유명 투자자 · 2026년 2분기 말 기준 13F · 2026-08-07 제출
이번 분기 산 종목: ZTS, DIS, BNS, EVTC, LULU, THO, CAG, BLDR
이번 분기 판 종목: FDX, GOOGL, JNJ, SNEX, BFH, ZION, HCI, CSCO
| 종목 | 발행사 | 비중 | 평가액 |
|---|---|---|---|
| CNH | CNH INDUSTRIAL NV | 17.1% | $2억 |
| IONS | IONIS PHARMACEUTICALS INC. | 13.7% | $2억 |
| KOF | COCA COLA FEMSA | 9.3% | $1억 |
| BRK-A | BERKSHIRE HATHAWAY INC | 8.2% | $1억 |
| JNJ | JOHNSON & JOHNSON | 3.9% | $5,121만 |
| GOOGL | ALPHABET INC-CL A | 3.8% | $5,049만 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL CL | 3.7% | $4,885만 |
| ALV | AUTOLIV INC. | 3.4% | $4,453만 |
| WFC | WELLS FARGO & CO | 3.1% | $4,107만 |
| ZTS | ZOETIS, INC. | 3.0% | $3,996만 |
| NVST | ENVISTA HOLDINGS CORP | 2.9% | $3,782만 |
| TFC | TRUIST FINANCIAL CORP | 2.1% | $2,721만 |
| UNF | UNIFIRST CORP | 2.0% | $2,686만 |
| UHAL-B | U-HAUL HOLDING CO - NON VOTING | 2.0% | $2,671만 |
| AXP | AMERICAN EXPRESS CO | 1.6% | $2,121만 |
| BAC | BANK OF AMERICA CORP COM | 1.6% | $2,078만 |
| VRTX | VERTEX PHARMACEUTICALS | 1.5% | $1,993만 |
| AZO | AUTOZONE, INC. | 1.3% | $1,767만 |
| - | DORIAN LPG LIMITED | 1.2% | $1,582만 |
| BNY | BANK OF NEW YORK MELLON CORP | 1.1% | $1,479만 |