CIK: 0001092290
申告総資産額
$17.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 3.89% | — | +1.53% | |
| 2 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 3.17% | — | -1.32% | |
| 3 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.85% | — | -0.25% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.64% | -0.04% | -1.49% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 2.58% | — | -0.90% | |
| 6 | ✓ | 株式-その他 | 2.39% | — | +0.76% | ||
| 7 | ✓ | Sirona Dental Systems INC | 株式-その他 | 2.37% | — | +1.26% | |
| 8 | PH | Parker Hannifin CORP | 株式-資本財 | 2.36% | — | +1.03% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 2.35% | — | -1.39% | |
| 10 | AON | Aon plc | 株式-金融 | 2.32% | — | +17.36% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.31% | — | -1.25% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.25% | — | -1.21% | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.20% | — | +0.45% | |
| 14 | COF | Capital One Financial CORP | 株式-金融 | 2.17% | — | +6.12% | |
| 15 | WWW | Wolverine World Wide INC | 株式-その他 | 2.15% | — | +6.24% | |
| 16 | GOOG | Alphabet A | 株式-通信サービス | 2.12% | — | +47.59% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 2.12% | — | +3.05% | |
| 18 | EMR | Emerson Electric Co | 株式-資本財 | 2.12% | — | +7.18% | |
| 19 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.99% | — | +20.13% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.97% | — | -20.10% | |
| 21 | ✓ | Panera Bread Co | 株式-その他 | 1.81% | — | +12.93% | |
| 22 | EBAY | Ebay INC | 株式-一般消費財 | 1.78% | — | -0.24% | |
| 23 | PXGBX | Praxair INC | 株式-その他 | 1.71% | — | +1.02% | |
| 24 | ✓ | 株式-その他 | 1.67% | — | -0.06% | ||
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 1.66% | — | -3.47% | |
| 26 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.64% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | -0.08% | -7.28% | |
| 28 | NEOG | Neogen CORP | 株式-ヘルスケア | 1.53% | — | -9.19% | |
| 29 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 1.48% | — | — | |
| 30 | ✓ | 株式-その他 | 1.46% | — | -1.86% | ||
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | -0.08% | EXIT | |
| 32 | HUN | Huntsman CORP | 株式-素材 | 1.34% | — | +0.67% | |
| 33 | INTC | Intel CORP | 株式-IT | 1.33% | — | -1.12% | |
| 34 | SRCLEUR | Stericycle INC | 株式-その他 | 1.29% | — | -5.71% | |
| 35 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 1.20% | — | +1.13% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.17% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 1.12% | — | +1.26% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | -0.04% | +41.70% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.94% | — | +8.44% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.93% | — | +0.92% | |
| 41 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 0.90% | — | +286.40% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.25% | +7.20% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.89% | — | -0.08% | |
| 44 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.80% | — | -27.75% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | -0.09% | +1.87% | |
| 46 | KEL | Kellanova | 株式-その他 | 0.77% | — | -2.87% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.76% | — | -17.47% | |
| 48 | GPX | Gp Strategies CORP | 株式-その他 | 0.76% | — | -0.35% | |
| 49 | ITT | ITT Inc. | 株式-資本財 | 0.69% | — | -24.43% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +10.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet A | +0.8% | +47.59% | 増加 |
| 2 | PRGO | Perrigo Company plc | +0.7% | +286.40% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | +1.53% | 増加 |
| 4 | CTSH | Cognizant Tech Solutions-a | +0.5% | -1.32% | 減少 |
| 5 | AON | Aon plc | +0.4% | +17.36% | 増加 |
| 6 | WWW | Wolverine World Wide INC | +0.4% | +6.24% | 増加 |
| 7 | JECUSD | Jacobs Engineering Group INC | +0.4% | +20.13% | 増加 |
| 8 | ✓ | +0.4% | +0.76% | 増加 | |
| 9 | BA | Boeing Co/the | +0.4% | -0.90% | 減少 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +41.70% | 増加 |
| 11 | VAREUR | Varian Medical Systems INC | +0.3% | -0.25% | 減少 |
| 12 | BMY | Bristol-myers Squibb Co | +0.2% | +0.45% | 増加 |
| 13 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +0.92% | 増加 |
| 14 | COST | Costco Wholesale CORP | +0.2% | -1.21% | 減少 |
| 15 | PXGBX | Praxair INC | -0.1% | +1.02% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.49% | 減少 |
| 17 | PM | Philip Morris International | -0.1% | -8.82% | 減少 |
| 18 | ✓ | -0.1% | -0.06% | 減少 | |
| 19 | GNTX | Gentex CORP | -0.1% | -45.75% | 減少 |
| 20 | MSFT | Microsoft CORP | -0.1% | +1.26% | 増加 |
| 21 | CVX | Chevron CORP | -0.1% | -38.13% | 減少 |
| 22 | COP | Conocophillips | -0.1% | +3.05% | 増加 |
| 23 | EEM | Ishares Msci Emerging Market | -0.1% | -17.47% | 減少 |
| 24 | KO | Coca-cola Co/the | -0.1% | -44.97% | 減少 |
| 25 | PH | Parker Hannifin CORP | -0.1% | +1.03% | 増加 |
| 26 | QCOM | Qualcomm INC | -0.2% | -1.39% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.2% | -7.28% | 減少 |
| 28 | EFG | Ishares Msci Eafe Growth ETF | -0.2% | -40.56% | 減少 |
| 29 | PG | Procter & Gamble Co/the | -0.2% | -33.87% | 減少 |
| 30 | INTC | Intel CORP | -0.2% | -1.12% | 減少 |
| 31 | ITT | ITT Inc. | -0.2% | -24.43% | 減少 |
| 32 | NEOG | Neogen CORP | -0.2% | -9.19% | 減少 |
| 33 | IWB | Ishares Russell 1000 ETF | -0.2% | -52.70% | 減少 |
| 34 | ✓ | -0.3% | -1.86% | 減少 | |
| 35 | ISRG | Intuitive Surgical INC | -0.3% | -27.75% | 減少 |
| 36 | NOVEUR | National Oilwell Varco INC | -0.3% | +1.13% | 増加 |
| 37 | SLB | Slb LTD | -0.4% | -40.86% | 減少 |
| 38 | PEP | Pepsico INC | -0.4% | -20.10% | 減少 |
| 39 | ✓ | Google INC Class C | -0.5% | -65.61% | 減少 |
| 40 | BKNG | Booking Hldgs INC | — | NEW | 新規購入 |
| 41 | KDP | Keurig Dr Pepper Inc. | — | NEW | 新規購入 |
| 42 | ✓ | Linkedin CORP | — | EXIT | 全売却 |
| 43 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 44 | ✓ | Riverbed Technology INC | — | EXIT | 全売却 |
| 45 | XYL | Xylem INC | — | EXIT | 全売却 |
| 46 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | 新規購入 |
| 47 | SYTUSD | Syngenta Ag-adr | — | EXIT | 全売却 |
| 48 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 49 | CHRW | C.h. Robinson Worldwide INC | — | EXIT | 全売却 |
| 50 | ✓ | Medtronic INC | — | EXIT | 全売却 |