CIK: 0001035912
申告総資産額
$2.0億
| # | 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 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.62% | -0.16% | -4.22% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.13% | -0.13% | |
| 3 | SYK | Stryker CORP | 株式-ヘルスケア | 1.58% | — | -3.43% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.57% | +0.27% | -0.88% | |
| 5 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.54% | +0.14% | -1.52% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 1.53% | -0.10% | -5.16% | |
| 7 | ✓ | Visa Inc. | 株式-その他 | 1.53% | -0.15% | -4.70% | |
| 8 | BALL | Ball CORP | 株式-一般消費財 | 1.48% | — | -10.81% | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 1.46% | — | -5.88% | |
| 10 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.42% | — | +1.34% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.40% | — | +1.08% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.40% | -0.08% | +0.44% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.31% | -4.22% | |
| 14 | ECL | Ecolab INC | 株式-素材 | 1.36% | — | -2.84% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | +0.14% | +1.56% | |
| 16 | AFL | Aflac INC | 株式-金融 | 1.34% | — | -3.62% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.31% | -0.12% | -1.36% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | -0.77% | |
| 19 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.30% | -0.22% | +1.02% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.30% | -0.10% | -4.03% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | +0.19% | +2.82% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.28% | — | +1.22% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.28% | — | +0.41% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.13% | +1.64% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | -0.52% | |
| 26 | ✓ | Oracle Corporation | 株式-その他 | 1.27% | -0.31% | +0.93% | |
| 27 | AXP | American Express Co | 株式-金融 | 1.27% | -0.27% | +0.82% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 1.26% | — | -2.60% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.24% | — | -8.66% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | +0.03% | |
| 31 | APH | Amphenol Corp-cl A | 株式-IT | 1.18% | -0.28% | -1.10% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.42% | -0.31% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.18% | — | +1.90% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 1.17% | — | -0.10% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | — | +0.52% | |
| 36 | GWW | Ww Grainger INC | 株式-資本財 | 1.15% | — | -0.65% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | — | -3.56% | |
| 38 | MMM | 3m Co | 株式-資本財 | 1.12% | — | +2.22% | |
| 39 | EMR | Emerson Electric Co | 株式-資本財 | 1.12% | — | +1.19% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | — | -7.98% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | — | +1.44% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | +0.45% | +1.75% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 1.09% | — | +22.20% | |
| 44 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.09% | — | +156.67% | |
| 45 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.09% | — | -5.44% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 1.05% | +0.16% | -0.96% | |
| 47 | ✓ | Booking Holdings Inc. | 株式-その他 | 1.05% | -0.24% | +0.10% | |
| 48 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.04% | — | -1.78% | |
| 49 | ✓ | D.R. Horton, Inc. | 株式-その他 | 1.04% | — | -0.21% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | -0.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EXPD | Expeditors Intl Wash INC | +0.7% | +156.67% | 増加 |
| 2 | KMB | Kimberly-clark CORP | +0.4% | +161.00% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.1% | +0.52% | 増加 |
| 4 | WMT | Walmart INC | +0.1% | +22.20% | 増加 |
| 5 | IBM | Intl Business Machines CORP | +0.1% | +4.65% | 増加 |
| 6 | DOV | Dover CORP | +0.1% | +1.88% | 増加 |
| 7 | SYK | Stryker CORP | +0.1% | -3.43% | 減少 |
| 8 | ✓ | Check Point Software Technologies Ltd. | +0.1% | +6.83% | 増加 |
| 9 | AVY | Avery Dennison CORP | +0.1% | +0.13% | 増加 |
| 10 | DHR | Danaher CORP | +0.1% | -5.88% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | +0.44% | 増加 |
| 12 | ROP | Roper Technologies INC | +0.1% | -3.08% | 減少 |
| 13 | UTXZ | United Tech CORP | +0.1% | -0.10% | 減少 |
| 14 | CSL | Carlisle Cos INC | +0.1% | +1.24% | 増加 |
| 15 | LOW | Lowe's Cos INC | +0.1% | +1.08% | 増加 |
| 16 | ADP | Automatic Data Processing | +0.1% | -1.36% | 減少 |
| 17 | ✓ | Oracle Corporation | +0.1% | +0.93% | 増加 |
| 18 | AMZN | Amazon.com INC | 0% | -0.13% | 減少 |
| 19 | CSCO | Cisco Systems INC | 0% | -3.56% | 減少 |
| 20 | XOM | Exxon Mobil CORP | 0% | +1.75% | 増加 |
| 21 | HON | Honeywell International INC | 0% | -0.14% | 減少 |
| 22 | ✓ | D.R. Horton, Inc. | 0% | -0.21% | 減少 |
| 23 | IDXX | Idexx Laboratories INC | 0% | +0.56% | 増加 |
| 24 | COST | Costco Wholesale CORP | 0% | -0.88% | 減少 |
| 25 | TMO | Thermo Fisher Scientific INC | 0% | -4.22% | 減少 |
| 26 | CL | Colgate-palmolive Co | 0% | +1.90% | 増加 |
| 27 | APD | Air Products & Chemicals INC | 0% | -0.96% | 減少 |
| 28 | ECL | Ecolab INC | 0% | -2.84% | 減少 |
| 29 | AXP | American Express Co | 0% | +0.82% | 増加 |
| 30 | EMR | Emerson Electric Co | 0% | +1.19% | 増加 |
| 31 | CTSH | Cognizant Tech Solutions-a | — | +1.02% | 増加 |
| 32 | BA | Boeing Co/the | — | -2.60% | 減少 |
| 33 | APH | Amphenol Corp-cl A | — | -1.10% | 減少 |
| 34 | ITW | Illinois Tool Works | 0% | +1.22% | 増加 |
| 35 | EW | Edwards Lifesciences CORP | 0% | -8.66% | 減少 |
| 36 | FISV | Fiserv INC | 0% | -5.16% | 減少 |
| 37 | ✓ | Visa Inc. | 0% | -4.70% | 減少 |
| 38 | PEP | Pepsico INC | 0% | +1.56% | 増加 |
| 39 | PG | Procter & Gamble Co/the | 0% | -0.77% | 減少 |
| 40 | BALL | Ball CORP | 0% | -10.81% | 減少 |
| 41 | BDX | Becton Dickinson And Co | 0% | +1.34% | 増加 |
| 42 | CI | THE Cigna Group | -0.3% | -64.06% | 減少 |
| 43 | HSIC | Henry Schein INC | — | EXIT | 全売却 |
| 44 | ADM | Archer-daniels-midland Co | — | NEW | 新規購入 |
| 45 | TMK | Torchmark CORP | — | NEW | 新規購入 |
| 46 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 47 | HP | Helmerich & Payne | — | NEW | 新規購入 |
| 48 | ✓ | Linde plc | — | EXIT | 全売却 |
| 49 | ✓ | Dominion Energy, Inc. | — | NEW | 新規購入 |
| 50 | BIIB | Biogen INC | — | EXIT | 全売却 |