CIK: 0001583119
申告総資産額
$17.6億
| # | 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 | BLKCHF | Blackrock INC | 株式-その他 | 12.59% | — | — | |
| 2 | AXP | American Express Co | 株式-金融 | 9.69% | — | +26.81% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 8.72% | — | +1.22% | |
| 4 | USB | US Bancorp | 株式-金融 | 6.59% | — | -10.00% | |
| 5 | STT | State Street CORP | 株式-金融 | 6.54% | — | +47.62% | |
| 6 | ✓ | 株式-その他 | 6.04% | — | +10.56% | ||
| 7 | COF | Capital One Financial CORP | 株式-金融 | 5.00% | — | +60.00% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.43% | — | +9.52% | |
| 9 | AON | Aon plc | 株式-金融 | 4.33% | — | — | |
| 10 | KKR | KKR & Co. Inc. | 株式-金融 | 4.11% | — | +55.00% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.73% | — | — | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 3.37% | — | — | |
| 13 | ✓ | 株式-その他 | 3.21% | — | +16.13% | ||
| 14 | MCO | Moody's CORP | 株式-金融 | 3.13% | — | +29.96% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 2.83% | — | +19.05% | |
| 16 | BKU | Bankunited INC | 株式-その他 | 2.73% | — | +3.77% | |
| 17 | AMT | TD Ameritrade Holding CORP | 株式-不動産 | 2.67% | — | +5.62% | |
| 18 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 2.22% | — | +48.01% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 2.13% | — | — | |
| 20 | HOMB | Home Bancshares INC | 株式-金融 | 2.11% | — | — | |
| 21 | SYBT | Stock Yards Bancorp INC | 株式-その他 | 1.04% | — | — | |
| 22 | MTB | M & T Bank CORP | 株式-金融 | 1.04% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | — | |
| 24 | PB | Prosperity Bancshares INC | 株式-金融 | 0.83% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | COF | Capital One Financial CORP | +1.5% | +60.00% | 増加 |
| 2 | STT | State Street CORP | +1.2% | +47.62% | 増加 |
| 3 | KKR | KKR & Co. Inc. | +1.1% | +55.00% | 増加 |
| 4 | SFBS | Servisfirst Bancshares INC | +0.5% | +48.01% | 増加 |
| 5 | MCO | Moody's CORP | +0.5% | +29.96% | 増加 |
| 6 | AXP | American Express Co | +0.4% | +26.81% | 増加 |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.4% | +9.52% | 増加 |
| 8 | ✓ | +0.3% | +10.56% | 増加 | |
| 9 | ✓ | +0.3% | +16.13% | 増加 | |
| 10 | AON | Aon plc | +0.2% | — | 変化なし |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 12 | SYBT | Stock Yards Bancorp INC | -0.1% | — | 変化なし |
| 13 | GS | Goldman Sachs Group INC | -0.1% | +19.05% | 増加 |
| 14 | PB | Prosperity Bancshares INC | -0.1% | — | 変化なし |
| 15 | HOMB | Home Bancshares INC | -0.1% | — | 変化なし |
| 16 | MTB | M & T Bank CORP | -0.2% | — | 変化なし |
| 17 | UNP | Union Pacific CORP | -0.2% | — | 変化なし |
| 18 | MA | Mastercard INC - A | -0.2% | — | 変化なし |
| 19 | BKU | Bankunited INC | -0.2% | +3.77% | 増加 |
| 20 | AMT | TD Ameritrade Holding CORP | -0.3% | +5.62% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | -0.7% | — | 変化なし |
| 22 | BLKCHF | Blackrock INC | -0.9% | — | 変化なし |
| 23 | USB | US Bancorp | -1.7% | -10.00% | 減少 |
| 24 | WFC | Wells Fargo & Co | -1.7% | +1.22% | 増加 |