CIK: 0001802900
申告総資産額
$88.1億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 9.84% | +0.17% | -17.40% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.87% | -1.34% | -14.00% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 5.71% | -0.28% | -3.09% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 5.13% | -0.22% | -3.02% | |
| 5 | SHOP | Shopify INC - Class A | 株式-IT | 4.50% | -0.90% | -3.35% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.15% | -0.30% | +0.95% | |
| 7 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.87% | +0.49% | -3.26% | |
| 8 | ECL | Ecolab INC | 株式-素材 | 3.79% | -0.26% | -21.22% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.73% | -0.30% | -2.96% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 3.23% | +0.68% | +173.47% | |
| 11 | WM | Waste Management INC | 株式-資本財 | 3.13% | +0.42% | -2.91% | |
| 12 | EBAY | Ebay INC | 株式-一般消費財 | 3.10% | +0.45% | -3.45% | |
| 13 | PANW | Palo Alto Networks INC | 株式-IT | 3.08% | -0.16% | -2.88% | |
| 14 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.04% | -0.36% | -2.64% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 3.00% | +0.82% | -2.95% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 2.72% | -1.60% | -2.92% | |
| 17 | XYL | Xylem INC | 株式-資本財 | 2.57% | -0.12% | -2.69% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 2.52% | -0.26% | -2.83% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.38% | +0.14% | — | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.34% | +0.05% | -2.94% | |
| 21 | FSLR | First Solar INC | 株式-IT | 2.33% | -0.77% | -2.50% | |
| 22 | HUBB | Hubbell INC | 株式-資本財 | 2.13% | +1.08% | -1.32% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.92% | -0.38% | -3.93% | |
| 24 | CRM | Salesforce INC | 株式-IT | 1.69% | -0.40% | -2.62% | |
| 25 | CP | Canadian Pacific Kansas City | 株式-資本財 | 1.50% | +0.24% | -3.08% | |
| 26 | BALL | Ball CORP | 株式-一般消費財 | 1.34% | +0.27% | -2.15% | |
| 27 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 1.31% | +0.26% | — | |
| 28 | WTS | Watts Water Technologies-a | 株式-資本財 | 1.28% | +0.16% | -2.41% | |
| 29 | VRT | Vertiv Holdings Co-a | 株式-資本財 | 1.27% | +1.64% | — | |
| 30 | AGCO | Agco CORP | 株式-資本財 | 1.22% | +0.87% | -3.47% | |
| 31 | VLTO | Veralto CORP | 株式-資本財 | 1.05% | +0.65% | -2.91% | |
| 32 | AWK | American Water Works Co INC | 株式-公益事業 | 1.02% | +0.14% | -51.94% | |
| 33 | WMS | Advanced Drainage Systems In | 株式-資本財 | 0.96% | +0.02% | -2.99% | |
| 34 | ROP | Roper Technologies INC | 株式-IT | 0.87% | -0.87% | EXIT | |
| 35 | NDAQ | Nasdaq INC | 株式-金融 | 0.08% | -0.02% | +9.59% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.06% | — | — | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.05% | +0.02% | +19.07% | |
| 38 | AAPL | Apple INC | 株式-IT | 0.04% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.04% | -0.01% | +19.05% | |
| 40 | ES | Eversource Energy | 株式-公益事業 | 0.04% | -0.01% | -5.71% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.04% | — | — | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.03% | — | +19.07% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.03% | -0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +2.1% | +173.47% | 増加 |
| 2 | LLY | Eli Lilly & Co | +1.2% | +0.95% | 増加 |
| 3 | ISRG | Intuitive Surgical INC | +0.6% | -2.64% | 減少 |
| 4 | TMO | Thermo Fisher Scientific INC | +0.5% | -2.96% | 減少 |
| 5 | FSLR | First Solar INC | +0.3% | -2.50% | 減少 |
| 6 | DHR | Danaher CORP | +0.3% | -2.83% | 減少 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.02% | 減少 |
| 8 | SHOP | Shopify INC - Class A | +0.2% | -3.35% | 減少 |
| 9 | CRM | Salesforce INC | +0.1% | -2.62% | 減少 |
| 10 | EW | Edwards Lifesciences CORP | +0.1% | -2.94% | 減少 |
| 11 | TJX | Tjx Companies INC | +0.1% | -3.26% | 減少 |
| 12 | NEE | Nextera Energy INC | +0.1% | -2.95% | 減少 |
| 13 | ACN | Accenture plc | +0.1% | -3.93% | 減少 |
| 14 | BALL | Ball CORP | 0% | -2.15% | 減少 |
| 15 | HUBB | Hubbell INC | 0% | -1.32% | 減少 |
| 16 | NDAQ | Nasdaq INC | 0% | +9.59% | 増加 |
| 17 | WMS | Advanced Drainage Systems In | 0% | -2.99% | 減少 |
| 18 | JNJ | Johnson & Johnson | 0% | +19.07% | 増加 |
| 19 | INTU | Intuit INC | 0% | +19.05% | 増加 |
| 20 | CL | Colgate-palmolive Co | 0% | +19.07% | 増加 |
| 21 | ES | Eversource Energy | — | -5.71% | 減少 |
| 22 | V | Visa Inc-class A Shares | 0% | -2.92% | 減少 |
| 23 | WTS | Watts Water Technologies-a | -0.1% | -2.41% | 減少 |
| 24 | AGCO | Agco CORP | -0.1% | -3.47% | 減少 |
| 25 | CP | Canadian Pacific Kansas City | -0.1% | -3.08% | 減少 |
| 26 | VLTO | Veralto CORP | -0.1% | -2.91% | 減少 |
| 27 | WM | Waste Management INC | -0.1% | -2.91% | 減少 |
| 28 | MA | Mastercard INC - A | -0.2% | -3.09% | 減少 |
| 29 | EBAY | Ebay INC | -0.3% | -3.45% | 減少 |
| 30 | XYL | Xylem INC | -0.3% | -2.69% | 減少 |
| 31 | PANW | Palo Alto Networks INC | -0.5% | -2.88% | 減少 |
| 32 | ECL | Ecolab INC | -1.3% | -21.22% | 減少 |
| 33 | AWK | American Water Works Co INC | -1.3% | -51.94% | 減少 |
| 34 | MSFT | Microsoft CORP | -2% | -14.00% | 減少 |
| 35 | NVDA | Nvidia CORP | -2.2% | -17.40% | 減少 |
| 36 | ROP | Roper Technologies INC | -2.7% | -72.54% | 減少 |
| 37 | LOW | Lowe's Cos INC | — | NEW | 新規購入 |
| 38 | BSX | Boston Scientific CORP | — | NEW | 新規購入 |
| 39 | VRT | Vertiv Holdings Co-a | — | NEW | 新規購入 |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 41 | AAPL | Apple INC | — | NEW | 新規購入 |
| 42 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 43 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |