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 | 17.82% | -2.21% | -2.37% | |
| 2 | AZO | Autozone INC | 株式-一般消費財 | 9.99% | -2.37% | -2.38% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.48% | -1.01% | -2.38% | |
| 4 | NOW | Servicenow INC | 株式-IT | 9.41% | -1.72% | -2.36% | |
| 5 | CDW | Cdw Corp/de | 株式-IT | 9.37% | -6.87% | EXIT | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 8.79% | +0.24% | -2.37% | |
| 7 | FERG | Ferguson Enterprises INC | 株式-資本財 | 8.54% | -0.51% | -2.38% | |
| 8 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 7.96% | -1.31% | -2.39% | |
| 9 | SPGI | S&p Global INC | 株式-金融 | 5.12% | -1.91% | -2.34% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 4.81% | +0.17% | -2.33% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 4.11% | — | -2.37% | |
| 12 | BLDR | Builders Firstsource INC | 株式-資本財 | 2.73% | — | -2.35% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -1.08% | EXIT | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.48% | -1.64% | -1.86% | |
| 15 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.33% | -0.11% | EXIT | |
| 16 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.08% | — | — |