Stewart Asset Management, LLC 13F 持仓 · 最近申报 2022年Q4
Stewart Asset Management 在 2022年Q4（报告期截至 2022-12-31）的 SEC 13F 申报中报告了 28 只证券，申报市值合计 1.30 亿美元。前几大持仓：UNH（12.83%）、MA（10.67%）、GOOG（7.91%）。本季前 25 大持仓中：增持 1 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | UNH | UNITEDHEALTH GROUP INC | $16.7M | 12.83% | 31,566 | 减持 |
| 2 | MA | MASTERCARD INCORPORATED | $13.9M | 10.67% | 40,049 | 减持 |
| 3 | GOOG | ALPHABET INC | $10.3M | 7.91% | 116,249 | 减持 |
| 4 | ISRG | INTUITIVE SURGICAL INC | $9.1M | 6.95% | 34,156 | 减持 |
| 5 | AMZN | AMAZON COM INC | $8.4M | 6.47% | 100,445 | 减持 |
| 6 | DIS | DISNEY WALT CO | $7.7M | 5.89% | 88,443 | 减持 |
| 7 | FND | FLOOR & DECOR HLDGS INC | $7.5M | 5.78% | 108,282 | 减持 |
| 8 | NVDA | NVIDIA CORPORATION | $7.4M | 5.68% | 50,678 | 减持 |
| 9 | ABT | ABBOTT LABS | $5.1M | 3.90% | 46,297 | 减持 |
| 10 | PH | PARKER-HANNIFIN CORP | $5.0M | 3.83% | 17,151 | 减持 |
| 11 | DPZ | DOMINOS PIZZA INC | $4.6M | 3.52% | 13,264 | 减持 |
| 12 | ADBE | ADOBE SYSTEMS INCORPORATED | $4.4M | 3.34% | 12,959 | 增持 |
| 13 | COST | COSTCO WHSL CORP NEW | $3.7M | 2.86% | 8,176 | 减持 |
| 14 | MTCH | MATCH GROUP INC NEW | $3.7M | 2.85% | 89,495 | 减持 |
| 15 | DHR | DANAHER CORPORATION | $3.5M | 2.70% | 13,281 | 减持 |
| 16 | AAPL | APPLE INC | $2.9M | 2.26% | 22,683 | 减持 |
| 17 | MSCI | MSCI INC | $2.4M | 1.85% | 5,180 | 减持 |
| 18 | TMO | THERMO FISHER SCIENTIFIC INC | $2.1M | 1.60% | 3,787 | 减持 |
| 19 | B | BARRICK GOLD CORP | $2.1M | 1.58% | 120,000 | 持平 |
| 20 | ADP | AUTOMATIC DATA PROCESSING IN | $1.9M | 1.42% | 7,749 | 持平 |
| 21 | RH | RH | $1.8M | 1.35% | 6,605 | 持平 |
| 22 | AQN | ALGONQUIN PWR UTILS CORP | $1.2M | 0.92% | 183,650 | 持平 |
| 23 | MSFT | MICROSOFT CORP | $1.1M | 0.87% | 4,747 | 减持 |
| 24 | V | VISA INC | $977,000 | 0.75% | 4,704 | 持平 |
| 25 | ANSS | ANSYS INC | $942,000 | 0.72% | 3,900 | 持平 |
来源：SEC 13F 申报文件 · 截至 2022-12-31
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