S&CO INC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1082461
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.6M
Holdings
218
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
S&CO INC disclosed 218 positions worth $1.6M in its Form 13F-HR for Q1 2026, led by $XOM (EXXON MOBIL CORP) at 5.5% of the equity portfolio, followed by $BRK.B and $MSFT. During the quarter the fund opened 4 new positions and exited 4 and a full exit from $CP. The portfolio is most concentrated in Technology (23.4% of disclosed assets). All figures are sourced directly from S&CO INC’s Form 13F-HR filing with the SEC under CIK 1082461.
AI Fund Analysis
Stable
$XOM5.5% weight
Held 5 quarters
$BRK-A4.9% weight
Held 9 quarters
$MSFT4.4% weight
Held 9 quarters
$CAT4.3% weight
Held 9 quarters
$CHD3.8% weight
Held 9 quarters
$MSFT8 quarters accumulating
$AMZN8 quarters accumulating
$PYPL8 quarters accumulating
$V8 quarters accumulating
VANGUARD FTSE EMERGING MAR
6 quarters accumulating
Sector Allocation
TechnologyHealthcareFinancialsMaterialsEnergyIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 61.8#782
Quality
$89.2K526,003 sh - 64.5#634
Quality
$78.6K164,075 sh - 83.7#15
Quality
$70.4K190,197 sh - 67.8
Quality
$70.0K98,827 sh - 65.3
Quality
$60.7K650,230 sh - 64.3
Quality
$60.1K226,060 sh - 76.1
Quality
$59.0K232,357 sh - 70.9
Quality
$51.2K425,528 sh - 74.6
Quality
$41.1K197,153 sh - 77.9
Quality
$41.0K201,978 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| EXXON MOBIL CORP$XOM | 61.8#782 | $89.2K | 526,003 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $78.6K | 164,075 |
| MICROSOFT CORP$MSFT | 83.7#15 | $70.4K | 190,197 |
| CATERPILLAR INC$CAT | 67.8 | $70.0K | 98,827 |
| CHURCH & DWIGHT CO INC /DE/$CHD | 65.3 | $60.7K | 650,230 |
 ECOLAB INC.$ECL | 64.3 | $60.1K | 226,060 |
 Apple Inc.$AAPL | 76.1 | $59.0K | 232,357 |
 Merck & Co., Inc.$MRK | 70.9 | $51.2K | 425,528 |
| AMAZON COM INC$AMZN | 74.6 | $41.1K | 197,153 |
 AUTOMATIC DATA PROCESSING INC$ADP | 77.9 | $41.0K | 201,978 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of S&CO INC's 218 positions.
Showing top 10 of 218 holdings.
Sector Allocation
Technology
$376,890
Healthcare
$238,488
Financials
$216,560
Materials
$178,776
Energy
$126,794
Industrials
$123,314
Other
$101,833
Consumer Staples
$82,149
Full Holdings — S&CO INC (Q1 2026)
All 218 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $XOM | EXXON MOBIL CORP | $89,241 | 5.5% | -0% | 61.8 |
| 2 | $BRK.B | BERKSHIRE HATHAWAY INC | $78,624 | 4.9% | -0% | 64.5 |
| 3 | $MSFT | MICROSOFT CORP | $70,405 | 4.4% | +10% | 83.7 |
| 4 | $CAT | CATERPILLAR INC | $70,014 | 4.3% | -6% | 67.8 |
| 5 | $CHD | CHURCH & DWIGHT CO INC /DE/ | $60,679 | 3.8% | +1% | 65.3 |
| 6 | $ECL | ECOLAB INC. | $60,136 | 3.7% | -0% | 64.3 |
| 7 | $AAPL | Apple Inc. | $58,969 | 3.7% | -0% | 76.1 |
| 8 | $MRK | Merck & Co., Inc. | $51,186 | 3.2% | -0% | 70.9 |
| 9 | $AMZN | AMAZON COM INC | $41,061 | 2.5% | +3% | 74.6 |
| 10 | $ADP | AUTOMATIC DATA PROCESSING INC | $41,037 | 2.5% | -0% | 77.9 |
| 11 |  $JNJ | JOHNSON & JOHNSON | $38,401 | 2.4% | -1% | 72.8 |
| 12 |  $CCJ | CAMECO CORP | $35,577 | 2.2% | -8% | — |
| 13 |  $GLD | SPDR GOLD TRUST | $34,666 | 2.1% | +0% | — |
| 14 |  $GOOGL | Alphabet Inc. | $33,881 | 2.1% | -0% | 80.2 |
| 15 |  $APD | Air Products & Chemicals, Inc. | $27,430 | 1.7% | +0% | 41.2 |
| 16 |  $GOOG | Alphabet Inc. | $27,343 | 1.7% | -0% | 80.2 |
| 17 |  $MOS | MOSAIC CO | $24,573 | 1.5% | -1% | 54.3 |
| 18 | — | PROSUS NV -SPON ADR | $22,434 | 1.4% | -1% | — |
| 19 |  $AR | ANTERO RESOURCES Corp | $20,693 | 1.3% | +2% | 80.1 |
| 20 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $20,559 | 1.3% | -0% | 63.7 |
| 21 |  $ABT | ABBOTT LABORATORIES | $20,505 | 1.3% | -12% | 67 |
| 22 | $PYPL | PayPal Holdings, Inc. | $20,139 | 1.3% | +29% | 70.5 |
| 23 |  $LLY | ELI LILLY & Co | $19,792 | 1.2% | +6% | 89.3 |
| 24 |  $RPRX | Royalty Pharma plc | $17,191 | 1.1% | +0% | — |
| 25 |  $UNP | UNION PACIFIC CORP | $16,826 | 1.0% | +0% | 74 |
| 26 |  $LLYVA | Liberty Live Holdings, Inc. | $16,617 | 1.0% | +0% | — |
| 27 |  $FUL | FULLER H B CO | $16,109 | 1.0% | -1% | 57.2 |
| 28 |  $PANW | Palo Alto Networks Inc | $13,935 | 0.9% | +4% | 66.5 |
| 29 |  $SIRI | SIRIUS XM HOLDINGS INC. | $13,419 | 0.8% | -17% | 37.7 |
| 30 |  $LIN | LINDE PLC | $12,915 | 0.8% | +0% | — |
| 31 |  $NVDA | NVIDIA CORP | $12,584 | 0.8% | -10% | 90.2 |
| 32 | — | SPDR S&P BIOTECH ETF | $12,042 | 0.8% | -8% | — |
| 33 |  $PEP | PEPSICO INC | $11,954 | 0.7% | -6% | 62.7 |
| 34 |  $UNH | UNITEDHEALTH GROUP INC | $11,925 | 0.7% | +8% | 66.8 |
| 35 | $V | VISA INC. | $11,350 | 0.7% | +19% | 83.5 |
| 36 | — | EVERPURE, INC. CLASS A | $11,242 | 0.7% | +0% | — |
| 37 |  $MA | Mastercard Inc | $10,733 | 0.7% | +31% | 81.7 |
| 38 |  $GEV | GE Vernova Inc. | $10,685 | 0.7% | -6% | 70.1 |
| 39 |  $BSX | BOSTON SCIENTIFIC CORP | $10,654 | 0.7% | -1% | 79.9 |
| 40 |  $GE | GENERAL ELECTRIC CO | $10,633 | 0.7% | -0% | 74.8 |
| 41 |  $FWONA | Liberty Media Corp | $10,417 | 0.7% | -0% | 51 |
| 42 | — | ASTRAZENECA PLC | $9,832 | 0.6% | NEW | — |
| 43 |  $MDT | Medtronic plc | $9,369 | 0.6% | +0% | — |
| 44 |  $AFL | AFLAC INC | $9,168 | 0.6% | +0% | 60.3 |
| 45 |  $ALKS | Alkermes plc. | $8,654 | 0.5% | +21% | — |
| 46 |  $GFL | GFL Environmental Inc. | $8,476 | 0.5% | +16% | — |
| 47 |  $ROL | ROLLINS INC | $8,352 | 0.5% | +0% | 73.2 |
| 48 |  $CSCO | CISCO SYSTEMS, INC. | $8,344 | 0.5% | -1% | 72.3 |
| 49 |  $ADI | ANALOG DEVICES INC | $7,886 | 0.5% | +0% | 76.2 |
| 50 |  $ABNB | Airbnb, Inc. | $7,874 | 0.5% | +0% | 70.1 |
| 51 | — | VANGUARD FTSE EMERGING MARKET | $7,115 | 0.4% | +13% | — |
| 52 |  $JPM | JPMORGAN CHASE & CO | $7,040 | 0.4% | +0% | 35.6 |
| 53 |  $APO | Apollo Global Management, Inc. | $7,006 | 0.4% | +0% | 55.7 |
| 54 | — | ROCHE HOLDING LTD SPONSORED AD | $6,880 | 0.4% | +163% | — |
| 55 |  $HD | HOME DEPOT, INC. | $6,869 | 0.4% | +0% | 69.2 |
| 56 |  $EW | Edwards Lifesciences Corp | $6,526 | 0.4% | +0% | 67.6 |
| 57 |  $FANG | Diamondback Energy, Inc. | $6,368 | 0.4% | +3% | 81.4 |
| 58 |  $INTU | INTUIT INC. | $6,286 | 0.4% | +110% | 82 |
| 59 |  $CVX | CHEVRON CORP | $6,211 | 0.4% | -2% | 54.7 |
| 60 |  $CB | Chubb Ltd | $6,165 | 0.4% | +0% | — |
| 61 |  $LBRDA | Liberty Broadband Corp | $6,088 | 0.4% | +0% | 59.4 |
| 62 |  $RTX | RTX Corp | $6,060 | 0.4% | -1% | 70 |
| 63 |  $OKTA | Okta, Inc. | $5,728 | 0.4% | +19% | 67.3 |
| 64 |  $MS | MORGAN STANLEY | $5,645 | 0.3% | -2% | — |
| 65 |  $LILA | Liberty Latin America Ltd. | $5,299 | 0.3% | -19% | — |
| 66 | $FWONA | Liberty Media Corp | $5,199 | 0.3% | -1% | 51 |
| 67 |  $EL | ESTEE LAUDER COMPANIES INC | $5,078 | 0.3% | +2% | 52.5 |
| 68 |  $LBTYA | Liberty Global Ltd. | $5,049 | 0.3% | +0% | — |
| 69 |  $SYK | STRYKER CORP | $5,029 | 0.3% | +0% | 69.8 |
| 70 |  $GLIBA | Liberty Capital Corp/NV | $4,988 | 0.3% | +196% | 30.3 |
| 71 |  $TECH | BIO-TECHNE Corp | $4,739 | 0.3% | +0% | 59.6 |
| 72 |  $WEC | WEC ENERGY GROUP, INC. | $4,708 | 0.3% | -7% | 67 |
| 73 |  $TEL | TE Connectivity plc | $4,681 | 0.3% | -0% | — |
| 74 | — | VANGUARD DIVIDEND APPRECIATION | $4,652 | 0.3% | -0% | — |
| 75 | $LLYVA | Liberty Live Holdings, Inc. | $4,525 | 0.3% | +4% | — |
| 76 |  $MMM | 3M CO | $4,510 | 0.3% | +0% | 60.7 |
| 77 |  $BAC | BANK OF AMERICA CORP /DE/ | $4,508 | 0.3% | +0% | 68.4 |
| 78 |  $C | CITIGROUP INC | $4,495 | 0.3% | +0% | 54.8 |
| 79 |  $IBKR | Interactive Brokers Group, Inc. | $4,230 | 0.3% | +0% | 75.5 |
| 80 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $4,069 | 0.3% | +0% | 66.7 |
| 81 | — | VANECK GOLD MINERS ETF | $3,908 | 0.2% | +0% | — |
| 82 |  $MIDD | MIDDLEBY Corp | $3,858 | 0.2% | -30% | 44.9 |
| 83 | — | ISHARES S&P 500/BARRA GROWTH I | $3,811 | 0.2% | +0% | — |
| 84 |  $EXPE | Expedia Group, Inc. | $3,760 | 0.2% | -0% | 65.7 |
| 85 |  $DBRG | DigitalBridge Group, Inc. | $3,632 | 0.2% | -3% | 52.9 |
| 86 |  $TJX | TJX COMPANIES INC /DE/ | $3,530 | 0.2% | -1% | 70.7 |
| 87 |  $WAT | WATERS CORP /DE/ | $3,399 | 0.2% | +4% | 69.9 |
| 88 |  $WDAY | Workday, Inc. | $3,392 | 0.2% | +0% | 74.2 |
| 89 | $LBRDA | Liberty Broadband Corp | $3,356 | 0.2% | -1% | 59.4 |
| 90 |  $RVMD | Revolution Medicines, Inc. | $3,323 | 0.2% | +0% | — |
| 91 | — | VANGUARD MSCI EUROPEAN INDEX E | $3,297 | 0.2% | +0% | — |
| 92 |  $META | Meta Platforms, Inc. | $3,275 | 0.2% | +0% | 80.9 |
| 93 |  $ETN | Eaton Corp plc | $3,210 | 0.2% | +0% | — |
| 94 | — | WISDOMTREE JAPAN HEDGED EQUITY | $3,171 | 0.2% | +0% | — |
| 95 |  $PG | PROCTER & GAMBLE Co | $2,949 | 0.2% | -6% | 72.9 |
| 96 |  $FSLR | FIRST SOLAR, INC. | $2,879 | 0.2% | +1% | 73.8 |
| 97 |  $WFC | WELLS FARGO & COMPANY/MN | $2,838 | 0.2% | +0% | — |
| 98 | $LBTYA | Liberty Global Ltd. | $2,671 | 0.2% | -1% | — |
| 99 |  $NEE | NEXTERA ENERGY INC | $2,667 | 0.2% | +0% | 71.7 |
| 100 |  $ELAN | Elanco Animal Health Inc | $2,663 | 0.2% | +0% | 52.2 |
| 101 |  $RBRK | Rubrik, Inc. | $2,625 | 0.2% | +0% | 49.5 |
| 102 |  $MCD | MCDONALDS CORP | $2,624 | 0.2% | +0% | 73.9 |
| 103 |  $COST | COSTCO WHOLESALE CORP /NEW | $2,565 | 0.2% | +0% | 67 |
| 104 |  $DHR | DANAHER CORP /DE/ | $2,500 | 0.2% | +0% | 63.9 |
| 105 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $2,448 | 0.1% | -10% | 60.9 |
| 106 |  $RRC | RANGE RESOURCES CORP | $2,417 | 0.1% | +1% | 82.8 |
| 107 |  $CEG | Constellation Energy Corp | $2,407 | 0.1% | +1% | 62.5 |
| 108 | — | IAC INC | $2,378 | 0.1% | -14% | — |
| 109 |  $ISRG | INTUITIVE SURGICAL INC | $2,360 | 0.1% | +0% | 81.4 |
| 110 | — | VANGUARD FTSE ALL-WORLD EX-US | $2,347 | 0.1% | +0% | — |
| 111 |  $TSLA | Tesla, Inc. | $2,271 | 0.1% | +19% | 50.1 |
| 112 |  $FERG | Ferguson Enterprises Inc. /DE/ | $2,249 | 0.1% | +0% | 58.9 |
| 113 |  $ILMN | ILLUMINA, INC. | $2,218 | 0.1% | +0% | 62.5 |
| 114 |  $A | AGILENT TECHNOLOGIES, INC. | $2,014 | 0.1% | +0% | 64.6 |
| 115 |  $AXP | AMERICAN EXPRESS CO | $1,931 | 0.1% | +0% | 73.2 |
| 116 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1,832 | 0.1% | +0% | 76.6 |
| 117 |  $PEN | Penumbra Inc | $1,806 | 0.1% | +0% | 69.7 |
| 118 |  $CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CORP | $1,775 | 0.1% | -26% | 67.3 |
| 119 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1,743 | 0.1% | +0% | 67.5 |
| 120 |  $TVTX | Travere Therapeutics, Inc. | $1,663 | 0.1% | +0% | 39.2 |
| 121 |  $CW | CURTISS WRIGHT CORP | $1,615 | 0.1% | +0% | 70.7 |
| 122 |  $EOG | EOG RESOURCES INC | $1,566 | 0.1% | +29% | 71.1 |
| 123 |  $LOW | LOWES COMPANIES INC | $1,536 | 0.1% | +2% | 63.5 |
| 124 |  $IAU | ISHARES GOLD TRUST | $1,514 | 0.1% | +0% | — |
| 125 | — | ISHARES MSCI JAPAN SMALL CAP E | $1,456 | 0.1% | +0% | — |
| 126 |  $PFE | PFIZER INC | $1,410 | 0.1% | -6% | 69 |
| 127 |  $INSM | INSMED Inc | $1,357 | 0.1% | +0% | 29.4 |
| 128 |  $PODD | INSULET CORP | $1,339 | 0.1% | +0% | 70.4 |
| 129 |  $HON | HONEYWELL INTERNATIONAL INC | $1,275 | 0.1% | +0% | 65.7 |
| 130 |  $HUM | HUMANA INC | $1,274 | 0.1% | -9% | 82 |
| 131 |  $ABBV | AbbVie Inc. | $1,273 | 0.1% | -4% | 59.3 |
| 132 |  $KMB | KIMBERLY CLARK CORP | $1,149 | 0.1% | +0% | 61.7 |
| 133 |  $SONY | Sony Group Corp | $1,138 | 0.1% | +0% | — |
| 134 |  $HCA | HCA Healthcare, Inc. | $1,087 | 0.1% | +0% | 70.5 |
| 135 |  $AGCO | AGCO CORP /DE | $1,080 | 0.1% | +0% | 50.7 |
| 136 | — | ISHARES RUSSELL 1000 VALUE IND | $1,079 | 0.1% | +0% | — |
| 137 |  $MRVL | Marvell Technology, Inc. | $1,047 | 0.1% | +0% | 77.3 |
| 138 |  $ETR | ENTERGY CORP /DE/ | $1,007 | 0.1% | +0% | 65.1 |
| 139 |  $RBLX | Roblox Corp | $958 | 0.1% | +0% | 53.7 |
| 140 |  $ADBE | ADOBE INC. | $944 | 0.1% | +0% | 80.4 |
| 141 |  $WMT | Walmart Inc. | $933 | 0.1% | +0% | 63.2 |
| 142 | — | VANGUARD TOTAL STOCK MKT ETF | $924 | 0.1% | +0% | — |
| 143 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $922 | 0.1% | +0% | 75.4 |
| 144 | — | ISHARES S&P 500 VALUE INDEX ET | $918 | 0.1% | +0% | — |
| 145 |  $PRVA | Privia Health Group, Inc. | $863 | 0.1% | +0% | 49.4 |
| 146 |  $UTHR | UNITED THERAPEUTICS Corp | $848 | 0.1% | +0% | 80.1 |
| 147 |  $ALC | ALCON INC | $843 | 0.1% | +0% | — |
| 148 |  $T | AT&T INC. | $841 | 0.1% | +0% | 71.9 |
| 149 |  $BATRA | Atlanta Braves Holdings, Inc. | $835 | 0.1% | -2% | 30.8 |
| 150 | — | ISHARES RUSSELL MIDCAP INDEX E | $811 | 0.1% | +0% | — |
| 151 |  $MNDY | monday.com Ltd. | $802 | 0.1% | +69% | — |
| 152 |  $TT | Trane Technologies plc | $783 | 0.1% | +0% | — |
| 153 |  $KO | COCA COLA CO | $778 | 0.1% | +0% | 74 |
| 154 |  $CET | CENTRAL SECURITIES CORP | $768 | 0.1% | -0% | — |
| 155 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $756 | 0.1% | +0% | 68.8 |
| 156 |  $SXI | STANDEX INTERNATIONAL CORP/DE/ | $684 | 0.0% | +0% | 68.2 |
| 157 | — | ISHARES RUSSELL 1000 GROWTH IN | $657 | 0.0% | -1% | — |
| 158 |  $KMPB | KEMPER Corp | $607 | 0.0% | +0% | 50.4 |
| 159 | $LILA | Liberty Latin America Ltd. | $607 | 0.0% | -76% | — |
| 160 | — | VESTAS WIND SYSTEM A/S UnSPONS | $595 | 0.0% | +0% | — |
| 161 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $582 | 0.0% | +0% | 70.9 |
| 162 |  $BEN | FRANKLIN RESOURCES INC | $549 | 0.0% | -50% | 59.9 |
| 163 |  $BE | Bloom Energy Corp | $541 | 0.0% | -20% | 54.4 |
| 164 |  $RARE | Ultragenyx Pharmaceutical Inc. | $529 | 0.0% | +0% | 31 |
| 165 |  $CRM | Salesforce, Inc. | $529 | 0.0% | +0% | 75.2 |
| 166 |  $ZTS | Zoetis Inc. | $521 | 0.0% | -9% | 72.6 |
| 167 |  $INTC | INTEL CORP | $517 | 0.0% | +0% | 41.5 |
| 168 |  $IQV | IQVIA HOLDINGS INC. | $511 | 0.0% | +0% | 59.7 |
| 169 |  $GIS | GENERAL MILLS INC | $507 | 0.0% | -13% | 64.1 |
| 170 |  $DE | DEERE & CO | $484 | 0.0% | +0% | 57.4 |
| 171 |  $BAH | Booz Allen Hamilton Holding Corp | $457 | 0.0% | +0% | 65.5 |
| 172 | — | ISHARES RUSSELL 2000 GROWTH IN | $417 | 0.0% | +0% | — |
| 173 | — | VANGUARD FTSE DEVELOPED ETF | $394 | 0.0% | +0% | — |
| 174 |  $TXN | TEXAS INSTRUMENTS INC | $388 | 0.0% | -3% | 70.4 |
| 175 |  $AVGO | Broadcom Inc. | $385 | 0.0% | +0% | 86.4 |
| 176 | $GLIBA | Liberty Capital Corp/NV | $377 | 0.0% | +0% | 30.3 |
| 177 |  $ZWS | Zurn Elkay Water Solutions Corp | $358 | 0.0% | +0% | 67.4 |
| 178 |  $EBC | Eastern Bankshares, Inc. | $358 | 0.0% | +0% | 62.3 |
| 179 |  $BA | BOEING CO | $356 | 0.0% | +0% | 51.8 |
| 180 |  $GLW | CORNING INC /NY | $346 | 0.0% | +0% | 72.7 |
| 181 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $346 | 0.0% | +0% | 71.5 |
| 182 |  $CLH | CLEAN HARBORS INC | $344 | 0.0% | +0% | 56.3 |
| 183 |  $GEHC | GE HealthCare Technologies Inc. | $343 | 0.0% | -8% | 58.2 |
| 184 |  $RSG | REPUBLIC SERVICES, INC. | $339 | 0.0% | -11% | 72 |
| 185 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $335 | 0.0% | +0% | 60.5 |
| 186 |  $BEPC | Brookfield Renewable Corp | $326 | 0.0% | +0% | — |
| 187 |  $GNRC | GENERAC HOLDINGS INC. | $312 | 0.0% | +7% | 58.2 |
| 188 |  $RRX | REGAL REXNORD CORP | $299 | 0.0% | +0% | 53.8 |
| 189 |  $RIG | Transocean Ltd. | $298 | 0.0% | NEW | — |
| 190 |  $EMR | EMERSON ELECTRIC CO | $298 | 0.0% | +0% | 65.9 |
| 191 |  $ITRI | ITRON, INC. | $295 | 0.0% | +0% | 64.4 |
| 192 |  $ORCL | ORACLE CORP | $294 | 0.0% | +19% | 67.2 |
| 193 |  $AMGN | AMGEN INC | $293 | 0.0% | +0% | 79.5 |
| 194 |  $MP | MP Materials Corp. / DE | $289 | 0.0% | +0% | 23.5 |
| 195 |  $AYI | ACUITY INC. (DE) | $280 | 0.0% | +0% | 68.9 |
| 196 |  $IDXX | IDEXX LABORATORIES INC /DE | $280 | 0.0% | +0% | 73.6 |
| 197 |  $CTAS | CINTAS CORP | $270 | 0.0% | +0% | 76.3 |
| 198 |  $APP | AppLovin Corp | $268 | 0.0% | +0% | 86.8 |
| 199 | — | NOVONESIS(NOVOZYMES A/S) ADR C | $265 | 0.0% | +0% | — |
| 200 |  $CAE | CAE INC | $260 | 0.0% | +0% | — |
| 201 | — | VANGUARD S&P 500 ETF | $252 | 0.0% | +0% | — |
| 202 |  $WM | WASTE MANAGEMENT INC | $252 | 0.0% | +0% | 70.7 |
| 203 |  $SEE | SEALED AIR CORP/DE | $252 | 0.0% | +0% | — |
| 204 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $243 | 0.0% | -73% | 57.7 |
| 205 |  $AES | AES CORP | $239 | 0.0% | +0% | 50.9 |
| 206 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $225 | 0.0% | +0% | 50.6 |
| 207 |  $ORA | ORMAT TECHNOLOGIES, INC. | $223 | 0.0% | +0% | 53.5 |
| 208 |  $CSX | CSX CORP | $221 | 0.0% | NEW | 66.4 |
| 209 |  $CI | Cigna Group | $219 | 0.0% | +0% | 66.8 |
| 210 |  $VLTO | Veralto Corp | $215 | 0.0% | +9% | 74.4 |
| 211 |  $CFG | CITIZENS FINANCIAL GROUP INC/RI | $209 | 0.0% | +0% | 68.8 |
| 212 |  $APTV | Aptiv PLC | $208 | 0.0% | +0% | — |
| 213 |  $CL | COLGATE PALMOLIVE CO | $204 | 0.0% | NEW | 72.4 |
| 214 |  $DASH | DoorDash, Inc. | $201 | 0.0% | +0% | 70.6 |
| 215 | — | LANDIS GYR GROUP AG UnSponsore | $188 | 0.0% | +0% | — |
| 216 |  $ENVX | Enovix Corp | $181 | 0.0% | +0% | 25.2 |
| 217 |  $CLNE | Clean Energy Fuels Corp. | $148 | 0.0% | +0% | 32.1 |
| 218 |  $ERII | Energy Recovery, Inc. | $130 | 0.0% | +8% | 33.6 |
New Positions (4)
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