MU Investments Co., Ltd. 13F 持仓 · 最近申报 2023年Q3
MU Investments Co. 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 7,472.54 万美元。前几大持仓：PH（5.47%）、CARR（5.38%）、MSFT（5.16%）。本季前 25 大持仓中：减持 24 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PH | PARKER-HANNIFIN CP | $4.1M | 5.47% | 10,420 | 减持 |
| 2 | CARR | CARRIER GLOBAL CORP | $4.0M | 5.38% | 71,890 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $3.9M | 5.16% | 12,300 | 减持 |
| 4 | AAPL | APPLE COMPUTER | $3.8M | 5.12% | 22,430 | 减持 |
| 5 | GWW | WW GRAINGER INC | $3.8M | 5.09% | 5,440 | 减持 |
| 6 | COST | COSTCO WHOLESALE CORP | $3.7M | 4.91% | 6,450 | 减持 |
| 7 | NUE | NUCOR CORP | $3.5M | 4.75% | 22,500 | 减持 |
| 8 | SU | SUNCOR ENERGY INC | $3.5M | 4.72% | 100,300 | 减持 |
| 9 | MRSH | MARSH & MCLENNAN COS | $3.5M | 4.69% | 18,110 | 减持 |
| 10 | TJX | TJX COMPANIES | $3.5M | 4.65% | 38,790 | 减持 |
| 11 | ACN | ACCENTURE PLC-CL A | $3.4M | 4.56% | 11,320 | 减持 |
| 12 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | $3.4M | 4.54% | 39,220 | 减持 |
| 13 | V | VISA INC-CLASS A SHARES | $3.4M | 4.50% | 14,500 | 减持 |
| 14 | CMI | CUMMINS | $3.0M | 3.97% | 12,810 | 减持 |
| 15 | ROST | ROSS STORES INC | $3.0M | 3.95% | 26,430 | 减持 |
| 16 | UNH | UNITEDHEALTH GROUP INC | $2.9M | 3.90% | 5,720 | 减持 |
| 17 | TXN | TEXAS INSTRUMENTS INC | $2.8M | 3.79% | 17,810 | 减持 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $2.8M | 3.76% | 5,580 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $2.7M | 3.60% | 17,150 | 减持 |
| 20 | BBY | BEST BUY CO INC | $2.6M | 3.50% | 37,940 | 减持 |
| 21 | NKE | NIKE INC B | $2.5M | 3.40% | 28,360 | 减持 |
| 22 | PFE | PFIZER INC | $1.9M | 2.51% | 58,470 | 减持 |
| 23 | EL | ESTEE LAUDER-A | $1.8M | 2.38% | 12,510 | 减持 |
| 24 | DG | DOLLAR GENERAL | $1.3M | 1.71% | 12,110 | 减持 |
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