Manitou Investment Management Ltd. 13F 持仓 · 2026年Q2
Manitou Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 47 只证券，申报市值合计 5.38 亿美元。前几大持仓：BRKB（15.74%）、GOOGL（15.54%）、AMZN（12.54%）。本季前 25 大持仓中：增持 12 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC | $84.7M | 15.74% | 169,256 | 增持 |
| 2 | GOOGL | ALPHABET INC. | $83.6M | 15.54% | 233,923 | 减持 |
| 3 | AMZN | AMAZON.COM, INC. | $67.4M | 12.54% | 282,939 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $58.0M | 10.77% | 155,364 | 增持 |
| 5 | APH | AMPHENOL CORPORATION | $44.3M | 8.23% | 251,122 | 增持 |
| 6 | SYK | STRYKER CORP. | $36.9M | 6.86% | 117,276 | 增持 |
| 7 | IDXX | IDEXX LABORATORIES INC | $36.8M | 6.85% | 69,979 | 增持 |
| 8 | MA | MASTERCARD INCORPORATED | $34.1M | 6.34% | 66,380 | 减持 |
| 9 | META | META PLATFORMS INC. | $23.9M | 4.44% | 42,384 | 增持 |
| 10 | EW | EDWARDS LIFESCIENCES CORPORATI | $17.1M | 3.19% | 189,563 | 增持 |
| 11 | CRH | CRH PLC | $16.4M | 3.05% | 153,577 | 增持 |
| 12 | JPM | JP MORGAN CHASE & CO | $13.7M | 2.56% | 41,996 | 减持 |
| 13 | BN | BROOKFIELD CORPORATION | $5.4M | 1.00% | 126,445 | 增持 |
| 14 | ROP | ROPER TECHNOLOGIES, INC. | $4.0M | 0.74% | 11,835 | 减持 |
| 15 | BRK/A | BERKSHIRE HATHAWAY INC. | $3.0M | 0.56% | 4 | 持平 |
| 16 | V | VISA INC COM CL A | $2.9M | 0.54% | 8,412 | 增持 |
| 17 | AAPL | APPLE INC. | $2.1M | 0.39% | 7,322 | 减持 |
| 18 | DHR | DANAHER CORPORATION | $1.9M | 0.36% | 10,049 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $201,126 | 0.04% | 215 | 持平 |
| 20 | GOOG | ALPHABET INC. CLASS C | $155,465 | 0.03% | 440 | 减持 |
| 21 | APA | APA CORPORATION | $101,944 | 0.02% | 3,130 | 持平 |
| 22 | BAC | BANK OF AMERICA CORP | $98,290 | 0.02% | 1,725 | 持平 |
| 23 | JNJ | JOHNSON & JOHNSON | $106,667 | 0.02% | 420 | 持平 |
| 24 | USB | U.S. BANCORP DEL COMMON NEW | $91,204 | 0.02% | 1,510 | 持平 |
| 25 | WFC | WELLS FARGO & COMPANY | $100,821 | 0.02% | 1,220 | 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