CIK: 0001134288
申告総資産額
$4.4億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.74% | -1.28% | +0.24% | |
| 2 | AMD | Advanced Micro Devices | 株式-IT | 5.43% | +0.63% | +173.11% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.18% | -4.06% | EXIT | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.09% | -3.28% | +12.09% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 5.05% | -0.32% | -0.05% | |
| 6 | KKR | Kkr & Co INC | 株式-金融 | 4.85% | -1.47% | EXIT | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.45% | -0.05% | -9.41% | |
| 8 | AAPL | Apple INC | 株式-IT | 4.39% | +3.01% | -27.11% | |
| 9 | MU | Micron Technology INC | 株式-IT | 4.29% | — | +143.37% | |
| 10 | ADSK | Autodesk INC | 株式-IT | 3.67% | -1.08% | +15.98% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.13% | +0.70% | -13.01% | |
| 12 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 2.82% | — | +1.30% | |
| 13 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.81% | -2.45% | +62.70% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.59% | +0.50% | +146.31% | |
| 15 | TT | Trane Technologies plc | 株式-資本財 | 2.40% | -0.11% | — | |
| 16 | ASML | ASML Holding N.V. | 株式-IT | 2.40% | — | -22.81% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 2.29% | -0.31% | EXIT | |
| 18 | IR | Ingersoll-rand INC | 株式-資本財 | 2.25% | — | -9.78% | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 2.19% | -1.42% | — | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.18% | -2.18% | -13.82% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.04% | — | — | |
| 22 | BX | Blackstone INC | 株式-金融 | 1.82% | -0.45% | EXIT | |
| 23 | ✓ | On Hldg AG | 株式-その他 | 1.75% | -0.84% | EXIT | |
| 24 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.63% | — | +140.63% | |
| 25 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.40% | — | — | |
| 26 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.09% | — | -3.45% | |
| 27 | INTU | Intuit INC | 株式-IT | 1.08% | -0.45% | -65.90% | |
| 28 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.05% | +0.09% | — | |
| 29 | TER | Teradyne INC | 株式-IT | 1.00% | — | — | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.91% | — | -0.66% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.89% | +0.09% | +868.95% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | — | — | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | +0.76% | -38.73% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | +1.22% | -78.20% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.81% | +0.20% | +0.11% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | -3.21% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.70% | -1.50% | EXIT | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.65% | -0.17% | -1.46% | |
| 39 | GWW | Ww Grainger INC | 株式-資本財 | 0.64% | — | -20.63% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | — | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.54% | — | -1.58% | |
| 42 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.41% | — | -0.69% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | -4.33% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.35% | — | -2.02% | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.26% | — | -0.16% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +10.07% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.25% | — | -0.60% | |
| 48 | MAS | Masco CORP | 株式-資本財 | 0.22% | — | — | |
| 49 | ANETEUR | Arista Networks INC | 株式-その他 | 0.21% | — | — | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.16% | — | -10.27% |