CIK: 0001986196
申告総資産額
$1.2億
| # | 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 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 14.98% | -2.21% | +0.60% | |
| 2 | CDW | Cdw Corp/de | 株式-IT | 13.68% | -6.87% | EXIT | |
| 3 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 12.25% | — | +8.11% | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 9.66% | -1.91% | -0.76% | |
| 5 | SHW | Sherwin-williams Co/the | 株式-素材 | 9.20% | +0.24% | -12.11% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 9.04% | — | -1.23% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.72% | -1.64% | +65.91% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.27% | -1.01% | +9.76% | |
| 9 | NOW | Servicenow INC | 株式-IT | 6.23% | -1.72% | +1.16% | |
| 10 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 4.05% | -1.31% | — | |
| 11 | AZO | Autozone INC | 株式-一般消費財 | 3.92% | -2.37% | — | |
| 12 | VLTO | Veralto CORP | 株式-資本財 | — | — | — |