CIK: 0000826154
申告総資産額
$6.7億
上位200銘柄を表示中（全224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 | MSFT | Microsoft CORP | 株式-IT | 2.97% | — | +3.59% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 2.39% | — | +1.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.16% | -0.03% | +1.88% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 2.00% | — | +2.98% | |
| 5 | CRM | Salesforce INC | 株式-IT | 1.93% | — | +2.24% | |
| 6 | PNC | Pnc Financial Services Group | 株式-金融 | 1.89% | — | -40.88% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | +6.86% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.78% | — | -70.53% | |
| 9 | ADBE | Adobe INC | 株式-IT | 1.78% | — | +2.49% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.76% | — | +8.60% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.73% | — | -3.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | +0.08% | +2.85% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.71% | -0.10% | +8.37% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.71% | -0.05% | +3.71% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.70% | +0.07% | +5.37% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.67% | — | +2.91% | |
| 17 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.65% | — | +1.75% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.62% | — | +1.93% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.60% | — | +1.74% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 1.57% | — | +1.80% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.53% | — | +6.51% | |
| 22 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.51% | — | +0.64% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | — | +2.60% | |
| 24 | VLO | Valero Energy CORP | 株式-エネルギー | 1.47% | — | -6.74% | |
| 25 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.45% | — | +3.84% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | — | +3.44% | |
| 27 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.36% | — | -8.97% | |
| 28 | ALL | Allstate CORP | 株式-金融 | 1.36% | — | +3.25% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.34% | — | +1.16% | |
| 30 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.34% | — | +6.90% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 1.33% | — | +4.18% | |
| 32 | SYY | Sysco CORP | 株式-生活必需品 | 1.30% | — | +5.76% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | — | +6.71% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | -0.07% | +9.60% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | — | +2.73% | |
| 36 | ETN | Eaton Corporation plc | 株式-資本財 | 1.25% | — | +1.18% | |
| 37 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.20% | — | +5.71% | |
| 38 | CMI | Cummins INC | 株式-資本財 | 1.19% | — | +4.07% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 1.15% | — | +6.11% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 1.12% | — | — | |
| 41 | PAYX | Paychex INC | 株式-IT | 1.11% | — | — | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 1.07% | — | +4.80% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | +363.88% | |
| 44 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.02% | — | +872.54% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.98% | — | — | |
| 46 | T | At&t INC | 株式-通信サービス | 0.97% | — | +2.37% | |
| 47 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.97% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.95% | — | -1.86% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.94% | — | -15.96% | |
| 50 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.94% | — | +3.83% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GPC | Genuine Parts Co | +0.9% | +872.54% | 増加 |
| 2 | BRO | Brown & Brown INC | +0.9% | +2637.44% | 増加 |
| 3 | CMCSA | Comcast Corp-class A | +0.9% | +7886.07% | 増加 |
| 4 | MCD | Mcdonald's CORP | +0.8% | +363.88% | 増加 |
| 5 | AEP | American Electric Power | +0.8% | +1778.11% | 増加 |
| 6 | NFLX | Netflix INC | +0.6% | +151.54% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.3% | +3.59% | 増加 |
| 8 | ACN | Accenture plc | +0.3% | +3.71% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | +8.37% | 増加 |
| 10 | AAPL | Apple INC | +0.3% | +1.88% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +1.49% | 増加 |
| 12 | ZBH | Zimmer Biomet Holdings INC | +0.3% | +6.90% | 増加 |
| 13 | ADBE | Adobe INC | +0.2% | +2.49% | 増加 |
| 14 | CSX | Csx CORP | +0.2% | +1.80% | 増加 |
| 15 | ABT | Abbott Laboratories | +0.2% | +8.60% | 増加 |
| 16 | TJX | Tjx Companies INC | +0.2% | +1.93% | 増加 |
| 17 | CRM | Salesforce INC | +0.2% | +2.24% | 増加 |
| 18 | ECL | Ecolab INC | +0.2% | +6.11% | 増加 |
| 19 | CVX | Chevron CORP | +0.2% | +9.60% | 増加 |
| 20 | AXP | American Express Co | +0.2% | +2.91% | 増加 |
| 21 | UNP | Union Pacific CORP | +0.1% | -3.56% | 減少 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +6.86% | 増加 |
| 23 | PEP | Pepsico INC | +0.1% | +2.98% | 増加 |
| 24 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -55.80% | 減少 |
| 25 | WHR | Whirlpool CORP | -0.4% | -88.35% | 減少 |
| 26 | LKQ | Lkq CORP | -0.4% | -82.02% | 減少 |
| 27 | PII | Polaris INC | -0.5% | -89.69% | 減少 |
| 28 | AMAT | Applied Materials INC | -0.6% | -88.74% | 減少 |
| 29 | DD | DuPont de Nemours, Inc. | -0.8% | -42.90% | 減少 |
| 30 | D | Dominion Energy INC | -0.8% | -76.01% | 減少 |
| 31 | PRU | Prudential Financial INC | -0.9% | -82.52% | 減少 |
| 32 | HIG | Hartford Insurance Group INC | -0.9% | -86.78% | 減少 |
| 33 | SWKS | Skyworks Solutions INC | -0.9% | -80.72% | 減少 |
| 34 | COR | Cencora INC | -1% | -85.49% | 減少 |
| 35 | HON | Honeywell International INC | -1% | -76.42% | 減少 |
| 36 | MMM | 3m Co | -1% | -72.86% | 減少 |
| 37 | ORCL | Oracle CORP | -1% | -75.24% | 減少 |
| 38 | MCHP | Microchip Technology INC | -1.1% | -83.60% | 減少 |
| 39 | PNC | Pnc Financial Services Group | -1.4% | -40.88% | 減少 |
| 40 | IWB | Ishares Russell 1000 ETF | -3.9% | -70.53% | 減少 |
| 41 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 42 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 43 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 44 | ✓ | Laboratory CORP Amer Hldgs | — | NEW | 新規購入 |
| 45 | CTXSEUR | Citrix Systems INC | — | NEW | 新規購入 |
| 46 | WM | Waste Management INC | — | NEW | 新規購入 |
| 47 | CME | Cme Group INC | — | NEW | 新規購入 |
| 48 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 49 | PSA | Public Storage | — | EXIT | 全売却 |
| 50 | LOW | Lowe's Cos INC | — | NEW | 新規購入 |