Saddle Road Partners, LLC 13F 持仓 · 最近申报 2016年Q4
Saddle Road Partners 在 2016年Q4（报告期截至 2016-12-31）的 SEC 13F 申报中报告了 113 只证券，申报市值合计 1.97 亿美元。前几大持仓：AAPL（4.46%）、EMR（3.89%）、WFC（3.77%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $8.8M | 4.46% | 75,829 | 增持 |
| 2 | EMR | EMERSON ELECTRIC CO | $7.7M | 3.89% | 137,477 | 增持 |
| 3 | WFC | WELLS FARGO & CO | $7.4M | 3.77% | 134,785 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $7.2M | 3.67% | 116,359 | 增持 |
| 5 | WM | WASTE MANAGEMENT INC | $7.1M | 3.59% | 67,877 | 增持 |
| 6 | BNY | BANK OF NY MELLON CO | $7.0M | 3.57% | 148,352 | 增持 |
| 7 | QCOM | QUALCOMM INC | $7.0M | 3.55% | 107,247 | 增持 |
| 8 | UNH | UNITEDHEALTH GRP INC | $6.9M | 3.49% | 62,731 | 增持 |
| 9 | CSCO | CISCO SYSTEMS INC | $6.4M | 3.26% | 212,008 | 增持 |
| 10 | ESRX | EXPRESS SCRIPTS HLDG | $6.3M | 3.19% | 91,354 | 增持 |
| 11 | TFCFA | 21ST CENT FOX CL A | $6.2M | 3.13% | 219,388 | 增持 |
| 12 | AAP | ADVANCE AUTO PARTS INC | $6.0M | 3.03% | 35,227 | 增持 |
| 13 | COR | AMERISOURCEBERGEN CORP | $5.9M | 3.02% | 76,078 | 增持 |
| 14 | LOW | LOWES COS INC | $5.4M | 2.77% | 76,556 | 新建仓 |
| 15 | GEN | SYMANTEC CORP | $5.4M | 2.74% | 226,055 | 增持 |
| 16 | PYPL | PAYPAL HOLDINGS INCO | $5.2M | 2.67% | 132,988 | 增持 |
| 17 | UL | UNILEVER PLC | $5.1M | 2.58% | 98,650 | 增持 |
| 18 | JNJ | JOHNSON & JOHNSON | $4.7M | 2.37% | 40,523 | 持平 |
| 19 | GWW | WW GRAINGER INC | $4.1M | 2.09% | 17,677 | 持平 |
| 20 | RL | RALPH LAUREN CORP CL A | $4.1M | 2.07% | 45,027 | 增持 |
| 21 | ORCL | ORACLE CORPORATION | $4.1M | 2.06% | 105,367 | 增持 |
| 22 | BRKB | BERKSHIRE HATHAWAY CL B | $3.0M | 1.54% | 18,655 | 减持 |
| 23 | V | VISA INC CL A | $2.1M | 1.07% | 39,548 | 增持 |
| 24 | GE | GENERAL ELECTRIC CO | $1.9M | 0.96% | 60,039 | 增持 |
| 25 | GDX | VANECK VECTORS ETF TR | $1.8M | 0.93% | 11,473 | 增持 |
来源：SEC 13F 申报文件 · 截至 2016-12-31
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