CIK: 0001767735
申告総資産額
$2.0億
| # | 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 | COF | Capital One Financial CORP | 株式-金融 | 5.43% | -1.56% | +0.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | +0.23% | +0.44% | |
| 3 | RVTY | Revvity INC | 株式-ヘルスケア | 4.71% | — | -1.09% | |
| 4 | WM | Waste Management INC | 株式-資本財 | 4.57% | -0.13% | +1.64% | |
| 5 | PAYX | Paychex INC | 株式-IT | 4.53% | -4.40% | EXIT | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 4.41% | -0.82% | +0.37% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 4.41% | -0.63% | +0.37% | |
| 8 | ADBE | Adobe INC | 株式-IT | 4.31% | -1.64% | +0.66% | |
| 9 | A | Agilent Technologies INC | 株式-ヘルスケア | 4.23% | — | -0.33% | |
| 10 | AAPL | Apple INC | 株式-IT | 4.21% | -0.59% | +2.62% | |
| 11 | TRV | Travelers Cos Inc/the | 株式-金融 | 4.17% | +0.30% | +4.45% | |
| 12 | RJF | Raymond James Financial INC | 株式-金融 | 4.08% | -0.65% | +56.05% | |
| 13 | APTV | Aptiv PLC | 株式-一般消費財 | 4.05% | — | +3.14% | |
| 14 | BR | Broadridge Financial Solutio | 株式-IT | 4.03% | -2.88% | EXIT | |
| 15 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 3.97% | — | +3.13% | |
| 16 | CTAS | Cintas CORP | 株式-資本財 | 3.88% | -0.55% | +11.27% | |
| 17 | AVY | Avery Dennison CORP | 株式-一般消費財 | 3.88% | — | +2.96% | |
| 18 | FISV | Fiserv INC | 株式-その他 | 3.64% | — | +6.92% | |
| 19 | GPN | Global Payments INC | 株式-資本財 | 3.56% | — | +45.28% | |
| 20 | VMC | Vulcan Materials Co | 株式-素材 | 3.56% | +0.55% | +4.22% | |
| 21 | FTV | Fortive CORP | 株式-IT | 3.46% | — | +5.09% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 3.39% | +0.46% | +4.56% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.26% | — | +6.71% | |
| 24 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 3.04% | — | +0.88% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 1.88% | +0.97% | — | |
| 26 | SRCLEUR | Stericycle INC | 株式-その他 | 0.31% | — | — | |
| 27 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.18% | — | — | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | — | — |