CIK: 0000801051
申告総資産額
$30.1億
上位200銘柄を表示中（全475銘柄）
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.66% | -0.12% | -1.54% | |
| 2 | CSCO | Cisco Systems INC | 株式-IT | 1.71% | +0.11% | -2.96% | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 1.69% | — | +1129.52% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.69% | — | +13.55% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 1.66% | — | +16.54% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | — | -17.47% | |
| 7 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | +1.88% | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 1.63% | -1.07% | -3.94% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.63% | +0.07% | +11.73% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.63% | +0.06% | +13.28% | |
| 11 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.60% | +0.08% | +10.97% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.59% | — | +7.08% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.58% | — | -18.14% | |
| 14 | NUE | Nucor CORP | 株式-素材 | 1.57% | — | -8.91% | |
| 15 | APD | Air Products & Chemicals INC | 株式-素材 | 1.57% | — | +10.43% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.57% | — | +0.98% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.57% | — | +5.61% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.57% | — | +11.85% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.57% | — | +4233.23% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.56% | — | +2.15% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.56% | — | +9.19% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.54% | — | +7.43% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 1.54% | — | +3042.03% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.53% | — | +4.16% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.52% | — | — | |
| 26 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.52% | — | +1.24% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.49% | — | — | |
| 28 | PNC | Pnc Financial Services Group | 株式-金融 | 1.47% | +0.09% | -18.41% | |
| 29 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.46% | — | -9.68% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | +0.08% | -2.26% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.45% | — | +11.15% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.45% | — | -8.30% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 1.44% | -0.07% | +1700.75% | |
| 34 | VFC | Vf CORP | 株式-一般消費財 | 1.42% | — | +5.65% | |
| 35 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.41% | — | +11.45% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.36% | — | +1962.73% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | +0.09% | -1.46% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | — | +11.41% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.35% | — | +6.04% | |
| 40 | MMM | 3m Co | 株式-資本財 | 1.35% | — | +0.61% | |
| 41 | GD | General Dynamics CORP | 株式-資本財 | 1.33% | — | -5.97% | |
| 42 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.31% | — | -0.18% | |
| 43 | HPQ | Hp INC | 株式-IT | 1.28% | -0.97% | EXIT | |
| 44 | ALL | Allstate CORP | 株式-金融 | 1.28% | — | -3.30% | |
| 45 | PAYX | Paychex INC | 株式-IT | 1.28% | — | +3.19% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.27% | — | +15.18% | |
| 47 | AMP | Ameriprise Financial INC | 株式-金融 | 1.23% | — | -14.87% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.14% | -31.48% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 1.02% | — | -3.82% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.95% | -0.15% | +13.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +1.6% | +1129.52% | 増加 |
| 2 | ADP | Automatic Data Processing | +1.5% | +4233.23% | 増加 |
| 3 | RTX | Rtx CORP | +1.5% | +3042.03% | 増加 |
| 4 | AVGO | Broadcom INC | +1.4% | +1700.75% | 増加 |
| 5 | LLY | Eli Lilly & Co | +1.3% | +1962.73% | 増加 |
| 6 | NUE | Nucor CORP | +0.4% | -8.91% | 減少 |
| 7 | CAH | Cardinal Health INC | +0.2% | +11.45% | 増加 |
| 8 | HD | Home Depot INC | +0.2% | +7.43% | 増加 |
| 9 | AMAT | Applied Materials INC | +0.2% | +372.33% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.2% | +125.89% | 増加 |
| 11 | LRCXEUR | Lam Research CORP | +0.2% | +505.04% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.2% | +198.99% | 増加 |
| 13 | WMT | Walmart INC | +0.2% | +234.15% | 増加 |
| 14 | INTU | Intuit INC | +0.2% | +398.38% | 増加 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +15.16% | 増加 |
| 16 | MA | Mastercard INC - A | +0.2% | +119.59% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.2% | +118.44% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.2% | +103.49% | 増加 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +11.85% | 増加 |
| 20 | PFE | Pfizer INC | +0.1% | +16.54% | 増加 |
| 21 | ITW | Illinois Tool Works | +0.1% | +5.61% | 増加 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | -1.46% | 減少 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +11.41% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | +15.74% | 増加 |
| 25 | APD | Air Products & Chemicals INC | +0.1% | +10.43% | 増加 |
| 26 | TSN | Tyson Foods Inc-cl A | +0.1% | -0.18% | 減少 |
| 27 | CSCO | Cisco Systems INC | +0.1% | -2.96% | 減少 |
| 28 | MDY | State Street Spdr S&p Midcap | +0.1% | — | 変化なし |
| 29 | GD | General Dynamics CORP | +0.1% | -5.97% | 減少 |
| 30 | GILD | Gilead Sciences INC | +0.1% | +1.24% | 増加 |
| 31 | PG | Procter & Gamble Co/the | +0.1% | +13.55% | 増加 |
| 32 | MDLZ | Mondelez International Inc-a | +0.1% | +10.97% | 増加 |
| 33 | TXN | Texas Instruments INC | +0.1% | -3.94% | 減少 |
| 34 | VZ | Verizon Communications INC | +0.1% | +11.73% | 増加 |
| 35 | AMGN | Amgen INC | +0.1% | +1.88% | 増加 |
| 36 | ETN | Eaton Corporation plc | -0.2% | -68.84% | 減少 |
| 37 | LYB | LyondellBasell Industries N.V. | -0.2% | -95.15% | 減少 |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -69.94% | 減少 |
| 39 | VCLT | Vanguard Long-term CORP Bond | -0.3% | -75.63% | 減少 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.6% | -31.48% | 減少 |
| 41 | SBUX | Starbucks CORP | -1.4% | -96.15% | 減少 |
| 42 | ADI | Analog Devices INC | -1.4% | -86.69% | 減少 |
| 43 | TGT | Target CORP | -1.4% | -97.52% | 減少 |
| 44 | T | At&t INC | -1.5% | -93.56% | 減少 |
| 45 | HSY | Hershey Co/the | -1.5% | -99.24% | 減少 |
| 46 | MRK | Merck & Co. INC. | -1.5% | -91.36% | 減少 |
| 47 | SCHG | Schwab US Large-cap Growth | — | NEW | 新規購入 |
| 48 | TWMUSD | Proshares Ultrashort R2000 | — | EXIT | 全売却 |
| 49 | SPHY | Ss Spdr P High Yield ETF | — | NEW | 新規購入 |
| 50 | MIC 2 10-01-23 | Macquarie Infrastructure | — | EXIT | 全売却 |