CIK: 0000728083
申告総資産額
$360.6億
上位200銘柄を表示中（全669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 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 29.45% | -0.08% | -2.04% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.47% | -1.04% | -1.22% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.55% | -0.16% | -2.33% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.23% | -0.23% | -1.88% | |
| 5 | KKR | Kkr & Co INC | 株式-金融 | 3.08% | -0.47% | -0.11% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.66% | -0.40% | -5.02% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.59% | -0.05% | +0.21% | |
| 8 | AZO | Autozone INC | 株式-一般消費財 | 2.46% | — | +1.02% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.45% | -0.43% | +0.25% | |
| 10 | BN | Brookfield CORP | 株式-金融 | 2.34% | -0.26% | -1.48% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 1.61% | -0.16% | -4.59% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.61% | -0.12% | -0.86% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.33% | +0.16% | +36.77% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.20% | -0.14% | +0.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | -0.11% | -0.59% | |
| 16 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.02% | -0.58% | +36.62% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 1.02% | +0.26% | -0.41% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.99% | -0.03% | +2.53% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | +0.25% | |
| 20 | SPGI | S&p Global INC | 株式-金融 | 0.93% | +0.36% | -0.44% | |
| 21 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.91% | — | -13.16% | |
| 22 | LIN | Linde plc | 株式-素材 | 0.87% | +0.17% | -0.90% | |
| 23 | ASML | ASML Holding N.V. | 株式-IT | 0.87% | +0.53% | +0.42% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | +0.59% | -2.02% | |
| 25 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.80% | +0.64% | -20.96% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | +6.99% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.72% | -0.07% | +1.85% | |
| 28 | CPRT | Copart INC | 株式-資本財 | 0.70% | -0.22% | -3.25% | |
| 29 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.69% | — | +1.12% | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | -2.45% | |
| 31 | MKL | Markel Group INC | 株式-金融 | 0.56% | — | +0.11% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.56% | -0.49% | +5106.97% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.56% | — | +2.03% | |
| 34 | AZPN1USD | Aspen Technology INC | 株式-その他 | 0.55% | — | +53.02% | |
| 35 | KEYS | Keysight Technologies In | 株式-IT | 0.55% | — | -1.96% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | -1.54% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.53% | -0.11% | +2.01% | |
| 38 | ✓ | Lvmh Moet Hennessy Louis Vuitton | 株式-その他 | 0.52% | -0.27% | — | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | — | +1.05% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.46% | — | -2.43% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.11% | -1.62% | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.46% | -0.04% | -15.11% | |
| 43 | ALLY | Ally Financial INC | 株式-金融 | 0.43% | -0.06% | -3.31% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.40% | -0.08% | -1.17% | |
| 45 | CSW | Csw Industrials INC | 株式-資本財 | 0.38% | — | -6.16% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.34% | — | +16.80% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -4.66% | |
| 48 | MTCH | Match Group INC | 株式-通信サービス | 0.32% | — | +0.42% | |
| 49 | SE | Sea Ltd-adr | 株式-通信サービス | 0.31% | — | +0.39% | |
| 50 | FTV | Fortive CORP | 株式-IT | 0.31% | — | +3.61% |
| # | 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 | +0.7% | -2.33% | 減少 |
| 2 | CRM | Salesforce INC | +0.6% | +5106.97% | 増加 |
| 3 | ✓ | Lvmh Moet Hennessy Louis Vuitton | +0.5% | NEW | 新規購入 |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | -1.88% | 減少 |
| 5 | AMAT | Applied Materials INC | +0.5% | +36.77% | 増加 |
| 6 | TTWO | Take-two Interactive Softwre | +0.3% | +36.62% | 増加 |
| 7 | ORCL | Oracle CORP | +0.3% | +0.25% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | -1.22% | 減少 |
| 9 | AVGO | Broadcom INC | +0.2% | +0.88% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.59% | 減少 |
| 11 | AZPN1USD | Aspen Technology INC | +0.2% | +53.02% | 増加 |
| 12 | LB | Landbridge Co Llc-a | +0.1% | NEW | 新規購入 |
| 13 | KKR | Kkr & Co INC | +0.1% | -0.11% | 減少 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.99% | 増加 |
| 15 | SE | Sea Ltd-adr | +0.1% | +0.39% | 増加 |
| 16 | NVDA | Nvidia CORP | +0.1% | +905.41% | 増加 |
| 17 | ATAT | Atour Lifestyle Holdings-adr | +0.1% | NEW | 新規購入 |
| 18 | NEE | Nextera Energy INC | +0.1% | +1.05% | 増加 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +145255.38% | 増加 |
| 20 | PM | Philip Morris International | +0.1% | -2.45% | 減少 |
| 21 | AMT | American Tower CORP | +0.1% | +68.14% | 増加 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +15.91% | 増加 |
| 23 | ASML | ASML Holding N.V. | 0% | +0.42% | 増加 |
| 24 | GE | General Electric | 0% | +228.86% | 増加 |
| 25 | SPGI | S&p Global INC | 0% | -0.44% | 減少 |
| 26 | AMZN | Amazon.com INC | 0% | -2.02% | 減少 |
| 27 | SG | Sweetgreen INC - Class A | 0% | -68.88% | 減少 |
| 28 | BIP | Brookfield Infrastructure Partners L.P. | 0% | -6.81% | 減少 |
| 29 | BILI | Bilibili Inc-sponsored Adr | -0.1% | EXIT | 全売却 |
| 30 | MCD | Mcdonald's CORP | -0.1% | +2.03% | 増加 |
| 31 | JNJ | Johnson & Johnson | -0.1% | -1.62% | 減少 |
| 32 | ORLY | O'reilly Automotive INC | -0.1% | +1.12% | 増加 |
| 33 | ✓ | -0.1% | EXIT | 全売却 | |
| 34 | MTCH | Match Group INC | -0.1% | +0.42% | 増加 |
| 35 | LIN | Linde plc | -0.1% | -0.90% | 減少 |
| 36 | V | Visa Inc-class A Shares | -0.1% | +0.25% | 増加 |
| 37 | CMCSA | Comcast Corp-class A | -0.1% | -1.54% | 減少 |
| 38 | UNH | Unitedhealth Group INC | -0.1% | -5.02% | 減少 |
| 39 | BN | Brookfield CORP | -0.1% | -1.48% | 減少 |
| 40 | ICE | Intercontinental Exchange In | -0.1% | -15.11% | 減少 |
| 41 | DHR | Danaher CORP | -0.1% | -4.59% | 減少 |
| 42 | CPRT | Copart INC | -0.1% | -3.25% | 減少 |
| 43 | ACN | Accenture plc | -0.1% | +1.85% | 増加 |
| 44 | KEYS | Keysight Technologies In | -0.1% | -1.96% | 減少 |
| 45 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.86% | 減少 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.21% | 増加 |
| 47 | LOW | Lowe's Cos INC | -0.1% | +2.53% | 増加 |
| 48 | AZO | Autozone INC | -0.2% | +1.02% | 増加 |
| 49 | NSRGY | Nestle Sa-spons Adr | -0.2% | -13.16% | 減少 |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | -2% | -2.04% | 減少 |