Stralem & Co Inc 13F 持仓 · 最近申报 2020年Q2
Stralem & Co 在 2020年Q2（报告期截至 2020-06-30）的 SEC 13F 申报中报告了 118 只证券，申报市值合计 1.57 亿美元。前几大持仓：META（4.32%）、ADBE（4.12%）、DHR（4.01%）。本季前 25 大持仓中：新建仓 2 只、减持 23 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | META | FACEBOOK INC | $6.8M | 4.32% | 29,907 | 减持 |
| 2 | ADBE | ADOBE INC | $6.5M | 4.12% | 14,868 | 减持 |
| 3 | DHR | DANAHER CORPORATION | $6.3M | 4.01% | 35,650 | 减持 |
| 4 | V | VISA INC | $6.1M | 3.90% | 31,692 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $5.9M | 3.74% | 28,832 | 减持 |
| 6 | GOOGL | ALPHABET INC | $5.6M | 3.55% | 3,935 | 减持 |
| 7 | AVGO | BROADCOM INC | $5.3M | 3.40% | 16,910 | 减持 |
| 8 | DHI | D R HORTON INC | $5.2M | 3.31% | 93,610 | 减持 |
| 9 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.2M | 3.30% | 56,520 | 减持 |
| 10 | UNH | UNITEDHEALTH GROUP INC | $5.1M | 3.26% | 17,335 | 减持 |
| 11 | ORCL | ORACLE CORP | $5.0M | 3.21% | 91,344 | 减持 |
| 12 | ATVI | ACTIVISION BLIZZARD INC | $5.0M | 3.17% | 65,664 | 新建仓 |
| 13 | CSCO | CISCO SYS INC | $4.9M | 3.11% | 104,845 | 减持 |
| 14 | FDX | FEDEX CORP | $4.9M | 3.10% | 34,695 | 减持 |
| 15 | COST | COSTCO WHSL CORP NEW | $4.8M | 3.07% | 15,910 | 新建仓 |
| 16 | D | DOMINION ENERGY INC | $4.7M | 3.01% | 58,175 | 减持 |
| 17 | PGR | PROGRESSIVE CORP OHIO | $4.7M | 3.01% | 59,076 | 减持 |
| 18 | DUK | DUKE ENERGY CORP NEW | $4.4M | 2.79% | 54,821 | 减持 |
| 19 | MRK | MERCK & CO. INC | $4.2M | 2.69% | 54,596 | 减持 |
| 20 | AEP | AMERICAN ELEC PWR CO INC | $4.2M | 2.66% | 52,408 | 减持 |
| 21 | ABT | ABBOTT LABS | $4.2M | 2.65% | 45,590 | 减持 |
| 22 | PFE | PFIZER INC | $4.1M | 2.59% | 124,487 | 减持 |
| 23 | ABBV | ABBVIE INC | $4.0M | 2.57% | 41,055 | 减持 |
| 24 | TMO | THERMO FISHER SCIENTIFIC INC | $4.0M | 2.53% | 10,950 | 减持 |
| 25 | ALXN | ALEXION PHARMACEUTICALS INC | $4.0M | 2.52% | 35,225 | 减持 |
来源：SEC 13F 申报文件 · 截至 2020-06-30
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