CIK: 0001660389
申告総資産額
$890.2万
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 54.01% | — | — | |
| 2 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 4.84% | — | +105.62% | |
| 3 | CTAS | Cintas CORP | 株式-資本財 | 4.38% | — | — | |
| 4 | NKE | Nike INC -cl B | 株式-一般消費財 | 4.22% | — | — | |
| 5 | JBL | Jabil INC | 株式-IT | 4.09% | — | — | |
| 6 | KBH | Kb Home | 株式-一般消費財 | 3.97% | — | +35.22% | |
| 7 | SNX | TD Synnex CORP | 株式-IT | 3.76% | — | +56.39% | |
| 8 | BRC | Brady Corporation - Cl A | 株式-その他 | 3.15% | — | — | |
| 9 | KMX | Carmax INC | 株式-一般消費財 | 2.65% | — | +20.33% | |
| 10 | RH | Rh | 株式-一般消費財 | 2.55% | — | — | |
| 11 | MDC1USD | Mdc Holdings INC | 株式-その他 | 2.53% | — | — | |
| 12 | MLKN | Millerknoll INC | 株式-その他 | 2.52% | — | +12.01% | |
| 13 | GJB | Steelcase Inc-cl A | 株式-その他 | 2.52% | — | — | |
| 14 | CPRT | Copart INC | 株式-資本財 | 2.45% | — | — | |
| 15 | APOG | Apogee Enterprises INC | 株式-その他 | 2.38% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LULU | Lululemon Athletica INC | +1.2% | +105.62% | 増加 |
| 2 | KBH | Kb Home | +0.3% | +35.22% | 増加 |
| 3 | SNX | TD Synnex CORP | +0.3% | +56.39% | 増加 |
| 4 | KMX | Carmax INC | -1% | +20.33% | 増加 |
| 5 | MLKN | Millerknoll INC | -1.1% | +12.01% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新規購入 |
| 7 | CTAS | Cintas CORP | — | NEW | 新規購入 |
| 8 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 9 | JBL | Jabil INC | — | NEW | 新規購入 |
| 10 | IHS | Ihs Markit LTD | — | EXIT | 全売却 |
| 11 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 12 | ACN | Accenture plc | — | EXIT | 全売却 |
| 13 | BRC | Brady Corporation - Cl A | — | NEW | 新規購入 |
| 14 | FEZ | State Street Spdr Euro Stoxx | — | EXIT | 全売却 |
| 15 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 16 | UNF | Unifirst Corp/ma | — | EXIT | 全売却 |
| 17 | CASY | Casey's General Stores INC | — | EXIT | 全売却 |
| 18 | IQV | Iqvia Holdings INC | — | EXIT | 全売却 |
| 19 | ACM | Aecom | — | EXIT | 全売却 |
| 20 | CACI | Caci International INC -cl A | — | EXIT | 全売却 |
| 21 | RH | Rh | — | NEW | 新規購入 |
| 22 | MDC1USD | Mdc Holdings INC | — | NEW | 新規購入 |
| 23 | GJB | Steelcase Inc-cl A | — | NEW | 新規購入 |
| 24 | CPRT | Copart INC | — | NEW | 新規購入 |
| 25 | APOG | Apogee Enterprises INC | — | NEW | 新規購入 |
| 26 | AYXEUR | Alteryx INC - Class A | — | EXIT | 全売却 |
| 27 | COUPEUR | Coupa Software INC | — | EXIT | 全売却 |
| 28 | CRM | Salesforce INC | — | EXIT | 全売却 |
| 29 | SMARGBP | Smartsheet Inc-class A | — | EXIT | 全売却 |
| 30 | SAIC | Science Applications Inte | — | EXIT | 全売却 |
| 31 | PRGS | Progress Software CORP | — | EXIT | 全売却 |
| 32 | SHOP | Shopify INC - Class A | — | EXIT | 全売却 |
| 33 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 34 | MDB | Mongodb INC | — | EXIT | 全売却 |
| 35 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |