13F ガイド13F 完全解析
SEC Form 13Fとは？米国機関投資家の保有銘柄完全ガイド
Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
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CIK: 0001803227
申告総資産額
$8.6億
$8.6億
157 檔
8.5%
Q2 2024の報告期間中、Mattern Capital Management, LLC（CIK: 0001803227）が米国SECに提出したForm 13F報告書によると、追跡対象の米国株式ポートフォリオの時価総額は $8.6億 に達し、合計 157 件の保有銘柄を報告しました。
Q2 2024中、Mattern Capital Management, LLCは標準的な保有調整を実施し、ポートフォリオ全体構造は相対的に安定して推移しました。
上位5銘柄（AAPL, MSFT, COST等）の合計時価総額は全体ポートフォリオの 8.5% を占めており、主要コア銘柄への集中度を示しています。
今期最大全売却 / 減却
MSFT
前期市值: $1631.8万
| # | 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 | 2.50% | +0.22% | -1.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.04% | -0.63% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.87% | -0.15% | -1.45% | |
| 4 | PSX | Phillips 66 | 株式-エネルギー | 1.74% | -1.20% | -1.13% | |
| 5 | LOW | Lowe's Cos Inc | 株式-一般消費財 | 1.62% | -0.06% | +0.09% | |
| 6 | BRO | Brown & Brown Inc | 株式-金融 | 1.61% | +0.16% | -0.94% | |
| 7 | ADI | Analog Devices Inc | 株式-IT | 1.61% | +0.21% | -1.91% | |
| 8 | GWW | Ww Grainger Inc | 株式-資本財 | 1.58% | +0.31% | -1.25% | |
| 9 | WMT | Walmart Inc | 株式-生活必需品 | 1.57% | -0.07% | -1.02% | |
| 10 | COR | Cencora Inc | 株式-ヘルスケア | 1.54% | -0.03% | -0.82% | |
| 11 | AFL | Aflac Inc | 株式-金融 | 1.53% | +0.06% | -1.32% | |
| 12 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.47% | -0.02% | -1.45% | |
| 13 | AMGN | Amgen Inc | 株式-ヘルスケア | 1.46% | +0.17% | -0.88% | |
| 14 | GD | General Dynamics CORP | 株式-資本財 | 1.42% | +0.03% | -1.51% | |
| 15 | NEE | Nextera Energy Inc | 株式-公益事業 | 1.41% | -0.14% | -1.05% | |
| 16 | XYL | Xylem Inc | 株式-資本財 | 1.41% | +0.07% | -1.31% | |
| 17 | LIN | Linde plc | 株式-素材 | 1.40% | +0.01% | -0.31% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 1.38% | -0.02% | EXIT | |
| 19 | CB | Chubb Limited | 株式-金融 | 1.37% | +0.02% | -1.03% | |
| 20 | TXN | Texas Instruments Inc | 株式-IT | 1.37% | +0.44% | -0.76% | |
| 21 | UNH | Unitedhealth Group Inc | 株式-ヘルスケア | 1.34% | +0.45% | +0.41% | |
| 22 | SPGI | S&p Global Inc | 株式-金融 | 1.33% | +0.04% | -0.46% | |
| 23 | CTAS | Cintas CORP | 株式-資本財 | 1.30% | +0.06% | -0.96% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.27% | -0.02% | EXIT | |
| 25 | HD | Home Depot Inc | 株式-一般消費財 | 1.27% | +0.17% | +0.27% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.27% | -0.01% | -0.39% | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.25% | +0.06% | -0.82% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 1.23% | +0.09% | -0.40% | |
| 29 | ECL | Ecolab Inc | 株式-素材 | 1.22% | +0.07% | -1.05% | |
| 30 | BLKCHF | Blackrock Inc | 株式-その他 | 1.22% | — | -0.19% | |
| 31 | LHX | L3harris Technologies Inc | 株式-資本財 | 1.21% | -0.20% | -0.62% | |
| 32 | BR | Broadridge Financial Solutio | 株式-IT | 1.21% | -0.16% | -0.41% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.20% | +0.14% | +0.18% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | +0.05% | -0.24% | |
| 35 | ACN | Accenture plc | 株式-IT | 1.18% | -0.35% | +2.16% | |
| 36 | APD | Air Products & Chemicals Inc | 株式-素材 | 1.17% | — | -0.10% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 1.17% | +0.11% | -0.40% | |
| 38 | HON | Honeywell International Inc | 株式-資本財 | 1.16% | -0.05% | EXIT | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 1.16% | -0.22% | -0.49% | |
| 40 | ZTS | Zoetis Inc | 株式-ヘルスケア | 1.16% | -0.15% | +1.00% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | +0.68% | |
| 42 | TROW | T Rowe Price Group Inc | 株式-金融 | 1.14% | — | -0.52% | |
| 43 | PEP | Pepsico Inc | 株式-生活必需品 | 1.13% | -0.14% | +1.14% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | — | +2.05% | |
| 45 | AVGO | Broadcom Inc | 株式-IT | 1.12% | +0.17% | +4.57% | |
| 46 | CSCO | Cisco Systems Inc | 株式-IT | 1.11% | +0.51% | +1.74% | |
| 47 | CHD | Church & Dwight Co Inc | 株式-生活必需品 | 1.11% | +0.03% | -0.64% | |
| 48 | PLD | Prologis Inc | 株式-不動産 | 1.10% | -0.02% | +7.02% | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 1.10% | +0.04% | +0.48% | |
| 50 | JKHY | Jack Henry & Associates Inc | 株式-IT | 1.10% | -0.01% | +0.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.5% | -1.30% | 減少 |
| 2 | COST | Costco Wholesale CORP | +0.3% | -1.45% | 減少 |
| 3 | AVGO | Broadcom Inc | +0.3% | +4.57% | 増加 |
| 4 | ADI | Analog Devices Inc | +0.2% | -1.91% | 減少 |
| 5 | WMT | Walmart Inc | +0.2% | -1.02% | 減少 |
| 6 | TXN | Texas Instruments Inc | +0.2% | -0.76% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.2% | -0.63% | 減少 |
| 8 | NEE | Nextera Energy Inc | +0.2% | -1.05% | 減少 |
| 9 | AMGN | Amgen Inc | +0.1% | -0.88% | 減少 |
| 10 | CL | Colgate-palmolive Co | +0.1% | -0.82% | 減少 |
| 11 | APD | Air Products & Chemicals Inc | +0.1% | -0.10% | 減少 |
| 12 | AWK | American Water Works Co Inc | +0.1% | +0.07% | 増加 |
| 13 | SPGI | S&p Global Inc | +0.1% | -0.46% | 減少 |
| 14 | LHX | L3harris Technologies Inc | +0.1% | -0.62% | 減少 |
| 15 | XYL | Xylem Inc | +0.1% | -1.31% | 減少 |
| 16 | CBSH | Commerce Bancshares Inc | +0.1% | -0.67% | 減少 |
| 17 | PEP | Pepsico Inc | 0% | +1.14% | 増加 |
| 18 | BR | Broadridge Financial Solutio | 0% | -0.41% | 減少 |
| 19 | JKHY | Jack Henry & Associates Inc | 0% | +0.16% | 増加 |
| 20 | EMR | Emerson Electric Co | 0% | -0.68% | 減少 |
| 21 | MDLZ | Mondelez International Inc-a | 0% | +0.24% | 増加 |
| 22 | ADP | Automatic Data Processing | 0% | -0.40% | 減少 |
| 23 | BDX | Becton Dickinson And Co | 0% | +0.74% | 増加 |
| 24 | BLKCHF | Blackrock Inc | -0.1% | -0.19% | 減少 |
| 25 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.71% | 増加 |
| 26 | TROW | T Rowe Price Group Inc | -0.1% | -0.52% | 減少 |
| 27 | SYK | Stryker CORP | -0.1% | -0.40% | 減少 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +1.26% | 増加 |
| 29 | LIN | Linde plc | -0.1% | -0.31% | 減少 |
| 30 | ABT | Abbott Laboratories | -0.1% | +1.59% | 増加 |
| 31 | FDS | Factset Research Systems Inc | -0.1% | +1.91% | 増加 |
| 32 | PLD | Prologis Inc | -0.1% | +7.02% | 増加 |
| 33 | UNP | Union Pacific CORP | -0.1% | +0.68% | 増加 |
| 34 | CMCSA | Comcast Corp-class A | -0.1% | +1.67% | 増加 |
| 35 | MCD | Mcdonald's CORP | -0.1% | +2.46% | 増加 |
| 36 | BF-B | Brown-forman Corp-class B | -0.1% | +6.62% | 増加 |
| 37 | MDT | Medtronic plc | -0.1% | -0.28% | 減少 |
| 38 | COR | Cencora Inc | -0.1% | -0.82% | 減少 |
| 39 | HD | Home Depot Inc | -0.1% | +0.27% | 増加 |
| 40 | ACN | Accenture plc | -0.1% | +2.16% | 増加 |
| 41 | ITW | Illinois Tool Works | -0.1% | +0.48% | 増加 |
| 42 | PPG | Ppg Industries Inc | -0.1% | +1.49% | 増加 |
| 43 | SBUX | Starbucks CORP | -0.2% | +2.05% | 増加 |
| 44 | SHW | Sherwin-williams Co/the | -0.2% | +0.18% | 増加 |
| 45 | TGT | Target CORP | -0.2% | +2.81% | 増加 |
| 46 | GWW | Ww Grainger Inc | -0.2% | -1.25% | 減少 |
| 47 | NKE | Nike Inc -cl B | -0.2% | +0.46% | 増加 |
| 48 | LOW | Lowe's Cos Inc | -0.2% | +0.09% | 増加 |
| 49 | PSX | Phillips 66 | -0.3% | -1.13% | 減少 |
| 50 | UPS | United Parcel Service-cl B | -0.6% | -41.69% | 減少 |
SEC公式 Form 13F 報告によると、Mattern Capital Management, LLC の Q2 2024 における米国株式保有時価総額は約 $8.6億、保有銘柄数は 157 件です。
Q2 2024 における上位3銘柄は AAPL (2.5%)、MSFT (2.4%)、COST (1.9%) です。最大保有銘柄 AAPL がポートフォリオの約 2.5% を占めています。
Q2 2024 中に合計 50 件の調整を実施しました（新規買付 0 件、追加買付 24 件、減却 26 件、全売却 0 件）。
本ページのデータはSEC EDGARアーカイブの Form 13F-HR より自動取得・解析され、正確なCUSIP照合により構造化データセットとして提供されています。
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Form 13Fの基準（運用資産1億ドル以上）と45日間の遅延開示ルールを解説。ヘッジファンドの保有銘柄を効果的に追跡する方法を学びます。
5%以上の株式保有申告ルール（13Dと13G）の違いを解説。機関投資家のアクティビスト（物言う株主）意図を見抜く。
ヘッジファンドの13F買い増しと企業役員のインサイダー買いが重なる「スマートマネー重複シグナル」の活用法。