Gabelli Funds LLC 13F 持仓 · 2026年Q2
Gabelli Funds 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,271 只证券，申报市值合计 156.54 亿美元。前几大持仓：NVDA（1.65%）、AME（1.34%）、NEM（1.24%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $258.4M | 1.65% | 1.3M | 增持 |
| 2 | AME | AMETEK INC | $210.0M | 1.34% | 867,913 | 减持 |
| 3 | NEM | NEWMONT CORP | $194.8M | 1.24% | 2.1M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $181.0M | 1.16% | 485,297 | 减持 |
| 5 | NFG | NATIONAL FUEL GAS CO | $179.6M | 1.15% | 2.3M | 减持 |
| 6 | MA | MASTERCARD INC - A | $169.6M | 1.08% | 330,198 | 减持 |
| 7 | BNY | BANK OF NEW YORK MELLON CORP | $167.2M | 1.07% | 1.2M | 减持 |
| 8 | NEE | NEXTERA ENERGY INC | $164.8M | 1.05% | 1.9M | 减持 |
| 9 | MSGS | MADISON SQUARE GARDEN SPORTS | $157.2M | 1.00% | 391,228 | 增持 |
| 10 | DE | DEERE & CO | $155.2M | 0.99% | 244,624 | 减持 |
| 11 | CR | CRANE CO | $148.2M | 0.95% | 664,288 | 减持 |
| 12 | AMZN | AMAZON.COM INC | $146.4M | 0.94% | 614,277 | 减持 |
| 13 | AXP | AMERICAN EXPRESS CO | $145.9M | 0.93% | 431,392 | 减持 |
| 14 | GATX | GATX CORP | $143.7M | 0.92% | 811,150 | 减持 |
| 15 | GOOG | ALPHABET INC-CL C | $136.9M | 0.87% | 387,454 | 增持 |
| 16 | MLI | MUELLER INDUSTRIES INC | $130.2M | 0.83% | 1.1M | 减持 |
| 17 | LLY | ELI LILLY & CO | $124.9M | 0.80% | 104,112 | 减持 |
| 18 | GOOGL | ALPHABET INC-CL A | $123.0M | 0.79% | 344,078 | 减持 |
| 19 | RSG | REPUBLIC SERVICES INC | $114.2M | 0.73% | 535,799 | 减持 |
| 20 | AAPL | APPLE INC | $111.3M | 0.71% | 384,577 | 减持 |
| 21 | GE | GE AEROSPACE | $108.2M | 0.69% | 289,635 | 减持 |
| 22 | AVGO | BROADCOM INC | $103.9M | 0.66% | 275,177 | 减持 |
| 23 | TXN | TEXAS INSTRUMENTS INC | $103.2M | 0.66% | 346,217 | 减持 |
| 24 | CAT | CATERPILLAR INC | $102.4M | 0.65% | 96,182 | 减持 |
| 25 | LENB | LENNAR CORP - B SHS | $101.0M | 0.65% | 1.1M | 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