CIK: 0000062039
申告総資産額
$70.9億
上位200銘柄を表示中（全320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 | MDT | Medtronic plc | 株式-ヘルスケア | 3.52% | — | +1.75% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.26% | +0.49% | -5.08% | |
| 3 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 3.23% | — | -7.87% | |
| 4 | NOW | Servicenow INC | 株式-IT | 3.22% | -0.19% | -4.10% | |
| 5 | UL | Unilever PLC | 株式-生活必需品 | 3.10% | — | -11.91% | |
| 6 | ABEV | Ambev Sa-adr | 株式-生活必需品 | 2.97% | — | -16.12% | |
| 7 | SLB | Slb LTD | 株式-エネルギー | 2.88% | — | -4.02% | |
| 8 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 2.57% | — | -6.49% | |
| 9 | ✓ | 株式-その他 | 2.07% | — | -5.98% | ||
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | -2.96% | |
| 11 | BIIB | Biogen INC | 株式-ヘルスケア | 1.98% | — | -9.41% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.94% | — | -14.28% | |
| 13 | SWKS | Skyworks Solutions INC | 株式-IT | 1.91% | — | +9.28% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 1.87% | — | -3.28% | |
| 15 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.83% | — | -9.45% | |
| 16 | DVA | Davita INC | 株式-ヘルスケア | 1.83% | — | +109.43% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.79% | +0.07% | -8.12% | |
| 18 | XXI | Twenty One Capital, Inc. | 株式-その他 | 1.74% | — | -12.71% | |
| 19 | ✓ | 株式-その他 | 1.70% | — | -4.49% | ||
| 20 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 1.65% | — | -2.49% | |
| 21 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 1.62% | — | -13.37% | |
| 22 | DOX | Amdocs Limited | 株式-IT | 1.54% | — | -6.66% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.53% | -0.13% | -5.18% | |
| 24 | EA | Electronic Arts INC | 株式-通信サービス | 1.48% | — | -4.63% | |
| 25 | QRVO | Qorvo INC | 株式-IT | 1.48% | — | +52.47% | |
| 26 | ZAYOEUR | Zayo Group Holdings INC | 株式-その他 | 1.35% | — | -3.52% | |
| 27 | ARNCCHF | Arconic INC | 株式-その他 | 1.27% | — | -8.86% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 1.26% | — | -5.56% | |
| 29 | SGENEUR | Seagen INC | 株式-その他 | 1.20% | — | — | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | — | -5.53% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.21% | -5.30% | |
| 32 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.15% | -1.13% | -45.69% | |
| 33 | AXP | American Express Company | 株式-金融 | 1.12% | — | -6.96% | |
| 34 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.09% | — | -4.88% | |
| 35 | WY | Weyerhaeuser Co | 株式-不動産 | 1.09% | +1.44% | NEW | |
| 36 | INCY | Incyte CORP | 株式-ヘルスケア | 1.07% | — | — | |
| 37 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.04% | — | -17.99% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.03% | — | -7.37% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.94% | — | -3.31% | |
| 40 | BALL | Ball CORP | 株式-一般消費財 | 0.93% | — | +0.20% | |
| 41 | ASH | Ashland INC | 株式-素材 | 0.91% | — | -2.71% | |
| 42 | SDA | Sealed Air CORP | 株式-一般消費財 | 0.90% | — | -2.03% | |
| 43 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.81% | — | -4.61% | |
| 44 | GWRUSD | Genesee & Wyoming Inc-cl A | 株式-その他 | 0.76% | — | — | |
| 45 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.75% | — | -9.70% | |
| 46 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.59% | — | +20.25% | |
| 47 | SCCO | Southern Copper CORP | 株式-素材 | 0.56% | — | -7.57% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +26.57% | |
| 49 | RYAAY | Ryanair Holdings Plc-sp Adr | 株式-資本財 | 0.55% | — | +26.68% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.54% | — | -2.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DVA | Davita INC | +0.9% | +109.43% | 増加 |
| 2 | QRVO | Qorvo INC | +0.6% | +52.47% | 増加 |
| 3 | SWKS | Skyworks Solutions INC | +0.3% | +9.28% | 増加 |
| 4 | CHRW | C.h. Robinson Worldwide INC | +0.3% | +1257.17% | 増加 |
| 5 | CF | Cf Industries Holdings INC | +0.3% | +190.01% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -5.08% | 減少 |
| 7 | NOW | Servicenow INC | +0.2% | -4.10% | 減少 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.1% | +26.57% | 増加 |
| 9 | MA | Mastercard INC - A | +0.1% | -8.12% | 減少 |
| 10 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.1% | +26.68% | 増加 |
| 11 | TXN | Texas Instruments INC | +0.1% | +60.80% | 増加 |
| 12 | ZAYOEUR | Zayo Group Holdings INC | +0.1% | -3.52% | 減少 |
| 13 | ORLY | O'reilly Automotive INC | +0.1% | +20.25% | 増加 |
| 14 | EA | Electronic Arts INC | +0.1% | -4.63% | 減少 |
| 15 | BIIB | Biogen INC | +0.1% | -9.41% | 減少 |
| 16 | FCX | Freeport-mcmoran INC | +0.1% | -4.61% | 減少 |
| 17 | NKE | Nike INC -cl B | -0.1% | -5.66% | 減少 |
| 18 | DKS | Dick's Sporting Goods INC | -0.1% | +16.22% | 増加 |
| 19 | AXP | American Express Company | -0.1% | -6.96% | 減少 |
| 20 | V | Visa Inc-class A Shares | -0.1% | -14.28% | 減少 |
| 21 | JNJ | Johnson & Johnson | -0.1% | -2.96% | 減少 |
| 22 | CVS | Cvs Health CORP | -0.1% | -47.15% | 減少 |
| 23 | AMZN | Amazon.com INC | -0.1% | -5.18% | 減少 |
| 24 | ✓ | -0.1% | -5.98% | 減少 | |
| 25 | DOX | Amdocs Limited | -0.1% | -6.66% | 減少 |
| 26 | LULU | Lululemon Athletica INC | -0.1% | -9.45% | 減少 |
| 27 | QGEN | Qiagen N.V. | -0.1% | -9.70% | 減少 |
| 28 | TMO | Thermo Fisher Scientific INC | -0.1% | -37.03% | 減少 |
| 29 | REGN | Regeneron Pharmaceuticals | -0.2% | -4.88% | 減少 |
| 30 | NVS | Novartis Ag-sponsored Adr | -0.2% | -7.87% | 減少 |
| 31 | UL | Unilever PLC | -0.2% | -11.91% | 減少 |
| 32 | BKNG | Booking Hldgs INC | -0.2% | -6.49% | 減少 |
| 33 | NTES | Netease Inc-adr | -0.3% | -38.36% | 減少 |
| 34 | AAPL | Apple INC | -0.4% | -95.92% | 減少 |
| 35 | XXI | Twenty One Capital, Inc. | -0.4% | -12.71% | 減少 |
| 36 | MDT | Medtronic plc | -0.5% | +1.75% | 増加 |
| 37 | AMXN | America Movil-spn Adr Cl L | -0.6% | -94.29% | 減少 |
| 38 | VRTX | Vertex Pharmaceuticals INC | -0.7% | -45.69% | 減少 |
| 39 | CRM | Salesforce INC | -0.8% | -64.31% | 減少 |
| 40 | SGENEUR | Seagen INC | — | NEW | 新規購入 |
| 41 | INCY | Incyte CORP | — | NEW | 新規購入 |
| 42 | GWRUSD | Genesee & Wyoming Inc-cl A | — | NEW | 新規購入 |
| 43 | LBTYA | Liberty Global Ltd. | — | EXIT | 全売却 |
| 44 | ETRA | E*trade Financial CORP | — | NEW | 新規購入 |
| 45 | HMHCUSD | Houghton Mifflin Harcourt Co | — | EXIT | 全売却 |
| 46 | MAS | Masco CORP | — | EXIT | 全売却 |
| 47 | EFX | Equifax INC | — | NEW | 新規購入 |
| 48 | PAC | Grupo Aeroportuario Pac-adr | — | NEW | 新規購入 |
| 49 | EWY | Ishares Msci South Korea ETF | — | EXIT | 全売却 |
| 50 | LBEUR | L Brands INC | — | EXIT | 全売却 |