Farmers & Merchants Investments INC — Q4 2023 13F 持股

Name: Farmers & Merchants Investments INC — 13F Holdings, Q4 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001259969

申报总市值

US$41.3亿

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本季完整持股清单

仅显示前 200 大持股（共 1754 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	PEN	Penumbra INC	股票-医疗保健	—	—	—
2	RRX	Regal Rexnord CORP	股票-工业	—	—	—
3	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公债	—	—	—
4	NLY	Annaly Capital Management In	股票-房地产	—	—	—
5	LAD	Lithia Motors INC	股票-周期性消费	—	—	—
6	LSCC	Lattice Semiconductor CORP	股票-科技	—	—	—
7	WTRG	Essential Utilities INC	股票-公用事业	—	—	-83.06%
8	ASO	Academy Sports & Outdoors In	股票-周期性消费	—	—	—
9	MBC	Masterbrand INC	股票-周期性消费	—	—	—
10	JLL	Jones Lang Lasalle INC	股票-房地产	—	—	-4.76%
11	RGEN	Repligen CORP	股票-医疗保健	—	—	—
12	BJ	Bj's Wholesale Club Holdings	股票-非周期性消费	—	—	—
13	TREX	Trex Company INC	股票-工业	—	—	—
14	MHK	Mohawk Industries INC	股票-周期性消费	—	—	—
15	VPU	Vanguard Utilities ETF	ETF-其他	—	—	—
16	MLI	Mueller Industries INC	股票-工业	—	—	+100.00%
17	DKS	Dick's Sporting Goods INC	股票-周期性消费	—	—	—
18	TTEK	Tetra Tech INC	股票-工业	—	—	—
19	USFD	US Foods Holding CORP	股票-非周期性消费	—	—	—
20	BCC	Boise Cascade Co	股票-原材料	—	—	—
21	BCPC	Balchem CORP	股票-原材料	—	—	—
22	AFG	American Financial Group INC	股票-金融	—	—	—
23	CW	Curtiss-wright CORP	股票-工业	—	—	—
24	SSD	Simpson Manufacturing Co INC	股票-原材料	—	—	—
25	WBS	Webster Financial CORP	股票-金融	—	—	-6.67%
26	NSIT	Insight Enterprises INC	股票-科技	—	—	—
27	WWD	Woodward INC	股票-工业	—	—	—
28	UFPI	Ufp Industries INC	股票-原材料	—	—	—
29	CHE	Chemed CORP	股票-医疗保健	—	—	-14.29%
30	NOV	Nov INC	股票-能源	—	—	—
31	WEX	Wex INC	股票-科技	—	—	-5.26%
32	CLH	Clean Harbors INC	股票-工业	—	—	-4.76%
33	EGP	Eastgroup Properties INC	股票-房地产	—	—	—
34	SGI	Somnigroup International INC	股票-周期性消费	—	—	-6.85%
35	NNN	Nnn Reit INC	股票-房地产	—	—	—
36	OLED	Universal Display CORP	股票-科技	—	—	—
37	SIG	Signet Jewelers Limited	股票-周期性消费	—	—	—
38	SKAA	Skechers USA Inc-cl A	股票-其他	—	—	—
39	TXRH	Texas Roadhouse INC	股票-周期性消费	—	—	—
40	AAON	Aaon INC	股票-工业	—	—	—
41	UNM	Unum Group	股票-金融	—	—	—
42	LEA	Lear CORP	股票-周期性消费	—	—	—
43	MIDD	Middleby CORP	股票-工业	—	—	—
44	NYT	New York Times Co-a	股票-通信服务	—	—	—
45	ABG	Asbury Automotive Group	股票-周期性消费	—	—	—
46	SM	Sm Energy Co	股票-能源	—	—	-4.40%
47	AGO	Assured Guaranty Ltd.	股票-金融	—	—	—
48	ANF	Abercrombie & Fitch Co-cl A	股票-周期性消费	—	—	-5.00%
49	ERIE	Erie Indemnity Company-cl A	股票-金融	—	—	—
50	WING	Wingstop INC	股票-周期性消费	—	—	—

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