CIK: 0000884548
申告総資産額
$10.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.53% | -0.21% | -2.39% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.54% | — | +5.60% | |
| 3 | PEP | Pepsico INC | 株式-生活必需品 | 4.37% | +0.27% | -3.11% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.99% | — | -2.68% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.39% | — | +0.73% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.21% | — | -0.95% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.13% | -0.18% | -0.94% | |
| 8 | RTX | Rtx CORP | 株式-資本財 | 2.05% | — | -2.21% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 1.92% | +0.30% | -0.94% | |
| 10 | SYK | Stryker CORP | 株式-ヘルスケア | 1.85% | — | -5.17% | |
| 11 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.79% | -2.73% | — | |
| 12 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | -0.05% | -6.16% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.68% | -0.14% | -20.33% | |
| 14 | AXP | American Express Co | 株式-金融 | 1.66% | — | -1.89% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 1.66% | -0.60% | +131.51% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.08% | +10.68% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.62% | — | -10.03% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.62% | — | +0.35% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.58% | +0.38% | -17.93% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.58% | +0.64% | -2.02% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.56% | — | +286.65% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | -0.19% | +0.47% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.55% | — | -2.16% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.49% | — | -26.29% | |
| 25 | CB | Chubb Limited | 株式-金融 | 1.48% | — | -2.07% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.48% | -0.11% | +0.13% | |
| 27 | DASH | Doordash INC - A | 株式-一般消費財 | 1.42% | -0.46% | -1.20% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.42% | — | +0.72% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.38% | — | -14.44% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.37% | — | -1.25% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.33% | — | +31.95% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 1.32% | -0.52% | -1.57% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | -0.21% | -0.69% | |
| 34 | ADBE | Adobe INC | 株式-IT | 1.27% | — | -11.61% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.03% | +674.70% | |
| 36 | ADI | Analog Devices INC | 株式-IT | 1.19% | — | +0.75% | |
| 37 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.17% | — | — | |
| 38 | O | Realty Income CORP | 株式-不動産 | 1.15% | — | -2.24% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 1.11% | — | -1.58% | |
| 40 | DE | Deere & Co | 株式-資本財 | 1.10% | — | -4.38% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 1.08% | — | +0.13% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.07% | — | +508.25% | |
| 43 | AMD | Advanced Micro Devices | 株式-IT | 1.03% | — | -28.81% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.10% | +1096.65% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | -2.02% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | -0.27% | +1.50% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.83% | -0.23% | EXIT | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.72% | — | +0.35% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.63% | +0.03% | -8.57% | |
| 50 | 8QR | Confluent Inc-class A | 株式-その他 | 0.60% | — | — |