Osborn Williams & Donohoe LLC 13F 持仓 · 最近申报 2020年Q1
Osborn Williams & Donohoe 在 2020年Q1(报告期截至 2020-03-31)的 SEC 13F 申报中报告了 259 只证券,申报市值合计 7.62 亿美元。前几大持仓:PG(4.49%)、AAPL(4.11%)、MSFT(3.72%)。本季前 25 大持仓中:增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PG | PROCTER & GAMBLE CO | $34.2M | 4.49% | 311,114 | 减持 |
| 2 | AAPL | APPLE INC | $31.3M | 4.11% | 123,059 | 增持 |
| 3 | MSFT | MICROSOFT CORP | $28.3M | 3.72% | 179,740 | 增持 |
| 4 | INTC | INTEL CORP | $16.0M | 2.10% | 294,848 | 减持 |
| 5 | CINF | CINCINNATI FINANCIAL CP | $15.5M | 2.03% | 205,216 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON | $15.0M | 1.97% | 114,590 | 减持 |
| 7 | V | VISA INC CLASS A | $14.7M | 1.93% | 91,145 | 减持 |
| 8 | NKE | NIKE INC B | $13.5M | 1.78% | 163,632 | 增持 |
| 9 | PEP | PEPSICO INC | $13.6M | 1.78% | 113,038 | 增持 |
| 10 | SYK | STRYKER CORP | $13.5M | 1.77% | 81,089 | 减持 |
| 11 | BLK | BLACKROCK INC | $13.3M | 1.74% | 30,167 | 增持 |
| 12 | ABT | ABBOTT LABORATORIES | $12.3M | 1.62% | 155,885 | 增持 |
| 13 | AMAT | APPLIED MATERIALS INC | $12.0M | 1.57% | 261,554 | 增持 |
| 14 | CSCO | CISCO SYSTEMS INC | $11.2M | 1.48% | 286,109 | 减持 |
| 15 | DIS | WALT DISNEY CO | $11.0M | 1.44% | 113,367 | 增持 |
| 16 | NEE | NEXTERA ENERGY INC | $10.5M | 1.38% | 43,595 | 增持 |
| 17 | RPM | RPM INTERNATIONAL INC | $10.4M | 1.37% | 175,229 | 减持 |
| 18 | DHR | DANAHER CORP | $10.4M | 1.36% | 74,843 | 减持 |
| 19 | ABBV | ABBVIE INC | $10.3M | 1.35% | 135,139 | 增持 |
| 20 | ECL | ECOLAB INC | $9.8M | 1.29% | 62,891 | 增持 |
| 21 | AMZN | AMAZON.COM INC | $9.4M | 1.24% | 4,827 | 增持 |
| 22 | CVS | CVS HEALTH CORP | $9.5M | 1.24% | 159,691 | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $9.1M | 1.20% | 101,369 | 增持 |
| 24 | UNH | UNITEDHEALTH GROUP INC | $8.9M | 1.17% | 35,643 | 增持 |
| 25 | SBUX | STARBUCKS CORP | $8.8M | 1.16% | 133,890 | 增持 |
来源:SEC 13F 申报文件 · 截至 2020-03-31
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