CIK: 0001569205
申告総資産額
$128.3億
| # | 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 | MCD | Mcdonald's CORP | 株式-一般消費財 | 10.88% | — | +4.43% | |
| 2 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 9.28% | — | +0.85% | |
| 3 | SYK | Stryker CORP | 株式-ヘルスケア | 8.77% | +0.27% | +3.24% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 7.51% | — | — | |
| 5 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 7.42% | — | — | |
| 6 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 7.02% | — | — | |
| 7 | PM | Philip Morris International | 株式-生活必需品 | 6.93% | +0.85% | +8.90% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.54% | — | +10.05% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 5.45% | +0.07% | +2.71% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.13% | +1.17% | +1.37% | |
| 11 | MMM | 3m Co | 株式-資本財 | 5.13% | — | +1.38% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 4.96% | -0.17% | — | |
| 13 | ✓ | 株式-その他 | 4.88% | — | +14.70% | ||
| 14 | EBAY | Ebay INC | 株式-一般消費財 | 4.69% | — | +62.85% | |
| 15 | CHH | Choice Hotels Intl INC | 株式-一般消費財 | 2.71% | — | -14.66% | |
| 16 | CL | Colgate-palmolive Co | 株式-生活必需品 | 2.70% | — | +11.68% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EBAY | Ebay INC | +1.9% | +62.85% | 増加 |
| 2 | MCD | Mcdonald's CORP | +0.8% | +4.43% | 増加 |
| 3 | ✓ | +0.3% | +14.70% | 増加 | |
| 4 | JNJ | Johnson & Johnson | +0.3% | +10.05% | 増加 |
| 5 | KDP | Keurig Dr Pepper Inc. | +0.2% | +0.85% | 増加 |
| 6 | PG | Procter & Gamble Co/the | — | +1.37% | 増加 |
| 7 | PM | Philip Morris International | 0% | +8.90% | 増加 |
| 8 | CL | Colgate-palmolive Co | 0% | +11.68% | 増加 |
| 9 | DPZ | Domino's Pizza INC | -0.2% | — | 変化なし |
| 10 | V | Visa Inc-class A Shares | -0.2% | +2.71% | 増加 |
| 11 | PEP | Pepsico INC | -0.3% | — | 変化なし |
| 12 | MMM | 3m Co | -0.4% | +1.38% | 増加 |
| 13 | CHH | Choice Hotels Intl INC | -0.4% | -14.66% | 減少 |
| 14 | SYK | Stryker CORP | -0.8% | +3.24% | 増加 |
| 15 | BDX | Becton Dickinson And Co | — | NEW | 新規購入 |
| 16 | BDX | Becton, Dickinson and Company | — | EXIT | 全売却 |
| 17 | ADP | Automatic Data Processing, Inc. | — | EXIT | 全売却 |
| 18 | ADP | Automatic Data Processing | — | NEW | 新規購入 |