CIK: 0000826154
申告総資産額
$6.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.08% | — | -0.89% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.46% | -0.03% | +3.38% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 3.03% | — | -0.83% | |
| 4 | ADBE | Adobe INC | 株式-IT | 3.02% | — | -1.76% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.28% | — | -2.19% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.26% | +0.07% | -2.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +0.08% | -1.38% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.15% | — | -2.02% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.05% | — | -1.19% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 2.03% | — | +0.19% | |
| 11 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.92% | — | -0.66% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.83% | — | -2.76% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.77% | — | -20.07% | |
| 14 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.75% | — | -1.65% | |
| 15 | CDNS | Cadence Design Sys INC | 株式-IT | 1.73% | — | — | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.67% | — | -4.22% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.66% | — | -2.17% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.63% | — | -2.12% | |
| 19 | IACIEUR | Iac/interactivecorp | 株式-その他 | 1.59% | — | -1.19% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 1.59% | — | -0.47% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | -4.07% | |
| 22 | ALL | Allstate CORP | 株式-金融 | 1.51% | — | -1.63% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.49% | — | -1.47% | |
| 24 | BRO | Brown & Brown INC | 株式-金融 | 1.49% | — | -2.24% | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 1.47% | — | -1.49% | |
| 26 | ECL | Ecolab INC | 株式-素材 | 1.44% | — | -1.05% | |
| 27 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.43% | — | — | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | — | -1.18% | |
| 29 | CMI | Cummins INC | 株式-資本財 | 1.41% | — | -0.36% | |
| 30 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.40% | — | -1.47% | |
| 31 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 1.36% | — | +4.14% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.35% | — | -3.44% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.01% | +3.46% | |
| 34 | INTC | Intel CORP | 株式-IT | 1.35% | — | +0.40% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.33% | — | — | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 1.30% | — | -2.02% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 1.29% | — | -1.76% | |
| 38 | AKAM | Akamai Technologies INC | 株式-IT | 1.25% | — | -2.40% | |
| 39 | PAYX | Paychex INC | 株式-IT | 1.25% | — | -1.80% | |
| 40 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.22% | — | +0.13% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.22% | — | -2.68% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | -0.10% | -1.61% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | -0.09% | +5.44% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 1.13% | — | -2.12% | |
| 45 | T | At&t INC | 株式-通信サービス | 1.13% | — | +0.19% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.11% | — | +0.35% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.06% | — | -5.43% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 1.06% | — | -1.19% | |
| 49 | TTC | Toro Co | 株式-資本財 | 1.05% | — | -1.70% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 1.04% | -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 | MSFT | Microsoft CORP | +1.6% | -0.89% | 減少 |
| 2 | AAPL | Apple INC | +1.4% | +3.38% | 増加 |
| 3 | ADBE | Adobe INC | +1.1% | -1.76% | 減少 |
| 4 | IACIEUR | Iac/interactivecorp | +0.8% | -1.19% | 減少 |
| 5 | V | Visa Inc-class A Shares | +0.8% | -0.83% | 減少 |
| 6 | CDNS | Cadence Design Sys INC | +0.7% | — | 変化なし |
| 7 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.38% | 減少 |
| 8 | UNP | Union Pacific CORP | +0.6% | +0.19% | 増加 |
| 9 | UNH | Unitedhealth Group INC | +0.6% | -2.22% | 減少 |
| 10 | AMZN | Amazon.com INC | +0.5% | +3.46% | 増加 |
| 11 | CHD | Church & Dwight Co INC | +0.5% | -0.66% | 減少 |
| 12 | LAMR | Lamar Advertising Co-a | +0.5% | +4.14% | 増加 |
| 13 | ABT | Abbott Laboratories | +0.5% | -1.19% | 減少 |
| 14 | IWB | Ishares Russell 1000 ETF | +0.5% | -2.76% | 減少 |
| 15 | CMI | Cummins INC | +0.4% | -0.36% | 減少 |
| 16 | ECL | Ecolab INC | +0.4% | -1.05% | 減少 |
| 17 | CSX | Csx CORP | +0.4% | -0.47% | 減少 |
| 18 | MA | Mastercard INC - A | +0.4% | -2.12% | 減少 |
| 19 | PEP | Pepsico INC | +0.4% | -2.19% | 減少 |
| 20 | ZBH | Zimmer Biomet Holdings INC | +0.4% | -1.47% | 減少 |
| 21 | TRV | Travelers Cos Inc/the | +0.3% | — | 変化なし |
| 22 | AMT | American Tower CORP | +0.3% | -2.02% | 減少 |
| 23 | DIS | Walt Disney Co/the | +0.3% | -1.18% | 減少 |
| 24 | PAYX | Paychex INC | +0.3% | -1.80% | 減少 |
| 25 | HD | Home Depot INC | +0.3% | -20.07% | 減少 |
| 26 | GPC | Genuine Parts Co | +0.3% | -2.07% | 減少 |
| 27 | CVX | Chevron CORP | +0.3% | — | 変化なし |
| 28 | BRO | Brown & Brown INC | +0.3% | -2.24% | 減少 |
| 29 | AXP | American Express Co | +0.3% | -1.47% | 減少 |
| 30 | AKAM | Akamai Technologies INC | +0.3% | -2.40% | 減少 |
| 31 | SYY | Sysco CORP | +0.3% | -2.12% | 減少 |
| 32 | XOM | Exxon Mobil CORP | +0.3% | -1.61% | 減少 |
| 33 | INTC | Intel CORP | +0.3% | +0.40% | 増加 |
| 34 | AMGN | Amgen INC | +0.3% | -1.19% | 減少 |
| 35 | CMCSA | Comcast Corp-class A | +0.3% | +0.35% | 増加 |
| 36 | WM | Waste Management INC | +0.2% | -1.51% | 減少 |
| 37 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +23.45% | 増加 |
| 38 | IFF | Intl Flavors & Fragrances | +0.2% | -2.18% | 減少 |
| 39 | PSX | Phillips 66 | +0.2% | +0.10% | 増加 |
| 40 | SHSP | Sharpspring INC | +0.2% | +56.24% | 増加 |
| 41 | CTXSEUR | Citrix Systems INC | -0.7% | -55.84% | 減少 |
| 42 | ✓ | Beistle Company | — | EXIT | 全売却 |
| 43 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 44 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 45 | RGA | Reinsurance Group Of America | — | EXIT | 全売却 |
| 46 | NKE | Nike INC -cl B | — | EXIT | 全売却 |
| 47 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 48 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 49 | VBR | Vanguard Small-cap Value ETF | — | EXIT | 全売却 |
| 50 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |