CIK: 0001919920
申告総資産額
$2640.0万
| # | 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 | 8.13% | — | +0.15% | |
| 2 | ✓ | NVIDIA Corporation | 株式-その他 | 6.09% | — | +921.60% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.59% | — | -0.10% | |
| 4 | ✓ | Meta Platforms, Inc. | 株式-その他 | 4.45% | — | +28.32% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.98% | — | -0.12% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.91% | — | +1.24% | |
| 7 | ✓ | Alphabet Inc. | 株式-その他 | 3.67% | — | -0.05% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 3.38% | — | -0.09% | |
| 9 | ✓ | Costco Wholesale Corporation | 株式-その他 | 3.25% | — | +1.54% | |
| 10 | ✓ | Broadcom Inc. | 株式-その他 | 3.15% | — | — | |
| 11 | ✓ | Blackstone Inc. | 株式-その他 | 2.60% | — | +0.05% | |
| 12 | FISV | Fiserv INC | 株式-その他 | 2.59% | — | +58.66% | |
| 13 | ✓ | Vertex Pharmaceuticals Incorporated | 株式-その他 | 2.57% | — | +93.08% | |
| 14 | ✓ | Adobe Inc. | 株式-その他 | 2.49% | — | -4.92% | |
| 15 | TMUS | T-mobile US INC | 株式-通信サービス | 2.39% | — | +0.37% | |
| 16 | ✓ | J P Morgan Chase And Co | 株式-その他 | 2.39% | — | -0.41% | |
| 17 | ✓ | Mastercard Incorporated | 株式-その他 | 2.17% | — | +0.10% | |
| 18 | ✓ | S&p Global INC | 株式-その他 | 1.98% | — | +0.78% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.92% | — | -0.00% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.89% | — | +1.08% | |
| 21 | INTU | Intuit INC | 株式-IT | 1.86% | — | +0.24% | |
| 22 | MSI | Motorola Solutions INC | 株式-IT | 1.86% | — | +0.79% | |
| 23 | ✓ | Broadridge Financial Solutions, Inc. | 株式-その他 | 1.85% | — | +0.18% | |
| 24 | LIN | Linde plc | 株式-素材 | 1.79% | — | -0.14% | |
| 25 | ✓ | Oracle Corporation | 株式-その他 | 1.79% | — | +1.26% | |
| 26 | ✓ | NextEra Energy, Inc. | 株式-その他 | 1.72% | — | +0.38% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.66% | — | +0.45% | |
| 28 | ✓ | Uber Technologies, Inc. | 株式-その他 | 1.65% | — | — | |
| 29 | LHX | L3harris Technologies INC | 株式-資本財 | 1.61% | — | +3.74% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.54% | — | +0.15% | |
| 31 | PH | Parker Hannifin CORP | 株式-資本財 | 1.50% | — | — | |
| 32 | MS | Morgan Stanley | 株式-金融 | 1.45% | — | +0.07% | |
| 33 | ✓ | BlackRock, Inc. | 株式-その他 | 1.38% | — | -0.24% | |
| 34 | ROL | Rollins INC | 株式-一般消費財 | 1.37% | — | +1.03% | |
| 35 | ✓ | GE Healthcare Technologies INC | 株式-その他 | 1.33% | — | — | |
| 36 | ✓ | Ulta Beauty, Inc. | 株式-その他 | 1.21% | — | -1.91% | |
| 37 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.70% | — | — | |
| 38 | ✓ | Alphabet Inc. | 株式-その他 | 0.58% | — | — | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.53% | — | — | |
| 40 | ✓ | Regeneron Pharmaceuticals, Inc. | 株式-その他 | 0.50% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -0.39% | |
| 42 | ✓ | ASML Holding N.V. | 株式-その他 | 0.30% | — | — | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | -31.51% | |
| 44 | J | Jacobs Solutions INC | 株式-資本財 | 0.23% | — | — | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.19% | — | — | |
| 46 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.18% | — | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.18% | — | +3.64% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | — | -8.43% | |
| 49 | ✓ | SS&C Technologies Hldgs Inc. | 株式-その他 | 0.17% | — | — | |
| 50 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.17% | — | +0.34% |