 PROGRESSIVEPGR |
| 12.87% | 11.95% | $1.76亿 | 80.7万股 | $1.75亿 | 88.1万股 | -7.4万股-8.42% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 10.28% | 9.96% | $1.41亿 | 28.1万股 | $1.46亿 | 30.4万股 | -2.2万股-7.37% | 减仓 |
 再生元REGN |
| 8.79% | 10.88% | $1.20亿 | 19.3万股 | $1.59亿 | 20.6万股 | -1.3万股-6.23% | 减仓 |
 亚马逊AMZN |
| 8.05% | 7.17% | $1.10亿 | 46.2万股 | $1.05亿 | 50.3万股 | -4.1万股-8.10% | 减仓 |
 布鲁克菲尔德BN |
| 7.58% | 7.32% | $1.04亿 | 243.8万股 | $1.07亿 | 264.3万股 | -20.5万股-7.76% | 减仓 |
 谷歌AGOOGL |
| 5.98% | 4.84% | $8,187.7万 | 22.9万股 | $7,076.9万 | 24.6万股 | -1.7万股-6.90% | 减仓 |
 摩根大通JPM |
| 5.92% | 5.4% | $8,111.9万 | 24.8万股 | $7,891.0万 | 26.8万股 | -2.0万股-7.62% | 减仓 |
 马丁玛丽埃塔MLM |
| 5.85% | 6.04% | $8,014.7万 | 13.9万股 | $8,825.0万 | 15.0万股 | -1.1万股-7.29% | 减仓 |
 PAYCHEX COMPAYX |
| 5.55% | 5.29% | $7,596.3万 | 77.3万股 | $7,730.8万 | 83.9万股 | -6.7万股-7.94% | 减仓 |
 NETFLIXNFLX |
| 5.46% | 7.14% | $7,470.6万 | 104.6万股 | $1.04亿 | 108.5万股 | -3.9万股-3.60% | 减仓 |
 艺康ECL |
| 5.34% | 5.32% | $7,308.1万 | 26.2万股 | $7,770.9万 | 29.2万股 | -3.0万股-10.21% | 减仓 |
 联合太平洋铁路UNP |
| 4.17% | 3.82% | $5,707.2万 | 21.0万股 | $5,586.3万 | 23.0万股 | -2.0万股-8.87% | 减仓 |
 COPART COMCPRT |
| 4.17% | 3.88% | $5,704.8万 | 202.4万股 | $5,672.5万 | 170.9万股 | +31.5万股+18.44% | 加仓 |
 WELLS FARGO NEWWFC |
| 3.81% | 3.76% | $5,217.4万 | 63.1万股 | $5,498.0万 | 69.1万股 | -5.9万股-8.58% | 减仓 |
| FFACTSET RESH SYSFDS |
| 2.95% | 2.79% | $4,038.8万 | 17.6万股 | $4,082.5万 | 18.8万股 | -1.3万股-6.70% | 减仓 |
 耐克NKE |
| 2.2% | 2.9% | $3,017.9万 | 73.5万股 | $4,241.6万 | 80.3万股 | -6.8万股-8.45% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.83% | 1.03% | $1,136.8万 | 25.3万股 | $1,507.0万 | 33.9万股 | -8.6万股-25.24% | 减仓 |
| FFASTENAL COMFAST |
| 0.14% | 0.35% | $192.1万 | 4.0万股 | $507.1万 | 10.9万股 | -6.9万股-63.40% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.05% | 0.04% | $75.1万 | 2,125股 | $61.0万 | 2,125股 | 00.00% | 持仓不变 |
| I景顺交易所交易基金信托RSP |
| 0.02% | 0.02% | $24.4万 | 1,145股 | $22.9万 | 1,195股 | -50股-4.18% | 减仓 |
