CIK: 0001006435
申告総資産額
$4.4億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.34% | -0.13% | +0.50% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.87% | — | +0.23% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 4.36% | +0.60% | +5.82% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.23% | +0.39% | +3.91% | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.95% | -0.26% | +0.58% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.44% | — | +1.38% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 3.21% | -0.37% | +0.27% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.00% | +0.12% | +2.65% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.99% | +1.04% | +11.88% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.75% | -0.60% | +8.96% | |
| 11 | ACN | Accenture plc | 株式-IT | 2.66% | -0.84% | -0.28% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.63% | +0.12% | +9.75% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.60% | -0.25% | +1.19% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 2.59% | — | +1.19% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | +0.12% | +3.44% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.57% | -0.06% | +0.69% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.57% | -0.24% | +1.85% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.32% | — | +0.95% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.26% | -0.58% | -0.39% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | +0.12% | +3.01% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 2.20% | -0.23% | +3.82% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.16% | — | +1.12% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 2.13% | — | +3.26% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.12% | -0.18% | -3.35% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 1.96% | -0.05% | +2.29% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.80% | -1.58% | EXIT | |
| 27 | VMI | Valmont Industries | 株式-資本財 | 1.73% | +1.29% | -6.53% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 1.64% | — | -3.35% | |
| 29 | USB | US Bancorp | 株式-金融 | 1.61% | — | -6.23% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 1.51% | -0.23% | +4.08% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 1.49% | — | -0.19% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 1.33% | — | +1.65% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | +0.14% | -1.39% | |
| 34 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.03% | — | +5.29% | |
| 35 | T | At&t INC | 株式-通信サービス | 1.03% | -0.32% | -9.05% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | +7.05% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | -0.06% | EXIT | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.89% | — | +10.99% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.77% | — | -31.29% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | +4.38% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | — | +123.16% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.66% | +0.23% | +8.89% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -0.54% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.34% | — | — | |
| 46 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.34% | — | -34.03% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.34% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | -0.10% | — | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.31% | — | — | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.29% | -0.16% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +0.5% | +9.75% | 増加 |
| 2 | PG | Procter & Gamble Co/the | +0.4% | +0.95% | 増加 |
| 3 | MCD | Mcdonald's CORP | +0.4% | +1.85% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +0.50% | 増加 |
| 5 | NEE | Nextera Energy INC | +0.3% | +4.08% | 増加 |
| 6 | CVX | Chevron CORP | +0.2% | +8.96% | 増加 |
| 7 | KO | Coca-cola Co/the | +0.2% | +10.99% | 増加 |
| 8 | DIS | Walt Disney Co/the | +0.2% | +1.38% | 増加 |
| 9 | DHR | Danaher CORP | +0.2% | +1.19% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.69% | 増加 |
| 11 | AMGN | Amgen INC | +0.1% | +1.65% | 増加 |
| 12 | ITW | Illinois Tool Works | 0% | +2.29% | 増加 |
| 13 | ORCL | Oracle CORP | 0% | +3.82% | 増加 |
| 14 | BDX | Becton Dickinson And Co | 0% | +5.29% | 増加 |
| 15 | V | Visa Inc-class A Shares | — | +3.01% | 増加 |
| 16 | TJX | Tjx Companies INC | 0% | +123.16% | 増加 |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +3.44% | 増加 |
| 18 | CVS | Cvs Health CORP | 0% | -4.84% | 減少 |
| 19 | ADBE | Adobe INC | 0% | — | 変化なし |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | — | 変化なし |
| 21 | MDY | State Street Spdr S&p Midcap | 0% | +4.38% | 増加 |
| 22 | LMT | Lockheed Martin CORP | 0% | — | 変化なし |
| 23 | HON | Honeywell International INC | -0.1% | +10.99% | 増加 |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | +2.65% | 増加 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | +7.05% | 増加 |
| 26 | IJR | Ishares Core S&p Small-cap E | -0.1% | — | 変化なし |
| 27 | TGT | Target CORP | -0.1% | -22.87% | 減少 |
| 28 | MSFT | Microsoft CORP | -0.1% | +0.23% | 増加 |
| 29 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.39% | 減少 |
| 30 | SGENEUR | Seagen INC | -0.1% | — | 変化なし |
| 31 | NKE | Nike INC -cl B | -0.1% | +0.58% | 増加 |
| 32 | BLKCHF | Blackrock INC | -0.1% | +3.26% | 増加 |
| 33 | WFC | Wells Fargo & Co | -0.1% | -3.35% | 減少 |
| 34 | T | At&t INC | -0.2% | -9.05% | 減少 |
| 35 | USB | US Bancorp | -0.2% | -6.23% | 減少 |
| 36 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -34.03% | 減少 |
| 37 | ACN | Accenture plc | -0.3% | -0.28% | 減少 |
| 38 | UTXZ | United Tech CORP | -0.3% | -0.19% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -0.3% | -0.39% | 減少 |
| 40 | LOW | Lowe's Cos INC | -0.4% | -3.35% | 減少 |
| 41 | VMI | Valmont Industries | -0.4% | -6.53% | 減少 |
| 42 | SLB | Slb LTD | -0.9% | -31.29% | 減少 |
| 43 | AAPL | Apple INC | -1% | +3.91% | 増加 |
| 44 | HD | Home Depot INC | — | NEW | 新規購入 |
| 45 | EMR | Emerson Electric Co | — | NEW | 新規購入 |
| 46 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 47 | RAVN | Raven Industries INC | — | NEW | 新規購入 |
| 48 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | — | EXIT | 全売却 |
| 50 | IBM | Intl Business Machines CORP | — | EXIT | 全売却 |