CIK: 0001313978
申告総資産額
$2.9億
| # | 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 | SBAC | Sba Communications CORP | 株式-不動産 | 60.05% | -0.99% | — | |
| 2 | CVS | Cvs Health CORP | 株式-ヘルスケア | 4.30% | -0.04% | -7.02% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.55% | -0.82% | +1736.76% | |
| 4 | C | Citigroup INC | 株式-金融 | 2.72% | — | — | |
| 5 | QVCAUSD | Qurate Retail Inc-series A | 株式-その他 | 2.70% | — | +47.88% | |
| 6 | MTG | Mgic Investment CORP | 株式-金融 | 2.61% | -0.06% | — | |
| 7 | RRC | Range Resources CORP | 株式-エネルギー | 2.44% | +0.92% | — | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.19% | -0.16% | +10.47% | |
| 9 | 0VVB | Paramount Global-class B | 株式-その他 | 2.17% | — | — | |
| 10 | EXPE | Expedia Group INC | 株式-一般消費財 | 2.12% | -0.39% | +90.00% | |
| 11 | COP | Conocophillips | 株式-エネルギー | 2.09% | — | — | |
| 12 | IDCC | Interdigital INC | 株式-IT | 2.08% | -1.15% | -11.54% | |
| 13 | RTX | Rtx CORP | 株式-資本財 | 1.92% | — | — | |
| 14 | WDC | Western Digital CORP | 株式-IT | 1.79% | -0.50% | — | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 1.76% | -0.36% | -20.00% | |
| 16 | DISH | Dish Network Corp-a | 株式-その他 | 1.64% | — | +12.99% | |
| 17 | PBI | Pitney Bowes INC | 株式-その他 | 1.43% | +2.45% | +5.85% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.28% | — | — | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.23% | — | — | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 0.19% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | — | |
| 25 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.07% | — | — | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.03% | — | +20.00% | |
| 27 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.01% | — | — |