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 | 7.71% | — | -3.78% | |
| 2 | ADP | Automatic Data Processing | 株式-IT | 5.54% | -0.73% | -2.87% | |
| 3 | SYK | Stryker CORP | 株式-ヘルスケア | 5.34% | -0.14% | -8.54% | |
| 4 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 4.28% | -0.32% | +1.16% | |
| 5 | ITW | Illinois Tool Works | 株式-資本財 | 3.75% | +0.43% | -11.73% | |
| 6 | KMX | Carmax INC | 株式-一般消費財 | 3.44% | — | +0.38% | |
| 7 | FAST | Fastenal Co | 株式-資本財 | 3.43% | +0.84% | -2.50% | |
| 8 | ✓ | Alphabet Inc. | 株式-その他 | 3.27% | -0.13% | +0.35% | |
| 9 | ✓ | Alphabet Inc. | 株式-その他 | 3.19% | — | -1.17% | |
| 10 | ICE | Intercontinental Exchange In | 株式-金融 | 3.09% | — | — | |
| 11 | ✓ | Oracle Corporation | 株式-その他 | 2.96% | -0.97% | +1.05% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.92% | +0.34% | +1.71% | |
| 13 | ✓ | Accenture plc | 株式-その他 | 2.81% | -0.18% | -3.04% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.73% | +0.19% | +0.12% | |
| 15 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 2.68% | — | — | |
| 16 | ✓ | WEX, Inc. | 株式-その他 | 2.18% | — | +8.49% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.13% | +0.26% | -3.74% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | -0.20% | -9.74% | |
| 19 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.01% | -0.17% | -0.35% | |
| 20 | OMC | Omnicom Group | 株式-通信サービス | 1.97% | -0.02% | -0.46% | |
| 21 | ✓ | Fidelity National Financial, Inc. | 株式-その他 | 1.89% | +0.68% | NEW | |
| 22 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.76% | -0.01% | — | |
| 23 | APD | Air Products & Chemicals INC | 株式-素材 | 1.61% | +0.33% | -7.24% | |
| 24 | RBAGBP | Ritchie Bros Auctioneers | 株式-その他 | 1.51% | — | -2.56% | |
| 25 | AFL | Aflac INC | 株式-金融 | 1.38% | +0.14% | — | |
| 26 | INTU | Intuit INC | 株式-IT | 1.25% | -0.23% | +11.61% | |
| 27 | ✓ | Broadridge Financial Solutions, Inc. | 株式-その他 | 1.24% | -0.35% | -1.67% | |
| 28 | DORM | Dorman Products INC | 株式-一般消費財 | 1.22% | -0.16% | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.29% | -5.55% | |
| 30 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.99% | — | +2.07% | |
| 31 | ✓ | CDK Global, Inc. | 株式-その他 | 0.99% | — | -3.69% | |
| 32 | AMG | Affiliated Managers Group | 株式-金融 | 0.95% | -0.01% | -0.40% | |
| 33 | GEN | Gen Digital INC | 株式-IT | 0.91% | -0.20% | — | |
| 34 | STT | State Street CORP | 株式-金融 | 0.88% | — | +1.82% | |
| 35 | BWA | Borgwarner INC | 株式-一般消費財 | 0.83% | +0.20% | -2.67% | |
| 36 | CAKE | Cheesecake Factory Inc/the | 株式-一般消費財 | 0.80% | +0.12% | +1.79% | |
| 37 | ✓ | PayPal Holdings, Inc. | 株式-その他 | 0.78% | — | -1.31% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | +1.51% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | +0.25% | -2.34% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.66% | -0.06% | — | |
| 41 | SMG | Scotts Miracle-gro Co | 株式-素材 | 0.65% | — | — | |
| 42 | EFX | Equifax INC | 株式-資本財 | 0.64% | — | +1.98% | |
| 43 | GE | General Electric | 株式-資本財 | 0.62% | -0.08% | +6.21% | |
| 44 | ✓ | Adobe Inc. | 株式-その他 | 0.57% | — | +16.67% | |
| 45 | SYY | Sysco CORP | 株式-生活必需品 | 0.57% | +0.11% | -12.39% | |
| 46 | MCO | Moody's CORP | 株式-金融 | 0.56% | -0.08% | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.46% | -0.18% | +15.90% | |
| 50 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.45% | — | +9.36% |