CIK: 0001034771
申告総資産額
$12.3億
上位200銘柄を表示中（全270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 | UCB | United Community Banks/ga | 株式-金融 | 4.39% | — | -0.76% | |
| 2 | UPBD | Upbound Group INC | 株式-その他 | 4.11% | — | +3.31% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.35% | — | -0.80% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.32% | — | — | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 1.81% | — | -3.01% | |
| 6 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.61% | +0.08% | — | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | +0.19% | +3.70% | |
| 8 | TRN | Trinity Industries INC | 株式-その他 | 1.33% | — | -15.89% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | +0.23% | -1.51% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 1.26% | +0.12% | +6.65% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.24% | — | +22.59% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.23% | — | +39.75% | |
| 13 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 1.15% | — | -8.63% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.09% | +0.09% | -1.73% | |
| 15 | GOOG | Alphabet A | 株式-通信サービス | 1.03% | — | +3.75% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | -0.13% | +0.40% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.93% | — | -28.66% | |
| 18 | FLS | Flowserve CORP | 株式-資本財 | 0.88% | — | +8.47% | |
| 19 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.86% | — | +8.33% | |
| 20 | ✓ | Newfield Expl Co | 株式-その他 | 0.86% | — | +9.99% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | +0.08% | +2.78% | |
| 22 | HN9 | Hanesbrands INC | 株式-その他 | 0.78% | — | +11.47% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.77% | — | +25.00% | |
| 24 | WU | Western Union Co | 株式-金融 | 0.77% | — | -2.45% | |
| 25 | CNC | Centene CORP | 株式-ヘルスケア | 0.77% | — | +6.37% | |
| 26 | DAR | Darling Ingredients INC | 株式-生活必需品 | 0.77% | — | +14.00% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.76% | — | — | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.06% | +5.86% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.80% | +25.56% | |
| 30 | AGCO | Agco CORP | 株式-資本財 | 0.74% | — | +8.45% | |
| 31 | BR | Broadridge Financial Solutio | 株式-IT | 0.72% | -0.09% | +7.19% | |
| 32 | CLH | Clean Harbors INC | 株式-資本財 | 0.70% | — | +37.45% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.07% | -3.91% | |
| 34 | ✓ | Urs CORP New | 株式-その他 | 0.69% | — | +3.39% | |
| 35 | AIG | American International Group | 株式-金融 | 0.67% | — | +26.29% | |
| 36 | PII | Polaris INC | 株式-一般消費財 | 0.67% | — | +4.41% | |
| 37 | PNR | Pentair plc | 株式-資本財 | 0.65% | — | +2.53% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | +21.89% | |
| 39 | ✓ | Safeway INC | 株式-その他 | 0.65% | — | +6.31% | |
| 40 | IEX | Idex CORP | 株式-資本財 | 0.64% | — | +8.63% | |
| 41 | ✓ | 株式-その他 | 0.62% | — | +17.60% | ||
| 42 | THO | Thor Industries INC | 株式-一般消費財 | 0.62% | — | +4.73% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | -0.09% | +19.84% | |
| 44 | TKR | Timken Co | 株式-資本財 | 0.61% | — | +1.87% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.60% | — | +23.63% | |
| 46 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 0.58% | — | — | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.13% | +3.53% | |
| 48 | AMG | Affiliated Managers Group | 株式-金融 | 0.55% | — | -5.82% | |
| 49 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.10% | -15.59% | |
| 50 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.54% | — | +7.22% |