Cutter & CO Brokerage, Inc. 13F 持仓 · 最近申报 2025年Q1
Cutter & CO Brokerage 在 2025年Q1（报告期截至 2025-03-31）的 SEC 13F 申报中报告了 183 只证券，申报市值合计 4.23 亿美元。前几大持仓：BRKB（15.37%）、EPD（5.53%）、NVO（4.65%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC B | $65.0M | 15.37% | 122,013 | 减持 |
| 2 | EPD | ENTERPRISE PRODUCTS | $23.4M | 5.53% | 684,113 | 增持 |
| 3 | NVO | NOVO NORDISK A S ADR | $19.6M | 4.65% | 282,972 | 减持 |
| 4 | HEI | HEICO CORP NEW | $17.3M | 4.09% | 64,647 | 增持 |
| 5 | GOOG | ALPHABET INC CL C | $17.1M | 4.04% | 109,214 | 增持 |
| 6 | LIN | LINDE PLC NEW | $14.5M | 3.43% | 31,098 | 减持 |
| 7 | CP | CANADIAN PACIFIC KANSAS | $13.5M | 3.19% | 191,875 | 减持 |
| 8 | ET | ENERGY TRANSFER LP | $10.5M | 2.47% | 562,361 | 增持 |
| 9 | AMZN | AMAZON COM INC | $8.4M | 1.98% | 43,971 | 增持 |
| 10 | LLY | ELI LILLY CO | $8.2M | 1.94% | 9,919 | 增持 |
| 11 | WSO | WATSCO INC | $7.6M | 1.81% | 15,020 | 增持 |
| 12 | AWK | AMERICAN WATER WORKS CO | $7.2M | 1.71% | 49,061 | 减持 |
| 13 | TDG | TRANSDIGM GROUP INC | $7.1M | 1.67% | 5,112 | 新建仓 |
| 14 | AAAU | GOLDMAN SACHS ETF | $6.9M | 1.64% | 223,828 | 减持 |
| 15 | REGN | REGENERON PHARM INC | $6.9M | 1.63% | 10,838 | 增持 |
| 16 | BCPC | BALCHEM CORPORATION | $6.8M | 1.61% | 40,968 | 减持 |
| 17 | MSFT | MICROSOFT CORP | $6.5M | 1.53% | 17,210 | 增持 |
| 18 | AAPL | APPLE INC | $5.8M | 1.37% | 26,119 | 减持 |
| 19 | OXY | OCCIDENTAL PETE CORP | $5.6M | 1.33% | 113,475 | 增持 |
| 20 | UNP | UNION PACIFIC CORP | $5.6M | 1.32% | 23,625 | 减持 |
| 21 | META | META PLATFORMS INC A | $5.5M | 1.31% | 9,616 | 增持 |
| 22 | VOO | VANGUARD INDX S P500 ETF | $5.0M | 1.18% | 9,690 | 减持 |
| 23 | V | VISA INC CLASS A | $4.9M | 1.17% | 14,116 | 增持 |
| 24 | MA | MASTERCARD INC CL A | $4.5M | 1.07% | 8,296 | 增持 |
| 25 | MP | MP MATLS CORP | $4.4M | 1.05% | 181,048 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-03-31
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