CIK: 0000943442
申告総資産額
$8.2億
| # | 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 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 4.79% | +0.93% | +2.19% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | -0.28% | -1.31% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.11% | -0.15% | -3.00% | |
| 4 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 3.73% | -0.25% | +13.69% | |
| 5 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.42% | -0.79% | +0.04% | |
| 6 | OBT | Orange County Bancorp INC | 株式-その他 | 3.32% | +0.34% | +0.63% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.78% | -0.02% | +2.08% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.34% | +0.99% | -0.61% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.30% | — | +32.24% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.12% | -0.02% | +6.33% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.02% | +0.13% | +7.99% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.01% | +14.24% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | +0.10% | -5.52% | |
| 14 | AMD | Advanced Micro Devices | 株式-IT | 1.65% | +0.62% | +16.89% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.62% | -0.46% | +10.46% | |
| 16 | KLAC | Kla CORP | 株式-IT | 1.47% | +1.25% | +42.28% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.40% | -0.01% | +32.91% | |
| 18 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.33% | — | +30.53% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | -12.26% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.32% | — | +1.31% | |
| 21 | URI | United Rentals INC | 株式-資本財 | 1.32% | +0.23% | +16.95% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | +0.02% | +33.98% | |
| 23 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.26% | -0.59% | EXIT | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.22% | — | +11.16% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | +0.10% | +12.57% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.17% | -0.78% | +15.52% | |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.16% | — | -32.19% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | +0.01% | -1.22% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 1.12% | — | +18.72% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | — | +4.59% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.11% | — | -3.40% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 1.10% | -0.17% | -0.87% | |
| 33 | GTLS | Chart Industries INC | 株式-資本財 | 1.09% | — | +40.37% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.99% | +0.03% | +0.43% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.99% | -0.20% | +16.82% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | -0.14% | +3.11% | |
| 37 | MS | Morgan Stanley | 株式-金融 | 0.96% | +0.08% | +32.17% | |
| 38 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.94% | — | +36.41% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.92% | — | +32.27% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | +0.24% | +24.25% | |
| 41 | NUE | Nucor CORP | 株式-素材 | 0.88% | — | +28.84% | |
| 42 | AZO | Autozone INC | 株式-一般消費財 | 0.87% | — | +42.39% | |
| 43 | FLR | Fluor CORP | 株式-資本財 | 0.87% | — | +39.95% | |
| 44 | BKR | Baker Hughes Co | 株式-エネルギー | 0.86% | -0.13% | +78.55% | |
| 45 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.84% | — | +12.43% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.84% | — | +71.40% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.83% | — | -2.88% | |
| 48 | GWW | Ww Grainger INC | 株式-資本財 | 0.82% | +0.07% | +41.99% | |
| 49 | PLD | Prologis INC | 株式-不動産 | 0.80% | -0.47% | EXIT | |
| 50 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.80% | — | +57.57% |