CIK: 0001798150
申告総資産額
$14.5億
上位200銘柄を表示中（全425銘柄）
| # | 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 | AAPL | Apple INC | 株式-IT | 8.19% | +0.04% | -0.65% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.24% | -1.19% | +1.06% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 6.90% | -0.13% | +0.70% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.93% | -0.98% | -0.24% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.84% | -0.18% | -0.06% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 5.71% | -1.09% | -0.24% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 3.94% | -0.25% | -0.14% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.20% | +0.02% | +1.11% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.30% | +0.09% | -1.10% | |
| 10 | PWR | Quanta Services INC | 株式-資本財 | 2.02% | -0.27% | -3.05% | |
| 11 | PGR | Progressive CORP | 株式-金融 | 1.97% | -0.12% | -31.78% | |
| 12 | NVR | Nvr INC | 株式-一般消費財 | 1.88% | — | -0.89% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.84% | — | -2.56% | |
| 14 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.80% | +0.09% | -0.99% | |
| 15 | PNC | Pnc Financial Services Group | 株式-金融 | 1.80% | — | -1.46% | |
| 16 | FSLR | First Solar INC | 株式-IT | 1.75% | -1.93% | +1.54% | |
| 17 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.74% | — | -0.00% | |
| 18 | RMD | Resmed INC | 株式-ヘルスケア | 1.53% | +0.03% | -0.49% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.52% | -0.27% | +0.76% | |
| 20 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.50% | -0.73% | +1.65% | |
| 21 | CMS | Cms Energy CORP | 株式-公益事業 | 1.37% | +0.25% | -0.14% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.36% | -0.09% | +6.24% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.35% | — | -0.55% | |
| 24 | AWK | American Water Works Co INC | 株式-公益事業 | 1.33% | +0.14% | — | |
| 25 | OWL | Blue Owl Capital INC | 株式-金融 | 1.29% | — | — | |
| 26 | LIN | Linde plc | 株式-素材 | 1.28% | +0.31% | -0.48% | |
| 27 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.20% | — | +0.74% | |
| 28 | AON | Aon plc | 株式-金融 | 1.18% | -0.03% | -1.15% | |
| 29 | BE | Bloom Energy Corp- A | 株式-資本財 | 1.14% | +0.19% | -0.23% | |
| 30 | GTLS | Chart Industries INC | 株式-資本財 | 1.10% | — | -0.80% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.10% | -0.11% | -0.07% | |
| 32 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.10% | — | -0.73% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | -0.33% | +0.14% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.99% | — | +0.52% | |
| 35 | VLTO | Veralto CORP | 株式-資本財 | 0.95% | -0.04% | -0.10% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.90% | +0.37% | +102.57% | |
| 37 | VMI | Valmont Industries | 株式-資本財 | 0.89% | — | +0.53% | |
| 38 | TYL | Tyler Technologies INC | 株式-IT | 0.86% | -0.14% | -0.31% | |
| 39 | ANET | Arista Networks INC | 株式-IT | 0.80% | +0.01% | — | |
| 40 | ASML | ASML Holding N.V. | 株式-IT | 0.71% | — | +1.52% | |
| 41 | NVT | nVent Electric plc | 株式-資本財 | 0.65% | +0.13% | — | |
| 42 | BIPC | Brookfield Infrastructure-a | 株式-公益事業 | 0.55% | -0.04% | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.15% | -5.00% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.48% | — | -3.55% | |
| 45 | ADI | Analog Devices INC | 株式-IT | 0.39% | +0.21% | — | |
| 46 | HASI | Ha Sustainable Infrastructur | 株式-金融 | 0.35% | +0.08% | -0.47% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | -1.69% | |
| 48 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.29% | +0.07% | -3.29% | |
| 49 | ONT | Onterris INC | 株式-その他 | 0.28% | -0.03% | -0.43% | |
| 50 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.25% | — | -77.65% |