CIK: 0001568887
申告総資産額
$15.8億
| # | 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 | GOOG | Alphabet A | 株式-通信サービス | 8.67% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 8.57% | +1.21% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 7.12% | +0.09% | — | |
| 4 | INTC | Intel CORP | 株式-IT | 6.85% | +0.29% | — | |
| 5 | XLNXEUR | Xilinx INC | 株式-その他 | 6.50% | -0.37% | -5.90% | |
| 6 | FAST | Fastenal Co | 株式-資本財 | 5.12% | -0.10% | — | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 4.94% | — | — | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 4.91% | — | -7.77% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 4.79% | — | -6.96% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 4.72% | — | — | |
| 11 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 4.65% | -1.65% | +100.00% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 4.61% | — | — | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 3.78% | +0.68% | -15.66% | |
| 14 | UTXZ | United Tech CORP | 株式-その他 | 3.50% | — | — | |
| 15 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 3.32% | — | — | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 3.27% | — | — | |
| 17 | ORCL | Oracle CORP | 株式-IT | 3.10% | -2.63% | EXIT | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 2.92% | +0.02% | -16.08% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.33% | — | — | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.97% | -0.28% | — | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.88% | +0.20% | — | |
| 22 | TECD1USD | Tech Data CORP | 株式-その他 | 1.58% | — | — | |
| 23 | SRCLEUR | Stericycle INC | 株式-その他 | 0.91% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLNXEUR | Xilinx INC | +0.8% | -5.90% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.8% | — | 変化なし |
| 3 | QCOM | Qualcomm INC | +0.4% | — | 変化なし |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | — | 変化なし |
| 5 | FAST | Fastenal Co | +0.3% | — | 変化なし |
| 6 | TECD1USD | Tech Data CORP | +0.3% | — | 変化なし |
| 7 | ORCL | Oracle CORP | +0.3% | — | 変化なし |
| 8 | ADBE | Adobe INC | +0.2% | — | 変化なし |
| 9 | IBM | Intl Business Machines CORP | +0.2% | — | 変化なし |
| 10 | TXN | Texas Instruments INC | +0.2% | — | 変化なし |
| 11 | UTXZ | United Tech CORP | +0.2% | — | 変化なし |
| 12 | AMT | American Tower CORP | +0.2% | — | 変化なし |
| 13 | GOOG | Alphabet A | +0.1% | — | 変化なし |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.1% | +100.00% | 増加 |
| 15 | INTC | Intel CORP | +0.1% | — | 変化なし |
| 16 | SRCLEUR | Stericycle INC | — | — | 変化なし |
| 17 | AMAT | Applied Materials INC | 0% | -15.66% | 減少 |
| 18 | DHR | Danaher CORP | 0% | — | 変化なし |
| 19 | AAPL | Apple INC | -0.2% | — | 変化なし |
| 20 | CSCO | Cisco Systems INC | -0.3% | -6.96% | 減少 |
| 21 | EXPD | Expeditors Intl Wash INC | -0.3% | — | 変化なし |
| 22 | ITW | Illinois Tool Works | -0.6% | -16.08% | 減少 |
| 23 | AEP | American Electric Power Company, Inc. | -0.7% | -7.77% | 減少 |
| 24 | KLAC | Kla CORP | — | EXIT | 全売却 |
| 25 | ADI | Analog Devices INC | — | EXIT | 全売却 |