S&CO Inc 13F 持仓 · 2026年Q2
S&CO 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 222 只证券，申报市值合计 17.31 亿美元。前几大持仓：CAT（5.79%）、BRKB（4.74%）、MSFT（4.27%）。本季前 25 大持仓中：新建仓 1 只、增持 6 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC. | $100.2M | 5.79% | 94,076 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC CL B | $82.1M | 4.74% | 164,075 | 持平 |
| 3 | MSFT | MICROSOFT CORP | $74.0M | 4.27% | 198,340 | 增持 |
| 4 | XOM | EXXONMOBIL HOLDINGS CORP | $71.9M | 4.15% | 526,003 | 新建仓 |
| 5 | AAPL | APPLE INC | $63.9M | 3.69% | 220,707 | 减持 |
| 6 | CHD | CHURCH & DWIGHT CO INC | $62.9M | 3.64% | 649,655 | 减持 |
| 7 | ECL | ECOLAB INC | $62.9M | 3.64% | 225,862 | 减持 |
| 8 | MRK | MERCK & CO INC | $54.7M | 3.16% | 425,528 | 持平 |
| 9 | AMZN | AMAZON.COM INC | $46.9M | 2.71% | 196,975 | 减持 |
| 10 | ADP | AUTOMATIC DATA PROCESSING INC | $45.2M | 2.61% | 201,978 | 持平 |
| 11 | GOOG | ALPHABET INC CLASS C | $41.7M | 2.41% | 118,113 | 持平 |
| 12 | JNJ | JOHNSON & JOHNSON | $39.9M | 2.30% | 157,098 | 持平 |
| 13 | GOOGL | ALPHABET INC CAP STK CL A | $33.9M | 1.96% | 94,857 | 减持 |
| 14 | CCJ | CAMECO CORP | $31.9M | 1.85% | 313,626 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $31.3M | 1.81% | 91,852 | 增持 |
| 16 | GLD | SPDR GOLD TRUST | $29.7M | 1.71% | 80,565 | 持平 |
| 17 | APD | AIR PRODUCTS & CHEMICALS INC C | $27.7M | 1.60% | 94,594 | 增持 |
| 18 | LLY | ELI LILLY & CO COM | $26.7M | 1.55% | 22,300 | 增持 |
| 19 | MOS | MOSAIC COMPANY | $22.1M | 1.27% | 1.0M | 增持 |
| 20 | PROSY | PROSUS NV -SPON ADR | $21.7M | 1.25% | 2.5M | 增持 |
| 21 | TMO | THERMO FISHER SCIENTIFIC INC C | $20.7M | 1.20% | 41,387 | 减持 |
| 22 | RPRX | ROYALTY PHARMA PLC CL A | $20.1M | 1.16% | 358,302 | 减持 |
| 23 | PYPL | PAYPAL HOLDINGS INC | $18.8M | 1.09% | 436,017 | 减持 |
| 24 | UNP | UNION PACIFIC CORP | $18.9M | 1.09% | 69,353 | 持平 |
| 25 | LLYVK | LIBERTY MEDIA CORP-LIBERTY LIV | $18.5M | 1.07% | 174,783 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR