Keene & Associates, Inc.

CIK 1907874 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$124.5M
#7934 trên 9443 theo giá trị 13F · top 84.0%
Các vị thế
76
Tính đến
Ngày 31 tháng 12 năm 2024 Dữ liệu tính đến Q4 2024
Tỷ trọng 10 khoản nắm giữ hàng đầu
34,07%
Tỷ trọng 25 khoản nắm giữ hàng đầu
71,68%
Các vị thế trên 1%
33
Số lượng vị thế hiệu dụng
42,0

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
76
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

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%
Khác/Chưa xác định
5,8%

Danh mục đầy đủ 76 các vị thế

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Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
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%