CIK: 0001858699
申告総資産額
$8387.9万
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 19.85% | -3.92% | +0.47% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 18.29% | -8.30% | +0.31% | |
| 3 | SOLV | Solventum CORP | 株式-ヘルスケア | 14.86% | -3.17% | +22.53% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 10.80% | -0.08% | — | |
| 5 | KVUE | Kenvue INC | 株式-生活必需品 | 9.22% | -2.08% | -12.10% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 7.64% | -3.51% | +96.97% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 6.20% | -1.24% | +2.02% | |
| 8 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 4.02% | -1.68% | +2.46% | |
| 9 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 3.53% | +2.03% | -49.29% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.90% | +5.74% | -48.00% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.88% | +4.60% | -50.17% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.82% | -0.23% | — |