| LLUMEN TECHNOLOGIESLUMN |
| 10.61% | 0.01% | $9,347.6万 | 1,217.1万股 | $8.8万 | 1,259.4万股 | -42.2万股-3.35% | 减仓 |
| CCOGNEXCGNX |
| 10.29% | 9.72% | $9,058.1万 | 125.5万股 | $6,479.4万 | 132.3万股 | -6.8万股-5.11% | 减仓 |
 GE航空GE |
| 8% | 8.3% | $7,046.0万 | 18.9万股 | $5,533.0万 | 19.5万股 | -6,449股-3.31% | 减仓 |
 GE VernovaGEV |
| 5.67% | 6.05% | $4,995.8万 | 4.3万股 | $4,031.6万 | 4.6万股 | -3,659股-7.92% | 减仓 |
| MMANITOWOC CO INC COM NEWMTW |
| 5.06% | 5.81% | $4,454.7万 | 320.7万股 | $3,869.9万 | 332.2万股 | -11.5万股-3.45% | 减仓 |
| V先锋领航指数基金VOO |
| 4.83% | 6.03% | $4,257.3万 | 6.2万股 | $4,020.8万 | 6.7万股 | -5,303股-7.88% | 减仓 |
 LumentumLITE |
| 4.19% | 5.5% | $3,692.9万 | 4.3万股 | $3,667.3万 | 7.5万股 | -3.2万股-42.56% | 减仓 |
 康宁GLW |
| 4.08% | 3.47% | $3,594.8万 | 14.1万股 | $2,309.6万 | 17.0万股 | -2.9万股-16.95% | 减仓 |
| AAZENTAAZTA |
| 3.77% | 2.82% | $3,321.2万 | 130.1万股 | $1,878.5万 | 88.9万股 | +41.2万股+46.39% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 3.5% | 4.32% | $3,081.5万 | 6.1万股 | $2,882.0万 | 6.0万股 | +1,105股+1.84% | 加仓 |
 相干公司COHR |
| 3.37% | 3.11% | $2,965.1万 | 7.5万股 | $2,074.8万 | 8.7万股 | -1.2万股-13.70% | 减仓 |
| BBAXTER INTLBAX |
| 3.2% | 3.34% | $2,814.2万 | 132.0万股 | $2,224.5万 | 132.4万股 | -4,101股-0.31% | 减仓 |
 国际纸业IP |
| 3.01% | 3% | $2,648.8万 | 69.5万股 | $2,002.7万 | 56.1万股 | +13.4万股+23.93% | 加仓 |
 CienaCIEN |
| 2.67% | 3.47% | $2,353.5万 | 4.8万股 | $2,314.0万 | 6.0万股 | -1.2万股-19.51% | 减仓 |
| HHNIHNI |
| 2.66% | 1.27% | $2,346.2万 | 58.1万股 | $843.8万 | 25.3万股 | +32.8万股+129.93% | 加仓 |
 DANAHER DEL COMDHR |
| 2.51% | 3.37% | $2,214.4万 | 11.6万股 | $2,246.1万 | 11.8万股 | -2,210股-1.87% | 减仓 |
| MMODINE MFGMOD |
| 2.17% | 2.37% | $1,909.0万 | 7.1万股 | $1,576.4万 | 7.3万股 | -1,251股-1.72% | 减仓 |
| SST JOE COMPANYJOE |
| 1.93% | 2.67% | $1,703.1万 | 27.2万股 | $1,777.1万 | 28.3万股 | -1.1万股-3.91% | 减仓 |
| EENOVISENOV |
| 1.85% | 2.55% | $1,631.0万 | 78.8万股 | $1,697.3万 | 74.6万股 | +4.2万股+5.61% | 加仓 |
 纽柯钢铁NUE |
| 1.77% | 1.94% | $1,554.5万 | 7.0万股 | $1,294.3万 | 7.7万股 | -6,754股-8.82% | 减仓 |
 好市多COST |
| 1.71% | 2.59% | $1,503.9万 | 1.6万股 | $1,726.7万 | 1.7万股 | -1,253股-7.23% | 减仓 |
| EESABESAB |
| 1.7% | 2.23% | $1,496.7万 | 15.2万股 | $1,484.0万 | 15.4万股 | -1,781股-1.16% | 减仓 |
| MMILLERKNOLLMLKN |
| 1.67% | 1.52% | $1,466.6万 | 71.7万股 | $1,015.3万 | 70.2万股 | +1.5万股+2.09% | 加仓 |
 TEREX NEWTEX |
| 1.53% | 1.97% | $1,348.5万 | 18.6万股 | $1,312.9万 | 22.2万股 | -3.6万股-16.14% | 减仓 |
 GLOBAL PMTS COMGPN |
| 0.76% | 0.64% | $673.5万 | 9.3万股 | $423.4万 | 6.3万股 | +3.0万股+47.54% | 加仓 |
 派克汉尼汾PH |
| 0.71% | 0.86% | $626.7万 | 6,407股 | $574.5万 | 6,417股 | -10股-0.16% | 减仓 |
 Markel Group Inc.MKL |
| 0.64% | 0.45% | $564.9万 | 2,854股 | $302.8万 | 1,582股 | +1,272股+80.40% | 加仓 |
 VONTIER COMVNT |
| 0.58% | 0.93% | $507.7万 | 17.5万股 | $618.9万 | 17.4万股 | +575股+0.33% | 加仓 |
| GGE医疗GEHC |
| 0.5% | 0.74% | $438.6万 | 6.9万股 | $494.1万 | 6.9万股 | -891股-1.28% | 减仓 |
 苹果AAPL |
| 0.48% | 1.14% | $424.5万 | 1.5万股 | $758.1万 | 3.0万股 | -1.5万股-51.03% | 减仓 |
 VERALTO COM SHSVLTO |
| 0.41% | 0.55% | $361.8万 | 4.1万股 | $365.5万 | 4.1万股 | -537股-1.30% | 减仓 |
| AAts Corporation. Ordinary SharesATS |
| 0.41% | 1.1% | $359.7万 | 12.5万股 | $736.3万 | 26.1万股 | -13.6万股-52.13% | 减仓 |
 微软MSFT |
| 0.41% | 0.53% | $358.7万 | 9,485股 | $352.7万 | 9,529股 | -44股-0.46% | 减仓 |
| CCOLUMBUS MCKINNON CORP N Y COMCMCO |
| 0.39% | 0.46% | $347.3万 | 23.0万股 | $308.1万 | 21.2万股 | +1.8万股+8.26% | 加仓 |
 AMD超威AMD |
| 0.26% | 0.22% | $225.5万 | 4,275股 | $145.5万 | 7,150股 | -2,875股-40.21% | 减仓 |
 PROGRESSIVEPGR |
| 0.23% | 0.15% | $204.3万 | 8,647股 | $102.4万 | 5,164股 | +3,483股+67.45% | 加仓 |
 宝洁PG |
| 0.19% | 0.23% | $166.9万 | 1.1万股 | $154.1万 | 1.1万股 | +369股+3.46% | 加仓 |
 INTERFACETILE |
| 0.18% | 0.18% | $158.4万 | 4.4万股 | $119.9万 | 4.8万股 | -3,927股-8.16% | 减仓 |
| G通用动力VTI |
| 0.16% | 0.19% | $140.5万 | 3,797股 | $125.4万 | 3,910股 | -113股-2.89% | 减仓 |
 ExpediaEXPE |
| 0.15% | 0.2% | $135.8万 | 8,330股 | $135.0万 | 9,425股 | -1,095股-11.62% | 减仓 |
| GGENTHERMTHRM |
| 0.15% | — | $131.1万 | 3.8万股 | $0 | 0股 | +3.8万股 | 新买入 |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.17% | $128.1万 | 3,565股 | $112.4万 | 3,910股 | -345股-8.82% | 减仓 |
 英伟达NVDA |
| 0.14% | 0.21% | $121.5万 | 6,078股 | $137.1万 | 7,859股 | -1,781股-22.66% | 减仓 |
 谷歌AGOOGL |
| 0.13% | 0.21% | $110.6万 | 3,122股 | $137.6万 | 4,797股 | -1,675股-34.92% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.12% | 0.13% | $101.5万 | 1,360股 | $87.4万 | 1,344股 | +16股+1.19% | 加仓 |
| GGLACIER BANCORP NEWGBCI |
| 0.11% | 0.13% | $98.6万 | 1.9万股 | $86.4万 | 1.9万股 | -213股-1.10% | 减仓 |
 CAL MAINE FOODS COM NEWCALM |
| 0.08% | — | $74.6万 | 8,740股 | $0 | 0股 | +8,740股 | 新买入 |
 雪佛龙CVX |
| 0.06% | 0.11% | $56.4万 | 3,401股 | $70.6万 | 3,411股 | -10股-0.29% | 减仓 |
| BBANK OF AMERBAC |
| 0.06% | 0.09% | $55.7万 | 9,783股 | $60.6万 | 1.2万股 | -2,656股-21.35% | 减仓 |
 亚马逊AMZN |
| 0.06% | 0.09% | $54.7万 | 2,273股 | $63.2万 | 3,033股 | -760股-25.06% | 减仓 |
