CIK: 0000728083
申告総資産額
$360.6億
上位200銘柄を表示中（全682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 | 30.10% | -0.08% | -2.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.71% | -1.04% | -0.89% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.61% | -0.16% | -0.98% | |
| 4 | KKR | Kkr & Co INC | 株式-金融 | 3.37% | -0.47% | -4.63% | |
| 5 | BN | Brookfield CORP | 株式-金融 | 2.70% | -0.26% | -2.48% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.70% | -0.40% | -4.21% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.69% | -0.23% | -1.25% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.66% | -0.05% | -1.89% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.65% | -0.43% | -3.32% | |
| 10 | AZO | Autozone INC | 株式-一般消費財 | 2.42% | — | +0.04% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.63% | -0.12% | -2.13% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.59% | -0.16% | -4.10% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.56% | +0.16% | +48.77% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.25% | -0.49% | +128.45% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.19% | -0.14% | +901.75% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.12% | -0.03% | +0.50% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | — | +13.07% | |
| 18 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.97% | -0.58% | +4.20% | |
| 19 | SPGI | S&p Global INC | 株式-金融 | 0.97% | +0.36% | -1.99% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.11% | +3.66% | |
| 21 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.89% | +0.64% | -0.04% | |
| 22 | LIN | Linde plc | 株式-素材 | 0.86% | +0.17% | -2.24% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 0.84% | +0.26% | -7.09% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -1.28% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.74% | -0.07% | -4.98% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.59% | -1.96% | |
| 27 | ASML | ASML Holding N.V. | 株式-IT | 0.68% | +0.53% | +3.71% | |
| 28 | ✓ | Lvmh Moet Hennessy Louis Vuitton | 株式-その他 | 0.68% | -0.27% | +40.05% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | -0.77% | |
| 30 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.66% | — | -4.89% | |
| 31 | AZPN1USD | Aspen Technology INC | 株式-その他 | 0.63% | — | +2.61% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 0.61% | -0.22% | -3.08% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.60% | — | -2.46% | |
| 34 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.57% | -0.11% | +3.90% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | +0.86% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | -3.08% | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 0.49% | -0.04% | -2.21% | |
| 38 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.48% | — | -41.93% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.47% | +0.23% | +164.26% | |
| 40 | KEYS | Keysight Technologies In | 株式-IT | 0.44% | — | -25.82% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.11% | -7.36% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.43% | -0.08% | -1.53% | |
| 43 | MKL | Markel Group INC | 株式-金融 | 0.43% | — | -16.88% | |
| 44 | ALLY | Ally Financial INC | 株式-金融 | 0.43% | -0.06% | +18.20% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.41% | — | -7.06% | |
| 46 | CSW | Csw Industrials INC | 株式-資本財 | 0.40% | — | -16.40% | |
| 47 | MTCH | Match Group INC | 株式-通信サービス | 0.38% | — | +2.96% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +0.91% | |
| 49 | FTV | Fortive CORP | 株式-IT | 0.32% | — | +6.18% | |
| 50 | SCI | Service CORP International | 株式-一般消費財 | 0.29% | — | -0.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.7% | +128.45% | 増加 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.7% | -2.07% | 減少 |
| 3 | BN | Brookfield CORP | +0.4% | -2.48% | 減少 |
| 4 | KKR | Kkr & Co INC | +0.3% | -4.63% | 減少 |
| 5 | NVDA | Nvidia CORP | +0.3% | +164.26% | 増加 |
| 6 | AMAT | Applied Materials INC | +0.2% | +48.77% | 増加 |
| 7 | ORCL | Oracle CORP | +0.2% | -3.32% | 減少 |
| 8 | ✓ | Lvmh Moet Hennessy Louis Vuitton | +0.2% | +40.05% | 増加 |
| 9 | LOW | Lowe's Cos INC | +0.1% | +0.50% | 増加 |
| 10 | LB | Landbridge Co Llc-a | +0.1% | +14.41% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +13.07% | 増加 |
| 12 | TPL | Texas Pacific Land CORP | +0.1% | -0.04% | 減少 |
| 13 | AZPN1USD | Aspen Technology INC | +0.1% | +2.61% | 増加 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.89% | 減少 |
| 15 | AAPL | Apple INC | +0.1% | -0.98% | 減少 |
| 16 | PM | Philip Morris International | +0.1% | -0.77% | 減少 |
| 17 | MTCH | Match Group INC | +0.1% | +2.96% | 増加 |
| 18 | NICE | Nice LTD - Spon Adr | +0.1% | +44.58% | 増加 |
| 19 | SOXX | Ishares Semiconductor ETF | +0.1% | +7342.30% | 増加 |
| 20 | UNH | Unitedhealth Group INC | 0% | -4.21% | 減少 |
| 21 | SPGI | S&p Global INC | 0% | -1.99% | 減少 |
| 22 | MCD | Mcdonald's CORP | 0% | -2.46% | 減少 |
| 23 | MDLZ | Mondelez International Inc-a | 0% | +3.90% | 増加 |
| 24 | NEE | Nextera Energy INC | 0% | -3.08% | 減少 |
| 25 | ICE | Intercontinental Exchange In | 0% | -2.21% | 減少 |
| 26 | AXP | American Express Co | 0% | -1.53% | 減少 |
| 27 | AIZ | Assurant INC | 0% | +5.94% | 増加 |
| 28 | TMO | Thermo Fisher Scientific INC | 0% | -2.13% | 減少 |
| 29 | ACN | Accenture plc | 0% | -4.98% | 減少 |
| 30 | CSW | Csw Industrials INC | 0% | -16.40% | 減少 |
| 31 | ABBV | Abbvie INC | 0% | +0.91% | 増加 |
| 32 | AVGO | Broadcom INC | 0% | +901.75% | 増加 |
| 33 | LIN | Linde plc | 0% | -2.24% | 減少 |
| 34 | DHR | Danaher CORP | 0% | -4.10% | 減少 |
| 35 | AZO | Autozone INC | 0% | +0.04% | 増加 |
| 36 | ATAT | Atour Lifestyle Holdings-adr | -0.1% | EXIT | 全売却 |
| 37 | BKNG | Booking Holdings INC | -0.1% | -77.05% | 減少 |
| 38 | XIFR | Xplr Infrastructure LP | -0.1% | -90.58% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.1% | -1.96% | 減少 |
| 40 | KEYS | Keysight Technologies In | -0.1% | -25.82% | 減少 |
| 41 | MKL | Markel Group INC | -0.1% | -16.88% | 減少 |
| 42 | NKE | Nike INC -cl B | -0.1% | -44.23% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.66% | 増加 |
| 44 | HON | Honeywell International INC | -0.2% | -7.09% | 減少 |
| 45 | ASML | ASML Holding N.V. | -0.2% | +3.71% | 増加 |
| 46 | PDD | Pdd Holdings INC | -0.3% | EXIT | 全売却 |
| 47 | SE | Sea Ltd-adr | -0.3% | -99.61% | 減少 |
| 48 | NSRGY | Nestle Sa-spons Adr | -0.4% | -41.93% | 減少 |
| 49 | GOOG | Alphabet Inc-cl C | -0.5% | -1.25% | 減少 |
| 50 | MSFT | Microsoft CORP | -0.8% | -0.89% | 減少 |