Borer Denton & Associates, Inc. 13F 持仓 · 2026年Q2
Borer Denton & Associates 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 3.05 亿美元。前几大持仓：MSFT（7.81%）、BRKB（7.59%）、COST（7.22%）。本季前 25 大持仓中：新建仓 2 只、增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT | $23.8M | 7.81% | 63,866 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.1M | 7.59% | 46,218 | 增持 |
| 3 | COST | COSTCO WHOLESALE CORP | $22.0M | 7.22% | 23,523 | 增持 |
| 4 | AAPL | APPLE INC | $20.2M | 6.64% | 69,924 | 增持 |
| 5 | JNJ | JOHNSON & JOHNSON COM | $16.7M | 5.48% | 65,778 | 增持 |
| 6 | ABBV | ABBVIE INC COM | $14.7M | 4.83% | 58,459 | 增持 |
| 7 | HD | HOME DEPOT | $12.2M | 3.99% | 34,510 | 减持 |
| 8 | AON | AON PLC SHS CL A | $11.1M | 3.64% | 33,419 | 增持 |
| 9 | ITW | ILLINOIS TOOL WKS INC COM | $11.1M | 3.63% | 40,880 | 增持 |
| 10 | UNP | UNION PAC CORP COM | $11.0M | 3.61% | 40,451 | 增持 |
| 11 | BAC | BANK OF AMER CORP COM | $10.9M | 3.59% | 191,964 | 增持 |
| 12 | GS | GOLDMAN SACHS GROUP INC COM | $10.5M | 3.46% | 10,419 | 减持 |
| 13 | PEP | PEPSICO INC COM | $8.2M | 2.70% | 60,792 | 减持 |
| 14 | ORCL | ORACLE CORPORATION | $8.1M | 2.66% | 55,434 | 增持 |
| 15 | V | VISA INC COM CL A | $7.8M | 2.56% | 22,714 | 增持 |
| 16 | ABT | ABBOTT LABORATORIES COM | $7.3M | 2.38% | 80,036 | 增持 |
| 17 | BNY | BANK OF NY MELLON CORP COM | $5.1M | 1.68% | 35,368 | 减持 |
| 18 | ADI | ANALOG DEVICES INC COM | $4.5M | 1.47% | 11,257 | 减持 |
| 19 | CHD | CHURCH & DWIGHT INC | $4.1M | 1.34% | 42,030 | 增持 |
| 20 | HON | HONEYWELL INTL INC COM | $3.8M | 1.25% | 17,051 | 新建仓 |
| 21 | BDX | BECTON DICKINSON & CO COM | $3.8M | 1.24% | 24,891 | 减持 |
| 22 | HONA | HONEYWELL AEROSPACE INC COM | $3.8M | 1.24% | 17,051 | 新建仓 |
| 23 | MCD | MCDONALDS CORP COM | $3.7M | 1.23% | 13,859 | 增持 |
| 24 | CVS | CVS HEALTH CORP COM | $3.4M | 1.11% | 32,841 | 减持 |
| 25 | NVO | NOVO-NORDISK A S ADR | $3.4M | 1.10% | 70,247 | 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