CIK: 0000791490
申告総資産額
$10.2億
上位200銘柄を表示中（全266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 | 4.48% | -0.31% | -0.39% | |
| 2 | PEN | Penumbra INC | 株式-ヘルスケア | 3.60% | +0.19% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.44% | -1.14% | -1.46% | |
| 4 | ✓ | J P Morgan Chase And Co | 株式-その他 | 3.24% | -0.27% | -2.57% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.35% | -4.88% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.29% | -0.08% | -1.98% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.12% | — | -0.97% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.03% | -0.34% | -0.92% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | -0.10% | -0.17% | |
| 10 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.80% | — | -1.44% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.72% | +0.43% | -2.09% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.70% | +0.10% | -0.53% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | +0.08% | -0.25% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.20% | -0.93% | |
| 15 | AXP | American Express Co | 株式-金融 | 1.24% | -0.29% | +1.10% | |
| 16 | TGT | Target CORP | 株式-一般消費財 | 1.17% | +0.09% | -0.25% | |
| 17 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.16% | +0.16% | -2.97% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | -2.07% | |
| 19 | ✓ | AT & T, Inc. New | 株式-その他 | 1.13% | — | -0.50% | |
| 20 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.13% | — | -0.14% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.10% | — | +0.76% | |
| 22 | AEP | American Electric Power | 株式-公益事業 | 1.07% | +0.11% | -2.10% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | +0.12% | -0.89% | |
| 24 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.05% | — | -0.81% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.13% | +0.68% | |
| 26 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.97% | — | -1.09% | |
| 27 | WELL | Welltower INC | 株式-不動産 | 0.96% | — | -0.85% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 0.94% | — | -1.39% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.16% | -2.91% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.88% | -0.50% | -1.70% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.87% | +0.09% | -1.62% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | -1.72% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | -0.05% | -0.55% | |
| 34 | C | Citigroup INC | 株式-金融 | 0.82% | — | -3.35% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | -0.02% | -0.15% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.09% | -1.23% | |
| 37 | ✓ | Comcast Corporation | 株式-その他 | 0.81% | — | -3.69% | |
| 38 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.76% | — | -1.64% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.75% | -0.05% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.74% | -0.02% | — | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.09% | -1.04% | |
| 42 | FDX | Fedex CORP | 株式-資本財 | 0.74% | +0.14% | +0.28% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | — | -0.78% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.68% | -0.04% | +0.31% | |
| 45 | MET | Metlife INC | 株式-金融 | 0.68% | — | -5.12% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | -3.83% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.10% | +6.09% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | -0.41% | |
| 49 | GLW | Corning INC | 株式-IT | 0.65% | +0.29% | -0.06% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.09% | -0.63% |
| # | 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% | -0.39% | 減少 |
| 2 | TGT | Target CORP | +0.2% | -0.25% | 減少 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -0.92% | 減少 |
| 4 | UTXZ | United Tech CORP | +0.2% | +39.48% | 増加 |
| 5 | CVS | Cvs Health CORP | +0.2% | +0.76% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.93% | 減少 |
| 7 | INTC | Intel CORP | +0.1% | -0.97% | 減少 |
| 8 | ✓ | AT & T, Inc. New | +0.1% | -0.50% | 減少 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | -2.07% | 減少 |
| 10 | WELL | Welltower INC | +0.1% | -0.85% | 減少 |
| 11 | LRCXEUR | Lam Research CORP | +0.1% | -0.31% | 減少 |
| 12 | VZ | Verizon Communications INC | +0.1% | -0.25% | 減少 |
| 13 | ✓ | J P Morgan Chase And Co | +0.1% | -2.57% | 減少 |
| 14 | SO | Southern Co/the | +0.1% | -1.62% | 減少 |
| 15 | MSFT | Microsoft CORP | +0.1% | -1.46% | 減少 |
| 16 | KHC | Kraft Heinz Co/the | +0.1% | +82.03% | 増加 |
| 17 | PEP | Pepsico INC | +0.1% | -0.53% | 減少 |
| 18 | ✓ | Unum Group | +0.1% | +87.85% | 増加 |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +23.47% | 増加 |
| 20 | DHI | Dr Horton INC | +0.1% | -0.21% | 減少 |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +12.19% | 増加 |
| 22 | CTVA | Corteva INC | -0.1% | -23.34% | 減少 |
| 23 | ✓ | ConocoPhillips | -0.1% | -5.75% | 減少 |
| 24 | GM | General Motors Co | -0.1% | -35.01% | 減少 |
| 25 | SLB | Slb LTD | -0.1% | -64.34% | 減少 |
| 26 | MET | Metlife INC | -0.1% | -5.12% | 減少 |
| 27 | FDX | Fedex CORP | -0.1% | +0.28% | 増加 |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +0.68% | 増加 |
| 29 | GS | Goldman Sachs Group INC | -0.1% | -26.68% | 減少 |
| 30 | GLW | Corning INC | -0.1% | -0.06% | 減少 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.98% | 減少 |
| 32 | 6D8 | Dupont De Nemours INC | -0.1% | -17.93% | 減少 |
| 33 | CVX | Chevron CORP | -0.1% | -2.09% | 減少 |
| 34 | ✓ | Exxon Mobil Corporation | -0.1% | -2.97% | 減少 |
| 35 | DIS | Walt Disney Co/the | -0.1% | -0.17% | 減少 |
| 36 | PFE | Pfizer INC | -0.2% | -0.78% | 減少 |
| 37 | NFLX | Netflix INC | -0.2% | -3.81% | 減少 |
| 38 | ✓ | Cisco Systems, Inc. | -0.2% | -1.44% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.3% | -4.88% | 減少 |
| 40 | PEN | Penumbra INC | -0.7% | — | 変化なし |
| 41 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 42 | HRSEUR | L3harris Technologies INC | — | EXIT | 全売却 |
| 43 | ✓ | — | EXIT | 全売却 | |
| 44 | BX | Blackstone INC | — | NEW | 新規購入 |
| 45 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | FXAIX | Fidelity 500 Index Fund | — | NEW | 新規購入 |
| 48 | APC3EUR | Anadarko Petroleum CORP | — | EXIT | 全売却 |
| 49 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 50 | ✓ | Vodafone Group PLC New Fsponsored Adr 1 Adr Reps 10 Ord Shs | — | EXIT | 全売却 |