Coulter & Justus Financial Services, LLC 13F 持仓 · 最近申报 2024年Q1
Coulter & Justus Financial Services 在 2024年Q1（报告期截至 2024-03-31）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 4.50 亿美元。前几大持仓：JPM（5.56%）、GOOG（5.45%）、AXP（5.03%）。本季前 25 大持仓中：新建仓 24 只、增持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPM | JP Morgan Chase & Company | $25.1M | 5.56% | 125,066 | 新建仓 |
| 2 | GOOG | Alphabet Inc - Class C | $24.5M | 5.45% | 161,104 | 新建仓 |
| 3 | AXP | American Express Company | $22.6M | 5.03% | 99,401 | 新建仓 |
| 4 | SYK | Stryker Corporation | $21.3M | 4.74% | 59,606 | 新建仓 |
| 5 | APH | Amphenol Corp Cl A | $19.2M | 4.26% | 166,324 | 新建仓 |
| 6 | QCOM | Qualcomm Inc. | $18.3M | 4.07% | 108,218 | 新建仓 |
| 7 | A | Agilent Technologies | $15.7M | 3.49% | 108,005 | 新建仓 |
| 8 | LOW | Lowes Companies Inc. | $15.6M | 3.47% | 61,253 | 新建仓 |
| 9 | TSM | Taiwan Semiconductor ADR | $14.2M | 3.16% | 104,506 | 新建仓 |
| 10 | CAT | Caterpillar Inc. | $14.1M | 3.14% | 38,531 | 增持 |
| 11 | PEP | PepsiCo Inc. | $13.7M | 3.03% | 78,016 | 新建仓 |
| 12 | LIN | Linde plc | $13.6M | 3.02% | 29,270 | 新建仓 |
| 13 | MRK | Merck & Co Inc | $13.4M | 2.97% | 101,223 | 新建仓 |
| 14 | NKE | Nike Inc. | $11.7M | 2.61% | 124,894 | 新建仓 |
| 15 | IGV | iShares North Amer Tech | $11.7M | 2.60% | 137,195 | 新建仓 |
| 16 | RCL | Royal Caribbean Cruises | $11.4M | 2.54% | 82,268 | 新建仓 |
| 17 | ECL | Ecolab Inc. | $11.2M | 2.48% | 48,397 | 新建仓 |
| 18 | CMI | Cummins Inc | $10.7M | 2.38% | 36,317 | 新建仓 |
| 19 | SRCL | Stericycle Inc. | $10.7M | 2.38% | 203,361 | 新建仓 |
| 20 | NEE | Nextera Energy Inc | $9.9M | 2.19% | 154,172 | 新建仓 |
| 21 | UPS | United Parcel Service | $9.3M | 2.06% | 62,333 | 新建仓 |
| 22 | DIS | Walt Disney Company | $9.1M | 2.02% | 74,312 | 新建仓 |
| 23 | MDT | Medtronic PLC | $8.3M | 1.85% | 95,453 | 新建仓 |
| 24 | GILD | Gilead Sciences Inc | $8.2M | 1.82% | 111,668 | 新建仓 |
| 25 | V | Visa Inc | $8.1M | 1.79% | 28,915 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-03-31
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