Princeton Portfolio Strategies Group LLC 13F 持仓 · 最近申报 2021年Q2
Princeton Portfolio Strategies Group 在 2021年Q2（报告期截至 2021-06-30）的 SEC 13F 申报中报告了 138 只证券，申报市值合计 5.17 亿美元。前几大持仓：AAPL（4.49%）、MSFT（4.39%）、DHR（3.79%）。本季前 25 大持仓中：增持 7 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $23.2M | 4.49% | 169,454 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $22.7M | 4.39% | 83,686 | 减持 |
| 3 | DHR | DANAHER CORP DEL | $19.6M | 3.79% | 72,923 | 减持 |
| 4 | TMO | THERMO FISHER SCIENTIFIC INC | $17.4M | 3.37% | 34,536 | 减持 |
| 5 | CMCSA | COMCAST CORP NEW | $16.0M | 3.09% | 280,271 | 减持 |
| 6 | DG | DOLLAR GENERAL CORP NEW | $15.6M | 3.01% | 71,859 | 减持 |
| 7 | MINT | PIMCO ETF TR | $14.6M | 2.83% | 143,350 | 减持 |
| 8 | ZTS | ZOETIS INC | $14.2M | 2.75% | 76,203 | 减持 |
| 9 | GOOGL | ALPHABET INC CLASS A | $13.6M | 2.64% | 5,579 | 增持 |
| 10 | AMT | AMERICAN TOWER CORP NEW | $12.6M | 2.43% | 46,499 | 减持 |
| 11 | V | VISA INC | $11.4M | 2.21% | 48,812 | 减持 |
| 12 | EQIX | EQUINIX INC | $10.8M | 2.08% | 13,422 | 增持 |
| 13 | JNJ | JOHNSON & JOHNSON | $10.4M | 2.02% | 63,403 | 减持 |
| 14 | FLT | FLEETCOR TECHNOLOGIES INC | $10.1M | 1.95% | 39,343 | 持平 |
| 15 | TMX | TERMINIX GLOBAL HOLDINGS INC | $10.0M | 1.93% | 208,789 | 减持 |
| 16 | JPM | JPMORGAN CHASE & CO | $9.2M | 1.78% | 59,167 | 减持 |
| 17 | STE | STERIS PLC | $8.9M | 1.72% | 42,980 | 增持 |
| 18 | ECL | ECOLAB INC | $8.9M | 1.71% | 43,029 | 减持 |
| 19 | ADP | AUTOMATIC DATA PROCESSING IN | $8.5M | 1.64% | 42,594 | 减持 |
| 20 | APD | AIR PRODS & CHEMS INC | $8.5M | 1.64% | 29,413 | 增持 |
| 21 | GNRC | GENERAC HLDGS INC | $8.5M | 1.64% | 20,425 | 增持 |
| 22 | CHE | CHEMED CORP NEW | $8.4M | 1.63% | 17,771 | 减持 |
| 23 | ACN | ACCENTURE PLC IRELAND | $8.3M | 1.61% | 28,153 | 减持 |
| 24 | EL | LAUDER ESTEE COS INC | $8.3M | 1.60% | 26,040 | 增持 |
| 25 | MRK | MERCK & CO INC | $8.2M | 1.59% | 105,720 | 增持 |
来源：SEC 13F 申报文件 · 截至 2021-06-30
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