BECK MACK & OLIVER LLC
NEW YORK NY · SEC CIK 0000010742
$48.49亿2026Q1 申报市值
195持仓数
46.0%前十大占比 · 第一大 6.4%
13 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$2.20亿
AJG 加仓+$3,974.39万
CSGP 加仓+$2,832.21万
ALC 加仓+$1,371.97万
BX 加仓+$1,260.91万
2026Q1 卖出最多 按季末市值估算
ASHTEAD GROUP PL 清仓-$2.38亿
ROP 减仓-$2,404.24万
OWL 减仓-$2,296.57万
GOOG 减仓-$2,234.18万
WARNER BROS DISC 减仓-$1,817.03万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SLB | SLB LIMITED | $148.00万 | 0.03% | 28,800 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS S&P 500 ETF | $138.57万 | 0.03% | 2,319 | -200 | -7.9% | -$11.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC. | $137.71万 | 0.03% | 14,827 | -1 | -0.0% | -$93 | 减仓 |
| FAST | FASTENAL CO | $132.89万 | 0.03% | 28,640 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SERVICE ENTERPRISE GR | $132.76万 | 0.03% | 16,400 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $124.69万 | 0.03% | 18,896 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES COR | $121.08万 | 0.02% | 15,120 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $120.41万 | 0.02% | 12,947 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $116.94万 | 0.02% | 2,044 | -20 | -1.0% | -$1.14万 | 减仓 |
| D | DOMINION ENERGY | $115.56万 | 0.02% | 18,693 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP COM | $110.47万 | 0.02% | 5,309 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP | $103.13万 | 0.02% | 1,219 | 947 | 348.2% | $80.12万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $97.75万 | 0.02% | 1,503 | -2 | -0.1% | -$1,301 | 减仓 |
| TMO | THERMO FISHER SCIENTIF COM | $95.60万 | 0.02% | 1,945 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $91.40万 | 0.02% | 7,705 | -16,489 | -68.2% | -$195.61万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $89.96万 | 0.02% | 40,000 | 10,000 | 33.3% | $22.49万 | 加仓 |
| MS | MORGAN STANLEY | $82.28万 | 0.02% | 5,000 | -1,125 | -18.4% | -$18.51万 | 减仓 |
| MTD | METTLER TOLEDO INT'L | $80.72万 | 0.02% | 640 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP NEW COM | $80.10万 | 0.02% | 3,242 | 3,242 | — | $80.10万 | 新建仓 |
| GDXJ | VANECK VECTORS ETF TR JR GOLD | $73.22万 | 0.02% | 6,100 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $70.84万 | 0.01% | 4,900 | 0 | 0.0% | — | 不变 |
| BELFB | BEL FUSE INC CL B | $69.29万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP CL A | $65.22万 | 0.01% | 22,717 | -8,002 | -26.0% | -$22.97万 | 减仓 |
| — | PERMANENT PORTFOLIO FD PERM PO | $63.56万 | 0.01% | 8,106 | 8,106 | — | $63.56万 | 新建仓 |
| — | GROWTH FD AMER CL A | $60.43万 | 0.01% | 8,170 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORP COM | $58.53万 | 0.01% | 10,394 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES COR COM | $58.21万 | 0.01% | 20,700 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $55.37万 | 0.01% | 6,496 | 6,496 | — | $55.37万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO COM | $54.30万 | 0.01% | 11,987 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $52.85万 | 0.01% | 5,737 | 1,737 | 43.4% | $16.00万 | 加仓 |
| RNR | RENAISSANCE RE HLDGS | $50.53万 | 0.01% | 1,700 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $50.03万 | 0.01% | 1,157 | 1,157 | — | $50.03万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $49.72万 | 0.01% | 1,193 | 0 | 0.0% | — | 不变 |
| VFIAX | VANGUARD INDEX FDS 500INDEX AD | $48.12万 | 0.01% | 799 | 12 | 1.5% | $7,227 | 加仓 |
| COP | CONOCOPHILLIPS COM | $47.26万 | 0.01% | 3,580 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL COM | $47.06万 | 0.01% | 2,048 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $46.48万 | 0.01% | 2,548 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES COM | $44.94万 | 0.01% | 9,135 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $44.39万 | 0.01% | 7,955 | -33,300 | -80.7% | -$185.81万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $44.33万 | 0.01% | 3,500 | -1,500 | -30.0% | -$19.00万 | 减仓 |
| KLAC | KLA-TENCOR CORP COM | $44.03万 | 0.01% | 299 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC CL A | $43.83万 | 0.01% | 16,534 | -4,386 | -21.0% | -$11.63万 | 减仓 |
| ALL | ALLSTATE CORP COM | $43.75万 | 0.01% | 2,110 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $43.63万 | 0.01% | 4,527 | 87 | 2.0% | $8,385 | 加仓 |
| IBM | INTL. BUSINESS MACHINES | $41.22万 | 0.01% | 1,701 | 1 | 0.1% | $242 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL FRMULA | $39.89万 | 0.01% | 5,109 | 0 | 0.0% | — | 不变 |
| CBRE | CBRE GROUP INC CL A | $39.64万 | 0.01% | 2,926 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC COM | $39.33万 | 0.01% | 700 | -180 | -20.5% | -$10.11万 | 减仓 |
| DHR | DANAHER CORP DEL | $37.83万 | 0.01% | 1,995 | -6,337 | -76.1% | -$120.15万 | 减仓 |
| MCD | MCDONALDS CORP COM | $37.45万 | 0.01% | 1,205 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVID ET | $36.24万 | 0.01% | 2,483 | 0 | 0.0% | — | 不变 |
| — | JPMORGAN CHASE AND CO 6 DEP NC | $35.51万 | 0.01% | 14,312 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $35.32万 | 0.01% | 4,582 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $35.08万 | 0.01% | 20,879 | -90 | -0.4% | -$1,512 | 减仓 |
| LGND | LIGAND PHARM. CLB (RESTRICTED) | $33.82万 | 0.01% | 1,694 | 1,694 | — | $33.82万 | 新建仓 |
| TSLA | TESLA INC COM | $33.46万 | 0.01% | 900 | -100 | -10.0% | -$3.72万 | 减仓 |
| SO | SOUTHERN CO COM | $32.82万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC COM | $32.54万 | 0.01% | 765 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO COM | $31.21万 | 0.01% | 2,611 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS & CHEMICALS INC | $30.94万 | 0.01% | 1,065 | 1,065 | — | $30.94万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL FRMULA | $30.64万 | 0.01% | 3,604 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO NEW | $29.31万 | 0.01% | 3,682 | 0 | 0.0% | — | 不变 |
| CET | CENTRAL SECS CORP | $29.11万 | 0.01% | 5,862 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCE BERNSTEIN HOLDING L.P | $28.67万 | 0.01% | 7,658 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED COM | $28.62万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| J | JACOBS ENGR GROUP INC COM | $28.41万 | 0.01% | 2,232 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINANCIAL CP | $28.40万 | 0.01% | 4,091 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR US MID-CAP | $28.38万 | 0.01% | 9,167 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $28.21万 | 0.01% | 835 | 2 | 0.2% | $676 | 加仓 |
| CMI | CUMMINS INC COM | $27.98万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR US LCAP VA | $27.86万 | 0.01% | 9,134 | 0 | 0.0% | — | 不变 |
| YUM | YUM! BRANDS INC. | $27.36万 | 0.01% | 1,760 | 0 | 0.0% | — | 不变 |
| ASML | ASML HOLDING N V NY REG SHS | $26.28万 | 0.01% | 199 | 199 | — | $26.28万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC S COM NEW | $26.17万 | 0.01% | 3,712 | 3,712 | — | $26.17万 | 新建仓 |
| ZTS | ZOETIS INC CL A | $26.07万 | 0.01% | 2,205 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC | $25.18万 | 0.01% | 1,270 | -176 | -12.2% | -$3.49万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $23.78万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC | $23.45万 | 0.00% | 801 | -142 | -15.1% | -$4.16万 | 减仓 |
| HYG | ISHARES TR IBOXX HI YD ETF | $22.27万 | 0.00% | 2,799 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $22.10万 | 0.00% | 5,008 | -1,000 | -16.6% | -$4.41万 | 减仓 |
| AMGN | AMGEN INC COM | $21.96万 | 0.00% | 624 | -4,438 | -87.7% | -$156.15万 | 减仓 |
| VB | VANGUARD SMALL-CAP VIPERS | $21.74万 | 0.00% | 830 | -100 | -10.8% | -$2.62万 | 减仓 |
| — | ONEX COPR SUB VTG (ONEXF) | $21.37万 | 0.00% | 2,935 | 400 | 15.8% | $2.91万 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $20.29万 | 0.00% | 6,050 | 6,050 | — | $20.29万 | 新建仓 |
| — | WESDOME GOLD MINES LTD COM | $19.42万 | 0.00% | 10,900 | 0 | 0.0% | — | 不变 |
| GSM | FERROGLOBE PLC SHS | $16.64万 | 0.00% | 40,400 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP COM | $15.20万 | 0.00% | 100,000 | 100,000 | — | $15.20万 | 新建仓 |
| VTRS | VIATRIS INC COM | $14.41万 | 0.00% | 10,667 | 0 | 0.0% | — | 不变 |
| — | BODYCOTE PLC COM | $13.91万 | 0.00% | 17,000 | 0 | 0.0% | — | 不变 |
| — | SAN JUAN BASIN RTUBI | $7.49万 | 0.00% | 15,580 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $7.09万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| — | VERRICA PHARMACEUTICALS INC | $6.35万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD COM | $5.88万 | 0.00% | 18,150 | 0 | 0.0% | — | 不变 |
| — | ASHTEAD GROUP PLC SHS | $0 | 0.00% | 0 | -3,482,242 | -100.0% | -$2.38亿 | 清仓 |
| — | MERCHANTS BANCORP IND 6 FXD P | $0 | 0.00% | 0 | -99,359 | -100.0% | -$182.52万 | 清仓 |
| CVS | CVS HEALTH CORP COM | $0 | 0.00% | 0 | -21,248 | -100.0% | -$168.63万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -17,941 | -100.0% | -$144.44万 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -4,117 | -100.0% | -$80.24万 | 清仓 |
| SRE | SEMPRA ENERGY | $0 | 0.00% | 0 | -4,551 | -100.0% | -$40.18万 | 清仓 |
| — | SOUND SHORE FD INC INV CL | $0 | 0.00% | 0 | -9,088 | -100.0% | -$36.32万 | 清仓 |