CIK: 0001482689
申告総資産額
$63.6億
上位200銘柄を表示中（全405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 | AAPL | Apple INC | 株式-IT | 6.27% | -0.28% | -2.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.49% | -1.19% | -0.88% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.53% | -0.27% | -0.77% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.29% | -0.26% | -1.20% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.23% | -0.16% | -2.01% | |
| 6 | BX | Blackstone INC | 株式-金融 | 2.85% | -0.55% | +0.37% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.78% | +0.02% | -0.78% | |
| 8 | AZO | Autozone INC | 株式-一般消費財 | 2.76% | — | -1.42% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | -0.19% | +1.70% | |
| 10 | ACN | Accenture plc | 株式-IT | 2.27% | -0.22% | -0.21% | |
| 11 | MS | Morgan Stanley | 株式-金融 | 2.25% | -0.11% | -0.03% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.25% | -0.38% | -2.45% | |
| 13 | CDW | Cdw Corp/de | 株式-IT | 2.09% | -0.89% | -1.76% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.98% | — | +4.75% | |
| 15 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.85% | -0.25% | -1.21% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.84% | — | -2.01% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.82% | — | -1.51% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.81% | -0.02% | -1.33% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.76% | -0.22% | -2.83% | |
| 20 | CB | Chubb Limited | 株式-金融 | 1.72% | — | -0.18% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.70% | -0.04% | +0.16% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.70% | -0.30% | +0.79% | |
| 23 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.65% | -0.20% | -13.30% | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 1.63% | +0.54% | +1.62% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | -0.31% | +0.20% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 1.51% | — | -0.02% | |
| 27 | CE | Celanese CORP | 株式-素材 | 1.51% | — | +1.37% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.50% | — | +0.29% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.45% | -0.20% | -5.53% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.39% | -0.01% | -1.91% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | — | -0.71% | |
| 32 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.29% | — | -0.99% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | +0.29% | -1.69% | |
| 34 | BWA | Borgwarner INC | 株式-一般消費財 | 1.26% | — | -0.67% | |
| 35 | AKX | Ansys INC | 株式-その他 | 1.25% | — | +9.65% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | +0.02% | -1.59% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 1.07% | +0.40% | +13.38% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | +0.13% | +134.85% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -1.65% | |
| 40 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.68% | — | -12.98% | |
| 41 | ROP | Roper Technologies INC | 株式-IT | 0.65% | -0.05% | -8.29% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -12.70% | |
| 43 | GNRC | Generac Holdings INC | 株式-資本財 | 0.60% | +0.40% | +26.82% | |
| 44 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.52% | +0.12% | -0.40% | |
| 45 | POOL | Pool CORP | 株式-資本財 | 0.51% | — | — | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.49% | — | -5.57% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | — | -5.74% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.16% | -2.36% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.32% | +0.18% | -0.12% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.32% | — | +85.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | -2.18% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.7% | -0.88% | 減少 |
| 3 | NVDA | Nvidia CORP | +0.6% | -5.53% | 減少 |
| 4 | POOL | Pool CORP | +0.5% | NEW | 新規購入 |
| 5 | CVX | Chevron CORP | +0.5% | +134.85% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.4% | +1.70% | 増加 |
| 7 | AKX | Ansys INC | +0.4% | +9.65% | 増加 |
| 8 | BX | Blackstone INC | +0.3% | +0.37% | 増加 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | -2.45% | 減少 |
| 10 | BLDR | Builders Firstsource INC | +0.2% | -13.30% | 減少 |
| 11 | BWA | Borgwarner INC | +0.2% | -0.67% | 減少 |
| 12 | UPS | United Parcel Service-cl B | +0.2% | +85.53% | 増加 |
| 13 | ADBE | Adobe INC | +0.2% | +0.79% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.83% | 減少 |
| 15 | GNRC | Generac Holdings INC | +0.1% | +26.82% | 増加 |
| 16 | TXN | Texas Instruments INC | +0.1% | -1.51% | 減少 |
| 17 | ACN | Accenture plc | 0% | -0.21% | 減少 |
| 18 | CDW | Cdw Corp/de | 0% | -1.76% | 減少 |
| 19 | CE | Celanese CORP | 0% | +1.37% | 増加 |
| 20 | TSLA | Tesla INC | 0% | +1.68% | 増加 |
| 21 | VZ | Verizon Communications INC | 0% | +63.78% | 増加 |
| 22 | CRM | Salesforce INC | 0% | -3.44% | 減少 |
| 23 | COST | Costco Wholesale CORP | 0% | -1.69% | 減少 |
| 24 | IAU | Ishares Gold Trust | 0% | -0.40% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -1.59% | 減少 |
| 26 | NKE | Nike INC -cl B | 0% | -0.71% | 減少 |
| 27 | MCD | Mcdonald's CORP | 0% | -2.01% | 減少 |
| 28 | TMO | Thermo Fisher Scientific INC | 0% | -0.77% | 減少 |
| 29 | MS | Morgan Stanley | 0% | -0.03% | 減少 |
| 30 | MA | Mastercard INC - A | -0.1% | -1.20% | 減少 |
| 31 | SSNC | Ss&c Technologies Holdings | -0.1% | -12.98% | 減少 |
| 32 | PFE | Pfizer INC | -0.1% | -2.58% | 減少 |
| 33 | SHW | Sherwin-williams Co/the | -0.1% | -5.57% | 減少 |
| 34 | ROP | Roper Technologies INC | -0.1% | -8.29% | 減少 |
| 35 | IVV | Ishares Core S&p 500 ETF | -0.1% | -12.70% | 減少 |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | +0.29% | 増加 |
| 37 | TJX | Tjx Companies INC | -0.1% | -1.91% | 減少 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | +0.20% | 増加 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -1.65% | 減少 |
| 40 | BLKCHF | Blackrock INC | -0.2% | -0.02% | 減少 |
| 41 | SCHW | Schwab (charles) CORP | -0.2% | -2.26% | 減少 |
| 42 | AZO | Autozone INC | -0.2% | -1.42% | 減少 |
| 43 | WMB | Williams Cos INC | -0.2% | +1.62% | 増加 |
| 44 | CBRE | Cbre Group INC - A | -0.2% | -1.21% | 減少 |
| 45 | ABT | Abbott Laboratories | -0.2% | +0.16% | 増加 |
| 46 | EFG | Ishares Msci Eafe Growth ETF | -0.3% | -91.64% | 減少 |
| 47 | CB | Chubb Limited | -0.3% | -0.18% | 減少 |
| 48 | HD | Home Depot INC | -0.4% | -0.78% | 減少 |
| 49 | UNH | Unitedhealth Group INC | -0.7% | -2.01% | 減少 |
| 50 | BBY | Best Buy Co INC | -1% | -96.77% | 減少 |