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 | 16.87% | -2.21% | +0.44% | |
| 2 | CDW | Cdw Corp/de | 株式-IT | 11.88% | -6.87% | EXIT | |
| 3 | SHW | Sherwin-williams Co/the | 株式-素材 | 9.62% | +0.24% | +0.44% | |
| 4 | AZO | Autozone INC | 株式-一般消費財 | 9.58% | -2.37% | +0.44% | |
| 5 | FERG | Ferguson Enterprises INC | 株式-資本財 | 9.52% | -0.51% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.38% | -1.01% | +0.46% | |
| 7 | NOW | Servicenow INC | 株式-IT | 7.74% | -1.72% | +0.52% | |
| 8 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 7.24% | -1.31% | +0.46% | |
| 9 | SPGI | S&p Global INC | 株式-金融 | 5.18% | -1.91% | +0.48% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 4.86% | — | +0.43% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 4.07% | +0.17% | +0.46% | |
| 12 | BLDR | Builders Firstsource INC | 株式-資本財 | 3.61% | — | +0.47% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.47% | -1.64% | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | — | — | — |