CIK: 0001998597
申告総資産額
$16.1億
| # | 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 | 17.00% | +0.03% | +80.41% | |
| 2 | FRPT | Freshpet INC | 株式-生活必需品 | 15.65% | -1.77% | EXIT | |
| 3 | FYBR | Frontier Communications Pare | 株式-その他 | 14.76% | — | +8.99% | |
| 4 | THS | Treehouse Foods INC | 株式-その他 | 13.13% | -7.15% | EXIT | |
| 5 | TRMB | Trimble INC | 株式-IT | 12.91% | — | — | |
| 6 | FIS | Fidelity National Info Serv | 株式-IT | 12.85% | — | -11.29% | |
| 7 | MRCY | Mercury Systems INC | 株式-資本財 | 12.30% | -0.19% | +10.75% | |
| 8 | EHABUSD | Enhabit INC | 株式-その他 | 1.39% | +0.83% | +14.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TRMB | Trimble INC | +12.9% | NEW | 新規購入 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.4% | +80.41% | 増加 |
| 3 | FYBR | Frontier Communications Pare | +5.3% | +8.99% | 増加 |
| 4 | FRPT | Freshpet INC | -0.1% | -14.15% | 減少 |
| 5 | EHABUSD | Enhabit INC | -0.1% | +14.18% | 増加 |
| 6 | MRCY | Mercury Systems INC | -0.5% | +10.75% | 増加 |
| 7 | FIS | Fidelity National Info Serv | -2.3% | -11.29% | 減少 |
| 8 | THS | Treehouse Foods INC | -2.5% | — | 変化なし |
| 9 | NEWREUR | New Relic INC | -20.2% | EXIT | 全売却 |