CIK: 0001352449
申告総資産額
$3.3億
| # | 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 | ✓ | Costco Wholesale Corporation | 株式-その他 | 18.43% | -2.63% | +0.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 16.00% | -0.97% | -0.48% | |
| 3 | AAPL | Apple INC | 株式-IT | 11.58% | +0.41% | -4.99% | |
| 4 | ✓ | Visa Inc. | 株式-その他 | 8.87% | +0.37% | +0.63% | |
| 5 | AXP | American Express Co | 株式-金融 | 3.02% | +0.09% | +1.47% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.01% | +0.09% | +2.13% | |
| 7 | FWONKUSD | Liberty Media Corp-liberty-c | 株式-その他 | 2.93% | -0.05% | +5.57% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 2.87% | +0.09% | +1.36% | |
| 9 | ✓ | Mastercard Incorporated | 株式-その他 | 2.71% | -0.17% | — | |
| 10 | ✓ | Alphabet Inc. | 株式-その他 | 2.42% | +0.41% | +2.76% | |
| 11 | PKG | Packaging CORP Of America | 株式-一般消費財 | 2.38% | +0.06% | +2.63% | |
| 12 | ✓ | On Hldg AG | 株式-その他 | 2.38% | -0.18% | +8.43% | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.22% | +0.10% | -0.33% | |
| 14 | ✓ | Alphabet Inc. | 株式-その他 | 2.12% | +0.34% | +3.08% | |
| 15 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.82% | — | +11.24% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.74% | -0.01% | -0.17% | |
| 17 | ✓ | Agilent Technologies, Inc. | 株式-その他 | 1.67% | +0.02% | -1.07% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.43% | -0.08% | +14.37% | |
| 19 | BATRKUSD | Liberty Media Corp-braves C | 株式-その他 | 1.36% | +0.24% | +1.26% | |
| 20 | OSK | Oshkosh CORP | 株式-資本財 | 0.82% | — | — | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.71% | -0.13% | +18.75% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.66% | -0.11% | +16.17% | |
| 23 | MU | Micron Technology INC | 株式-IT | 0.63% | +2.83% | +1.54% | |
| 24 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.55% | — | +4.52% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | +0.09% | — | |
| 26 | LHX | L3harris Technologies INC | 株式-資本財 | 0.46% | -0.14% | -2.63% | |
| 27 | GHC | Graham Holdings Co-class B | 株式-資本財 | 0.42% | — | +54.51% | |
| 28 | UHAL-B | U-haul Holding Co-non Voting | 株式-その他 | 0.40% | +0.02% | — | |
| 29 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.39% | -0.12% | — | |
| 30 | ✓ | D.R. Horton, Inc. | 株式-その他 | 0.37% | +0.03% | +2.70% | |
| 31 | ✓ | Spectrum Brands Holdings Inc | 株式-その他 | 0.37% | — | +0.74% | |
| 32 | TER | Teradyne INC | 株式-IT | 0.34% | +0.23% | — | |
| 33 | EFX | Equifax INC | 株式-資本財 | 0.30% | -0.04% | — | |
| 34 | RHHBY | Roche Holdings Ltd-spons Adr | 株式-その他 | 0.30% | — | +2.28% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.29% | +0.01% | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | — | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | -0.04% | — | |
| 38 | ✓ | Howard Hughes CORP | 株式-その他 | 0.26% | — | -2.98% | |
| 39 | ✓ | AbbVie Inc. | 株式-その他 | 0.25% | +0.01% | +0.78% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.25% | — | -1.95% | |
| 41 | MRNA | Moderna INC | 株式-ヘルスケア | 0.22% | — | -7.02% | |
| 42 | MGRC | Mcgrath Rentcorp | 株式-その他 | 0.21% | — | — | |
| 43 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.18% | — | — | |
| 44 | ✓ | Diageo plc | 株式-その他 | 0.17% | — | -1.44% | |
| 45 | KEX | Kirby CORP | 株式-資本財 | 0.17% | — | — | |
| 46 | UHAL | U-haul Holding Co | 株式-その他 | 0.15% | — | — | |
| 47 | ✓ | Alcon INC F | 株式-その他 | 0.14% | — | +11.42% | |
| 48 | MKL | Markel Group INC | 株式-金融 | 0.14% | — | — | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.13% | — | — | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.13% | -0.04% | — |