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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

24Q4 调仓2024-09-30 → 2024-12-31 · 共 84 项建仓 2增持 25减持 53清仓 4

方向

标的

Δ市值

现股数(环比)

减持

MSFT MICROSOFT CORP

-$4.1M

246,515 -2%

减持

GOOGL ALPHABET INC

+$3.9M

168,012 -0%

增持

AAPL APPLE INC

+$3.7M

132,329 +5%

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

GOOG ALPHABET INC

+$3.2M

138,891 -0%

减持

CVS CVS HEALTH CORP

-$2.9M

142,325 -4%

增持

BKNG BOOKING HOLDINGS INC

+$2.9M

3,558 +1%

减持

MDLZ MONDELEZ INTL INC

-$2.6M

168,708 -2%

减持

JNJ JOHNSON & JOHNSON

-$2.3M

125,283 -1%

减持

MRK MERCK & CO INC

-$2.3M

158,200 -0%

清仓

AGX ARGAN INC

-$2.2M

0 -100%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$2.2M

146,638 -2%

减持

WMT WALMART INC

+$2.1M

234,017 -1%

增持

AXP AMERICAN EXPRESS CO

+$2.0M

69,632 +1%

减持

— EXXON MOBIL CORP

-$1.9M

191,016 -0%

减持

PEP PEPSICO INC

-$1.9M

100,773 -1%

增持

JPM JPMORGAN CHASE & CO.

+$1.6M

45,813 +3%

减持

PAYX PAYCHEX INC

+$1.4M

258,275 -0%

建仓

THRY THRYV HLDGS INC

+$1.4M

96,673

减持

SCHW SCHWAB CHARLES CORP

+$1.3M

141,165 -0%

减持

PG PROCTER AND GAMBLE CO

-$1.3M

145,493 -2%

减持

BF/B BROWN FORMAN CORP

-$1.2M

104,035 -0%

减持

CSCO CISCO SYS INC

+$1.1M

204,676 -1%

减持

DIS DISNEY WALT CO

+$1.1M

74,230 -1%

减持

— MEDTRONIC PLC

-$994.2K

90,186 -1%

增持

LSTR LANDSTAR SYS INC

-$925.8K

67,997 +2%

减持

SMG SCOTTS MIRACLE-GRO CO

-$906.5K

39,625 -3%

减持

LLY ELI LILLY & CO

-$888.9K

5,352 -6%

减持

TFX TELEFLEX INCORPORATED

-$844.3K

11,908 -1%

减持

DOV DOVER CORP

-$831.9K

106,920 -2%

减持

ABBV ABBVIE INC

-$784.5K

21,688 -8%

减持

SJM SMUCKER J M CO

-$690.0K

42,712 -4%

减持

YETI YETI HLDGS INC

-$651.0K

220,885 -1%

增持

RSSS RESEARCH SOLUTIONS INC

+$628.0K

392,284 +7%

增持

WAT WATERS CORP

+$616.6K

32,881 +2%

减持

GE GE AEROSPACE

-$567.3K

22,817 -2%

减持

CLAR CLARUS CORP NEW

-$547.1K

66,780 -65%

减持

HD HOME DEPOT INC

-$493.4K

23,566 -1%

增持

HSY HERSHEY CO

-$480.2K

24,615 +2%

减持

VEA VANGUARD TAX-MANAGED FDS

-$458.7K

80,976 -1%

减持

KVUE KENVUE INC

-$448.5K

115,283 -8%

增持

VOO VANGUARD INDEX FDS

+$416.3K

14,163 +4%

增持

VWO VANGUARD INTL EQUITY INDEX F

-$411.8K

113,493 +0%

减持

NKE NIKE INC

-$346.8K

26,339 -0%

减持

ZTS ZOETIS INC

-$346.3K

9,558 -2%

增持

GEV GE VERNOVA INC

+$292.3K

3,897 +0%

减持

LOW LOWES COS INC

-$288.1K

2,971 -21%

减持

GLW CORNING INC

+$276.2K

246,579 -3%

减持

PFE PFIZER INC

-$275.4K

96,089 -2%

减持

SYK STRYKER CORPORATION

-$266.8K

38,380 -2%

清仓

IVE ISHARES TR

-$257.3K

0 -100%

减持

VPL VANGUARD INTL EQUITY INDEX F

-$245.1K

33,193 -0%

清仓

AMAT APPLIED MATLS INC

-$242.5K

0 -100%

减持

META META PLATFORMS INC

+$233.5K

73,924 -2%

减持

VGK VANGUARD INTL EQUITY INDEX F

-$227.8K

22,400 -3%

清仓

EFA ISHARES TR

-$201.8K

0 -100%

建仓

EMR EMERSON ELEC CO

+$200.3K

1,616

减持

NVDA NVIDIA CORPORATION

+$186.3K

23,950 -4%

增持

MCD MCDONALDS CORP

-$160.6K

14,481 +1%

增持

V VISA INC

+$139.3K

1,617 +20%

减持

IVW ISHARES TR

-$102.4K

5,136 -21%

增持

AMZN AMAZON COM INC

+$87.1K

2,070 +5%

减持

IWR ISHARES TR

-$85.5K

10,323 -9%

减持

ABT ABBOTT LABS

-$85.4K

31,563 -2%

减持

MMM 3M CO

-$81.7K

8,038 -2%

增持

VTI VANGUARD INDEX FDS

+$76.3K

5,090 +3%

减持

GEHC GE HEALTHCARE TECHNOLOGIES I

-$69.6K

3,709 -3%

减持

USB US BANCORP DEL

+$67.6K

34,216 -0%

减持

FAST FASTENAL CO

+$55.0K

271,505 -0%

增持

IJR ISHARES TR

-$39.4K

51,527 +1%

增持

CHDN CHURCHILL DOWNS INC

+$36.7K

73,086 +2%

减持

CMCSA COMCAST CORP NEW

-$35.4K

7,460 -1%

增持

TSCO TRACTOR SUPPLY CO

-$34.0K

6,625 +400%

减持

IVV ISHARES TR

+$32.6K

2,947 -0%

增持

T AT&T INC

+$27.1K

18,098 +3%

增持

RTX RTX CORPORATION

+$12.4K

2,428 +10%

减持

IWB ISHARES TR

-$9.8K

1,980 -4%

增持

UNH UNITEDHEALTH GROUP INC

-$8.0K

546 +12%

增持

CVX CHEVRON CORP NEW

-$6.3K

11,701 +1%

增持

F FORD MTR CO

-$6.3K

11,119 +1%

减持

— WALGREENS BOOTS ALLIANCE INC

+$3.3K

53,648 -3%

减持

COHR COHERENT CORP

+$3.0K

5,100 -6%

增持

EEM ISHARES TR

-$2.4K

6,276 +9%

增持

FNDX SCHWAB STRATEGIC TR

-$2.3K

9,762 +200%

减持

XLK SELECT SECTOR SPDR TR

+$1.9K

1,950 -3%