CIK: 0001727353
申告総資産額
$1.4億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 13.84% | -2.13% | +26.47% | |
| 2 | MLM | Martin Marietta Materials | 株式-素材 | 13.52% | +0.79% | +57.14% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 12.68% | +2.22% | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 12.56% | +2.19% | +26.23% | |
| 5 | TDG | Transdigm Group INC | 株式-資本財 | 11.86% | +2.07% | -13.04% | |
| 6 | MCO | Moody's CORP | 株式-金融 | 11.58% | +3.53% | +81.25% | |
| 7 | GE | General Electric | 株式-資本財 | 10.64% | +2.09% | — | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.92% | — | — | |
| 9 | SHW | Sherwin-williams Co/the | 株式-素材 | 3.59% | -0.35% | — | |
| 10 | WCN | Waste Connections INC | 株式-資本財 | 2.34% | -0.40% | -51.72% | |
| 11 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.48% | — | -93.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | 新規購入 |
| 2 | MLM | Martin Marietta Materials | — | NEW | 新規購入 |
| 3 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 4 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 5 | TDG | Transdigm Group INC | — | NEW | 新規購入 |
| 6 | MCO | Moody's CORP | — | NEW | 新規購入 |
| 7 | GE | General Electric | — | NEW | 新規購入 |
| 8 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 9 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 10 | WCN | Waste Connections INC | — | NEW | 新規購入 |
| 11 | CP | Canadian Pacific Kansas City | — | NEW | 新規購入 |