Foyston, Gordon & Payne Inc 13F 持仓 · 2026年Q2
Foyston, Gordon & Payne 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 4.68 亿美元。前几大持仓：MSFT（6.22%）、AVGO（5.45%）、GOOGL（5.23%）。本季前 25 大持仓中：新建仓 3 只、增持 13 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corp. | $29.1M | 6.22% | 77,720 | 增持 |
| 2 | AVGO | Broadcom Inc. | $25.5M | 5.45% | 67,215 | 减持 |
| 3 | GOOGL | Alphabet Inc. CL A | $24.5M | 5.23% | 68,181 | 减持 |
| 4 | META | Meta Platforms, Inc. | $23.9M | 5.11% | 42,441 | 增持 |
| 5 | PM | Philip Morris International Inc. | $18.7M | 4.00% | 103,084 | 减持 |
| 6 | BKNG | Booking Holdings Inc. | $16.8M | 3.59% | 93,349 | 增持 |
| 7 | POOL | Pool Corporation | $15.8M | 3.38% | 73,176 | 增持 |
| 8 | AXP | American Express | $14.6M | 3.12% | 42,942 | 增持 |
| 9 | SEIC | SEI Investments Company | $13.9M | 2.98% | 157,958 | 增持 |
| 10 | OTIS | Otis Worldwide Corp. | $13.1M | 2.81% | 183,616 | 增持 |
| 11 | ALLE | Allegion PLC | $13.0M | 2.78% | 92,319 | 增持 |
| 12 | UNP | Union Pacific Corp. | $12.8M | 2.74% | 47,043 | 减持 |
| 13 | UNH | UnitedHealth Group Inc. | $12.4M | 2.65% | 29,851 | 增持 |
| 14 | MRSH | Marsh & McLennan Cos. | $12.1M | 2.59% | 72,278 | 减持 |
| 15 | CRM | Salesforce Inc | $10.5M | 2.24% | 66,250 | 增持 |
| 16 | LPLA | LPL Financial Holdings Inc. | $10.3M | 2.20% | 36,282 | 增持 |
| 17 | IT | Gartner Inc. | $10.1M | 2.16% | 77,515 | 增持 |
| 18 | BDX | Becton Dickinson & Co. | $9.9M | 2.11% | 64,644 | 增持 |
| 19 | NVDA | NVIDIA Corporation | $9.6M | 2.05% | 47,475 | 新建仓 |
| 20 | MDLZ | Mondelez International Inc. | $9.2M | 1.96% | 156,639 | 减持 |
| 21 | CDW | CDW Corp. of Delaware | $8.8M | 1.89% | 62,874 | 减持 |
| 22 | BRKB | Berkshire Hathaway Inc. CL B | $8.2M | 1.75% | 16,323 | 持平 |
| 23 | JNJ | Johnson & Johnson | $8.2M | 1.74% | 32,130 | 持平 |
| 24 | HON | Honeywell Technologies Inc. | $8.0M | 1.72% | 35,536 | 新建仓 |
| 25 | HONA | Honeywell Aerospace Inc. | $7.9M | 1.69% | 35,536 | 新建仓 |
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