CIK: 0001032814
申告総資産額
$34.4億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 41.88% | +0.79% | +3.10% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 8.53% | — | -5.19% | |
| 3 | ✓ | Verizon Communications Inc. | 株式-その他 | 5.64% | — | +6.58% | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 5.19% | — | -4.00% | |
| 5 | AFL | Aflac INC | 株式-金融 | 4.24% | — | +0.29% | |
| 6 | ✓ | 株式-その他 | 3.38% | — | -5.41% | ||
| 7 | ✓ | FedEx Corporation | 株式-その他 | 3.36% | -0.01% | — | |
| 8 | ✓ | American Express Company | 株式-その他 | 3.30% | — | +1.09% | |
| 9 | INGR | Ingredion INC | 株式-生活必需品 | 2.96% | — | -0.69% | |
| 10 | AXP | American Express Co | 株式-金融 | 2.95% | — | -3.61% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 2.72% | — | -1.28% | |
| 12 | SU | Suncor Energy INC | 株式-エネルギー | 2.71% | — | +0.74% | |
| 13 | ✓ | Oracle Corporation | 株式-その他 | 2.48% | — | -6.23% | |
| 14 | ✓ | Spectrum Brands Holdings, Inc. | 株式-その他 | 1.92% | — | — | |
| 15 | USB | US Bancorp | 株式-金融 | 1.68% | — | +13.73% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | — | +14.51% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.13% | — | -9.25% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.95% | -0.03% | -3.85% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | — | -0.97% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.02% | +1.00% | |
| 21 | HOG | Harley-davidson INC | 株式-一般消費財 | 0.45% | — | -8.74% | |
| 22 | MKL | Markel Group INC | 株式-金融 | 0.26% | -0.56% | -89.62% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | -7.06% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.14% | — | -93.57% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.13% | -0.03% | -20.27% | |
| 26 | ✓ | Accenture plc | 株式-その他 | 0.11% | — | -94.31% | |
| 27 | CSX | Csx CORP | 株式-資本財 | 0.09% | — | +63.16% | |
| 28 | FAST | Fastenal Co | 株式-資本財 | 0.07% | — | +157.57% | |
| 29 | MEI | Methode Electronics INC | 株式-その他 | 0.07% | — | -0.89% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.05% | -0.22% | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.05% | — | -11.14% | |
| 32 | ✓ | AT & T, Inc. New | 株式-その他 | 0.05% | — | +18.52% | |
| 33 | HAL | Halliburton Co | 株式-エネルギー | 0.04% | — | -3.29% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.04% | — | — | |
| 35 | ✓ | Ensco PLC Class A | 株式-その他 | 0.03% | — | -30.49% | |
| 36 | ✓ | ConocoPhillips | 株式-その他 | 0.03% | — | -11.78% | |
| 37 | GLW | Corning INC | 株式-IT | 0.03% | +0.01% | — | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.03% | -0.11% | +52.06% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.03% | -0.01% | +11.31% | |
| 40 | ✓ | Capital One Financial Corporation | 株式-その他 | 0.03% | — | — | |
| 41 | ✓ | Proshares Short S&p 500 | 株式-その他 | 0.03% | — | — | |
| 42 | ✓ | Visa Inc. | 株式-その他 | 0.02% | — | — | |
| 43 | AVGO | Broadcom Inc. | 株式-IT | 0.02% | — | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.02% | — | — | |
| 45 | MSM | Msc Industrial Direct Co-a | 株式-資本財 | 0.02% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.02% | — | — | |
| 47 | C | Citigroup INC | 株式-金融 | 0.02% | — | — | |
| 48 | ✓ | Leucadia Natl CORP | 株式-その他 | 0.02% | — | — | |
| 49 | ✓ | Smith Micro Software | 株式-その他 | — | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +3.10% | 増加 |
| 2 | ✓ | Verizon Communications Inc. | +0.6% | +6.58% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.3% | +14.51% | 増加 |
| 4 | USB | US Bancorp | +0.2% | +13.73% | 増加 |
| 5 | ✓ | American Express Company | +0.2% | +1.09% | 増加 |
| 6 | INGR | Ingredion INC | +0.2% | -0.69% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.1% | +1.00% | 増加 |
| 8 | FAST | Fastenal Co | +0.1% | +157.57% | 増加 |
| 9 | AFL | Aflac INC | 0% | +0.29% | 増加 |
| 10 | CSX | Csx CORP | 0% | +63.16% | 増加 |
| 11 | BAC | Bank Of America CORP | 0% | +52.06% | 増加 |
| 12 | ✓ | AT & T, Inc. New | 0% | +18.52% | 増加 |
| 13 | AEP | American Electric Power Company, Inc. | 0% | +11.31% | 増加 |
| 14 | AMGN | Amgen INC | 0% | — | 変化なし |
| 15 | ABT | Abbott Laboratories | — | -7.06% | 減少 |
| 16 | ✓ | Leucadia Natl CORP | — | — | 変化なし |
| 17 | HAL | Halliburton Co | — | -3.29% | 減少 |
| 18 | AVGO | Broadcom Inc. | — | — | 変化なし |
| 19 | ✓ | Visa Inc. | — | — | 変化なし |
| 20 | ✓ | Proshares Short S&p 500 | — | — | 変化なし |
| 21 | GLW | Corning INC | — | — | 変化なし |
| 22 | MSM | Msc Industrial Direct Co-a | — | — | 変化なし |
| 23 | ✓ | ConocoPhillips | 0% | -11.78% | 減少 |
| 24 | ✓ | Ensco PLC Class A | 0% | -30.49% | 減少 |
| 25 | AAPL | Apple INC | 0% | -20.27% | 減少 |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | -3.85% | 減少 |
| 27 | EMR | Emerson Electric Co | 0% | -9.25% | 減少 |
| 28 | WMT | Walmart INC | -0.1% | -0.97% | 減少 |
| 29 | SU | Suncor Energy INC | -0.1% | +0.74% | 増加 |
| 30 | WFC | Wells Fargo & Co | -0.2% | -5.19% | 減少 |
| 31 | HOG | Harley-davidson INC | -0.2% | -8.74% | 減少 |
| 32 | ✓ | Oracle Corporation | -0.2% | -6.23% | 減少 |
| 33 | ✓ | -0.2% | -5.41% | 減少 | |
| 34 | QCOM | Qualcomm INC | -0.3% | -1.28% | 減少 |
| 35 | AXP | American Express Co | -0.4% | -3.61% | 減少 |
| 36 | IBM | Intl Business Machines CORP | -0.6% | -4.00% | 減少 |
| 37 | MCD | Mcdonald's CORP | -1.7% | -93.57% | 減少 |
| 38 | ✓ | Accenture plc | -1.7% | -94.31% | 減少 |
| 39 | MKL | Markel Group INC | -2% | -89.62% | 減少 |
| 40 | ✓ | FedEx Corporation | — | NEW | 新規購入 |
| 41 | ✓ | Spectrum Brands Holdings, Inc. | — | NEW | 新規購入 |
| 42 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 43 | ✓ | UnitedHealth Group Incorporated | — | EXIT | 全売却 |
| 44 | PM | Philip Morris International | — | EXIT | 全売却 |
| 45 | ✓ | Alphabet INC Cl A | — | EXIT | 全売却 |
| 46 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 47 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 48 | PG | Procter & Gamble Co/the | — | NEW | 新規購入 |
| 49 | ✓ | Duke Energy Corporation | — | EXIT | 全売却 |
| 50 | ✓ | Smith Micro Software INC | — | EXIT | 全売却 |