CIK: 0000791490
申告総資産額
$10.2億
上位200銘柄を表示中（全253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 | 6.88% | -0.31% | -1.73% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.10% | -1.14% | -0.54% | |
| 3 | PEN | Penumbra INC | 株式-ヘルスケア | 4.06% | +0.19% | -5.08% | |
| 4 | ✓ | J P Morgan Chase And Co | 株式-その他 | 2.66% | -0.27% | +0.45% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.56% | +0.35% | +0.00% | |
| 6 | INTC | Intel CORP | 株式-IT | 2.45% | — | -0.83% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.41% | -0.34% | +1.23% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.93% | -0.08% | -2.46% | |
| 9 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.73% | — | +0.14% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.63% | +0.10% | +0.06% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.62% | +0.08% | +1.21% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | -0.20% | -3.04% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.56% | -0.10% | -1.32% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.37% | -0.13% | +2.23% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | +0.43% | -0.00% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.34% | -0.10% | +0.50% | |
| 17 | TGT | Target CORP | 株式-一般消費財 | 1.28% | +0.09% | -0.18% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.22% | — | +4.90% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.13% | -0.02% | +4.33% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -0.11% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.06% | -0.29% | -1.85% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | +0.12% | +0.69% | |
| 23 | AEP | American Electric Power | 株式-公益事業 | 0.96% | +0.11% | +3.48% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.16% | -0.21% | |
| 25 | ✓ | AT & T, Inc. New | 株式-その他 | 0.92% | — | +0.31% | |
| 26 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.91% | — | -4.51% | |
| 27 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.89% | — | -1.42% | |
| 28 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.89% | — | -1.45% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.89% | -0.50% | -0.66% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.09% | -0.28% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.85% | -0.05% | +1.20% | |
| 32 | ALL | Allstate CORP | 株式-金融 | 0.83% | — | -1.92% | |
| 33 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | +6.19% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.81% | — | +3.58% | |
| 35 | ✓ | Comcast Corporation | 株式-その他 | 0.81% | — | +2.42% | |
| 36 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.76% | -0.04% | +0.98% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.76% | +0.09% | +1.07% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | -0.05% | +2.27% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.71% | — | +10.06% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.09% | +1.00% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -1.93% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -0.93% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.68% | +0.14% | +3.41% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.68% | — | +1.09% | |
| 45 | ✓ | Novartis AG | 株式-その他 | 0.67% | +0.07% | -0.27% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.65% | -0.02% | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | +2.05% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | -0.06% | -0.09% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.63% | — | -4.41% | |
| 50 | WELL | Welltower INC | 株式-不動産 | 0.62% | — | +1.99% |
| # | 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 | +1.1% | -1.73% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.4% | -0.54% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.2% | +0.50% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +2.23% | 増加 |
| 5 | GS | Goldman Sachs Group INC | +0.2% | +57.30% | 増加 |
| 6 | ✓ | Aes CORP | +0.2% | +661.72% | 増加 |
| 7 | BG | Bunge Global SA | +0.1% | +226.50% | 増加 |
| 8 | ABBV | Abbvie INC | +0.1% | +4.33% | 増加 |
| 9 | TGT | Target CORP | +0.1% | -0.18% | 減少 |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | +1.23% | 増加 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | +12.11% | 増加 |
| 12 | C | Citigroup INC | +0.1% | +10.06% | 増加 |
| 13 | LRCXEUR | Lam Research CORP | +0.1% | +0.30% | 増加 |
| 14 | DHI | Dr Horton INC | +0.1% | -1.46% | 減少 |
| 15 | HD | Home Depot INC | +0.1% | -1.93% | 減少 |
| 16 | PH | Parker Hannifin CORP | +0.1% | -1.53% | 減少 |
| 17 | DOW | Dow INC | +0.1% | -1.54% | 減少 |
| 18 | 6D8 | Dupont De Nemours INC | +0.1% | -7.41% | 減少 |
| 19 | CVX | Chevron CORP | +0.1% | -0.00% | 減少 |
| 20 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.09% | 減少 |
| 21 | GLW | Corning INC | +0.1% | +1.17% | 増加 |
| 22 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +5.69% | 増加 |
| 23 | MA | Mastercard INC - A | 0% | +1.20% | 増加 |
| 24 | AMAT | Applied Materials INC | 0% | -0.57% | 減少 |
| 25 | OEF | Ishares S&p 100 ETF | 0% | +0.98% | 増加 |
| 26 | NFLX | Netflix INC | 0% | +1.09% | 増加 |
| 27 | BMY | Bristol-myers Squibb Co | 0% | +16.87% | 増加 |
| 28 | ✓ | Cisco Systems, Inc. | 0% | +0.14% | 増加 |
| 29 | V | Visa Inc-class A Shares | 0% | +1.00% | 増加 |
| 30 | GOOGL | Alphabet Inc-cl A | — | -3.04% | 減少 |
| 31 | CHD | Church & Dwight Co INC | — | -1.45% | 減少 |
| 32 | D | Dominion Energy INC | — | +6.19% | 増加 |
| 33 | FDX | Fedex CORP | — | +3.41% | 増加 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.93% | 減少 |
| 35 | ✓ | Comcast Corporation | 0% | +2.42% | 増加 |
| 36 | ABT | Abbott Laboratories | 0% | -0.28% | 減少 |
| 37 | CVS | Cvs Health CORP | 0% | +4.90% | 増加 |
| 38 | BABA | Alibaba Group Holding-sp Adr | 0% | +3.58% | 増加 |
| 39 | BAC | Bank Of America CORP | 0% | +2.27% | 増加 |
| 40 | ORCL | Oracle CORP | 0% | -0.66% | 減少 |
| 41 | TRV | Travelers Cos Inc/the | 0% | -1.42% | 減少 |
| 42 | DIS | Walt Disney Co/the | -0.1% | -1.32% | 減少 |
| 43 | PEP | Pepsico INC | -0.1% | +0.06% | 増加 |
| 44 | INTC | Intel CORP | -0.2% | -0.83% | 減少 |
| 45 | JNJ | Johnson & Johnson | -0.3% | +0.00% | 増加 |
| 46 | ✓ | J P Morgan Chase And Co | -0.3% | +0.45% | 増加 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -2.46% | 減少 |
| 48 | PEN | Penumbra INC | -0.5% | -5.08% | 減少 |
| 49 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 50 | UTXZ | United Tech CORP | — | EXIT | 全売却 |