| AAlphabet Inc Class CGOOG |
| 14.15% | 13.12% | $5,653.2万 | 16.0万股 | $4,873.5万 | 17.0万股 | -9,892股-5.82% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 13.28% | 13.4% | $5,303.9万 | 10.6万股 | $4,977.1万 | 10.4万股 | +2,132股+2.05% | 加仓 |
 谷歌AGOOGL |
| 13.24% | 12.08% | $5,289.9万 | 14.8万股 | $4,486.1万 | 15.6万股 | -7,984股-5.12% | 减仓 |
 苹果AAPL |
| 10.61% | 10.17% | $4,240.3万 | 14.7万股 | $3,775.8万 | 14.9万股 | -2,237股-1.50% | 减仓 |
 VisaV |
| 5.47% | 5.18% | $2,184.0万 | 6.4万股 | $1,924.3万 | 6.4万股 | -10股-0.02% | 减仓 |
 宣伟SHW |
| 4.75% | 4.88% | $1,899.0万 | 5.5万股 | $1,810.9万 | 5.6万股 | -1,340股-2.37% | 减仓 |
 伯克希尔哈撒韦BRK.A |
| 4.12% | 4.25% | $1,647.5万 | 22股 | $1,579.9万 | 22股 | 00.00% | 持仓不变 |
 ADPADP |
| 3.84% | 3.83% | $1,533.7万 | 6.8万股 | $1,421.8万 | 7.0万股 | -1,496股-2.14% | 减仓 |
 雷神技术RTX |
| 3.76% | 4.32% | $1,502.1万 | 7.9万股 | $1,603.5万 | 8.3万股 | -3,958股-4.76% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 2.61% | 2.6% | $1,044.4万 | 3.3万股 | $966.9万 | 3.4万股 | -493股-1.46% | 减仓 |
| FFACTSET RESH SYSFDS |
| 2.6% | 2.82% | $1,039.0万 | 4.5万股 | $1,048.0万 | 4.8万股 | -3,140股-6.50% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 2.36% | 2.61% | $943.7万 | 16.3万股 | $968.6万 | 16.8万股 | -4,900股-2.92% | 减仓 |
 万事达MA |
| 2.1% | 2.19% | $839.2万 | 1.6万股 | $814.9万 | 1.6万股 | +30股+0.18% | 加仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 1.97% | 2.05% | $788.7万 | 7.7万股 | $762.1万 | 7.7万股 | -100股-0.13% | 减仓 |
 耐克NKE |
| 1.93% | 2.8% | $769.6万 | 18.7万股 | $1,041.0万 | 19.7万股 | -9,604股-4.87% | 减仓 |
 KENVUE COMKVUE |
| 1.71% | 1.75% | $683.8万 | 35.8万股 | $649.8万 | 37.7万股 | -1.9万股-5.07% | 减仓 |
 微软MSFT |
| 1.46% | 1.6% | $584.5万 | 1.6万股 | $592.6万 | 1.6万股 | -340股-2.12% | 减仓 |
 霍尼韦尔HON |
| 1.4% | 3.08% | $558.8万 | 2.5万股 | $1,142.1万 | 5.1万股 | -2.6万股-50.61% | 减仓 |
 联合太平洋铁路UNP |
| 1.4% | 1.35% | $558.8万 | 2.1万股 | $499.6万 | 2.1万股 | -50股-0.24% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.38% | — | $551.8万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 百事可乐PEP |
| 0.84% | 1.05% | $336.7万 | 2.5万股 | $390.8万 | 2.5万股 | -295股-1.17% | 减仓 |
 强生JNJ |
| 0.64% | 0.66% | $255.7万 | 1.0万股 | $246.1万 | 1.0万股 | 00.00% | 持仓不变 |
 迪尔DE |
| 0.59% | 0.56% | $234.7万 | 3,700股 | $208.4万 | 3,700股 | 00.00% | 持仓不变 |
 卡特彼勒CAT |
| 0.53% | 0.38% | $213.0万 | 2,000股 | $141.7万 | 2,000股 | 00.00% | 持仓不变 |
 IBOTTAIBTA |
| 0.52% | 0.49% | $205.8万 | 6.0万股 | $180.6万 | 6.0万股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.49% | 0.52% | $197.1万 | 1.3万股 | $194.2万 | 1.3万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 0.3% | 0.29% | $121.8万 | 3,600股 | $108.9万 | 3,600股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.27% | 0.28% | $109.2万 | 1.3万股 | $102.2万 | 1.3万股 | 00.00% | 持仓不变 |
 DIME COML BANCSHARES INCDCOM |
| 0.27% | 0.24% | $108.5万 | 2.7万股 | $90.3万 | 2.7万股 | 00.00% | 持仓不变 |
| HHEINEKEN HOLDINGS NV SHSHINKF |
| 0.2% | 0.2% | $78.5万 | 1.0万股 | $72.8万 | 1.0万股 | 00.00% | 持仓不变 |
 Markel Group Inc.MKL |
| 0.2% | 0.1% | $78.1万 | 400股 | $38.3万 | 200股 | +200股+100.00% | 加仓 |
 迪士尼DIS |
| 0.18% | 0.19% | $71.2万 | 7,400股 | $71.3万 | 7,400股 | 00.00% | 持仓不变 |
| LLabcorpLH |
| 0.18% | 0.18% | $70.0万 | 2,500股 | $66.7万 | 2,500股 | 00.00% | 持仓不变 |
| NNETWORK-1 TECHNOLOGIES INCNTIP |
| 0.12% | 0.13% | $48.5万 | 33.0万股 | $47.5万 | 33.0万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.09% | 0.11% | $34.9万 | 1.5万股 | $40.7万 | 1.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 0.08% | 0.08% | $31.7万 | 900股 | $29.6万 | 900股 | 00.00% | 持仓不变 |
 好事达ALL |
| 0.07% | 0.07% | $29.4万 | 1,237股 | $25.6万 | 1,237股 | 00.00% | 持仓不变 |
 穆迪MCO |
| 0.07% | 0.08% | $29.1万 | 643股 | $28.1万 | 643股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.07% | 0.07% | $28.2万 | 1,185股 | $24.7万 | 1,185股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.07% | 0.09% | $27.3万 | 1,995股 | $33.8万 | 1,995股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.06% | 0.08% | $25.8万 | 2,275股 | $28.3万 | 2,275股 | 00.00% | 持仓不变 |
