Elkfork Partners LLC 13F 持仓 · 最近申报 2019年Q3
Elkfork Partners 在 2019年Q3（报告期截至 2019-09-30）的 SEC 13F 申报中报告了 1,052 只证券，申报市值合计 41.11 亿美元。前几大持仓：MSFT（6.66%）、GOOGL（3.63%）、AMZN（3.13%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp | $274.0M | 6.66% | 2.0M | 增持 |
| 2 | GOOGL | Google Inc | $149.2M | 3.63% | 122,220 | 增持 |
| 3 | AMZN | Amazon.com Inc | $128.7M | 3.13% | 74,116 | 增持 |
| 4 | JNJ | Johnson & Johnson | $112.3M | 2.73% | 867,636 | 增持 |
| 5 | V | Visa Inc | $91.5M | 2.22% | 531,720 | 增持 |
| 6 | INTC | Intel Corp | $86.1M | 2.09% | 1.7M | 减持 |
| 7 | META | Facebook Inc | $72.9M | 1.77% | 409,156 | 增持 |
| 8 | BA | Boeing Co/The | $61.0M | 1.48% | 160,276 | 减持 |
| 9 | ORLY | O'Reilly Automotive Inc | $59.8M | 1.45% | 150,024 | 减持 |
| 10 | TJX | TJX Cos Inc | $55.9M | 1.36% | 1.0M | 减持 |
| 11 | WFC | Wells Fargo & Co | $53.3M | 1.30% | 1.1M | 减持 |
| 12 | CME | CME Group Inc/IL | $52.4M | 1.28% | 248,080 | 减持 |
| 13 | MA | Mastercard Inc | $52.7M | 1.28% | 194,152 | 增持 |
| 14 | XOM | Exxon Mobil Corp | $50.4M | 1.23% | 713,834 | 增持 |
| 15 | FTV | Fortive Corp | $45.7M | 1.11% | 666,060 | 增持 |
| 16 | DIS | Walt Disney Co/The | $44.4M | 1.08% | 340,428 | 减持 |
| 17 | UNP | Union Pacific Corp | $43.3M | 1.05% | 267,410 | 增持 |
| 18 | SO | Southern Co/The | $41.5M | 1.01% | 672,214 | 减持 |
| 19 | MAR | Marriott International Inc/DE | $40.2M | 0.98% | 323,232 | 减持 |
| 20 | KNX | Knight-Swift Transportation Holdings Inc | $39.4M | 0.96% | 1.1M | 减持 |
| 21 | PG | Procter & Gamble Co/The | $38.9M | 0.95% | 312,902 | 减持 |
| 22 | PLD | Prologis Inc | $38.0M | 0.92% | 445,740 | 增持 |
| 23 | DAL | Delta Air Lines Inc | $36.6M | 0.89% | 636,208 | 增持 |
| 24 | ADBE | Adobe Systems Inc | $35.9M | 0.87% | 129,932 | 减持 |
| 25 | USB | US Bancorp/MN | $35.3M | 0.86% | 637,912 | 减持 |
来源：SEC 13F 申报文件 · 截至 2019-09-30
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