Keene & Associates, Inc.

CIK 1907874 · عرض على SEC EDGAR ↗

قيمة المحفظة
$124.5M
#7934 من 9443 حسب قيمة 13F · أعلى 84.0%
المراكز
76
حتى تاريخ
31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
وزن أكبر 10 مقتنيات
34,07%
وزن أكبر 25 مقتنية
71,68%
المراكز فوق 1%
33
العدد الفعلي للمراكز
42,0

استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)

مراكز جديدة
76
زيادة
0
انخفض
0
مغلق
0
على هذه الصفحة

توزيع القطاعات

Healthcare
14,4%
Industrials
12,2%
Consumer Staples
11,3%
Energy
10,7%
Technology
7,2%
Utilities
6,7%
Consumer Discretionary
5,0%
Materials
5,0%
Retail
4,9%
Communications
3,5%
Logistics & Transportation
3,3%
Communication Services
3,3%
Telecommunication
2,7%
Consumer products
2,7%
Financials
0,6%
Financial Services
0,6%
أخرى/غير معينة
5,8%

المحفظة الكاملة 76 المراكز

النوع فترة متتالية اتجاه 8 أرباع
WMT Walmart Inc. - Common Stock $4950277 3,97% 54790 صعود ×1
KMI Kinder Morgan, Inc. Common Stock $4727267 3,80% 172528 صعود ×1
CSCO Cisco Systems, Inc. - Common Stock $4407996 3,54% 74459 صعود ×1
MSFT Microsoft Corporation - Common Stock $4278462 3,44% 10151 صعود ×1
INGR Ingredion Incorporated Common Stock $4206310 3,38% 30578 صعود ×1
FDX FedEx Corporation Common Stock $4134988 3,32% 14698 صعود ×1
ORCL Oracle Corporation Common Stock $4132839 3,32% 24801 صعود ×1
GLW Corning Incorporated Common Stock $4048752 3,25% 85201 صعود ×1
EVRG Evergy, Inc. - Common Stock $3953910 3,17% 64239 صعود ×1
DUK Duke Energy Corporation (Holding Company) Common Stock $3584510 2,88% 33270 صعود ×1
BMY Bristol-Myers Squibb Company Common Stock $3499989 2,81% 61881 صعود ×1
TSN Tyson Foods, Inc. Common Stock $3453465 2,77% 60123 صعود ×1
VZ Verizon Communications Inc. Common Stock $3414066 2,74% 85373 صعود ×1
DIS Walt Disney Company (The) Common Stock $3370008 2,71% 30265 صعود ×1
KMB Kimberly-Clark Corporation - Common Stock $3322388 2,67% 25354 صعود ×1
GD General Dynamics Corporation Common Stock $3235921 2,60% 12281 صعود ×1
GOLD Gold.com, Inc. Common Stock $3174013 2,55% 204775 صعود ×1
MDT Medtronic plc. Ordinary Shares $3167162 2,54% 39649 صعود ×1
SLB SLB Limited Common Shares $3123828 2,51% 81477 صعود ×1
PEP PepsiCo, Inc. - Common Stock $3022546 2,43% 19877 صعود ×1
J Jacobs Solutions Inc. Common Stock $2972644 2,39% 22247 صعود ×1
JNJ Johnson & Johnson Common Stock $2939835 2,36% 20328 صعود ×1
MRK Merck & Company, Inc. Common Stock (new) $2908795 2,34% 29240 صعود ×1
CVX Chevron Corporation Common Stock $2714157 2,18% 18739 صعود ×1
PFE Pfizer, Inc. Common Stock $2522289 2,03% 95073 صعود ×1
NEM Newmont Corporation $2416881 1,94% 64935 صعود ×1
CAG ConAgra Brands, Inc. Common Stock $2401763 1,93% 86550 صعود ×1
BWA BorgWarner Inc. Common Stock $2149290 1,73% 67609 صعود ×1
BILZ $1849543 1,49% 18345 صعود ×1
RSP $1734989 1,39% 9901 صعود ×1
NTR Nutrien Ltd. Common Shares $1587014 1,27% 35464 صعود ×1
DVN Devon Energy Corporation Common Stock $1549111 1,24% 47330 صعود ×1
GLD $1243338 1,00% 5135 صعود ×1
ZBRA Zebra Technologies Corporation - Class A Common Stock $988723 0,79% 2560 صعود ×1
CTVA Corteva, Inc. Common Stock $887779 0,71% 15586 صعود ×1
HAE Haemonetics Corporation Common Stock $851384 0,68% 10904 صعود ×1
SMG Scotts Miracle-Gro Company (The) Common Stock $787456 0,63% 11870 صعود ×1
GOOGL Alphabet Inc. - Class A Common Stock $749817 0,60% 3961 صعود ×1
MTRX Matrix Service Company - Common Stock $737962 0,59% 61651 صعود ×1
CFR Cullen/Frost Bankers, Inc. Common Stock $702396 0,56% 5232 صعود ×1
GEV GE Vernova Inc. Common Stock $695358 0,56% 2114 صعود ×1
SCHW Charles Schwab Corporation (The) Common Stock $687997 0,55% 9296 صعود ×1
BA Boeing Company (The) Common Stock $630474 0,51% 3562 صعود ×1
HD Home Depot, Inc. (The) Common Stock $599823 0,48% 1542 صعود ×1
AAPL Apple Inc. - Common Stock $574213 0,46% 2293 صعود ×1
TGT Target Corporation Common Stock $571406 0,46% 4227 صعود ×1
RRR Red Rock Resorts, Inc. - Class A Common Stock $547805 0,44% 11847 صعود ×1
CSW CSW Industrials, Inc. Common Stock $529200 0,42% 1500 صعود ×1
RVTY Revvity, Inc. Common Stock $522112 0,42% 4678 صعود ×1
OXY Occidental Petroleum Corporation Common Stock $513320 0,41% 10389 صعود ×1
VGSH Vanguard Short-Term Treasury ETF $513089 0,41% 8819 صعود ×1
RPRX Royalty Pharma plc - Class A Ordinary Shares $495404 0,40% 19420 صعود ×1
ERII Energy Recovery, Inc. - Common Stock $479279 0,38% 32604 صعود ×1
AGX Argan, Inc. Common Stock $447162 0,36% 3263 صعود ×1
MINT $424438 0,34% 4230 صعود ×1
JNPR $415470 0,33% 11094 صعود ×1
RL Ralph Lauren Corporation Common Stock $408142 0,33% 1767 صعود ×1
HSII Heidrick & Struggles International, Inc. - Common Stock $401227 0,32% 9055 صعود ×1
NFG National Fuel Gas Company Common Stock $384104 0,31% 6330 صعود ×1
LNG Cheniere Energy, Inc. Common Stock $383113 0,31% 1783 صعود ×1
NI NiSource Inc Common Stock $381311 0,31% 10373 صعود ×1
UVV Universal Corporation Common Stock $375544 0,30% 6848 صعود ×1
UGL $373920 0,30% 4000 صعود ×1
THS $367987 0,30% 10475 صعود ×1
ELAN Elanco Animal Health Incorporated Common Stock $353975 0,28% 29230 صعود ×1
HSIC Henry Schein, Inc. - Common Stock $351951 0,28% 5086 صعود ×1
DAR Darling Ingredients Inc. Common Stock $341448 0,27% 10135 صعود ×1
SNN Smith & Nephew SNATS, Inc. Common Stock $336402 0,27% 13686 صعود ×1
HP Helmerich & Payne, Inc. Common Stock $324683 0,26% 10140 صعود ×1
RGLD Royal Gold, Inc. - Common Stock $307606 0,25% 2333 صعود ×1
FLO Flowers Foods, Inc. Common Stock $297318 0,24% 14391 صعود ×1
TMV $297021 0,24% 7476 صعود ×1
FMC FMC Corporation Common Stock $240814 0,19% 4954 صعود ×1
NG $33300 0,03% 10000 صعود ×1
NGD $24800 0,02% 10000 صعود ×1
VGZ $6250 0,01% 11200 صعود ×1

أكبر الرهانات الجديدة

مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.

الأمان القيمة الأسهم % من المحفظة
WMT $4950277 54790 3,97%
KMI $4727267 172528 3,80%
CSCO $4407996 74459 3,54%
MSFT $4278462 10151 3,44%
INGR $4206310 30578 3,38%
FDX $4134988 14698 3,32%
ORCL $4132839 24801 3,32%
GLW $4048752 85201 3,25%
EVRG $3953910 64239 3,17%
DUK $3584510 33270 2,88%
BMY $3499989 61881 2,81%
TSN $3453465 60123 2,77%
VZ $3414066 85373 2,74%
DIS $3370008 30265 2,71%
KMB $3322388 25354 2,67%