CIK: 0000943442
申告総資産額
$8.2億
上位200銘柄を表示中（全219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 | OBT | Orange County Bancorp INC | 株式-その他 | 4.30% | +0.34% | +0.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.05% | -0.28% | +0.04% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.39% | — | -10.94% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.04% | — | -4.21% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.97% | +0.93% | -2.81% | |
| 6 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 2.96% | -0.79% | -1.68% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.80% | -0.02% | -1.31% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.42% | — | -5.11% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.20% | -0.25% | +23.97% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.20% | — | -1.08% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.12% | — | -6.01% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.90% | — | -2.13% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.85% | — | +0.67% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.02% | -1.22% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.64% | +0.99% | +2.86% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.64% | +0.13% | +1.91% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | -0.46% | -0.08% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 1.36% | -0.17% | -2.63% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | -0.14% | +0.71% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.32% | -0.15% | +3.00% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.28% | — | +21.47% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.28% | -0.78% | +0.98% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.18% | +0.01% | +1.11% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.13% | — | -0.04% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | -2.50% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.09% | — | +1.09% | |
| 27 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.07% | — | +5.33% | |
| 28 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.06% | — | +1.98% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | +0.10% | +3.64% | |
| 30 | CSX | Csx CORP | 株式-資本財 | 1.03% | — | +1.31% | |
| 31 | DG | Dollar General CORP | 株式-生活必需品 | 0.94% | — | +4.71% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | -0.01% | +0.65% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.88% | +0.03% | +1.24% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 0.88% | — | +3.63% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | +0.02% | +1.57% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | +0.24% | +8.51% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.73% | — | -5.02% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -1.65% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | — | -0.02% | |
| 40 | AMD | Advanced Micro Devices | 株式-IT | 0.70% | +0.62% | +4.17% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.69% | +0.07% | +0.55% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.67% | +0.08% | +3.88% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.66% | — | -2.04% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.65% | — | +0.01% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | -0.13% | -21.82% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.62% | +0.01% | +1.97% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | — | +3.57% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.57% | — | -7.37% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.57% | -0.47% | EXIT | |
| 50 | CIEN | Ciena CORP | 株式-IT | 0.55% | +0.01% | +5.26% |