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 | WM | Waste Management INC | 株式-資本財 | 5.52% | -0.13% | +5.99% | |
| 2 | TRV | Travelers Cos Inc/the | 株式-金融 | 5.46% | +0.30% | +5.59% | |
| 3 | RJF | Raymond James Financial INC | 株式-金融 | 5.40% | -0.65% | +5.90% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.90% | -0.59% | +5.83% | |
| 5 | PAYX | Paychex INC | 株式-IT | 4.88% | -4.40% | EXIT | |
| 6 | CTAS | Cintas CORP | 株式-資本財 | 4.86% | -0.55% | +6.56% | |
| 7 | FISV | Fiserv INC | 株式-その他 | 4.83% | — | +6.47% | |
| 8 | BR | Broadridge Financial Solutio | 株式-IT | 4.60% | -2.88% | EXIT | |
| 9 | AVY | Avery Dennison CORP | 株式-一般消費財 | 4.32% | — | +6.94% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 4.23% | +0.23% | +7.14% | |
| 11 | FTV | Fortive CORP | 株式-IT | 4.16% | — | +8.46% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 4.11% | -0.82% | -0.02% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 4.06% | +0.46% | +8.03% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 3.97% | -0.63% | +7.82% | |
| 15 | VMC | Vulcan Materials Co | 株式-素材 | 3.94% | +0.55% | +8.42% | |
| 16 | FTNT | Fortinet INC | 株式-IT | 3.89% | -0.23% | +7.16% | |
| 17 | RVTY | Revvity INC | 株式-ヘルスケア | 3.86% | — | +7.50% | |
| 18 | A | Agilent Technologies INC | 株式-ヘルスケア | 3.80% | — | +8.03% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 3.53% | -1.56% | +7.53% | |
| 20 | SKAA | Skechers USA Inc-cl A | 株式-その他 | 3.39% | — | -0.05% | |
| 21 | ADBE | Adobe INC | 株式-IT | 3.06% | -1.64% | +7.56% | |
| 22 | AMAT | Applied Materials INC | 株式-IT | 2.86% | +0.97% | +10.35% | |
| 23 | APTV | Aptiv PLC | 株式-一般消費財 | 2.76% | — | +10.15% | |
| 24 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 2.52% | — | +11.70% | |
| 25 | SRCLEUR | Stericycle INC | 株式-その他 | 0.34% | — | — | |
| 26 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.30% | — | — | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.25% | — | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.20% | — | — |