EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
Miamisburg OH · SEC CIK 0001080382
$8.42亿2026Q2 申报市值
118持仓数
36.8%前十大占比 · 第一大 4.7%
9 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IQV 加仓+$1,092.81万
VNT 加仓+$441.05万
POOL 加仓+$356.56万
ETSY 新建仓+$347.80万
LLY 加仓+$284.77万
2026Q2 卖出最多 按季末市值估算
KVUE 减仓-$2,557.20万
GTX 减仓-$2,016.91万
TRIPADVISOR INC 清仓-$598.50万
PII 减仓-$445.60万
KMX 减仓-$320.43万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| VNT | VONTIER CORPORATION | $1,835.60万 | 2.18% | 632,962 | 152,086 | 31.6% | $441.05万 | 加仓 |
| GOOGL | ALPHABET INC | $1,840.20万 | 2.19% | 51,493 | -600 | -1.2% | -$21.44万 | 减仓 |
| SLB | SLB LIMITED | $1,844.00万 | 2.19% | 396,634 | -67,853 | -14.6% | -$315.46万 | 减仓 |
| PII | POLARIS INC | $1,947.00万 | 2.31% | 284,485 | -65,109 | -18.6% | -$445.60万 | 减仓 |
| KMX | CARMAX INC | $2,043.10万 | 2.43% | 386,294 | -60,584 | -13.6% | -$320.43万 | 减仓 |
| L | LOEWS CORP | $2,074.60万 | 2.46% | 183,253 | -1,339 | -0.7% | -$15.16万 | 减仓 |
| GTX | GARRETT MOTION INC | $2,140.50万 | 2.54% | 590,802 | -556,690 | -48.5% | -$2,016.91万 | 减仓 |
| CNH | CNH INDL N V | $2,260.30万 | 2.69% | 2,012,702 | -3,854 | -0.2% | -$4.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,366.00万 | 2.81% | 63,428 | -514 | -0.8% | -$19.17万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2,556.70万 | 3.04% | 132,319 | 56,557 | 74.7% | $1,092.81万 | 加仓 |
| GNTX | GENTEX CORP | $2,559.10万 | 3.04% | 1,012,719 | -14,781 | -1.4% | -$37.35万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,559.80万 | 3.04% | 297,344 | -2,746 | -0.9% | -$23.64万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $2,587.40万 | 3.07% | 970,867 | -6,365 | -0.7% | -$16.96万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,627.10万 | 3.12% | 335,820 | 5,126 | 1.6% | $40.10万 | 加仓 |
| DIS | DISNEY WALT CO | $2,633.80万 | 3.13% | 273,643 | -2,796 | -1.0% | -$26.91万 | 减仓 |
| POOL | POOL CORP | $2,637.30万 | 3.13% | 122,722 | 16,592 | 15.6% | $356.56万 | 加仓 |
| CROX | CROCS INC | $2,722.20万 | 3.23% | 225,646 | -8,139 | -3.5% | -$98.19万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3,092.10万 | 3.67% | 1,259,515 | 10,313 | 0.8% | $25.32万 | 加仓 |
| ETSY | ETSY INC | $3,125.40万 | 3.71% | 414,900 | -5,194 | -1.2% | -$39.13万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,127.40万 | 3.72% | 394,776 | 425 | 0.1% | $3.37万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,251.30万 | 3.86% | 752,956 | -17,030 | -2.2% | -$73.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,797.30万 | 4.51% | 75,887 | -509 | -0.7% | -$25.47万 | 减仓 |
| BN | BROOKFIELD CORP | $3,950.00万 | 4.69% | 927,451 | -13,678 | -1.5% | -$58.25万 | 减仓 |