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S&CO INC
Family Office
S&CO INC is a Family Office based in Boston, MA led by George West Saltonstall, reporting $2.3B in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).
ChairmanGeorge West Saltonstall
- Portfolio Value
- $1.6B
- Positions
- 211
- Top Holding
- MSFT at 5.59%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in S&CO INC's portfolio (39.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Software - Infrastructure Technology | $86.8M | 5.59% | +$754.1K Bought | 0.00% 167.6K shares | |
Insurance - Diversified Financial Services | $82.9M | 5.33% | -$517.8K Sold | 0.01% 165.0K shares | |
Chemicals - Specialty Basic Materials | $62.6M | 4.03% | -$234.7K Sold | 0.08% 228.6K shares | |
Staffing & Employment Services Industrials | $60.4M | 3.89% | -$675.3K Sold | 0.05% 205.9K shares | |
Oil & Gas Integrated Energy | $60.4M | 3.89% | -$1.3M Sold | 0.01% 535.7K shares | |
Consumer Electronics Technology | $59.4M | 3.82% | -$4.6M Sold | 0.00% 233.1K shares | |
Household & Personal Products Consumer Defensive | $56.9M | 3.66% | -$30.7K Sold | 0.27% 649.4K shares | |
Agricultural - Machinery Industrials | $53.5M | 3.44% | -$2.5M Sold | 0.02% 112.1K shares | |
Uranium Energy | $43.4M | 2.79% | -$4.6M Sold | 0.12% 517.5K shares | |
Specialty Retail Consumer Cyclical | $41.5M | 2.67% | +$3.7M Bought | 0.00% 189.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in S&CO INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+102.82% | |
+100.0% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for S&CO INC
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