General American Investors Co Inc 13F 持仓 · 2026年Q2
General American Investors Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 16.90 亿美元。前几大持仓：ASML（6.47%）、GEV（4.94%）、BRK/A（4.87%）。本季前 25 大持仓中：增持 5 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | $109.4M | 6.47% | 55,000 | 持平 |
| 2 | GEV | GE Vernova Inc. | $83.4M | 4.94% | 71,000 | 减持 |
| 3 | BRK/A | Berkshire Hathaway Inc. | $82.4M | 4.87% | 110 | 持平 |
| 4 | AAPL | Apple Inc. | $76.9M | 4.55% | 265,705 | 持平 |
| 5 | GOOG | Alphabet Inc. - Class C | $74.2M | 4.39% | 209,923 | 持平 |
| 6 | TJX | TJX Companies, Inc./The | $73.4M | 4.35% | 484,752 | 持平 |
| 7 | RSG | Republic Services, Inc. | $71.5M | 4.23% | 335,625 | 持平 |
| 8 | AMZN | Amazon.com, Inc. | $69.4M | 4.10% | 291,000 | 增持 |
| 9 | AVGO | Broadcom Inc. | $52.1M | 3.08% | 138,000 | 持平 |
| 10 | ACGL | Arch Capital Group Ltd. | $51.5M | 3.04% | 530,200 | 持平 |
| 11 | MSFT | Microsoft Corporation | $49.0M | 2.90% | 131,400 | 增持 |
| 12 | EG | Everest Group, Ltd. | $43.9M | 2.60% | 122,909 | 减持 |
| 13 | NVDA | NVIDIA Corporation | $41.2M | 2.44% | 205,979 | 增持 |
| 14 | MRVL | Marvell Technology, Inc. | $39.1M | 2.31% | 142,000 | 减持 |
| 15 | CCJ | Cameco Corporation | $34.6M | 2.04% | 339,230 | 持平 |
| 16 | COST | Costco Wholesale Corporation | $30.9M | 1.83% | 33,000 | 持平 |
| 17 | NNI | Nelnet, Inc. - Class A | $30.8M | 1.82% | 230,998 | 减持 |
| 18 | RTX | RTX Corporation | $30.4M | 1.80% | 160,000 | 增持 |
| 19 | SOLV | Solventum Corporation | $29.1M | 1.72% | 377,350 | 持平 |
| 20 | AEM | Agnico Eagle Mines Limited | $27.8M | 1.65% | 179,272 | 减持 |
| 21 | JPM | JPMorgan Chase & Co. | $26.2M | 1.55% | 80,000 | 持平 |
| 22 | MRK | Merck & Co., Inc. | $26.3M | 1.55% | 204,326 | 持平 |
| 23 | NOW | ServiceNow, Inc. | $24.2M | 1.43% | 235,000 | 增持 |
| 24 | MTB | M&T Bank Corporation | $24.1M | 1.42% | 101,100 | 持平 |
| 25 | ONTO | Onto Innovation Inc. | $22.7M | 1.34% | 60,000 | 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