CIK: 0000033250
申告総資産額
$21.7億
上位200銘柄を表示中（全373銘柄）
| # | 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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.22% | — | +3.03% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.45% | -0.25% | -16.85% | |
| 3 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 3.08% | — | +30.49% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.90% | +0.58% | -36.30% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.60% | -11.68% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.55% | -0.12% | +2.82% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.43% | — | +37.67% | |
| 8 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.17% | — | +28.93% | |
| 9 | MDT | Medtronic plc | 株式-ヘルスケア | 2.14% | +0.16% | -2.56% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.99% | -0.26% | -1.56% | |
| 11 | ADI | Analog Devices INC | 株式-IT | 1.79% | — | +0.87% | |
| 12 | ICE | Intercontinental Exchange In | 株式-金融 | 1.72% | — | +2.90% | |
| 13 | CCI | Crown Castle INC | 株式-不動産 | 1.70% | — | +38.17% | |
| 14 | PSA | Public Storage | 株式-不動産 | 1.68% | — | -0.61% | |
| 15 | SHOP | Shopify INC - Class A | 株式-IT | 1.60% | -0.59% | +5.00% | |
| 16 | FISV | Fiserv INC | 株式-その他 | 1.57% | — | -4.57% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.48% | -0.10% | +11.89% | |
| 18 | TAKNX | Carlyle-tactical Prvt Crdt-n | 株式-その他 | 1.37% | — | +5.09% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | -0.13% | +3.99% | |
| 20 | AXP | American Express Co | 株式-金融 | 1.19% | -0.20% | -0.43% | |
| 21 | SWKS | Skyworks Solutions INC | 株式-IT | 1.18% | — | -0.46% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.16% | — | -46.70% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.13% | — | +0.12% | |
| 24 | SYY | Sysco CORP | 株式-生活必需品 | 1.11% | — | +28.29% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.07% | -0.42% | +2.47% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.11% | -15.05% | |
| 27 | ARKK | Ark Innovation ETF | ETF-その他 | 1.01% | — | -0.08% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.00% | — | +1.98% | |
| 29 | SHC | Sotera Health Co | 株式-その他 | 0.94% | — | -15.12% | |
| 30 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.92% | — | +31.04% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.91% | — | -9.87% | |
| 32 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.88% | — | +38.67% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.84% | — | -0.94% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | +3.96% | |
| 35 | WCMFX | Wcm Smid Quality Value-inst | 株式-その他 | 0.81% | — | +27.20% | |
| 36 | TDG | Transdigm Group INC | 株式-資本財 | 0.76% | — | -0.11% | |
| 37 | ASML | ASML Holding N.V. | 株式-IT | 0.73% | +0.22% | -1.71% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +3.37% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +13.07% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.08% | -1.99% | |
| 41 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.65% | — | — | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.64% | — | -2.41% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | — | +14.06% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | +1.51% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | -0.08% | -3.25% | |
| 46 | EXPGY | Experian Plc-spons Adr | 株式-その他 | 0.55% | — | -2.63% | |
| 47 | DSDVY | Dsv A/s - Unsp Adr | 株式-その他 | 0.55% | — | -2.09% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.53% | — | +1.22% | |
| 49 | JLL | Jones Lang Lasalle INC | 株式-不動産 | 0.51% | — | +2.02% | |
| 50 | CG | Carlyle Group Inc/the | 株式-金融 | 0.51% | — | -3.18% |