Thomasville National Bank 13F 持仓 · 2026年Q2
Thomasville National Bank 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 238 只证券，申报市值合计 18.20 亿美元。前几大持仓：TSM（5.22%）、AMZN（5.13%）、GOOG（5.10%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR | $95.0M | 5.22% | 198,967 | 减持 |
| 2 | AMZN | AMAZON COM INC COM | $93.3M | 5.13% | 391,613 | 增持 |
| 3 | GOOG | ALPHABET INC CAP STK CL C | $92.8M | 5.10% | 262,647 | 减持 |
| 4 | PANW | PALO ALTO NETWORKS INC | $82.8M | 4.55% | 242,809 | 增持 |
| 5 | ASML | ASML HOLDING N V | $71.7M | 3.94% | 36,050 | 减持 |
| 6 | MSFT | MICROSOFT CORP | $70.4M | 3.87% | 188,684 | 增持 |
| 7 | AAPL | APPLE, INC | $64.5M | 3.54% | 222,766 | 减持 |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $64.2M | 3.53% | 128,242 | 增持 |
| 9 | BKNG | BOOKING HLDGS INC | $51.6M | 2.83% | 289,313 | 增持 |
| 10 | ENB | ENBRIDGE INC COM | $47.7M | 2.62% | 880,638 | 增持 |
| 11 | CRWD | CROWDSTRIKE HLDGS INC | $45.9M | 2.52% | 60,110 | 增持 |
| 12 | GSK | GSK PLC | $45.7M | 2.51% | 871,467 | 减持 |
| 13 | USB | US BANCORP | $44.7M | 2.45% | 739,239 | 增持 |
| 14 | V | VISA INC COM CL A | $41.6M | 2.29% | 121,242 | 增持 |
| 15 | RTX | RTX CORPORATION | $39.0M | 2.14% | 205,711 | 减持 |
| 16 | NVDA | NVIDIA CORP COM | $37.2M | 2.05% | 186,146 | 增持 |
| 17 | SHEL | SHELL PLC | $33.6M | 1.85% | 433,623 | 增持 |
| 18 | JPM | JP MORGAN CHASE & CO | $33.3M | 1.83% | 101,633 | 减持 |
| 19 | DUK | DUKE ENERGY CORP NEW COM NEW | $31.1M | 1.71% | 245,601 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $29.9M | 1.65% | 219,025 | 增持 |
| 21 | NI | NISOURCE INC COM | $28.2M | 1.55% | 592,284 | 增持 |
| 22 | GD | GENERAL DYNAMICS CORP COM | $28.1M | 1.54% | 79,329 | 增持 |
| 23 | PM | PHILIP MORRIS INTL INC COM | $26.6M | 1.46% | 147,111 | 增持 |
| 24 | AJG | GALLAGHER ARTHUR J & CO | $26.2M | 1.44% | 114,282 | 增持 |
| 25 | META | META PLATFORMS, INC. | $25.6M | 1.40% | 45,384 | 增持 |
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