BI
Bridges Investment Counsel Inc/
分散投資型モメンタム追随型ハイクオリティ型
申告総資産額
$1.8億
報告対象四半期: 2017-12-31 · 銘柄数: 234
BRIDGES INVESTMENT COUNSEL INC/は最新の13F報告書で234件の保有を開示しました。申告期間は2017-12-31、保有総時価額は約$1.8億、四半期回転率は9.8%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 7.74
- 回転率
- 9.8
- モメンタム／逆張り
- 100
- セクター集中度
- 41.01
- 多様性
- 100
- ポジション規律
- 87.73
直近の動向
増加 BA
+1.6% $139.7万
減少 PM
-14.7% -$104.3万
減少 CELG
-2.2% -$105.4万
減少 AEP
-16.8% -$80.8万
増加 UNP
-6.4% $85.3万
減少 AMGN
-38.4% -$71.3万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
上位129銘柄を表示中（全234銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | 株式-資本財 | 6.18% | +0.43% | -6.39% | |
| 2 | BA | Boeing Co/the | 株式-資本財 | 5.08% | +0.74% | +1.63% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.58% | +0.09% | -5.83% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 3.20% | -0.18% | -10.46% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 3.14% | -0.38% | -15.02% | |
| 6 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.81% | -0.08% | -4.68% | |
| 7 | PM | Philip Morris International | 株式-生活必需品 | 2.49% | -0.60% | -14.66% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.37% | +0.19% | +0.40% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.35% | -0.10% | -9.81% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.27% | +0.13% | -0.59% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.27% | +0.35% | +14.89% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.18% | — | -8.34% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.17% | — | -8.74% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.94% | -0.16% | -17.49% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | — | -1.21% | |
| 16 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 1.82% | — | -0.45% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.57% | +0.13% | -0.48% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.50% | +0.17% | -0.78% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.43% | +0.05% | -1.77% | |
| 20 | CELG | Celgene CORP | 株式-その他 | 1.36% | -0.59% | -2.22% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.32% | +0.11% | -0.54% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.28% | +0.09% | -3.66% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | +0.05% | +1.21% | |
| 24 | COF | Capital One Financial CORP | 株式-金融 | 1.19% | +0.13% | -3.85% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.17% | +0.08% | +0.81% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 1.08% | — | -9.46% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | +0.16% | +2.22% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | -6.44% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | -8.07% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | -0.08% | -14.40% | |
| 31 | FINN | First Natl Of Nebraska INC | 株式-その他 | 0.94% | — | — | |
| 32 | USB | US Bancorp | 株式-金融 | 0.91% | — | +1.56% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.90% | +0.10% | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | +0.08% | -0.65% | |
| 35 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.82% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.82% | -0.10% | -16.67% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | — | -9.97% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | +0.05% | -0.28% | |
| 39 | ✓ | Booking Hldgs INC | 株式-その他 | 0.73% | -0.13% | -9.60% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.73% | — | -7.49% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +0.22% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | -4.47% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.67% | -0.45% | -16.79% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.66% | — | -13.05% | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | +0.04% | +5.36% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | — | -14.18% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.64% | — | -4.35% | |
| 48 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.63% | — | -10.97% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -5.05% | |
| 50 | CMCSA | Comcast Corporation | 株式-通信サービス | 0.61% | — | -8.04% |
1–50 of 129
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2017-12-31 | 234 | $1.8億 | 10 | |
| 2017-09-30 | 235 | $1.8億 | 87 | |
| 2017-06-30 | 327 | $4.4億 | 77 | |
| 2017-03-31 | 273 | $3.4億 | 73 | |
| 2016-12-31 | 326 | $4.1億 | 22 | |
| 2016-09-30 | 316 | $4.7億 | 9 | |
| 2016-06-30 | 331 | $4.6億 | 9 | |
| 2016-03-31 | 345 | $4.6億 | 70 | |
| 2015-12-31 | 326 | $5.8億 | 0 | |
| 2015-09-30 | 326 | $5.8億 | 74 | |
| 2015-06-30 | 361 | $4.2億 | 13 | |
| 2015-03-31 | 365 | $4.4億 | 7 | |
| 2014-12-31 | 368 | $4.4億 | 11 | |
| 2014-09-30 | 368 | $4.3億 | 8 | |
| 2014-06-30 | 375 | $4.4億 | 9 | |
| 2014-03-31 | 377 | $4.3億 | 9 | |
| 2013-12-31 | 387 | $4.4億 | 12 | |
| 2013-09-30 | 380 | $4.0億 | 7 | |
| 2013-06-30 | 381 | $3.9億 | 0 |
今四半期の持株変動
Bridges Investment Counsel Inc/の2017-12-31時点における主要なポジション変更： 新規購入: Medtronic plc (MDT); 全売却: American Express Company (AXP); 全売却: Level 3 Communications INC; 新規購入: General Mills INC (GIS); 新規購入: Occidental Petroleum CORP (OXY).
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +0.7% | +1.63% | 増加 |
| 2 | UNP | Union Pacific CORP | +0.4% | -6.39% | 減少 |
| 3 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +14.89% | 増加 |
| 4 | ABBV | Abbvie INC | +0.2% | +0.40% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | -0.78% | 減少 |
| 6 | HD | Home Depot INC | +0.2% | +2.22% | 増加 |
| 7 | JNJ | Johnson & Johnson | +0.1% | -0.59% | 減少 |
| 8 | COF | Capital One Financial CORP | +0.1% | -3.85% | 減少 |
| 9 | WFC | Wells Fargo & Co | +0.1% | -0.48% | 減少 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -0.54% | 減少 |
| 11 | SHW | Sherwin-williams Co/the | +0.1% | — | 変化なし |
| 12 | AAPL | Apple INC | +0.1% | -5.83% | 減少 |
| 13 | MMM | 3m Co | +0.1% | -3.66% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.65% | 減少 |
| 15 | ABT | Abbott Laboratories | +0.1% | +0.81% | 増加 |
| 16 | WMT | Walmart INC | +0.1% | — | 変化なし |
| 17 | CSCO | Cisco Systems INC | +0.1% | +1.78% | 増加 |
| 18 | DE | Deere & Co | +0.1% | — | 変化なし |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.77% | 減少 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.21% | 増加 |
| 21 | EMR | Emerson Electric Co | +0.1% | +5.68% | 増加 |
| 22 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +8.77% | 増加 |
| 23 | VZ | Verizon Communications INC | +0.1% | -0.28% | 減少 |
| 24 | PYPL | Paypal Holdings INC | +0.1% | -5.52% | 減少 |
| 25 | ETN | Eaton Corporation plc | 0% | +5.36% | 増加 |
| 26 | BIIB | Biogen INC | -0.1% | -16.84% | 減少 |
| 27 | KHC | Kraft Heinz Co/the | -0.1% | -15.51% | 減少 |
| 28 | CAT | Caterpillar INC | -0.1% | -36.70% | 減少 |
| 29 | GILD | Gilead Sciences INC | -0.1% | -7.71% | 減少 |
| 30 | MDLZ | Mondelez International Inc-a | -0.1% | -17.32% | 減少 |
| 31 | MRK | Merck & Co., Inc. | -0.1% | +0.64% | 増加 |
| 32 | V | Visa Inc-class A Shares | -0.1% | -14.40% | 減少 |
| 33 | DD | DuPont de Nemours, Inc. | -0.1% | -4.68% | 減少 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -16.67% | 減少 |
| 35 | MA | Mastercard INC - A | -0.1% | -9.81% | 減少 |
| 36 | SLB | Slb LTD | -0.1% | -18.14% | 減少 |
| 37 | ✓ | Booking Hldgs INC | -0.1% | -9.60% | 減少 |
| 38 | MO | Altria Group INC | -0.2% | -17.49% | 減少 |
| 39 | ✓ | -0.2% | -8.87% | 減少 | |
| 40 | CVX | Chevron CORP | -0.2% | -10.46% | 減少 |
| 41 | IBM | Intl Business Machines CORP | -0.4% | -15.02% | 減少 |
| 42 | AMGN | Amgen INC | -0.4% | -38.38% | 減少 |
| 43 | AEP | American Electric Power Company, Inc. | -0.5% | -16.79% | 減少 |
| 44 | CELG | Celgene CORP | -0.6% | -2.22% | 減少 |
| 45 | PM | Philip Morris International | -0.6% | -14.66% | 減少 |
| 46 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 47 | AXP | American Express Company | — | EXIT | 全売却 |
| 48 | ✓ | Level 3 Communications INC | — | EXIT | 全売却 |
| 49 | GIS | General Mills INC | — | NEW | 新規購入 |
| 50 | OXY | Occidental Petroleum CORP | — | NEW | 新規購入 |
FAQ
Bridges Investment Counsel Inc/とはどのような機関投資家ですか？
Bridges Investment Counsel Inc/はの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2017-12-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $1.8億、234 件のポジションが開示されています。
Bridges Investment Counsel Inc/の主要ポジションは何ですか？
最新の13Fファイリングによると、Bridges Investment Counsel Inc/の時価総額上位の保有銘柄は以下の通りです：
1. Union Pacific CORP (UNP) — $1120.0万 (6.2%)
2. Boeing Co/the (BA) — $920.3万 (5.1%)
3. Apple INC (AAPL) — $648.3万 (3.6%)
4. Chevron CORP (CVX) — $579.3万 (3.2%)
5. Intl Business Machines CORP (IBM) — $568.8万 (3.1%)
Bridges Investment Counsel Inc/は直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Bridges Investment Counsel Inc/は47件の主要なポジション調整を実施しました：3件の新規ポジション開設、11件の保有増加、31件の一部売却、および2件の完全売却です。 その中でも特に大きな変動：新規購入: Medtronic plc (MDT); 全売却: American Express Company (AXP); 全売却: Level 3 Communications INC; 新規購入: General Mills INC (GIS); 新規購入: Occidental Petroleum CORP (OXY)
Bridges Investment Counsel Inc/はどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくBridges Investment Counsel Inc/の主要セクター配分は以下の通りです：
• Industrials: 20.4%
• Financials: 15.4%
• Information Technology: 15.2%
• Health Care: 13.7%
• Consumer Staples: 9.9%
• Energy: 8.6%