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 | 6.07% | — | -0.23% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.45% | — | -0.01% | |
| 3 | UNP | Union Pacific CORP | 株式-資本財 | 5.13% | — | +0.31% | |
| 4 | BX | Blackstone INC | 株式-金融 | 4.91% | — | +0.60% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.60% | — | -1.80% | |
| 6 | MS | Morgan Stanley | 株式-金融 | 4.44% | — | +0.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 4.28% | — | -0.00% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.23% | — | +0.90% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.18% | — | +1.26% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 4.15% | — | +0.11% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 4.06% | — | +0.12% | |
| 12 | AVTR | Avantor INC | 株式-ヘルスケア | 4.03% | — | -0.11% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.79% | — | -1.17% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 3.68% | — | -0.80% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 3.55% | — | -40.31% | |
| 16 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 3.45% | — | -24.52% | |
| 17 | CCK | Crown Holdings INC | 株式-一般消費財 | 3.39% | — | -37.07% | |
| 18 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 3.21% | — | -0.47% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 3.06% | — | +12.63% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.99% | — | -21.91% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 2.69% | — | -6.90% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.63% | — | -4.97% | |
| 23 | ADBE | Adobe INC | 株式-IT | 2.09% | — | +10.25% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 2.05% | — | -0.13% | |
| 25 | SHOP | Shopify INC - Class A | 株式-IT | 1.73% | — | -1.34% | |
| 26 | KKR | Kkr & Co INC | 株式-金融 | 1.43% | — | +8.14% | |
| 27 | TRUP | Trupanion INC | 株式-その他 | 0.84% | — | -0.18% | |
| 28 | DISH | Dish Network Corp-a | 株式-その他 | 0.64% | — | -0.81% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.51% | — | +44.54% | |
| 30 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.47% | — | — | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | -23.82% | |
| 32 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.36% | — | — | |
| 33 | ACN | Accenture plc | 株式-IT | 0.33% | — | — | |
| 34 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.24% | — | — | |
| 35 | FAST | Fastenal Co | 株式-資本財 | 0.11% | — | — | |
| 36 | EMR | Emerson Electric Co | 株式-資本財 | 0.10% | — | — | |
| 37 | CODI | Compass Diversified Holdings | 株式-その他 | 0.09% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.08% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.07% | — | — | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.07% | — | +0.08% | |
| 41 | CCI | Crown Castle INC | 株式-不動産 | 0.07% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.06% | — | — | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.06% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.05% | — | -8.35% | |
| 46 | LXPUSD | Lxp Industrial Trust | 株式-その他 | 0.05% | — | — | |
| 47 | CPT | Camden Property Trust | 株式-不動産 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | -0.80% | 減少 |
| 2 | BX | Blackstone INC | +0.9% | +0.60% | 増加 |
| 3 | GOOG | Alphabet Inc-cl C | +0.5% | +0.90% | 増加 |
| 4 | AVTR | Avantor INC | +0.5% | -0.11% | 減少 |
| 5 | AMT | American Tower CORP | +0.5% | +12.63% | 増加 |
| 6 | PYPL | Paypal Holdings INC | +0.5% | +0.12% | 増加 |
| 7 | ADBE | Adobe INC | +0.5% | +10.25% | 増加 |
| 8 | MS | Morgan Stanley | +0.4% | +0.02% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.3% | -1.17% | 減少 |
| 10 | SHOP | Shopify INC - Class A | +0.3% | -1.34% | 減少 |
| 11 | KKR | Kkr & Co INC | +0.3% | +8.14% | 増加 |
| 12 | TRUP | Trupanion INC | +0.2% | -0.18% | 減少 |
| 13 | AAPL | Apple INC | +0.2% | -0.00% | 減少 |
| 14 | TMO | Thermo Fisher Scientific INC | +0.2% | +1.26% | 増加 |
| 15 | GS | Goldman Sachs Group INC | +0.2% | +44.54% | 増加 |
| 16 | V | Visa Inc-class A Shares | +0.2% | +0.11% | 増加 |
| 17 | AAP | Advance Auto Parts INC | +0.1% | -0.47% | 減少 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.23% | 減少 |
| 19 | AMZN | Amazon.com INC | +0.1% | -1.80% | 減少 |
| 20 | DISH | Dish Network Corp-a | +0.1% | -0.81% | 減少 |
| 21 | EPD | Enterprise Products Partners | 0% | — | 変化なし |
| 22 | HCA | Hca Healthcare INC | 0% | — | 変化なし |
| 23 | CCI | Crown Castle INC | 0% | — | 変化なし |
| 24 | ACN | Accenture plc | — | — | 変化なし |
| 25 | GOOGL | Alphabet Inc-cl A | — | — | 変化なし |
| 26 | CODI | Compass Diversified Holdings | — | — | 変化なし |
| 27 | ORCL | Oracle CORP | — | — | 変化なし |
| 28 | EMR | Emerson Electric Co | — | — | 変化なし |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | 変化なし |
| 30 | SBUX | Starbucks CORP | — | +0.08% | 増加 |
| 31 | NFLX | Netflix INC | 0% | -8.35% | 減少 |
| 32 | FAST | Fastenal Co | 0% | — | 変化なし |
| 33 | JNJ | Johnson & Johnson | 0% | — | 変化なし |
| 34 | PEP | Pepsico INC | 0% | -0.13% | 減少 |
| 35 | BKNG | Booking Holdings INC | -0.1% | — | 変化なし |
| 36 | PG | Procter & Gamble Co/the | -0.2% | -23.82% | 減少 |
| 37 | JPM | Jpmorgan Chase & Co | -0.2% | -0.01% | 減少 |
| 38 | KO | Coca-cola Co/the | -0.3% | -4.97% | 減少 |
| 39 | UNP | Union Pacific CORP | -0.3% | +0.31% | 増加 |
| 40 | CVX | Chevron CORP | -0.4% | -6.90% | 減少 |
| 41 | CHTR | Charter Communications Inc-a | -0.7% | -24.52% | 減少 |
| 42 | CMCSA | Comcast Corp-class A | -0.9% | -21.91% | 減少 |
| 43 | MSFT | Microsoft CORP | -2% | -40.31% | 減少 |
| 44 | CCK | Crown Holdings INC | -2.1% | -37.07% | 減少 |
| 45 | PFF | Ishares Preferred & Income S | — | EXIT | 全売却 |
| 46 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 47 | DISCKUSD | Discovery Inc-c | — | EXIT | 全売却 |
| 48 | LXPUSD | Lxp Industrial Trust | — | NEW | 新規購入 |
| 49 | CPT | Camden Property Trust | — | NEW | 新規購入 |