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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 $1,610,022
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 172,297 $83,326 5.18%
2.
Berkshire Hathaway Inc
 BRK.A 164,230 $82,550 5.13%
3.
Exxon Mobil Corp
 XOM 526,898 $63,406 3.94%
4.
Apple Inc.
 AAPL 232,949 $63,329 3.93%
5.
Caterpillar Inc
 CAT 105,396 $60,378 3.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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