CIK: 0001277158
申告総資産額
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| # | 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-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.92% | — | -14.49% | |
| 2 | CCK | Crown Holdings INC | 株式-一般消費財 | 5.89% | — | -0.52% | |
| 3 | UNP | Union Pacific CORP | 株式-資本財 | 5.73% | — | +56.75% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.57% | — | +25.73% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.09% | — | — | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.06% | — | +30.06% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.71% | — | +4.37% | |
| 8 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 4.68% | — | +0.16% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.56% | — | +0.39% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 4.45% | — | +5.48% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 4.45% | — | +16.94% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 4.05% | — | +41.91% | |
| 13 | MS | Morgan Stanley | 株式-金融 | 3.77% | — | +893.45% | |
| 14 | BX | Blackstone INC | 株式-金融 | 3.63% | — | +3.25% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.58% | — | +0.39% | |
| 16 | AVTR | Avantor INC | 株式-ヘルスケア | 3.54% | — | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.49% | — | +1.08% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.42% | — | +3.06% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 2.97% | — | +8.59% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 2.65% | — | -1.99% | |
| 21 | AMT | American Tower CORP | 株式-不動産 | 2.59% | — | -12.80% | |
| 22 | ADBE | Adobe INC | 株式-IT | 1.94% | — | +4.21% | |
| 23 | TRUP | Trupanion INC | 株式-その他 | 1.92% | — | -34.60% | |
| 24 | SHOP | Shopify INC - Class A | 株式-IT | 1.55% | — | -0.88% | |
| 25 | KKR | Kkr & Co INC | 株式-金融 | 1.06% | — | -1.10% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | — | |
| 27 | DISH | Dish Network Corp-a | 株式-その他 | 0.60% | — | — | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.42% | — | -0.67% | |
| 29 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.42% | — | — | |
| 30 | ACN | Accenture plc | 株式-IT | 0.35% | — | +2.27% | |
| 31 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.22% | — | — | |
| 32 | CCI | Crown Castle INC | 株式-不動産 | 0.16% | — | — | |
| 33 | ZEN1EUR | Zendesk INC | 株式-その他 | 0.13% | — | — | |
| 34 | FAST | Fastenal Co | 株式-資本財 | 0.12% | — | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.12% | — | — | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.11% | — | — | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.10% | — | — | |
| 38 | CODI | Compass Diversified Holdings | 株式-その他 | 0.08% | — | -4.18% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.07% | — | +0.08% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.07% | — | -11.40% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.06% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MS | Morgan Stanley | +3.4% | +893.45% | 増加 |
| 2 | UNP | Union Pacific CORP | +1.1% | +56.75% | 増加 |
| 3 | CMCSA | Comcast Corp-class A | +0.6% | +41.91% | 増加 |
| 4 | PYPL | Paypal Holdings INC | +0.1% | +16.94% | 増加 |
| 5 | HCA | Hca Healthcare INC | — | — | 変化なし |
| 6 | EMR | Emerson Electric Co | 0% | — | 変化なし |
| 7 | SBUX | Starbucks CORP | 0% | +0.08% | 増加 |
| 8 | FAST | Fastenal Co | 0% | — | 変化なし |
| 9 | ORCL | Oracle CORP | 0% | — | 変化なし |
| 10 | PFF | Ishares Preferred & Income S | 0% | — | 変化なし |
| 11 | NFLX | Netflix INC | 0% | -11.40% | 減少 |
| 12 | CODI | Compass Diversified Holdings | 0% | -4.18% | 減少 |
| 13 | AMZN | Amazon.com INC | 0% | +30.06% | 増加 |
| 14 | EPD | Enterprise Products Partners | 0% | -0.67% | 減少 |
| 15 | ACN | Accenture plc | -0.1% | +2.27% | 増加 |
| 16 | MSFT | Microsoft CORP | -0.1% | +25.73% | 増加 |
| 17 | KKR | Kkr & Co INC | -0.2% | -1.10% | 減少 |
| 18 | BX | Blackstone INC | -0.2% | +3.25% | 増加 |
| 19 | PG | Procter & Gamble Co/the | -0.2% | — | 変化なし |
| 20 | CCK | Crown Holdings INC | -0.3% | -0.52% | 減少 |
| 21 | GOOG | Alphabet Inc-cl C | -0.4% | +3.06% | 増加 |
| 22 | SHOP | Shopify INC - Class A | -0.4% | -0.88% | 減少 |
| 23 | ADBE | Adobe INC | -0.5% | +4.21% | 増加 |
| 24 | AAPL | Apple INC | -0.6% | +4.37% | 増加 |
| 25 | TRUP | Trupanion INC | -0.7% | -34.60% | 減少 |
| 26 | KO | Coca-cola Co/the | -0.7% | +1.08% | 増加 |
| 27 | PEP | Pepsico INC | -0.8% | -1.99% | 減少 |
| 28 | V | Visa Inc-class A Shares | -0.8% | +5.48% | 増加 |
| 29 | NVDA | Nvidia CORP | -0.9% | +8.59% | 増加 |
| 30 | META | Meta Platforms Inc-class A | -1.1% | +0.39% | 増加 |
| 31 | TMO | Thermo Fisher Scientific INC | -1.3% | +0.39% | 増加 |
| 32 | CHTR | Charter Communications Inc-a | -1.3% | +0.16% | 増加 |
| 33 | AMT | American Tower CORP | -1.7% | -12.80% | 減少 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -2.7% | -14.49% | 減少 |
| 35 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 36 | AVTR | Avantor INC | — | NEW | 新規購入 |
| 37 | DISH | Dish Network Corp-a | — | NEW | 新規購入 |
| 38 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 39 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 40 | ZEN1EUR | Zendesk INC | — | NEW | 新規購入 |
| 41 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 42 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |