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S&CO INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

S&CO INC

报告期 2026-03-31 · CIK 0001082461

持仓数

218

前50大市值合计

$1.28B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

25Q2 调仓2025-03-31 → 2025-06-30 · 共 130 项建仓 13增持 48减持 62清仓 7

方向

标的

Δ市值

现股数(环比)

增持

MSFT MICROSOFT CORP

+$21.8M

166,181 +3%

减持

CCJ CAMECO CORP

+$18.7M

571,834 -1%

减持

MOS MOSAIC CO/THE

+$10.6M

1,131,593 -0%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

CHD CHURCH & DWIGHT CO INC

-$9.3M

649,735 -0%

增持

CAT CATERPILLAR INC COM

+$7.6M

117,275 +2%

增持

BRK/B BERKSHIRE HATHAWAY INC CL B

-$7.6M

165,994 +0%

增持

AMZN AMAZON.COM INC

+$6.9M

172,428 +6%

减持

— EXXON MOBIL CORP

-$6.4M

547,707 -0%

减持

PPLI IAC INC

-$5.1M

69,425 -59%

增持

PYPL PAYPAL HOLDINGS INC

+$4.7M

228,104 +22%

增持

— UNITEDHEALTH GROUP INC COM

-$4.7M

45,768 +27%

减持

— MERCK & CO INC

-$4.6M

425,871 -0%

减持

PROSY PROSUS NV -SPON ADR

+$4.5M

2,363,814 -0%

减持

HUM HUMANA INC.

-$4.0M

8,138 -64%

增持

TMO THERMO FISHER SCIENTIFIC INC C

-$3.7M

42,161 +1%

减持

— SUNRISE COMMUNICAT-CL A

-$3.5M

47,957 -63%

减持

— GE VERNOVA INC

+$3.3M

14,859 -0%

清仓

WBD WARNER BROS. DISCOVERY, INC. S

-$3.2M

0 -100%

减持

ECL ECOLAB INC

+$3.2M

229,412 -1%

减持

PEP PEPSICO INC

-$2.9M

89,247 -9%

增持

— GFL ENVIRONMENTAL

+$2.8M

114,260 +87%

减持

— LIBERTY LATIN AMERICA-CL A

-$2.8M

1,150,751 -26%

增持

AAPL APPLE INC

-$2.8M

251,069 +3%

减持

JNJ JOHNSON & JOHNSON

-$2.5M

163,723 -1%

增持

CHTR CHARTER COMMUNICATIONS INC

+$2.5M

13,863 +61%

减持

LBRDK LIBERTY BROADBAND-C

+$2.4M

181,728 -0%

增持

— LIBERTY MEDIA CORP-LIBERTY LIV

+$2.4M

177,006 +1%

减持

GOOG ALPHABET INC CLASS C

+$2.3M

119,412 -1%

减持

GE GE AEROSPACE COM (NEW)

+$2.3M

40,039 -0%

减持

GOOGL ALPHABET INC CAP STK CL A

+$2.1M

95,645 -0%

增持

FWONK LIBERTY FORMULA ONE SER C

+$1.9M

122,897 +1%

增持

MA MASTERCARD INC - A

+$1.8M

13,316 +29%

增持

V VISA INC. CL A

+$1.7M

20,626 +29%

增持

RBRK RUBRIK INC A

+$1.6M

26,433 +100%

增持

ADP AUTOMATIC DATA PROCESSING INC

+$1.4M

208,215 +1%

减持

APD AIR PRODUCTS & CHEMICALS INC C

-$1.3M

94,882 -0%

增持

EL ESTEE LAUDER COMPANIES-CL A

+$1.3M

70,201 +5%

减持

ILMN ILLUMINA, INC.

-$1.2M

16,000 -54%

减持

— INSULET CORPORATION

-$1.2M

6,385 -47%

增持

— CONSTELLATION ENERGY CORPORATI

+$1.1M

8,520 +7%

增持

RRC RANGE RESOURCES CORP

+$1.1M

58,300 +86%

增持

LBRDA LIBERTY BROADBAND SER A

+$1.1M

81,425 +0%

减持

BSX BOSTON SCIENTIFIC CORP

+$1.1M

176,786 -1%

减持

— JP MORGAN CHASE & CO

+$1.1M

24,318 -0%

增持

— INTERACTIVE BROKERS GROUP INC

+$1.0M

64,920 +318%

减持

— ALKERMES PLC

-$1.0M

220,585 -1%

减持

ABNB AIRBNB INC A

-$988.0K

62,355 -19%

减持

INTC INTEL CORP

-$974.0K

14,601 -75%

减持

FUL H.B. FULLER CO.

+$973.0K

264,856 -1%

增持

— EATON CORP PLC

+$972.0K

9,000 +9%

增持

FWONA LIBERTY MEDIA CORP-FORMULA-A

+$949.0K

67,947 +1%

减持

MS MORGAN STANLEY COM

+$852.0K

36,152 -1%

建仓

INSM INSMED INCORPORATED

+$835.0K

8,300

减持

SIRI SIRIUS XM HOLDINGS INC

-$785.0K

718,017 -6%

减持

IBM INTERNATIONAL BUSINESS MACHINE

+$749.0K

16,788 -1%

减持

ABT ABBOTT LABS

-$676.0K

244,965 -4%

减持

— LIBERTY LATIN AMERICA-CL C

-$657.0K

485,348 -18%

增持

OXY OCCIDENTAL PETROLEUM CORP

-$639.0K

124,920 +5%

增持

— LIBERTY MEDIA CORP-LIBERTY LIV

+$630.0K

49,152 +1%

减持

— CISCO SYSTEMS INC COM

+$615.0K

164,608 -6%

增持

FSLR FIRST SOLAR, INC.

+$601.0K

14,406 +2%

减持

— TE CONNECTIVITY PLC

+$591.0K

24,243 -2%

减持

— AKAMAI TECHNOLOGIES

-$589.0K

44,027 -14%

增持

— FERGUSON ENTERPRISES INC

+$582.0K

9,643 +2%

增持

— BIO-TECHNE CORPORATION

-$504.0K

85,465 +2%

增持

VWO VANGUARD FTSE EMERGING MARKET

+$498.0K

111,972 +1%

减持

UNP UNION PACIFIC CORP

-$479.0K

70,071 -0%

减持

— MEDTRONIC PLC

-$445.0K

108,561 -2%

清仓

— NEXTDOOR HOLDINGS, INC. CL A

-$439.0K

0 -100%

减持

— LIBERTY GLOBAL LTD-A

-$438.0K

253,043 -2%

减持

— EDWARDS LIFESCIENCES CORP

+$423.0K

82,147 -1%

建仓

— TRAVERE THERAPEUTICS, INC.

+$414.0K

28,000

减持

IVW ISHARES S&P 500/BARRA GROWTH I

+$406.0K

33,695 -5%

增持

ROL ROLLINS INC COM

+$390.0K

156,393 +0%

减持

KMB KIMBERLY-CLARK CORP COM

-$380.0K

17,606 -5%

减持

— 3M COMPANY COM

-$379.0K

37,580 -10%

清仓

— SOLVENTUM CORP.

-$379.0K

0 -100%

增持

FMC FMC CORP

+$367.0K

374,336 +3%

增持

AFL AFLAC INC COM

-$360.0K

84,270 +1%

减持

ZTS ZOETIS INC COM USD0.01 CL A

-$360.0K

9,696 -15%

清仓

— BIOGEN INC

-$351.0K

0 -100%

减持

WFC WELLS FARGO & CO COM

+$349.0K

44,503 -1%

清仓

— GLOBAL PAYMENTS INC.

-$341.0K

0 -100%

增持

— NEUROCRINE BIOSCIENCES, INC.

+$326.0K

7,000 +40%

减持

APO APOLLO ASSET MANAGEMENT INC.

-$325.0K

72,880 -6%

减持

— BLUEPRINT MEDICINES CORP

+$318.0K

12,000 -13%

减持

— CHUBB LIMITED

-$301.0K

19,609 -1%

建仓

— NETFLIX INC COM

+$267.0K

200

建仓

MP MP MATERIALS CORP CLASS A

+$266.0K

8,000

建仓

— BROOKFIELD RENEWABLE PARTNERS

+$255.0K

10,000

清仓

UPS UNITED PARCEL SERVICE INC CL B

-$249.0K

0 -100%

建仓

FICO FAIR ISAAC CORP COM

+$237.0K

130

建仓

— APPLOVIN CORPORATION (QSBS STO

+$236.0K

675

建仓

— MONDAY.COM

+$234.0K

745

建仓

RRX REGAL REXNORD CORP

+$231.0K

1,600

减持

MCD MCDONALD'S CORP COM

-$227.0K

8,445 -2%

建仓

— VERALTO CORP.

+$225.0K

2,233

建仓

GNRC GENERAC HOLDINGS INC.

+$215.0K

1,502

增持

— SPDR S&P BIOTECH ETF

+$214.0K

104,837 +0%

清仓

— PRINCIPAL FINANCIAL GROUP INC

-$210.0K

0 -100%

减持

T AT&T INC

-$209.0K

28,987 -22%

建仓

— XYLEM INC.

+$206.0K

1,600

建仓

— APTIV PLC

+$204.0K

3,000

增持

WAT WATERS CORP COM

-$201.0K

12,584 +1%

增持

ENVX ENOVIX CORPORATION

+$200.0K

35,000 +59%

增持

LLY ELI LILLY & CO COM

-$198.0K

12,100 +4%

增持

— REVOLUTION MEDICINES INC

+$197.0K

14,171 +55%

增持

— ULTRAGENYX PHARMACEUTICAL, INC

+$185.0K

25,255 +25%

减持

LOW LOWE'S COMPANIES, INC

-$182.0K

6,763 -6%

增持

— WORKDAY INC A

+$168.0K

26,037 +0%

增持

BATRK ATLANTA BRAVES HOLDINGS IN-C

+$165.0K

24,357 +0%

减持

NPWR NET POWER INC

-$156.0K

188,000 -20%

减持

VWDRY VESTAS WIND SYSTEM A/S UnSPONS

-$132.0K

65,300 -35%

增持

MTD METTLER-TOLEDO INTERNATIONAL I

+$114.0K

600 +20%

减持

AGCO AGCO CORP COM

+$112.0K

11,234 -1%

减持

— COSTCO WHOLESALE CORP COM

+$111.0K

2,594 -0%

减持

IWF ISHARES RUSSELL 1000 GROWTH IN

+$97.0K

1,602 -1%

减持

PFE PFIZER INC

-$91.0K

57,649 -2%

减持

— ALCON INC.

-$81.0K

11,280 -1%

增持

DHR DANAHER CORP COM

-$75.0K

12,189 +1%

增持

EOG EOG RESOURCES INC

-$60.0K

7,105 +0%

增持

LDGYY LANDIS GYR GROUP AG UnSponsore

+$47.0K

12,000 +9%

减持

KO COCA-COLA CO COM

-$38.0K

10,696 -4%

增持

AR ANTERO RESOURCES CORP

+$31.0K

295,713 +1%

增持

SLB SCHLUMBERGER LTD NV COM

+$25.0K

9,110 +35%

减持

— AGILENT TECHNOLOGIES INC COM

+$17.0K

17,674 -0%

减持

CTAS CINTAS CORP COM

-$13.0K

1,600 -11%

减持

— LINDE PLC

+$9.0K

26,101 -1%

减持

— EXPEDIA GROUP INC COM

+$9.0K

17,333 -0%

增持

AES AES CORPORATION

+$7.0K

16,000 +23%