| AAlphabet Inc Class CGOOG |
| 9.39% | 8.3% | $3.71亿 | 105.0万股 | $2.87亿 | 100.0万股 | +5.0万股+4.96% | 加仓 |
 伯克希尔哈撒韦BRK.A |
| 9.22% | 9.87% | $3.64亿 | 486股 | $3.41亿 | 475股 | +11股+2.32% | 加仓 |
 Meta平台META |
| 7.37% | 8.53% | $2.91亿 | 51.7万股 | $2.95亿 | 51.5万股 | +2,000股+0.39% | 加仓 |
 WESTERN ALLIANCE BANCORPWAL |
| 6.94% | 6.32% | $2.74亿 | 333.6万股 | $2.18亿 | 308.3万股 | +25.3万股+8.21% | 加仓 |
 Markel Group Inc.MKL |
| 4.56% | 3.91% | $1.80亿 | 9.2万股 | $1.35亿 | 7.1万股 | +2.1万股+30.40% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 4.49% | 4.38% | $1.77亿 | 35.4万股 | $1.51亿 | 31.6万股 | +3.9万股+12.22% | 加仓 |
 CHUBB LIMITEDCB |
| 4.27% | 4.66% | $1.69亿 | 49.5万股 | $1.61亿 | 49.5万股 | 00.00% | 持仓不变 |
 ICICI BANK LIMITEDIBN |
| 4.21% | 4.01% | $1.66亿 | 580.0万股 | $1.38亿 | 580.4万股 | -4,000股-0.07% | 减仓 |
 摩根大通JPM |
| 4.09% | 3.99% | $1.62亿 | 49.4万股 | $1.38亿 | 46.9万股 | +2.5万股+5.36% | 加仓 |
 AXOS FINANCIALAX |
| 3.79% | 3.59% | $1.50亿 | 153.5万股 | $1.24亿 | 153.5万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 2.79% | 2.89% | $1.10亿 | 50.5万股 | $1.00亿 | 50.5万股 | 00.00% | 持仓不变 |
 VisaV |
| 2.78% | 2.8% | $1.10亿 | 32.0万股 | $9,671.7万 | 32.0万股 | 00.00% | 持仓不变 |
 GLOBAL PMTS COMGPN |
| 2.73% | 2.89% | $1.08亿 | 148.5万股 | $9,994.1万 | 148.5万股 | 00.00% | 持仓不变 |
 FIRST AMERN FINLFAF |
| 2.61% | 2.62% | $1.03亿 | 150.0万股 | $9,043.5万 | 150.0万股 | 00.00% | 持仓不变 |
 M&T银行MTB |
| 2.47% | 2.45% | $9,758.4万 | 41.0万股 | $8,475.5万 | 41.0万股 | 00.00% | 持仓不变 |
 高盛GS |
| 2.37% | 2.26% | $9,344.1万 | 9.2万股 | $7,816.2万 | 9.2万股 | 00.00% | 持仓不变 |
 埃森哲ACN |
| 2.33% | 3.1% | $9,208.6万 | 74.0万股 | $1.07亿 | 54.0万股 | +20.0万股+37.04% | 加仓 |
 SERVISFIRST BANCSHARESSFBS |
| 2% | 1.92% | $7,897.5万 | 91.0万股 | $6,630.3万 | 91.0万股 | 00.00% | 持仓不变 |
 FIVE STAR BANCORPFSBC |
| 1.86% | 1.65% | $7,359.5万 | 151.2万股 | $5,701.4万 | 151.2万股 | 00.00% | 持仓不变 |
| EEquity ResidentialVMRK |
| 1.83% | 1.83% | $7,234.5万 | 106.5万股 | $6,317.2万 | 106.8万股 | -3,000股-0.28% | 减仓 |
 iShares安硕·MBSACGL |
| 1.6% | 1.81% | $6,308.9万 | 65.0万股 | $6,239.4万 | 65.0万股 | 00.00% | 持仓不变 |
 阿里巴巴BABA |
| 1.48% | 2.21% | $5,831.4万 | 60.8万股 | $7,622.5万 | 60.8万股 | 00.00% | 持仓不变 |
| MMARKETAXESSMKTX |
| 1.44% | 0.52% | $5,674.5万 | 50.0万股 | $1,795.7万 | 10.9万股 | +39.1万股+359.36% | 加仓 |
 TRICO BANCSHARESTCBK |
| 1.43% | 1.44% | $5,637.6万 | 104.7万股 | $4,977.0万 | 104.7万股 | 00.00% | 持仓不变 |
 AMERIS BANCORPABCB |
| 1.42% | 1.4% | $5,612.4万 | 62.2万股 | $4,849.4万 | 62.2万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.33% | 1.47% | $5,238.7万 | 10.2万股 | $5,096.5万 | 10.2万股 | 00.00% | 持仓不变 |
| CCARLYLE COMCG |
| 1.21% | 1.58% | $4,762.6万 | 113.1万股 | $5,472.9万 | 113.1万股 | 00.00% | 持仓不变 |
 美国合众银行USB |
| 1.09% | 1.08% | $4,319.9万 | 71.5万股 | $3,719.8万 | 71.5万股 | 00.00% | 持仓不变 |
 OLD SECOND BANCORP DELOSBC |
| 1.06% | 1.05% | $4,197.6万 | 180.0万股 | $3,628.8万 | 180.0万股 | 00.00% | 持仓不变 |
 雷蒙德詹姆斯RJF |
| 1.04% | 1.13% | $4,104.8万 | 27.0万股 | $3,909.3万 | 27.0万股 | 00.00% | 持仓不变 |
| FFB FINLFBK |
| 0.87% | 0.93% | $3,427.5万 | 61.9万股 | $3,216.3万 | 61.9万股 | 00.00% | 持仓不变 |
| CCNB FINL PACCNE |
| 0.81% | 0.8% | $3,202.5万 | 95.0万股 | $2,751.2万 | 95.0万股 | 00.00% | 持仓不变 |
 WELLS FARGO NEWWFC |
| 0.71% | 0.78% | $2,793.0万 | 33.8万股 | $2,690.6万 | 33.8万股 | 00.00% | 持仓不变 |
| IINFLEQTIONINFQ |
| 0.7% | — | $2,778.3万 | 208.6万股 | $0 | 0股 | +208.6万股 | 新买入 |
 美国运通AXP |
| 0.54% | 0.55% | $2,131.0万 | 6.3万股 | $1,905.6万 | 6.3万股 | 00.00% | 持仓不变 |
 道富·CORP COMSTT |
| 0.33% | 0.42% | $1,289.0万 | 7.6万股 | $1,468.1万 | 11.6万股 | -4.0万股-34.48% | 减仓 |
 TIMBERLAND BANCORP INC COMTSBK |
| 0.2% | 0.2% | $781.8万 | 17.4万股 | $688.0万 | 17.4万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.12% | 0.07% | $479.0万 | 6,626股 | $226.5万 | 6,626股 | 00.00% | 持仓不变 |
 埃克森美孚XOM |
| 0.08% | 0.12% | $330.4万 | 2.4万股 | $410.0万 | 2.4万股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.08% | 0.09% | $317.5万 | 1.3万股 | $305.6万 | 1.3万股 | 00.00% | 持仓不变 |
 可口可乐KO |
| 0.05% | 0.06% | $203.2万 | 2.5万股 | $190.1万 | 2.5万股 | 00.00% | 持仓不变 |
 贝莱德·INC COMBLK |
| 0.05% | 0.06% | $201.9万 | 2,100股 | $202.0万 | 2,100股 | 00.00% | 持仓不变 |
 美高梅MGM |
| 0.04% | 0.03% | $150.4万 | 3.1万股 | $116.4万 | 3.1万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.04% | 0.04% | $142.9万 | 4,000股 | $136.6万 | 4,750股 | -750股-15.79% | 减仓 |
 迪尔DE |
| 0.03% | 0.03% | $123.2万 | 1,943股 | $109.4万 | 1,943股 | 00.00% | 持仓不变 |
 TRAVELERS COSTRV |
| 0.03% | 0.03% | $120.6万 | 3,653股 | $106.6万 | 3,653股 | 00.00% | 持仓不变 |
 礼来LLY |
| 0.02% | 0.02% | $76.4万 | 637股 | $58.6万 | 637股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.01% | 0.01% | $51.4万 | 4,000股 | $48.1万 | 4,000股 | 00.00% | 持仓不变 |
 林德LIN |
| 0.01% | 0.01% | $46.7万 | 900股 | $44.6万 | 900股 | 00.00% | 持仓不变 |
 WEYERHAEUSERWY |
| 0.01% | 0.01% | $41.4万 | 1.7万股 | $41.6万 | 1.7万股 | 00.00% | 持仓不变 |
