Wood Investment Counsel LLC 13F 持仓 · 最近申报 2014年Q3
Wood Investment Counsel 在 2014年Q3（报告期截至 2014-09-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 6.69 亿美元。前几大持仓：CELG（17.22%）、BAC（4.56%）、MA（4.48%）。本季前 25 大持仓中：新建仓 1 只、增持 2 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CELG | CELGENE CORP | $115.1M | 17.22% | 1.2M | 减持 |
| 2 | BAC | BANK AMER CORP | $30.5M | 4.56% | 1.8M | 减持 |
| 3 | MA | MASTERCARD INC | $29.9M | 4.48% | 405,070 | 减持 |
| 4 | PSX | PHILLIPS 66 | $26.5M | 3.97% | 326,439 | 减持 |
| 5 | CBRE | CBRE GROUP INC | $25.0M | 3.74% | 840,933 | 减持 |
| 6 | AIG | AMERICAN INTL GROUP INC | $23.0M | 3.44% | 425,818 | 减持 |
| 7 | CLR | CONTINENTAL RESOURCES INC | $22.6M | 3.39% | 340,588 | 增持 |
| 8 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $21.8M | 3.27% | 406,400 | 增持 |
| 9 | HOT | STARWOOD HOTELS&RESORTS WRLD | $20.9M | 3.13% | 251,135 | 减持 |
| 10 | GM | GENERAL MTRS CO | $19.8M | 2.96% | 620,201 | 减持 |
| 11 | QDEL | QUIDEL CORP | $19.7M | 2.95% | 733,418 | 减持 |
| 12 | LOW | LOWES COS INC | $19.5M | 2.92% | 369,172 | 减持 |
| 13 | PXD | PIONEER NAT RES CO | $18.8M | 2.81% | 95,448 | 减持 |
| 14 | MWE | MARKWEST ENERGY PARTNERS L P | $18.4M | 2.75% | 239,648 | 减持 |
| 15 | ADI | ANALOG DEVICES INC | $18.2M | 2.72% | 367,951 | 减持 |
| 16 | C | CITIGROUP INC | $17.5M | 2.62% | 337,775 | 减持 |
| 17 | CTRA | CABOT OIL & GAS CORP | $17.5M | 2.61% | 533,908 | 减持 |
| 18 | EQT | EQT CORP | $17.2M | 2.57% | 187,488 | 减持 |
| 19 | CMI | CUMMINS INC | $16.6M | 2.49% | 126,071 | 减持 |
| 20 | AMRI | ALBANY MOLECULAR RESH INC | $16.2M | 2.42% | 733,328 | 新建仓 |
| 21 | ORCL | ORACLE CORP | $16.1M | 2.40% | 419,764 | 减持 |
| 22 | DD1 | DU PONT E I DE NEMOURS & CO | $15.5M | 2.32% | 216,246 | 减持 |
| 23 | EMR | EMERSON ELEC CO | $12.3M | 1.83% | 195,842 | 减持 |
| 24 | HAR | HARMAN INTL INDS INC | $12.1M | 1.82% | 123,803 | 减持 |
| 25 | ET | ENERGY TRANSFER EQUITY L P | $11.6M | 1.74% | 188,640 | 持平 |
来源：SEC 13F 申报文件 · 截至 2014-09-30
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