First Fiduciary Investment Counsel, Inc. 13F 持仓 · 2026年Q2
First Fiduciary Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 5.29 亿美元。前几大持仓：JPM（6.81%）、MSFT（5.54%）、BLK（4.82%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPM | JP MORGAN | $36.0M | 6.81% | 110,073 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $29.3M | 5.54% | 78,555 | 增持 |
| 3 | BLK | BLACKROCK | $25.5M | 4.82% | 26,541 | 增持 |
| 4 | LOW | LOWE'S | $23.9M | 4.51% | 108,172 | 增持 |
| 5 | GS | GOLDMAN SACHS | $23.4M | 4.42% | 23,151 | 增持 |
| 6 | MAR | MARRIOTT INT'L | $19.8M | 3.74% | 53,447 | 减持 |
| 7 | JNJ | JOHNSON/JOHNSON | $18.6M | 3.51% | 73,221 | 减持 |
| 8 | CSCO | CISCO SYSTEMS | $18.3M | 3.46% | 156,015 | 减持 |
| 9 | EQIX | EQUINIX INC REIT | $17.5M | 3.30% | 16,759 | 减持 |
| 10 | WM | WASTE MGMT | $16.5M | 3.11% | 73,897 | 增持 |
| 11 | NVS | NOVARTIS AG ADR | $15.6M | 2.94% | 99,224 | 增持 |
| 12 | GOOGL | ALPHABET INC CL A | $14.7M | 2.78% | 41,106 | 增持 |
| 13 | KO | COCA-COLA | $14.6M | 2.75% | 179,378 | 减持 |
| 14 | TXN | TEXAS INSTR. | $14.3M | 2.70% | 47,950 | 减持 |
| 15 | PM | PHILIP MORRIS | $13.4M | 2.53% | 73,942 | 增持 |
| 16 | NEE | NEXTERA ENERGY | $13.3M | 2.51% | 151,069 | 增持 |
| 17 | LMT | LOCKHEED MARTIN | $13.2M | 2.50% | 25,999 | 增持 |
| 18 | NDAQ | NASDAQ | $13.1M | 2.48% | 166,786 | 增持 |
| 19 | UNP | UNION PACIFIC | $12.8M | 2.42% | 47,036 | 增持 |
| 20 | DIS | WALT DISNEY CO | $12.2M | 2.30% | 126,567 | 增持 |
| 21 | COF | CAPITAL ONE | $12.0M | 2.28% | 60,024 | 增持 |
| 22 | MDLZ | MONDELEZ INT'L | $10.3M | 1.94% | 177,302 | 增持 |
| 23 | PG | PROCTER/GAMBLE | $10.1M | 1.90% | 68,684 | 增持 |
| 24 | MCD | MCDONALDS CORP | $9.3M | 1.76% | 34,557 | 增持 |
| 25 | PSX | PHILLIPS 66 | $9.2M | 1.75% | 54,691 | 减持 |
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