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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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 76 项建仓 6增持 9减持 57清仓 4

方向

标的

Δ市值

现股数(环比)

建仓

CRM SALESFORCE INC

+$15.3M

57,805

减持

GOOGL ALPHABET INC

+$10.8M

159,113 -1%

减持

MSFT MICROSOFT CORP

-$10.4M

227,469 -2%

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

+$5.8M

117,331 -8%

减持

META META PLATFORMS INC

-$5.8M

68,540 -1%

增持

FAST FASTENAL CO

-$4.8M

544,840 +0%

减持

PAYX PAYCHEX INC

-$3.8M

244,890 -1%

减持

MRK MERCK & CO INC

+$3.2M

153,741 -0%

减持

DOV DOVER CORP

+$2.8M

105,296 -1%

减持

MDLZ MONDELEZ INTL INC

-$2.7M

140,009 -14%

减持

JNJ JOHNSON & JOHNSON

+$2.4M

122,312 -1%

减持

YETI YETI HLDGS INC

+$2.4M

219,930 -1%

减持

AXP AMERICAN EXPRESS CO

+$2.2M

67,410 -2%

减持

WAT WATERS CORP

+$2.0M

29,098 -4%

增持

WMT WALMART INC

+$2.0M

227,862 +0%

减持

PG PROCTER AND GAMBLE CO

-$1.8M

135,205 -2%

增持

BATRK ATLANTA BRAVES HLDGS INC

+$1.7M

223,665 +31%

减持

CSCO CISCO SYS INC

+$1.7M

198,089 -0%

减持

AAPL APPLE INC

+$1.6M

128,855 -2%

减持

HD HOME DEPOT INC

-$1.4M

23,098 -0%

减持

LSTR LANDSTAR SYS INC

+$1.3M

66,964 -1%

减持

LLY ELI LILLY & CO

+$1.3M

4,256 -1%

减持

— EXXON MOBIL CORP

+$1.2M

175,841 -1%

减持

USB US BANCORP DEL

-$1.2M

6,771 -79%

减持

GLW CORNING INC

+$1.1M

230,650 -1%

减持

— MEDTRONIC PLC

-$933.4K

61,638 -14%

增持

CLAR CLARUS CORP NEW

+$847.1K

1,005,364 +40%

减持

SYK STRYKER CORPORATION

-$787.5K

37,235 -1%

增持

THRY THRYV HLDGS INC

-$699.6K

184,717 +23%

建仓

— SEAGATE TECHNOLOGY HLDNGS PL

+$550.8K

2,000

减持

— ICON PLC

+$470.0K

79,203 -1%

减持

SJM SMUCKER J M CO

-$459.3K

31,643 -3%

减持

MCD MCDONALDS CORP

-$433.3K

12,965 -10%

减持

BKNG BOOKING HOLDINGS INC

-$433.1K

3,467 -1%

减持

SCHW SCHWAB CHARLES CORP

+$396.7K

133,820 -2%

减持

NVDA NVIDIA CORPORATION

-$374.5K

16,648 -11%

减持

NKE NIKE INC

-$368.6K

28,919 -9%

减持

COHR COHERENT CORP

+$361.5K

4,900 -3%

减持

INTU INTUIT

-$299.3K

1,275 -24%

建仓

WSBC WESBANCO INC

+$264.6K

7,960

减持

HSY HERSHEY CO

-$245.7K

23,565 -3%

减持

IBM INTERNATIONAL BUSINESS MACHS

-$231.8K

6,274 -15%

建仓

CAT CATERPILLAR INC

+$229.1K

400

建仓

EXPE EXPEDIA GROUP INC

+$223.8K

790

清仓

KMB KIMBERLY-CLARK CORP

-$221.7K

0 -100%

清仓

GEHC GE HEALTHCARE TECHNOLOGIES I

-$216.0K

0 -100%

建仓

EW EDWARDS LIFESCIENCES CORP

+$215.3K

2,526

减持

PEP PEPSICO INC

+$214.8K

100,965 -1%

清仓

BLK BLACKROCK INC

-$214.5K

0 -100%

清仓

— DUPONT DE NEMOURS INC

-$204.2K

0 -100%

减持

ZTS ZOETIS INC

-$198.7K

9,451 -0%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$197.7K

138,619 +0%

减持

VOO VANGUARD INDEX FDS

-$190.6K

14,480 -4%

减持

KVUE KENVUE INC

-$186.6K

68,450 -19%

减持

PFE PFIZER INC

-$147.2K

45,028 -10%

减持

GEV GE VERNOVA INC

+$140.6K

3,842 -0%

减持

VWO VANGUARD INTL EQUITY INDEX F

-$113.4K

117,033 -1%

减持

GE GE AEROSPACE

+$113.0K

22,392 -1%

减持

DIS DISNEY WALT CO

-$98.8K

73,766 -1%

减持

UG UNITED GUARDIAN INC

-$88.2K

50,636 -1%

增持

IJR ISHARES TR

+$85.7K

55,967 +0%

减持

CVS CVS HEALTH CORP

+$78.3K

114,836 -4%

减持

T AT&T INC

-$67.1K

17,874 -1%

减持

CVX CHEVRON CORP NEW

-$42.9K

11,659 -1%

减持

SMG SCOTTS MIRACLE-GRO CO

-$34.7K

28,935 -4%

增持

IWM ISHARES TR

+$32.2K

4,797 +1%

减持

VTI VANGUARD INDEX FDS

-$22.3K

5,407 -3%

减持

MMM 3M CO

-$20.7K

7,661 -5%

减持

IVV ISHARES TR

+$19.8K

2,850 -1%

减持

CMCSA COMCAST CORP NEW

-$14.1K

7,370 -1%

增持

XLK SELECT SECTOR SPDR TR

+$9.4K

3,100 +100%

减持

VEU VANGUARD INTL EQUITY INDEX F

+$8.5K

16,928 -2%

减持

JPM JPMORGAN CHASE & CO.

+$4.4K

42,460 -2%

减持

EFA ISHARES TR

-$3.2K

2,313 -4%

减持

AMZN AMAZON COM INC

-$2.0K

2,265 -5%

减持

VEA VANGUARD TAX-MANAGED FDS

-$954

81,775 -4%