CIK: 0001811034
申告総資産額
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| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 13.68% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.03% | — | — | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 5.85% | — | +1.07% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.52% | — | +1.17% | |
| 5 | ADBE | Adobe INC | 株式-IT | 5.46% | — | +11.94% | |
| 6 | SCHW | Schwab (charles) CORP | 株式-金融 | 4.80% | — | +26.42% | |
| 7 | DG | Dollar General CORP | 株式-生活必需品 | 4.56% | — | +1.25% | |
| 8 | BR | Broadridge Financial Solutio | 株式-IT | 4.54% | — | +1.27% | |
| 9 | NOW | Servicenow INC | 株式-IT | 3.96% | — | +1.28% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.81% | — | +1.28% | |
| 11 | NVR | Nvr INC | 株式-一般消費財 | 3.55% | — | +0.78% | |
| 12 | PAYC | Paycom Software INC | 株式-IT | 3.47% | — | +28.98% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 3.46% | — | +0.98% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 3.25% | — | +7.95% | |
| 15 | GFL | Gfl Environmental Inc-sub Vt | 株式-その他 | 2.93% | — | +11.40% | |
| 16 | MCO | Moody's CORP | 株式-金融 | 2.89% | — | +0.79% | |
| 17 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 2.86% | — | +1.18% | |
| 18 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.77% | — | +0.55% | |
| 19 | POOL | Pool CORP | 株式-資本財 | 2.58% | — | +9.99% | |
| 20 | CSL | Carlisle Cos INC | 株式-資本財 | 2.51% | — | — | |
| 21 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.12% | — | +1.23% | |
| 22 | VRRM | Verra Mobility CORP | 株式-その他 | 1.87% | — | +1.21% | |
| 23 | ETSY | Etsy INC | 株式-一般消費財 | 1.27% | — | -25.43% | |
| 24 | ASML | ASML Holding N.V. | 株式-IT | 1.15% | — | +1.24% | |
| 25 | CHRD | Chord Energy CORP | 株式-エネルギー | 0.81% | — | — | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | — | — | |
| 27 | CPE* | Callon Petroleum Co | 株式-その他 | 0.63% | — | — | |
| 28 | AI | C3.ai Inc-a | 株式-IT | 0.60% | — | — | |
| 29 | YOU | Clear Secure INC -class A | 株式-IT | 0.27% | — | — |