유명 투자자 · 2026년 2분기 말 기준 13F · 2026-07-31 제출
이번 분기 산 종목: MELI, FNV, EPD, WSO, LIN, ZTS, APD, V
이번 분기 판 종목: SMG, META, ADI, UNH, CMCSA
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| GOOG | ALPHABET INC | 7.4% | $10억 |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 6.3% | $8억 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.8% | $8억 |
| DE | DEERE & CO | 4.2% | $6억 |
| BN | BROOKFIELD CORP | 4.2% | $6억 |
| AMZN | AMAZON COM INC | 3.7% | $5억 |
| ADI | ANALOG DEVICES INC | 3.0% | $4억 |
| GS | GOLDMAN SACHS GROUP INC | 2.8% | $4억 |
| AAPL | APPLE INC | 2.7% | $4억 |
| CAT | CATERPILLAR INC | 2.7% | $3억 |
| V | VISA INC | 2.6% | $3억 |
| HD | HOME DEPOT INC | 2.5% | $3억 |
| WSO | WATSCO INC | 1.9% | $2억 |
| TXN | TEXAS INSTRS INC | 1.6% | $2억 |
| BLK | BLACKROCK INC | 1.6% | $2억 |
| GOOGL | ALPHABET INC | 1.6% | $2억 |
| MSFT | MICROSOFT CORP | 1.5% | $2억 |
| DIS | DISNEY WALT CO | 1.5% | $2억 |
| AXP | AMERICAN EXPRESS CO | 1.3% | $2억 |
| LOW | LOWES COS INC | 1.3% | $2억 |