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S&CO Inc.
S&CO INC is an SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm specializes in asset management for high net worth individuals, pooled investment vehicles, and charitable organizations. With approximately 15 employees as of 2025, S&CO INC oversees assets for about 345 accounts, primarily in discretionary portfolios. Founded prior to its earliest SEC filings, the firm focuses on providing bespoke wealth management and investment advisory services, serving both individuals and smaller institutions. The company is known for running dedicated funds in sectors such as health sciences, environmental sustainability, and international investment opportunities.
Investment Strategy
S&CO INC employs a discretionary, actively managed investment approach with diversified portfolios across equities, fixed income, and specialized thematic funds. The firm manages dedicated funds for environmental sustainability, health sciences, and international markets, allocating capital based on market and sector analysis. It serves primarily high net worth individuals, pooled vehicles, and selected charities, with an emphasis on long-term growth and sector-specific opportunities derived from in-house research. S&CO INC regularly files Form 13F and maintains a value-driven philosophy focused on risk management and portfolio optimization through its array of specialized funds and core equity holdings.
Latest 13F Filing Activity
S&CO Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 222 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Cameco Corp., Mosaic Co/the among other positions. S&CO Inc. reduced exposure to Church & Dwight Co. Inc., Berkshire Hathaway Inc. CL B, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (222)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.30% | $82.7M | 166,181 | $143.56 | $497.41 | +$21.8M |
| BERKSHIRE HATHAWAY INC CL B | 5.17% | $80.6M | 165,994 | $87.43 | $485.77 | -$7.6M | |
A ADP | AUTOMATIC DATA PROCESSING INC | 4.12% | $64.2M | 208,215 | $45.21 | $308.40 | +$1.4M |
C CHD | CHURCH & DWIGHT CO INC | 4.00% | $62.4M | 649,735 | $27.24 | $96.11 | -$9.3M |
E ECL | ECOLAB INC | 3.96% | $61.8M | 229,412 | $71.61 | $269.44 | +$3.2M |
Industry Allocation
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