CIK: 0001686444
申告総資産額
$13.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.78% | -0.18% | +0.30% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.03% | -0.42% | -0.38% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.71% | +0.84% | |
| 4 | WDAY | Workday Inc-class A | 株式-IT | 2.80% | -0.83% | -2.54% | |
| 5 | INTU | Intuit INC | 株式-IT | 2.59% | -0.66% | +0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.52% | -0.28% | +0.96% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.32% | -0.23% | +1.42% | |
| 8 | SHOP | Shopify INC - Class A | 株式-IT | 2.25% | -0.48% | +0.78% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.15% | -0.27% | -1.40% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.09% | -0.19% | +0.98% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +0.94% | |
| 12 | NOW | Servicenow INC | 株式-IT | 1.91% | -0.57% | +1.06% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | +0.35% | +1.16% | |
| 14 | CRM | Salesforce INC | 株式-IT | 1.76% | -0.79% | +1.36% | |
| 15 | DXCM | Dexcom INC | 株式-ヘルスケア | 1.71% | — | +1.87% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.70% | -0.25% | +0.37% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.64% | — | +0.42% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 1.63% | — | +3.17% | |
| 19 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.58% | -0.21% | +5.16% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.18% | +1.75% | |
| 21 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 1.52% | -0.39% | +1.27% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.51% | -0.28% | +212.11% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.48% | — | +3.60% | |
| 24 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.41% | — | +2.38% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.39% | +3.42% | -3.24% | |
| 26 | TEAM | Atlassian Corporation | 株式-IT | 1.37% | — | -2.13% | |
| 27 | ASML | ASML Holding N.V. | 株式-IT | 1.36% | +0.37% | +13.75% | |
| 28 | TWLO | Twilio INC - A | 株式-IT | 1.27% | — | +9.02% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.22% | +0.16% | +1.92% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | +2.07% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.15% | — | -3.77% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | +1.61% | |
| 33 | DHI | Dr Horton INC | 株式-一般消費財 | 1.13% | — | +10.32% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.20% | -2.59% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.06% | -0.11% | +2.16% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 1.04% | — | +6.02% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 1.04% | — | +2.27% | |
| 38 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.03% | -0.35% | +4.08% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.97% | -0.14% | +4.94% | |
| 40 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.96% | +0.16% | +1.37% | |
| 41 | EXTR | Extreme Networks INC | 株式-その他 | 0.95% | — | +8.71% | |
| 42 | CDNS | Cadence Design Sys INC | 株式-IT | 0.88% | -0.11% | +3.53% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | — | +3.25% | |
| 44 | SNOW | Snowflake INC | 株式-IT | 0.84% | -0.26% | +6.93% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.82% | +0.18% | +2.40% | |
| 46 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.82% | — | -0.52% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.80% | — | +14.58% | |
| 48 | GWRE | Guidewire Software INC | 株式-IT | 0.79% | -0.09% | -19.97% | |
| 49 | CCI | Crown Castle INC | 株式-不動産 | 0.77% | — | +10.37% | |
| 50 | DOCU | Docusign INC | 株式-IT | 0.76% | — | +2.34% |