| # | 公司名称 | 报告期价 | 今日价 | 持仓市值 | 占比 % | 股数（季比） | 变动幅度 % |
|---|---|---|---|---|---|---|---|
| 1 | Ge Aerospace GE | $373.73 | — | $17.73B | 33.59% | 47.43M 47.51M | — |
| 2 | Visa Inc V | $343.09 | — | $10.46B | 19.83% | 30.49M 30.47M | — |
| 3 | Moodys Corp MCO | $452.92 | — | $6.49B | 12.3% | 14.33M 14.33M | — |
| 4 | S&p Global Inc SPGI | $407.26 | — | $5.74B | 10.87% | 14.08M 14.04M | — |
| 5 | Canadian Pacific Kansas City CP | $86.62 | — | $3.93B | 7.44% | 45.33M 46.52M | -2.57% -1.20M 股 |
| 6 | Alphabet Inc GOOG | $353.33 | — | $3.51B | 6.65% | 9.94M 8.85M | +12.25% +1.08M 股 |
| 7 | Ferrovial Nv FER | $68.51 | — | $1.43B | 2.72% | 20.94M 20.74M | +0.97% +200K 股 |
| 8 | Canadian Natl Ry Co CNI | $119.21 | — | $1.12B | 2.13% | 9.43M 9.85M | -4.23% -417K 股 |
| 9 | Alphabet Inc GOOGL | $357.37 | — | $878M | 1.66% | 2.46M 2.46M | — |
| 10 | Martin Marietta Matls Inc MLM | $576.7 | — | $758M | 1.44% | 1.32M | 新建仓 |
| 11 | Vulcan Matls Co VMC | $295.01 | — | $722M | 1.37% | 2.45M | 新建仓 |