 GE航空GE |
| 33.59% | 29.85% | $177.25亿 | 4,742.8万股 | $134.82亿 | 4,751.0万股 | -8.2万股-0.17% | 减仓 |
 VisaV |
| 19.83% | 20.39% | $104.62亿 | 3,049.4万股 | $92.09亿 | 3,046.8万股 | +2.6万股+0.09% | 加仓 |
 穆迪MCO |
| 12.3% | 13.84% | $64.92亿 | 1,433.4万股 | $62.53亿 | 1,433.4万股 | 00.00% | 持仓不变 |
 标普全球SPGI |
| 10.87% | 13.22% | $57.35亿 | 1,408.2万股 | $59.70亿 | 1,403.5万股 | +4.7万股+0.33% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 7.44% | 8.1% | $39.26亿 | 4,532.6万股 | $36.60亿 | 4,652.2万股 | -119.6万股-2.57% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 6.65% | 5.62% | $35.12亿 | 993.9万股 | $25.40亿 | 885.4万股 | +108.5万股+12.25% | 加仓 |
 FERROVIAL NV ORD SHSFER |
| 2.72% | 2.94% | $14.35亿 | 2,094.0万股 | $13.28亿 | 2,074.0万股 | +20.0万股+0.97% | 加仓 |
 加拿大国家铁路CNI |
| 2.13% | 2.24% | $11.25亿 | 943.3万股 | $10.13亿 | 985.0万股 | -41.7万股-4.23% | 减仓 |
 谷歌AGOOGL |
| 1.66% | 1.56% | $8.78亿 | 245.7万股 | $7.07亿 | 245.7万股 | 00.00% | 持仓不变 |
 马丁玛丽埃塔MLM |
| 1.44% | — | $7.58亿 | 131.5万股 | $0 | 0股 | +131.5万股 | 新买入 |
 Vulcan材料VMC |
| 1.37% | — | $7.22亿 | 244.7万股 | $0 | 0股 | +244.7万股 | 新买入 |
