CIK: 0001133014
申告総資産額
$4.2億
上位200銘柄を表示中（全296銘柄）
| # | 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 | 5.54% | -1.61% | -0.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.95% | -0.31% | -21.35% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.36% | -0.16% | -0.21% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.02% | -0.03% | -3.41% | |
| 5 | ✓ | Alphabet Inc. | 株式-その他 | 2.27% | — | -0.65% | |
| 6 | WP | Worldpay Inc-class A | 株式-その他 | 2.25% | — | -0.40% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.01% | -0.10% | +5.73% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 2.01% | — | +6.85% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | -0.10% | -15.91% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.95% | -0.09% | +8.52% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.76% | -0.16% | -0.61% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 1.69% | — | -16.83% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.55% | -0.09% | +44.27% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.51% | — | -1.23% | |
| 15 | ✓ | Alphabet Inc. | 株式-その他 | 1.44% | -0.07% | +3.34% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.36% | — | +20.78% | |
| 17 | ✓ | PayPal Holdings, Inc. | 株式-その他 | 1.34% | — | -0.61% | |
| 18 | FDX | Fedex CORP | 株式-資本財 | 1.33% | — | +1.79% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.29% | — | -13.94% | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 1.27% | — | -0.50% | |
| 21 | ✓ | Broadcom Inc. | 株式-その他 | 1.18% | — | -22.89% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.27% | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | +0.18% | +12.55% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.14% | -0.03% | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | -0.47% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.09% | — | +13.90% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.11% | +1.47% | |
| 28 | HRSEUR | L3harris Technologies INC | 株式-その他 | 1.03% | — | +8.63% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.01% | — | -0.70% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.96% | — | +0.68% | |
| 31 | LUV | Southwest Airlines Co | 株式-資本財 | 0.96% | — | -0.43% | |
| 32 | PGR | Progressive CORP | 株式-金融 | 0.91% | — | +95.81% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.90% | — | -6.48% | |
| 34 | PNC | Pnc Financial Services Group | 株式-金融 | 0.87% | — | +77.77% | |
| 35 | ✓ | Centene Corporation | 株式-その他 | 0.86% | — | +204.95% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | — | -2.04% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.83% | — | +4.90% | |
| 38 | OLN | Olin CORP | 株式-素材 | 0.82% | +0.13% | -3.28% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.52% | -2.76% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.81% | — | +1.42% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | -0.10% | -0.40% | |
| 42 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.76% | — | — | |
| 43 | LRCXEUR | Lam Research CORP | 株式-IT | 0.69% | -1.55% | EXIT | |
| 44 | ACN | Accenture plc | 株式-IT | 0.67% | — | +543.33% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.66% | — | +8.54% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -2.15% | |
| 47 | DG | Dollar General CORP | 株式-生活必需品 | 0.62% | — | +6.21% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | — | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.61% | — | -25.14% | |
| 50 | ✓ | Ulta Beauty, Inc. | 株式-その他 | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MA | Mastercard INC - A | +0.6% | +44.27% | 増加 |
| 2 | ACN | Accenture plc | +0.6% | +543.33% | 増加 |
| 3 | WP | Worldpay Inc-class A | +0.5% | -0.40% | 減少 |
| 4 | PGR | Progressive CORP | +0.5% | +95.81% | 増加 |
| 5 | APH | Amphenol Corp-cl A | +0.4% | +956.67% | 増加 |
| 6 | PNC | Pnc Financial Services Group | +0.3% | +77.77% | 増加 |
| 7 | ADBE | Adobe INC | +0.3% | +20.78% | 増加 |
| 8 | ADP | Automatic Data Processing | +0.3% | +81.03% | 増加 |
| 9 | ✓ | XPLR Infrastructure, LP | +0.3% | +106.90% | 増加 |
| 10 | COST | Costco Wholesale CORP | +0.3% | +187.04% | 増加 |
| 11 | HON | Honeywell International INC | +0.2% | +6.85% | 増加 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +125.84% | 増加 |
| 13 | CMCSA | Comcast Corp-class A | +0.2% | +13.90% | 増加 |
| 14 | ✓ | Centene Corporation | +0.2% | +204.95% | 増加 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -1.23% | 減少 |
| 16 | AMZN | Amazon.com INC | +0.1% | -0.21% | 減少 |
| 17 | ✓ | Ulta Beauty, Inc. | +0.1% | — | 変化なし |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.61% | 減少 |
| 19 | HRSEUR | L3harris Technologies INC | +0.1% | +8.63% | 増加 |
| 20 | ✓ | Bwx Technologies INC | +0.1% | +1110.00% | 増加 |
| 21 | PSX | Phillips 66 | +0.1% | +57.41% | 増加 |
| 22 | MSFT | Microsoft CORP | +0.1% | -0.11% | 減少 |
| 23 | ✓ | PayPal Holdings, Inc. | +0.1% | -0.61% | 減少 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +12.55% | 増加 |
| 25 | UTXZ | United Tech CORP | +0.1% | -0.50% | 減少 |
| 26 | BP | Bp Plc-spons Adr | +0.1% | +15.01% | 増加 |
| 27 | MO | Altria Group INC | +0.1% | +8.54% | 増加 |
| 28 | ✓ | Alphabet Inc. | 0% | +3.34% | 増加 |
| 29 | LOW | Lowe's Cos INC | 0% | +0.68% | 増加 |
| 30 | INTC | Intel CORP | 0% | +4.90% | 増加 |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +1.47% | 増加 |
| 32 | FDX | Fedex CORP | — | +1.79% | 増加 |
| 33 | LMT | Lockheed Martin CORP | — | -0.70% | 減少 |
| 34 | CVX | Chevron CORP | 0% | — | 変化なし |
| 35 | JPM | Jpmorgan Chase & Co | 0% | +8.52% | 増加 |
| 36 | ✓ | Alphabet Inc. | -0.1% | -0.65% | 減少 |
| 37 | HD | Home Depot INC | -0.2% | -3.41% | 減少 |
| 38 | ✓ | Broadcom Inc. | -0.3% | -22.89% | 減少 |
| 39 | ABBV | Abbvie INC | -0.4% | — | 変化なし |
| 40 | NVDA | Nvidia CORP | -0.4% | -83.02% | 減少 |
| 41 | AMGN | Amgen INC | -0.5% | -13.94% | 減少 |
| 42 | ✓ | DuPont de Nemours, Inc. | -0.6% | -78.53% | 減少 |
| 43 | CVS | Cvs Health CORP | -0.7% | -46.66% | 減少 |
| 44 | AAPL | Apple INC | -0.8% | -21.35% | 減少 |
| 45 | ✓ | Proshares Ultrashort Qqq | — | EXIT | 全売却 |
| 46 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 47 | EA | Electronic Arts INC | — | EXIT | 全売却 |
| 48 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 49 | ALK | Alaska Air Group INC | — | NEW | 新規購入 |
| 50 | BIIB | Biogen INC | — | NEW | 新規購入 |