CIK: 0001116247
申告総資産額
$1.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.47% | -1.62% | -4.07% | |
| 2 | ORCL | Oracle CORP | 株式-IT | 5.48% | -1.18% | -5.95% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.36% | -0.29% | -0.27% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 4.48% | -0.60% | -5.19% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 4.24% | -0.38% | -1.70% | |
| 6 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 4.19% | +1.22% | -0.57% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.43% | -0.43% | -0.51% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.16% | -0.16% | -1.78% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.36% | — | -0.93% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.26% | -0.47% | -0.93% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.05% | -0.01% | -2.81% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.01% | — | +1.58% | |
| 13 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.84% | -0.11% | +0.39% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.81% | — | +21.91% | |
| 15 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.66% | — | -3.31% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.31% | -3.07% | |
| 17 | SHOP | Shopify INC - Class A | 株式-IT | 1.53% | -0.28% | +1.52% | |
| 18 | INTU | Intuit INC | 株式-IT | 1.51% | -0.41% | -5.95% | |
| 19 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 1.46% | — | -4.73% | |
| 20 | RY | Royal Bank Of Canada | 株式-金融 | 1.46% | -0.05% | -8.49% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 1.38% | — | -4.27% | |
| 22 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.35% | +0.17% | -0.64% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.03% | -2.15% | |
| 24 | ANET | Arista Networks INC | 株式-IT | 1.25% | — | +13.73% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.16% | +2.69% | |
| 26 | GE | General Electric | 株式-資本財 | 1.21% | — | -0.89% | |
| 27 | CCJ | Cameco CORP | 株式-エネルギー | 1.12% | +0.54% | -11.18% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.42% | +0.80% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.05% | — | -5.04% | |
| 30 | ASML | ASML Holding N.V. | 株式-IT | 0.97% | +0.44% | -38.77% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -0.02% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | +0.18% | -1.43% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | +0.17% | +11.63% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | — | -13.70% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | +3.43% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.78% | -0.17% | +3.08% | |
| 37 | AMD | Advanced Micro Devices | 株式-IT | 0.77% | — | -17.21% | |
| 38 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.75% | — | -2.37% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.74% | -0.17% | +14.32% | |
| 40 | GEV | GE Vernova INC | 株式-資本財 | 0.73% | +0.28% | +0.37% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.67% | -0.15% | +1.09% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | -9.34% | |
| 43 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.65% | — | +1.39% | |
| 44 | WRB | Wr Berkley CORP | 株式-金融 | 0.64% | — | -7.71% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -0.27% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.62% | — | -3.87% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | +6.27% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.56% | -0.13% | +3.52% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | -0.14% | +3.64% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +16.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +1.3% | -5.95% | 減少 |
| 2 | AVGO | Broadcom INC | +1.3% | -1.70% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.9% | -4.07% | 減少 |
| 4 | NFLX | Netflix INC | +0.7% | +21.91% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -5.19% | 減少 |
| 6 | CRWD | Crowdstrike Holdings INC - A | +0.4% | +0.39% | 増加 |
| 7 | CCJ | Cameco CORP | +0.3% | -11.18% | 減少 |
| 8 | ANET | Arista Networks INC | +0.3% | +13.73% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.3% | -2.15% | 減少 |
| 10 | GEV | GE Vernova INC | +0.3% | +0.37% | 増加 |
| 11 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | 新規購入 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新規購入 |
| 13 | GE | General Electric | +0.1% | -0.89% | 減少 |
| 14 | HOOD | Robinhood Markets INC - A | +0.1% | NEW | 新規購入 |
| 15 | KBE | Ss Spdr S&p Bank ETF | +0.1% | NEW | 新規購入 |
| 16 | AMZN | Amazon.com INC | +0.1% | -0.27% | 減少 |
| 17 | SHOP | Shopify INC - Class A | +0.1% | +1.52% | 増加 |
| 18 | SNOW | Snowflake INC | +0.1% | NEW | 新規購入 |
| 19 | NOW | Servicenow INC | +0.1% | +3.08% | 増加 |
| 20 | GS | Goldman Sachs Group INC | +0.1% | NEW | 新規購入 |
| 21 | XYZ | Block INC | +0.1% | NEW | 新規購入 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -1.78% | 減少 |
| 23 | INTU | Intuit INC | +0.1% | -5.95% | 減少 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | -16.80% | 減少 |
| 25 | UBER | Uber Technologies INC | +0.1% | +3.64% | 増加 |
| 26 | LHX | L3harris Technologies INC | +0.1% | +14.94% | 増加 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +16.60% | 増加 |
| 28 | GOOG | Alphabet Inc-cl C | 0% | -0.51% | 減少 |
| 29 | WMT | Walmart INC | 0% | +1.58% | 増加 |
| 30 | ADBE | Adobe INC | 0% | +14.32% | 増加 |
| 31 | AMD | Advanced Micro Devices | 0% | -17.21% | 減少 |
| 32 | PM | Philip Morris International | 0% | -4.27% | 減少 |
| 33 | LH | Labcorp Holdings INC | -0.1% | -4.73% | 減少 |
| 34 | RY | Royal Bank Of Canada | -0.1% | -8.49% | 減少 |
| 35 | AES | Aes CORP | -0.1% | EXIT | 全売却 |
| 36 | ADM | Archer-daniels-midland Co | -0.1% | -0.57% | 減少 |
| 37 | BMY | Bristol-myers Squibb Co | -0.2% | EXIT | 全売却 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -1.43% | 減少 |
| 39 | REGN | Regeneron Pharmaceuticals | -0.2% | +1.39% | 増加 |
| 40 | PEP | Pepsico INC | -0.2% | -0.02% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | +0.80% | 増加 |
| 42 | SJM | Jm Smucker Co/the | -0.3% | -2.37% | 減少 |
| 43 | SNPS | Synopsys INC | -0.3% | EXIT | 全売却 |
| 44 | FISV | Fiserv INC | -0.3% | EXIT | 全売却 |
| 45 | CHD | Church & Dwight Co INC | -0.4% | -0.64% | 減少 |
| 46 | LOW | Lowe's Cos INC | -0.4% | -2.81% | 減少 |
| 47 | ASML | ASML Holding N.V. | -0.5% | -38.77% | 減少 |
| 48 | AAPL | Apple INC | -0.5% | -0.93% | 減少 |
| 49 | CVX | Chevron CORP | -0.6% | -3.07% | 減少 |
| 50 | IWM | Ishares Russell 2000 ETF | -0.6% | EXIT | 全売却 |