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Red Cedar Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

Red Cedar Capital, LLC

No.11363 数据截至 2022Q4
最新持仓市值 (Q4 2022)
$1.57亿
环比变动 Q3 2022
+$1,507.8万+10.6%
持仓股票数
182
新买入
0
加仓
16
减仓
6
清仓
2
持股不变
160
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2022 市值Q4 2022 股数上季度市值上季度股数股数变动操作
汽车地带AZO
10.45%10.05%$1,643.0万6,662股$1,428.2万6,668股-6股-0.09%减仓
BBOSTON OMAHA CORP CL A COM STKBOC
8.08%7.77%$1,270.4万47.9万股$1,103.4万47.9万股+503股+0.11%加仓
COPART COMCPRT
7.26%7.01%$1,141.5万18.7万股$996.2万9.4万股+9.4万股+100.22%加仓
伯克希尔哈撒韦BRK.B
6.59%6.32%$1,035.1万3.4万股$897.6万3.4万股-104股-0.31%减仓
ROSS STORES COMROST
5.38%4.32%$845.3万7.3万股$613.7万7.3万股00.00%持仓不变
可口可乐KO
3.75%3.65%$589.7万9.3万股$519.3万9.3万股00.00%持仓不变
沃特世WAT
3.69%3.2%$579.4万1.7万股$454.6万1.7万股+45股+0.27%加仓
HCA医疗HCA
3.49%2.94%$549.2万2.3万股$418.4万2.3万股+125股+0.55%加仓
埃森哲ACN
3.4%3.6%$535.0万2.0万股$511.3万2.0万股+178股+0.90%加仓
WELLS FARGO NEWWFC
3.39%3.66%$533.5万12.9万股$519.6万12.9万股00.00%持仓不变
TELEFLEX INCORPORATEDTFX
3.3%2.93%$519.0万2.1万股$416.7万2.1万股+103股+0.50%加仓
伯克希尔哈撒韦BRK.A
3.28%3.15%$515.6万11股$447.1万11股00.00%持仓不变
AAlphabet Inc Class CGOOG
2.66%3.19%$417.9万4.7万股$452.8万4.7万股00.00%持仓不变
Elevance健康ELV
2.25%2.2%$352.9万6,880股$312.5万6,880股00.00%持仓不变
谷歌AGOOGL
2.06%2.47%$323.8万3.7万股$351.0万3.7万股00.00%持仓不变
VVALMONT INDSVMI
1.97%2.15%$310.4万9,386股$306.0万1.1万股-2,007股-17.62%减仓
TJXTJX
1.82%1.57%$286.7万3.6万股$223.7万3.6万股00.00%持仓不变
苹果AAPL
1.5%1.76%$235.6万1.8万股$250.6万1.8万股00.00%持仓不变
LLiberty Media Corp Series A Liberty MediaFWONK
1.39%1.51%$218.2万4.1万股$214.5万4.1万股00.00%持仓不变
联合健康UNH
1.37%1.44%$215.6万4,066股$205.3万4,066股00.00%持仓不变
MISTRAS GROUP INC COMMG
1.24%1.24%$194.8万39.5万股$175.9万39.4万股+799股+0.20%加仓
DIAGEO SPON ADR NEWDEO
1.19%1.25%$186.8万1.0万股$178.0万1.0万股00.00%持仓不变
美国合众银行USB
1.18%1.2%$185.5万4.3万股$169.9万4.2万股+397股+0.94%加仓
TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA
1.08%1.06%$170.1万18.7万股$150.3万18.6万股+306股+0.16%加仓
百事可乐PEP
1.04%1.04%$163.8万9,065股$148.0万9,065股00.00%持仓不变
V先锋领航斯科茨代尔基金BSV
1.03%1.12%$161.1万2.1万股$159.2万2.1万股00.00%持仓不变
微软MSFT
0.98%1.05%$154.3万6,434股$149.8万6,434股00.00%持仓不变
Markel Group Inc.MKL
0.98%0.89%$153.5万1,165股$126.3万1,165股00.00%持仓不变
DDREAM FINDERS HOMESDFH
0.92%1.28%$144.7万16.7万股$181.2万17.1万股-3,812股-2.23%减仓
SSPDR标普500 ETFSPY
0.81%0.87%$128.0万3,346股$124.0万3,473股-127股-3.66%减仓
EENOVISENOV
0.75%0.71%$117.2万2.2万股$100.9万2.2万股00.00%持仓不变
CVS健康CVS
0.62%0.71%$98.1万1.1万股$100.4万1.1万股00.00%持仓不变
BBANK OF AMERBAC
0.61%0.61%$95.2万2.9万股$86.0万2.8万股+250股+0.88%加仓
家得宝HD
0.51%0.5%$80.6万2,553股$70.4万2,553股00.00%持仓不变
美国运通AXP
0.47%0.48%$74.1万5,016股$67.7万5,016股00.00%持仓不变
CCARMAXKMX
0.45%0.54%$71.2万1.2万股$77.2万1.2万股00.00%持仓不变
好事达ALL
0.43%0.44%$67.8万5,000股$62.3万5,000股00.00%持仓不变
EESABESAB
0.43%0.34%$67.5万1.4万股$48.0万1.4万股00.00%持仓不变
S嘉信·USSCHX
0.4%0.41%$62.2万1.4万股$58.3万1.4万股00.00%持仓不变
AMGEN COMAMGN
0.38%0.36%$59.9万2,280股$51.4万2,280股00.00%持仓不变
AAMDOCS SHSDOX
0.37%0.36%$58.0万6,380股$50.7万6,380股00.00%持仓不变
穆迪MCO
0.37%0.35%$57.7万2,070股$50.3万2,070股00.00%持仓不变
BBROOKFIELD ASSET MANAGMT LTDBAM
0.33%0.47%$51.2万1.6万股$67.1万1.6万股00.00%持仓不变
3M COMMMM
0.29%0.29%$44.9万3,743股$41.4万3,743股00.00%持仓不变
BBROWN FORMANBF.B
0.28%0.31%$43.2万6,582股$43.8万6,582股00.00%持仓不变
艾伯维ABBV
0.27%0.26%$42.9万2,652股$37.3万2,776股-124股-4.47%减仓
ADVANCE AUTO PARTSAAP
0.27%0.31%$42.1万2,862股$44.7万2,862股00.00%持仓不变
第一资本COF
0.27%0.29%$41.9万4,512股$41.6万4,512股00.00%持仓不变
ADPADP
0.21%0.22%$33.5万1,403股$31.7万1,403股00.00%持仓不变
SSPDR道富指数基金SPDW
0.21%0.2%$32.5万1.1万股$28.3万1.1万股00.00%持仓不变

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