CIK: 0000862469
申告総資産額
$32.5億
上位200銘柄を表示中（全609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 | AAPL | Apple INC | 株式-IT | 3.48% | -0.18% | +5.44% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -1.04% | +6.27% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | +0.32% | +6.07% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.15% | +6.19% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.40% | — | +6.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | -0.03% | +9.60% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.33% | -0.05% | +6.38% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.07% | +5.96% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.21% | +14.83% | |
| 10 | T | At&t INC | 株式-通信サービス | 1.10% | — | +26.03% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.19% | +6.95% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | +6.90% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | +6.93% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.13% | — | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.11% | — | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | +0.06% | +6.25% | |
| 17 | SPG | Simon Property Group INC | 株式-不動産 | 0.94% | — | +1.16% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 0.90% | -0.04% | +6.26% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | +6.17% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | +6.28% | |
| 21 | C | Citigroup INC | 株式-金融 | 0.83% | — | +6.45% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +4.88% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | +0.16% | +6.49% | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.80% | — | +5.02% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.79% | — | +6.63% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | +5.97% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +6.06% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.09% | +6.05% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +6.06% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | -0.06% | +6.18% | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +6.60% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.67% | — | -11.20% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.10% | +5.87% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.07% | +6.35% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +6.72% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | +6.29% | |
| 37 | ✓ | 株式-その他 | 0.59% | — | +7.02% | ||
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +6.60% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | +0.10% | +6.29% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | +6.77% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.53% | — | +6.44% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.52% | — | +6.20% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +6.32% | |
| 44 | PSA | Public Storage | 株式-不動産 | 0.51% | — | +2.30% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.50% | — | +6.26% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.48% | -0.05% | +5.16% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.48% | — | +6.01% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.07% | +5.62% | |
| 49 | CELG | Celgene CORP | 株式-その他 | 0.47% | — | +5.32% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | — | +5.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.2% | +6.95% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.2% | +14.83% | 増加 |
| 3 | T | At&t INC | +0.2% | +26.03% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.1% | +6.27% | 増加 |
| 5 | MO | Altria Group INC | +0.1% | +6.29% | 増加 |
| 6 | NKE | Nike INC -cl B | +0.1% | +5.95% | 増加 |
| 7 | PSA | Public Storage | +0.1% | +2.30% | 増加 |
| 8 | KO | Coca-cola Co/the | +0.1% | +6.28% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | +4.88% | 増加 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +9.60% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +6.05% | 増加 |
| 12 | SPG | Simon Property Group INC | +0.1% | +1.16% | 増加 |
| 13 | UTXZ | United Tech CORP | -0.1% | +6.53% | 増加 |
| 14 | MRK | Merck & Co. INC. | -0.1% | +5.97% | 増加 |
| 15 | COP | Conocophillips | -0.1% | +6.61% | 増加 |
| 16 | TWXCHF | Time Warner INC | -0.1% | +5.69% | 増加 |
| 17 | WMB | Williams Cos INC | -0.1% | +6.61% | 増加 |
| 18 | XOM | Exxon Mobil CORP | -0.1% | +6.07% | 増加 |
| 19 | ABBV | Abbvie INC | -0.1% | +6.32% | 増加 |
| 20 | SLB | Slb LTD | -0.1% | +6.01% | 増加 |
| 21 | KMI | Kinder Morgan INC | -0.1% | +8.33% | 増加 |
| 22 | GILD | Gilead Sciences INC | -0.1% | +5.02% | 増加 |
| 23 | BAX | Baxter International INC | -0.1% | +6.97% | 増加 |
| 24 | CMCSA | Comcast Corp-class A | -0.1% | -11.20% | 減少 |
| 25 | CVX | Chevron CORP | -0.1% | +6.49% | 増加 |
| 26 | BIIB | Biogen INC | -0.1% | +6.86% | 増加 |
| 27 | XXI | Twenty One Capital, Inc. | -0.1% | -28.76% | 減少 |
| 28 | EBAY | Ebay INC | -0.2% | +6.78% | 増加 |
| 29 | AAPL | Apple INC | -0.2% | +5.44% | 増加 |
| 30 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 32 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 33 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 34 | WELL | Welltower INC | — | NEW | 新規購入 |
| 35 | WELL | Welltower Inc. | — | EXIT | 全売却 |
| 36 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 37 | ✓ | Directv | — | EXIT | 全売却 |
| 38 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 39 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 40 | CMCSA | Comcast Corporation | — | NEW | 新規購入 |
| 41 | UAL | United Airlines Holdings INC | — | NEW | 新規購入 |
| 42 | ✓ | — | NEW | 新規購入 | |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | AAP | Advance Auto Parts INC | — | NEW | 新規購入 |
| 47 | WRKUSD | Westrock Co | — | NEW | 新規購入 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | PDM | Piedmont Realty Trust, Inc. | — | EXIT | 全売却 |
| 50 | XXI | Twenty One Capital, Inc. | — | NEW | 新規購入 |