Bmt Investment Advisors 13F 持仓 · 最近申报 2020年Q1
Bmt Investment Advisors 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 1.59 亿美元。前几大持仓：AAPL（3.79%）、MSFT（3.26%）、BDX（2.48%）。本季前 25 大持仓中：增持 2 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $6.0M | 3.79% | 23,722 | 持平 |
| 2 | MSFT | MICROSOFT CORP | $5.2M | 3.26% | 32,953 | 持平 |
| 3 | BDX | BECTON DICKINSON | $4.0M | 2.48% | 17,228 | 增持 |
| 4 | JPM | JPMORGAN | $3.9M | 2.44% | 43,205 | 持平 |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | $3.8M | 2.36% | 13,282 | 减持 |
| 6 | MA | MASTERCARD INC A | $3.6M | 2.29% | 15,085 | 持平 |
| 7 | CACI | CACI INTERNATIONAL INC | $3.4M | 2.11% | 15,913 | 持平 |
| 8 | HON | HONEYWELL INTL INC | $2.9M | 1.80% | 21,430 | 持平 |
| 9 | HRL | HORMEL FOODS CORP | $2.9M | 1.80% | 61,587 | 持平 |
| 10 | TFX | TELEFLEX INC | $2.8M | 1.79% | 9,716 | 持平 |
| 11 | ABT | ABBOTT LABS | $2.8M | 1.76% | 35,589 | 持平 |
| 12 | LHCG | LHC GROUP INC COM | $2.8M | 1.75% | 19,837 | 持平 |
| 13 | TJX | TJX COS INC | $2.7M | 1.70% | 56,706 | 持平 |
| 14 | SSB | SOUTH STATE CORPORATION | $2.7M | 1.68% | 45,665 | 增持 |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $2.7M | 1.68% | 49,830 | 持平 |
| 16 | GOOG | ALPHABET INC | $2.6M | 1.66% | 2,276 | 持平 |
| 17 | SWKS | SKYWORKS SOLUTIONS INC | $2.6M | 1.64% | 29,315 | 持平 |
| 18 | SYK | STRYKER CORP | $2.6M | 1.63% | 15,620 | 持平 |
| 19 | NDSN | NORDSON CORP | $2.6M | 1.62% | 19,082 | 持平 |
| 20 | GPN | GLOBAL PMTS INC | $2.5M | 1.58% | 17,486 | 持平 |
| 21 | MASI | MASIMO CORP | $2.5M | 1.57% | 14,100 | 减持 |
| 22 | AMGN | AMGEN INC | $2.4M | 1.52% | 11,971 | 持平 |
| 23 | AWK | AMERICAN WTR WKS CO INC NEW | $2.4M | 1.52% | 20,236 | 持平 |
| 24 | CSCO | CISCO SYSTEMS INC | $2.4M | 1.51% | 61,357 | 持平 |
| 25 | ADI | ANALOG DEVICES | $2.4M | 1.50% | 26,646 | 持平 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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