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 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 14.97% | — | -23.91% | |
| 2 | IFF | Intl Flavors & Fragrances | 株式-素材 | 13.90% | — | -48.55% | |
| 3 | ETN | Eaton Corporation plc | 株式-資本財 | 9.98% | — | +170.01% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 7.57% | — | +795.94% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.70% | — | — | |
| 6 | GM | General Motors Co | 株式-一般消費財 | 4.54% | — | -47.37% | |
| 7 | FCX | Freeport-mcmoran INC | 株式-素材 | 4.36% | — | -38.72% | |
| 8 | ALLE | Allegion plc | 株式-資本財 | 4.03% | — | — | |
| 9 | OLED | Universal Display CORP | 株式-IT | 3.96% | — | -33.91% | |
| 10 | CTVA | Corteva INC | 株式-素材 | 3.18% | — | -53.79% | |
| 11 | CRH | CRH plc | 株式-素材 | 3.14% | — | -62.25% | |
| 12 | RTX | Rtx CORP | 株式-資本財 | 3.08% | — | — | |
| 13 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 3.07% | — | — | |
| 14 | APD | Air Products & Chemicals INC | 株式-素材 | 2.44% | — | — | |
| 15 | FERG | Ferguson Enterprises INC | 株式-資本財 | 2.15% | — | — | |
| 16 | CARR | Carrier Global CORP | 株式-資本財 | 2.08% | — | -70.50% | |
| 17 | MMM | 3m Co | 株式-資本財 | 1.56% | — | -29.20% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.37% | — | — | |
| 19 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.26% | — | — | |
| 20 | APTV | Aptiv PLC | 株式-一般消費財 | 1.02% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | — | |
| 22 | TRMB | Trimble INC | 株式-IT | 1.01% | — | — | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | — | |
| 24 | OSK | Oshkosh CORP | 株式-資本財 | 0.99% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | — | |
| 26 | CMI | Cummins INC | 株式-資本財 | 0.75% | — | — | |
| 27 | ESI | Element Solutions INC | 株式-素材 | 0.68% | — | -69.17% | |
| 28 | WLK | Westlake CORP | 株式-素材 | 0.50% | — | — | |
| 29 | TT | Trane Technologies plc | 株式-資本財 | 0.49% | — | -87.35% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.32% | — | -83.97% |