Kenfarb & Co. 13F 持仓 · 最近申报 2023年Q3
Kenfarb & 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 213 只证券，申报市值合计 1.09 亿美元。前几大持仓：AAPL（4.90%）、MSFT（4.86%）、INTU（4.30%）。本季前 25 大持仓中：减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $5.4M | 4.90% | 31,306 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $5.3M | 4.86% | 16,845 | 减持 |
| 3 | INTU | INTUIT | $4.7M | 4.30% | 9,202 | 减持 |
| 4 | ACN | ACCENTURE PLC IRELAND SHS | $4.1M | 3.79% | 13,497 | 减持 |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | $3.2M | 2.93% | 13,300 | 减持 |
| 6 | GOOG | ALPHABET INC | $3.2M | 2.88% | 23,918 | 减持 |
| 7 | COST | COSTCO WHSL CORP NEW | $2.9M | 2.67% | 5,165 | 持平 |
| 8 | MA | MASTERCARD INCORPORATED | $2.9M | 2.66% | 7,361 | 减持 |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | $2.2M | 2.05% | 4,421 | 减持 |
| 10 | CHD | CHURCH & DWIGHT CO INC | $2.1M | 1.96% | 23,346 | 减持 |
| 11 | NEE | NEXTERA ENERGY INC | $2.1M | 1.95% | 37,194 | 减持 |
| 12 | LLY | LILY ELI & CO | $2.1M | 1.90% | 3,860 | 减持 |
| 13 | ROP | ROPER TECHNOLOGIES | $2.1M | 1.89% | 4,270 | 减持 |
| 14 | ABT | ABBOTT LABS | $1.9M | 1.78% | 20,047 | 减持 |
| 15 | ITW | ILLINOIS TOOL WKS INC | $1.9M | 1.78% | 8,466 | 减持 |
| 16 | HD | HOME DEPOT INC | $1.9M | 1.73% | 6,274 | 持平 |
| 17 | LMT | LOCKHEED MARTIN CORP | $1.8M | 1.64% | 4,395 | 减持 |
| 18 | NOC | NORTHROP GRUMMAN CORP | $1.7M | 1.59% | 3,943 | 减持 |
| 19 | STE | STERIS PLC | $1.7M | 1.55% | 7,742 | 减持 |
| 20 | ABBV | ABBVIE INC | $1.6M | 1.46% | 10,750 | 持平 |
| 21 | AGGM | ISHARES TR | $1.5M | 1.36% | 14,820 | 减持 |
| 22 | CNI | CANADIAN NATL RY CO | $1.5M | 1.33% | 13,414 | 减持 |
| 23 | WEC | WEC ENERGY GROUP INC | $1.5M | 1.33% | 18,049 | 减持 |
| 24 | ORCL | ORACLE CORP | $1.4M | 1.31% | 13,528 | 持平 |
| 25 | DHR | DANAHER CORPORATION | $1.4M | 1.25% | 5,524 | 持平 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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