ASO GROUP Ltd

CIK 2108771 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$237K
13F 가치 기준 8,643개 중 #8,554위 · 상위 99.0%
포지션
56
기준일
2026년 3월 31일 Q1 2026 기준 데이터

포트폴리오 가치 분기별: -7.3% 13F는 현금을 공개하지 않습니다

상위 10개 보유 비중
73.52%
상위 25개 보유 비중
90.40%
1% 초과 포지션
20
유효 포지션 수
10.1

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

회전율 Q2 2026: 0.43% 추정 매수 $1,023 · 매도 $22,203

신규 포지션
1
증가함
2
감소
1
종료
1
이 페이지에서

섹터별 비중

Communication Services
13.9%
Health Care
12.8%
Industrials
11.7%
Financial Services
4.3%
Consumer Staples
3.4%
Financials
1.6%
Technology
1.2%
Energy
0.7%
Utilities
0.3%
Telecommunication
0.2%
Consumer Discretionary
0.1%
기타/미분류
49.8%

전체 포트폴리오 56 포지션

유형 연속 8분기 추세
BRKA $47,178 20.00% 63 $1,935
VOO $41,888 17.76% 60,989 $5,444
GOOGL Alphabet Inc. - Class A Common Stock $26,366 11.18% 73,779 $-10,319 하락 ×1
BRKB $21,551 9.14% 43,069 $1,268 상승 ×2
MMM 3M Company Common Stock $8,606 3.65% 53,150 $887
GOOG Alphabet Inc. - Class C Capital Stock $6,222 2.64% 17,609 $1,171
BN Brookfield Corporation Class A Limited Voting Shares $5,773 2.45% 135,543 $288
ZTS Zoetis Inc. Class A Common Stock $5,615 2.38% 78,136 $-2,882 상승 ×1
RAL Ralliant Corporation Common Stock $5,380 2.28% 73,074 $2,341
SOLV Solventum Corporation Common Stock $4,831 2.05% 62,623 $742
JNJ Johnson & Johnson Common Stock $3,749 1.59% 14,760 $141
VNT Vontier Corporation Common Stock $3,424 1.45% 118,066 $-764
LMT Lockheed Martin Corporation Common Stock $3,376 1.43% 6,626 $-629
MDT Medtronic plc. Ordinary Shares $3,279 1.39% 41,914 $-353
USB U.S. Bancorp Common Stock $3,041 1.29% 50,354 $422
KHC The Kraft Heinz Company - Common Stock $2,822 1.20% 119,474 $135
VIG $2,811 1.19% 11,880 $256
FTV Fortive Corporation Common Stock $2,566 1.09% 42,002 $244
BDX Becton, Dickinson and Company Common Stock $2,472 1.05% 16,336 $-97
VHT $2,454 1.04% 8,206 $219
CI The Cigna Group Common Stock $2,294 0.97% 8,322 $74
BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) $2,089 0.89% 25,349 $331
PM Philip Morris International Inc Common Stock $2,041 0.87% 11,284 $175
J Jacobs Solutions Inc. Common Stock $1,775 0.75% 14,085 $-18
V Visa Inc. $1,636 0.69% 4,767 $195
GILD Gilead Sciences, Inc. - Common Stock $1,372 0.58% 10,860 $-142
VRSN VeriSign, Inc. - Common Stock $1,326 0.56% 5,271 $17
SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) $1,232 0.52% 15,890 $-246
BTI British American Tobacco Industries, p.l.c. Common Stock ADR $1,168 0.50% 18,908 $62
NDAQ Nasdaq, Inc. - Common Stock $1,167 0.49% 14,808 $-90
TRMB Trimble Inc. - Common Stock $1,070 0.45% 20,905 $-294
MSFT Microsoft Corporation - Common Stock $1,036 0.44% 2,776 $8
DVA DaVita Inc. Common Stock $955 0.40% 4,291 $296
ICLR ICON plc - Ordinary Shares $952 0.40% 5,482 $345
SPGI S&P Global Inc. Common Stock $936 0.40% 2,299 $-42
A Agilent Technologies, Inc. Common Stock $891 0.38% 6,709 $126
BMY Bristol-Myers Squibb Company Common Stock $871 0.37% 15,116 $-46
VWO $858 0.36% 14,366 $82
CVS CVS Health Corporation Common Stock $828 0.35% 8,000 $253
WAT Waters Corporation Common Stock $717 0.30% 1,913 $147
BIP Brookfield Infrastructure Partners LP Limited Partnership Units $696 0.30% 19,081 $7
AME AMETEK, Inc. $680 0.29% 2,811 $77
ELV Elevance Health, Inc. Common Stock $676 0.29% 1,748 $164
WTW Willis Towers Watson Public Limited Company - Ordinary Shares $645 0.27% 2,469 $-73
VEEV Veeva Systems Inc. Class A Common Stock $638 0.27% 3,594 $7
JKHY Jack Henry & Associates, Inc. - Common Stock $534 0.23% 3,876 $-79
CRM Salesforce, Inc. Common Stock $521 0.22% 3,326 $-100
OXY Occidental Petroleum Corporation Common Stock $518 0.22% 10,663 $-175
ASHR $481 0.20% 13,121 $53
ST Sensata Technologies Holding plc Ordinary Shares $431 0.18% 9,032 $113
AMTM Amentum Holdings, Inc. Common Stock $366 0.16% 17,724 $-96
VZ Verizon Communications Inc. Common Stock $345 0.15% 8,145 $-64
VTWO Vanguard Russell 2000 ETF $251 0.11% 2,066 $44
FWONK Liberty Media Corporation - Series C Liberty Formula One Common Stock $202 0.09% 2,126
LVS Las Vegas Sands Corp. Common Stock $200 0.08% 4,333 $-33
LUMN Lumen Technologies, Inc. Common Stock $77 0.03% 10,000 $7

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
FWONK $202 2,126 0.09%

상위 변동 (분기별)

증권 거래 주식 Δ 가치 Δ
GOOGL 축소함 -54K -$10K
VOO 가격 변동만 +0 +$5K
ZTS 추가 매수 +6K -$3K
RAL 가격 변동만 +0 +$2K
BRKA 가격 변동만 +0 +$2K
BRKB 추가 매수 +743 +$1K
GOOG 가격 변동만 +0 +$1K
MMM 가격 변동만 +0 +$887
VNT 가격 변동만 +0 -$764
SOLV 가격 변동만 +0 +$742

청산 포지션

기업 이벤트(합병, 상장 폐지) 포함 — 모든 이탈이 매도는 아님

청산된 포지션은 13F 보고 변경 사항을 반영합니다. 인덱스 관리자의 경우 이러한 변경은 능동적인 결정이 아닌 기계적인(상장 폐지, M&A, 인덱스 리밸런싱) 경우가 많습니다.

증권분기 이전 주식 수 이전 가치 매도 후 가격 변동
XOM 2026년 6월 30일 17,561 $2,979 22.8%
FWONK 2026년 3월 31일 2,126 $209 21.4%