CIK: 0001620081
申告総資産額
$2.6億
| # | 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 | ✓ | O Reilly Automotive INC New | 株式-その他 | 6.14% | — | — | |
| 2 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 5.75% | -0.32% | -0.17% | |
| 3 | SYK | Stryker CORP | 株式-ヘルスケア | 5.53% | -0.14% | — | |
| 4 | ADP | Automatic Data Processing | 株式-IT | 5.51% | -0.73% | -0.54% | |
| 5 | ITW | Illinois Tool Works | 株式-資本財 | 4.44% | +0.43% | -1.66% | |
| 6 | KMX | Carmax INC | 株式-一般消費財 | 4.26% | — | -0.58% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.30% | +0.34% | -0.46% | |
| 8 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.91% | -0.17% | -0.59% | |
| 9 | ✓ | Oracle Corporation | 株式-その他 | 2.89% | -0.97% | — | |
| 10 | ICE | Intercontinental Exchange In | 株式-金融 | 2.59% | — | -0.95% | |
| 11 | FAST | Fastenal Co | 株式-資本財 | 2.53% | +0.84% | -1.06% | |
| 12 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.43% | — | -1.95% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.13% | -0.20% | — | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.09% | +0.26% | -1.40% | |
| 15 | ACN | Accenture plc | 株式-IT | 2.08% | — | — | |
| 16 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 2.02% | -0.01% | -0.96% | |
| 17 | ✓ | Alphabet Inc. | 株式-その他 | 1.99% | — | — | |
| 18 | ✓ | Alphabet Inc. | 株式-その他 | 1.99% | -0.13% | — | |
| 19 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 1.81% | — | -0.91% | |
| 20 | AFL | Aflac INC | 株式-金融 | 1.66% | +0.14% | -0.38% | |
| 21 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 1.64% | +0.12% | -0.65% | |
| 22 | OMC | Omnicom Group | 株式-通信サービス | 1.62% | -0.02% | -1.10% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.51% | -0.23% | -3.85% | |
| 24 | BR | Broadridge Financial Solutio | 株式-IT | 1.49% | — | +1.95% | |
| 25 | DORM | Dorman Products INC | 株式-一般消費財 | 1.41% | -0.16% | -0.72% | |
| 26 | APD | Air Products & Chemicals INC | 株式-素材 | 1.40% | +0.33% | — | |
| 27 | BWA | Borgwarner INC | 株式-一般消費財 | 1.38% | +0.20% | -1.02% | |
| 28 | RBAGBP | Ritchie Bros Auctioneers | 株式-その他 | 1.37% | — | — | |
| 29 | AMG | Affiliated Managers Group | 株式-金融 | 1.34% | -0.01% | -1.34% | |
| 30 | WP | Worldpay Inc-class A | 株式-その他 | 1.31% | — | -0.51% | |
| 31 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.28% | +0.25% | -0.40% | |
| 32 | STT | State Street CORP | 株式-金融 | 1.25% | — | -0.88% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.29% | — | |
| 34 | SYMCEUR | Symantec CORP | 株式-その他 | 1.08% | — | — | |
| 35 | ✓ | Adobe Inc. | 株式-その他 | 0.97% | — | — | |
| 36 | AAPL | Apple INC | 株式-IT | 0.90% | +0.19% | -4.83% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.87% | — | -1.27% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.85% | — | -1.06% | |
| 40 | ✓ | CDK Global, Inc. | 株式-その他 | 0.77% | — | — | |
| 41 | SYY | Sysco CORP | 株式-生活必需品 | 0.77% | +0.11% | — | |
| 42 | ✓ | AT & T, Inc. New | 株式-その他 | 0.71% | — | — | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | -0.49% | EXIT | |
| 44 | ✓ | Core Laboratories Inc. | 株式-その他 | 0.63% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | — | — | |
| 46 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.59% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | -1.95% | |
| 48 | SU | Suncor Energy INC | 株式-エネルギー | 0.49% | — | — | |
| 49 | WU | Western Union Co | 株式-金融 | 0.49% | — | — | |
| 50 | EFX | Equifax INC | 株式-資本財 | 0.47% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FAST | Fastenal Co | +0.3% | -1.06% | 減少 |
| 2 | SBUX | Starbucks CORP | +0.3% | -0.46% | 減少 |
| 3 | ADP | Automatic Data Processing | +0.3% | -0.54% | 減少 |
| 4 | WBA | Walgreens Boots Alliance INC | +0.3% | -1.95% | 減少 |
| 5 | TMO | Thermo Fisher Scientific INC | +0.2% | — | 変化なし |
| 6 | WP | Worldpay Inc-class A | +0.2% | -0.51% | 減少 |
| 7 | BR | Broadridge Financial Solutio | +0.1% | +1.95% | 増加 |
| 8 | ✓ | IDEXX Laboratories, Inc. | +0.1% | -0.91% | 減少 |
| 9 | JNJ | Johnson & Johnson | +0.1% | — | 変化なし |
| 10 | DORM | Dorman Products INC | +0.1% | -0.72% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | -4.83% | 減少 |
| 12 | ABT | Abbott Laboratories | +0.1% | — | 変化なし |
| 13 | BDX | Becton Dickinson And Co | 0% | -0.59% | 減少 |
| 14 | AFL | Aflac INC | 0% | -0.38% | 減少 |
| 15 | MDT | Medtronic plc | 0% | — | 変化なし |
| 16 | GILD | Gilead Sciences INC | 0% | -0.40% | 減少 |
| 17 | APD | Air Products & Chemicals INC | 0% | — | 変化なし |
| 18 | SYY | Sysco CORP | 0% | — | 変化なし |
| 19 | INTU | Intuit INC | — | -3.85% | 減少 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | 変化なし |
| 21 | RBAGBP | Ritchie Bros Auctioneers | 0% | — | 変化なし |
| 22 | ACN | Accenture plc | -0.1% | — | 変化なし |
| 23 | SYK | Stryker CORP | -0.1% | — | 変化なし |
| 24 | CAKE | Cheesecake Factory Inc/the | -0.2% | -0.65% | 減少 |
| 25 | KMX | Carmax INC | -0.2% | -0.58% | 減少 |
| 26 | AMG | Affiliated Managers Group | -0.2% | -1.34% | 減少 |
| 27 | STT | State Street CORP | -0.3% | -0.88% | 減少 |
| 28 | AEP | American Electric Power Company, Inc. | -0.3% | -1.27% | 減少 |
| 29 | EL | Estee Lauder Companies-cl A | -0.3% | -0.17% | 減少 |
| 30 | OMC | Omnicom Group | -0.3% | -1.10% | 減少 |
| 31 | ✓ | O Reilly Automotive INC New | — | NEW | 新規購入 |
| 32 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 33 | ✓ | Oracle Corporation | — | NEW | 新規購入 |
| 34 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 35 | ✓ | Alphabet Inc. | — | NEW | 新規購入 |
| 36 | ✓ | Alphabet Inc. | — | NEW | 新規購入 |
| 37 | GOOGL | Alphabet Inc-cl A | — | EXIT | 全売却 |
| 38 | GOOG | Alphabet Inc-cl C | — | EXIT | 全売却 |
| 39 | ✓ | Adobe Inc. | — | NEW | 新規購入 |
| 40 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 41 | CDK | Cdk Global INC | — | EXIT | 全売却 |
| 42 | ✓ | CDK Global, Inc. | — | NEW | 新規購入 |
| 43 | T | At&t INC | — | EXIT | 全売却 |
| 44 | ✓ | AT & T, Inc. New | — | NEW | 新規購入 |
| 45 | CLB | Core Laboratories Inc. | — | EXIT | 全売却 |
| 46 | ✓ | Core Laboratories Inc. | — | NEW | 新規購入 |
| 47 | ✓ | Exxon Mobil Corporation | — | NEW | 新規購入 |
| 48 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 49 | TSCO | Tractor Supply Company | — | NEW | 新規購入 |
| 50 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |