Bourne Lent Asset Management Inc 13F 持仓 · 2026年Q2
Bourne Lent Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 65 只证券，申报市值合计 2.89 亿美元。前几大持仓：AAPL（12.08%）、GOOG（11.62%）、GOOGL（11.13%）。本季前 25 大持仓中：增持 5 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $35.0M | 12.08% | 120,823 | 减持 |
| 2 | GOOG | ALPHABET INC | $33.6M | 11.62% | 95,190 | 减持 |
| 3 | GOOGL | ALPHABET INC | $32.2M | 11.13% | 90,108 | 减持 |
| 4 | MSFT | MICROSOFT CORP | $26.6M | 9.20% | 71,388 | 减持 |
| 5 | PWR | QUANTA SVCS INC | $19.5M | 6.75% | 27,145 | 减持 |
| 6 | IDXX | IDEXX LABS INC | $16.3M | 5.65% | 31,048 | 减持 |
| 7 | CSCO | CISCO SYS INC | $11.9M | 4.11% | 101,319 | 减持 |
| 8 | ADBE | ADOBE INC | $11.8M | 4.08% | 57,575 | 减持 |
| 9 | ISRG | INTUITIVE SURGICAL INC | $10.6M | 3.66% | 26,643 | 减持 |
| 10 | BMY | BRISTOL-MYERS SQUIBB CO | $6.7M | 2.33% | 117,066 | 减持 |
| 11 | AMZN | AMAZON COM INC | $6.1M | 2.13% | 25,803 | 减持 |
| 12 | QCOM | QUALCOMM INC | $5.9M | 2.05% | 32,153 | 减持 |
| 13 | PAYX | PAYCHEX INC | $5.0M | 1.72% | 50,632 | 减持 |
| 14 | NVDA | NVIDIA CORPORATION | $4.9M | 1.68% | 24,340 | 持平 |
| 15 | ENB | ENBRIDGE INC | $4.7M | 1.62% | 86,650 | 增持 |
| 16 | LLY | ELI LILLY & CO | $4.7M | 1.61% | 3,887 | 持平 |
| 17 | SYM | SYMBOTIC INC | $4.0M | 1.39% | 89,710 | 增持 |
| 18 | AMGN | AMGEN INC | $3.6M | 1.23% | 9,860 | 增持 |
| 19 | JNJ | JOHNSON & JOHNSON | $3.1M | 1.07% | 12,206 | 减持 |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.04% | 4 | 持平 |
| 21 | LHX | L3HARRIS TECHNOLOGIES INC | $2.8M | 0.98% | 9,790 | 减持 |
| 22 | UPS | UNITED PARCEL SVCS INC | $2.8M | 0.97% | 26,033 | 增持 |
| 23 | TSLA | TESLA INC | $2.6M | 0.91% | 6,275 | 持平 |
| 24 | MA | MASTERCARD INCORPORATED | $2.6M | 0.90% | 5,088 | 增持 |
| 25 | V | VISA INC | $2.4M | 0.84% | 7,050 | 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