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Home > Institutional Investor > S&co Inc > Profile

Instuitional Investor - S&co Inc

Fund Profile
Filing Period:
Fund Name: S&co Inc
Portfolio Value $1,731,078
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Caterpillar Inc
 CAT 94,076 $100,181 5.79%
2.
Berkshire Hathaway Inc
 BRK-B 164,075 $82,101 4.74%
3.
Microsoft Corp
 MSFT 198,340 $73,984 4.27%
4.
Exxonmobil Holdings Corp
 526,003 $71,915 4.15%
5.
Apple Inc.
 AAPL 220,707 $63,863 3.69%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.