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 | 14.00% | -2.21% | -3.74% | |
| 2 | CDW | Cdw Corp/de | 株式-IT | 13.76% | -6.87% | EXIT | |
| 3 | FERG | Ferguson Enterprises Inc. | 株式-資本財 | 12.79% | — | -4.22% | |
| 4 | SPGI | S&p Global INC | 株式-金融 | 10.43% | -1.91% | -3.59% | |
| 5 | SHW | Sherwin-williams Co/the | 株式-素材 | 10.03% | +0.24% | -4.06% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 7.63% | — | -2.64% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.46% | -1.01% | -4.66% | |
| 8 | NOW | Servicenow INC | 株式-IT | 7.05% | -1.72% | -3.59% | |
| 9 | AZO | Autozone INC | 株式-一般消費財 | 4.91% | -2.37% | +32.48% | |
| 10 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 4.42% | -1.31% | -3.26% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 3.99% | +0.17% | — | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.51% | -1.64% | -56.45% |