Elgethun Capital Management 13F 持仓 · 2026年Q2
Elgethun Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 174 只证券，申报市值合计 7.18 亿美元。前几大持仓：LLY（10.11%）、BRKB（9.47%）、FRFHF（5.83%）。本季前 25 大持仓中：新建仓 1 只、增持 22 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | LLY | ELI LILLY & CO | $72.6M | 10.11% | 60,510 | 增持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $68.0M | 9.47% | 135,910 | 增持 |
| 3 | FRFHF | FAIRFAX FINANCIAL | $41.9M | 5.83% | 25,417 | 增持 |
| 4 | EFV | ISHARES TR | $36.2M | 5.04% | 472,684 | 增持 |
| 5 | IEMG | ISHARES INC | $30.5M | 4.25% | 368,546 | 增持 |
| 6 | FNDE | SCHWAB STRATEGIC TR | $22.1M | 3.07% | 556,068 | 增持 |
| 7 | BOC | BOSTON OMAHA CORP | $19.9M | 2.78% | 1.5M | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $19.9M | 2.78% | 719,235 | 增持 |
| 9 | CASH | PATHWARD FINANCIAL INC | $18.3M | 2.55% | 210,540 | 增持 |
| 10 | TBBK | BANCORP INC DEL | $17.5M | 2.43% | 278,839 | 增持 |
| 11 | SCHB | SCHWAB STRATEGIC TR | $16.3M | 2.27% | 562,608 | 减持 |
| 12 | SCHW | SCHWAB CHARLES CORP | $14.9M | 2.07% | 161,024 | 增持 |
| 13 | VTS | VITESSE ENERGY INC | $14.8M | 2.06% | 938,964 | 增持 |
| 14 | DFH | DREAM FINDERS HOMES INC | $14.1M | 1.97% | 819,406 | 增持 |
| 15 | LBTYK | LIBERTY GLOBAL LTD | $13.7M | 1.90% | 1.2M | 增持 |
| 16 | FWONA | LIBERTY MEDIA CORP DEL | $13.6M | 1.89% | 155,327 | 增持 |
| 17 | DRVN | DRIVEN BRANDS HLDGS INC | $13.2M | 1.83% | 944,046 | 增持 |
| 18 | C | CITIGROUP INC | $11.5M | 1.60% | 82,225 | 减持 |
| 19 | AAP | ADVANCE AUTO PARTS INC | $11.0M | 1.54% | 177,210 | 增持 |
| 20 | AMLP | ALPS ETF TR | $10.2M | 1.42% | 196,637 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $10.2M | 1.42% | 27,304 | 增持 |
| 22 | LULU | LULULEMON ATHLETICA INC | $9.9M | 1.37% | 86,396 | 新建仓 |
| 23 | VBR | VANGUARD INDEX FDS | $9.7M | 1.35% | 39,970 | 增持 |
| 24 | VDE | VANGUARD WORLD FD | $9.3M | 1.30% | 61,997 | 增持 |
| 25 | BATRK | ATLANTA BRAVES HLDGS INC | $8.8M | 1.23% | 169,818 | 增持 |
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