Bruce G. Allen Investments, LLC — Q2 2024 13F 持股

Name: Bruce G. Allen Investments, LLC — 13F Holdings, Q2 2024
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002005409

申报总市值

US$1.5亿

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本季完整持股清单

仅显示前 200 大持股（共 1007 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	KIM	Kimco Realty CORP	股票-房地产	—	—	—
2	MCO	Moody's CORP	股票-金融	—	—	-25.00%
3	AMCR	Amcor plc	股票-周期性消费	—	—	-4.44%
4	ALLE	Allegion plc	股票-工业	—	—	—
5	AEG	Aegon Ltd-ny Reg Shr	股票-其他	—	—	+65.04%
6	VMC	Vulcan Materials Co	股票-原材料	—	—	+7.14%
7	AFRM	Affirm Holdings INC	股票-金融	—	—	—
8	IRM	Iron Mountain INC	股票-房地产	—	—	—
9	JKHY	Jack Henry & Associates INC	股票-科技	—	—	-40.54%
10	FBIN	Fortune Brands Innovations I	股票-工业	—	—	-20.00%
11	EL	Estee Lauder Companies-cl A	股票-非周期性消费	—	—	+41.67%
12	LFUS	Littelfuse INC	股票-科技	—	—	—
13	CHRW	C.h. Robinson Worldwide INC	股票-工业	—	—	-6.98%
14	TYL	Tyler Technologies INC	股票-科技	—	—	—
15	SHOP	Shopify INC - Class A	股票-科技	—	—	-53.10%
16	TU	Telus CORP	股票-其他	—	—	—
17	ARMK	Aramark	股票-工业	—	—	—
18	MSCI	Msci INC	股票-金融	—	—	—
19	ENS	Enersys	股票-工业	—	—	-33.33%
20	PBA	Pembina Pipeline CORP	股票-能源	—	—	-63.37%
21	SITE	Siteone Landscape Supply INC	股票-工业	—	—	-15.63%
22	PTC	Ptc INC	股票-科技	—	—	—
23	CFR	Cullen/frost Bankers INC	股票-金融	—	—	—
24	BMRN	Biomarin Pharmaceutical INC	股票-医疗保健	—	—	+143.75%
25	WEX	Wex INC	股票-科技	—	—	—
26	TXG	10x Genomics Inc-class A	股票-其他	—	—	+526.92%
27	UAL	United Airlines Holdings INC	股票-工业	—	—	—
28	TFX	Teleflex INC	股票-医疗保健	—	—	-54.55%
29	TLK	Telkom Indonesia Persero-adr	股票-其他	—	—	+58.49%
30	IMO	Imperial Oil LTD	股票-能源	—	—	-28.13%
31	U	Unity Software INC	股票-科技	—	—	+287.76%
32	✓	Dakota Gold CORP	股票-其他	—	—	—
33	ZION	Zions Bancorp NA	股票-金融	—	—	+2.94%
34	MSGS	Madison Square Garden Sports	股票-通信服务	—	—	—
35	BIO	Bio-rad Laboratories-a	股票-医疗保健	—	—	-75.00%
36	NXST	Nexstar Media Group INC	股票-通信服务	—	—	+38.46%
37	OGN	Organon & Co	股票-医疗保健	—	—	+34.29%
38	CP	Canadian Pacific Kansas City	股票-工业	—	—	-5.13%
39	HEI	Heico CORP	股票-工业	—	—	—
40	GAP	Gap Inc/the	股票-周期性消费	—	—	—
41	AOS	Smith (a.o.) CORP	股票-工业	—	—	—
42	PAYC	Paycom Software INC	股票-科技	—	—	—
43	ATHM	Autohome Inc-adr	股票-其他	—	—	+58.46%
44	ODFL	Old Dominion Freight Line	股票-工业	—	—	—
45	WCN	Waste Connections INC	股票-工业	—	—	-5.88%
46	XBI	Ss Spdr S&p Biotech ETF	ETF-科技型	—	—	—
47	XYZ	Block INC	股票-金融	—	—	—
48	TFII	Tfi International INC	股票-其他	—	—	-14.29%
49	ELAN	Elanco Animal Health INC	股票-医疗保健	—	—	—
50	CZR	Caesars Entertainment INC	股票-周期性消费	—	—	+242.11%

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