Jolley Asset Management, LLC 13F 持仓 · 最近申报 2020年Q1
Jolley Asset Management 在 2020年Q1（报告期截至 2020-03-31）的 SEC 13F 申报中报告了 75 只证券，申报市值合计 1.30 亿美元。前几大持仓：SONY（3.64%）、INTC（3.54%）、MRK（3.27%）。本季前 25 大持仓中：新建仓 5 只、增持 4 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SONY | SONY CORP | $4.7M | 3.64% | 80,032 | 减持 |
| 2 | INTC | INTEL CORP | $4.6M | 3.54% | 85,112 | 减持 |
| 3 | MRK | MERCK & CO. INC | $4.3M | 3.27% | 55,335 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.2M | 3.23% | 22,985 | 增持 |
| 5 | PFE | PFIZER INC | $4.1M | 3.16% | 125,898 | 减持 |
| 6 | CVS | CVS HEALTH CORP | $4.0M | 3.10% | 68,038 | 增持 |
| 7 | D | DOMINION ENERGY INC | $4.0M | 3.08% | 55,467 | 增持 |
| 8 | VZ | VERIZON COMMUNICATIONS INC | $3.9M | 2.99% | 72,458 | 减持 |
| 9 | NVS | NOVARTIS A G | $3.9M | 2.98% | 46,955 | 减持 |
| 10 | GOOGL | ALPHABET INC | $3.9M | 2.97% | 3,329 | 新建仓 |
| 11 | CSCO | CISCO SYS INC | $3.8M | 2.94% | 97,283 | 减持 |
| 12 | UPS | UNITED PARCEL SERVICE INC | $3.8M | 2.90% | 40,360 | 减持 |
| 13 | QCOM | QUALCOMM INC | $3.7M | 2.86% | 54,999 | 减持 |
| 14 | DEO | DIAGEO P L C | $3.6M | 2.79% | 28,519 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $3.3M | 2.56% | 36,910 | 减持 |
| 16 | KO | COCA COLA CO | $3.3M | 2.56% | 75,354 | 新建仓 |
| 17 | BAC | BK OF AMERICA CORP | $3.3M | 2.51% | 153,796 | 减持 |
| 18 | DIS | DISNEY WALT CO | $3.2M | 2.44% | 32,878 | 减持 |
| 19 | TMX | SERVICEMASTER GLOBAL HLDGS I | $3.2M | 2.43% | 117,065 | 新建仓 |
| 20 | TJX | TJX COS INC NEW | $3.1M | 2.37% | 64,480 | 新建仓 |
| 21 | CMCSA | COMCAST CORP NEW | $3.1M | 2.36% | 89,158 | 减持 |
| 22 | TWTR | TWITTER INC | $3.0M | 2.33% | 123,510 | 新建仓 |
| 23 | L | LOEWS CORP | $2.9M | 2.24% | 83,554 | 减持 |
| 24 | RTN | RAYTHEON CO | $2.8M | 2.15% | 21,285 | 减持 |
| 25 | AAPL | APPLE INC | $2.7M | 2.07% | 10,582 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-03-31
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