$12.32B13F报告持仓市值
208持仓明细
1包含的其他管理人
+3新增
27已增持
2减持
−11已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| CNI Canadian National Railway… | $2.36M | 0.0% |
| CP Canadian Pacific Kansas City… | $2.31M | 0.0% |
| XONA.DE Exxon Mobil Corporation | $338,250 | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| FNV Franco-Nevada Corporation | ▲ Add | +6.3% | $134.97M |
| NVO Novo Nordisk A/S | ▲ Add | +4.9% | $131.44M |
| LOW Lowe's Companies, Inc. | ▲ Add | +1.3% | $182.63M |
| LPLA LPL Financial Holdings Inc. | ▲ Add | +1.6% | $184.08M |
| NSC Norfolk Southern Corporation | ▲ Add | +8.5% | $77.06M |
| MSFT Microsoft Corporation | ▲ Add | +0.9% | $275.59M |
| MRSH Marsh & McLennan Companies… | ▲ Add | +0.8% | $152.16M |
| CSX CSX Corporation | ▲ Add | +338.5% | $10.12M |
| UNP Union Pacific Corporation | ▲ Add | +30.3% | $29.97M |
| TMO Thermo Fisher Scientific Inc. | ▲ Add | +12.6% | $27.06M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。