| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | S&CO INC | 60,775 | 931,000 | 80.19% | ||
| 2 | BOURGEON CAPITAL MANAGEMENT LLC | 15,000 | 230,000 | 19.81% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.