13F 机构持仓

S&CO INC

BOSTON MA · SEC CIK 0001082461

2026Q22026Q1 更早 9 个季度 🔒
$17.31亿2026Q2 申报市值
222持仓数
38.4%前十大占比 · 第一大 5.8%
13 / 9新建仓 / 清仓
申报市值走势$17.31亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CAT 5.8%
BRK/B 4.7%
MSFT 4.3%
XOM 4.2%
AAPL 3.7%
CHD 3.6%
ECL 3.6%
MRK 3.2%
AMZN 2.7%
ADP 2.6%

2026Q2 买入最多 按季末市值估算

XOM 新建仓+$7,191.50万
RHHBY 加仓+$462.88万
GFL 加仓+$332.37万
MSFT 加仓+$303.75万
CF 新建仓+$263.00万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$8,924.10万
OKTA 减仓-$724.03万
CAT 减仓-$505.93万
LILA 减仓-$357.00万
DIGITALBRIDGE GR 减仓-$352.17万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
— EXXON MOBIL CORP $00.00%0 -526,003-100.0% -$8,924.10万 清仓
CTSH COGNIZANT TECHNOLOGY SOLUTIONS $00.00%0 -28,935-100.0% -$177.50万 清仓
RARE ULTRAGENYX PHARMACEUTICAL, INC $00.00%0 -25,255-100.0% -$52.90万 清仓
IQV IQVIA HOLDINGS INC $00.00%0 -3,000-100.0% -$51.10万 清仓
— GCI LIBERTY, INC. CLASS A $00.00%0 -10,254-100.0% -$37.70万 清仓
— SEALED AIR CORPORATION $00.00%0 -6,000-100.0% -$25.20万 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -1,128-100.0% -$24.30万 清仓
APTV APTIV PLC $00.00%0 -3,000-100.0% -$20.80万 清仓
CLNE CLEAN ENERGY FUELS CORP. $00.00%0 -60,000-100.0% -$14.80万 清仓
ERII ENERGY RECOVERY, INC. $11.70万0.01%13,000 00.0% — 不变
— LANDIS GYR GROUP AG UnSponsore $17.40万0.01%13,000 1,0008.3% $1.34万 加仓
— DIGITALBRIDGE GROUP INC $18.90万0.01%12,000 -223,600-94.9% -$352.17万 减仓
BNY BANK OF NEW YORK MELLON CORP C $20.30万0.01%1,408 1,408— $20.30万 新建仓
IEX IDEX CORPORATION $20.40万0.01%900 900— $20.40万 新建仓
ON ON SEMICONDUCTOR CORP. $20.70万0.01%2,200 2,200— $20.70万 新建仓
ENVX ENOVIX CORPORATION $21.20万0.01%35,000 00.0% — 不变
ORA ORMAT TECHNOLOGIES INC COM $21.70万0.01%2,000 00.0% — 不变
RIG TRANSOCEAN LTD $22.00万0.01%45,000 00.0% — 不变
CL COLGATE-PALMOLIVE CO COM $22.00万0.01%2,400 00.0% — 不变
CI CIGNA GROUP $22.70万0.01%824 00.0% — 不变
HXL HEXCEL CORPORATION $24.00万0.01%2,400 2,400— $24.00万 新建仓
WM WASTE MANAGEMENT, INC $24.50万0.01%1,100 00.0% — 不变
CFG CITIZENS FINANCIAL GROUP INC C $24.50万0.01%3,500 00.0% — 不变
DASH DOORDASH INC (QSBS STOCK) $24.70万0.01%1,341 00.0% — 不变
AES AES CORPORATION $24.90万0.01%17,000 00.0% — 不变
NOC NORTHROP GRUMMAN CORP COM $25.00万0.01%492 00.0% — 不变
CAE CAE INC. $25.00万0.01%10,000 00.0% — 不变
CSX CSX CORP COM $25.60万0.01%5,400 00.0% — 不变
IDXX IDEXX LABS INC COM $26.30万0.02%500 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP INC $26.90万0.02%2,500 00.0% — 不变
CTAS CINTAS CORP COM $27.20万0.02%1,600 00.0% — 不变
— NOVONESIS(NOVOZYMES A/S) ADR C $28.40万0.02%4,500 00.0% — 不变
ITRI ITRON INC COM $28.50万0.02%3,300 00.0% — 不变
VOO VANGUARD S&P 500 ETF $29.00万0.02%423 00.0% — 不变
ROK ROCKWELL AUTOMATION INC COM $29.90万0.02%605 605— $29.90万 新建仓
AMGN AMGEN INC COM $30.20万0.02%834 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES INC $30.80万0.02%4,820 00.0% — 不变
VLTO VERALTO CORP. $31.00万0.02%3,499 1,06643.8% $9.44万 加仓
ZTS ZOETIS,INC. CL A $31.60万0.02%4,410 00.0% — 不变
EMR EMERSON ELECTRIC CO COM $32.60万0.02%2,280 00.0% — 不变
RSG REPUBLIC SERVICES, INC. $33.00万0.02%1,550 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $33.30万0.02%2,000 00.0% — 不变
MP MP MATERIALS CORP CLASS A $33.60万0.02%6,000 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG CORP $34.30万0.02%5,660 -200-3.4% -$1.21万 减仓
BEP BROOKFIELD RENEWABLE PARTNERS $34.70万0.02%10,000 00.0% — 不变
APP APPLOVIN CORPORATION (QSBS STO $34.70万0.02%675 00.0% — 不变
CLH CLEAN HARBORS INC $35.80万0.02%1,200 00.0% — 不变
ORCL ORACLE CORP COM $35.80万0.02%2,445 44522.2% $6.52万 加仓
AYI ACUITY INC. $37.60万0.02%1,000 00.0% — 不变
RRX REGAL REXNORD CORP $38.10万0.02%1,600 00.0% — 不变
BA BOEING CO COM $38.70万0.02%1,790 00.0% — 不变
ZWS ZURN ELKAY WATER SOLUTIONS COR $40.40万0.02%8,000 00.0% — 不变
EBC EASTERN BANKSHARES, INC $40.70万0.02%18,305 00.0% — 不变
VEA VANGUARD FTSE DEVELOPED ETF $43.80万0.03%6,150 00.0% — 不变
ENPH ENPHASE ENERGY, INC. $44.30万0.03%9,000 9,000— $44.30万 新建仓
CRM SALESFORCE INC $44.40万0.03%2,839 00.0% — 不变
LILAK LIBERTY LATIN AMERICA-CL C $46.90万0.03%60,315 -8,591-12.5% -$6.68万 减仓
GNRC GENERAC HOLDINGS INC. $46.90万0.03%1,602 00.0% — 不变
AVGO BROADCOM INC COM $47.00万0.03%1,245 00.0% — 不变
— LIBERTY LATIN AMERICA 9 CUM P $47.20万0.03%21,806 21,806— $47.20万 新建仓
GIS GENERAL MILLS INC COM $47.40万0.03%13,646 00.0% — 不变
KMPR KEMPER CORP $51.30万0.03%19,060 -810-4.1% -$2.18万 减仓
IWO ISHARES RUSSELL 2000 GROWTH IN $52.30万0.03%1,329 00.0% — 不变
DE DEERE & CO COM $54.50万0.03%860 00.0% — 不变
— VESTAS WIND SYSTEM A/S UnSPONS $57.30万0.03%60,950 00.0% — 不变
TXN TEXAS INSTRUMENTS INC COM $59.60万0.03%2,000 00.0% — 不变
T AT&T INC $60.10万0.03%29,034 00.0% — 不变
BE BLOOM ENERGY CORPORATION CLASS $60.50万0.03%2,000 -2,000-50.0% -$60.50万 减仓
HONA HONEYWELL AEROSPACE $62.30万0.04%2,821 2,821— $62.30万 新建仓
HON HONEYWELL TECHNOLOGIES $63.10万0.04%2,821 -2,821-50.0% -$63.10万 减仓
GLW CORNING INC COM $65.10万0.04%2,550 00.0% — 不变
PNC PNC FINANCIAL SERVICES GROUP I $68.90万0.04%2,800 00.0% — 不变
ALC ALCON INC. $75.10万0.04%11,196 00.0% — 不变
IWF ISHARES RUSSELL 1000 GROWTH IN $76.00万0.04%6,126 -42-0.7% -$5,211 减仓
MTD METTLER-TOLEDO INTERNATIONAL I $76.60万0.04%600 00.0% — 不变
BEN FRANKLIN RESOURCES INC $77.30万0.04%23,245 00.0% — 不变
UTHR UNITED THERAPEUTICS CORP $77.50万0.04%1,431 00.0% — 不变
MNDY MONDAY.COM $78.60万0.05%10,870 -745-6.4% -$5.39万 减仓
ADBE ADOBE INC $79.60万0.05%3,887 00.0% — 不变
CET CENTRAL SECURITIES CORP $79.80万0.05%15,215 -254-1.6% -$1.33万 减仓
KO COCA-COLA CO COM $83.10万0.05%10,236 00.0% — 不变
WMT WALMART INC COM $85.00万0.05%7,512 00.0% — 不变
HCA HCA HEALTHCARE INC COM $89.50万0.05%2,298 00.0% — 不变
IWR ISHARES RUSSELL MIDCAP INDEX E $92.00万0.05%8,344 00.0% — 不变
RBLX ROBLOX CORP. $92.10万0.05%16,940 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $92.30万0.05%1,880 00.0% — 不变
PODD INSULET CORPORATION $95.60万0.06%6,285 -100-1.6% -$1.52万 减仓
SXI STANDEX INTL CORP $96.00万0.06%2,685 00.0% — 不变
IVE ISHARES S&P 500 VALUE INDEX ET $98.70万0.06%4,350 00.0% — 不变
BATRK ATLANTA BRAVES HOLDINGS IN-C $101.10万0.06%19,481 -84-0.4% -$4,359 减仓
ETR ENTERGY CORP (NEW) COM $102.90万0.06%8,966 00.0% — 不变
VTI VANGUARD TOTAL STOCK MKT ETF $106.60万0.06%2,882 00.0% — 不变
PRVA PRIVIA HEALTH GROUP, INC. $108.00万0.06%42,000 00.0% — 不变
SONY SONY GROUP CORPORATION ADR $110.30万0.06%55,000 00.0% — 不变
AGCO AGCO CORP COM $111.60万0.06%9,325 00.0% — 不变
NBIX NEUROCRINE BIOSCIENCES, INC. $117.90万0.07%7,000 00.0% — 不变
PFE PFIZER INC $120.90万0.07%50,218 00.0% — 不变
IWD ISHARES RUSSELL 1000 VALUE IND $122.40万0.07%5,050 00.0% — 不变
LILA LIBERTY LATIN AMERICA-CL A $123.60万0.07%157,758 -455,659-74.3% -$357.00万 减仓
IAU ISHARES GOLD TRUST $129.60万0.07%17,174 00.0% — 不变