BONNESS ENTERPRISES INC

CIK 1105471 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$198.9M
#6.485 dari 9.443 berdasarkan nilai 13F · top 68.7%
Posisi
37
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +16.2% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
62,23%
Bobot 25 kepemilikan teratas
91,85%
Posisi di atas 1%
29
Jumlah posisi efektif
20,8

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 0,17% Perkiraan pembelian $314.554 · penjualan $10.961.441

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 92,5% masih dipegang

Posisi baru
0
Meningkat
3
Menurun
7
Tertutup
2
Di halaman ini

Kinerja vs S&P 500

Dilacak Q4 2024–Q2 2026
+43.3%
Total imbal hasil S&P 500 (jendela yang sama)
+28.1%
Imbal hasil berlebih
+15.2%

Tahunan: +27.2% · S&P 500: +18.0%

Perkiraan portofolio beli-dan-tahan yang dibangun dari snapshot 13F SEC triwulanan. Mengecualikan kas, posisi jual, opsi/derivatif, dan sekuritas non-13(f) — mencerminkan buku ekuitas long yang diungkapkan saja, bukan total AUM dana. Keterlambatan pengajuan SEC hingga 45 hari; ini bukan waktu yang dapat disalin secara real-time.

Cakupan yang dapat dihargai: 97,9% · Opsi dikecualikan: 0,0%

Rincian sektor

Technology
34,1%
Healthcare
31,7%
Industrials
10,6%
Financials
9,0%
Communications
5,1%
Materials
2,5%
Telecommunication
2,0%
Logistics & Transportation
1,2%
Consumer products
1,2%
Consumer Staples
1,1%
Financial Services
1,1%
Energy
0,1%
Lainnya/Tidak terpetakan
0,3%

Portofolio lengkap 37 posisi

Tipe Rentetan Tren 8 kuartal
SYK Stryker Corporation Common Stock $16.702.262 8,40% 53.050 $-1.616.630 Turun ×3
AMAT Applied Materials, Inc. - Common Stock $15.744.048 7,92% 21.776 $7.275.859 Turun ×1
AAPL Apple Inc. - Common Stock $14.198.895 7,14% 49.070 $1.745.420
GLW Corning Incorporated Common Stock $13.486.704 6,78% 52.800 $4.431.102 Turun ×2
MSFT Microsoft Corporation - Common Stock $12.977.366 6,53% 34.790 $-85.933 Turun ×3
PGR Progressive Corporation (The) Common Stock $11.179.397 5,62% 51.176 $1.034.267
INTC Intel Corporation - Common Stock $11.016.807 5,54% 78.900 $6.873.000 Turun ×2
CSCO Cisco Systems, Inc. - Common Stock $10.207.274 5,13% 86.900 $2.875.019 Turun ×2
JNJ Johnson & Johnson Common Stock $9.701.654 4,88% 38.200 $364.046
MRK Merck & Company, Inc. Common Stock (new) $8.545.250 4,30% 66.500 $545.965
IBM International Business Machines Corporation Common Stock $8.014.485 4,03% 28.500 $1.106.370
ABBV AbbVie Inc. Common Stock $7.196.904 3,62% 28.600 $976.690
EMR Emerson Electric Company Common Stock $5.940.725 2,99% 41.500 $503.395
NUE Nucor Corporation Common Stock $4.945.050 2,49% 22.200 $565.360 Turun ×2
TMO Thermo Fisher Scientific Inc Common Stock $4.449.570 2,24% 8.875 $87.241
MRSH Marsh Common Stock $4.216.751 2,12% 25.300 $-171.534
PFE Pfizer, Inc. Common Stock $4.151.344 2,09% 172.398 $-667.128 Naik ×2
BMY Bristol-Myers Squibb Company Common Stock $3.128.766 1,57% 54.300 $-164.529
HPE Hewlett Packard Enterprise Company Common Stock $2.575.781 1,30% 57.100 $1.216.230
ING ING Group, N.V. Common Stock $2.573.160 1,29% 82.000 $437.060
UPS United Parcel Service, Inc. Common Stock $2.424.125 1,22% 22.550 $225.332 Naik ×1
A Agilent Technologies, Inc. Common Stock $2.377.657 1,20% 17.900 $337.415
PG Procter & Gamble Company (The) Common Stock $2.346.240 1,18% 16.000 $35.200
PHG Koninklijke Philips N.V. NY Registry Shares $2.337.579 1,18% 85.972 $-18.054
KO Coca-Cola Company (The) Common Stock $2.218.671 1,12% 27.300 $142.506
ABT Abbott Laboratories Common Stock $2.214.056 1,11% 24.400 $-291.092
NTRS Northern Trust Corporation - Common Stock $2.207.768 1,11% 12.700 $435.229
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $2.174.382 1,09% 41.480 $-114.899
VZ Verizon Communications Inc. Common Stock $2.052.643 1,03% 48.480 $-381.053
T AT&T Inc. $1.846.440 0,93% 89.200 $-739.468
GEN Gen Digital Inc. - Common Stock $1.555.625 0,78% 62.500 $585.880 Naik ×1
HPQ HP Inc. Common Stock $1.263.744 0,64% 57.600 $157.248
GE GE Aerospace Common Stock $928.345 0,47% 2.484 $223.460
GEV GE Vernova Inc. Common Stock $728.413 0,37% 620 $187.215
BRKB $675.526 0,34% 1.350 $28.606
ORCL Oracle Corporation Common Stock $407.409 0,20% 2.780 $-1.557
XOM Exxon Mobil Corporation Common Stock $150.939 0,08% 1.104 $-36.366

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
AMAT Dipangkas -3K +$7.3M
INTC Dipangkas -15K +$6.9M
GLW Dipangkas -14K +$4.4M
CSCO Dipangkas -8K +$2.9M
AAPL Hanya pergerakan harga +0 +$1.7M
SYK Dipangkas -3K -$1.6M
HPE Hanya pergerakan harga +0 +$1.2M
IBM Hanya pergerakan harga +0 +$1.1M
PGR Hanya pergerakan harga +0 +$1.0M
ABBV Hanya pergerakan harga +0 +$977K

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
ULXXXX 31 Des. 2025 73.340 $4.347.595 Tidak lagi dilacak
CVX 30 Juni 2026 1.100 $227.590 25,4%
GEV 31 Maret 2025 620 $203.937 218,2%
MICC 30 Juni 2026 12.844 $192.018 13,5%