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톰 게이너 (마켈) 포트폴리오

톰 게이너 (마켈)

AS OF2026년 2분기 기준

'미니 버크셔'로 불리는 마켈의 CEO, 퀄리티 기업 장기 보유

※ 오류 발견 시 즉시 반영 및 교정하고 있습니다.

분기 리밸런싱 추적

이번 분기에 샀어요
1
MLB1MERCADOLIBRE INC
보유비중 0.31%
+0.23%p
$31,486,585
2
WATSCO INC
보유비중 1.90%
+0.12%p
$6,493,070
3
VISA INC (Class A)
보유비중 2.65%
+0.11%p
$3,287,145
4
ENTERPRISE PRODS PARTNERS L
보유비중 0.16%
+0.10%p
$13,490,920
5
ZOETIS INC (Class A)
보유비중 0.04%
+0.04%p
$4,756,773
이번 분기에 팔았어요
1
META PLATFORMS INC (Class A)
보유비중 1.00%
-0.19%p
$7,964,921
2
SCOTTS MIRACLE-GRO CO (Class A)
보유비중 0.00%
-0.09%p
$10,216,081
3
COMCAST CORP NEW (Class A)
보유비중 0.15%
-0.08%p
$3,923,237
4
UNITEDHEALTH GROUP INC
보유비중 0.00%
-0.04%p
$5,060,034
5
ANALOG DEVICES INC
보유비중 3.02%
+0.30%p
$9,362,886

주요 보유 현황

#종목명비중주식수량 (변동)평가금액
1ALPHABET INC (Class C)7.40%
2,749,860
-
$971,608,033
2BRK/ABERKSHIRE HATHAWAY INC DEL (Class A)6.35%
1,114
-
$834,218,900
3BRK/BBERKSHIRE HATHAWAY INC DEL (Class B)5.84%
1,531,971
-
$766,582,969
4DEERE & CO4.24%
877,900
-
$556,878,306
5BROOKFIELD CORP (Class A)4.24%
13,073,609
-
$556,805,009
6AMAZON COM INC3.69%
2,030,760
-
$484,011,339
7ANALOG DEVICES INC3.02%
999,671
▼ 23,574
$397,039,330
8GOLDMAN SACHS GROUP INC2.77%
359,360
-
$363,445,924
9APPLE INC2.70%
1,227,290
-
$355,128,634
10CATERPILLAR INC2.67%
328,650
-
$349,979,385

분기별 수량 변동

종목명25년 3Q25년 4Q26년 1Q26년 2Q
ALPHABET INC (Class C)2,749,8602,749,8602,749,8602,749,860
BRK/ABERKSHIRE HATHAWAY INC DEL (Class A)1,1141,1141,1141,114
BRK/BBERKSHIRE HATHAWAY INC DEL (Class B)1,531,9711,531,9711,531,9711,531,971
DEERE & CO877,900877,900877,900877,900
BROOKFIELD CORP (Class A)8,715,74113,073,60913,073,60913,073,609
AMAZON COM INC2,030,7602,030,7602,030,7602,030,760
ANALOG DEVICES INC1,167,6711,023,2451,023,245999,671
GOLDMAN SACHS GROUP INC359,360359,360359,360359,360
APPLE INC1,227,2901,227,2901,227,2901,227,290
CATERPILLAR INC328,650328,650328,650328,650
VISA INC (Class A)999,285999,2851,004,3311,013,912
HOME DEPOT INC920,000920,000920,000922,500
WATSCO INC565,169577,669582,169597,750
TEXAS INSTRS INC724,000724,000724,000724,000
BLACKROCK INC220,200220,200220,200220,200
ALPHABET INC (Class A)572,000572,000572,000572,000
MICROSOFT CORP532,080535,680537,630537,630
DISNEY WALT CO2,031,6652,031,6652,031,6652,031,665
AMERICAN EXPRESS CO484,250488,500490,450490,450
LOWES COS INC726,730734,480738,480751,980
PROGRESSIVE CORP753,750753,750753,750753,750
FRANCO NEV CORP605,500683,500708,500773,500
LPL FINL HLDGS INC553,321559,951559,951559,951
JOHNSON & JOHNSON610,800610,800610,800610,800
BLACKSTONE INC1,229,0001,229,0001,229,0001,229,000
RLI CORP2,394,5442,394,5442,394,5442,394,544
GENERAL DYNAMICS CORP391,000391,000391,000391,000
NOVO-NORDISK A S (ADR)2,368,6492,869,7742,869,7742,869,774
KKR & CO INC1,451,8001,451,8001,451,8001,451,800
META PLATFORMS INC (Class A)280,281248,303248,303234,163
SCHWAB CHARLES CORP1,364,8001,375,8001,383,8001,394,800
MARSH & MCLENNAN COS INC755,000761,750763,500763,500
APOLLO GLOBAL MGMT INC1,012,5001,012,5001,012,5001,012,500
ARCHER DANIELS MIDLAND CO1,505,8001,505,8001,505,8001,505,800
LINDE PLC (SHS)192,850200,100204,600215,600
DGEDDIAGEO PLC (SPON ADR NEW)1,366,7081,371,7081,372,2081,372,208
MASTERCARD INCORPORATED (Class A)207,540207,540207,540207,540
DOLLAR GEN CORP869,250869,250869,250869,250
BROOKFIELD ASSET MANAGMT LTD (Class A)2,193,9532,193,9532,193,9532,193,953
HEI/AHEICO CORP NEW (Class A)379,644379,644379,644379,644
DUTMOODYS CORP213,890213,890213,890213,890
OLD DOMINION FREIGHT LINE IN358,750421,650429,150429,150
NORFOLK SOUTHN CORP256,500273,500282,500282,500
ILLINOIS TOOL WKS INC327,500327,500327,500327,500
JPMORGAN CHASE & CO252,550252,550252,550252,550
NVR INC11,89712,00712,08712,097
MSCI INC142,850142,850142,850142,850
ROCKWELL AUTOMATION INC154,900154,900154,900154,900
ECOLAB INC274,300274,300274,300274,300
SUNBELT RENTALS HOLDINGS INC (SHS)--963,361974,361

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