Mastrapasqua Asset Management Inc 13F 持仓 · 最近申报 2023年Q3
Mastrapasqua Asset Management 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 149 只证券，申报市值合计 8.53 亿美元。前几大持仓：NVDA（7.30%）、MSFT（6.26%）、AAPL（5.98%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $62.3M | 7.30% | 143,218 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $53.4M | 6.26% | 169,101 | 减持 |
| 3 | AAPL | APPLE INC | $51.0M | 5.98% | 297,910 | 减持 |
| 4 | AVGO | BROADCOM INC | $27.2M | 3.19% | 32,727 | 减持 |
| 5 | LLY | ELI LILLY & CO | $23.7M | 2.77% | 44,031 | 减持 |
| 6 | META | META PLATFORMS INC | $22.1M | 2.59% | 73,530 | 减持 |
| 7 | GOOG | ALPHABET INC | $21.5M | 2.52% | 163,196 | 减持 |
| 8 | AMZN | AMAZON COM INC | $21.0M | 2.47% | 165,477 | 减持 |
| 9 | V | VISA INC | $19.6M | 2.30% | 85,157 | 减持 |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | $18.5M | 2.17% | 36,626 | 减持 |
| 11 | COST | COSTCO WHSL CORP NEW | $17.7M | 2.07% | 31,276 | 减持 |
| 12 | MRSH | MARSH & MCLENNAN COS INC | $16.6M | 1.94% | 87,179 | 减持 |
| 13 | ZTS | ZOETIS INC | $15.9M | 1.87% | 91,519 | 减持 |
| 14 | HD | HOME DEPOT INC | $15.3M | 1.80% | 50,704 | 减持 |
| 15 | AMGN | AMGEN INC | $15.3M | 1.79% | 56,828 | 减持 |
| 16 | RTX | RTX CORPORATION | $13.7M | 1.61% | 190,983 | 减持 |
| 17 | CAT | CATERPILLAR INC | $12.5M | 1.47% | 45,783 | 减持 |
| 18 | IQV | IQVIA HLDGS INC | $12.0M | 1.41% | 61,066 | 减持 |
| 19 | WMT | WALMART INC | $11.3M | 1.33% | 70,964 | 减持 |
| 20 | NXPI | NXP SEMICONDUCTORS N V | $11.3M | 1.32% | 56,453 | 减持 |
| 21 | AJG | GALLAGHER ARTHUR J & CO | $11.0M | 1.29% | 48,194 | 减持 |
| 22 | MCHP | MICROCHIP TECHNOLOGY INC. | $10.6M | 1.24% | 135,467 | 减持 |
| 23 | ABT | ABBOTT LABS | $10.3M | 1.21% | 106,315 | 增持 |
| 24 | PG | PROCTER AND GAMBLE CO | $10.1M | 1.18% | 69,183 | 增持 |
| 25 | PEP | PEPSICO INC | $9.7M | 1.14% | 57,239 | 增持 |
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