CIK: 0001352512
申告総資産額
$23.4億
上位200銘柄を表示中（全269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 | 3.33% | — | -2.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.85% | — | -1.28% | |
| 3 | PEP | Pepsico INC | 株式-生活必需品 | 2.11% | — | -2.09% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.68% | — | -0.59% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | — | -4.14% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.59% | — | -0.90% | |
| 7 | ✓ | NVIDIA Corporation | 株式-その他 | 1.47% | — | -2.64% | |
| 8 | ✓ | Alphabet Inc. | 株式-その他 | 1.39% | — | +0.03% | |
| 9 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.29% | — | -2.07% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 1.25% | — | +0.54% | |
| 11 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.18% | — | -22.34% | |
| 12 | ✓ | Salesforce, Inc. | 株式-その他 | 1.17% | — | -0.87% | |
| 13 | MPWR | Monolithic Power Systems INC | 株式-IT | 1.17% | — | +38.28% | |
| 14 | ✓ | Vertex Pharmaceuticals Incorporated | 株式-その他 | 1.15% | — | -18.92% | |
| 15 | ✓ | Visa Inc. | 株式-その他 | 1.15% | — | -0.75% | |
| 16 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.14% | — | -0.66% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -0.40% | |
| 18 | ✓ | Accenture plc | 株式-その他 | 1.12% | — | -1.09% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.11% | — | +0.56% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | — | -2.06% | |
| 21 | XLF | Ss Financial Select Sector | ETF-その他 | 1.09% | — | +4.35% | |
| 22 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 1.04% | — | +44.87% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.04% | — | -4.23% | |
| 24 | ✓ | Global Payments | 株式-その他 | 1.02% | — | -0.39% | |
| 25 | ✓ | BlackRock, Inc. | 株式-その他 | 1.01% | — | +3.11% | |
| 26 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.99% | — | -0.35% | |
| 27 | SPLKCHF | Splunk INC | 株式-その他 | 0.99% | — | -4.96% | |
| 28 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.98% | — | -1.16% | |
| 29 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.96% | — | -1.76% | |
| 30 | RMD | Resmed INC | 株式-ヘルスケア | 0.93% | — | -5.66% | |
| 31 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.92% | — | +9.68% | |
| 32 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.92% | — | -3.85% | |
| 33 | ✓ | PayPal Holdings, Inc. | 株式-その他 | 0.91% | — | -23.82% | |
| 34 | ✓ | EPAM Systems, Inc. | 株式-その他 | 0.88% | — | +1.64% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -2.53% | |
| 36 | CHGG | Chegg INC | 株式-生活必需品 | 0.83% | — | -37.52% | |
| 37 | ✓ | ServiceNow Inc. | 株式-その他 | 0.81% | — | — | |
| 38 | ✓ | Broadcom Inc. | 株式-その他 | 0.81% | — | -0.96% | |
| 39 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.79% | — | +0.53% | |
| 40 | ✓ | Equinix, Inc. | 株式-その他 | 0.79% | — | +1.36% | |
| 41 | FAST | Fastenal Co | 株式-資本財 | 0.78% | — | +0.03% | |
| 42 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 0.77% | — | -0.65% | |
| 43 | BAX | Baxter International INC | 株式-ヘルスケア | 0.77% | — | +1.16% | |
| 44 | TYL | Tyler Technologies INC | 株式-IT | 0.77% | — | +0.96% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -3.20% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.75% | — | +102.27% | |
| 47 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.75% | — | -0.74% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.74% | — | +0.73% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | — | -5.27% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | — | -0.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | -2.03% | 減少 |
| 2 | MPWR | Monolithic Power Systems INC | +0.5% | +38.28% | 増加 |
| 3 | PANW | Palo Alto Networks INC | +0.4% | +102.27% | 増加 |
| 4 | ✓ | UnitedHealth Group Incorporated | +0.3% | +44.87% | 増加 |
| 5 | BALL | Ball CORP | +0.2% | +83.70% | 増加 |
| 6 | ✓ | NVIDIA Corporation | +0.2% | -2.64% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.2% | -1.28% | 減少 |
| 8 | AMZN | Amazon.com INC | +0.2% | -4.14% | 減少 |
| 9 | SPLKCHF | Splunk INC | +0.2% | -4.96% | 減少 |
| 10 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.2% | +44.18% | 増加 |
| 11 | ✓ | Signature Bk New York N Y | +0.2% | +59.98% | 増加 |
| 12 | EMR | Emerson Electric Co | +0.2% | +32.33% | 増加 |
| 13 | ✓ | Meta Platforms, Inc. | +0.2% | -2.07% | 減少 |
| 14 | HD | Home Depot INC | +0.1% | -0.40% | 減少 |
| 15 | ✓ | PayPal Holdings, Inc. | +0.1% | -23.82% | 減少 |
| 16 | ✓ | EPAM Systems, Inc. | +0.1% | +1.64% | 増加 |
| 17 | FAST | Fastenal Co | +0.1% | +0.03% | 増加 |
| 18 | DOW | Dow INC | +0.1% | +8.43% | 増加 |
| 19 | ✓ | Salesforce, Inc. | +0.1% | -0.87% | 減少 |
| 20 | ✓ | Accenture plc | +0.1% | -1.09% | 減少 |
| 21 | ✓ | IDEXX Laboratories, Inc. | +0.1% | -0.65% | 減少 |
| 22 | ✓ | Broadcom Inc. | +0.1% | -0.96% | 減少 |
| 23 | WY | Weyerhaeuser Co | +0.1% | +10.79% | 増加 |
| 24 | ✓ | BlackRock, Inc. | +0.1% | +3.11% | 増加 |
| 25 | ✓ | AbbVie Inc. | +0.1% | -0.77% | 減少 |
| 26 | ✓ | Alibaba Group Holding Limited | +0.1% | +20.59% | 増加 |
| 27 | ✓ | Alphabet Inc. | 0% | +0.03% | 増加 |
| 28 | MRSH | Marsh & Mclennan Cos | 0% | -1.16% | 減少 |
| 29 | RMD | Resmed INC | 0% | -5.66% | 減少 |
| 30 | ✓ | Techtronic INDS LTD SP ADR | 0% | -14.19% | 減少 |
| 31 | SAP | Sap Se-sponsored Adr | 0% | -0.53% | 減少 |
| 32 | ✓ | Visa Inc. | 0% | -0.75% | 減少 |
| 33 | ✓ | Cisco Systems, Inc. | — | -0.35% | 減少 |
| 34 | ✓ | Global Payments | 0% | -0.39% | 減少 |
| 35 | WST | West Pharmaceutical Services | 0% | -22.34% | 減少 |
| 36 | ZTS | Zoetis INC | 0% | -0.66% | 減少 |
| 37 | XLF | Ss Financial Select Sector | 0% | +4.35% | 増加 |
| 38 | ✓ | Costco Wholesale Corporation | 0% | +9.68% | 増加 |
| 39 | ABT | Abbott Laboratories | -0.1% | -0.90% | 減少 |
| 40 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.2% | -87.90% | 減少 |
| 41 | PEP | Pepsico INC | -0.2% | -2.09% | 減少 |
| 42 | WNSN | Wns Holdings Ltd-adr | -0.2% | -53.00% | 減少 |
| 43 | ✓ | Penumbra Inc | -0.5% | -49.06% | 減少 |
| 44 | SYK | Stryker CORP | -0.6% | -46.20% | 減少 |
| 45 | ✓ | ServiceNow Inc. | — | NEW | 新規購入 |
| 46 | AMED | Amedisys INC | — | NEW | 新規購入 |
| 47 | ✓ | RTX Corporation | — | NEW | 新規購入 |
| 48 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 49 | ✓ | Ulta Beauty, Inc. | — | EXIT | 全売却 |
| 50 | ✓ | Ishares INC Msci Japan ETF | — | NEW | 新規購入 |