CIK: 0001002152
申告総資産額
$16.6億
| # | 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 | 4.76% | -0.66% | -3.89% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.54% | -0.54% | -5.33% | |
| 3 | DHR | Danaher CORP | 株式-ヘルスケア | 4.42% | -3.48% | EXIT | |
| 4 | ACN | Accenture plc | 株式-IT | 4.28% | -0.58% | -6.77% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.27% | -0.52% | -9.72% | |
| 6 | SHW | Sherwin-williams Co/the | 株式-素材 | 4.25% | +0.09% | -0.65% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 4.21% | -0.09% | +0.42% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 4.13% | — | +0.78% | |
| 9 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 4.02% | -0.33% | +0.28% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 3.97% | -0.27% | +0.88% | |
| 11 | FAST | Fastenal Co | 株式-資本財 | 3.94% | +0.50% | +0.55% | |
| 12 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 3.91% | — | +2.97% | |
| 13 | MDT | Medtronic plc | 株式-ヘルスケア | 3.91% | — | +0.75% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 3.88% | — | — | |
| 15 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 3.82% | +0.36% | +5.08% | |
| 16 | ICE | Intercontinental Exchange In | 株式-金融 | 3.82% | +0.38% | +2.77% | |
| 17 | ROP | Roper Technologies INC | 株式-IT | 3.81% | -0.01% | -2.89% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.79% | -0.07% | +0.99% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 3.79% | -0.01% | +1.86% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.76% | -0.02% | EXIT | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 3.69% | -0.62% | +0.68% | |
| 22 | ECL | Ecolab INC | 株式-素材 | 3.68% | — | +1.95% | |
| 23 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 3.58% | -0.34% | +1.47% | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 3.57% | +0.17% | +2.13% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 3.31% | — | +12.28% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.25% | — | — | |
| 27 | AAPL | Apple INC | 株式-IT | 0.22% | — | -10.47% | |
| 28 | TGT | Target CORP | 株式-一般消費財 | 0.14% | — | -0.82% | |
| 29 | OMC | Omnicom Group | 株式-通信サービス | 0.08% | — | -6.78% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.07% | — | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.04% | — | — | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.04% | +2.87% | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.03% | — | -4.95% | |
| 34 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.02% | — | — |