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Farmer Steven Patrick 13F 持仓 · 最近申报 2022年Q2

Farmer Steven Patrick 在 2022年Q2(报告期截至 2022-06-30)的 SEC 13F 申报中报告了 309 只证券,申报市值合计 64.17 亿美元。前几大持仓:PEP(2.71%)、PGR(2.45%)、DEO(2.38%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1PEPPepsico Incorporated$174.0M2.71%1.0M新建仓
2PGRProgressive Corporation$157.2M2.45%1.4M新建仓
3DEODiageo PLC$152.5M2.38%876,066新建仓
4PAYXPaychex Incorporated$146.4M2.28%1.3M新建仓
5FASTFastenal Company$140.3M2.19%2.8M新建仓
6LMTLockheed Martin Corporation$140.6M2.19%327,065新建仓
7CBChubb Corporation$137.3M2.14%698,529新建仓
8MSFTMicrosoft Corporation$133.7M2.08%520,739新建仓
9SOSouthern Company$133.1M2.07%1.9M新建仓
10SNASnap-on Incorporated$130.0M2.03%659,919新建仓
11NSRGYNestle SA$124.4M1.94%1.1M新建仓
12LINLinde PLC$123.3M1.92%428,692新建仓
13CVXChevron Corporation$118.2M1.84%816,334新建仓
14CLColgate-Palmolive Company$116.9M1.82%1.5M新建仓
15BRBroadridge Financial Solutions$115.7M1.80%811,925新建仓
16HDHome Depot Incorporated$111.8M1.74%407,616新建仓
17BIPCBrookfield Infrastructure$110.5M1.72%2.6M新建仓
18RYNRayonier Incorporated$109.5M1.71%2.9M新建仓
19PIIPolaris Industries$108.6M1.69%1.1M新建仓
20NTRSNorthern Trust Corporation$107.6M1.68%1.1M新建仓
21ADIAnalog Devices Incorporated$103.6M1.61%709,267新建仓
22ETREntergy Corporation$99.3M1.55%881,730新建仓
23SLGSL Green Realty$96.0M1.50%2.1M新建仓
24WYWeyerhaeuser Company$94.8M1.48%2.9M新建仓
25DLRDigital Realty Trust Incorpora$92.4M1.44%711,692新建仓

来源:SEC 13F 申报文件 · 截至 2022-06-30

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