CIK: 0001056527
申告総資産額
$207.8億
上位200銘柄を表示中（全714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 | MSFT | Microsoft CORP | 株式-IT | 5.98% | -2.74% | -18.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.35% | -1.17% | -58.24% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.91% | +0.11% | -28.30% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.78% | -1.13% | -14.07% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | -0.81% | -11.32% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.67% | -1.34% | — | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.55% | +0.01% | -41.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.50% | +0.51% | -7.70% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.71% | — | +8.18% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | -0.82% | +6.84% | |
| 11 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.62% | — | -8.52% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | +0.99% | +5.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | +1.23% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.35% | +0.66% | +11.40% | |
| 15 | LIN | Linde plc | 株式-素材 | 1.19% | — | +138.78% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | -4.68% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.07% | +0.09% | -27.00% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | -19.95% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | -0.08% | +8.12% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.99% | +0.98% | +296.07% | |
| 21 | APD | Air Products & Chemicals INC | 株式-素材 | 0.92% | — | +1400.74% | |
| 22 | BOKF | Bok Financial Corporation | 株式-その他 | 0.89% | — | — | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.85% | — | +209.01% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | -13.65% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | -7.28% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 0.74% | — | +31.11% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.69% | — | -14.45% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | +0.06% | +4.56% | |
| 29 | AMD | Advanced Micro Devices | 株式-IT | 0.60% | +0.20% | -12.20% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.59% | — | +32.58% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.57% | +1.53% | +1.31% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.55% | — | +0.47% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | +0.05% | -7.92% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +12.83% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -4.03% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -9.34% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | — | +7.38% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | +0.15% | -63.45% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | — | +4.73% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.50% | — | +24.20% | |
| 41 | KVUE | Kenvue INC | 株式-生活必需品 | 0.49% | +0.65% | +16.09% | |
| 42 | C | Citigroup INC | 株式-金融 | 0.48% | +0.24% | -1.53% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +29.66% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | +26.14% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | +15.82% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.39% | — | — | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | +0.19% | +0.32% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.37% | +0.05% | -4.27% | |
| 49 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.36% | — | +1.75% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | -18.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IYR | Ishares US Real Estate ETF | +2.7% | NEW | 新規購入 |
| 2 | APD | Air Products & Chemicals INC | +0.9% | +1400.74% | 増加 |
| 3 | LIN | Linde plc | +0.8% | +138.78% | 増加 |
| 4 | QCOM | Qualcomm INC | +0.6% | +209.01% | 増加 |
| 5 | UNH | Unitedhealth Group INC | +0.4% | +6.84% | 増加 |
| 6 | SUB | Ishares Short-term National | +0.4% | NEW | 新規購入 |
| 7 | V | Visa Inc-class A Shares | +0.3% | +8.18% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +1.23% | 増加 |
| 9 | GS | Goldman Sachs Group INC | +0.3% | +31.11% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +5.25% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.3% | +8.12% | 増加 |
| 12 | PLD | Prologis INC | +0.2% | +208.31% | 増加 |
| 13 | CAT | Caterpillar INC | +0.2% | +32.58% | 増加 |
| 14 | AMT | American Tower CORP | +0.2% | +208.13% | 増加 |
| 15 | AAPL | Apple INC | +0.2% | -14.07% | 減少 |
| 16 | EQIX | Equinix INC | +0.2% | +114.85% | 増加 |
| 17 | VRSN | Verisign INC | +0.2% | +1180.33% | 増加 |
| 18 | IBM | Intl Business Machines CORP | +0.2% | +26.14% | 増加 |
| 19 | KVUE | Kenvue INC | +0.2% | +16.09% | 増加 |
| 20 | AXP | American Express Co | +0.2% | +24.20% | 増加 |
| 21 | HSIC | Henry Schein INC | +0.2% | +2121.79% | 増加 |
| 22 | FCX | Freeport-mcmoran INC | +0.2% | +213.49% | 増加 |
| 23 | WELL | Welltower INC | +0.1% | +175.40% | 増加 |
| 24 | COST | Costco Wholesale CORP | -0.1% | -19.95% | 減少 |
| 25 | BKNG | Booking Holdings INC | -0.1% | -48.25% | 減少 |
| 26 | ORCL | Oracle CORP | -0.1% | -47.36% | 減少 |
| 27 | PRKS | United Parks & Resorts INC | -0.1% | -41.66% | 減少 |
| 28 | INTC | Intel CORP | -0.1% | -39.00% | 減少 |
| 29 | SBUX | Starbucks CORP | -0.1% | -64.55% | 減少 |
| 30 | GDDY | Godaddy INC - Class A | -0.1% | -88.40% | 減少 |
| 31 | WRKUSD | Westrock Co | -0.1% | EXIT | 全売却 |
| 32 | CL | Colgate-palmolive Co | -0.1% | -50.42% | 減少 |
| 33 | ISRG | Intuitive Surgical INC | -0.2% | -55.37% | 減少 |
| 34 | LPLA | Lpl Financial Holdings INC | -0.2% | -95.54% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.2% | -11.32% | 減少 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.2% | -7.70% | 減少 |
| 37 | DLTR | Dollar Tree INC | -0.2% | -78.30% | 減少 |
| 38 | MU | Micron Technology INC | -0.3% | -60.72% | 減少 |
| 39 | LULU | Lululemon Athletica INC | -0.3% | -60.91% | 減少 |
| 40 | BN | Brookfield CORP | -0.3% | EXIT | 全売却 |
| 41 | ROST | Ross Stores INC | -0.4% | -87.68% | 減少 |
| 42 | LUV | Southwest Airlines Co | -0.4% | -97.32% | 減少 |
| 43 | ADBE | Adobe INC | -0.4% | -60.34% | 減少 |
| 44 | SNOW | Snowflake INC | -0.4% | -94.91% | 減少 |
| 45 | NFLX | Netflix INC | -0.7% | -63.45% | 減少 |
| 46 | META | Meta Platforms Inc-class A | -0.9% | -41.01% | 減少 |
| 47 | MSFT | Microsoft CORP | -1% | -18.87% | 減少 |
| 48 | AVGO | Broadcom INC | -1.1% | +296.07% | 増加 |
| 49 | NVDA | Nvidia CORP | -1.4% | -28.30% | 減少 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.7% | -58.24% | 減少 |