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 | PLTR | Palantir Technologies Inc-a | 株式-IT | 9.80% | -2.73% | -3.07% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.31% | -0.21% | -3.44% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.16% | — | -1.79% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.07% | +0.03% | -0.33% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.90% | — | -18.36% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | -0.08% | +1.03% | |
| 7 | MS | Morgan Stanley | 株式-金融 | 2.15% | -0.60% | -20.81% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.03% | -0.10% | +0.08% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 2.02% | +0.30% | +5.79% | |
| 10 | DASH | Doordash INC - A | 株式-一般消費財 | 1.91% | -0.46% | -31.46% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 1.85% | — | -2.01% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.83% | -0.18% | -2.57% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 1.76% | -0.05% | -1.10% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | -0.03% | -2.51% | |
| 15 | PWR | Quanta Services INC | 株式-資本財 | 1.72% | -0.09% | -2.05% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.70% | -0.19% | +0.45% | |
| 17 | CB | Chubb Limited | 株式-金融 | 1.66% | — | -0.11% | |
| 18 | LIN | Linde plc | 株式-素材 | 1.62% | +0.38% | +23.59% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.62% | — | +20.08% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.59% | +0.27% | -0.89% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | — | -1.03% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.55% | -0.52% | -1.01% | |
| 23 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.46% | — | +23.13% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.45% | — | -11.75% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.41% | — | -0.13% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.38% | -0.23% | EXIT | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.38% | -0.20% | — | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | -0.11% | -1.29% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.35% | — | -4.65% | |
| 30 | CRM | Salesforce INC | 株式-IT | 1.35% | -0.27% | +25.93% | |
| 31 | WELL | Welltower INC | 株式-不動産 | 1.34% | — | +0.95% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.33% | -0.14% | -11.03% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | +0.35% | -1.97% | |
| 34 | DOV | Dover CORP | 株式-資本財 | 1.32% | — | +25.46% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | — | -0.97% | |
| 36 | WMB | Williams Cos INC | 株式-エネルギー | 1.28% | +0.46% | +1.75% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 1.27% | — | -7.19% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 1.26% | — | -1.50% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.12% | — | +2.40% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 1.11% | — | +0.46% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 1.09% | — | -0.69% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | +0.24% | +2703.33% | |
| 43 | ✓ | Duke Energy | 株式-その他 | 0.96% | +0.29% | +2808.49% | |
| 44 | TPR | Tapestry INC | 株式-一般消費財 | 0.94% | -0.39% | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | -0.21% | -0.30% | |
| 46 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | 株式-その他 | 0.88% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | -0.27% | +3.41% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +227.29% | |
| 49 | RBLX | Roblox CORP -class A | 株式-通信サービス | 0.70% | -0.11% | -19.57% | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.63% | — | -0.26% |