Saybrook Capital 13F 持仓 · 2026年Q2
Saybrook Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 4.00 亿美元。前几大持仓：GOOG（14.15%）、BRKB（13.28%）、GOOGL（13.24%）。本季前 25 大持仓中：新建仓 2 只、增持 2 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Google Inc Cl C | $56.5M | 14.15% | 159,998 | 减持 |
| 2 | BRKB | Berkshire Hathaway Inc Cl B | $53.0M | 13.28% | 105,995 | 增持 |
| 3 | GOOGL | Google Inc. Cl A | $52.9M | 13.24% | 148,022 | 减持 |
| 4 | AAPL | Apple Inc. | $42.4M | 10.61% | 146,539 | 减持 |
| 5 | V | Visa Inc | $21.8M | 5.47% | 63,658 | 减持 |
| 6 | SHW | Sherwin-Williams Company | $19.0M | 4.75% | 55,152 | 减持 |
| 7 | BRK/A | Berkshire Hathaway Inc Cl A | $16.5M | 4.12% | 22 | 持平 |
| 8 | ADP | Automatic Data Processing | $15.3M | 3.84% | 68,483 | 减持 |
| 9 | RTX | Raytheon Technologies Com | $15.0M | 3.76% | 79,169 | 减持 |
| 10 | NSC | Norfolk Southern Corp. | $10.4M | 2.61% | 33,198 | 减持 |
| 11 | FDS | Factset Research Sys | $10.4M | 2.60% | 45,159 | 减持 |
| 12 | MDLZ | Mondelez Intl Inc Cl A | $9.4M | 2.36% | 163,150 | 减持 |
| 13 | MA | Mastercard | $8.4M | 2.10% | 16,340 | 增持 |
| 14 | NSRGY | Nestle Sa | $7.9M | 1.97% | 76,804 | 减持 |
| 15 | NKE | Nike Corp | $7.7M | 1.93% | 187,483 | 减持 |
| 16 | KVUE | Kenvue Inc Com | $6.8M | 1.71% | 357,799 | 减持 |
| 17 | MSFT | Microsoft Corp | $5.8M | 1.46% | 15,670 | 减持 |
| 18 | HON | Honeywell Technologies | $5.6M | 1.40% | 24,959 | 新建仓 |
| 19 | UNP | Union Pacific | $5.6M | 1.40% | 20,544 | 减持 |
| 20 | HONA | Honeywell Aerospace In Com | $5.5M | 1.38% | 24,959 | 新建仓 |
| 21 | PEP | Pepsico Inc. | $3.4M | 0.84% | 24,870 | 减持 |
| 22 | JNJ | Johnson & Johnson | $2.6M | 0.64% | 10,067 | 持平 |
| 23 | DE | Deere & Company | $2.3M | 0.59% | 3,700 | 持平 |
| 24 | CAT | Caterpillar Inc. | $2.1M | 0.53% | 2,000 | 持平 |
| 25 | IBTA | Ibotta Inc CL A | $2.1M | 0.52% | 60,258 | 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