CIK: 0001732621
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 | 6D8 | Dupont De Nemours INC | 株式-その他 | 14.71% | — | +298.48% | |
| 2 | GWW | Ww Grainger INC | 株式-資本財 | 8.57% | — | — | |
| 3 | LRCXEUR | Lam Research CORP | 株式-IT | 6.62% | — | +11.00% | |
| 4 | ESI | Element Solutions INC | 株式-素材 | 5.81% | — | — | |
| 5 | ASH | Ashland INC | 株式-素材 | 5.17% | — | — | |
| 6 | FMC | Fmc CORP | 株式-素材 | 5.08% | — | -10.89% | |
| 7 | GM | General Motors Co | 株式-一般消費財 | 5.07% | — | — | |
| 8 | INTC | Intel CORP | 株式-IT | 4.68% | — | -51.06% | |
| 9 | GRA1EUR | Wr Grace & Co | 株式-その他 | 4.66% | — | — | |
| 10 | BWA | Borgwarner INC | 株式-一般消費財 | 4.27% | — | — | |
| 11 | SWK | Stanley Black & Decker INC | 株式-資本財 | 2.97% | — | -17.40% | |
| 12 | PH | Parker Hannifin CORP | 株式-資本財 | 2.94% | — | — | |
| 13 | ENOV | Enovis Corporation | 株式-その他 | 2.94% | — | +359.99% | |
| 14 | WGO | Winnebago Industries | 株式-その他 | 2.80% | — | — | |
| 15 | ADI | Analog Devices INC | 株式-IT | 2.72% | — | — | |
| 16 | FUL | H.b. Fuller Co. | 株式-素材 | 2.44% | — | — | |
| 17 | NAV | Navistar International CORP | 株式-その他 | 2.32% | — | — | |
| 18 | LUV | Southwest Airlines Co | 株式-資本財 | 1.90% | — | — | |
| 19 | LEA | Lear CORP | 株式-一般消費財 | 1.83% | — | — | |
| 20 | LIN | Linde plc | 株式-素材 | 1.78% | — | — | |
| 21 | THO | Thor Industries INC | 株式-一般消費財 | 1.67% | — | +64.68% | |
| 22 | TOL | Toll Brothers INC | 株式-一般消費財 | 1.61% | — | — | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 1.32% | — | -81.60% | |
| 24 | SWKS | Skyworks Solutions INC | 株式-IT | 1.05% | — | — | |
| 25 | DOV | Dover CORP | 株式-資本財 | 0.89% | — | — | |
| 26 | DAL | Delta Air Lines INC | 株式-資本財 | 0.83% | — | — | |
| 27 | TDG | Transdigm Group INC | 株式-資本財 | 0.77% | — | — | |
| 28 | TXT | Textron INC | 株式-資本財 | 0.63% | — | — | |
| 29 | HOG | Harley-davidson INC | 株式-一般消費財 | 0.57% | — | — | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.45% | — | -95.41% | |
| 31 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.41% | — | — | |
| 32 | AYI | Acuity INC | 株式-資本財 | 0.31% | — | — | |
| 33 | PII | Polaris INC | 株式-一般消費財 | 0.14% | — | — | |
| 34 | TKR | Timken Co | 株式-資本財 | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | 6D8 | Dupont De Nemours INC | +10.2% | +298.48% | 増加 |
| 2 | ENOV | Enovis Corporation | +2.1% | +359.99% | 増加 |
| 3 | THO | Thor Industries INC | +0.9% | +64.68% | 増加 |
| 4 | SWK | Stanley Black & Decker INC | -1.8% | -17.40% | 減少 |
| 5 | LRCXEUR | Lam Research CORP | -1.9% | +11.00% | 増加 |
| 6 | FMC | Fmc CORP | -3.5% | -10.89% | 減少 |
| 7 | TSLA | Tesla INC | -5.2% | -81.60% | 減少 |
| 8 | INTC | Intel CORP | -11.4% | -51.06% | 減少 |
| 9 | NVDA | Nvidia CORP | -12.3% | -95.41% | 減少 |
| 10 | GWW | Ww Grainger INC | — | NEW | 新規購入 |
| 11 | ESI | Element Solutions INC | — | NEW | 新規購入 |
| 12 | ASH | Ashland INC | — | NEW | 新規購入 |
| 13 | GM | General Motors Co | — | NEW | 新規購入 |
| 14 | GRA1EUR | Wr Grace & Co | — | NEW | 新規購入 |
| 15 | BWA | Borgwarner INC | — | NEW | 新規購入 |
| 16 | CPA | Copa Holdings, S.A. | — | EXIT | 全売却 |
| 17 | ALLE | Allegion plc | — | EXIT | 全売却 |
| 18 | PH | Parker Hannifin CORP | — | NEW | 新規購入 |
| 19 | WGO | Winnebago Industries | — | NEW | 新規購入 |
| 20 | ADI | Analog Devices INC | — | NEW | 新規購入 |
| 21 | FUL | H.b. Fuller Co. | — | NEW | 新規購入 |
| 22 | APD | Air Products & Chemicals INC | — | EXIT | 全売却 |
| 23 | NAV | Navistar International CORP | — | NEW | 新規購入 |
| 24 | LUV | Southwest Airlines Co | — | NEW | 新規購入 |
| 25 | LEA | Lear CORP | — | NEW | 新規購入 |
| 26 | LIN | Linde plc | — | NEW | 新規購入 |
| 27 | APTV | Aptiv PLC | — | EXIT | 全売却 |
| 28 | ASML | ASML Holding N.V. | — | EXIT | 全売却 |
| 29 | TOL | Toll Brothers INC | — | NEW | 新規購入 |
| 30 | XYL | Xylem INC | — | EXIT | 全売却 |
| 31 | DE | Deere & Co | — | EXIT | 全売却 |
| 32 | ROK | Rockwell Automation INC | — | EXIT | 全売却 |
| 33 | SWKS | Skyworks Solutions INC | — | NEW | 新規購入 |
| 34 | TRMB | Trimble INC | — | EXIT | 全売却 |
| 35 | DOV | Dover CORP | — | NEW | 新規購入 |
| 36 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 37 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 38 | CTVA | Corteva INC | — | EXIT | 全売却 |
| 39 | MLM | Martin Marietta Materials | — | EXIT | 全売却 |
| 40 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 41 | TXT | Textron INC | — | NEW | 新規購入 |
| 42 | UAL | United Airlines Holdings INC | — | EXIT | 全売却 |
| 43 | HOG | Harley-davidson INC | — | NEW | 新規購入 |
| 44 | STLA | Stellantis N.V. | — | NEW | 新規購入 |
| 45 | AYI | Acuity INC | — | NEW | 新規購入 |
| 46 | ETN | Eaton Corporation plc | — | EXIT | 全売却 |
| 47 | PII | Polaris INC | — | NEW | 新規購入 |
| 48 | TKR | Timken Co | — | NEW | 新規購入 |