CIK: 0000919497
申告総資産額
$8.8億
| # | 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 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.51% | -0.22% | +2.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.88% | -0.07% | -1.16% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 3.17% | -0.21% | +0.46% | |
| 4 | DHR | Danaher CORP | 株式-ヘルスケア | 3.07% | -0.19% | -1.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.88% | -0.56% | -1.04% | |
| 6 | CRM | Salesforce INC | 株式-IT | 2.51% | -0.43% | -1.43% | |
| 7 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.34% | — | -2.38% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.21% | — | -3.53% | |
| 9 | AMT | American Tower CORP | 株式-不動産 | 2.16% | — | -3.07% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.08% | -0.70% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | -0.11% | -1.91% | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 1.96% | — | +5.73% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | +0.78% | +0.79% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.85% | — | +1.34% | |
| 15 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.84% | -0.09% | +1.65% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.80% | +0.01% | +1.32% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.76% | +0.53% | +2.68% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | +0.02% | +0.70% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.67% | — | -4.46% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.65% | -0.56% | +1.72% | |
| 21 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.58% | — | +0.10% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.52% | — | +1.68% | |
| 23 | RNR | RenaissanceRe Holdings Ltd. | 株式-金融 | 1.51% | -0.08% | -0.12% | |
| 24 | STE | STERIS plc | 株式-ヘルスケア | 1.49% | -0.10% | — | |
| 25 | ROP | Roper Technologies INC | 株式-IT | 1.45% | -0.07% | -1.93% | |
| 26 | FTV | Fortive CORP | 株式-IT | 1.43% | -0.20% | -7.65% | |
| 27 | IHS | Ihs Markit LTD | 株式-その他 | 1.41% | — | +0.03% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.35% | +0.33% | +9.54% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.33% | +0.12% | +0.26% | |
| 30 | CB | Chubb Limited | 株式-金融 | 1.31% | — | +1.47% | |
| 31 | CDK | Cdk Global INC | 株式-その他 | 1.27% | — | +3.96% | |
| 32 | BR | Broadridge Financial Solutio | 株式-IT | 1.27% | -0.09% | +0.72% | |
| 33 | ECL | Ecolab INC | 株式-素材 | 1.25% | — | +1.34% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.23% | — | +2.56% | |
| 35 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.16% | — | -0.91% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | -6.76% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.55% | -1.30% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | +0.12% | +0.29% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.99% | -0.31% | -1.50% | |
| 40 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.98% | — | +0.16% | |
| 41 | EQIX | Equinix INC | 株式-不動産 | 0.95% | +0.39% | +6.80% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | +0.13% | +1.89% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | +5.06% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.84% | — | +3.87% | |
| 45 | INTU | Intuit INC | 株式-IT | 0.83% | -0.50% | -1.49% | |
| 46 | BLKCHF | Blackrock INC | 株式-その他 | 0.83% | — | -0.25% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | -5.64% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.11% | -0.06% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.05% | +2.30% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | -2.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +0.5% | +157.30% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.3% | +2.65% | 増加 |
| 3 | DHR | Danaher CORP | +0.3% | -1.57% | 減少 |
| 4 | UTXZ | United Tech CORP | +0.2% | +5.73% | 増加 |
| 5 | XPO | Xpo INC | +0.2% | +249.11% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | -1.91% | 減少 |
| 7 | EL | Estee Lauder Companies-cl A | +0.2% | +0.10% | 増加 |
| 8 | EQIX | Equinix INC | +0.2% | +6.80% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | -1.16% | 減少 |
| 10 | VRSK | Verisk Analytics INC | +0.1% | +1.65% | 増加 |
| 11 | ROP | Roper Technologies INC | +0.1% | -1.93% | 減少 |
| 12 | CDK | Cdk Global INC | +0.1% | +3.96% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.1% | +0.46% | 増加 |
| 14 | AMT | American Tower CORP | +0.1% | -3.07% | 減少 |
| 15 | MDLZ | Mondelez International Inc-a | +0.1% | +0.26% | 増加 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +2.68% | 増加 |
| 17 | INTU | Intuit INC | +0.1% | -1.49% | 減少 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | +0.79% | 増加 |
| 19 | NEE | Nextera Energy INC | +0.1% | +9.54% | 増加 |
| 20 | SJM | Jm Smucker Co/the | +0.1% | +4.24% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +1.72% | 増加 |
| 22 | ECL | Ecolab INC | +0.1% | +1.34% | 増加 |
| 23 | C | Citigroup INC | +0.1% | +3.87% | 増加 |
| 24 | PANW | Palo Alto Networks INC | +0.1% | +10.84% | 増加 |
| 25 | SYK | Stryker CORP | +0.1% | -2.77% | 減少 |
| 26 | CVS | Cvs Health CORP | +0.1% | +62.97% | 増加 |
| 27 | WSO | Watsco INC | +0.1% | +41.78% | 増加 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.06% | 増加 |
| 29 | CL | Colgate-palmolive Co | 0% | +0.16% | 増加 |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +1.89% | 増加 |
| 31 | IJR | Ishares Core S&p Small-cap E | — | +2.56% | 増加 |
| 32 | MSFT | Microsoft CORP | — | -1.30% | 減少 |
| 33 | FTV | Fortive CORP | 0% | -7.65% | 減少 |
| 34 | ABT | Abbott Laboratories | 0% | +2.30% | 増加 |
| 35 | CRM | Salesforce INC | 0% | -1.43% | 減少 |
| 36 | IHS | Ihs Markit LTD | 0% | +0.03% | 増加 |
| 37 | CVX | Chevron CORP | 0% | -0.06% | 減少 |
| 38 | PEP | Pepsico INC | 0% | +0.29% | 増加 |
| 39 | CB | Chubb Limited | -0.1% | +1.47% | 増加 |
| 40 | SBUX | Starbucks CORP | -0.1% | -4.46% | 減少 |
| 41 | BR | Broadridge Financial Solutio | -0.1% | +0.72% | 増加 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.04% | 減少 |
| 43 | ORLY | O'reilly Automotive INC | -0.1% | -2.38% | 減少 |
| 44 | RNR | RenaissanceRe Holdings Ltd. | -0.1% | -0.12% | 減少 |
| 45 | VZ | Verizon Communications INC | -0.1% | +1.34% | 増加 |
| 46 | MRK | Merck & Co. INC. | -0.2% | -3.53% | 減少 |
| 47 | ABBV | Abbvie INC | -0.5% | +1.32% | 増加 |
| 48 | STE | STERIS plc | — | NEW | 新規購入 |
| 49 | STE | STERIS plc | — | EXIT | 全売却 |
| 50 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |