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 | 48.34% | +0.79% | +3.99% | |
| 2 | ✓ | FedEx Corporation | 株式-その他 | 3.78% | -0.01% | +17.10% | |
| 3 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 3.53% | — | +0.39% | |
| 4 | QCOM | Qualcomm INC | 株式-IT | 3.40% | — | -4.18% | |
| 5 | AXP | American Express Co | 株式-金融 | 3.07% | — | -1.29% | |
| 6 | SU | Suncor Energy INC | 株式-エネルギー | 3.01% | — | -6.74% | |
| 7 | BFH | Bread Financial Holdings INC | 株式-金融 | 2.94% | — | +0.76% | |
| 8 | KMX | Carmax INC | 株式-一般消費財 | 2.80% | — | -6.05% | |
| 9 | ✓ | Cimpress | 株式-その他 | 2.72% | +0.21% | -1.61% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 2.69% | — | -0.20% | |
| 11 | HN9 | Hanesbrands INC | 株式-その他 | 2.50% | — | +0.64% | |
| 12 | AZO | Autozone INC | 株式-一般消費財 | 2.43% | — | -0.91% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.34% | -0.03% | — | |
| 14 | LKQ | Lkq CORP | 株式-一般消費財 | 2.33% | +0.27% | +1.40% | |
| 15 | ✓ | Spectrum Brands Holdings, Inc. | 株式-その他 | 2.26% | — | +0.46% | |
| 16 | INGR | Ingredion INC | 株式-生活必需品 | 2.24% | — | +2.56% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.68% | — | -5.97% | |
| 18 | ✓ | Naspers LTD Adr N Shs | 株式-その他 | 1.55% | — | — | |
| 19 | AN | Autonation INC | 株式-一般消費財 | 1.51% | — | +3.06% | |
| 20 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.48% | — | -0.31% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.40% | -0.01% | +33.83% | |
| 22 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.30% | — | -9.34% | |
| 23 | ✓ | Anheuser-Busch InBev SA/NV | 株式-その他 | 0.20% | — | -12.35% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.17% | — | -91.47% | |
| 25 | FAST | Fastenal Co | 株式-資本財 | 0.17% | — | -13.80% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.15% | — | -35.11% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | -0.22% | +20.37% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | — | -0.58% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.12% | -0.03% | +9.98% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.08% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.05% | -0.02% | +20.40% | |
| 32 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.04% | — | -1.85% | |
| 33 | ✓ | Biglari Cl A | 株式-その他 | 0.04% | -0.03% | +2.27% | |
| 34 | MKL | Markel Group INC | 株式-金融 | 0.04% | -0.56% | — | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.03% | — | — | |
| 36 | ✓ | American Express Company | 株式-その他 | 0.03% | — | -99.21% | |
| 37 | TRUP | Trupanion INC | 株式-その他 | 0.03% | -0.01% | +53.03% | |
| 38 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.03% | — | +3.48% | |
| 39 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 0.02% | — | — | |
| 40 | ✓ | Laboratory Corp. of America | 株式-その他 | 0.02% | — | -25.20% | |
| 41 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.02% | — | +11.87% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.02% | — | — | |
| 43 | CFG | Citizens Financial Group | 株式-金融 | 0.02% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.02% | -0.11% | +0.03% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.01% | +0.01% | +3.14% | |
| 46 | WGO | Winnebago Industries | 株式-その他 | 0.01% | — | — | |
| 47 | GLW | Corning INC | 株式-IT | 0.01% | +0.01% | -3.04% | |
| 48 | C | Citigroup INC | 株式-金融 | 0.01% | — | — | |
| 49 | ✓ | ConocoPhillips | 株式-その他 | 0.01% | — | — | |
| 50 | PSX | Phillips 66 | 株式-エネルギー | 0.01% | — | -78.31% |
| # | 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 | +5.3% | +3.99% | 増加 |
| 2 | ✓ | FedEx Corporation | +0.6% | +17.10% | 増加 |
| 3 | QCOM | Qualcomm INC | +0.5% | -4.18% | 減少 |
| 4 | AZO | Autozone INC | +0.2% | -0.91% | 減少 |
| 5 | WBA | Walgreens Boots Alliance INC | +0.2% | -0.31% | 減少 |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | 変化なし |
| 7 | BAM | Brookfield Asset Management Ltd. | +0.1% | +0.39% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.1% | +33.83% | 増加 |
| 9 | AXP | American Express Co | 0% | -1.29% | 減少 |
| 10 | DIS | Walt Disney Co/the | 0% | +20.37% | 増加 |
| 11 | AAPL | Apple INC | 0% | +9.98% | 増加 |
| 12 | MSFT | Microsoft CORP | 0% | +20.40% | 増加 |
| 13 | JNJ | Johnson & Johnson | 0% | -0.58% | 減少 |
| 14 | TRUP | Trupanion INC | 0% | +53.03% | 増加 |
| 15 | MKL | Markel Group INC | 0% | — | 変化なし |
| 16 | CAT | Caterpillar INC | 0% | +3.14% | 増加 |
| 17 | FAST | Fastenal Co | — | -13.80% | 減少 |
| 18 | LBEUR | L Brands INC | — | -9.33% | 減少 |
| 19 | AMGN | Amgen INC | — | — | 変化なし |
| 20 | ✓ | State Street SPDR S&P 500 ETF Trust | — | +11.87% | 増加 |
| 21 | GLW | Corning INC | — | -3.04% | 減少 |
| 22 | ✓ | Ensco PLC Class A | — | — | 変化なし |
| 23 | XT | Ishar Fture Exp Tech Etf-usd | — | — | 変化なし |
| 24 | HAL | Halliburton Co | — | — | 変化なし |
| 25 | ✓ | Laboratory Corp. of America | 0% | -25.20% | 減少 |
| 26 | ✓ | Jefferies Group INC | 0% | -22.09% | 減少 |
| 27 | WGO | Winnebago Industries | 0% | — | 変化なし |
| 28 | ✓ | Verizon Communications Inc. | 0% | -9.34% | 減少 |
| 29 | PSX | Phillips 66 | -0.1% | -78.31% | 減少 |
| 30 | ABT | Abbott Laboratories | -0.1% | -35.11% | 減少 |
| 31 | ✓ | Anheuser-Busch InBev SA/NV | -0.1% | -12.35% | 減少 |
| 32 | IBM | Intl Business Machines CORP | -0.1% | -5.97% | 減少 |
| 33 | BFH | Bread Financial Holdings INC | -0.1% | +0.76% | 増加 |
| 34 | LKQ | Lkq CORP | -0.1% | +1.40% | 増加 |
| 35 | INGR | Ingredion INC | -0.2% | +2.56% | 増加 |
| 36 | KMX | Carmax INC | -0.3% | -6.05% | 減少 |
| 37 | AN | Autonation INC | -0.3% | +3.06% | 増加 |
| 38 | WFC | Wells Fargo & Co | -0.3% | -0.20% | 減少 |
| 39 | ✓ | Spectrum Brands Holdings, Inc. | -0.4% | +0.46% | 増加 |
| 40 | ✓ | Cimpress | -0.4% | -1.61% | 減少 |
| 41 | SU | Suncor Energy INC | -0.6% | -6.74% | 減少 |
| 42 | HN9 | Hanesbrands INC | -0.7% | +0.64% | 増加 |
| 43 | USB | US Bancorp | -1.9% | -91.47% | 減少 |
| 44 | ✓ | American Express Company | -3.2% | -99.21% | 減少 |
| 45 | ✓ | Naspers LTD Adr N Shs | — | NEW | 新規購入 |
| 46 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 47 | ✓ | Alphabet INC Cl A | — | EXIT | 全売却 |
| 48 | CAG | Conagra Brands INC | — | EXIT | 全売却 |
| 49 | ✓ | Boise Cascade LLC | — | EXIT | 全売却 |
| 50 | ✓ | Taylor Morrison Home Corporati | — | EXIT | 全売却 |