 谷歌AGOOGL |
| 3.65% | 3.37% | $1,463.0万 | 4.1万股 | $1,234.3万 | 4.3万股 | -1,986股-4.63% | 减仓 |
| WWATSCOWSO |
| 3.57% | 3.04% | $1,431.0万 | 3.4万股 | $1,112.4万 | 3.1万股 | +3,759股+12.29% | 加仓 |
 摩根大通JPM |
| 3.26% | 3.3% | $1,305.3万 | 4.0万股 | $1,208.0万 | 4.1万股 | -1,189股-2.90% | 减仓 |
 Markel Group Inc.MKL |
| 2.13% | 2.29% | $855.0万 | 4,378股 | $839.7万 | 4,387股 | -9股-0.21% | 减仓 |
 NORFOLK SOUTHN COMNSC |
| 1.99% | 1.99% | $795.5万 | 2.5万股 | $729.3万 | 2.5万股 | -126股-0.50% | 减仓 |
 微软MSFT |
| 1.93% | 2.18% | $775.0万 | 2.1万股 | $800.0万 | 2.2万股 | -834股-3.86% | 减仓 |
 嘉信理财SCHW |
| 1.93% | 2.19% | $774.8万 | 8.4万股 | $800.6万 | 8.5万股 | -1,218股-1.43% | 减仓 |
 VisaV |
| 1.9% | 1.87% | $759.6万 | 2.2万股 | $683.2万 | 2.3万股 | -464股-2.05% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 1.88% | 2.01% | $755.2万 | 1.5万股 | $737.2万 | 1.5万股 | -292股-1.90% | 减仓 |
 XPOXPO |
| 1.71% | 1.84% | $687.0万 | 3.3万股 | $674.7万 | 3.5万股 | -1,219股-3.51% | 减仓 |
 强生JNJ |
| 1.57% | 1.69% | $627.1万 | 2.5万股 | $618.5万 | 2.5万股 | -608股-2.40% | 减仓 |
| TTyler科技TYL |
| 1.48% | 0.35% | $595.0万 | 2.0万股 | $126.8万 | 3,703股 | +1.7万股+449.37% | 加仓 |
| OOmnicell Inc.OMCL |
| 1.47% | 1.27% | $589.9万 | 14.2万股 | $465.6万 | 13.9万股 | +2,596股+1.86% | 加仓 |
 德州仪器TXN |
| 1.45% | 1.1% | $581.3万 | 2.0万股 | $401.1万 | 2.1万股 | -1,158股-5.61% | 减仓 |
 PAR TECHNOLOGYPAR |
| 1.44% | 0.31% | $577.6万 | 33.2万股 | $112.3万 | 8.4万股 | +24.7万股+293.61% | 加仓 |
 亚马逊AMZN |
| 1.4% | 1.36% | $561.5万 | 2.4万股 | $499.1万 | 2.4万股 | -407股-1.70% | 减仓 |
 卡特彼勒CAT |
| 1.39% | 1.04% | $556.0万 | 5,221股 | $381.2万 | 5,381股 | -160股-2.97% | 减仓 |
 思科CSCO |
| 1.29% | 0.95% | $518.8万 | 4.4万股 | $348.1万 | 4.5万股 | -702股-1.56% | 减仓 |
 艺康ECL |
| 1.26% | 1.35% | $506.1万 | 1.8万股 | $492.9万 | 1.9万股 | -364股-1.96% | 减仓 |
 苹果AAPL |
| 1.15% | 1.12% | $461.9万 | 1.6万股 | $411.4万 | 1.6万股 | -249股-1.54% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.12% | 0.97% | $448.2万 | 1.7万股 | $354.8万 | 1.7万股 | +54股+0.32% | 加仓 |
 NAPCO SEC TECHNOLOGIESNSSC |
| 1.12% | 1.28% | $447.3万 | 11.8万股 | $467.6万 | 11.9万股 | -930股-0.78% | 减仓 |
| FFASTENAL COMFAST |
| 1.09% | 1.22% | $434.8万 | 9.1万股 | $445.7万 | 9.6万股 | -5,527股-5.75% | 减仓 |
| WWILLSCOTWSC |
| 0.98% | 0.63% | $390.8万 | 13.5万股 | $231.2万 | 13.3万股 | +2,234股+1.68% | 加仓 |
 BROOKFIELD INFRASTRUCTUREBIPC |
| 0.97% | 0.64% | $387.5万 | 10.1万股 | $235.8万 | 6.0万股 | +4.1万股+68.65% | 加仓 |
 赛莱默XYL |
| 0.95% | 1.07% | $381.2万 | 3.2万股 | $392.8万 | 3.3万股 | -617股-1.88% | 减仓 |
 HEXCEL NEWHXL |
| 0.89% | 0.79% | $355.5万 | 3.6万股 | $288.1万 | 3.6万股 | -63股-0.18% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.88% | 0.79% | $352.5万 | 9,977股 | $289.7万 | 1.0万股 | -122股-1.21% | 减仓 |
| AADEIAADEA |
| 0.87% | 0.7% | $348.9万 | 10.6万股 | $254.6万 | 10.6万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.84% | 0.86% | $337.3万 | 3.1万股 | $313.2万 | 3.2万股 | -464股-1.46% | 减仓 |
 雪佛龙CVX |
| 0.83% | 1.19% | $334.0万 | 2.0万股 | $435.2万 | 2.1万股 | -883股-4.20% | 减仓 |
 InsuletPODD |
| 0.8% | 1.17% | $319.3万 | 2.1万股 | $428.3万 | 2.0万股 | +564股+2.76% | 加仓 |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.78% | 0.78% | $313.2万 | 8.3万股 | $285.1万 | 8.6万股 | -2,720股-3.16% | 减仓 |
 万事达MA |
| 0.77% | 0.83% | $308.6万 | 6,009股 | $302.8万 | 6,060股 | -51股-0.84% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 0.75% | 0.61% | $299.0万 | 3.8万股 | $222.4万 | 3.9万股 | -230股-0.60% | 减仓 |
 芝加哥商品交易所CME |
| 0.75% | 1.15% | $299.0万 | 1.4万股 | $420.7万 | 1.4万股 | -702股-4.93% | 减仓 |
| CCELLEBRITE DICLBT |
| 0.73% | 0.75% | $292.3万 | 20.0万股 | $274.0万 | 19.9万股 | +1,389股+0.70% | 加仓 |
 CASEYS GEN STORESCASY |
| 0.69% | 0.69% | $276.6万 | 3,480股 | $252.3万 | 3,467股 | +13股+0.37% | 加仓 |
| BBLUE BIRD COMBLBD |
| 0.69% | 0.55% | $275.2万 | 3.5万股 | $199.9万 | 3.5万股 | -354股-1.01% | 减仓 |
| CCARMAXKMX |
| 0.68% | 0.6% | $274.3万 | 5.2万股 | $218.6万 | 5.3万股 | -707股-1.34% | 减仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.68% | 0.98% | $271.5万 | 2.2万股 | $359.2万 | 2.3万股 | -786股-3.44% | 减仓 |
 黑石集团BX |
| 0.68% | 0.73% | $271.3万 | 2.3万股 | $268.0万 | 2.3万股 | -248股-1.06% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.67% | 0.67% | $267.6万 | 4.5万股 | $246.3万 | 4.3万股 | +1,277股+2.95% | 加仓 |
 SILICON LABORATORIESSLAB |
| 0.66% | 0.66% | $265.3万 | 1.2万股 | $241.6万 | 1.2万股 | +535股+4.61% | 加仓 |
 BOOKING COMBKNG |
| 0.66% | 0.69% | $263.6万 | 1.5万股 | $253.5万 | 602股 | +1.4万股+2,356.81% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 0.65% | 0.67% | $259.7万 | 3.0万股 | $244.5万 | 3.1万股 | -1,107股-3.56% | 减仓 |
 CrowdStrikeCRWD |
| 0.63% | 0.32% | $253.2万 | 3,318股 | $117.0万 | 2,996股 | +322股+10.75% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 0.62% | 0.73% | $247.0万 | 1.4万股 | $267.1万 | 1.5万股 | -1,066股-7.19% | 减仓 |
 COPART COMCPRT |
| 0.62% | 0.8% | $246.7万 | 8.8万股 | $292.3万 | 8.8万股 | -518股-0.59% | 减仓 |
| BBRIGHTVIEW HLDGS INC COMBV |
| 0.61% | 0.58% | $245.5万 | 17.3万股 | $211.5万 | 17.9万股 | -6,188股-3.45% | 减仓 |
