EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
Miamisburg OH · SEC CIK 0001080382
$8.45亿2026Q1 申报市值
113持仓数
36.6%前十大占比 · 第一大 4.5%
8 / 8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
INTU 加仓+$2,652.01万
POOL 新建仓+$2,147.30万
CROX 新建仓+$1,940.90万
MKTX 新建仓+$1,839.20万
PYPL 加仓+$1,245.92万
2026Q1 卖出最多 按季末市值估算
WARNER BROS DISC 清仓-$4,810.80万
GTX 减仓-$2,963.16万
JNJ 减仓-$1,876.41万
FTV 减仓-$1,309.99万
SLB 减仓-$985.24万
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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $3,808.70万 | 4.51% | 941,129 | -689 | -0.1% | -$2.79万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,660.90万 | 4.33% | 76,396 | 554 | 0.7% | $26.55万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3,586.50万 | 4.24% | 1,249,202 | 152,768 | 13.9% | $438.60万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,482.60万 | 4.12% | 769,986 | 275,466 | 55.7% | $1,245.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,865.50万 | 3.39% | 330,694 | 2,469 | 0.8% | $21.39万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2,861.00万 | 3.39% | 394,351 | -27,499 | -6.5% | -$199.50万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,713.40万 | 3.21% | 300,090 | 26,615 | 9.7% | $240.65万 | 加仓 |
| INTU | INTUIT | $2,672.50万 | 3.16% | 61,810 | 61,336 | 12,940.1% | $2,652.01万 | 加仓 |
| DIS | DISNEY WALT CO | $2,664.30万 | 3.15% | 276,439 | 2,249 | 0.8% | $21.68万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $2,583.80万 | 3.06% | 977,232 | 111,771 | 12.9% | $295.52万 | 加仓 |
| SLB | SLB LIMITED | $2,387.00万 | 2.82% | 464,487 | -191,718 | -29.2% | -$985.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,366.90万 | 2.80% | 63,942 | 29,222 | 84.2% | $1,081.69万 | 加仓 |
| KVUE | KENVUE INC | $2,343.20万 | 2.77% | 1,359,163 | 62,104 | 4.8% | $107.07万 | 加仓 |
| GNTX | GENTEX CORP | $2,245.10万 | 2.66% | 1,027,500 | 189,177 | 22.6% | $413.35万 | 加仓 |
| CNH | CNH INDL N V | $2,218.20万 | 2.62% | 2,016,556 | 172,660 | 9.4% | $189.93万 | 加仓 |
| POOL | POOL CORP | $2,147.30万 | 2.54% | 106,130 | 106,130 | — | $2,147.30万 | 新建仓 |
| ETSY | ETSY INC | $2,099.60万 | 2.48% | 420,094 | 21,208 | 5.3% | $106.00万 | 加仓 |
| GTX | GARRETT MOTION INC | $2,085.00万 | 2.47% | 1,147,492 | -1,630,790 | -58.7% | -$2,963.16万 | 减仓 |
| L | LOEWS CORP | $1,970.30万 | 2.33% | 184,592 | -69,446 | -27.3% | -$741.25万 | 减仓 |
| CROX | CROCS INC | $1,940.90万 | 2.30% | 233,785 | 233,785 | — | $1,940.90万 | 新建仓 |
| PII | POLARIS INC | $1,905.30万 | 2.25% | 349,594 | 6,015 | 1.8% | $32.78万 | 加仓 |
| KMX | CARMAX INC | $1,858.10万 | 2.20% | 446,878 | 63,923 | 16.7% | $265.79万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $1,839.20万 | 2.18% | 111,483 | 111,483 | — | $1,839.20万 | 新建仓 |
| VNT | VONTIER CORPORATION | $1,705.70万 | 2.02% | 480,876 | 4,970 | 1.0% | $17.63万 | 加仓 |
| CNX | CNX RES CORP | $1,574.60万 | 1.86% | 408,462 | -95 | -0.0% | -$3,662 | 减仓 |
| WFC | WELLS FARGO & CO | $1,567.90万 | 1.86% | 196,943 | -405 | -0.2% | -$3.22万 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $1,534.80万 | 1.82% | 146,552 | -2,476 | -1.7% | -$25.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $1,523.50万 | 1.80% | 25,208 | -14,655 | -36.8% | -$885.71万 | 减仓 |
| GOOGL | ALPHABET INC | $1,498.00万 | 1.77% | 52,093 | -6,480 | -11.1% | -$186.34万 | 减仓 |
| NRP | NATURAL RESOURCE PARTNERS LP | $1,421.80万 | 1.68% | 117,500 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1,331.90万 | 1.58% | 238,689 | 3,322 | 1.4% | $18.54万 | 加仓 |
| NEU | NEWMARKET CORP | $1,307.70万 | 1.55% | 20,402 | 668 | 3.4% | $42.82万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,292.00万 | 1.53% | 75,762 | 918 | 1.2% | $15.66万 | 加仓 |
| IGSB | ISHARES TR | $652.60万 | 0.77% | 124,159 | -4,987 | -3.9% | -$26.21万 | 减仓 |
| LYFT | LYFT INC | $605.90万 | 0.72% | 6,000,000 | 0 | 0.0% | — | 不变 |
| — | TRIPADVISOR INC | $598.50万 | 0.71% | 6,000,000 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $597.40万 | 0.71% | 6,000,000 | 6,000,000 | — | $597.40万 | 新建仓 |
| — | BENTLEY SYS INC | $569.10万 | 0.67% | 6,000,000 | 5,000,000 | 500.0% | $474.25万 | 加仓 |
| MOAT | VANECK ETF TRUST | $568.40万 | 0.67% | 58,775 | -94,116 | -61.6% | -$910.17万 | 减仓 |
| — | WINNEBAGO INDS INC | $541.20万 | 0.64% | 6,000,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL PMTS INC | $528.60万 | 0.63% | 6,000,000 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $508.30万 | 0.60% | 5,000,000 | 5,000,000 | — | $508.30万 | 新建仓 |
| SPB | SPECTRUM BRANDS INC | $498.40万 | 0.59% | 5,000,000 | 0 | 0.0% | — | 不变 |
| — | HAEMONETICS CORP MASS | $475.90万 | 0.56% | 5,000,000 | 5,000,000 | — | $475.90万 | 新建仓 |
| PRK | PARK NATL CORP | $375.60万 | 0.44% | 22,981 | 158 | 0.7% | $2.58万 | 加仓 |
| ETSY | ETSY INC | $357.20万 | 0.42% | 4,000,000 | 0 | 0.0% | — | 不变 |
| — | PATRICK INDS INC | $346.10万 | 0.41% | 2,000,000 | -2,000,000 | -50.0% | -$346.10万 | 减仓 |
| SMOT | VANECK ETF TRUST | $286.70万 | 0.34% | 81,458 | 516 | 0.6% | $1.82万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $240.00万 | 0.28% | 32,950 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $204.80万 | 0.24% | 8,068 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $179.10万 | 0.21% | 7,329 | -76,785 | -91.3% | -$1,876.41万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $160.10万 | 0.19% | 43,244 | 43,244 | — | $160.10万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $150.40万 | 0.18% | 7,270 | -2 | -0.0% | -$414 | 减仓 |
| — | EXXON MOBIL CORP | $147.60万 | 0.17% | 8,702 | 4 | 0.0% | $678 | 加仓 |
| AMGN | AMGEN INC | $130.50万 | 0.15% | 3,710 | -583 | -13.6% | -$20.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $117.40万 | 0.14% | 6,729 | 38 | 0.6% | $6,630 | 加仓 |
| HSY | HERSHEY CO | $103.90万 | 0.12% | 4,998 | -449 | -8.2% | -$9.33万 | 减仓 |
| MRK | MERCK & CO INC | $103.90万 | 0.12% | 8,638 | 254 | 3.0% | $3.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $103.60万 | 0.12% | 7,169 | 45 | 0.6% | $6,503 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $96.50万 | 0.11% | 3,282 | -124 | -3.6% | -$3.65万 | 减仓 |
| ADBE | ADOBE INC | $93.20万 | 0.11% | 3,835 | 321 | 9.1% | $7.80万 | 加仓 |
| AVGO | BROADCOM INC | $80.50万 | 0.10% | 2,601 | 41 | 1.6% | $1.27万 | 加仓 |
| PEP | PEPSICO INC | $79.80万 | 0.09% | 5,137 | 183 | 3.7% | $2.84万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $78.00万 | 0.09% | 10,864 | 225 | 2.1% | $1.62万 | 加仓 |
| CAT | CATERPILLAR INC | $73.30万 | 0.09% | 1,035 | 20 | 2.0% | $1.42万 | 加仓 |
| HD | HOME DEPOT INC | $72.00万 | 0.09% | 2,189 | 59 | 2.8% | $1.94万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $64.50万 | 0.08% | 763 | -9 | -1.2% | -$7,608 | 减仓 |
| VGT | VANGUARD WORLD FD | $60.30万 | 0.07% | 864 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $59.20万 | 0.07% | 10,708 | -236,949 | -95.7% | -$1,309.99万 | 减仓 |
| CSCO | CISCO SYS INC | $58.80万 | 0.07% | 7,579 | 383 | 5.3% | $2.97万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $55.60万 | 0.07% | 15,673 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $54.40万 | 0.06% | 965 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $51.30万 | 0.06% | 588 | 2 | 0.3% | $1,745 | 加仓 |
| — | HONEYWELL INTL INC | $50.30万 | 0.06% | 2,225 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $49.50万 | 0.06% | 3,876 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $49.50万 | 0.06% | 2,376 | 165 | 7.5% | $3.44万 | 加仓 |
| BA | BOEING CO | $48.40万 | 0.06% | 2,432 | 16 | 0.7% | $3,184 | 加仓 |
| WMT | WALMART INC | $48.30万 | 0.06% | 3,885 | 64 | 1.7% | $7,957 | 加仓 |
| TXN | TEXAS INSTRS INC | $48.10万 | 0.06% | 2,480 | 160 | 6.9% | $3.10万 | 加仓 |
| WM | WASTE MGMT INC DEL | $45.50万 | 0.05% | 1,981 | 2 | 0.1% | $459 | 加仓 |
| IVV | ISHARES TR | $43.50万 | 0.05% | 666 | -347 | -34.3% | -$22.66万 | 减仓 |
| MCD | MCDONALDS CORP | $43.00万 | 0.05% | 1,385 | 40 | 3.0% | $1.24万 | 加仓 |
| QQQ | INVESCO QQQ TR | $40.50万 | 0.05% | 701 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $39.60万 | 0.05% | 4,645 | 347 | 8.1% | $2.96万 | 加仓 |
| UNP | UNION PAC CORP | $39.20万 | 0.05% | 1,616 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $38.80万 | 0.05% | 4,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $37.70万 | 0.04% | 7,243 | 521 | 7.8% | $2.71万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $35.80万 | 0.04% | 2,447 | 40 | 1.7% | $5,852 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $34.70万 | 0.04% | 2,100 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $32.10万 | 0.04% | 1,186 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $31.00万 | 0.04% | 1,959 | 189 | 10.7% | $2.99万 | 加仓 |
| RTX | RTX CORPORATION | $30.80万 | 0.04% | 1,595 | -10 | -0.6% | -$1,931 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $30.60万 | 0.04% | 1,011 | 88 | 9.5% | $2.66万 | 加仓 |
| GE | GE AEROSPACE | $30.60万 | 0.04% | 1,078 | 11 | 1.0% | $3,122 | 加仓 |
| ORCL | ORACLE CORP | $29.40万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $29.30万 | 0.03% | 3,153 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $28.30万 | 0.03% | 2,397 | 236 | 10.9% | $2.79万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $28.00万 | 0.03% | 5,665 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $27.20万 | 0.03% | 2,120 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $26.40万 | 0.03% | 711 | -20 | -2.7% | -$7,426 | 减仓 |