CIK: 0001732621
申告総資産額
—
| # | 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 | VC | Visteon CORP | 株式-その他 | 7.09% | — | — | |
| 2 | AGCO | Agco CORP | 株式-資本財 | 6.59% | — | — | |
| 3 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 6.50% | — | — | |
| 4 | FMC | Fmc CORP | 株式-素材 | 6.03% | — | +16.39% | |
| 5 | AYI | Acuity INC | 株式-資本財 | 5.93% | — | +1754.11% | |
| 6 | ALLE | Allegion plc | 株式-資本財 | 5.83% | — | — | |
| 7 | DE | Deere & Co | 株式-資本財 | 5.75% | — | — | |
| 8 | PH | Parker Hannifin CORP | 株式-資本財 | 5.69% | — | +82.44% | |
| 9 | ASH | Ashland INC | 株式-素材 | 5.42% | — | +6.34% | |
| 10 | SHW | Sherwin-williams Co/the | 株式-素材 | 4.80% | — | — | |
| 11 | PII | Polaris INC | 株式-一般消費財 | 4.19% | — | +2865.03% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 3.69% | — | +630.92% | |
| 13 | CARR | Carrier Global CORP | 株式-資本財 | 3.55% | — | — | |
| 14 | PPG | Ppg Industries INC | 株式-素材 | 3.49% | — | — | |
| 15 | WHR | Whirlpool CORP | 株式-一般消費財 | 3.44% | — | — | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 3.01% | — | — | |
| 17 | MMM | 3m Co | 株式-資本財 | 2.89% | — | — | |
| 18 | SWK | Stanley Black & Decker INC | 株式-資本財 | 2.62% | — | -21.21% | |
| 19 | 6D8 | Dupont De Nemours INC | 株式-その他 | 2.60% | — | -82.38% | |
| 20 | LIN | Linde plc | 株式-素材 | 2.59% | — | +34.52% | |
| 21 | ENOV | Enovis Corporation | 株式-その他 | 1.95% | — | -38.33% | |
| 22 | TT | Trane Technologies plc | 株式-資本財 | 1.90% | — | — | |
| 23 | ADNT | Adient plc | 株式-その他 | 1.54% | — | — | |
| 24 | CNH | CNH Industrial N.V. | 株式-資本財 | 1.26% | — | — | |
| 25 | ESI | Element Solutions INC | 株式-素材 | 1.03% | — | -80.98% | |
| 26 | LII | Lennox International INC | 株式-資本財 | 0.64% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AYI | Acuity INC | +5.6% | +1754.11% | 増加 |
| 2 | PII | Polaris INC | +4.1% | +2865.03% | 増加 |
| 3 | PH | Parker Hannifin CORP | +2.8% | +82.44% | 増加 |
| 4 | TSLA | Tesla INC | +2.4% | +630.92% | 増加 |
| 5 | FMC | Fmc CORP | +1% | +16.39% | 増加 |
| 6 | LIN | Linde plc | +0.8% | +34.52% | 増加 |
| 7 | ASH | Ashland INC | +0.3% | +6.34% | 増加 |
| 8 | SWK | Stanley Black & Decker INC | -0.4% | -21.21% | 減少 |
| 9 | ENOV | Enovis Corporation | -1% | -38.33% | 減少 |
| 10 | ESI | Element Solutions INC | -4.8% | -80.98% | 減少 |
| 11 | 6D8 | Dupont De Nemours INC | -12.1% | -82.38% | 減少 |
| 12 | GWW | Ww Grainger INC | — | EXIT | 全売却 |
| 13 | VC | Visteon CORP | — | NEW | 新規購入 |
| 14 | AGCO | Agco CORP | — | NEW | 新規購入 |
| 15 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新規購入 |
| 16 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 17 | ALLE | Allegion plc | — | NEW | 新規購入 |
| 18 | DE | Deere & Co | — | NEW | 新規購入 |
| 19 | GM | General Motors Co | — | EXIT | 全売却 |
| 20 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 21 | INTC | Intel CORP | — | EXIT | 全売却 |
| 22 | GRA1EUR | Wr Grace & Co | — | EXIT | 全売却 |
| 23 | BWA | Borgwarner INC | — | EXIT | 全売却 |
| 24 | CARR | Carrier Global CORP | — | NEW | 新規購入 |
| 25 | PPG | Ppg Industries INC | — | NEW | 新規購入 |
| 26 | WHR | Whirlpool CORP | — | NEW | 新規購入 |
| 27 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 28 | MMM | 3m Co | — | NEW | 新規購入 |
| 29 | WGO | Winnebago Industries | — | EXIT | 全売却 |
| 30 | ADI | Analog Devices INC | — | EXIT | 全売却 |
| 31 | FUL | H.b. Fuller Co. | — | EXIT | 全売却 |
| 32 | NAV | Navistar International CORP | — | EXIT | 全売却 |
| 33 | TT | Trane Technologies plc | — | NEW | 新規購入 |
| 34 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |
| 35 | LEA | Lear CORP | — | EXIT | 全売却 |
| 36 | THO | Thor Industries INC | — | EXIT | 全売却 |
| 37 | TOL | Toll Brothers INC | — | EXIT | 全売却 |
| 38 | ADNT | Adient plc | — | NEW | 新規購入 |
| 39 | CNH | CNH Industrial N.V. | — | NEW | 新規購入 |
| 40 | SWKS | Skyworks Solutions INC | — | EXIT | 全売却 |
| 41 | DOV | Dover CORP | — | EXIT | 全売却 |
| 42 | DAL | Delta Air Lines INC | — | EXIT | 全売却 |
| 43 | TDG | Transdigm Group INC | — | EXIT | 全売却 |
| 44 | LII | Lennox International INC | — | NEW | 新規購入 |
| 45 | TXT | Textron INC | — | EXIT | 全売却 |
| 46 | HOG | Harley-davidson INC | — | EXIT | 全売却 |
| 47 | NVDA | Nvidia CORP | — | EXIT | 全売却 |
| 48 | STLA | Stellantis N.V. | — | EXIT | 全売却 |
| 49 | TKR | Timken Co | — | EXIT | 全売却 |