Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ROCHE HOLDING LTD SPONSORED AD ROCHE HOLDING LTD SPONSORED AD140.6K shares162.99%2026-03-312026-05-07
Sponsored
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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XOM
-0.17%EXXON MOBIL CORP
Shares526.0K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC CL B
-0.09%BERKSHIRE HATHAWAY INC CL B
Shares164.1K
Event2026-03-31
Filed2026-05-07
MSFT
10.39%MICROSOFT CORP
Shares190.2K
Event2026-03-31
Filed2026-05-07
CAT
-6.23%CATERPILLAR INC COM
Shares98.8K
Event2026-03-31
Filed2026-05-07
CHD
0.89%CHURCH & DWIGHT CO INC
Shares650.2K
Event2026-03-31
Filed2026-05-07
ECL
-0.44%ECOLAB INC
Shares226.1K
Event2026-03-31
Filed2026-05-07
AAPL
-0.25%APPLE INC
Shares232.4K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
-0.00%MERCK & CO INC
Shares425.5K
Event2026-03-31
Filed2026-05-07
AMZN
3.45%AMAZON.COM INC
Shares197.2K
Event2026-03-31
Filed2026-05-07
ADP
-0.38%AUTOMATIC DATA PROCESSING INC
Shares202.0K
Event2026-03-31
Filed2026-05-07
JNJ
-0.76%JOHNSON & JOHNSON
Shares157.1K
Event2026-03-31
Filed2026-05-07
CCJ
-8.07%CAMECO CORP
Shares327.6K
Event2026-03-31
Filed2026-05-07
SPDR GOLD TRUST
0.00%SPDR GOLD TRUST
Shares80.6K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CLASS C
-0.06%ALPHABET INC CLASS C
Shares118.1K
Event2026-03-31
Filed2026-05-07
APD
0.38%AIR PRODUCTS & CHEMICALS INC C
Shares94.4K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL A
-0.23%ALPHABET INC CAP STK CL A
Shares95.1K
Event2026-03-31
Filed2026-05-07
MOS
-1.05%MOSAIC COMPANY
Shares963.7K
Event2026-03-31
Filed2026-05-07
PROSUS NV -SPON ADR
-0.55%PROSUS NV -SPON ADR
Shares2.5M
Event2026-03-31
Filed2026-05-07
AR
1.71%ANTERO RESOURCES CORP
Shares487.6K
Event2026-03-31
Filed2026-05-07
TMO
-0.36%THERMO FISHER SCIENTIFIC INC C
Shares41.8K
Event2026-03-31
Filed2026-05-07
ABT
-11.91%ABBOTT LABS
Shares199.7K
Event2026-03-31
Filed2026-05-07
PYPL
28.82%PAYPAL HOLDINGS INC
Shares445.3K
Event2026-03-31
Filed2026-05-07
LLY
6.48%ELI LILLY & CO COM
Shares21.5K
Event2026-03-31
Filed2026-05-07
RPRX
0.00%ROYALTY PHARMA PLC CL A
Shares358.4K
Event2026-03-31
Filed2026-05-07
UNP
0.00%UNION PACIFIC CORP
Shares69.4K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-LIBERTY LIV
0.00%LIBERTY MEDIA CORP-LIBERTY LIV
Shares176.6K
Event2026-03-31
Filed2026-05-07
FUL
-0.68%H.B. FULLER CO.
Shares261.2K
Event2026-03-31
Filed2026-05-07
PANW
4.29%PALO ALTO NETWORKS INC
Shares86.9K
Event2026-03-31
Filed2026-05-07
SIRIUS XM HOLDINGS INC
-17.11%SIRIUS XM HOLDINGS INC
Shares581.4K
Event2026-03-31
Filed2026-05-07
LINDE PLC
0.00%LINDE PLC
Shares26.1K
Event2026-03-31
Filed2026-05-07
NVIDIA CORP COM
-9.74%NVIDIA CORP COM
Shares72.2K
Event2026-03-31
Filed2026-05-07
SPDR S&P BIOTECH ETF
-7.77%SPDR S&P BIOTECH ETF
Shares94.3K
Event2026-03-31
Filed2026-05-07
PEP
-6.44%PEPSICO INC
Shares77.0K
Event2026-03-31
Filed2026-05-07
UNITEDHEALTH GROUP INC COM
8.32%UNITEDHEALTH GROUP INC COM
Shares44.1K
Event2026-03-31
Filed2026-05-07
V
19.22%VISA INC. CL A
Shares37.6K
Event2026-03-31
Filed2026-05-07
EVERPURE, INC. CLASS A
0.00%EVERPURE, INC. CLASS A
Shares190.4K
Event2026-03-31
Filed2026-05-07
MA
30.99%MASTERCARD INC - A
Shares21.5K
Event2026-03-31
Filed2026-05-07
GE VERNOVA INC
-6.39%GE VERNOVA INC
Shares12.2K
Event2026-03-31
Filed2026-05-07
BSX
-0.64%BOSTON SCIENTIFIC CORP
Shares169.8K
Event2026-03-31
Filed2026-05-07
GE AEROSPACE COM (NEW)
-0.04%GE AEROSPACE COM (NEW)
Shares37.5K
Event2026-03-31
Filed2026-05-07
LIBERTY FORMULA ONE SER C
-0.01%LIBERTY FORMULA ONE SER C
Shares122.5K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares50.8K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares108.1K
Event2026-03-31
Filed2026-05-07
AFL
0.00%AFLAC INC COM
Shares83.6K
Event2026-03-31
Filed2026-05-07
ALKERMES PLC
21.31%ALKERMES PLC
Shares244.8K
Event2026-03-31
Filed2026-05-07
GFL ENVIRONMENTAL
15.70%GFL ENVIRONMENTAL
Shares203.2K
Event2026-03-31
Filed2026-05-07
ROL
0.00%ROLLINS INC COM
Shares156.4K
Event2026-03-31
Filed2026-05-07
CISCO SYSTEMS INC COM
-0.91%CISCO SYSTEMS INC COM
Shares107.5K
Event2026-03-31
Filed2026-05-07
ADI
0.00%ANALOG DEVICES INC COM
Shares24.8K
Event2026-03-31
Filed2026-05-07
ABNB
0.00%AIRBNB INC A
Shares62.4K
Event2026-03-31
Filed2026-05-07
VWO
12.57%VANGUARD FTSE EMERGING MARKET
Shares131.6K
Event2026-03-31
Filed2026-05-07
JP MORGAN CHASE & CO
0.00%JP MORGAN CHASE & CO
Shares23.9K
Event2026-03-31
Filed2026-05-07
APOLLO ASSET MANAGEMENT INC.
0.00%APOLLO ASSET MANAGEMENT INC.
Shares62.9K
Event2026-03-31
Filed2026-05-07
ROCHE HOLDING LTD SPONSORED AD
162.99%ROCHE HOLDING LTD SPONSORED AD
Shares140.6K
Event2026-03-31
Filed2026-05-07
HD
0.00%HOME DEPOT INC COM
Shares20.9K
Event2026-03-31
Filed2026-05-07
EDWARDS LIFESCIENCES CORP
0.00%EDWARDS LIFESCIENCES CORP
Shares81.5K
Event2026-03-31
Filed2026-05-07
DIAMONDBACK ENERGY INC
2.88%DIAMONDBACK ENERGY INC
Shares32.2K
Event2026-03-31
Filed2026-05-07
INTU
109.57%INTUIT, INC.
Shares14.5K
Event2026-03-31
Filed2026-05-07
CVX
-2.14%CHEVRON CORP NEW COM
Shares30.0K
Event2026-03-31
Filed2026-05-07
CHUBB LIMITED
0.00%CHUBB LIMITED
Shares18.9K
Event2026-03-31
Filed2026-05-07
LBRDK
0.36%LIBERTY BROADBAND-C
Shares121.0K
Event2026-03-31
Filed2026-05-07
RTX CORP.
-0.60%RTX CORP.
Shares31.4K
Event2026-03-31
Filed2026-05-07
OKTA
19.47%OKTA, INC.
Shares72.8K
Event2026-03-31
Filed2026-05-07
MS
-2.39%MORGAN STANLEY COM
Shares34.3K
Event2026-03-31
Filed2026-05-07
LILA
-19.14%LIBERTY LATIN AMERICA-CL A
Shares613.4K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-FORMULA-A
-0.96%LIBERTY MEDIA CORP-FORMULA-A
Shares66.6K
Event2026-03-31
Filed2026-05-07
EL
1.57%ESTEE LAUDER COMPANIES-CL A
Shares70.8K
Event2026-03-31
Filed2026-05-07
LIBERTY GLOBAL LTD-C
0.00%LIBERTY GLOBAL LTD-C
Shares430.5K
Event2026-03-31
Filed2026-05-07
SYK
0.00%STRYKER CORP.
Shares15.3K
Event2026-03-31
Filed2026-05-07
GCI LIBERTY, INC. CLASS C
196.08%GCI LIBERTY, INC. CLASS C
Shares134.1K
Event2026-03-31
Filed2026-05-07
BIO-TECHNE CORPORATION
0.00%BIO-TECHNE CORPORATION
Shares90.7K
Event2026-03-31
Filed2026-05-07
WEC ENERGY GROUP INC COM
-7.37%WEC ENERGY GROUP INC COM
Shares40.7K
Event2026-03-31
Filed2026-05-07
TE CONNECTIVITY PLC
-0.44%TE CONNECTIVITY PLC
Shares22.4K
Event2026-03-31
Filed2026-05-07
VIG
-0.25%VANGUARD DIVIDEND APPRECIATION
Shares21.6K
Event2026-03-31
Filed2026-05-07
LIBERTY MEDIA CORP-LIBERTY LIV
3.87%LIBERTY MEDIA CORP-LIBERTY LIV
Shares49.4K
Event2026-03-31
Filed2026-05-07
3M COMPANY COM
0.00%3M COMPANY COM
Shares31.1K
Event2026-03-31
Filed2026-05-07
BAC
0.00%BANK OF AMERICA CORP
Shares92.5K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC COM NEW
0.00%CITIGROUP INC COM NEW
Shares39.6K
Event2026-03-31
Filed2026-05-07
INTERACTIVE BROKERS GROUP INC
0.00%INTERACTIVE BROKERS GROUP INC
Shares63.1K
Event2026-03-31
Filed2026-05-07
IBM
0.00%INTERNATIONAL BUSINESS MACHINE
Shares16.8K
Event2026-03-31
Filed2026-05-07
VANECK GOLD MINERS ETF
0.00%VANECK GOLD MINERS ETF
Shares42.6K
Event2026-03-31
Filed2026-05-07
MIDD
-30.38%MIDDLEBY CORPORATION
Shares29.1K
Event2026-03-31
Filed2026-05-07
IVW
0.00%ISHARES S&P 500/BARRA GROWTH I
Shares33.7K
Event2026-03-31
Filed2026-05-07
EXPEDIA GROUP INC COM
-0.09%EXPEDIA GROUP INC COM
Shares16.3K
Event2026-03-31
Filed2026-05-07
DIGITALBRIDGE GROUP INC
-2.77%DIGITALBRIDGE GROUP INC
Shares235.6K
Event2026-03-31
Filed2026-05-07
TJX
-1.14%TJX COS INC NEW COM
Shares22.1K
Event2026-03-31
Filed2026-05-07
WAT
4.23%WATERS CORP COM
Shares11.4K
Event2026-03-31
Filed2026-05-07
WORKDAY INC A
0.15%WORKDAY INC A
Shares26.1K
Event2026-03-31
Filed2026-05-07
LBRDA
-0.51%LIBERTY BROADBAND SER A
Shares66.8K
Event2026-03-31
Filed2026-05-07
REVOLUTION MEDICINES INC
0.00%REVOLUTION MEDICINES INC
Shares34.2K
Event2026-03-31
Filed2026-05-07
VGK
0.00%VANGUARD MSCI EUROPEAN INDEX E
Shares40.0K
Event2026-03-31
Filed2026-05-07
META PLATFORMS INC
0.00%META PLATFORMS INC
Shares5.7K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC
0.00%EATON CORP PLC
Shares9.0K
Event2026-03-31
Filed2026-05-07
WISDOMTREE JAPAN HEDGED EQUITY
0.00%WISDOMTREE JAPAN HEDGED EQUITY
Shares20.0K
Event2026-03-31
Filed2026-05-07
PG
-5.60%PROCTER & GAMBLE CO
Shares20.4K
Event2026-03-31
Filed2026-05-07
FSLR
1.32%FIRST SOLAR, INC.
Shares14.6K
Event2026-03-31
Filed2026-05-07
WFC
0.00%WELLS FARGO & CO COM
Shares35.6K
Event2026-03-31
Filed2026-05-07
LIBERTY GLOBAL LTD-A
-0.66%LIBERTY GLOBAL LTD-A
Shares220.9K
Event2026-03-31
Filed2026-05-07
NEXTERA ENERGY INC COM
0.00%NEXTERA ENERGY INC COM
Shares28.7K
Event2026-03-31
Filed2026-05-07
ELANCO ANIMAL HEALTH, INC
0.00%ELANCO ANIMAL HEALTH, INC
Shares111.3K
Event2026-03-31
Filed2026-05-07
RBRK
0.00%RUBRIK INC A
Shares53.6K
Event2026-03-31
Filed2026-05-07
MCD
0.00%MCDONALD'S CORP COM
Shares8.4K
Event2026-03-31
Filed2026-05-07
COSTCO WHOLESALE CORP COM
0.00%COSTCO WHOLESALE CORP COM
Shares2.6K
Event2026-03-31
Filed2026-05-07
DHR
0.00%DANAHER CORP COM
Shares13.2K
Event2026-03-31
Filed2026-05-07
ALNYLAM PHARMACEUTICALS INC
-9.76%ALNYLAM PHARMACEUTICALS INC
Shares7.4K
Event2026-03-31
Filed2026-05-07
RRC
0.94%RANGE RESOURCES CORP
Shares53.5K
Event2026-03-31
Filed2026-05-07
CONSTELLATION ENERGY CORPORATI
1.17%CONSTELLATION ENERGY CORPORATI
Shares8.6K
Event2026-03-31
Filed2026-05-07
IAC
-14.40%IAC INC
Shares59.4K
Event2026-03-31
Filed2026-05-07
ISRG
0.00%INTUITIVE SURGICAL, INC.
Shares5.1K
Event2026-03-31
Filed2026-05-07
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US
Shares31.3K
Event2026-03-31
Filed2026-05-07
TESLA MOTORS INC
19.47%TESLA MOTORS INC
Shares6.1K
Event2026-03-31
Filed2026-05-07
FERGUSON ENTERPRISES INC
0.00%FERGUSON ENTERPRISES INC
Shares9.6K
Event2026-03-31
Filed2026-05-07
ILMN
0.00%ILLUMINA, INC.
Shares18.0K
Event2026-03-31
Filed2026-05-07
AGILENT TECHNOLOGIES INC COM
0.00%AGILENT TECHNOLOGIES INC COM
Shares17.7K
Event2026-03-31
Filed2026-05-07
AXP
0.00%AMERICAN EXPRESS CO COM
Shares6.4K
Event2026-03-31
Filed2026-05-07
VERTEX PHARMACEUTICALS INC COM
0.00%VERTEX PHARMACEUTICALS INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-07
PENUMBRA, INC.
0.00%PENUMBRA, INC.
Shares5.5K
Event2026-03-31
Filed2026-05-07
CTSH
-25.68%COGNIZANT TECHNOLOGY SOLUTIONS
Shares28.9K
Event2026-03-31
Filed2026-05-07
LECO
0.00%LINCOLN ELECTRIC HOLDINGS, INC
Shares7.0K
Event2026-03-31
Filed2026-05-07
TRAVERE THERAPEUTICS, INC.
0.00%TRAVERE THERAPEUTICS, INC.
Shares56.0K
Event2026-03-31
Filed2026-05-07
CW
0.00%CURTISS-WRIGHT CORP
Shares2.4K
Event2026-03-31
Filed2026-05-07
EOG
28.68%EOG RESOURCES INC
Shares10.8K
Event2026-03-31
Filed2026-05-07
LOW
1.56%LOWE'S COMPANIES, INC
Shares6.5K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TRUST
0.00%ISHARES GOLD TRUST
Shares17.2K
Event2026-03-31
Filed2026-05-07
SCJ
0.00%ISHARES MSCI JAPAN SMALL CAP E
Shares15.0K
Event2026-03-31
Filed2026-05-07
PFE
-6.11%PFIZER INC
Shares50.2K
Event2026-03-31
Filed2026-05-07
INSM
0.00%INSMED INCORPORATED
Shares8.3K
Event2026-03-31
Filed2026-05-07
INSULET CORPORATION
0.00%INSULET CORPORATION
Shares6.4K
Event2026-03-31
Filed2026-05-07
HON
0.00%HONEYWELL INTERNATIONAL INC CO
Shares5.6K
Event2026-03-31
Filed2026-05-07
HUM
-8.55%HUMANA INC.
Shares7.4K
Event2026-03-31
Filed2026-05-07
ABBVIE INC
-3.86%ABBVIE INC
Shares5.9K
Event2026-03-31
Filed2026-05-07
KMB
0.00%KIMBERLY-CLARK CORP COM
Shares11.9K
Event2026-03-31
Filed2026-05-07
SONY
0.00%SONY GROUP CORPORATION ADR
Shares55.0K
Event2026-03-31
Filed2026-05-07
HCA HEALTHCARE INC COM
0.00%HCA HEALTHCARE INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-07
AGCO
0.00%AGCO CORP COM
Shares9.3K
Event2026-03-31
Filed2026-05-07
IWD
0.00%ISHARES RUSSELL 1000 VALUE IND
Shares5.0K
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY, INC.
0.00%MARVELL TECHNOLOGY, INC.
Shares10.6K
Event2026-03-31
Filed2026-05-07
ENTERGY CORP (NEW) COM
0.00%ENTERGY CORP (NEW) COM
Shares9.0K
Event2026-03-31
Filed2026-05-07
RBLX
0.00%ROBLOX CORP.
Shares16.9K
Event2026-03-31
Filed2026-05-07
ADOBE INC
0.00%ADOBE INC
Shares3.9K
Event2026-03-31
Filed2026-05-07
WMT
0.00%WALMART INC COM
Shares7.5K
Event2026-03-31
Filed2026-05-07
VTI
0.00%VANGUARD TOTAL STOCK MKT ETF
Shares2.9K
Event2026-03-31
Filed2026-05-07
NEUROCRINE BIOSCIENCES, INC.
0.00%NEUROCRINE BIOSCIENCES, INC.
Shares7.0K
Event2026-03-31
Filed2026-05-07
IVE
0.00%ISHARES S&P 500 VALUE INDEX ET
Shares4.3K
Event2026-03-31
Filed2026-05-07
PRIVIA HEALTH GROUP, INC.
0.00%PRIVIA HEALTH GROUP, INC.
Shares42.0K
Event2026-03-31
Filed2026-05-07
UNITED THERAPEUTICS CORP
0.00%UNITED THERAPEUTICS CORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
ALCON INC.
0.00%ALCON INC.
Shares11.2K
Event2026-03-31
Filed2026-05-07
T
0.00%AT&T INC
Shares29.0K
Event2026-03-31
Filed2026-05-07
ATLANTA BRAVES HOLDINGS IN-C
-2.36%ATLANTA BRAVES HOLDINGS IN-C
Shares19.6K
Event2026-03-31
Filed2026-05-07
IWR
0.00%ISHARES RUSSELL MIDCAP INDEX E
Shares8.3K
Event2026-03-31
Filed2026-05-07
MONDAY.COM
68.95%MONDAY.COM
Shares11.6K
Event2026-03-31
Filed2026-05-07
TRANE TECHNOLOGIES PLC
0.00%TRANE TECHNOLOGIES PLC
Shares1.9K
Event2026-03-31
Filed2026-05-07
KO
0.00%COCA-COLA CO COM
Shares10.2K
Event2026-03-31
Filed2026-05-07
CET
-0.03%CENTRAL SECURITIES CORP
Shares15.5K
Event2026-03-31
Filed2026-05-07
MTD
0.00%METTLER-TOLEDO INTERNATIONAL I
Shares600
Event2026-03-31
Filed2026-05-07
SXI
0.00%STANDEX INTL CORP
Shares2.7K
Event2026-03-31
Filed2026-05-07
IWF
-0.64%ISHARES RUSSELL 1000 GROWTH IN
Shares1.5K
Event2026-03-31
Filed2026-05-07
KMPR
0.00%KEMPER CORP
Shares19.9K
Event2026-03-31
Filed2026-05-07
LILAK
-75.64%LIBERTY LATIN AMERICA-CL C
Shares68.9K
Event2026-03-31
Filed2026-05-07
VESTAS WIND SYSTEM A/S UnSPONS
0.00%VESTAS WIND SYSTEM A/S UnSPONS
Shares61.0K
Event2026-03-31
Filed2026-05-07
PNC
0.00%PNC FINANCIAL SERVICES GROUP I
Shares2.8K
Event2026-03-31
Filed2026-05-07
BEN
-50.01%FRANKLIN RESOURCES INC
Shares23.2K
Event2026-03-31
Filed2026-05-07
BE
-20.00%BLOOM ENERGY CORPORATION CLASS
Shares4.0K
Event2026-03-31
Filed2026-05-07
SALESFORCE INC
0.00%SALESFORCE INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
ULTRAGENYX PHARMACEUTICAL, INC
0.00%ULTRAGENYX PHARMACEUTICAL, INC
Shares25.3K
Event2026-03-31
Filed2026-05-07
ZTS
-8.58%ZOETIS INC COM USD0.01 CL A
Shares4.4K
Event2026-03-31
Filed2026-05-07
INTC
0.00%INTEL CORP
Shares11.7K
Event2026-03-31
Filed2026-05-07
IQVIA HOLDINGS INC
0.00%IQVIA HOLDINGS INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
GIS
-12.78%GENERAL MILLS INC COM
Shares13.6K
Event2026-03-31
Filed2026-05-07
DE
0.00%DEERE & CO COM
Shares860
Event2026-03-31
Filed2026-05-07
BAH
0.00%BOOZ ALLEN HAMILTON HLDG CORP
Shares5.9K
Event2026-03-31
Filed2026-05-07
IWO
0.00%ISHARES RUSSELL 2000 GROWTH IN
Shares1.3K
Event2026-03-31
Filed2026-05-07
VEA
0.00%VANGUARD FTSE DEVELOPED ETF
Shares6.2K
Event2026-03-31
Filed2026-05-07
TXN
-3.38%TEXAS INSTRUMENTS INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-07
GCI LIBERTY, INC. CLASS A
0.05%GCI LIBERTY, INC. CLASS A
Shares10.3K
Event2026-03-31
Filed2026-05-07
EASTERN BANKSHARES, INC
0.00%EASTERN BANKSHARES, INC
Shares18.3K
Event2026-03-31
Filed2026-05-07
ZWS
0.00%ZURN ELKAY WATER SOLUTIONS COR
Shares8.0K
Event2026-03-31
Filed2026-05-07
BA
0.00%BOEING CO COM
Shares1.8K
Event2026-03-31
Filed2026-05-07
GLW
0.00%CORNING INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-07
MMC
0.00%MARSH & MCLENNAN COS INC
Shares2.0K
Event2026-03-31
Filed2026-05-07
CLH
0.00%CLEAN HARBORS INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
GE HEALTHCARE TECHNOLOGIES INC
-7.63%GE HEALTHCARE TECHNOLOGIES INC
Shares4.8K
Event2026-03-31
Filed2026-05-07
RSG
-11.43%REPUBLIC SERVICES, INC.
Shares1.6K
Event2026-03-31
Filed2026-05-07
NOC
0.00%NORTHRUP GRUMMAN CORP.
Shares492
Event2026-03-31
Filed2026-05-07
BEP
0.00%BROOKFIELD RENEWABLE PARTNERS
Shares10.0K
Event2026-03-31
Filed2026-05-07
GNRC
6.66%GENERAC HOLDINGS INC.
Shares1.6K
Event2026-03-31
Filed2026-05-07
RRX
0.00%REGAL REXNORD CORP
Shares1.6K
Event2026-03-31
Filed2026-05-07
EMR
0.00%EMERSON ELECTRIC CO COM
Shares2.3K
Event2026-03-31
Filed2026-05-07
TRANSOCEAN LTD
NewTRANSOCEAN LTD
Shares45.0K
Event2026-03-31
Filed2026-05-07
ITRI
0.00%ITRON INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-07
ORACLE CORP COM
19.40%ORACLE CORP COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
AMGN
0.00%AMGEN INC COM
Shares834
Event2026-03-31
Filed2026-05-07
MP
0.00%MP MATERIALS CORP CLASS A
Shares6.0K
Event2026-03-31
Filed2026-05-07
ACUITY INC.
0.00%ACUITY INC.
Shares1.0K
Event2026-03-31
Filed2026-05-07
IDEXX LABS INC COM
0.00%IDEXX LABS INC COM
Shares500
Event2026-03-31
Filed2026-05-07
CTAS
0.00%CINTAS CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-07
APPLOVIN CORPORATION (QSBS STO
0.00%APPLOVIN CORPORATION (QSBS STO
Shares675
Event2026-03-31
Filed2026-05-07
NOVONESIS(NOVOZYMES A/S) ADR C
0.00%NOVONESIS(NOVOZYMES A/S) ADR C
Shares4.5K
Event2026-03-31
Filed2026-05-07
CAE
0.00%CAE INC.
Shares10.0K
Event2026-03-31
Filed2026-05-07
SEALED AIR CORPORATION
0.00%SEALED AIR CORPORATION
Shares6.0K
Event2026-03-31
Filed2026-05-07
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares423
Event2026-03-31
Filed2026-05-07
WASTE MANAGEMENT, INC
0.00%WASTE MANAGEMENT, INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
CHTR
-72.77%CHARTER COMMUNICATIONS INC
Shares1.1K
Event2026-03-31
Filed2026-05-07
AES
0.00%AES CORPORATION
Shares17.0K
Event2026-03-31
Filed2026-05-07
PRINCIPAL FINANCIAL GROUP INC
0.00%PRINCIPAL FINANCIAL GROUP INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
ORA
0.00%ORMAT TECHNOLOGIES INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-07
CSX
NewCSX CORP COM
Shares5.4K
Event2026-03-31
Filed2026-05-07
CIGNA GROUP
0.00%CIGNA GROUP
Shares824
Event2026-03-31
Filed2026-05-07
VERALTO CORP.
8.96%VERALTO CORP.
Shares2.4K
Event2026-03-31
Filed2026-05-07
CFG
0.00%CITIZENS FINANCIAL GROUP INC C
Shares3.5K
Event2026-03-31
Filed2026-05-07
APTIV PLC
0.00%APTIV PLC
Shares3.0K
Event2026-03-31
Filed2026-05-07
CL
NewCOLGATE-PALMOLIVE CO COM
Shares2.4K
Event2026-03-31
Filed2026-05-07
DOORDASH INC (QSBS STOCK)
0.00%DOORDASH INC (QSBS STOCK)
Shares1.3K
Event2026-03-31
Filed2026-05-07
LANDIS GYR GROUP AG UnSponsore
0.00%LANDIS GYR GROUP AG UnSponsore
Shares12.0K
Event2026-03-31
Filed2026-05-07
ENVX
0.00%ENOVIX CORPORATION
Shares35.0K
Event2026-03-31
Filed2026-05-07
CLNE
0.00%CLEAN ENERGY FUELS CORP.
Shares60.0K
Event2026-03-31
Filed2026-05-07
ERII
8.33%ENERGY RECOVERY, INC.
Shares13.0K
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available