CIK: 0001070134
申告総資産額
$97.9億
上位200銘柄を表示中（全243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 | MSFT | Microsoft CORP | 株式-IT | 8.90% | -1.55% | +0.39% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 8.88% | -0.39% | -11.24% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.76% | -0.22% | +1.44% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.13% | -0.41% | -3.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.96% | -0.79% | -6.25% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.57% | -0.50% | -3.58% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.19% | -0.06% | +2.94% | |
| 8 | GGG | Graco INC | 株式-資本財 | 3.08% | — | -0.72% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.71% | -0.11% | +1.44% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.64% | -0.59% | -22.38% | |
| 11 | TTC | Toro Co | 株式-資本財 | 2.59% | +0.01% | -4.93% | |
| 12 | NVT | nVent Electric plc | 株式-資本財 | 2.07% | +0.43% | -3.26% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.01% | -0.11% | +23.20% | |
| 14 | ECL | Ecolab INC | 株式-素材 | 1.95% | — | -0.83% | |
| 15 | MSI | Motorola Solutions INC | 株式-IT | 1.94% | +0.46% | +14.12% | |
| 16 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.94% | +0.32% | +6.41% | |
| 17 | LFUS | Littelfuse INC | 株式-IT | 1.90% | +0.61% | -4.30% | |
| 18 | LNT | Alliant Energy CORP | 株式-公益事業 | 1.85% | +0.27% | -1.23% | |
| 19 | FAST | Fastenal Co | 株式-資本財 | 1.80% | +0.06% | -1.09% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | -0.16% | -18.38% | |
| 21 | TECH | Bio-techne CORP | 株式-ヘルスケア | 1.57% | -0.10% | -1.42% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.55% | -0.44% | -20.39% | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.46% | -0.03% | +1.20% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.42% | +0.26% | -1.76% | |
| 25 | FUL | H.b. Fuller Co. | 株式-素材 | 1.38% | — | +0.09% | |
| 26 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.33% | — | -0.83% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | +0.38% | -1.18% | |
| 28 | ROK | Rockwell Automation INC | 株式-資本財 | 1.24% | -0.20% | -19.58% | |
| 29 | ENTG | Entegris INC | 株式-IT | 1.09% | +0.52% | +12.98% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 1.06% | +0.17% | -6.10% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.91% | -0.28% | -15.85% | |
| 32 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.86% | -0.07% | -9.46% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | -0.09% | -2.05% | |
| 34 | TNC | Tennant Co | 株式-その他 | 0.76% | -0.21% | -19.41% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.75% | -0.65% | +0.42% | |
| 36 | WK | Workiva INC | 株式-IT | 0.60% | -0.16% | -3.84% | |
| 37 | 62C | Piper Sandler Cos | 株式-その他 | 0.57% | -0.57% | EXIT | |
| 38 | AXP | American Express Co | 株式-金融 | 0.57% | -0.11% | -6.22% | |
| 39 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.55% | +0.16% | -4.03% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.54% | — | +0.78% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.52% | — | +0.97% | |
| 42 | DCI | Donaldson Co INC | 株式-資本財 | 0.48% | -0.05% | -7.40% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.44% | — | -6.13% | |
| 44 | CGNX | Cognex CORP | 株式-IT | 0.41% | +0.20% | +91.03% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.39% | — | -0.55% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.39% | +0.48% | +98.35% | |
| 47 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.39% | -0.32% | -25.02% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.38% | — | -4.14% | |
| 49 | IDA | Idacorp INC | 株式-公益事業 | 0.37% | — | +5.34% | |
| 50 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.36% | — | -4.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.1% | -3.67% | 減少 |
| 2 | LLY | Eli Lilly & Co | +1% | -3.58% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.5% | +1.44% | 増加 |
| 4 | AAPL | Apple INC | +0.4% | +2.94% | 増加 |
| 5 | ZTS | Zoetis INC | +0.3% | +15094.63% | 増加 |
| 6 | CHRW | C.h. Robinson Worldwide INC | +0.3% | -0.83% | 減少 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +23.20% | 増加 |
| 8 | PANW | Palo Alto Networks INC | +0.2% | +98.35% | 増加 |
| 9 | V | Visa Inc-class A Shares | +0.2% | +1.44% | 増加 |
| 10 | CGNX | Cognex CORP | +0.2% | +91.03% | 増加 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.76% | 減少 |
| 12 | TECH | Bio-techne CORP | +0.1% | -1.42% | 減少 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +89.89% | 増加 |
| 14 | CRM | Salesforce INC | +0.1% | +0.42% | 増加 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +28.60% | 増加 |
| 16 | ENTG | Entegris INC | +0.1% | +12.98% | 増加 |
| 17 | AMP | Ameriprise Financial INC | 0% | +22.78% | 増加 |
| 18 | PATK | Patrick Industries INC | 0% | +126.78% | 増加 |
| 19 | TTC | Toro Co | 0% | -4.93% | 減少 |
| 20 | WEC | Wec Energy Group INC | 0% | +6.41% | 増加 |
| 21 | 62C | Piper Sandler Cos | 0% | -4.74% | 減少 |
| 22 | CASY | Casey's General Stores INC | 0% | -4.03% | 減少 |
| 23 | EXK | Exact Sciences CORP | 0% | -81.51% | 減少 |
| 24 | MSI | Motorola Solutions INC | 0% | +14.12% | 増加 |
| 25 | GNRC | Generac Holdings INC | 0% | -7.01% | 減少 |
| 26 | CLFD | Clearfield INC | 0% | -0.08% | 減少 |
| 27 | ECL | Ecolab INC | -0.1% | -0.83% | 減少 |
| 28 | LNT | Alliant Energy CORP | -0.1% | -1.23% | 減少 |
| 29 | SHW | Sherwin-williams Co/the | -0.1% | +1.20% | 増加 |
| 30 | HON | Honeywell International INC | -0.1% | -6.13% | 減少 |
| 31 | GGG | Graco INC | -0.1% | -0.72% | 減少 |
| 32 | ABT | Abbott Laboratories | -0.1% | -2.05% | 減少 |
| 33 | HD | Home Depot INC | -0.1% | +0.97% | 増加 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | -6.25% | 減少 |
| 35 | LFUS | Littelfuse INC | -0.1% | -4.30% | 減少 |
| 36 | VZ | Verizon Communications INC | -0.1% | -1.18% | 減少 |
| 37 | ROK | Rockwell Automation INC | -0.1% | -19.58% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | -15.85% | 減少 |
| 39 | HRL | Hormel Foods CORP | -0.1% | -9.46% | 減少 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -18.38% | 減少 |
| 41 | WFC | Wells Fargo & Co | -0.2% | -20.39% | 減少 |
| 42 | KHC | Kraft Heinz Co/the | -0.2% | -25.02% | 減少 |
| 43 | TNC | Tennant Co | -0.3% | -19.41% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.4% | +0.39% | 増加 |
| 45 | FAST | Fastenal Co | -0.4% | -1.09% | 減少 |
| 46 | UNH | Unitedhealth Group INC | -0.8% | -22.38% | 減少 |
| 47 | NVDA | Nvidia CORP | -0.9% | -11.24% | 減少 |
| 48 | FISV | Fiserv INC | -1.1% | -6.10% | 減少 |
| 49 | ISRG | Intuitive Surgical INC | — | NEW | 新規購入 |
| 50 | JAMF | Jamf Holding CORP | — | EXIT | 全売却 |