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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

24Q1 调仓2023-12-31 → 2024-03-31 · 共 93 项建仓 9增持 36减持 43清仓 5

方向

标的

Δ市值

现股数(环比)

减持

META META PLATFORMS INC

+$10.2M

78,635 -1%

减持

MSFT MICROSOFT CORP

+$10.1M

258,828 -1%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$9.7M

153,420 -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。

减持

MRK MERCK & CO INC

+$3.6M

158,845 -0%

增持

FAST FASTENAL CO

+$3.5M

277,102 +0%

增持

— EXXON MOBIL CORP

+$3.1M

187,913 +0%

减持

AAPL APPLE INC

-$2.9M

126,797 -1%

减持

AXP AMERICAN EXPRESS CO

+$2.8M

69,554 -0%

增持

YETI YETI HLDGS INC

-$2.8M

223,485 +2%

增持

DOV DOVER CORP

+$2.6M

110,192 +0%

增持

DIS DISNEY WALT CO

+$2.5M

74,797 +2%

增持

PG PROCTER AND GAMBLE CO

+$2.4M

149,723 +0%

增持

SYK STRYKER CORPORATION

+$2.3M

39,673 +0%

增持

GOOGL ALPHABET INC

+$1.9M

170,260 +0%

增持

WMT WALMART INC

+$1.9M

240,930 +201%

减持

GOOG ALPHABET INC

+$1.6M

142,265 -0%

增持

JPM JPMORGAN CHASE & CO

+$1.4M

45,199 +1%

增持

HD HOME DEPOT INC

+$1.2M

24,436 +3%

减持

GE GENERAL ELECTRIC CO

+$1.1M

23,638 -1%

减持

LLY ELI LILLY & CO

+$1.0M

5,667 -2%

增持

PAYX PAYCHEX INC

+$1.0M

262,522 +0%

减持

NVDA NVIDIA CORPORATION

+$914.1K

2,845 -15%

增持

IJR ISHARES TR

+$774.1K

49,993 +14%

清仓

SGC SUPERIOR GROUP OF CO INC

-$712.7K

0 -100%

增持

VEA VANGUARD TAX-MANAGED FDS

+$700.4K

80,456 +16%

增持

ABBV ABBVIE INC

+$681.9K

23,688 +1%

增持

PEP PEPSICO INC

+$628.2K

101,407 +1%

清仓

AOUT AMERICAN OUTDOOR BRANDS INC

-$620.8K

0 -100%

增持

SCHW SCHWAB CHARLES CORP

+$616.7K

141,560 +1%

增持

VOO VANGUARD INDEX FDS

+$587.6K

12,718 +1%

清仓

— WHOLE EARTH BRANDS INC

-$580.5K

0 -100%

减持

BF/B BROWN FORMAN CORP

-$578.3K

104,452 -0%

增持

— MEDTRONIC PLC

+$475.7K

93,248 +0%

减持

MDLZ MONDELEZ INTL INC

-$441.3K

175,328 -0%

增持

JNJ JOHNSON & JOHNSON

+$439.4K

127,154 +1%

减持

GLW CORNING INC

+$385.4K

265,407 -3%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$384.4K

9,842 -29%

减持

CVS CVS HEALTH CORP

-$382.4K

154,233 -4%

增持

ORCL ORACLE CORP

+$364.6K

7,018 +43%

减持

ZTS ZOETIS INC

-$335.2K

9,800 -3%

减持

WAT WATERS CORP

+$328.1K

32,846 -1%

增持

IWR ISHARES TR

+$322.8K

11,323 +40%

增持

BKNG BOOKING HOLDINGS INC

+$321.4K

3,589 +0%

清仓

IWV ISHARES TR

-$299.5K

0 -100%

减持

SMG SCOTTS MIRACLE-GRO CO

+$296.9K

45,032 -6%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$296.0K

114,844 +5%

减持

— WALGREENS BOOTS ALLIANCE INC

-$281.5K

57,785 -2%

减持

PM PHILIP MORRIS INTL INC

-$257.9K

31,121 -6%

建仓

MRSH MARSH & MCLENNAN COS INC

+$249.9K

1,213

建仓

AMAT APPLIED MATLS INC

+$247.5K

1,200

建仓

EW EDWARDS LIFESCIENCES CORP

+$241.4K

2,526

建仓

EEM ISHARES TR

+$237.3K

5,776

建仓

KMB KIMBERLY-CLARK CORP

+$230.6K

1,783

建仓

MCK MCKESSON CORP

+$228.7K

426

建仓

— LAM RESEARCH CORP

+$209.9K

216

建仓

TGT TARGET CORP

+$207.9K

1,173

清仓

BMY BRISTOL-MYERS SQUIBB CO

-$206.4K

0 -100%

建仓

EFA ISHARES TR

+$200.7K

2,513

减持

T AT&T INC

-$189.5K

17,392 -41%

增持

MCD MCDONALDS CORP

-$178.7K

14,313 +1%

减持

KVUE KENVUE INC

-$175.9K

141,556 -5%

增持

LOW LOWES COS INC

+$145.8K

3,321 +6%

增持

ABT ABBOTT LABS

+$140.4K

31,651 +1%

增持

IVW ISHARES TR

+$138.7K

6,516 +19%

增持

VTI VANGUARD INDEX FDS

+$125.8K

4,814 +1%

增持

CSCO CISCO SYS INC

-$89.3K

216,174 +0%

增持

PFE PFIZER INC

-$87.0K

105,365 +1%

增持

RELL RICHARDSON ELECTRS LTD

+$86.6K

126,069 +57%

减持

IVV ISHARES TR

+$83.8K

2,974 -4%

减持

SJM SMUCKER J M CO

-$81.8K

45,577 -1%

增持

CLAR CLARUS CORP NEW

+$74.4K

200,164 +8%

增持

IWM ISHARES TR

+$72.4K

4,972 +3%

减持

WM WASTE MGMT INC DEL

+$68.1K

2,500 -4%

减持

MSI MOTOROLA SOLUTIONS INC

+$67.9K

2,143 -3%

减持

SPY SPDR S&P 500 ETF TR

+$57.8K

2,266 -4%

增持

IWB ISHARES TR

+$54.5K

2,065 +0%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

+$52.0K

3,980 -1%

减持

COST COSTCO WHSL CORP NEW

+$49.5K

1,228 -5%

减持

MMM 3M CO

-$43.0K

8,188 -2%

减持

USB US BANCORP DEL

+$42.8K

34,708 -0%

减持

MA MASTERCARD INCORPORATED

+$38.2K

918 -3%

减持

CVX CHEVRON CORP NEW

+$36.9K

12,405 -4%

增持

LSTR LANDSTAR SYS INC

-$28.6K

68,049 +0%

减持

— DUPONT DE NEMOURS INC

-$28.0K

6,809 -5%

减持

USMV ISHARES TR

+$25.7K

5,874 -1%

减持

CMCSA COMCAST CORP NEW

-$19.0K

7,550 -4%

减持

DOW DOW INC

+$18.3K

6,506 -1%

减持

TFC TRUIST FINL CORP

+$16.0K

9,112 -1%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$13.0K

19,415 -5%

减持

KO COCA COLA CO

+$7.9K

69,139 -3%

减持

V VISA INC

+$5.0K

808 -5%

减持

AMZN AMAZON COM INC

-$503

1,350 -16%

减持

MO ALTRIA GROUP INC

+$328

49,295 -8%