CIK: 0001034771
申告総資産額
$12.3億
上位200銘柄を表示中（全260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 | 5.13% | — | -1.30% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 3.09% | — | -34.95% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 3.00% | — | +41.77% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.09% | — | -6.20% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 1.83% | — | +1.07% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.68% | — | +23.57% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | +0.23% | +20.89% | |
| 8 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.41% | +0.08% | — | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | +0.19% | +0.41% | |
| 10 | COP | Conocophillips | 株式-エネルギー | 1.19% | +0.12% | +0.99% | |
| 11 | CNC | Centene CORP | 株式-ヘルスケア | 1.18% | — | -8.37% | |
| 12 | HN9 | Hanesbrands INC | 株式-その他 | 1.11% | — | -2.47% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | +0.08% | +3.61% | |
| 14 | T | At&t INC | 株式-通信サービス | 0.99% | +0.09% | -8.58% | |
| 15 | BR | Broadridge Financial Solutio | 株式-IT | 0.97% | -0.09% | +4.47% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | +0.06% | +4.47% | |
| 17 | TRN | Trinity Industries INC | 株式-その他 | 0.94% | — | +25.28% | |
| 18 | WU | Western Union Co | 株式-金融 | 0.94% | — | +9.38% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.93% | — | -0.29% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.92% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | -0.13% | +25.79% | |
| 22 | DAR | Darling Ingredients INC | 株式-生活必需品 | 0.89% | — | +13.94% | |
| 23 | CLH | Clean Harbors INC | 株式-資本財 | 0.89% | — | +22.54% | |
| 24 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 0.83% | — | +56.68% | |
| 25 | AGCO | Agco CORP | 株式-資本財 | 0.82% | — | +24.16% | |
| 26 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 0.80% | — | — | |
| 27 | FLS | Flowserve CORP | 株式-資本財 | 0.80% | — | +8.71% | |
| 28 | IEX | Idex CORP | 株式-資本財 | 0.79% | — | +8.61% | |
| 29 | C | Citigroup INC | 株式-金融 | 0.78% | — | +8.70% | |
| 30 | PSX | Phillips 66 | 株式-エネルギー | 0.75% | — | +70.55% | |
| 31 | PII | Polaris INC | 株式-一般消費財 | 0.72% | — | -0.27% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | -2.98% | |
| 33 | ✓ | Newfield Expl Co | 株式-その他 | 0.70% | — | +10.19% | |
| 34 | AIG | American International Group | 株式-金融 | 0.70% | — | -7.95% | |
| 35 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.70% | — | +4.82% | |
| 36 | TKR | Timken Co | 株式-資本財 | 0.67% | — | +15.32% | |
| 37 | CELG | Celgene CORP | 株式-その他 | 0.67% | — | +1.16% | |
| 38 | THO | Thor Industries INC | 株式-一般消費財 | 0.65% | — | +9.85% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.65% | -0.80% | +7.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +60.25% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.13% | +10.14% | |
| 42 | MUSA | Murphy USA INC | 株式-一般消費財 | 0.62% | — | +98.40% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +3.34% | |
| 44 | GOOG | Alphabet A | 株式-通信サービス | 0.62% | — | +50.62% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.62% | — | +14.44% | |
| 46 | PNR | Pentair plc | 株式-資本財 | 0.61% | — | +2.40% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | -7.19% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | — | +3.94% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.59% | — | -17.83% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | +0.68% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +0.9% | +41.77% | 増加 |
| 2 | UPBD | Upbound Group INC | +0.6% | -1.30% | 減少 |
| 3 | AAPL | Apple INC | +0.4% | +23.57% | 増加 |
| 4 | COF | Capital One Financial CORP | +0.4% | +198.03% | 増加 |
| 5 | MUSA | Murphy USA INC | +0.4% | +98.40% | 増加 |
| 6 | USB | US Bancorp | +0.3% | +100.73% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +60.25% | 増加 |
| 8 | PSX | Phillips 66 | +0.2% | +70.55% | 増加 |
| 9 | GLW | Corning INC | +0.2% | +116.09% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +25.79% | 増加 |
| 11 | MET | Metlife INC | +0.2% | +82.76% | 増加 |
| 12 | EOG | Eog Resources INC | +0.2% | +186.12% | 増加 |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +20.89% | 増加 |
| 14 | ✓ | +0.2% | +109.32% | 増加 | |
| 15 | AXP | American Express Company | +0.2% | +127.67% | 増加 |
| 16 | REYN | Reynolds Consumer Products Inc. | +0.2% | +55.74% | 増加 |
| 17 | F | Ford Motor Co | +0.2% | +135.98% | 増加 |
| 18 | LYB | LyondellBasell Industries N.V. | +0.2% | +251.78% | 増加 |
| 19 | WU | Western Union Co | +0.1% | +9.38% | 増加 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +10.14% | 増加 |
| 21 | GOOG | Alphabet A | +0.1% | +50.62% | 増加 |
| 22 | AGCO | Agco CORP | +0.1% | +24.16% | 増加 |
| 23 | CNC | Centene CORP | +0.1% | -8.37% | 減少 |
| 24 | EXC | Exelon CORP | -0.2% | -51.14% | 減少 |
| 25 | PGR | Progressive CORP | -0.2% | -65.16% | 減少 |
| 26 | T | At&t INC | -0.2% | -8.58% | 減少 |
| 27 | ECL | Ecolab INC | -0.2% | -54.98% | 減少 |
| 28 | ✓ | Newfield Expl Co | -0.2% | +10.19% | 増加 |
| 29 | BKR | Baker Hughes Company | -0.2% | -65.68% | 減少 |
| 30 | DE | Deere & Co | -0.2% | -75.09% | 減少 |
| 31 | MCD | Mcdonald's CORP | -0.2% | -35.89% | 減少 |
| 32 | ✓ | -0.4% | -42.11% | 減少 | |
| 33 | TRN | Trinity Industries INC | -0.4% | +25.28% | 増加 |
| 34 | EFA | Ishares Msci Eafe ETF | -0.9% | -59.56% | 減少 |
| 35 | VUG | Vanguard Growth ETF | -1.6% | -34.95% | 減少 |
| 36 | AAL | American Airlines Group INC | — | NEW | 新規購入 |
| 37 | ✓ | Urs CORP New | — | EXIT | 全売却 |
| 38 | TG7 | Triumph Group INC | — | EXIT | 全売却 |
| 39 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 40 | ✓ | Whole Foods Mkt INC | — | EXIT | 全売却 |
| 41 | ✓ | — | EXIT | 全売却 | |
| 42 | EMN | Eastman Chemical Co | — | EXIT | 全売却 |
| 43 | TEX | Terex CORP | — | EXIT | 全売却 |
| 44 | ROK | Rockwell Automation, Inc. | — | EXIT | 全売却 |
| 45 | CRREUR | Carbo Ceramics INC | — | NEW | 新規購入 |
| 46 | AAP | Advance Auto Parts INC | — | NEW | 新規購入 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |
| 49 | VAREUR | Varian Medical Systems INC | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |