CIK: 0001633862
申告総資産額
$5.6億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 9.26% | -0.32% | -0.92% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 8.04% | -0.15% | — | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 6.82% | -0.83% | -2.03% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 6.66% | — | -1.06% | |
| 5 | MKL | Markel Group INC | 株式-金融 | 5.90% | — | -1.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.82% | +1.25% | -1.86% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 4.50% | +0.05% | -2.43% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.67% | — | -2.21% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.53% | +0.13% | -2.91% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.31% | +0.16% | -1.58% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.85% | +0.21% | -0.57% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.16% | -0.41% | -1.38% | |
| 13 | CARR | Carrier Global CORP | 株式-資本財 | 1.98% | +0.31% | +0.07% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.90% | -0.16% | -4.25% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.75% | — | -4.61% | |
| 16 | OTIS | Otis Worldwide CORP | 株式-資本財 | 1.67% | -0.16% | -1.50% | |
| 17 | ROP | Roper Technologies INC | 株式-IT | 1.66% | — | -2.14% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.45% | +0.08% | -0.22% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.42% | -0.03% | -2.98% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | +0.03% | -3.19% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.26% | — | -1.96% | |
| 22 | MCO | Moody's CORP | 株式-金融 | 1.21% | — | -0.73% | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.16% | +0.02% | -0.61% | |
| 24 | HGTY | Hagerty Inc-a | 株式-その他 | 1.00% | +0.17% | +7.54% | |
| 25 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.97% | +0.19% | -1.61% | |
| 26 | AXP | American Express Co | 株式-金融 | 0.88% | — | -1.70% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -2.48% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.87% | — | -2.45% | |
| 29 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.77% | — | -4.06% | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.73% | +0.01% | -1.23% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | -0.10% | -2.00% | |
| 32 | VLTO | Veralto CORP | 株式-資本財 | 0.59% | — | -2.88% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | -0.72% | |
| 34 | CPRT | Copart INC | 株式-資本財 | 0.52% | -0.19% | -0.95% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | +0.08% | -13.14% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | +0.11% | -1.37% | |
| 37 | FAST | Fastenal Co | 株式-資本財 | 0.44% | — | — | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.42% | — | -3.13% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.41% | — | -7.22% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.41% | +0.02% | -4.15% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | — | |
| 42 | APH | Amphenol Corp-cl A | 株式-IT | 0.33% | +0.06% | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +0.80% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.31% | — | -2.43% | |
| 45 | ESAB | Esab CORP | 株式-資本財 | 0.28% | — | +0.08% | |
| 46 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.28% | +0.03% | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.26% | — | -6.00% | |
| 48 | SPGI | S&p Global INC | 株式-金融 | 0.26% | — | -2.53% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | +0.04% | -0.62% | |
| 50 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 0.24% | — | -0.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.92% | 減少 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | — | 変化なし |
| 3 | SBUX | Starbucks CORP | +0.5% | -2.91% | 減少 |
| 4 | CARR | Carrier Global CORP | +0.4% | +0.07% | 増加 |
| 5 | MA | Mastercard INC - A | +0.3% | -1.06% | 減少 |
| 6 | MCD | Mcdonald's CORP | +0.2% | -1.38% | 減少 |
| 7 | DHR | Danaher CORP | +0.1% | -2.43% | 減少 |
| 8 | AAPL | Apple INC | +0.1% | -0.57% | 減少 |
| 9 | BNY | Bank Of New York Mellon CORP | +0.1% | -1.61% | 減少 |
| 10 | FWONK | Liberty Media Corp-formula-c | +0.1% | NEW | 新規購入 |
| 11 | MCO | Moody's CORP | +0.1% | -0.73% | 減少 |
| 12 | AXP | American Express Co | +0.1% | -1.70% | 減少 |
| 13 | KO | Coca-cola Co/the | +0.1% | -1.96% | 減少 |
| 14 | BLKCHF | Blackrock INC | +0.1% | -0.72% | 減少 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | -1.23% | 減少 |
| 16 | VLTO | Veralto CORP | +0.1% | -2.88% | 減少 |
| 17 | CGIE | Cap Group Intl Equity | +0.1% | NEW | 新規購入 |
| 18 | WMT | Walmart INC | 0% | — | 変化なし |
| 19 | BAM | Brookfield Asset Mgmt-a | 0% | -0.84% | 減少 |
| 20 | EL | Estee Lauder Companies-cl A | 0% | NEW | 新規購入 |
| 21 | AIRR | First Trust Rba American Ind | 0% | NEW | 新規購入 |
| 22 | ROST | Ross Stores INC | 0% | NEW | 新規購入 |
| 23 | UNP | Union Pacific CORP | 0% | -0.61% | 減少 |
| 24 | FAST | Fastenal Co | 0% | — | 変化なし |
| 25 | HD | Home Depot INC | 0% | +0.80% | 増加 |
| 26 | BN | Brookfield CORP | 0% | -0.24% | 減少 |
| 27 | JNJ | Johnson & Johnson | 0% | -2.48% | 減少 |
| 28 | CINF | Cincinnati Financial CORP | 0% | — | 変化なし |
| 29 | ESAB | Esab CORP | 0% | +0.08% | 増加 |
| 30 | ACN | Accenture plc | 0% | -0.58% | 減少 |
| 31 | SPGI | S&p Global INC | 0% | -2.53% | 減少 |
| 32 | DEO | Diageo Plc-sponsored Adr | 0% | -4.61% | 減少 |
| 33 | OTIS | Otis Worldwide CORP | 0% | -1.50% | 減少 |
| 34 | CB | Chubb Limited | 0% | -3.13% | 減少 |
| 35 | LIN | Linde plc | — | -2.98% | 減少 |
| 36 | HGTY | Hagerty Inc-a | — | +7.54% | 増加 |
| 37 | MAR | Marriott International -cl A | 0% | -0.22% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | EXIT | 全売却 |
| 39 | INTC | Intel CORP | -0.1% | EXIT | 全売却 |
| 40 | AMAT | Applied Materials INC | -0.1% | -0.47% | 減少 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.1% | -13.14% | 減少 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | -1.37% | 減少 |
| 43 | ROP | Roper Technologies INC | -0.2% | -2.14% | 減少 |
| 44 | SCHW | Schwab (charles) CORP | -0.2% | -2.45% | 減少 |
| 45 | COST | Costco Wholesale CORP | -0.2% | -2.03% | 減少 |
| 46 | DIS | Walt Disney Co/the | -0.3% | -4.25% | 減少 |
| 47 | AMZN | Amazon.com INC | -0.4% | -1.58% | 減少 |
| 48 | MKL | Markel Group INC | -0.4% | -1.44% | 減少 |
| 49 | MSFT | Microsoft CORP | -0.5% | -2.21% | 減少 |
| 50 | GOOGL | Alphabet Inc-cl A | -1.1% | -1.86% | 減少 |