Cincinnati Specialty Underwriters Insurance CO 13F 持仓 · 2026年Q2
Cincinnati Specialty Underwriters Insurance 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 44 只证券，申报市值合计 4.49 亿美元。前几大持仓：AAPL（16.31%）、AVGO（14.65%）、ENB（5.36%）。本季前 25 大持仓中：减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE ORD | $73.2M | 16.31% | 253,080 | 持平 |
| 2 | AVGO | BROADCOM ORD | $65.8M | 14.65% | 174,118 | 减持 |
| 3 | ENB | ENBRIDGE ORD | $24.1M | 5.36% | 443,664 | 持平 |
| 4 | MSFT | MICROSOFT ORD | $22.4M | 4.98% | 60,000 | 持平 |
| 5 | CSCO | CISCO SYSTEMS ORD | $15.2M | 3.39% | 129,500 | 持平 |
| 6 | ADI | ANALOG DEVICES ORD | $14.8M | 3.30% | 37,300 | 持平 |
| 7 | OC | OWENS CORNIING ORD | $13.3M | 2.96% | 83,700 | 持平 |
| 8 | LAM RESEARCH ORD | $12.1M | 2.69% | 27,830 | 持平 | |
| 9 | VLO | VALERO ENERGY ORD | $11.5M | 2.56% | 44,133 | 持平 |
| 10 | ABBV | ABBVIE ORD | $11.4M | 2.53% | 45,200 | 持平 |
| 11 | HD | HOME DEPOT ORD | $11.3M | 2.51% | 32,000 | 持平 |
| 12 | WEC | WEC ENERGY GROUP ORD | $11.1M | 2.47% | 95,000 | 持平 |
| 13 | UNH | UNITEDHEALTH GRP ORD | $10.8M | 2.41% | 26,000 | 持平 |
| 14 | ADP | AUTOMATIC DATA PROCESSING ORD | $10.5M | 2.34% | 47,000 | 持平 |
| 15 | MCHP | MICROCHIP TECHNOLOGY ORD | $10.5M | 2.34% | 115,000 | 持平 |
| 16 | RPM | RPM ORD | $8.9M | 1.98% | 80,000 | 持平 |
| 17 | AJG | ARTHUR J GALLAGHER ORD | $8.2M | 1.82% | 35,671 | 持平 |
| 18 | TMO | THERMO FISHER SCIENTIFIC ORD | $7.9M | 1.76% | 15,800 | 持平 |
| 19 | MMM | 3M ORD | $6.5M | 1.45% | 40,100 | 持平 |
| 20 | PLD | PROLOGIS REIT | $6.4M | 1.43% | 47,325 | 持平 |
| 21 | MDLZ | MONDELEZ INTERNATIONAL CL A ORD | $6.1M | 1.35% | 104,700 | 持平 |
| 22 | MRSH | MARSH ORD | $6.0M | 1.33% | 35,826 | 持平 |
| 23 | PM | PHILIP MORRIS INTERNATIONAL ORD | $5.9M | 1.31% | 32,620 | 持平 |
| 24 | TJX | TJX ORD | $5.6M | 1.25% | 37,000 | 持平 |
| 25 | PG | PROCTER & GAMBLE ORD | $5.5M | 1.23% | 37,700 | 持平 |
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