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PARTHENON LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

PARTHENON LLC

报告期 2026-03-31 · CIK 0001088859

持仓数

127

前50大市值合计

$807.9M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

21Q3 调仓2021-06-30 → 2021-09-30 · 共 71 项建仓 4增持 11减持 51清仓 5

方向

标的

Δ市值

现股数(环比)

清仓

— GENERAL ELECTRIC CO

-$3.7M

0 -100%

建仓

GE GENERAL ELECTRIC CO

+$3.6M

34,617

减持

MSFT MICROSOFT CORP

+$2.6M

298,380 -1%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

减持

GOOGL ALPHABET INC

+$1.9M

8,417 -0%

减持

CHDN CHURCHILL DOWNS INC

+$1.7M

48,161 -3%

减持

WAT WATERS CORP

-$1.6M

38,468 -13%

减持

AOUT AMERICAN OUTDOOR BRANDS INC

-$1.4M

100,000 -9%

减持

GLW CORNING INC

-$1.4M

301,968 -0%

建仓

SGC SUPERIOR GROUP OF CO INC

+$1.2M

53,310

减持

PAYX PAYCHEX INC

+$1.2M

279,497 -1%

减持

BF/B BROWN FORMAN CORP

-$1.1M

112,142 -3%

减持

GOOG ALPHABET INC

+$1.1M

7,668 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$899.0K

163,158 -0%

减持

MDLZ MONDELEZ INTL INC

-$857.0K

186,660 -1%

增持

— EXXON MOBIL CORP

-$829.0K

205,501 +0%

增持

SMG SCOTTS MIRACLE-GRO CO

+$769.0K

47,045 +48%

减持

DIS DISNEY WALT CO

-$538.0K

66,185 -1%

增持

JCTC JEWETT CAMERON TRADING LTD

+$530.0K

218,053 +6%

减持

PG PROCTER AND GAMBLE CO

+$525.0K

158,911 -1%

减持

BKNG BOOKING HOLDINGS INC

+$517.0K

3,134 -1%

减持

META FACEBOOK INC

-$477.0K

53,973 -0%

减持

DOV DOVER CORP

+$471.0K

112,405 -0%

减持

SJM SMUCKER J M CO

-$470.0K

47,911 -0%

减持

AAPL APPLE INC

+$459.0K

131,983 -1%

减持

KHC KRAFT HEINZ CO

-$374.0K

12,808 -38%

增持

VWO VANGUARD INTL EQUITY INDEX F

-$374.0K

90,259 +0%

减持

ABBV ABBVIE INC

-$358.0K

27,308 -7%

增持

MRK MERCK & CO INC

-$343.0K

153,818 +1%

减持

TFX TELEFLEX INCORPORATED

-$336.0K

12,100 -1%

减持

PM PHILIP MORRIS INTL INC

-$325.0K

36,245 -4%

减持

MO ALTRIA GROUP INC

-$287.0K

55,295 -6%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$286.0K

19,107 -5%

清仓

GIS GENERAL MLS INC

-$272.0K

0 -100%

清仓

AVGO BROADCOM INC

-$271.0K

0 -100%

建仓

DELL DELL TECHNOLOGIES INC

+$260.0K

2,500

减持

T AT&T INC

-$260.0K

33,167 -17%

减持

PFE PFIZER INC

+$249.0K

113,334 -4%

清仓

GILD GILEAD SCIENCES INC

-$244.0K

0 -100%

清仓

CFG CITIZENS FINL GROUP INC

-$233.0K

0 -100%

减持

CVX CHEVRON CORP NEW

-$220.0K

17,228 -8%

减持

OGN ORGANON & CO

-$219.0K

7,417 -51%

减持

JPM JPMORGAN CHASE & CO

+$218.0K

48,867 -2%

减持

CSCO CISCO SYS INC

+$213.0K

205,118 -1%

减持

PEP PEPSICO INC

+$212.0K

103,143 -0%

建仓

— CHUBB LIMITED

+$204.0K

1,174

减持

CVS CVS HEALTH CORP

+$188.0K

164,968 -0%

减持

VZ VERIZON COMMUNICATIONS INC

-$186.0K

5,247 -37%

增持

VOO VANGUARD INDEX FDS

+$183.0K

7,098 +7%

减持

CRM SALESFORCE COM INC

-$169.0K

1,000 -44%

减持

SYK STRYKER CORPORATION

+$143.0K

42,390 -0%

增持

— MEDTRONIC PLC

+$134.0K

90,697 +0%

减持

FAST FASTENAL CO

-$132.0K

298,480 -0%

减持

HD HOME DEPOT INC

+$131.0K

24,344 -1%

减持

BMY BRISTOL-MYERS SQUIBB CO

-$121.0K

10,701 -5%

减持

MCD MCDONALDS CORP

+$103.0K

14,372 -1%

减持

AMGN AMGEN INC

-$91.0K

1,177 -16%

减持

TFC TRUIST FINL CORP

-$83.0K

9,112 -18%

增持

IJR ISHARES TR

-$80.0K

31,480 +1%

减持

ZTS ZOETIS INC

+$80.0K

10,816 -0%

减持

INTU INTUIT

+$71.0K

1,675 -1%

增持

WMT WALMART INC

-$66.0K

83,374 +1%

减持

AXP AMERICAN EXPRESS CO

+$66.0K

63,635 -1%

减持

INTC INTEL CORP

-$58.0K

4,076 -17%

减持

LSTR LANDSTAR SYS INC

-$51.0K

73,460 -0%

减持

USB US BANCORP DEL

+$46.0K

35,897 -2%

减持

CINF CINCINNATI FINL CORP

-$43.0K

3,233 -8%

减持

CMCSA COMCAST CORP NEW

-$36.0K

7,550 -6%

减持

CLAR CLARUS CORP NEW

-$32.0K

92,810 -1%

增持

NVDA NVIDIA CORPORATION

+$30.0K

4,180 +300%

增持

VEA VANGUARD TAX-MANAGED INTL FD

+$14.0K

38,138 +3%

减持

— SHYFT GROUP INC

-$7.0K

51,253 -2%