| AAlphabet Inc Class CGOOG |
| 16.07% | 14.96% | $2,014.0万 | 5.7万股 | $1,635.1万 | 5.7万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 7.2% | 5.37% | $901.9万 | 2.2万股 | $587.2万 | 2.2万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 6.27% | 6.46% | $785.6万 | 2.4万股 | $706.0万 | 2.4万股 | 00.00% | 持仓不变 |
 美国运通AXP |
| 6.24% | 6.39% | $781.4万 | 2.3万股 | $698.7万 | 2.3万股 | 00.00% | 持仓不变 |
 ROSS STORES COMROST |
| 5.89% | 6.88% | $738.6万 | 3.5万股 | $751.7万 | 3.5万股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 5.82% | 6.06% | $729.6万 | 3.3万股 | $662.1万 | 3.3万股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 5.73% | 5.62% | $717.9万 | 12.6万股 | $614.3万 | 12.6万股 | 00.00% | 持仓不变 |
 汽车地带AZO |
| 5.1% | 6.18% | $639.2万 | 2,000股 | $675.6万 | 2,000股 | 00.00% | 持仓不变 |
 VisaV |
| 4.87% | 4.92% | $610.7万 | 1.8万股 | $538.0万 | 1.8万股 | 00.00% | 持仓不变 |
 万事达MA |
| 4.5% | 5.02% | $563.9万 | 1.1万股 | $548.6万 | 1.1万股 | 00.00% | 持仓不变 |
| NNVRNVR |
| 4.3% | 4.16% | $538.3万 | 790股 | $454.7万 | 690股 | +100股+14.49% | 加仓 |
 微软MSFT |
| 4.17% | 4.74% | $522.2万 | 1.4万股 | $518.2万 | 1.4万股 | 00.00% | 持仓不变 |
 EAGLE MATLSEXP |
| 4.15% | 4% | $519.8万 | 2.3万股 | $437.6万 | 2.3万股 | 00.00% | 持仓不变 |
 TJXTJX |
| 3.63% | 6.87% | $454.5万 | 3.0万股 | $750.6万 | 4.7万股 | -1.7万股-36.17% | 减仓 |
 SAP SPON ADRSAP |
| 3.44% | — | $431.5万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
| CCONSTELLATION SOFTWARE FCNSWF |
| 3.27% | — | $409.3万 | 2,100股 | $0 | 0股 | +2,100股 | 新买入 |
 标普全球SPGI |
| 3.02% | 3.62% | $378.8万 | 9,300股 | $395.6万 | 9,300股 | 00.00% | 持仓不变 |
| DDREAM FINDERS HOMESDFH |
| 2.35% | 2.17% | $294.3万 | 17.1万股 | $237.3万 | 17.1万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 2% | 3.29% | $250.2万 | 5,000股 | $359.4万 | 7,500股 | -2,500股-33.33% | 减仓 |
 穆迪MCO |
| 1.99% | 3.31% | $249.1万 | 5,500股 | $362.1万 | 8,300股 | -2,800股-33.73% | 减仓 |
