CIK: 0001482689
申告総資産額
$63.6億
上位200銘柄を表示中（全406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 | MSFT | Microsoft CORP | 株式-IT | 6.47% | -1.19% | -2.88% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 5.93% | -0.20% | -2.86% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.25% | -0.28% | -3.33% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.97% | -0.19% | -2.72% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.60% | -0.26% | -2.06% | |
| 6 | BX | Blackstone INC | 株式-金融 | 3.16% | -0.55% | -0.87% | |
| 7 | AZO | Autozone INC | 株式-一般消費財 | 3.05% | — | -3.00% | |
| 8 | MS | Morgan Stanley | 株式-金融 | 2.76% | -0.11% | +1.61% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.71% | -0.38% | -1.58% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.70% | -0.31% | -5.68% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.57% | +0.02% | -2.10% | |
| 12 | WMB | Williams Cos INC | 株式-エネルギー | 2.47% | +0.54% | -5.86% | |
| 13 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.26% | -0.25% | -1.68% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | -0.22% | -3.12% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.05% | -0.02% | -6.86% | |
| 16 | CB | Chubb Limited | 株式-金融 | 1.96% | — | -1.85% | |
| 17 | BLK | Blackrock INC | 株式-金融 | 1.80% | -0.09% | -2.08% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.79% | -0.27% | -1.90% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.69% | -0.22% | -2.94% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.60% | +0.29% | -8.24% | |
| 21 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.59% | -0.20% | -0.80% | |
| 22 | UBER | Uber Technologies INC | 株式-資本財 | 1.56% | +0.01% | +8.26% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.50% | -0.16% | -6.88% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 1.39% | — | -7.24% | |
| 25 | CDW | Cdw Corp/de | 株式-IT | 1.39% | -0.89% | -1.64% | |
| 26 | VIK | Viking Holdings Ltd | 株式-一般消費財 | 1.39% | +0.20% | +6.00% | |
| 27 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.37% | — | -1.71% | |
| 28 | FIX | Comfort Systems USA INC | 株式-資本財 | 1.32% | +0.79% | +25.40% | |
| 29 | CROX | Crocs INC | 株式-一般消費財 | 1.25% | — | -0.21% | |
| 30 | ADBE | Adobe INC | 株式-IT | 1.23% | -0.30% | -4.66% | |
| 31 | EOG | Eog Resources INC | 株式-エネルギー | 1.19% | +0.40% | +3.40% | |
| 32 | AKX | Ansys INC | 株式-その他 | 1.18% | — | -2.61% | |
| 33 | PGR | Progressive CORP | 株式-金融 | 1.12% | — | +14.74% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.11% | +0.02% | +0.09% | |
| 35 | GNRC | Generac Holdings INC | 株式-資本財 | 0.96% | +0.40% | +2.02% | |
| 36 | FISV | Fiserv INC | 株式-その他 | 0.88% | — | +11.71% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | -0.01% | -58.63% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | -0.95% | |
| 39 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.62% | +0.12% | +0.75% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | +0.18% | +11.38% | |
| 41 | ARCC | Ares Capital CORP | 株式-金融 | 0.57% | +0.01% | +241.83% | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.54% | — | -1.80% | |
| 43 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.53% | +0.16% | +3.53% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | -0.16% | -1.64% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | -10.23% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | -0.03% | +1.53% | |
| 47 | ROP | Roper Technologies INC | 株式-IT | 0.37% | -0.05% | -6.61% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.13% | -4.65% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | — | -1.03% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.27% | — | +13.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -2.86% | 減少 |
| 2 | MSFT | Microsoft CORP | +1.3% | -2.88% | 減少 |
| 3 | FIX | Comfort Systems USA INC | +0.7% | +25.40% | 増加 |
| 4 | MS | Morgan Stanley | +0.4% | +1.61% | 増加 |
| 5 | UBER | Uber Technologies INC | +0.4% | +8.26% | 増加 |
| 6 | ARCC | Ares Capital CORP | +0.4% | +241.83% | 増加 |
| 7 | VIK | Viking Holdings Ltd | +0.4% | +6.00% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.3% | -2.72% | 減少 |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | NEW | 新規購入 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -1.58% | 減少 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -5.68% | 減少 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.12% | 減少 |
| 13 | GNRC | Generac Holdings INC | +0.1% | +2.02% | 増加 |
| 14 | BLK | Blackrock INC | +0.1% | -2.08% | 減少 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +11.38% | 増加 |
| 16 | BX | Blackstone INC | +0.1% | -0.87% | 減少 |
| 17 | CDW | Cdw Corp/de | +0.1% | -1.64% | 減少 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.09% | 増加 |
| 19 | ORCL | Oracle CORP | +0.1% | -1.69% | 減少 |
| 20 | AKX | Ansys INC | +0.1% | -2.61% | 減少 |
| 21 | IBM | Intl Business Machines CORP | +0.1% | +13.81% | 増加 |
| 22 | PGR | Progressive CORP | +0.1% | +14.74% | 増加 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.53% | 増加 |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +77.15% | 増加 |
| 25 | CBRE | Cbre Group INC - A | 0% | -1.68% | 減少 |
| 26 | JBL | Jabil INC | 0% | — | 変化なし |
| 27 | TSLA | Tesla INC | 0% | +12.94% | 増加 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -0.95% | 減少 |
| 29 | ABT | Abbott Laboratories | -0.1% | -16.72% | 減少 |
| 30 | AMAT | Applied Materials INC | -0.1% | -56.50% | 減少 |
| 31 | ROP | Roper Technologies INC | -0.1% | -6.61% | 減少 |
| 32 | EOG | Eog Resources INC | -0.1% | +3.40% | 増加 |
| 33 | CVX | Chevron CORP | -0.1% | -4.65% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -10.23% | 減少 |
| 35 | ADBE | Adobe INC | -0.1% | -4.66% | 減少 |
| 36 | CROX | Crocs INC | -0.1% | -0.21% | 減少 |
| 37 | COST | Costco Wholesale CORP | -0.1% | -8.24% | 減少 |
| 38 | AMT | American Tower CORP | -0.1% | -7.24% | 減少 |
| 39 | HD | Home Depot INC | -0.1% | -2.10% | 減少 |
| 40 | FISV | Fiserv INC | -0.2% | +11.71% | 増加 |
| 41 | BLDR | Builders Firstsource INC | -0.2% | -0.80% | 減少 |
| 42 | ACN | Accenture plc | -0.2% | -2.94% | 減少 |
| 43 | CB | Chubb Limited | -0.2% | -1.85% | 減少 |
| 44 | AZO | Autozone INC | -0.3% | -3.00% | 減少 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -6.86% | 減少 |
| 46 | TMO | Thermo Fisher Scientific INC | -0.5% | -1.90% | 減少 |
| 47 | STZ | Constellation Brands Inc-a | -0.7% | -96.35% | 減少 |
| 48 | AAPL | Apple INC | -0.8% | -3.33% | 減少 |
| 49 | TJX | Tjx Companies INC | -1% | -58.63% | 減少 |
| 50 | UNH | Unitedhealth Group INC | -1.3% | -6.88% | 減少 |