 伯克希尔哈撒韦BRK.B |
| 21.35% | 25.8% | $73.51亿 | 1,469.0万股 | $81.70亿 | 1,704.8万股 | -235.8万股-13.83% | 减仓 |
 卡特彼勒CAT |
| 19.65% | 14.22% | $67.66亿 | 635.4万股 | $45.01亿 | 635.4万股 | 00.00% | 持仓不变 |
 加拿大国家铁路CNI |
| 17.95% | 16.82% | $61.80亿 | 5,182.7万股 | $53.26亿 | 5,182.7万股 | 00.00% | 持仓不变 |
 WASTE MGMT DELWM |
| 17.3% | 20.06% | $59.56亿 | 2,672.1万股 | $63.52亿 | 2,764.2万股 | -92.2万股-3.33% | 减仓 |
 迪尔DE |
| 6.56% | 6.33% | $22.57亿 | 355.7万股 | $20.04亿 | 355.7万股 | 00.00% | 持仓不变 |
 艺康ECL |
| 4.22% | 4.38% | $14.54亿 | 521.8万股 | $13.88亿 | 521.8万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 2.76% | 3.29% | $9.50亿 | 839.0万股 | $10.43亿 | 839.0万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 2.17% | 2.68% | $7.47亿 | 238.4万股 | $8.49亿 | 238.4万股 | 00.00% | 持仓不变 |
 COCA-COLA FEMSA SAB DE CVKOF |
| 1.92% | 1.91% | $6.60亿 | 621.5万股 | $6.06亿 | 621.5万股 | 00.00% | 持仓不变 |
 家得宝HD |
| 1.02% | — | $3.53亿 | 100.0万股 | $0 | 0股 | +100.0万股 | 新买入 |
 WASTE CONNECTIONSWCN |
| 0.99% | 1.05% | $3.40亿 | 203.9万股 | $3.31亿 | 203.9万股 | 00.00% | 持仓不变 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.69% | 0.6% | $2.38亿 | 59.2万股 | $1.90亿 | 59.2万股 | 00.00% | 持仓不变 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.52% | — | $1.80亿 | 119.2万股 | $0 | 0股 | +119.2万股 | 新买入 |
 COUPANG INC CLASS ACPNG |
| 0.47% | 0.55% | $1.61亿 | 924.8万股 | $1.75亿 | 924.8万股 | 00.00% | 持仓不变 |
 WEST PHARMACEUTICAL SVSCWST |
| 0.46% | 0.35% | $1.60亿 | 44.5万股 | $1.11亿 | 44.5万股 | 00.00% | 持仓不变 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.41% | 0.37% | $1.40亿 | 170.3万股 | $1.18亿 | 170.3万股 | 00.00% | 持仓不变 |
 帕卡PCAR |
| 0.35% | 0.36% | $1.20亿 | 100.0万股 | $1.16亿 | 100.0万股 | 00.00% | 持仓不变 |
 SCHRODINGERSDGR |
| 0.33% | 0.25% | $1.13亿 | 698.2万股 | $7,931.2万 | 698.2万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 0.26% | 0.33% | $9,052.7万 | 33.5万股 | $1.04亿 | 33.5万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 0.21% | 0.22% | $7,104.9万 | 37.3万股 | $7,072.1万 | 37.3万股 | 00.00% | 持仓不变 |
 KRAFT HEINZ COMKHC |
| 0.17% | 0.18% | $5,840.3万 | 247.3万股 | $5,560.9万 | 247.3万股 | 00.00% | 持仓不变 |
 HORMEL FOODSHRL |
| 0.15% | 0.15% | $5,175.7万 | 208.5万股 | $4,723.2万 | 208.5万股 | 00.00% | 持仓不变 |
| OONONON |
| 0.05% | 0.05% | $1,771.0万 | 50.0万股 | $1,701.0万 | 50.0万股 | 00.00% | 持仓不变 |
 VERALTO COM SHSVLTO |
| 0.03% | 0.03% | $1,102.6万 | 12.4万股 | $1,099.4万 | 12.4万股 | 00.00% | 持仓不变 |
