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 | 7.53% | +0.39% | -1.80% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.32% | — | -0.44% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.92% | -0.13% | -1.99% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.71% | +0.23% | +2.80% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.42% | +0.12% | +2.91% | |
| 6 | VMI | Valmont Industries | 株式-資本財 | 4.29% | +1.29% | -0.10% | |
| 7 | ACN | Accenture plc | 株式-IT | 3.61% | -0.84% | -0.29% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 3.50% | -0.23% | -5.22% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.43% | +0.60% | -0.51% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.16% | +0.19% | +1.66% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.95% | +0.12% | -0.74% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.57% | +0.12% | -2.23% | |
| 13 | BLK | Blackrock INC | 株式-金融 | 2.52% | — | — | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.22% | -0.37% | -3.01% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.13% | — | -1.66% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.09% | +0.44% | +17.21% | |
| 17 | CRM | Salesforce INC | 株式-IT | 2.08% | -0.23% | +3.25% | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 1.98% | -0.05% | +8.38% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.94% | -0.60% | -7.20% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.88% | — | -0.93% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.83% | -0.18% | -8.05% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.73% | +1.04% | -0.61% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.69% | -0.25% | +0.36% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.66% | — | -1.99% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.65% | -1.58% | EXIT | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | -0.58% | +3.70% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.50% | -0.16% | +13.03% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | -0.06% | -0.34% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 1.47% | -0.23% | -0.56% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 1.40% | +0.24% | +146.41% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.35% | — | -9.56% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.34% | -0.26% | +0.57% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | -0.24% | +14.27% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 1.24% | +0.07% | -0.16% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.14% | — | -5.36% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | +0.14% | -0.69% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | -0.10% | +45.17% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | +24.71% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.38% | +0.03% | — | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | -6.99% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.30% | — | -5.38% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | +0.02% | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.26% | — | +0.82% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | -0.06% | +1.25% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.21% | — | +5.33% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +16.07% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.19% | — | — | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.19% | — | — | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.19% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.19% | — | +14.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock INC | +2.5% | NEW | 新規購入 |
| 2 | NVDA | Nvidia CORP | +0.9% | +146.41% | 増加 |
| 3 | GOOG | Alphabet Inc-cl C | +0.6% | +2.91% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.5% | +1.66% | 増加 |
| 5 | CRM | Salesforce INC | +0.4% | +3.25% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | -0.74% | 減少 |
| 7 | AAPL | Apple INC | +0.3% | -1.80% | 減少 |
| 8 | V | Visa Inc-class A Shares | +0.3% | -2.23% | 減少 |
| 9 | WMT | Walmart INC | +0.2% | +45.17% | 増加 |
| 10 | VMI | Valmont Industries | +0.2% | -0.10% | 減少 |
| 11 | DIS | Walt Disney Co/the | +0.2% | -1.99% | 減少 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +2.80% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | -0.61% | 減少 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +24.71% | 増加 |
| 15 | HON | Honeywell International INC | +0.1% | -1.65% | 減少 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.69% | 減少 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +14.27% | 増加 |
| 18 | WMB | Williams Cos INC | +0.1% | NEW | 新規購入 |
| 19 | SYK | Stryker CORP | +0.1% | NEW | 新規購入 |
| 20 | ITW | Illinois Tool Works | +0.1% | +8.38% | 増加 |
| 21 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新規購入 |
| 22 | T | At&t INC | +0.1% | NEW | 新規購入 |
| 23 | AVGO | Broadcom INC | +0.1% | +21.60% | 増加 |
| 24 | BA | Boeing Co/the | 0% | +20.51% | 増加 |
| 25 | LLY | Eli Lilly & Co | 0% | +17.21% | 増加 |
| 26 | WFC | Wells Fargo & Co | 0% | — | 変化なし |
| 27 | AXP | American Express Co | 0% | — | 変化なし |
| 28 | KO | Coca-cola Co/the | 0% | +5.33% | 増加 |
| 29 | LMT | Lockheed Martin CORP | -0.1% | +1.25% | 増加 |
| 30 | ADBE | Adobe INC | -0.1% | +13.03% | 増加 |
| 31 | RTX | Rtx CORP | -0.1% | -0.16% | 減少 |
| 32 | ACN | Accenture plc | -0.1% | -0.29% | 減少 |
| 33 | KEL | Kellanova | -0.1% | EXIT | 全売却 |
| 34 | AMGN | Amgen INC | -0.1% | -6.99% | 減少 |
| 35 | XOM | Exxon Mobil CORP | -0.1% | +3.70% | 増加 |
| 36 | TJX | Tjx Companies INC | -0.1% | -9.56% | 減少 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -1.66% | 減少 |
| 38 | JNJ | Johnson & Johnson | -0.2% | -0.34% | 減少 |
| 39 | CVX | Chevron CORP | -0.2% | -7.20% | 減少 |
| 40 | CMCSA | Comcast Corp-class A | -0.2% | -5.36% | 減少 |
| 41 | NKE | Nike INC -cl B | -0.3% | +0.57% | 増加 |
| 42 | NEE | Nextera Energy INC | -0.3% | -0.56% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.44% | 減少 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -1.99% | 減少 |
| 45 | ORCL | Oracle CORP | -0.3% | -5.22% | 減少 |
| 46 | PEP | Pepsico INC | -0.4% | -3.01% | 減少 |
| 47 | LOW | Lowe's Cos INC | -0.4% | -8.05% | 減少 |
| 48 | DHR | Danaher CORP | -0.5% | -0.93% | 減少 |
| 49 | UNH | Unitedhealth Group INC | -0.6% | -0.51% | 減少 |
| 50 | BLKCHF | Blackrock INC | -2.3% | EXIT | 全売却 |