Bretton Capital Management, LLC
San Francisco CA · SEC CIK 0002043671
$1.25亿2026Q2 申报市值
20持仓数
67.7%前十大占比 · 第一大 16.1%
2 / 0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
SAP SE 新建仓+$431.51万
Constellation So 新建仓+$409.30万
NVR 加仓+$68.13万
2026Q2 卖出最多 按季末市值估算
TJX 减仓-$257.55万
MCO 减仓-$126.82万
BRK/B 减仓-$125.10万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. - Class C | $2,013.98万 | 16.07% | 57,000 | 0 | 0.0% | — | 不变 |
| UNH | UnitedHealth Group Incorporated | $901.92万 | 7.20% | 21,700 | 0 | 0.0% | — | 不变 |
| JPM | JPMorgan Chase & Co. | $785.59万 | 6.27% | 24,000 | 0 | 0.0% | — | 不变 |
| AXP | American Express Company | $781.36万 | 6.24% | 23,100 | 0 | 0.0% | — | 不变 |
| ROST | Ross Stores, Inc. | $738.59万 | 5.89% | 34,700 | 0 | 0.0% | — | 不变 |
| PGR | The Progressive Corporation | $729.62万 | 5.82% | 33,400 | 0 | 0.0% | — | 不变 |
| BAC | Bank of America Corporation | $717.95万 | 5.73% | 126,000 | 0 | 0.0% | — | 不变 |
| AZO | AutoZone, Inc. | $639.19万 | 5.10% | 2,000 | 0 | 0.0% | — | 不变 |
| V | Visa Inc. - Class A | $610.70万 | 4.87% | 17,800 | 0 | 0.0% | — | 不变 |
| MA | MasterCard Incorporated - Class A | $563.93万 | 4.50% | 10,980 | 0 | 0.0% | — | 不变 |
| NVR | NVR, Inc. | $538.26万 | 4.30% | 790 | 100 | 14.5% | $68.13万 | 加仓 |
| MSFT | Microsoft Corporation | $522.23万 | 4.17% | 14,000 | 0 | 0.0% | — | 不变 |
| EXP | Eagle Materials Inc. | $519.75万 | 4.15% | 23,100 | 0 | 0.0% | — | 不变 |
| TJX | The TJX Companies, Inc. | $454.50万 | 3.63% | 30,000 | -17,000 | -36.2% | -$257.55万 | 减仓 |
| — | SAP SE | $431.51万 | 3.44% | 28,000 | 28,000 | — | $431.51万 | 新建仓 |
| — | Constellation Software, Inc. | $409.30万 | 3.27% | 2,100 | 2,100 | — | $409.30万 | 新建仓 |
| SPGI | S&P Global, Inc. | $378.75万 | 3.02% | 9,300 | 0 | 0.0% | — | 不变 |
| DFH | Dream Finders Homes, Inc. Class A | $294.28万 | 2.35% | 170,500 | 0 | 0.0% | — | 不变 |
| BRK/B | Berkshire Hathaway Inc. - Class B | $250.19万 | 2.00% | 5,000 | -2,500 | -33.3% | -$125.10万 | 减仓 |
| MCO | Moody's Corporation | $249.11万 | 1.99% | 5,500 | -2,800 | -33.7% | -$126.82万 | 减仓 |