Sadoff Investment Management LLC 13F 持仓 · 最近申报 2022年Q3
Sadoff Investment Management 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 12.85 亿美元。前几大持仓：MCK（6.10%）、TMUS（5.53%）、MSI（5.38%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MCK | MCKESSON CORP | $78.4M | 6.10% | 230,220 | 减持 |
| 2 | TMUS | T-MOBILE US INC | $71.1M | 5.53% | 529,848 | 减持 |
| 3 | MSI | MOTOROLA SOLUTIONS INC | $69.1M | 5.38% | 307,514 | 减持 |
| 4 | MS | MORGAN STANLEY | $64.4M | 5.02% | 815,571 | 减持 |
| 5 | WM | WASTE MGMT INC DEL | $62.6M | 4.87% | 390,460 | 减持 |
| 6 | HD | HOME DEPOT INC | $58.0M | 4.51% | 210,153 | 减持 |
| 7 | SCHW | SCHWAB CHARLES CORP | $50.3M | 3.92% | 700,377 | 减持 |
| 8 | TXN | TEXAS INSTRS INC | $44.7M | 3.48% | 289,051 | 减持 |
| 9 | DHI | D R HORTON INC | $43.4M | 3.38% | 644,641 | 减持 |
| 10 | CSCO | CISCO SYS INC | $43.1M | 3.36% | 1.1M | 减持 |
| 11 | COR | AMERISOURCEBERGEN CORP | $40.5M | 3.15% | 299,145 | 减持 |
| 12 | CVS | CVS HEALTH CORP | $37.8M | 2.94% | 396,509 | 减持 |
| 13 | RSG | REPUBLIC SVCS INC | $35.8M | 2.79% | 262,147 | 减持 |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $34.5M | 2.69% | 544,510 | 减持 |
| 15 | CIEN | CIENA CORP | $33.6M | 2.62% | 832,086 | 减持 |
| 16 | F | FORD MTR CO DEL | $33.4M | 2.60% | 3.0M | 减持 |
| 17 | GE | GENERAL ELECTRIC CO | $33.3M | 2.59% | 536,567 | 减持 |
| 18 | MAS | MASCO CORP | $31.7M | 2.47% | 678,738 | 减持 |
| 19 | GLW | CORNING INC | $26.7M | 2.08% | 920,723 | 减持 |
| 20 | ADI | ANALOG DEVICES INC | $26.4M | 2.05% | 189,422 | 减持 |
| 21 | ETN | EATON CORP PLC | $24.5M | 1.91% | 183,717 | 减持 |
| 22 | MTG | MGIC INVT CORP WIS | $24.1M | 1.87% | 1.9M | 减持 |
| 23 | PG | PROCTER AND GAMBLE CO | $24.1M | 1.87% | 190,505 | 减持 |
| 24 | BAC | BK OF AMERICA CORP | $23.5M | 1.83% | 778,811 | 减持 |
| 25 | PFF | ISHARES TR | $22.0M | 1.71% | 695,515 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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