CIK: 0000826154
申告総資産額
$6.7億
上位200銘柄を表示中（全274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 | PNC | Pnc Financial Services Group | 株式-金融 | 3.30% | — | -3.60% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.03% | -0.10% | -1.93% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.02% | — | -0.34% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 1.98% | — | -0.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.96% | — | -13.41% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.88% | -0.03% | -31.32% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.88% | — | -12.21% | |
| 8 | SWKS | Skyworks Solutions INC | 株式-IT | 1.82% | — | -7.51% | |
| 9 | VLO | Valero Energy CORP | 株式-エネルギー | 1.65% | — | -3.43% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.63% | — | -47.84% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | — | -11.58% | |
| 12 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.59% | — | -3.47% | |
| 13 | PRU | Prudential Financial INC | 株式-金融 | 1.52% | — | -4.91% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.50% | -0.14% | EXIT | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.50% | +0.07% | -0.58% | |
| 16 | MCHP | Microchip Technology INC | 株式-IT | 1.48% | — | -0.89% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.47% | — | -9.48% | |
| 18 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.45% | — | -7.26% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 1.43% | — | -1.53% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.43% | — | -12.93% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | — | -10.99% | |
| 22 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.41% | — | -4.35% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.41% | — | -5.21% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.41% | -0.05% | -3.17% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | +0.08% | -12.92% | |
| 26 | COR | Cencora INC | 株式-ヘルスケア | 1.37% | — | -3.59% | |
| 27 | ✓ | 株式-その他 | 1.34% | — | -8.46% | ||
| 28 | AXP | American Express Co | 株式-金融 | 1.30% | — | -7.14% | |
| 29 | ALL | Allstate CORP | 株式-金融 | 1.28% | — | -5.88% | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 1.27% | — | -2.23% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 1.26% | — | -5.74% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 1.25% | — | -35.27% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.23% | — | +0.15% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.20% | — | -0.32% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.20% | — | — | |
| 36 | CMI | Cummins INC | 株式-資本財 | 1.19% | — | -1.44% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.18% | — | +1.03% | |
| 38 | HIG | Hartford Insurance Group INC | 株式-金融 | 1.18% | — | -3.94% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | -3.26% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 1.14% | — | -3.57% | |
| 41 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.12% | — | -2.46% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | — | -13.05% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 1.11% | — | +0.23% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | -4.75% | |
| 45 | UL | Unilever PLC | 株式-生活必需品 | 1.08% | — | -24.68% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 1.04% | -0.07% | -22.88% | |
| 47 | LKQ | Lkq CORP | 株式-一般消費財 | 1.04% | — | — | |
| 48 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.03% | — | -1.80% | |
| 49 | D | Dominion Energy INC | 株式-公益事業 | 1.02% | — | -1.40% | |
| 50 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.02% | — | -0.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SYY | Sysco CORP | +1% | +3493.56% | 増加 |
| 2 | OXY | Occidental Petroleum CORP | +0.7% | +2827.25% | 増加 |
| 3 | UNH | Unitedhealth Group INC | +0.3% | -0.58% | 減少 |
| 4 | ✓ | +0.2% | -8.46% | 減少 | |
| 5 | CTSH | Cognizant Tech Solutions-a | +0.2% | -4.35% | 減少 |
| 6 | WHR | Whirlpool CORP | +0.2% | +0.53% | 増加 |
| 7 | SHSP | Sharpspring INC | +0.1% | +119.48% | 増加 |
| 8 | PII | Polaris INC | +0.1% | +0.05% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -1.93% | 減少 |
| 10 | MMM | 3m Co | 0% | -12.93% | 減少 |
| 11 | JNJ | Johnson & Johnson | 0% | -11.58% | 減少 |
| 12 | HON | Honeywell International INC | 0% | -11.98% | 減少 |
| 13 | V | Visa Inc-class A Shares | 0% | -12.21% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | 0% | -10.99% | 減少 |
| 15 | GS | Goldman Sachs Group INC | 0% | -3.57% | 減少 |
| 16 | GIS | General Mills INC | — | -2.23% | 減少 |
| 17 | VZ | Verizon Communications INC | — | +1.03% | 増加 |
| 18 | DIS | Walt Disney Co/the | 0% | -3.26% | 減少 |
| 19 | TJX | Tjx Companies INC | 0% | +0.15% | 増加 |
| 20 | WSM | Williams-sonoma INC | 0% | -0.22% | 減少 |
| 21 | MSFT | Microsoft CORP | 0% | -13.41% | 減少 |
| 22 | SWKS | Skyworks Solutions INC | 0% | -7.51% | 減少 |
| 23 | SBUX | Starbucks CORP | 0% | -11.98% | 減少 |
| 24 | ADM | Archer-daniels-midland Co | -0.1% | -1.80% | 減少 |
| 25 | NDAQ | Nasdaq INC | -0.1% | -23.95% | 減少 |
| 26 | VHT | Vanguard Health Care ETF | -0.1% | -33.75% | 減少 |
| 27 | BMY | Bristol-myers Squibb Co | -0.1% | -66.67% | 減少 |
| 28 | UTXZ | United Tech CORP | -0.1% | -41.45% | 減少 |
| 29 | CSL | Carlisle Cos INC | -0.1% | -23.18% | 減少 |
| 30 | PFE | Pfizer INC | -0.1% | -71.76% | 減少 |
| 31 | MO | Altria Group INC | -0.1% | -38.23% | 減少 |
| 32 | KHC | Kraft Heinz Co/the | -0.1% | -85.78% | 減少 |
| 33 | UL | Unilever PLC | -0.1% | -24.68% | 減少 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -96.43% | 減少 |
| 35 | MIDD | Middleby CORP | -0.2% | -51.53% | 減少 |
| 36 | PPL | Ppl CORP | -0.2% | -49.66% | 減少 |
| 37 | CVX | Chevron CORP | -0.2% | -22.88% | 減少 |
| 38 | CSX | Csx CORP | -0.3% | -35.27% | 減少 |
| 39 | T | At&t INC | -0.5% | -34.73% | 減少 |
| 40 | AAPL | Apple INC | -0.6% | -31.32% | 減少 |
| 41 | SLB | Slb LTD | -0.8% | -96.46% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.9% | -78.19% | 減少 |
| 43 | MKC | Mccormick & Co-non Vtg Shrs | -1% | -83.32% | 減少 |
| 44 | VBR | Vanguard Small-cap Value ETF | -1.3% | -47.84% | 減少 |
| 45 | ✓ | Beistle Company | — | EXIT | 全売却 |
| 46 | LKQ | Lkq CORP | — | NEW | 新規購入 |
| 47 | SJM | Jm Smucker Co/the | — | NEW | 新規購入 |
| 48 | ODFL | Old Dominion Freight Line | — | EXIT | 全売却 |
| 49 | WEN | Wendy's Co/the | — | EXIT | 全売却 |
| 50 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |