CIK: 0001033225
申告総資産額
$14.6億
| # | 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 | PGR | Progressive CORP | 株式-金融 | 13.28% | -0.39% | -5.02% | |
| 2 | PAYX | Paychex INC | 株式-IT | 11.44% | -0.51% | -5.33% | |
| 3 | FAST | Fastenal Co | 株式-資本財 | 10.75% | -1.82% | -5.75% | |
| 4 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 9.20% | -0.01% | -5.63% | |
| 5 | ECL | Ecolab INC | 株式-素材 | 8.51% | +0.55% | -5.18% | |
| 6 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 7.46% | — | -4.92% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 7.28% | +0.52% | -5.30% | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 7.12% | -0.24% | -5.84% | |
| 9 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 6.59% | — | -5.61% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 6.51% | -0.27% | -5.59% | |
| 11 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 6.26% | +1.02% | -6.59% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.45% | +0.46% | -6.00% | |
| 13 | CLB | Core Laboratories Inc. | 株式-その他 | 0.96% | — | -4.43% | |
| 14 | ✓ | Proshares Tr Pshs Ultsh 20yrs | 株式-その他 | 0.06% | — | — | |
| 15 | USB | US Bancorp | 株式-金融 | 0.05% | — | — | |
| 16 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 0.03% | — | +19.57% | |
| 17 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 0.03% | — | — | |
| 18 | ✓ | Invesco S&p 500 Equal Weight E | 株式-その他 | 0.02% | — | — | |
| 19 | SLB | Slb LTD | 株式-エネルギー | 0.02% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | REGN | Regeneron Pharmaceuticals | +1.3% | -6.59% | 減少 |
| 2 | FAST | Fastenal Co | +0.7% | -5.75% | 減少 |
| 3 | UNP | Union Pacific CORP | +0.4% | -5.30% | 減少 |
| 4 | BAM | Brookfield Asset Management Ltd. | +0.2% | -5.61% | 減少 |
| 5 | NKE | Nike INC -cl B | +0.2% | -5.59% | 減少 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -6.00% | 減少 |
| 7 | WFC | Wells Fargo & Co | +0.1% | -5.84% | 減少 |
| 8 | BPYPN | Brookfield Property Partners L.P. | — | — | 変化なし |
| 9 | USB | US Bancorp | — | — | 変化なし |
| 10 | BPYPN | Brookfield Property Partners L.P. | — | +19.57% | 増加 |
| 11 | ✓ | Invesco S&p 500 Equal Weight E | — | — | 変化なし |
| 12 | EXPD | Expeditors Intl Wash INC | 0% | -5.63% | 減少 |
| 13 | PAYX | Paychex INC | -0.2% | -5.33% | 減少 |
| 14 | CLB | Core Laboratories Inc. | -0.3% | -4.43% | 減少 |
| 15 | CMCSA | Comcast Corp-class A | -0.4% | -4.92% | 減少 |
| 16 | ECL | Ecolab INC | -0.6% | -5.18% | 減少 |
| 17 | PGR | Progressive CORP | -1.5% | -5.02% | 減少 |
| 18 | TBF | Proshares Short 20+ Treasury | — | EXIT | 全売却 |
| 19 | ✓ | Proshares Tr Pshs Ultsh 20yrs | — | NEW | 新規購入 |
| 20 | GWRUSD | Genesee & Wyoming Inc-cl A | — | EXIT | 全売却 |
| 21 | SLB | Slb LTD | — | NEW | 新規購入 |