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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $3,950.00万 | 4.69% | 927,451 | -13,678 | -1.5% | -$58.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,797.30万 | 4.51% | 75,887 | -509 | -0.7% | -$25.47万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $3,251.30万 | 3.86% | 752,956 | -17,030 | -2.2% | -$73.54万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,127.40万 | 3.72% | 394,776 | 425 | 0.1% | $3.37万 | 加仓 |
| ETSY | ETSY INC | $3,125.40万 | 3.71% | 414,900 | -5,194 | -1.2% | -$39.13万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3,092.10万 | 3.67% | 1,259,515 | 10,313 | 0.8% | $25.32万 | 加仓 |
| CROX | CROCS INC | $2,722.20万 | 3.23% | 225,646 | -8,139 | -3.5% | -$98.19万 | 减仓 |
| POOL | POOL CORP | $2,637.30万 | 3.13% | 122,722 | 16,592 | 15.6% | $356.56万 | 加仓 |
| DIS | DISNEY WALT CO | $2,633.80万 | 3.13% | 273,643 | -2,796 | -1.0% | -$26.91万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,627.10万 | 3.12% | 335,820 | 5,126 | 1.6% | $40.10万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $2,587.40万 | 3.07% | 970,867 | -6,365 | -0.7% | -$16.96万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,559.80万 | 3.04% | 297,344 | -2,746 | -0.9% | -$23.64万 | 减仓 |
| GNTX | GENTEX CORP | $2,559.10万 | 3.04% | 1,012,719 | -14,781 | -1.4% | -$37.35万 | 减仓 |
| IQV | IQVIA HLDGS INC | $2,556.70万 | 3.04% | 132,319 | 56,557 | 74.7% | $1,092.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,366.00万 | 2.81% | 63,428 | -514 | -0.8% | -$19.17万 | 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 |
| GTX | GARRETT MOTION INC | $2,140.50万 | 2.54% | 590,802 | -556,690 | -48.5% | -$2,016.91万 | 减仓 |
| L | LOEWS CORP | $2,074.60万 | 2.46% | 183,253 | -1,339 | -0.7% | -$15.16万 | 减仓 |
| KMX | CARMAX INC | $2,043.10万 | 2.43% | 386,294 | -60,584 | -13.6% | -$320.43万 | 减仓 |
| PII | POLARIS INC | $1,947.00万 | 2.31% | 284,485 | -65,109 | -18.6% | -$445.60万 | 减仓 |
| SLB | SLB LIMITED | $1,844.00万 | 2.19% | 396,634 | -67,853 | -14.6% | -$315.46万 | 减仓 |
| GOOGL | ALPHABET INC | $1,840.20万 | 2.19% | 51,493 | -600 | -1.2% | -$21.44万 | 减仓 |
| VNT | VONTIER CORPORATION | $1,835.60万 | 2.18% | 632,962 | 152,086 | 31.6% | $441.05万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,633.80万 | 1.94% | 197,704 | 761 | 0.4% | $6.29万 | 加仓 |
| INTU | INTUIT | $1,626.90万 | 1.93% | 62,334 | 524 | 0.8% | $13.68万 | 加仓 |
| NEU | NEWMARKET CORP | $1,592.30万 | 1.89% | 20,124 | -278 | -1.4% | -$22.00万 | 减仓 |
| CNX | CNX RES CORP | $1,379.50万 | 1.64% | 406,570 | -1,892 | -0.5% | -$6.42万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $1,297.10万 | 1.54% | 114,292 | 2,809 | 2.5% | $31.88万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $1,295.00万 | 1.54% | 25,419 | 211 | 0.8% | $10.75万 | 加仓 |
| FISV | FISERV INC | $1,170.70万 | 1.39% | 238,684 | -5 | -0.0% | -$245 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,161.60万 | 1.38% | 145,158 | -1,394 | -1.0% | -$11.16万 | 减仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,139.80万 | 1.35% | 117,500 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $648.30万 | 0.77% | 123,703 | -456 | -0.4% | -$2.39万 | 减仓 |
| CAKE | CHEESECAKE FACTORY INC | $636.30万 | 0.76% | 5,000,000 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $634.90万 | 0.75% | 61,068 | 2,293 | 3.9% | $23.84万 | 加仓 |
| LYFT | LYFT INC | $628.20万 | 0.75% | 6,000,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $576.00万 | 0.68% | 6,000,000 | 0 | 0.0% | — | 不变 |
| — | BENTLEY SYS INC | $575.30万 | 0.68% | 6,000,000 | 0 | 0.0% | — | 不变 |
| — | WINNEBAGO INDS INC | $556.50万 | 0.66% | 6,000,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL PMTS INC | $538.50万 | 0.64% | 6,000,000 | 0 | 0.0% | — | 不变 |
| SPB | SPECTRUM BRANDS INC | $519.90万 | 0.62% | 5,000,000 | 0 | 0.0% | — | 不变 |
| — | HAEMONETICS CORP MASS | $505.40万 | 0.60% | 5,000,000 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $423.10万 | 0.50% | 23,123 | 142 | 0.6% | $2.60万 | 加仓 |
| ETSY | ETSY INC | $365.20万 | 0.43% | 4,000,000 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $347.80万 | 0.41% | 3,000,000 | 3,000,000 | — | $347.80万 | 新建仓 |
| LLY | ELI LILLY & CO | $313.80万 | 0.37% | 2,616 | 2,374 | 981.0% | $284.77万 | 加仓 |
| SMOT | VANECK ETF TRUST | $310.40万 | 0.37% | 79,886 | -1,572 | -1.9% | -$6.11万 | 减仓 |
| — | PATRICK INDS INC | $295.50万 | 0.35% | 2,000,000 | 0 | 0.0% | — | 不变 |
| SFBS | SERVISFIRST BANCSHARES INC | $285.80万 | 0.34% | 32,950 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $236.10万 | 0.28% | 8,160 | 92 | 1.1% | $2.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $200.20万 | 0.24% | 7,884 | 555 | 7.6% | $14.09万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $154.20万 | 0.18% | 42,834 | -410 | -0.9% | -$1.48万 | 减仓 |
| AMGN | AMGEN INC | $134.30万 | 0.16% | 3,709 | -1 | -0.0% | -$362 | 减仓 |
| NVDA | NVIDIA CORPORATION | $132.40万 | 0.16% | 6,615 | -114 | -1.7% | -$2.28万 | 减仓 |
| CVX | CHEVRON CORPORATION | $119.70万 | 0.14% | 7,221 | -49 | -0.7% | -$8,123 | 减仓 |
| — | EXXON MOBIL CORP | $118.70万 | 0.14% | 8,685 | -17 | -0.2% | -$2,323 | 减仓 |
| MRK | MERCK & CO INC | $111.00万 | 0.13% | 8,638 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $110.30万 | 0.13% | 1,035 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $107.40万 | 0.13% | 3,282 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $105.10万 | 0.12% | 7,169 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $98.30万 | 0.12% | 2,601 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $89.00万 | 0.11% | 7,579 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $87.70万 | 0.10% | 4,996 | -2 | -0.0% | -$351 | 减仓 |
| EL | LAUDER ESTEE COS INC | $85.80万 | 0.10% | 10,864 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $82.60万 | 0.10% | 6,912 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $79.30万 | 0.09% | 3,870 | 35 | 0.9% | $7,172 | 加仓 |
| HD | HOME DEPOT INC | $77.80万 | 0.09% | 2,205 | 16 | 0.7% | $5,645 | 加仓 |
| TXN | TEXAS INSTRS INC | $73.90万 | 0.09% | 2,480 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $72.70万 | 0.09% | 619 | 31 | 5.3% | $3.64万 | 加仓 |
| PEP | PEPSICO INC | $69.60万 | 0.08% | 5,137 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $64.50万 | 0.08% | 1,017 | 52 | 5.4% | $3.30万 | 加仓 |
| ZTS | ZOETIS INC | $64.00万 | 0.08% | 8,907 | 6,510 | 271.6% | $46.78万 | 加仓 |
| FTV | FORTIVE CORP | $60.30万 | 0.07% | 9,870 | -838 | -7.8% | -$5.12万 | 减仓 |
| INTC | INTEL CORP | $57.90万 | 0.07% | 4,146 | 4,146 | — | $57.90万 | 新建仓 |
| AMZN | AMAZON COM INC | $56.80万 | 0.07% | 2,382 | 6 | 0.3% | $1,431 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $55.40万 | 0.07% | 15,673 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $54.20万 | 0.06% | 3,876 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $52.60万 | 0.06% | 2,432 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $51.60万 | 0.06% | 701 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $49.90万 | 0.06% | 666 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $49.30万 | 0.06% | 1,186 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $45.00万 | 0.05% | 1,203 | 125 | 11.6% | $4.68万 | 加仓 |
| WM | WASTE MGMT INC DEL | $44.20万 | 0.05% | 1,984 | 3 | 0.2% | $668 | 加仓 |
| WMT | WALMART INC | $44.00万 | 0.05% | 3,885 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $44.00万 | 0.05% | 1,616 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $43.70万 | 0.05% | 7,243 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $42.60万 | 0.05% | 4,645 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $40.40万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $38.50万 | 0.05% | 1,530 | 530 | 53.0% | $13.34万 | 加仓 |
| KVUE | KENVUE INC | $38.10万 | 0.05% | 19,953 | -1,339,210 | -98.5% | -$2,557.20万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $38.00万 | 0.05% | 2,100 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $37.40万 | 0.04% | 1,385 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $35.80万 | 0.04% | 1,403 | 1,403 | — | $35.80万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $35.30万 | 0.04% | 1,854 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $34.20万 | 0.04% | 1,011 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $33.50万 | 0.04% | 1,604 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $31.00万 | 0.04% | 2,120 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $30.50万 | 0.04% | 726 | 15 | 2.1% | $6,302 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $30.40万 | 0.04% | 5,665 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $30.30万 | 0.04% | 1,595 | 0 | 0.0% | — | 不变 |