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Portfolio (Quarterly) Guide ↗

S&CO INC

· CIK 0001082461
13F Portfolio $1.7B AUM 222 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 222 New
Page 12 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 LANDIS GYR GROUP AG UnSponsore 13,000.0 $174K 0.01% NEW $13.38
222 ERII ENERGY RECOVERY, INC. Industrials 13,000.0 $117K 0.01% NEW $9.00 -13.3%
Page 12 of 12  ·  222 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.6%
Industrials 18.2%
Healthcare 14.6%
Basic Materials 13.5%
Consumer Defensive 8.0%
Financial Services 7.7%
Consumer Cyclical 7.2%
Energy 5.8%
Communication Services 5.2%
Utilities 0.1%