY INC COM
NEXTERA ENERGY INC COM
0.00%
Shares28.7K
Event2026-03-31
Filed2026-05-07
ELANCO ANIMAL HEALTH, INC
ELANCO ANIMAL HEALTH, INC
0.00%
Shares111.3K
Event2026-03-31
Filed2026-05-07
RBRK
RUBRIK INC A
0.00%
Shares53.6K
Event2026-03-31
Filed2026-05-07
MCD
MCDONALD'S CORP COM
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-07
COSTCO WHOLESALE CORP COM
COSTCO WHOLESALE CORP COM
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-07
DHR
DANAHER CORP COM
0.00%
Shares13.2K
Event2026-03-31
Filed2026-05-07
ALNYLAM PHARMACEUTICALS INC
ALNYLAM PHARMACEUTICALS INC
-9.76%
Shares7.4K
Event2026-03-31
Filed2026-05-07
RRC
RANGE RESOURCES CORP
0.94%
Shares53.5K
Event2026-03-31
Filed2026-05-07
CONSTELLATION ENERGY CORPORATI
CONSTELLATION ENERGY CORPORATI
1.17%
Shares8.6K
Event2026-03-31
Filed2026-05-07
IAC
IAC INC
-14.40%
Shares59.4K
Event2026-03-31
Filed2026-05-07
ISRG
INTUITIVE SURGICAL, INC.
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-07
VEU
VANGUARD FTSE ALL-WORLD EX-US
0.00%
Shares31.3K
Event2026-03-31
Filed2026-05-07
TESLA MOTORS INC
TESLA MOTORS INC
19.47%
Shares6.1K
Event2026-03-31
Filed2026-05-07
FERGUSON ENTERPRISES INC
FERGUSON ENTERPRISES INC
0.00%
Shares9.6K
Event2026-03-31
Filed2026-05-07
ILMN
ILLUMINA, INC.
0.00%
Shares18.0K
Event2026-03-31
Filed2026-05-07
AGILENT TECHNOLOGIES INC COM
AGILENT TECHNOLOGIES INC COM
0.00%
Shares17.7K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO COM
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-07
VERTEX PHARMACEUTICALS INC COM
VERTEX PHARMACEUTICALS INC COM
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
PENUMBRA, INC.
PENUMBRA, INC.
0.00%
Shares5.5K
Event2026-03-31
Filed2026-05-07
CTSH
COGNIZANT TECHNOLOGY SOLUTIONS
-25.68%
Shares28.9K
Event2026-03-31
Filed2026-05-07
LECO
LINCOLN ELECTRIC HOLDINGS, INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-07
TRAVERE THERAPEUTICS, INC.
TRAVERE THERAPEUTICS, INC.
0.00%
Shares56.0K
Event2026-03-31
Filed2026-05-07
CW
CURTISS-WRIGHT CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-07
EOG
EOG RESOURCES INC
28.68%
Shares10.8K
Event2026-03-31
Filed2026-05-07
LOW
LOWE'S COMPANIES, INC
1.56%
Shares6.5K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TRUST
ISHARES GOLD TRUST
0.00%
Shares17.2K
Event2026-03-31
Filed2026-05-07
SCJ
ISHARES MSCI JAPAN SMALL CAP E
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC
-6.11%
Shares50.2K
Event2026-03-31
Filed2026-05-07
INSM
INSMED INCORPORATED
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-07
INSULET CORPORATION
INSULET CORPORATION
0.00%
Shares6.4K
Event2026-03-31
Filed2026-05-07
HON
HONEYWELL INTERNATIONAL INC CO
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-07
HUM
HUMANA INC.
-8.55%
Shares7.4K
Event2026-03-31
Filed2026-05-07
ABBVIE INC
ABBVIE INC
-3.86%
Shares5.9K
Event2026-03-31
Filed2026-05-07
KMB
KIMBERLY-CLARK CORP COM
0.00%
Shares11.9K
Event2026-03-31
Filed2026-05-07
SONY
SONY GROUP CORPORATION ADR
0.00%
Shares55.0K
Event2026-03-31
Filed2026-05-07
HCA HEALTHCARE INC COM
HCA HEALTHCARE INC COM
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-07
AGCO
AGCO CORP COM
0.00%
Shares9.3K
Event2026-03-31
Filed2026-05-07
IWD
ISHARES RUSSELL 1000 VALUE IND
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY, INC.
MARVELL TECHNOLOGY, INC.
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-07
ENTERGY CORP (NEW) COM
ENTERGY CORP (NEW) COM
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-07
RBLX
ROBLOX CORP.
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-07
ADOBE INC
ADOBE INC
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC COM
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-07
VTI
VANGUARD TOTAL STOCK MKT ETF
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-07
NEUROCRINE BIOSCIENCES, INC.
NEUROCRINE BIOSCIENCES, INC.
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-07
IVE
ISHARES S&P 500 VALUE INDEX ET
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-07
PRIVIA HEALTH GROUP, INC.
PRIVIA HEALTH GROUP, INC.
0.00%
Shares42.0K
Event2026-03-31
Filed2026-05-07
UNITED THERAPEUTICS CORP
UNITED THERAPEUTICS CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-07
ALCON INC.
ALCON INC.
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-07
T
AT&T INC
0.00%
Shares29.0K
Event2026-03-31
Filed2026-05-07
ATLANTA BRAVES HOLDINGS IN-C
ATLANTA BRAVES HOLDINGS IN-C
-2.36%
Shares19.6K
Event2026-03-31
Filed2026-05-07
IWR
ISHARES RUSSELL MIDCAP INDEX E
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-07
MONDAY.COM
MONDAY.COM
68.95%
Shares11.6K
Event2026-03-31
Filed2026-05-07
TRANE TECHNOLOGIES PLC
TRANE TECHNOLOGIES PLC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-07
KO
COCA-COLA CO COM
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-07
CET
CENTRAL SECURITIES CORP
-0.03%
Shares15.5K
Event2026-03-31
Filed2026-05-07
MTD
METTLER-TOLEDO INTERNATIONAL I
0.00%
Shares600
Event2026-03-31
Filed2026-05-07
SXI
STANDEX INTL CORP
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-07
IWF
ISHARES RUSSELL 1000 GROWTH IN
-0.64%
Shares1.5K
Event2026-03-31
Filed2026-05-07
KMPR
KEMPER CORP
0.00%
Shares19.9K
Event2026-03-31
Filed2026-05-07
LILAK
LIBERTY LATIN AMERICA-CL C
-75.64%
Shares68.9K
Event2026-03-31
Filed2026-05-07
VESTAS WIND SYSTEM A/S UnSPONS
VESTAS WIND SYSTEM A/S UnSPONS
0.00%
Shares61.0K
Event2026-03-31
Filed2026-05-07
PNC
PNC FINANCIAL SERVICES GROUP I
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-07
BEN
FRANKLIN RESOURCES INC
-50.01%
Shares23.2K
Event2026-03-31
Filed2026-05-07
BE
BLOOM ENERGY CORPORATION CLASS
-20.00%
Shares4.0K
Event2026-03-31
Filed2026-05-07
SALESFORCE INC
SALESFORCE INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-07
ULTRAGENYX PHARMACEUTICAL, INC
ULTRAGENYX PHARMACEUTICAL, INC
0.00%
Shares25.3K
Event2026-03-31
Filed2026-05-07
ZTS
ZOETIS INC COM USD0.01 CL A
-8.58%
Shares4.4K
Event2026-03-31
Filed2026-05-07
INTC
INTEL CORP
0.00%
Shares11.7K
Event2026-03-31
Filed2026-05-07
IQVIA HOLDINGS INC
IQVIA HOLDINGS INC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
GIS
GENERAL MILLS INC COM
-12.78%
Shares13.6K
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO COM
0.00%
Shares860
Event2026-03-31
Filed2026-05-07
BAH
BOOZ ALLEN HAMILTON HLDG CORP
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-07
IWO
ISHARES RUSSELL 2000 GROWTH IN
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
VEA
VANGUARD FTSE DEVELOPED ETF
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-07
TXN
TEXAS INSTRUMENTS INC COM
-3.38%
Shares2.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INC COM
BROADCOM INC COM
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
GCI LIBERTY, INC. CLASS A
GCI LIBERTY, INC. CLASS A
0.05%
Shares10.3K
Event2026-03-31
Filed2026-05-07
EASTERN BANKSHARES, INC
EASTERN BANKSHARES, INC
0.00%
Shares18.3K
Event2026-03-31
Filed2026-05-07
ZWS
ZURN ELKAY WATER SOLUTIONS COR
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-07
BA
BOEING CO COM
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC COM
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
MMC
MARSH & MCLENNAN COS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-07
CLH
CLEAN HARBORS INC
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
GE HEALTHCARE TECHNOLOGIES INC
GE HEALTHCARE TECHNOLOGIES INC
-7.63%
Shares4.8K
Event2026-03-31
Filed2026-05-07
RSG
REPUBLIC SERVICES, INC.
-11.43%
Shares1.6K
Event2026-03-31
Filed2026-05-07
NOC
NORTHRUP GRUMMAN CORP.
0.00%
Shares492
Event2026-03-31
Filed2026-05-07
BEP
BROOKFIELD RENEWABLE PARTNERS
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-07
GNRC
GENERAC HOLDINGS INC.
6.66%
Shares1.6K
Event2026-03-31
Filed2026-05-07
RRX
REGAL REXNORD CORP
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
EMR
EMERSON ELECTRIC CO COM
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-07
TRANSOCEAN LTD
TRANSOCEAN LTD
New
Shares45.0K
Event2026-03-31
Filed2026-05-07
ITRI
ITRON INC COM
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
ORACLE CORP COM
ORACLE CORP COM
19.40%
Shares2.0K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC COM
0.00%
Shares834
Event2026-03-31
Filed2026-05-07
MP
MP MATERIALS CORP CLASS A
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-07
ACUITY INC.
ACUITY INC.
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-07
IDEXX LABS INC COM
IDEXX LABS INC COM
0.00%
Shares500
Event2026-03-31
Filed2026-05-07
CTAS
CINTAS CORP COM
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
APPLOVIN CORPORATION (QSBS STO
APPLOVIN CORPORATION (QSBS STO
0.00%
Shares675
Event2026-03-31
Filed2026-05-07
NOVONESIS(NOVOZYMES A/S) ADR C
NOVONESIS(NOVOZYMES A/S) ADR C
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-07
CAE
CAE INC.
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-07
SEALED AIR CORPORATION
SEALED AIR CORPORATION
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-07
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
0.00%
Shares423
Event2026-03-31
Filed2026-05-07
WASTE MANAGEMENT, INC
WASTE MANAGEMENT, INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
CHTR
CHARTER COMMUNICATIONS INC
-72.77%
Shares1.1K
Event2026-03-31
Filed2026-05-07
AES
AES CORPORATION
0.00%
Shares17.0K
Event2026-03-31
Filed2026-05-07
PRINCIPAL FINANCIAL GROUP INC
PRINCIPAL FINANCIAL GROUP INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
ORA
ORMAT TECHNOLOGIES INC COM
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-07
CSX
CSX CORP COM
New
Shares5.4K
Event2026-03-31
Filed2026-05-07
CIGNA GROUP
CIGNA GROUP
0.00%
Shares824
Event2026-03-31
Filed2026-05-07
VERALTO CORP.
VERALTO CORP.
8.96%
Shares2.4K
Event2026-03-31
Filed2026-05-07
CFG
CITIZENS FINANCIAL GROUP INC C
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-07
APTIV PLC
APTIV PLC
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
CL
COLGATE-PALMOLIVE CO COM
New
Shares2.4K
Event2026-03-31
Filed2026-05-07
DOORDASH INC (QSBS STOCK)
DOORDASH INC (QSBS STOCK)
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
LANDIS GYR GROUP AG UnSponsore
LANDIS GYR GROUP AG UnSponsore
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-07
ENVX
ENOVIX CORPORATION
0.00%
Shares35.0K
Event2026-03-31
Filed2026-05-07
CLNE
CLEAN ENERGY FUELS CORP.
0.00%
Shares60.0K
Event2026-03-31
Filed2026-05-07
ERII
ENERGY RECOVERY, INC.
8.33%
Shares13.0K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
S&CO INC Institutional Holdings, Portfolio & P&L β€” TradeFomo