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 | UPBD | Upbound Group INC | 株式-その他 | 4.30% | — | +7.02% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 3.79% | — | — | |
| 3 | UCB | United Community Banks/ga | 株式-金融 | 3.35% | — | -0.22% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.22% | — | — | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.04% | — | — | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 1.71% | — | -2.90% | |
| 7 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.67% | +0.08% | +6.52% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.19% | -0.43% | |
| 9 | COP | Conocophillips | 株式-エネルギー | 1.44% | +0.12% | +3.09% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.25% | — | +544.20% | |
| 11 | TRN | Trinity Industries INC | 株式-その他 | 1.20% | — | +63.84% | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.19% | — | +4.67% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.23% | -8.06% | |
| 14 | ✓ | Newfield Expl Co | 株式-その他 | 0.99% | — | -10.23% | |
| 15 | HN9 | Hanesbrands INC | 株式-その他 | 0.95% | — | +3.94% | |
| 16 | T | At&t INC | 株式-通信サービス | 0.95% | +0.09% | -4.76% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.13% | +6.91% | |
| 18 | CNC | Centene CORP | 株式-ヘルスケア | 0.88% | — | +3.79% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | +0.59% | |
| 20 | CLH | Clean Harbors INC | 株式-資本財 | 0.81% | — | +9.44% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.09% | +51.25% | |
| 22 | FLS | Flowserve CORP | 株式-資本財 | 0.80% | — | +5.49% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.78% | — | +10.00% | |
| 24 | BR | Broadridge Financial Solutio | 株式-IT | 0.77% | -0.09% | +5.30% | |
| 25 | DAR | Darling Ingredients INC | 株式-生活必需品 | 0.77% | — | +5.57% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.80% | +12.54% | |
| 27 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 0.77% | — | -6.08% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | +0.08% | -0.53% | |
| 29 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.72% | — | -8.43% | |
| 30 | WU | Western Union Co | 株式-金融 | 0.72% | — | -3.37% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.71% | — | — | |
| 32 | ✓ | 株式-その他 | 0.71% | — | +7.36% | ||
| 33 | AGCO | Agco CORP | 株式-資本財 | 0.71% | — | +4.49% | |
| 34 | AIG | American International Group | 株式-金融 | 0.70% | — | +5.54% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.06% | -5.21% | |
| 36 | TKR | Timken Co | 株式-資本財 | 0.69% | — | +8.15% | |
| 37 | IEX | Idex CORP | 株式-資本財 | 0.69% | — | +6.26% | |
| 38 | ✓ | Urs CORP New | 株式-その他 | 0.65% | — | +6.51% | |
| 39 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 0.63% | — | — | |
| 40 | DFSEUR | Discover Financial Services | 株式-その他 | 0.63% | — | +67.92% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | -3.25% | |
| 42 | SLB | Slb LTD | 株式-エネルギー | 0.62% | — | -13.58% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.07% | -0.71% | |
| 44 | PII | Polaris INC | 株式-一般消費財 | 0.58% | — | +3.54% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.58% | — | +39.54% | |
| 46 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.57% | — | +7.75% | |
| 47 | PNR | Pentair plc | 株式-資本財 | 0.56% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | — | +29.25% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | +2.75% | |
| 50 | THO | Thor Industries INC | 株式-一般消費財 | 0.54% | — | +2.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DFSEUR | Discover Financial Services | +0.2% | +67.92% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.2% | +51.25% | 増加 |
| 3 | UPBD | Upbound Group INC | +0.2% | +7.02% | 増加 |
| 4 | COP | Conocophillips | +0.2% | +3.09% | 増加 |
| 5 | HN9 | Hanesbrands INC | +0.2% | +3.94% | 増加 |
| 6 | PG | Procter & Gamble Co/the | +0.2% | +63.12% | 増加 |
| 7 | HAL | Halliburton Co | +0.1% | +27.33% | 増加 |
| 8 | ENR | Energizer Holdings, Inc. | +0.1% | +72.79% | 増加 |
| 9 | TG7 | Triumph Group INC | +0.1% | +103.09% | 増加 |
| 10 | ✓ | Newfield Expl Co | +0.1% | -10.23% | 減少 |
| 11 | CSCO | Cisco Systems INC | +0.1% | +34.85% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +70.81% | 増加 |
| 13 | F | Ford Motor Co | +0.1% | +52.34% | 増加 |
| 14 | C | Citigroup INC | +0.1% | +39.54% | 増加 |
| 15 | CNC | Centene CORP | +0.1% | +3.79% | 増加 |
| 16 | CLH | Clean Harbors INC | +0.1% | +9.44% | 増加 |
| 17 | HCA | Hca Healthcare INC | +0.1% | +6.52% | 増加 |
| 18 | DE | Deere & Co | -0.2% | -65.81% | 減少 |
| 19 | CMG | Chipotle Mexican Grill INC | -0.2% | -66.50% | 減少 |
| 20 | GLW | Corning INC | -0.2% | -60.53% | 減少 |
| 21 | ✓ | -0.3% | -67.66% | 減少 | |
| 22 | VLO | Valero Energy CORP | -0.3% | -45.34% | 減少 |
| 23 | ✓ | Safeway INC | -0.4% | -47.26% | 減少 |
| 24 | REFI | Chicago Atlantic Real Estate Finance, Inc. | -0.4% | -6.08% | 減少 |
| 25 | GOOG | Alphabet A | -0.6% | -13.42% | 減少 |
| 26 | UCB | United Community Banks/ga | -1% | -0.22% | 減少 |
| 27 | VUG | Vanguard Growth ETF | — | NEW | 新規購入 |
| 28 | IVV | Ishares Core S&p 500 ETF | — | EXIT | 全売却 |
| 29 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |
| 30 | PNR | Pentair plc | — | EXIT | 全売却 |
| 31 | PNR | Pentair plc | — | NEW | 新規購入 |
| 32 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 33 | UAL | United Airlines Holdings INC | — | NEW | 新規購入 |
| 34 | CF | Cf Industries Holdings INC | — | EXIT | 全売却 |
| 35 | BBY | Best Buy Co INC | — | NEW | 新規購入 |
| 36 | SJM | Jm Smucker Co/the | — | NEW | 新規購入 |
| 37 | ✓ | — | NEW | 新規購入 | |
| 38 | L | Loews CORP | — | NEW | 新規購入 |
| 39 | JBHT | Hunt (jb) Transprt Svcs INC | — | EXIT | 全売却 |
| 40 | ✓ | Proshares | — | NEW | 新規購入 |
| 41 | OIEUR | Owens-illinois INC | — | NEW | 新規購入 |
| 42 | NE | Noble Corporation plc | — | NEW | 新規購入 |
| 43 | CME | Cme Group INC | — | EXIT | 全売却 |
| 44 | ARLP | Alliance Resource Partners, L.P. | — | EXIT | 全売却 |
| 45 | AVPUSD | Avon Products INC | — | NEW | 新規購入 |
| 46 | ✓ | Leucadia Natl CORP | — | NEW | 新規購入 |
| 47 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 48 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |
| 49 | SAP | Sap Se-sponsored Adr | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |