Adirondack Retirement Specialists, Inc. 13F 持仓 · 最近申报 2023年Q3
Adirondack Retirement Specialists 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.29 亿美元。前几大持仓：TBIL（15.72%）、CASH（12.17%）、IDT（10.54%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 10 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TBIL | RBB FD INC | $20.2M | 15.72% | 403,937 | 增持 |
| 2 | CASH | PATHWARD FINANCIAL INC | $15.7M | 12.17% | 339,709 | 增持 |
| 3 | IDT | IDT CORP | $13.6M | 10.54% | 614,927 | 增持 |
| 4 | USFR | WISDOMTREE TR | $12.2M | 9.46% | 241,808 | 增持 |
| 5 | ESLT | ELBIT SYS LTD | $9.7M | 7.58% | 49,242 | 增持 |
| 6 | KKR | KKR & CO INC | $7.9M | 6.13% | 128,087 | 减持 |
| 7 | XPEL | XPEL INC | $7.6M | 5.91% | 98,550 | 减持 |
| 8 | CWH | CAMPING WORLD HLDGS INC | $6.2M | 4.84% | 305,294 | 增持 |
| 9 | DAKT | DAKTRONICS INC | $5.2M | 4.03% | 581,736 | 增持 |
| 10 | GWRE | GUIDEWIRE SOFTWARE INC | $4.2M | 3.23% | 46,120 | 减持 |
| 11 | MC | MOELIS & CO | $3.7M | 2.85% | 81,120 | 减持 |
| 12 | SHOP | SHOPIFY INC | $3.6M | 2.81% | 66,239 | 减持 |
| 13 | VLO | VALERO ENERGY CORP | $3.2M | 2.50% | 22,655 | 增持 |
| 14 | TBBK | BANCORP INC DEL | $2.9M | 2.26% | 84,332 | 增持 |
| 15 | CALY | TOPGOLF CALLAWAY BRANDS CORP | $2.7M | 2.12% | 197,495 | 增持 |
| 16 | GTLB | GITLAB INC | $2.7M | 2.11% | 59,949 | 增持 |
| 17 | DVN | DEVON ENERGY CORP NEW | $1.8M | 1.41% | 38,126 | 增持 |
| 18 | COST | COSTCO WHSL CORP NEW | $1.4M | 1.09% | 2,479 | 减持 |
| 19 | VYM | VANGUARD WHITEHALL FDS | $1.0M | 0.81% | 10,104 | 增持 |
| 20 | TPL | TEXAS PACIFIC LAND CORPORATI | $944,604 | 0.73% | 518 | 减持 |
| 21 | AAPL | APPLE INC | $736,203 | 0.57% | 4,300 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $722,518 | 0.56% | 1,661 | 新建仓 |
| 23 | OUNZ | VANECK MERK GOLD TR | $357,156 | 0.28% | 19,964 | 减持 |
| 24 | PAYS | PAYSIGN INC | $364,354 | 0.28% | 186,848 | 减持 |
| 25 | SALONA GLOBAL MEDICAL DEVICE C COM | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR