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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

23Q4 调仓2023-09-30 → 2023-12-31 · 共 82 项建仓 3增持 32减持 47

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

+$15.3M

262,675 -1%

减持

META META PLATFORMS INC

+$4.2M

79,108 -0%

增持

— EXXON MOBIL CORP

-$3.2M

187,183 +0%

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。

增持

AAPL APPLE INC

+$2.8M

127,873 +0%

减持

FAST FASTENAL CO

+$2.7M

276,077 -1%

减持

AXP AMERICAN EXPRESS CO

+$2.6M

69,674 -0%

减持

SCHW SCHWAB CHARLES CORP

+$1.9M

139,880 -1%

减持

WAT WATERS CORP

+$1.8M

33,346 -0%

增持

GOOGL ALPHABET INC

+$1.7M

170,020 +1%

减持

BKNG BOOKING HOLDINGS INC

+$1.6M

3,580 -0%

减持

DOV DOVER CORP

+$1.6M

110,047 -0%

增持

CHDN CHURCHILL DOWNS INC

+$1.4M

72,062 +1%

减持

CVS CVS HEALTH CORP

+$1.4M

160,638 -1%

减持

GOOG ALPHABET INC

+$1.2M

142,590 -0%

增持

VOO VANGUARD INDEX FDS

+$1.2M

12,651 +14%

增持

JPM JPMORGAN CHASE & CO

+$1.2M

44,746 +1%

增持

HD HOME DEPOT INC

+$1.1M

23,641 +1%

增持

PNC PNC FINL SVCS GROUP INC

+$1.1M

33,075 +0%

减持

LSTR LANDSTAR SYS INC

+$1.1M

67,884 -1%

减持

SYK STRYKER CORPORATION

+$1.0M

39,656 -0%

减持

PAYX PAYCHEX INC

+$960.5K

262,022 -0%

减持

MRK MERCK & CO INC

+$800.1K

158,883 -1%

减持

YETI YETI HLDGS INC

+$757.7K

219,615 -0%

增持

IJR ISHARES TR

+$640.2K

43,890 +1%

增持

CSCO CISCO SYS INC

-$634.5K

215,332 +1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$632.6K

153,725 -1%

减持

DIS DISNEY WALT CO

+$609.5K

73,677 -1%

增持

CLAR CLARUS CORP NEW

+$557.3K

185,164 +95%

减持

MDLZ MONDELEZ INTL INC

+$530.8K

175,539 -0%

增持

RELL RICHARDSON ELECTRS LTD

+$493.0K

80,489 +51%

减持

SMG SCOTTS MIRACLE-GRO CO

+$480.3K

48,032 -4%

增持

MCD MCDONALDS CORP

+$472.7K

14,213 +0%

减持

PFE PFIZER INC

-$464.5K

104,582 -0%

减持

GE GENERAL ELECTRIC CO

+$393.6K

23,873 -1%

增持

VEA VANGUARD TAX-MANAGED FDS

+$393.2K

69,646 +3%

增持

IVV ISHARES TR

+$379.5K

3,098 +21%

减持

AOUT AMERICAN OUTDOOR BRANDS INC

-$350.5K

73,907 -26%

减持

USB US BANCORP DEL

+$349.8K

34,858 -1%

增持

LLY ELI LILLY & CO

+$316.6K

5,765 +2%

建仓

IWV ISHARES TR

+$299.5K

1,094

增持

PG PROCTER AND GAMBLE CO

+$273.4K

149,155 +1%

增持

— WALGREENS BOOTS ALLIANCE INC

+$261.8K

58,785 +3%

减持

WMT WALMART INC

-$261.6K

80,010 -1%

减持

ABT ABBOTT LABS

+$258.2K

31,408 -5%

增持

KO COCA COLA CO

+$251.1K

71,645 +1%

建仓

COHR COHERENT CORP

+$241.6K

5,550

建仓

V VISA INC

+$220.5K

847

减持

ZTS ZOETIS INC

+$217.6K

10,100 -1%

增持

COST COSTCO WHSL CORP NEW

+$173.4K

1,288 +8%

减持

VPL VANGUARD INTL EQUITY INDEX F

+$167.8K

33,554 -0%

减持

— MEDTRONIC PLC

+$165.7K

92,873 -3%

增持

SPY SPDR S&P 500 ETF TR

+$156.2K

2,372 +4%

减持

KVUE KENVUE INC

+$153.4K

149,266 -2%

减持

SJM SMUCKER J M CO

+$147.5K

46,040 -0%

减持

AGX ARGAN INC

-$143.1K

30,657 -12%

减持

VGK VANGUARD INTL EQUITY INDEX F

+$135.9K

23,400 -1%

增持

MMM 3M CO

+$135.6K

8,338 +1%

减持

GLW CORNING INC

-$130.0K

274,627 -1%

增持

CVX CHEVRON CORP NEW

-$124.0K

12,871 +6%

减持

JNJ JOHNSON & JOHNSON

-$119.6K

125,527 -1%

增持

MSI MOTOROLA SOLUTIONS INC

+$109.5K

2,213 +3%

增持

WM WASTE MGMT INC DEL

+$83.7K

2,595 +4%

增持

TFC TRUIST FINL CORP

+$78.5K

9,188 +1%

减持

IWM ISHARES TR

+$72.0K

4,849 -5%

减持

VTI VANGUARD INDEX FDS

+$71.8K

4,744 -4%

增持

PM PHILIP MORRIS INTL INC

+$68.5K

33,049 +1%

增持

MA MASTERCARD INCORPORATED

+$60.3K

947 +9%

增持

BF/B BROWN FORMAN CORP

-$55.7K

104,556 +0%

减持

VWO VANGUARD INTL EQUITY INDEX F

+$50.9K

109,514 -4%

减持

T AT&T INC

+$48.6K

29,534 -1%

增持

HON HONEYWELL INTL INC

+$44.0K

1,251 +6%

减持

AMZN AMAZON COM INC

-$42.0K

1,606 -29%

减持

PEP PEPSICO INC

-$40.2K

100,795 -0%

增持

USMV ISHARES TR

+$40.1K

5,963 +2%

减持

ECL ECOLAB INC

+$31.4K

1,184 -1%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

+$30.4K

4,007 -2%

减持

ABBV ABBVIE INC

-$30.1K

23,435 -5%

减持

DOW DOW INC

+$20.6K

6,539 -0%

减持

LOW LOWES COS INC

+$16.8K

3,146 -4%

减持

— CHUBB LIMITED

-$12.3K

1,027 -13%

增持

CMCSA COMCAST CORP NEW

+$11.6K

7,898 +5%

减持

AMGN AMGEN INC

+$9.2K

1,177 -4%