CIK: 0000898427
申告総資産額
$2.6億
上位200銘柄を表示中（全1325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 | 2.59% | -0.96% | -10.13% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -1.12% | -8.26% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.46% | -1.79% | -9.13% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | -1.16% | -3.62% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | -0.41% | -6.46% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.99% | +22.57% | +1.46% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | -0.81% | +2.84% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +5.71% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.46% | -19.88% | |
| 10 | ADBE | Adobe INC | 株式-IT | 0.86% | -0.38% | -3.50% | |
| 11 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.85% | — | +19.78% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.81% | -0.20% | -0.29% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | -2.19% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.77% | -1.37% | -14.17% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 0.75% | -0.36% | EXIT | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -14.81% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 0.69% | — | +3.76% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +23.85% | |
| 19 | CNH | CNH Industrial N.V. | 株式-資本財 | 0.66% | — | -9.39% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.65% | — | +47.22% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 0.65% | — | +5.43% | |
| 22 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.62% | — | +1.78% | |
| 23 | PTC | Ptc INC | 株式-IT | 0.62% | — | -4.53% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | +0.49% | |
| 25 | AXP | American Express Co | 株式-金融 | 0.60% | -0.34% | -21.85% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.59% | — | -26.75% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | — | +7.72% | |
| 28 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.58% | — | -10.71% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | -0.08% | |
| 30 | PH | Parker Hannifin CORP | 株式-資本財 | 0.57% | — | -12.66% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.56% | — | +1.67% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | -29.29% | |
| 33 | WP | Worldpay Inc-class A | 株式-その他 | 0.54% | — | -16.87% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +42.78% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | -11.32% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.53% | -0.13% | EXIT | |
| 37 | FTI | TechnipFMC plc | 株式-エネルギー | 0.52% | — | +2.54% | |
| 38 | UBS | UBS Group AG | 株式-金融 | 0.52% | — | +2.35% | |
| 39 | BIIB | Biogen INC | 株式-ヘルスケア | 0.50% | — | +0.49% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | +9.78% | |
| 41 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.48% | — | -40.53% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | +2.50% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | -9.12% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.46% | — | -1.97% | |
| 45 | ILMN | Illumina INC | 株式-ヘルスケア | 0.46% | — | -3.91% | |
| 46 | TRMB | Trimble INC | 株式-IT | 0.45% | — | -4.49% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | -9.52% | |
| 48 | RTN1USD | Raytheon Company | 株式-その他 | 0.43% | — | +48.32% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | -2.24% | |
| 50 | CGNX | Cognex CORP | 株式-IT | 0.43% | — | -3.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADSK | Autodesk INC | +0.2% | +104.78% | 増加 |
| 2 | CHTR | Charter Communications Inc-a | +0.2% | +457.05% | 増加 |
| 3 | CACC | Credit Acceptance CORP | +0.2% | +481.81% | 増加 |
| 4 | HD | Home Depot INC | +0.2% | +42.78% | 増加 |
| 5 | INTC | Intel CORP | +0.2% | +47.22% | 増加 |
| 6 | RTN1USD | Raytheon Company | +0.2% | +48.32% | 増加 |
| 7 | COP | Conocophillips | +0.1% | +173.58% | 増加 |
| 8 | UPS | United Parcel Service-cl B | +0.1% | +78.26% | 増加 |
| 9 | AER | AerCap Holdings N.V. | +0.1% | +4354.71% | 増加 |
| 10 | AAPL | Apple INC | +0.1% | -10.13% | 減少 |
| 11 | PEP | Pepsico INC | +0.1% | +23.85% | 増加 |
| 12 | TRV | Travelers Cos Inc/the | +0.1% | +405.80% | 増加 |
| 13 | SRG | Seritage Growth Prop- A | +0.1% | +319.67% | 増加 |
| 14 | WDC | Western Digital CORP | +0.1% | +587.67% | 増加 |
| 15 | AZPNUSD | Aspen Technology INC | +0.1% | +51.68% | 増加 |
| 16 | AKX | Ansys INC | +0.1% | +81.77% | 増加 |
| 17 | DOV | Dover CORP | +0.1% | +619.81% | 増加 |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.29% | 減少 |
| 19 | HON | Honeywell International INC | +0.1% | +3.76% | 増加 |
| 20 | MDT | Medtronic plc | +0.1% | +5.43% | 増加 |
| 21 | AMZN | Amazon.com INC | +0.1% | -8.26% | 減少 |
| 22 | UNH | Unitedhealth Group INC | +0.1% | +5.71% | 増加 |
| 23 | ILMN | Illumina INC | +0.1% | -3.91% | 減少 |
| 24 | BIDU | Baidu INC - Spon Adr | +0.1% | +19.78% | 増加 |
| 25 | ✓ | Ultimate Software Group INC | -0.1% | -52.85% | 減少 |
| 26 | LKQ | Lkq CORP | -0.1% | -57.38% | 減少 |
| 27 | ROP | Roper Technologies INC | -0.1% | -31.24% | 減少 |
| 28 | DRI | Darden Restaurants INC | -0.1% | -43.29% | 減少 |
| 29 | BFH | Bread Financial Holdings INC | -0.1% | -47.93% | 減少 |
| 30 | APTV | Aptiv PLC | -0.1% | -25.82% | 減少 |
| 31 | COO | The Cooper Companies, Inc. | -0.1% | -63.38% | 減少 |
| 32 | HXL | Hexcel CORP | -0.1% | -55.24% | 減少 |
| 33 | ALXN | Alexion Pharmaceuticals INC | -0.1% | -29.29% | 減少 |
| 34 | AMT | American Tower CORP | -0.1% | -30.16% | 減少 |
| 35 | UNP | Union Pacific CORP | -0.1% | -30.95% | 減少 |
| 36 | AXP | American Express Co | -0.1% | -21.85% | 減少 |
| 37 | MNST | Monster Beverage CORP | -0.1% | -57.24% | 減少 |
| 38 | VLO | Valero Energy CORP | -0.1% | -40.10% | 減少 |
| 39 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -33.77% | 減少 |
| 40 | EOG | Eog Resources INC | -0.1% | -31.80% | 減少 |
| 41 | CRM | Salesforce INC | -0.1% | -26.75% | 減少 |
| 42 | BKNG | Booking Holdings INC | -0.2% | -26.37% | 減少 |
| 43 | MRK | Merck & Co. INC. | -0.2% | -29.29% | 減少 |
| 44 | DVN | Devon Energy CORP | -0.2% | -96.62% | 減少 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +1.46% | 増加 |
| 46 | IPGP | Ipg Photonics CORP | -0.2% | -8.58% | 減少 |
| 47 | META | Meta Platforms Inc-class A | -0.5% | -19.88% | 減少 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | SEIC | Sei Investments Company | — | EXIT | 全売却 |
| 50 | KKR | Kkr & Co INC | — | NEW | 新規購入 |