Woodley Farra Manion Portfolio Management Inc 13F 持仓 · 2026年Q2
Woodley Farra Manion Portfolio Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 20.76 亿美元。前几大持仓：ASML（5.63%）、AVGO（4.61%）、GOOGL（4.39%）。本季前 25 大持仓中：新建仓 3 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ASML | ASML HLDG NV | $116.9M | 5.63% | 58,763 | 减持 |
| 2 | AVGO | BROADCOM INC | $95.6M | 4.61% | 253,209 | 减持 |
| 3 | GOOGL | ALPHABET INC | $91.1M | 4.39% | 254,969 | 减持 |
| 4 | CARR | CARRIER GLOBAL CORPORATION | $83.8M | 4.04% | 1.1M | 增持 |
| 5 | DOV | DOVER CORP | $76.7M | 3.70% | 342,077 | 减持 |
| 6 | CB | CHUBB LIMITED | $76.0M | 3.66% | 222,421 | 增持 |
| 7 | MSFT | MICROSOFT CORP | $72.2M | 3.48% | 193,545 | 增持 |
| 8 | AZN | ASTRAZENECA PLC | $70.1M | 3.37% | 369,477 | 增持 |
| 9 | DRI | DARDEN RESTAURANTS INC | $68.2M | 3.28% | 330,950 | 减持 |
| 10 | PGR | PROGRESSIVE CORP | $67.5M | 3.25% | 308,948 | 减持 |
| 11 | SYK | STRYKER CORPORATION | $65.5M | 3.15% | 207,396 | 增持 |
| 12 | DIS | DISNEY WALT CO | $64.9M | 3.13% | 669,541 | 减持 |
| 13 | LMT | LOCKHEED MARTIN CORP | $65.1M | 3.13% | 127,720 | 增持 |
| 14 | HD | HOME DEPOT INC | $60.6M | 2.92% | 171,865 | 减持 |
| 15 | NEE | NEXTERA ENERGY INC | $57.3M | 2.76% | 653,286 | 增持 |
| 16 | ICE | INTERCONTINENTAL EXCHANGE IN | $54.1M | 2.61% | 439,704 | 增持 |
| 17 | DHR | DANAHER CORP DEL | $52.9M | 2.55% | 277,246 | 减持 |
| 18 | AMZN | AMAZON COM INC | $44.9M | 2.16% | 188,520 | 增持 |
| 19 | HON | HONEYWELL INTL INC | $41.6M | 2.00% | 185,644 | 新建仓 |
| 20 | ABT | ABBOTT LABORATORIES | $41.3M | 1.99% | 455,548 | 减持 |
| 21 | HONA | HONEYWELL AEROSPACE INC | $41.0M | 1.98% | 185,533 | 新建仓 |
| 22 | V | VISA INC | $40.8M | 1.96% | 118,871 | 增持 |
| 23 | CHD | CHURCH & DWIGHT CO INC | $40.5M | 1.95% | 417,993 | 增持 |
| 24 | SRE | SEMPRA | $37.8M | 1.82% | 404,757 | 增持 |
| 25 | KDP | KEURIG DR PEPPER INC | $37.6M | 1.81% | 1.1M | 新建仓 |
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