CIK: 0001632551
申告総資産額
$8195.0万
上位200銘柄を表示中（全342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 | GIS | General Mills INC | 株式-生活必需品 | 1.08% | — | — | |
| 2 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.91% | — | — | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | +1.15% | +2.50% | |
| 4 | ACN | Accenture plc | 株式-IT | 0.88% | — | — | |
| 5 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.74% | — | — | |
| 6 | XLNXEUR | Xilinx INC | 株式-その他 | 0.72% | — | — | |
| 7 | DG | Dollar General CORP | 株式-生活必需品 | 0.69% | — | — | |
| 8 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.68% | — | — | |
| 9 | SYY | Sysco CORP | 株式-生活必需品 | 0.67% | — | — | |
| 10 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.66% | +0.84% | NEW | |
| 11 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.64% | — | +56.42% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | — | |
| 13 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.63% | — | +32.19% | |
| 14 | CDNS | Cadence Design Sys INC | 株式-IT | 0.60% | — | +68.94% | |
| 15 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.60% | — | — | |
| 16 | AKAM | Akamai Technologies INC | 株式-IT | 0.60% | — | — | |
| 17 | TEL | TE Connectivity plc | 株式-IT | 0.60% | — | — | |
| 18 | KEL | Kellanova | 株式-その他 | 0.59% | — | — | |
| 19 | FTI | TechnipFMC plc | 株式-エネルギー | 0.59% | — | — | |
| 20 | ARMK | Aramark | 株式-資本財 | 0.58% | — | +28.97% | |
| 21 | SYMCEUR | Symantec CORP | 株式-その他 | 0.56% | — | — | |
| 22 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.55% | — | — | |
| 23 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.55% | — | — | |
| 24 | ACH | Accendra Health INC | 株式-その他 | 0.54% | — | +113.41% | |
| 25 | EIX | Edison International | 株式-公益事業 | 0.53% | — | — | |
| 26 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.53% | — | +4.45% | |
| 27 | SBH | Sally Beauty Holdings INC | 株式-その他 | 0.52% | — | +25.74% | |
| 28 | URBN | Urban Outfitters INC | 株式-一般消費財 | 0.52% | — | — | |
| 29 | ✓ | 株式-その他 | 0.51% | — | — | ||
| 30 | HOG | Harley-davidson INC | 株式-一般消費財 | 0.51% | — | — | |
| 31 | BRKR | Bruker CORP | 株式-ヘルスケア | 0.50% | — | +23.53% | |
| 32 | ✓ | Brocade Communications Sys I | 株式-その他 | 0.50% | — | — | |
| 33 | GRMN | Garmin Ltd. | 株式-IT | 0.49% | — | — | |
| 34 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.49% | — | +9.52% | |
| 35 | FLEX | Flex Ltd. | 株式-IT | 0.49% | — | +16.26% | |
| 36 | PVH | Pvh CORP | 株式-一般消費財 | 0.49% | — | — | |
| 37 | ✓ | 株式-その他 | 0.47% | — | — | ||
| 38 | PWR | Quanta Services INC | 株式-資本財 | 0.47% | — | — | |
| 39 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.47% | — | — | |
| 40 | G | Genpact Limited | 株式-IT | 0.47% | — | — | |
| 41 | TRIP | Tripadvisor INC | 株式-その他 | 0.46% | — | — | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | -16.67% | |
| 43 | ✓ | 株式-その他 | 0.46% | — | +78.69% | ||
| 44 | CRM | Salesforce INC | 株式-IT | 0.46% | — | +43.67% | |
| 45 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 0.46% | — | — | |
| 46 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.45% | — | +94.02% | |
| 47 | SNPS | Synopsys INC | 株式-IT | 0.45% | — | — | |
| 48 | COTY | Coty Inc-cl A | 株式-その他 | 0.45% | — | — | |
| 49 | HLF | Herbalife Ltd. | 株式-その他 | 0.45% | — | — | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.44% | — | +36.72% |
| # | 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 | — | EXIT | 全売却 |
| 2 | GIS | General Mills INC | — | NEW | 新規購入 |
| 3 | LULU | Lululemon Athletica INC | — | NEW | 新規購入 |
| 4 | ACN | Accenture plc | — | NEW | 新規購入 |
| 5 | CPRT | Copart INC | — | EXIT | 全売却 |
| 6 | HRL | Hormel Foods CORP | — | NEW | 新規購入 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 8 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 9 | DG | Dollar General CORP | — | NEW | 新規購入 |
| 10 | DPZ | Domino's Pizza INC | — | NEW | 新規購入 |
| 11 | SYY | Sysco CORP | — | NEW | 新規購入 |
| 12 | GME | Gamestop Corp-class A | — | NEW | 新規購入 |
| 13 | SWK | Stanley Black & Decker INC | — | EXIT | 全売却 |
| 14 | NOC | Northrop Grumman CORP | — | EXIT | 全売却 |
| 15 | ✓ | Vantiv INC | — | EXIT | 全売却 |
| 16 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 17 | INFY | Infosys Ltd-sp Adr | — | NEW | 新規購入 |
| 18 | TEL | TE Connectivity plc | — | NEW | 新規購入 |
| 19 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 20 | KEL | Kellanova | — | NEW | 新規購入 |
| 21 | ZBH | Zimmer Biomet Holdings INC | — | EXIT | 全売却 |
| 22 | FTI | TechnipFMC plc | — | NEW | 新規購入 |
| 23 | CPB | THE Campbell's Company | — | EXIT | 全売却 |
| 24 | SAP | Sap Se-sponsored Adr | — | EXIT | 全売却 |
| 25 | SYMCEUR | Symantec CORP | — | NEW | 新規購入 |
| 26 | KLAC | Kla CORP | — | EXIT | 全売却 |
| 27 | TXRH | Texas Roadhouse INC | — | NEW | 新規購入 |
| 28 | AVY | Avery Dennison CORP | — | NEW | 新規購入 |
| 29 | DE | Deere & Co | — | EXIT | 全売却 |
| 30 | EIX | Edison International | — | NEW | 新規購入 |
| 31 | SJM | Jm Smucker Co/the | — | EXIT | 全売却 |
| 32 | INTU | Intuit INC | — | EXIT | 全売却 |
| 33 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 34 | URBN | Urban Outfitters INC | — | NEW | 新規購入 |
| 35 | ✓ | — | NEW | 新規購入 | |
| 36 | HOG | Harley-davidson INC | — | NEW | 新規購入 |
| 37 | TJX | Tjx Companies INC | — | EXIT | 全売却 |
| 38 | ✓ | Brocade Communications Sys I | — | NEW | 新規購入 |
| 39 | EL | Estee Lauder Companies-cl A | — | EXIT | 全売却 |
| 40 | GRMN | Garmin Ltd. | — | NEW | 新規購入 |
| 41 | PVH | Pvh CORP | — | NEW | 新規購入 |
| 42 | STWD | Starwood Property Trust, Inc. | — | EXIT | 全売却 |
| 43 | ISRG | Intuitive Surgical INC | — | EXIT | 全売却 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 46 | UAA | Under Armour Inc-class A | — | NEW | 新規購入 |
| 47 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 48 | G | Genpact Limited | — | NEW | 新規購入 |
| 49 | MNST | Monster Beverage CORP | — | EXIT | 全売却 |
| 50 | TRIP | Tripadvisor INC | — | NEW | 新規購入 |