CIK: 0002041805
申告総資産額
$3.5億
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 5.61% | -0.36% | +23.49% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 5.47% | -0.62% | +20.27% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.30% | -0.34% | +18.45% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.29% | -0.69% | +23.74% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.09% | -0.22% | +21.97% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.75% | — | +20.78% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.91% | +0.09% | +12.24% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 3.76% | — | +23.27% | |
| 9 | TTEK | Tetra Tech INC | 株式-資本財 | 3.75% | -0.15% | +26.57% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.43% | -0.27% | +24.04% | |
| 11 | BLKCHF | Blackrock INC | 株式-その他 | 3.34% | — | +23.88% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 3.31% | -0.60% | +3.41% | |
| 13 | PGR | Progressive CORP | 株式-金融 | 3.13% | -0.08% | +12.40% | |
| 14 | ARES | Ares Management CORP - A | 株式-金融 | 2.97% | -1.12% | +22.96% | |
| 15 | ACN | Accenture plc | 株式-IT | 2.77% | -0.22% | +16.28% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.50% | +0.64% | +9.58% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.46% | +0.40% | +39.91% | |
| 18 | ECL | Ecolab INC | 株式-素材 | 2.35% | +0.25% | +30.36% | |
| 19 | AZO | Autozone INC | 株式-一般消費財 | 2.31% | +0.18% | +24.73% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.15% | -0.11% | +21.85% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.10% | +0.37% | +8.27% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.09% | -0.10% | +23.25% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.94% | -0.88% | +21.19% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.78% | +0.29% | +9.39% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.77% | -0.07% | +28.61% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.77% | +0.30% | +32.34% | |
| 27 | ROP | Roper Technologies INC | 株式-IT | 1.75% | -0.41% | +20.17% | |
| 28 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.67% | -0.74% | EXIT | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 1.63% | -0.25% | +18.93% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 1.43% | — | +34.63% | |
| 31 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.33% | +0.99% | — | |
| 32 | BX | Blackstone INC | 株式-金融 | 1.24% | -0.89% | EXIT | |
| 33 | AAPL | Apple INC | 株式-IT | 1.13% | +0.27% | +8.75% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.07% | +13.27% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.54% | — | — | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | +0.35% | +0.91% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.43% | — | — | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.08% | +38.71% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | +0.29% | +80.00% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.24% | — | — | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.23% | — | — | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | -0.10% | +5.75% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.21% | +0.20% | — | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.15% | — | — | |
| 46 | AIG | American International Group | 株式-金融 | 0.14% | — | — | |
| 47 | DCI | Donaldson Co INC | 株式-資本財 | 0.13% | — | — | |
| 48 | INTU | Intuit INC | 株式-IT | 0.12% | — | — |