Grace & White Inc 13F 持仓 · 2026年Q2
Grace & White 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 6.32 亿美元。前几大持仓：AIT（7.45%）、UNM（6.90%）、GRC（4.01%）。本季前 25 大持仓中：增持 2 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AIT | APPLIED INDL TECHNLGIES INC CO | $47.1M | 7.45% | 139,153 | 减持 |
| 2 | UNM | UNUM GROUP | $43.6M | 6.90% | 487,610 | 减持 |
| 3 | GRC | GORMAN RUPP CO | $25.4M | 4.01% | 276,534 | 减持 |
| 4 | NUE | NUCOR CORP | $23.8M | 3.77% | 106,910 | 减持 |
| 5 | SIG | SIGNET JEWELERS LIMITED SHS | $20.8M | 3.29% | 241,095 | 持平 |
| 6 | WSO | WATSCO INC | $17.6M | 2.78% | 42,200 | 持平 |
| 7 | EG | EVEREST RE GROUP | $17.1M | 2.71% | 47,998 | 持平 |
| 8 | MFC | MANULIFE FINL CORP COM | $16.6M | 2.62% | 408,953 | 减持 |
| 9 | TRMLF | TOURMALINE OIL CORP COM | $16.6M | 2.62% | 396,668 | 减持 |
| 10 | FSLR | FIRST SOLAR INC COM | $16.0M | 2.52% | 67,608 | 减持 |
| 11 | WST | WEST PHARMACEUTICAL SVCS INCCO | $15.6M | 2.47% | 43,530 | 持平 |
| 12 | INGR | INGREDION INC COM | $15.5M | 2.45% | 163,547 | 增持 |
| 13 | ORN | ORION MARINE GROUP INC COM | $13.7M | 2.16% | 812,722 | 减持 |
| 14 | WSM | WILLIAMS SONOMA INC COM | $12.6M | 2.00% | 54,180 | 减持 |
| 15 | CTO | CTO REALTY GROWTH INC COM | $12.0M | 1.90% | 558,501 | 减持 |
| 16 | BHF | BRIGHTHOUSE FINL INC COM | $11.9M | 1.88% | 187,642 | 持平 |
| 17 | BFB | BROWN FORMAN CORP CL B | $11.8M | 1.86% | 442,148 | 持平 |
| 18 | ALG | ALAMO GROUP INC COM | $11.3M | 1.79% | 68,885 | 增持 |
| 19 | KIM | KIMCO RLTY CORP COM | $10.4M | 1.64% | 408,878 | 持平 |
| 20 | DNIEF | DANIELI & CO. | $8.8M | 1.40% | 114,863 | 持平 |
| 21 | SWGNF | SWATCH GROUP AG NAMEN AKT | $8.8M | 1.40% | 181,750 | 持平 |
| 22 | BWEN | BROADWIND ENERGY INC COM NEW | $8.6M | 1.36% | 1.8M | 减持 |
| 23 | AEG | AEGON LTD AMER REG 1 CERT | $8.1M | 1.29% | 964,276 | 减持 |
| 24 | ASIA FINANCIAL HOLDINGS LTD SH | $8.0M | 1.26% | 13.5M | 持平 | |
| 25 | SCL | STEPAN CHEMICAL CO | $7.7M | 1.23% | 139,013 | 持平 |
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