CIK: 0000320376
申告総資産額
$4.8億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.62% | -1.55% | -6.65% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 5.29% | -2.17% | -10.33% | |
| 3 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 4.45% | — | -4.51% | |
| 4 | CELG | Celgene CORP | 株式-その他 | 4.43% | — | -3.76% | |
| 5 | MDT | Medtronic plc | 株式-ヘルスケア | 4.40% | — | +0.68% | |
| 6 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 4.16% | — | +3.58% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 4.16% | -0.16% | -5.10% | |
| 8 | USB | US Bancorp | 株式-金融 | 3.86% | — | +1.06% | |
| 9 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 3.81% | -0.90% | -4.68% | |
| 10 | ACN | Accenture plc | 株式-IT | 3.75% | -0.66% | -3.83% | |
| 11 | BBTUSD | Bb&t CORP | 株式-その他 | 3.58% | — | +8.26% | |
| 12 | WSM | Williams-sonoma INC | 株式-一般消費財 | 3.22% | -0.28% | +3.82% | |
| 13 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.14% | — | +14.63% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 2.96% | +0.59% | +7.50% | |
| 15 | OMC | Omnicom Group | 株式-通信サービス | 2.77% | -0.15% | -0.04% | |
| 16 | ✓ | Cbs CORP New | 株式-その他 | 2.69% | — | +22.06% | |
| 17 | PWR | Quanta Services INC | 株式-資本財 | 2.60% | -0.15% | +15.03% | |
| 18 | BR | Broadridge Financial Solutio | 株式-IT | 2.50% | -0.42% | +38.17% | |
| 19 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.48% | — | +2951.83% | |
| 20 | NUANEUR | Nuance Communications INC | 株式-その他 | 2.41% | — | +1.78% | |
| 21 | LBAIUSD | Lakeland Bancorp INC | 株式-その他 | 2.06% | — | +14.74% | |
| 22 | TPR | Tapestry INC | 株式-一般消費財 | 1.74% | — | +13.52% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.45% | -0.52% | +384.40% | |
| 24 | WH | Wyndham Hotels & Resorts INC | 株式-一般消費財 | 1.21% | — | +8.46% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.19% | -0.10% | -12.77% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.10% | -7.06% | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.08% | -0.37% | — | |
| 28 | KEYS | Keysight Technologies In | 株式-IT | 1.06% | -0.05% | +1.22% | |
| 29 | WYNEUR | Wyndham Destinations INC | 株式-その他 | 1.01% | — | +13.63% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | — | -5.14% | |
| 31 | YUSD | Alleghany CORP | 株式-その他 | 0.85% | — | +351.35% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.78% | — | +0.35% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | -3.81% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | -0.10% | +6.84% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.60% | — | -12.12% | |
| 36 | PNR | Pentair plc | 株式-資本財 | 0.47% | — | -11.11% | |
| 37 | NVT | nVent Electric plc | 株式-資本財 | 0.42% | — | +4.83% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.41% | — | -20.18% | |
| 39 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.40% | -0.06% | — | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.37% | — | -1.75% | |
| 41 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.33% | — | +7.26% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.33% | — | +1.73% | |
| 43 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.32% | — | — | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.32% | — | +25.30% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.32% | — | +2.84% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.32% | — | -10.84% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | -0.47% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.29% | — | -43.17% | |
| 49 | UTXZ | United Tech CORP | 株式-その他 | 0.29% | — | -9.97% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | -18.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WBA | Walgreens Boots Alliance INC | +2.4% | +2951.83% | 増加 |
| 2 | TMO | Thermo Fisher Scientific INC | +1.2% | +384.40% | 増加 |
| 3 | YUSD | Alleghany CORP | +0.6% | +351.35% | 増加 |
| 4 | CELG | Celgene CORP | +0.6% | -3.76% | 減少 |
| 5 | KMI | Kinder Morgan INC | +0.5% | +14.63% | 増加 |
| 6 | BR | Broadridge Financial Solutio | +0.4% | +38.17% | 増加 |
| 7 | PWR | Quanta Services INC | +0.4% | +15.03% | 増加 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +7.50% | 増加 |
| 9 | ✓ | Cbs CORP New | +0.2% | +22.06% | 増加 |
| 10 | KEYS | Keysight Technologies In | +0.1% | +1.22% | 増加 |
| 11 | NUANEUR | Nuance Communications INC | +0.1% | +1.78% | 増加 |
| 12 | WY | Weyerhaeuser Co | +0.1% | +78.16% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +25.30% | 増加 |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +47.56% | 増加 |
| 15 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +3.58% | 増加 |
| 16 | WYNEUR | Wyndham Destinations INC | 0% | +13.63% | 増加 |
| 17 | IJH | Ishares Core S&p Midcap ETF | 0% | +17.10% | 増加 |
| 18 | NVT | nVent Electric plc | 0% | +4.83% | 増加 |
| 19 | TIFEUR | Tiffany & Co | 0% | — | 変化なし |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | +6.84% | 増加 |
| 21 | ISRG | Intuitive Surgical INC | 0% | — | 変化なし |
| 22 | ADP | Automatic Data Processing | 0% | -1.75% | 減少 |
| 23 | WM | Waste Management INC | 0% | +2.84% | 増加 |
| 24 | WH | Wyndham Hotels & Resorts INC | 0% | +8.46% | 増加 |
| 25 | INTC | Intel CORP | -0.1% | +0.35% | 増加 |
| 26 | DHR | Danaher CORP | -0.1% | -12.12% | 減少 |
| 27 | XOM | Exxon Mobil CORP | -0.1% | -5.14% | 減少 |
| 28 | ABBV | Abbvie INC | -0.1% | -23.08% | 減少 |
| 29 | ACN | Accenture plc | -0.1% | -3.83% | 減少 |
| 30 | PEP | Pepsico INC | -0.1% | -3.81% | 減少 |
| 31 | LBAIUSD | Lakeland Bancorp INC | -0.1% | +14.74% | 増加 |
| 32 | PFE | Pfizer INC | -0.2% | -18.33% | 減少 |
| 33 | T | At&t INC | -0.2% | -20.18% | 減少 |
| 34 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -4.68% | 減少 |
| 35 | WSM | Williams-sonoma INC | -0.2% | +3.82% | 増加 |
| 36 | AAPL | Apple INC | -0.2% | -12.77% | 減少 |
| 37 | BBTUSD | Bb&t CORP | -0.2% | +8.26% | 増加 |
| 38 | TPR | Tapestry INC | -0.2% | +13.52% | 増加 |
| 39 | COP | Conocophillips | -0.3% | -43.17% | 減少 |
| 40 | LOW | Lowe's Cos INC | -0.4% | -5.10% | 減少 |
| 41 | DNKN | Dunkin' Brands Group INC | -0.5% | -4.51% | 減少 |
| 42 | USB | US Bancorp | -0.6% | +1.06% | 増加 |
| 43 | PYPL | Paypal Holdings INC | -0.6% | -10.33% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.8% | -6.65% | 減少 |
| 45 | BDX | Becton Dickinson And Co | — | NEW | 新規購入 |
| 46 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 47 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 48 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 49 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 50 | VLY | Valley National Bancorp | — | EXIT | 全売却 |