Inverness Counsel LLC 13F 持仓 · 最近申报 2022年Q3
Inverness Counsel 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 187 只证券，申报市值合计 17.98 亿美元。前几大持仓：ROP（9.87%）、CSL（8.91%）、DOV（5.98%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ROP | ROPER TECHNOLOGIES | $177.4M | 9.87% | 493,317 | 增持 |
| 2 | CSL | CARLISLE COS. | $160.2M | 8.91% | 571,390 | 增持 |
| 3 | DOV | DOVER CORP | $107.6M | 5.98% | 922,860 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $94.3M | 5.24% | 404,789 | 增持 |
| 5 | AAPL | APPLE INC | $86.0M | 4.78% | 622,252 | 增持 |
| 6 | GOOGL | ALPHABET INC CL A | $61.8M | 3.44% | 646,162 | 增持 |
| 7 | AMZN | AMAZON.COM INC | $57.9M | 3.22% | 511,943 | 增持 |
| 8 | UNH | UNITEDHEALTH GROUP INC | $52.9M | 2.94% | 104,795 | 减持 |
| 9 | DHR | DANAHER CORP | $51.0M | 2.84% | 197,440 | 增持 |
| 10 | JNJ | JOHNSON & JOHNSON | $41.2M | 2.29% | 252,178 | 减持 |
| 11 | PGR | PROGRESSIVE CORP | $39.8M | 2.21% | 342,584 | 减持 |
| 12 | ABT | ABBOTT LABS | $35.6M | 1.98% | 367,437 | 减持 |
| 13 | NEE | NEXTERA ENERGY INC | $35.4M | 1.97% | 451,742 | 增持 |
| 14 | TT | TRANE TECHNOLOGIES PLC | $34.0M | 1.89% | 234,849 | 增持 |
| 15 | MRVL | MARVELL TECH GROUP COM | $32.1M | 1.79% | 748,425 | 增持 |
| 16 | V | VISA INC | $28.6M | 1.59% | 160,941 | 增持 |
| 17 | NOW | SERVICENOW INC | $27.8M | 1.55% | 73,599 | 增持 |
| 18 | FRCB | FIRST REPUBLIC BANK | $27.0M | 1.50% | 206,853 | 增持 |
| 19 | AXP | AMERICAN EXPRESS | $26.7M | 1.49% | 198,189 | 增持 |
| 20 | TSLA | TESLA MOTORS IN | $25.8M | 1.44% | 97,444 | 增持 |
| 21 | MCD | MCDONALDS CORP | $25.8M | 1.43% | 111,765 | 增持 |
| 22 | ZTS | ZOETIS INC. | $24.7M | 1.37% | 166,447 | 增持 |
| 23 | PEP | PEPSICO INC | $24.3M | 1.35% | 148,977 | 增持 |
| 24 | NTES | NETEASE COM INC ADR | $23.7M | 1.32% | 313,745 | 减持 |
| 25 | RSG | REPUBLIC SERVICES INC | $22.5M | 1.25% | 165,173 | 增持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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