Reik & Co., LLC 13F 持仓 · 2026年Q2
Reik & Co. 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 3.84 亿美元。前几大持仓：CHD（29.55%）、WSM（12.48%）、CTAS（10.60%）。本季前 25 大持仓中：减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CHD | CHURCH AND DWIGHT CO | $113.4M | 29.55% | 1.2M | 减持 |
| 2 | WSM | WILLIAM SONOMA INC | $47.9M | 12.48% | 205,533 | 减持 |
| 3 | CTAS | CINTAS CORP | $40.7M | 10.60% | 239,356 | 减持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC | $36.3M | 9.45% | 72,471 | 减持 |
| 5 | USB | US BANCORP DEL NEW | $30.8M | 8.03% | 510,233 | 减持 |
| 6 | MKC | MCCORMICK AND CO INC | $21.2M | 5.53% | 421,227 | 减持 |
| 7 | TSXXX | MORGAN STANLEY INSTL LIQ TR | $14.0M | 3.65% | 14.0M | 减持 |
| 8 | NFLX | NETFLIX | $8.2M | 2.14% | 114,821 | 减持 |
| 9 | KO | COCA COLA CO | $6.2M | 1.61% | 75,931 | 减持 |
| 10 | MSFT | MICROSOFT | $5.3M | 1.38% | 14,213 | 持平 |
| 11 | CVX | CHEVRON CORP NEW | $5.1M | 1.32% | 30,530 | 持平 |
| 12 | AAPL | APPLE COMPUTER INC | $4.9M | 1.27% | 16,849 | 持平 |
| 13 | SJM | SMUCKER J M CO NEW | $4.9M | 1.27% | 43,287 | 减持 |
| 14 | GLW | CORNING | $4.6M | 1.20% | 17,971 | 持平 |
| 15 | JNJ | JOHNSON AND JOHNSON | $3.8M | 1.00% | 15,099 | 持平 |
| 16 | SBUX | STARBUCKS CORP | $3.8M | 0.99% | 37,082 | 减持 |
| 17 | JPM | JP MORGAN CHASE AND CO | $3.1M | 0.82% | 9,590 | 持平 |
| 18 | WDFC | WD 40 CO | $2.6M | 0.69% | 10,800 | 持平 |
| 19 | BWEL | BOSWELL J G CO | $2.2M | 0.58% | 4,019 | 减持 |
| 20 | SHEL | SHELL PLC SPON ADS | $1.9M | 0.49% | 24,307 | 减持 |
| 21 | IRM | IRON MTN INC NEW | $1.6M | 0.40% | 12,280 | 减持 |
| 22 | NVDA | NVIDIA CORP | $1.2M | 0.32% | 6,100 | 持平 |
| 23 | IVV | ISHARES TR CORE SP 500 ET | $1.1M | 0.30% | 1,516 | 持平 |
| 24 | PG | PROCTER AND GAMBLE CO | $1.1M | 0.29% | 7,513 | 减持 |
| 25 | ABBV | ABBVIE INC COM | $1.0M | 0.27% | 4,070 | 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