 Markel Group Inc.MKL |
| 9.08% | 9.12% | $2,089.9万 | 1.1万股 | $2,115.6万 | 1.1万股 | -352股-3.18% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 8.88% | 8.36% | $2,044.2万 | 4.1万股 | $1,938.9万 | 4.0万股 | +392股+0.97% | 加仓 |
| CCIGNALIBD |
| 7.21% | 7.19% | $1,658.2万 | 6.0万股 | $1,668.7万 | 6.3万股 | -2,408股-3.85% | 减仓 |
 PHINIA COMMON STOCKPHIN |
| 6.79% | 7.54% | $1,561.5万 | 19.0万股 | $1,748.8万 | 25.6万股 | -6.6万股-25.81% | 减仓 |
 派克汉尼汾PH |
| 6.03% | 6.01% | $1,387.4万 | 1.4万股 | $1,394.7万 | 1.6万股 | -1,395股-8.95% | 减仓 |
 DOLLAR GEN NEWDG |
| 5.71% | 5.96% | $1,314.1万 | 11.4万股 | $1,382.8万 | 11.6万股 | -2,306股-1.98% | 减仓 |
 VONTIER COMVNT |
| 5.44% | 6.63% | $1,252.4万 | 43.2万股 | $1,537.9万 | 43.4万股 | -1,730股-0.40% | 减仓 |
 苹果AAPL |
| 5.1% | 4.55% | $1,174.3万 | 4.1万股 | $1,056.6万 | 4.2万股 | -1,047股-2.51% | 减仓 |
 艺康ECL |
| 4.69% | 4.49% | $1,078.9万 | 3.9万股 | $1,042.9万 | 3.9万股 | -555股-1.42% | 减仓 |
| CCARMAXKMX |
| 3.89% | 3.09% | $895.0万 | 16.9万股 | $716.1万 | 17.2万股 | -2,997股-1.74% | 减仓 |
| FFACTSET RESH SYSFDS |
| 3.43% | 3.26% | $788.8万 | 3.4万股 | $755.7万 | 3.5万股 | -545股-1.56% | 减仓 |
| HHEINEKEN HOLDINGS NV SHSHINKF |
| 3.39% | 3.21% | $780.5万 | 10.2万股 | $745.6万 | 10.5万股 | -2,830股-2.69% | 减仓 |
 SCHEIN HENRYHSIC |
| 3.31% | 3.14% | $762.2万 | 9.1万股 | $728.8万 | 9.9万股 | -7,623股-7.71% | 减仓 |
 Roper科技ROP |
| 2.92% | 2.77% | $672.8万 | 2.0万股 | $643.9万 | 1.8万股 | +1,685股+9.26% | 加仓 |
| WWOLTERS KLUWER N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSWTKWY |
| 2.85% | 2.51% | $655.3万 | 10.2万股 | $581.8万 | 7.8万股 | +2.4万股+30.43% | 加仓 |
| FFiservFISV |
| 2.37% | 2.24% | $545.7万 | 11.1万股 | $520.9万 | 9.3万股 | +1.8万股+19.16% | 加仓 |
 AIRBNB COM CL AABNB |
| 2.29% | 2.16% | $526.9万 | 3.7万股 | $500.1万 | 4.0万股 | -2,782股-7.03% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 2.24% | 2.31% | $516.2万 | 3.6万股 | $535.0万 | 2.5万股 | +1.2万股+46.48% | 加仓 |
| BBROWN FORMANBF.B |
| 2.16% | 2.24% | $497.3万 | 18.7万股 | $519.0万 | 19.6万股 | -9,663股-4.92% | 减仓 |
 美国运通AXP |
| 1.53% | 1.39% | $351.1万 | 1.0万股 | $323.7万 | 1.1万股 | -321股-3.00% | 减仓 |
 DANAHER DEL COMDHR |
| 1.41% | 1.54% | $324.8万 | 1.7万股 | $358.2万 | 1.9万股 | -1,842股-9.75% | 减仓 |
| PPROFESIONALLY MANAGED PORTFOAKRE |
| 0.92% | 0.91% | $212.3万 | 4.0万股 | $211.7万 | 4.0万股 | -140股-0.35% | 减仓 |
| IIBMIBM |
| 0.5% | 0.44% | $115.6万 | 4,112股 | $101.5万 | 4,187股 | -75股-1.79% | 减仓 |
 卡特彼勒CAT |
| 0.41% | 0.27% | $95.3万 | 895股 | $63.4万 | 895股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.39% | 0.3% | $90.0万 | 750股 | $69.0万 | 750股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 0.38% | 0.45% | $88.1万 | 7,777股 | $103.5万 | 8,327股 | -550股-6.61% | 减仓 |
 强生JNJ |
| 0.37% | 0.37% | $86.2万 | 3,396股 | $85.6万 | 3,500股 | -104股-2.97% | 减仓 |
 固安捷GWW |
| 0.35% | 0.3% | $80.4万 | 591股 | $69.2万 | 634股 | -43股-6.78% | 减仓 |
 默沙东MRK |
| 0.33% | 0.32% | $75.1万 | 5,841股 | $74.0万 | 6,149股 | -308股-5.01% | 减仓 |
 艾伯维ABBV |
| 0.32% | 0.29% | $73.5万 | 2,919股 | $67.8万 | 3,119股 | -200股-6.41% | 减仓 |
 德州仪器TXN |
| 0.31% | 0.21% | $70.6万 | 2,370股 | $48.9万 | 2,520股 | -150股-5.95% | 减仓 |
 麦当劳MCD |
| 0.29% | 0.34% | $66.2万 | 2,449股 | $79.2万 | 2,549股 | -100股-3.92% | 减仓 |
 纽蒙特NEM |
| 0.29% | 0.33% | $65.8万 | 7,050股 | $76.3万 | 7,050股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.28% | 0.26% | $63.7万 | 7,836股 | $60.7万 | 7,981股 | -145股-1.82% | 减仓 |
| B巴里克黄金GOLD |
| 0.28% | 0.3% | $63.5万 | 1.7万股 | $70.6万 | 1.7万股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.27% | 0.34% | $62.6万 | 4,578股 | $78.6万 | 4,634股 | -56股-1.21% | 减仓 |
 摩根大通JPM |
| 0.26% | 0.24% | $59.2万 | 1,810股 | $56.5万 | 1,920股 | -110股-5.73% | 减仓 |
 雪佛龙CVX |
| 0.26% | 0.32% | $59.1万 | 3,566股 | $74.9万 | 3,618股 | -52股-1.44% | 减仓 |
 好事达ALL |
| 0.25% | 0.22% | $58.4万 | 2,454股 | $50.9万 | 2,454股 | 00.00% | 持仓不变 |
 艾默生电气EMR |
| 0.25% | 0.23% | $58.0万 | 4,055股 | $53.1万 | 4,055股 | 00.00% | 持仓不变 |
 宝洁PG |
| 0.23% | 0.23% | $53.5万 | 3,651股 | $53.1万 | 3,675股 | -24股-0.65% | 减仓 |
 LIBERTY BROADBAND CORP COM SER CLBRDK |
| 0.23% | 1.51% | $52.9万 | 1.6万股 | $351.5万 | 7.0万股 | -5.4万股-77.23% | 减仓 |
 惠顿贵金属WPM |
| 0.21% | 0.24% | $48.6万 | 4,325股 | $56.7万 | 4,325股 | 00.00% | 持仓不变 |
| SSPDR黄金信托GLD |
| 0.2% | 0.23% | $46.0万 | 1,250股 | $53.8万 | 1,250股 | 00.00% | 持仓不变 |
 思科CSCO |
| 0.19% | 0.12% | $43.5万 | 3,701股 | $28.7万 | 3,701股 | 00.00% | 持仓不变 |
 Phillips 66PSX |
| 0.18% | 0.2% | $42.2万 | 2,495股 | $45.5万 | 2,495股 | 00.00% | 持仓不变 |
| DDimensional维度ETF信托DFAC |
| 0.18% | 0.16% | $41.7万 | 9,400股 | $36.5万 | 9,396股 | +4股+0.04% | 加仓 |
 雷神技术RTX |
| 0.17% | 0.18% | $39.9万 | 2,105股 | $41.8万 | 2,165股 | -60股-2.77% | 减仓 |
 壳牌SHEL |
| 0.17% | 0.2% | $39.5万 | 5,100股 | $47.4万 | 5,100股 | 00.00% | 持仓不变 |
 南方电力SO |
| 0.16% | 0.16% | $35.9万 | 3,746股 | $36.2万 | 3,746股 | 00.00% | 持仓不变 |
