Barr E S & Co 13F 持仓 · 2026年Q2
Barr E S & 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 112 只证券，申报市值合计 17.84 亿美元。前几大持仓：BRKB（13.51%）、GOOG（9.38%）、MKL（8.44%）。本季前 25 大持仓中：增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY B | $241.0M | 13.51% | 481,709 | 减持 |
| 2 | GOOG | ALPHABET INC SHS CL C | $167.4M | 9.38% | 473,699 | 减持 |
| 3 | MKL | MARKEL GROUP INC | $150.5M | 8.44% | 77,051 | 减持 |
| 4 | GS | GOLDMAN SACHS INC | $124.2M | 6.96% | 122,798 | 减持 |
| 5 | JPM | JPMORGAN CHASE & CO | $109.1M | 6.12% | 333,377 | 减持 |
| 6 | AMZN | AMAZON.COM INC | $104.2M | 5.84% | 437,392 | 减持 |
| 7 | MCO | MOODY'S CORP | $74.0M | 4.15% | 163,383 | 增持 |
| 8 | HOMB | HOME BANCSHARES INC | $70.2M | 3.94% | 2.5M | 增持 |
| 9 | SCHW | SCHWAB CHARLES CORP | $68.3M | 3.83% | 739,955 | 减持 |
| 10 | BX | BLACKSTONE INC | $57.1M | 3.20% | 485,135 | 减持 |
| 11 | BRO | BROWN & BROWN INC | $52.5M | 2.94% | 817,719 | 减持 |
| 12 | GOOGL | ALPHABET INC SHS CL A | $49.1M | 2.75% | 137,398 | 减持 |
| 13 | AAPL | APPLE INC | $47.7M | 2.67% | 164,751 | 减持 |
| 14 | AXP | AMERICAN EXPRESS CO | $47.2M | 2.65% | 139,614 | 减持 |
| 15 | BN | BROOKFIELD CORP | $38.3M | 2.15% | 898,434 | 减持 |
| 16 | MA | MASTERCARD INC | $36.4M | 2.04% | 70,930 | 增持 |
| 17 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $30.2M | 1.70% | 120,988 | 增持 |
| 18 | BSV | VANGUARD BD INDEX FDS | $29.6M | 1.66% | 380,212 | 减持 |
| 19 | JNJ | JOHNSON AND JOHNSON | $29.2M | 1.64% | 115,055 | 减持 |
| 20 | MTD | METTLER-TOLEDO INTL INC | $27.4M | 1.54% | 21,471 | 增持 |
| 21 | BRK/A | BERKSHIRE HATHAWAY A | $21.7M | 1.22% | 29 | 持平 |
| 22 | ORLY | O'REILLY AUTOMOTIVE INC | $17.9M | 1.00% | 194,458 | 减持 |
| 23 | CHCO | CITY HOLDING CO | $16.9M | 0.95% | 127,751 | 减持 |
| 24 | ADBE | ADOBE SYS | $12.1M | 0.68% | 59,043 | 减持 |
| 25 | FCNCA | FIRST CTZNS BANCSHARES INC N | $11.5M | 0.65% | 5,546 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
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