Schwerin Boyle Capital Management Inc 13F 持仓 · 2026年Q2
Schwerin Boyle Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 49 只证券，申报市值合计 8.16 亿美元。前几大持仓：BRKB（13.07%）、GOOG（6.40%）、WFC（6.23%）。本季前 25 大持仓中：新建仓 2 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATH B | $106.6M | 13.07% | 213,066 | 减持 |
| 2 | GOOG | ALPHABET, INC | $52.2M | 6.40% | 147,745 | 减持 |
| 3 | WFC | WELLS FARGO | $50.8M | 6.23% | 615,291 | 减持 |
| 4 | AXP | AMER EXPRESS | $47.2M | 5.78% | 139,529 | 减持 |
| 5 | META | META PLATFORMS | $43.5M | 5.33% | 77,214 | 减持 |
| 6 | JPM | JP MORGAN CHASE | $36.0M | 4.41% | 109,913 | 减持 |
| 7 | SPXC | SPX TECH. INC. | $28.9M | 3.54% | 117,955 | 减持 |
| 8 | AYI | ACUITY INC. | $27.4M | 3.36% | 72,688 | 减持 |
| 9 | XOM | EXXON MOBIL | $27.0M | 3.31% | 197,612 | 新建仓 |
| 10 | ST | SENSATA TECH | $26.7M | 3.27% | 558,975 | 减持 |
| 11 | MA | MASTERCARD INC | $25.1M | 3.07% | 48,810 | 减持 |
| 12 | SCHF | SCHWAB INTL EQUITY ETF | $17.5M | 2.15% | 632,381 | 持平 |
| 13 | L | LOEWS CORP | $17.5M | 2.14% | 154,251 | 减持 |
| 14 | AGCO | AGCO CORP | $17.4M | 2.13% | 145,436 | 减持 |
| 15 | VWO | VANGUARD FTSE EMERGING MARKET | $15.8M | 1.94% | 264,964 | 持平 |
| 16 | GNTX | GENTEX CORP | $15.7M | 1.92% | 621,286 | 持平 |
| 17 | VZ | VERIZON COMM | $15.6M | 1.92% | 369,064 | 减持 |
| 18 | PSX | PHILLIPS 66 | $15.2M | 1.86% | 89,788 | 减持 |
| 19 | KO | COCA COLA | $15.0M | 1.84% | 184,920 | 减持 |
| 20 | XMTR | XOMETRY INC-A | $14.6M | 1.79% | 151,127 | 持平 |
| 21 | PFE | PFIZER INC | $12.8M | 1.56% | 529,743 | 减持 |
| 22 | MCK | MCKESSON CORP | $12.1M | 1.48% | 16,000 | 持平 |
| 23 | MTH | MERITAGE HOMES | $11.9M | 1.46% | 142,423 | 新建仓 |
| 24 | OXY | OCCIDENTAL PETRO | $11.9M | 1.46% | 245,660 | 减持 |
| 25 | SLB | SLB | $11.9M | 1.45% | 255,095 | 减持 |
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