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 | AAPL | Apple INC | 株式-IT | 7.17% | +0.39% | -1.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.72% | — | +1.70% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.77% | -0.13% | -0.00% | |
| 4 | VMI | Valmont Industries | 株式-資本財 | 4.67% | +1.29% | +448.70% | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.95% | -0.26% | -1.86% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.63% | — | -0.19% | |
| 7 | ACN | Accenture plc | 株式-IT | 3.51% | -0.84% | +3.40% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.49% | +0.60% | +2.52% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 3.04% | -0.37% | +6.94% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.97% | — | -3.20% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.92% | +0.12% | -3.45% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | +0.12% | -6.50% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.52% | -0.25% | +1.59% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.49% | +0.12% | +0.80% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.41% | — | +8.48% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 2.39% | — | -2.21% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | +0.19% | +5.45% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.21% | -0.18% | +5.86% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 2.20% | -0.23% | +1.46% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 2.18% | -0.05% | -1.68% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 2.10% | -1.58% | EXIT | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | -0.06% | +5.61% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.79% | — | +18.23% | |
| 24 | INTC | Intel CORP | 株式-IT | 1.79% | +0.12% | -5.14% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.70% | -0.23% | +307.52% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.70% | +1.04% | -7.73% | |
| 27 | USB | US Bancorp | 株式-金融 | 1.57% | — | -12.52% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | -0.24% | -5.26% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.42% | -0.06% | +24.59% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | — | +43.91% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | -0.60% | -0.76% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 1.20% | — | -11.62% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.19% | — | +4.65% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.14% | -0.15% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | +0.23% | -14.35% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.99% | — | +50.07% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | -0.58% | -11.00% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.85% | — | -11.58% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.61% | +0.03% | — | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.55% | — | — | |
| 42 | SGENUSD | Seagen INC | 株式-その他 | 0.42% | — | — | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.41% | -0.16% | — | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | -0.10% | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -1.38% | |
| 46 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.25% | — | — | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | +3.46% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.24% | — | — | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.22% | — | — | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.21% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VMI | Valmont Industries | +4% | +448.70% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.7% | -0.19% | 減少 |
| 3 | BA | Boeing Co/the | +0.4% | +50.07% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.2% | -3.45% | 減少 |
| 5 | CMCSA | Comcast Corp-class A | +0.2% | +18.23% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.2% | +43.91% | 増加 |
| 7 | BLKCHF | Blackrock INC | +0.2% | -2.21% | 減少 |
| 8 | HON | Honeywell International INC | +0.1% | -2.59% | 減少 |
| 9 | ACN | Accenture plc | +0.1% | +3.40% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | 0% | -0.15% | 減少 |
| 11 | ABBV | Abbvie INC | 0% | +3.46% | 増加 |
| 12 | SBUX | Starbucks CORP | 0% | — | 変化なし |
| 13 | CVX | Chevron CORP | 0% | -0.76% | 減少 |
| 14 | LMT | Lockheed Martin CORP | 0% | +24.59% | 増加 |
| 15 | WFC | Wells Fargo & Co | 0% | -11.62% | 減少 |
| 16 | USB | US Bancorp | -0.1% | -12.52% | 減少 |
| 17 | UNH | Unitedhealth Group INC | -0.1% | +2.52% | 増加 |
| 18 | NEE | Nextera Energy INC | -0.1% | +307.52% | 増加 |
| 19 | TJX | Tjx Companies INC | -0.1% | -11.58% | 減少 |
| 20 | PEP | Pepsico INC | -0.1% | +6.94% | 増加 |
| 21 | META | Meta Platforms Inc-class A | -0.1% | +4.65% | 増加 |
| 22 | XOM | Exxon Mobil CORP | -0.1% | -11.00% | 減少 |
| 23 | JNJ | Johnson & Johnson | -0.1% | +5.61% | 増加 |
| 24 | GOOG | Alphabet Inc-cl C | -0.1% | -6.50% | 減少 |
| 25 | ORCL | Oracle CORP | -0.2% | +1.46% | 増加 |
| 26 | V | Visa Inc-class A Shares | -0.2% | +0.80% | 増加 |
| 27 | AMZN | Amazon.com INC | -0.2% | +5.45% | 増加 |
| 28 | PG | Procter & Gamble Co/the | -0.2% | +8.48% | 増加 |
| 29 | CSCO | Cisco Systems INC | -0.2% | -7.73% | 減少 |
| 30 | AMGN | Amgen INC | -0.2% | — | 変化なし |
| 31 | NKE | Nike INC -cl B | -0.2% | -1.86% | 減少 |
| 32 | AAPL | Apple INC | -0.3% | -1.55% | 減少 |
| 33 | ITW | Illinois Tool Works | -0.3% | -1.68% | 減少 |
| 34 | LOW | Lowe's Cos INC | -0.3% | +5.86% | 増加 |
| 35 | ABT | Abbott Laboratories | -0.4% | +1.59% | 増加 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | -0.00% | 減少 |
| 37 | MCD | Mcdonald's CORP | -0.4% | -5.26% | 減少 |
| 38 | INTC | Intel CORP | -0.5% | -5.14% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.6% | +1.70% | 増加 |
| 40 | BDX | Becton Dickinson And Co | -1.1% | -86.64% | 減少 |
| 41 | ITOT | Ishares Core S&p Total U.s. | — | NEW | 新規購入 |
| 42 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 43 | SGENEUR | Seagen INC | — | EXIT | 全売却 |
| 44 | SGENUSD | Seagen INC | — | NEW | 新規購入 |
| 45 | RAVN | Raven Industries INC | — | NEW | 新規購入 |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | 新規購入 |
| 47 | PM | Philip Morris International | — | NEW | 新規購入 |
| 48 | CCI | Crown Castle INC | — | EXIT | 全売却 |
| 49 | MDY | State Street Spdr S&p Midcap | — | NEW | 新規購入 |
| 50 | TT | Trane Technologies plc | — | NEW | 新規購入 |