CIK: 0001832187
申告総資産額
$2.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.12% | — | — | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 5.82% | — | — | |
| 3 | CRM | Salesforce INC | 株式-IT | 5.81% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.74% | — | — | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 5.06% | — | — | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.00% | — | — | |
| 7 | ADBE | Adobe INC | 株式-IT | 4.57% | — | — | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 4.50% | — | — | |
| 9 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 4.44% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.35% | — | — | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 4.33% | — | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 4.10% | — | — | |
| 13 | FISV | Fiserv INC | 株式-その他 | 3.44% | — | — | |
| 14 | ROP | Roper Technologies INC | 株式-IT | 3.18% | — | — | |
| 15 | NOW | Servicenow INC | 株式-IT | 3.12% | — | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.11% | — | — | |
| 17 | TFX | Teleflex INC | 株式-ヘルスケア | 2.93% | — | — | |
| 18 | GPN | Global Payments INC | 株式-資本財 | 2.91% | — | — | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 2.74% | — | — | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 2.64% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.48% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.28% | — | — | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.90% | — | — | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.52% | — | — | |
| 25 | OKTA | Okta INC | 株式-IT | 1.32% | — | — | |
| 26 | SNOW | Snowflake INC | 株式-IT | 1.27% | — | — | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 1.17% | — | — | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 1.03% | — | — | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.02% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 0.59% | — | — | |
| 31 | XYZ | Block INC | 株式-金融 | 0.53% | — | — | |
| 32 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.36% | — | — | |
| 33 | APH | Amphenol Corp-cl A | 株式-IT | 0.21% | — | — | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.15% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | — | |
| 36 | BAX | Baxter International INC | 株式-ヘルスケア | 0.13% | — | — |