SAYBROOK CAPITAL /NC
SAG HARBOR NY · SEC CIK 0001044924
$3.71亿2026Q1 申报市值
42持仓数
74.3%前十大占比 · 第一大 13.4%
1 / 1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
MSFT 加仓+$27.58万
MA 加仓+$25.73万
AMZN 新建仓+$24.68万
V 加仓+$21.91万
NKE 加仓+$21.37万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$163.37万
DE 减仓-$112.66万
GOOGL 减仓-$90.70万
FDS 减仓-$67.44万
NSC 减仓-$45.98万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Cl B | $4,977.11万 | 13.40% | 103,863 | 84 | 0.1% | $4.03万 | 加仓 |
| GOOG | Google Inc Cl C | $4,873.46万 | 13.12% | 169,890 | -5,695 | -3.2% | -$163.37万 | 减仓 |
| GOOGL | Google Inc. Cl A | $4,486.11万 | 12.08% | 156,006 | -3,154 | -2.0% | -$90.70万 | 减仓 |
| AAPL | Apple Inc. | $3,775.79万 | 10.17% | 148,776 | -1,513 | -1.0% | -$38.40万 | 减仓 |
| V | Visa Inc | $1,924.30万 | 5.18% | 63,668 | 725 | 1.2% | $21.91万 | 加仓 |
| SHW | Sherwin-Williams Company | $1,810.86万 | 4.88% | 56,492 | 204 | 0.4% | $6.54万 | 加仓 |
| RTX | Raytheon Technologies Com | $1,603.52万 | 4.32% | 83,127 | -1,103 | -1.3% | -$21.28万 | 减仓 |
| BRK/A | Berkshire Hathaway Inc Cl A | $1,579.91万 | 4.25% | 22 | 0 | 0.0% | — | 不变 |
| ADP | Automatic Data Processing | $1,421.84万 | 3.83% | 69,979 | -1,005 | -1.4% | -$20.42万 | 减仓 |
| — | Honeywell International Inc | $1,142.13万 | 3.08% | 50,530 | -124 | -0.2% | -$2.80万 | 减仓 |
| FDS | Factset Research Sys | $1,048.05万 | 2.82% | 48,299 | -3,108 | -6.0% | -$67.44万 | 减仓 |
| NKE | Nike Corp | $1,041.02万 | 2.80% | 197,087 | 4,045 | 2.1% | $21.37万 | 加仓 |
| MDLZ | Mondelez Intl Inc Cl A | $968.64万 | 2.61% | 168,050 | 300 | 0.2% | $1.73万 | 加仓 |
| NSC | Norfolk Southern Corp. | $966.93万 | 2.60% | 33,691 | -1,602 | -4.5% | -$45.98万 | 减仓 |
| MA | Mastercard | $814.95万 | 2.19% | 16,310 | 515 | 3.3% | $25.73万 | 加仓 |
| NSRGY | Nestle Sa | $762.12万 | 2.05% | 76,904 | -93 | -0.1% | -$9,216 | 减仓 |
| KVUE | Kenvue Inc Com | $649.81万 | 1.75% | 376,920 | -9,768 | -2.5% | -$16.84万 | 减仓 |
| MSFT | Microsoft Corp | $592.65万 | 1.60% | 16,010 | 745 | 4.9% | $27.58万 | 加仓 |
| UNP | Union Pacific | $499.64万 | 1.35% | 20,594 | 15 | 0.1% | $3,639 | 加仓 |
| PEP | Pepsico Inc. | $390.78万 | 1.05% | 25,165 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $246.08万 | 0.66% | 10,067 | 0 | 0.0% | — | 不变 |
| DE | Deere & Company | $208.42万 | 0.56% | 3,700 | -2,000 | -35.1% | -$112.66万 | 减仓 |
| PG | Procter And Gamble Co | $194.17万 | 0.52% | 13,443 | 0 | 0.0% | — | 不变 |
| IBTA | Ibotta Inc CL A | $180.59万 | 0.49% | 60,258 | 0 | 0.0% | — | 不变 |
| CAT | Caterpillar Inc. | $141.69万 | 0.38% | 2,000 | 0 | 0.0% | — | 不变 |
| AXP | American Express | $108.89万 | 0.29% | 3,600 | 0 | 0.0% | — | 不变 |
| KO | Coca-Cola | $102.21万 | 0.28% | 13,440 | 0 | 0.0% | — | 不变 |
| DCOM | Dime Cmnty Bancshares Com | $90.31万 | 0.24% | 26,702 | -500 | -1.8% | -$1.69万 | 减仓 |
| HKHHF | Heineken Holding | $72.80万 | 0.20% | 10,300 | 0 | 0.0% | — | 不变 |
| DIS | Disney Walt Co | $71.32万 | 0.19% | 7,400 | 0 | 0.0% | — | 不变 |
| — | Laboratory Amer Hldgs Com New | $66.70万 | 0.18% | 2,500 | 0 | 0.0% | — | 不变 |
| — | Network-1 Technologies Com | $47.53万 | 0.13% | 330,043 | 0 | 0.0% | — | 不变 |
| PFE | Pfizer Inc. | $40.72万 | 0.11% | 14,500 | 0 | 0.0% | — | 不变 |
| MKL | Markel Group Inc Com | $38.28万 | 0.10% | 200 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil Corp | $33.85万 | 0.09% | 1,995 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $29.60万 | 0.08% | 900 | 0 | 0.0% | — | 不变 |
| WMT | Wal Mart Stores Inc. | $28.27万 | 0.08% | 2,275 | 0 | 0.0% | — | 不变 |
| MCO | Moodys Corp Com | $28.05万 | 0.08% | 643 | 0 | 0.0% | — | 不变 |
| APH | Amphenol Corp New Cl A | $27.85万 | 0.07% | 2,204 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corp | $25.65万 | 0.07% | 1,237 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com | $24.68万 | 0.07% | 1,185 | 1,185 | — | $24.68万 | 新建仓 |
| SOLS | Solstice Advanced Matl Com Shs | $0 | 0.00% | 0 | -7,476 | -100.0% | -$36.32万 | 清仓 |
| — | Onelink Corporation | $0 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |