CIK: 0001366838
申告総資産額
$5.4億
上位200銘柄を表示中（全249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 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 3.05% | — | — | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 2.92% | +0.05% | — | |
| 3 | INTU | Intuit INC | 株式-IT | 2.55% | -0.16% | +1.36% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.42% | +0.22% | — | |
| 5 | FISV | Fiserv INC | 株式-その他 | 2.39% | -0.64% | +0.55% | |
| 6 | ITW | Illinois Tool Works | 株式-資本財 | 2.38% | -0.07% | +0.45% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.29% | +0.18% | +12.24% | |
| 8 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.26% | — | +103.44% | |
| 9 | HCSG | Healthcare Services Group | 株式-その他 | 2.18% | — | -0.22% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.11% | -0.28% | +5.87% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.07% | -0.22% | — | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.03% | +0.28% | +0.26% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.03% | -0.05% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | +0.74% | — | |
| 15 | ECL | Ecolab INC | 株式-素材 | 1.93% | — | +0.51% | |
| 16 | AFL | Aflac INC | 株式-金融 | 1.77% | — | +8.23% | |
| 17 | CELG | Celgene CORP | 株式-その他 | 1.76% | — | — | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | +0.11% | -3.56% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.66% | — | +8.21% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | — | — | |
| 21 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.56% | -0.07% | +4.28% | |
| 22 | USB | US Bancorp | 株式-金融 | 1.55% | — | -1.65% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 1.49% | — | +3.78% | |
| 24 | CERNCHF | Cerner CORP | 株式-その他 | 1.40% | — | +10.79% | |
| 25 | CBRL | Cracker Barrel Old Country | 株式-その他 | 1.40% | — | — | |
| 26 | IT | Gartner INC | 株式-IT | 1.36% | — | +8.29% | |
| 27 | CB | Chubb Limited | 株式-金融 | 1.36% | +0.08% | — | |
| 28 | NEOG | Neogen CORP | 株式-ヘルスケア | 1.33% | — | -0.38% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.31% | — | +4.31% | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 1.29% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | +0.29% | — | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 1.26% | -0.07% | — | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | +5.51% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | — | — | |
| 35 | TROW | T Rowe Price Group INC | 株式-金融 | 1.15% | — | — | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.10% | +0.06% | +0.03% | |
| 37 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.06% | -0.05% | +5.47% | |
| 38 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.05% | +0.04% | — | |
| 39 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.05% | — | — | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 1.00% | -0.26% | -0.74% | |
| 41 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.98% | — | -0.58% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | — | +20.69% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | -3.39% | |
| 45 | F | Ford Motor Co | 株式-一般消費財 | 0.93% | — | -37.03% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.91% | — | +10.01% | |
| 47 | FAST | Fastenal Co | 株式-資本財 | 0.91% | -0.22% | +32.79% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.90% | — | -0.77% | |
| 49 | WELL | Welltower INC | 株式-不動産 | 0.80% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | -0.07% | -0.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | -0.6% | -62.73% | 減少 |
| 2 | TSCO | Tractor Supply Company | -0.6% | +4.28% | 増加 |
| 3 | F | Ford Motor Co | -0.6% | -37.03% | 減少 |
| 4 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 5 | ✓ | Constellation Brands, Inc. | — | EXIT | 全売却 |
| 6 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 7 | ✓ | Visa Inc. | — | EXIT | 全売却 |
| 8 | AAPL | Apple INC | — | NEW | 新規購入 |
| 9 | ✓ | Apple | — | EXIT | 全売却 |
| 10 | ✓ | Costco Wholesale Corporation | — | EXIT | 全売却 |
| 11 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 13 | ✓ | Verizon Communications Inc. | — | EXIT | 全売却 |
| 14 | CELG | Celgene CORP | — | NEW | 新規購入 |
| 15 | ✓ | Alphabet INC Cl A | — | EXIT | 全売却 |
| 16 | ✓ | Celgene CORP Com | — | EXIT | 全売却 |
| 17 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 18 | ✓ | Cracker Barrel Old Country Store, Inc. | — | EXIT | 全売却 |
| 19 | CBRL | Cracker Barrel Old Country | — | NEW | 新規購入 |
| 20 | CB | Chubb Limited | — | NEW | 新規購入 |
| 21 | ✓ | American Tower Corporation | — | EXIT | 全売却 |
| 22 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 23 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 24 | ✓ | Chubb Limited | — | EXIT | 全売却 |
| 25 | ✓ | McKesson Corporation | — | EXIT | 全売却 |
| 26 | ✓ | Alphabet INC Cl C | — | EXIT | 全売却 |
| 27 | ABBV | Abbvie INC | — | NEW | 新規購入 |
| 28 | TROW | T Rowe Price Group INC | — | NEW | 新規購入 |
| 29 | ✓ | AbbVie Inc. | — | EXIT | 全売却 |
| 30 | ✓ | T. Rowe Price Group, Inc. | — | EXIT | 全売却 |
| 31 | ULTA | Ulta Beauty INC | — | NEW | 新規購入 |
| 32 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 33 | ✓ | UnitedHealth Group Incorporated | — | EXIT | 全売却 |
| 34 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 35 | ULTA | Ulta Beauty, Inc. | — | EXIT | 全売却 |
| 36 | ✓ | Welltower | — | EXIT | 全売却 |
| 37 | WELL | Welltower INC | — | NEW | 新規購入 |
| 38 | FTV | Fortive CORP | — | NEW | 新規購入 |
| 39 | AXP | American Express Company | — | NEW | 新規購入 |
| 40 | ✓ | AT & T, Inc. New | — | EXIT | 全売却 |
| 41 | ✓ | American Express Company | — | EXIT | 全売却 |
| 42 | XRAY | DENTSPLY SIRONA Inc. | — | EXIT | 全売却 |
| 43 | XRAY | Dentsply Sirona INC | — | NEW | 新規購入 |
| 44 | IWP | Ishares Russell Mid-cap Grow | — | NEW | 新規購入 |
| 45 | ✓ | J P Morgan Chase And Co | — | EXIT | 全売却 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 48 | SIRIEUR | Sirius Xm Holdings INC | — | NEW | 新規購入 |
| 49 | ✓ | Sirius Xm Hldgs INC | — | EXIT | 全売却 |
| 50 | MA | Mastercard INC - A | — | NEW | 新規購入 |