Cincinnati Casualty Co 13F 持仓 · 2026年Q2
Cincinnati Casualty 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 1.88 亿美元。前几大持仓：CMI（17.41%）、MSFT（15.83%）、DOV（10.71%）。本季前 25 大持仓中：新建仓 2 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CMI | CUMMINS ORD | $32.8M | 17.41% | 46,000 | 持平 |
| 2 | MSFT | MICROSOFT ORD | $29.8M | 15.83% | 80,000 | 持平 |
| 3 | DOV | DOVER ORD | $20.2M | 10.71% | 90,000 | 持平 |
| 4 | ENB | ENBRIDGE ORD | $16.8M | 8.90% | 309,418 | 持平 |
| 5 | ADP | AUTOMATIC DATA PROCESSING ORD | $16.1M | 8.56% | 72,000 | 持平 |
| 6 | DUK | DUKE ENERGY ORD | $8.4M | 4.45% | 66,300 | 持平 |
| 7 | RTX | RTX ORD | $7.6M | 4.03% | 40,000 | 持平 |
| 8 | APD | AIR PRODUCTS AND CHEMICALS ORD | $7.3M | 3.85% | 24,750 | 持平 |
| 9 | JNJ | JOHNSON & JOHNSON ORD | $6.3M | 3.37% | 25,000 | 持平 |
| 10 | HON | HONEYWELL INTERNATIONAL ORD | $5.6M | 2.97% | 25,000 | 新建仓 |
| 11 | HONA | HONEYWELL AEROSPACE ORD | $5.5M | 2.93% | 25,000 | 新建仓 |
| 12 | TMO | THERMO FISHER SCIENTIFIC ORD | $4.9M | 2.58% | 9,682 | 持平 |
| 13 | USB | US BANCORP ORD | $4.8M | 2.56% | 80,000 | 持平 |
| 14 | TJX | TJX ORD | $4.2M | 2.21% | 27,500 | 持平 |
| 15 | WEC | WEC ENERGY GROUP ORD | $3.6M | 1.92% | 31,000 | 持平 |
| 16 | ADI | ANALOG DEVICES ORD | $3.3M | 1.76% | 8,355 | 持平 |
| 17 | HD | HOME DEPOT ORD | $2.5M | 1.31% | 7,000 | 持平 |
| 18 | ACN | ACCENTURE CL A ORD | $1.9M | 0.99% | 15,000 | 持平 |
| 19 | HAS | HASBRO ORD | $1.8M | 0.94% | 21,500 | 持平 |
| 20 | PNW | PINNACLE WEST ORD | $1.6M | 0.85% | 14,958 | 持平 |
| 21 | RF | REGIONS FINANCIAL ORD | $1.1M | 0.60% | 37,440 | 持平 |
| 22 | LYB | LYONDELLBASELL INDUSTRIES CL A ORD | $931,010 | 0.49% | 17,683 | 持平 |
| 23 | CMCSA | COMCAST CL A ORD | $859,250 | 0.46% | 35,000 | 持平 |
| 24 | WAL | WESTERN ALLIANCE ORD | $608,691 | 0.32% | 7,405 | 持平 |
| 25 | HON | HONEYWELL INTERNATIONAL ORD | $0 | 0.00% | 0 | 清仓 |
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