Long-term investor
S&co Inc. @scoinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001082461).
Record
- Tracked since 2025-06-30 (448 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +7.9% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 27% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAT · 5.8% · long · since 2025-06-30
- BRK-B · 4.7% · long · since 2025-06-30
- MSFT · 4.3% · long · since 2025-06-30
- 30233Q108 · 4.2% · long · since 2026-06-30
- AAPL · 3.7% · long · since 2025-06-30
- CHD · 3.6% · long · since 2025-06-30
- ECL · 3.6% · long · since 2025-06-30
- MRK · 3.2% · long · since 2025-06-30
- AMZN · 2.7% · long · since 2025-06-30
- ADP · 2.6% · long · since 2025-06-30
- 02079K107 · 2.4% · long · since 2025-06-30
- JNJ · 2.3% · long · since 2025-06-30