CIK: 0002134841
申告総資産額
$7.7億
| # | 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 | SYY | Sysco CORP | 株式-生活必需品 | 24.85% | -0.40% | -0.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.58% | -0.83% | -0.63% | |
| 3 | HRL | Hormel Foods CORP | 株式-生活必需品 | 3.82% | — | +9.81% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.48% | +0.10% | -0.88% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.17% | -0.13% | -1.63% | |
| 6 | AMAT | Applied Materials INC | 株式-IT | 3.11% | +0.11% | -20.11% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.70% | — | -0.59% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.34% | +0.02% | -0.58% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 2.05% | — | +3.70% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 1.84% | -0.07% | +0.21% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.73% | +0.03% | +0.64% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | -0.15% | +0.83% | |
| 13 | PAYX | Paychex INC | 株式-IT | 1.63% | — | -0.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | -0.25% | +7.04% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | -0.04% | +4.69% | |
| 16 | VAREUR | Varian Medical Systems INC | 株式-その他 | 1.42% | — | -1.41% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | -0.03% | +0.02% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | +0.02% | -0.12% | |
| 19 | TT | Trane Technologies plc | 株式-資本財 | 1.31% | +0.07% | -0.17% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.30% | +0.07% | +1.99% | |
| 21 | FDX | Fedex CORP | 株式-資本財 | 1.07% | +0.24% | -0.28% | |
| 22 | ETN | Eaton Corporation plc | 株式-資本財 | 1.04% | +0.06% | -0.15% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | — | +0.46% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.99% | +0.03% | +3.83% | |
| 25 | NUE | Nucor CORP | 株式-素材 | 0.98% | +0.12% | +3.71% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.93% | +0.05% | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | +0.19% | +7.94% | |
| 28 | MSI | Motorola Solutions INC | 株式-IT | 0.87% | +0.01% | -1.67% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.86% | — | +6.43% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.82% | +0.11% | -0.55% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | -0.70% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | +0.10% | +1.14% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | +0.01% | +0.44% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.73% | — | -0.70% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | — | -0.29% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | +1.18% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | +0.06% | +6.92% | |
| 38 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.61% | +0.03% | +9.71% | |
| 39 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.60% | +0.04% | -0.26% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | +0.02% | -0.10% | |
| 41 | CLX | Clorox Company | 株式-生活必需品 | 0.53% | — | -0.41% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.51% | — | +11.29% | |
| 43 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.45% | — | -0.65% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.45% | +0.04% | -0.35% | |
| 45 | IP | International Paper Co | 株式-一般消費財 | 0.45% | -0.12% | +8.36% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +0.66% | |
| 47 | EOG | Eog Resources INC | 株式-エネルギー | 0.43% | +0.02% | +22.35% | |
| 48 | WU | Western Union Co | 株式-金融 | 0.41% | -0.17% | -3.36% | |
| 49 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.41% | +0.04% | +4.91% | |
| 50 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.39% | — | -1.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | +0.4% | -20.11% | 減少 |
| 2 | NUE | Nucor CORP | +0.3% | +3.71% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.04% | 増加 |
| 4 | HRL | Hormel Foods CORP | +0.2% | +9.81% | 増加 |
| 5 | EOG | Eog Resources INC | +0.2% | +22.35% | 増加 |
| 6 | USB | US Bancorp | +0.1% | +6.43% | 増加 |
| 7 | INTC | Intel CORP | +0.1% | +11.29% | 増加 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.64% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.1% | +1.99% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +1.14% | 増加 |
| 11 | CAH | Cardinal Health INC | +0.1% | +9.71% | 増加 |
| 12 | TT | Trane Technologies plc | +0.1% | -0.17% | 減少 |
| 13 | ETN | Eaton Corporation plc | +0.1% | -0.15% | 減少 |
| 14 | LOW | Lowe's Cos INC | +0.1% | -0.70% | 減少 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -0.25% | 減少 |
| 16 | COP | Conocophillips | +0.1% | +1.54% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.88% | 減少 |
| 18 | SLB | Slb LTD | +0.1% | +70.45% | 増加 |
| 19 | CVX | Chevron CORP | +0.1% | +0.67% | 増加 |
| 20 | IP | International Paper Co | 0% | +8.36% | 増加 |
| 21 | XRAY | Dentsply Sirona INC | 0% | -1.22% | 減少 |
| 22 | MPC | Marathon Petroleum CORP | 0% | -1.65% | 減少 |
| 23 | NWL | Newell Brands INC | 0% | +11.24% | 増加 |
| 24 | HN9 | Hanesbrands INC | 0% | -0.11% | 減少 |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 26 | LLY | Eli Lilly & Co | 0% | +0.44% | 増加 |
| 27 | HPQ | Hp INC | 0% | -2.07% | 減少 |
| 28 | JNJ | Johnson & Johnson | 0% | +4.69% | 増加 |
| 29 | BSX | Boston Scientific CORP | 0% | +4.91% | 増加 |
| 30 | HD | Home Depot INC | 0% | — | 変化なし |
| 31 | IYT | Ishares US Transportation Et | 0% | -1.50% | 減少 |
| 32 | FDX | Fedex CORP | 0% | -0.28% | 減少 |
| 33 | MSI | Motorola Solutions INC | 0% | -1.67% | 減少 |
| 34 | EMR | Emerson Electric Co | 0% | -0.45% | 減少 |
| 35 | UNP | Union Pacific CORP | 0% | +0.21% | 増加 |
| 36 | PAYX | Paychex INC | 0% | -0.70% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.1% | -0.59% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.1% | +0.83% | 増加 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.63% | 減少 |
| 40 | CL | Colgate-palmolive Co | -0.1% | -0.70% | 減少 |
| 41 | PEP | Pepsico INC | -0.2% | -0.12% | 減少 |
| 42 | WMT | Walmart INC | -0.2% | +0.02% | 増加 |
| 43 | SYY | Sysco CORP | -0.3% | -0.02% | 減少 |
| 44 | QCOM | Qualcomm INC | -0.4% | +3.70% | 増加 |
| 45 | AAPL | Apple INC | -0.8% | -0.63% | 減少 |
| 46 | CSX | Csx CORP | — | NEW | 新規購入 |
| 47 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 48 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 49 | KSUEUR | Kansas City Southern | — | NEW | 新規購入 |
| 50 | VMI | Valmont Industries | — | NEW | 新規購入 |