Scott Investment Partners LLP 13F 持仓 · 最近申报 2023年Q3
Scott Investment Partners 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 4,352.00 万美元。前几大持仓：XOM（4.92%）、MSFT（4.86%）、UNH（4.06%）。本季前 25 大持仓中：增持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL | $2.1M | 4.92% | 18,200 | 持平 |
| 2 | MSFT | MICROSOFT | $2.1M | 4.86% | 6,700 | 持平 |
| 3 | UNH | UNITEDHEALTH GROUP | $1.8M | 4.06% | 3,500 | 持平 |
| 4 | EOG | EOG RESOURCES | $1.6M | 3.70% | 12,700 | 持平 |
| 5 | TJX | TJX COMPANIES | $1.5M | 3.37% | 16,500 | 持平 |
| 6 | FAST | FASTENAL | $1.3M | 2.94% | 23,400 | 持平 |
| 7 | BKNG | BOOKING HOLDINGS | $1.2M | 2.84% | 400 | 持平 |
| 8 | APH | AMPHENOL | $1.2M | 2.78% | 14,400 | 持平 |
| 9 | ULTA | ULTA BEAUTY | $1.2M | 2.75% | 3,000 | 持平 |
| 10 | LIN | LINDE | $1.2M | 2.65% | 3,100 | 持平 |
| 11 | SLB | SCHLUMBERGER | $1.1M | 2.57% | 19,200 | 持平 |
| 12 | JBHT | J.B. HUNT TRANSPORTATION | $1.1M | 2.47% | 5,700 | 持平 |
| 13 | DLTR | DOLLAR TREE | $1.1M | 2.45% | 10,000 | 持平 |
| 14 | ECL | ECOLAB | $1.1M | 2.45% | 6,300 | 持平 |
| 15 | CTSH | COGNIZANT | $1.1M | 2.41% | 15,500 | 持平 |
| 16 | SYK | STRYKER | $1.0M | 2.39% | 3,800 | 持平 |
| 17 | FLT | FLEETCOR TECHNOLOGIES | $1.0M | 2.35% | 4,000 | 持平 |
| 18 | ADI | ANALOG DEVICES | $1.0M | 2.33% | 5,800 | 持平 |
| 19 | STZ | CONSTELLATION BRANDS | $1.0M | 2.31% | 4,000 | 持平 |
| 20 | GILD | GILEAD SCIENCES | $959,000 | 2.20% | 12,800 | 持平 |
| 21 | LHX | L3HARRIS TECHNOLOGIES | $958,000 | 2.20% | 5,500 | 增持 |
| 22 | MDT | MEDTRONIC | $940,000 | 2.16% | 12,000 | 持平 |
| 23 | NKE | NIKE | $937,000 | 2.15% | 9,800 | 持平 |
| 24 | FDX | FEDEX | $927,000 | 2.13% | 3,500 | 持平 |
| 25 | HSIC | HENRY SCHEIN | $906,000 | 2.08% | 12,200 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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