Laurel Grove Capital, LLC 13F 持仓 · 最近申报 2018年Q3
Laurel Grove Capital 在 2018年Q3（报告期截至 2018-09-30）的 SEC 13F 申报中报告了 93 只证券，申报市值合计 1.98 亿美元。前几大持仓：BRKB（5.22%）、AAPL（5.04%）、LMT（4.36%）。本季前 25 大持仓中：增持 5 只、减持 20 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | Berkshire Hathaway B | $10.3M | 5.22% | 48,116 | 减持 |
| 2 | AAPL | Apple Inc | $10.0M | 5.04% | 44,092 | 减持 |
| 3 | LMT | Lockheed Martin Corp | $8.6M | 4.36% | 24,920 | 减持 |
| 4 | AMZN | Amazon.com | $8.2M | 4.14% | 4,087 | 减持 |
| 5 | GOOG | Alphabet Inc Cl C | $7.5M | 3.78% | 6,262 | 减持 |
| 6 | BKNG | Booking Holdings | $5.8M | 2.92% | 2,906 | 减持 |
| 7 | FDX | FedEx Corporation | $5.7M | 2.89% | 23,710 | 增持 |
| 8 | DIS | Walt Disney Co | $5.6M | 2.83% | 47,736 | 减持 |
| 9 | UNP | Union Pacific Corp | $5.4M | 2.75% | 33,400 | 减持 |
| 10 | WAB | Wabtec Corp | $5.4M | 2.75% | 51,885 | 减持 |
| 11 | NKE | Nike Inc Cl B | $5.4M | 2.73% | 63,651 | 减持 |
| 12 | META | Facebook Inc | $5.3M | 2.69% | 32,359 | 减持 |
| 13 | BLK | BlackRock Inc | $5.0M | 2.51% | 10,531 | 增持 |
| 14 | MA | MasterCard | $4.9M | 2.49% | 22,100 | 减持 |
| 15 | JPM | JPMorgan Chase & Co | $4.6M | 2.34% | 41,005 | 减持 |
| 16 | HON | Honeywell Inc | $4.5M | 2.27% | 27,000 | 增持 |
| 17 | SHW | Sherwin-Williams | $4.2M | 2.14% | 9,295 | 减持 |
| 18 | CMI | Cummins Inc | $4.2M | 2.13% | 28,870 | 减持 |
| 19 | INTC | Intel Corp | $4.1M | 2.07% | 86,484 | 增持 |
| 20 | PSX | Phillips 66 | $3.8M | 1.93% | 33,737 | 减持 |
| 21 | PEP | Pepsico Inc | $3.7M | 1.89% | 33,480 | 减持 |
| 22 | JNJ | Johnson & Johnson | $2.9M | 1.49% | 21,319 | 减持 |
| 23 | C | Citigroup | $2.8M | 1.43% | 39,500 | 减持 |
| 24 | BA | Boeing Co | $2.6M | 1.34% | 7,120 | 减持 |
| 25 | AABA | Altaba Inc | $2.6M | 1.29% | 37,500 | 增持 |
来源：SEC 13F 申报文件 · 截至 2018-09-30
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