CIK: 0001129919
申告総資産額
$27.2億
上位200銘柄を表示中（全1474銘柄）
| # | 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 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 5.80% | — | -2.42% | |
| 2 | AMGN | Amgen INC | 株式-ヘルスケア | 3.94% | +0.03% | -0.94% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.65% | -0.04% | +6.70% | |
| 4 | BIIB | Biogen INC | 株式-ヘルスケア | 3.20% | — | -0.74% | |
| 5 | CELG | Celgene CORP | 株式-その他 | 3.10% | — | -2.00% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.57% | -0.37% | -4.69% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | -0.06% | |
| 8 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 1.36% | — | +8.80% | |
| 9 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.33% | — | +1.27% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -1.04% | -4.94% | |
| 11 | ILMN | Illumina INC | 株式-ヘルスケア | 1.04% | — | +0.65% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.02% | — | +1.32% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | -0.28% | +0.58% | |
| 14 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.01% | -0.02% | -0.45% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.44% | +0.61% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.46% | +2.22% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | -0.20% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.78% | — | -45.93% | |
| 19 | ✓ | Google INC Class C | 株式-その他 | 0.72% | — | +2.13% | |
| 20 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.68% | — | +2.08% | |
| 21 | GOOG | Alphabet A | 株式-通信サービス | 0.68% | — | +1.94% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 0.61% | — | +42.86% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.03% | +40.07% | |
| 24 | ✓ | 株式-その他 | 0.59% | — | — | ||
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.58% | -0.04% | -3.79% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | +1.18% | |
| 27 | INCY | Incyte CORP | 株式-ヘルスケア | 0.52% | — | +3.47% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.32% | -0.12% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | -0.03% | -3.86% | |
| 30 | ✓ | 株式-その他 | 0.49% | — | — | ||
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | -0.05% | +3.90% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | — | +44.01% | |
| 33 | EBAY | Ebay INC | 株式-一般消費財 | 0.40% | — | +4.94% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.14% | +0.84% | |
| 35 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.40% | — | +3.85% | |
| 36 | SLB | Slb LTD | 株式-エネルギー | 0.40% | — | +2.96% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | -7.42% | |
| 38 | C | Citigroup INC | 株式-金融 | 0.39% | — | +44.48% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.36% | — | +7.12% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.36% | -0.21% | -4.38% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.36% | — | +4.59% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | +2.28% | |
| 43 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.35% | — | -2.40% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.34% | — | +94.59% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.34% | — | +5.76% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | -0.02% | +18.78% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | -8.92% | |
| 48 | ALKS | Alkermes plc | 株式-ヘルスケア | 0.30% | — | -0.38% | |
| 49 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.29% | — | -5.10% | |
| 50 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.29% | — | +16.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GILD | Gilead Sciences INC | +1.1% | -2.42% | 減少 |
| 2 | ABBV | Abbvie INC | +0.9% | +6.70% | 増加 |
| 3 | REGN | Regeneron Pharmaceuticals | +0.2% | +1.27% | 増加 |
| 4 | ALXN | Alexion Pharmaceuticals INC | +0.2% | +8.80% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | +40.07% | 増加 |
| 6 | WFC | Wells Fargo & Co | +0.2% | +42.86% | 増加 |
| 7 | ILMN | Illumina INC | +0.2% | +0.65% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.2% | +0.58% | 増加 |
| 9 | BAC | Bank Of America CORP | +0.2% | +44.01% | 増加 |
| 10 | C | Citigroup INC | +0.2% | +44.48% | 増加 |
| 11 | BMRN | Biomarin Pharmaceutical INC | +0.1% | +2.08% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +2.22% | 増加 |
| 13 | NFLX | Netflix INC | +0.1% | -4.46% | 減少 |
| 14 | INCY | Incyte CORP | +0.1% | +3.47% | 増加 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +0.84% | 増加 |
| 16 | AAPL | Apple INC | +0.1% | -4.69% | 減少 |
| 17 | AMGN | Amgen INC | +0.1% | -0.94% | 減少 |
| 18 | BIIB | Biogen INC | 0% | -0.74% | 減少 |
| 19 | QCOM | Qualcomm INC | 0% | -4.38% | 減少 |
| 20 | WMT | Walmart INC | 0% | -6.63% | 減少 |
| 21 | DUK | Duke Energy CORP | 0% | -18.38% | 減少 |
| 22 | ✓ | 0% | -45.83% | 減少 | |
| 23 | HON | Honeywell International INC | -0.1% | -42.95% | 減少 |
| 24 | KO | Coca-cola Co/the | -0.1% | -22.10% | 減少 |
| 25 | SPG | Simon Property Group INC | -0.1% | -20.82% | 減少 |
| 26 | ADI | Analog Devices INC | -0.1% | -45.55% | 減少 |
| 27 | UTXZ | United Tech CORP | -0.1% | -40.92% | 減少 |
| 28 | PG | Procter & Gamble Co/the | -0.1% | -22.03% | 減少 |
| 29 | AVGO | Broadcom Inc. | -0.1% | -45.97% | 減少 |
| 30 | UNP | Union Pacific CORP | -0.1% | -42.94% | 減少 |
| 31 | PBYI | Puma Biotechnology INC | -0.1% | -5.96% | 減少 |
| 32 | SWKS | Skyworks Solutions INC | -0.1% | -58.68% | 減少 |
| 33 | O | Realty Income CORP | -0.1% | -67.59% | 減少 |
| 34 | MMM | 3m Co | -0.1% | -40.43% | 減少 |
| 35 | BA | Boeing Co/the | -0.1% | -41.12% | 減少 |
| 36 | AVGO | Broadcom Inc. | -0.1% | -46.15% | 減少 |
| 37 | AMAT | Applied Materials INC | -0.1% | -46.05% | 減少 |
| 38 | QRVO | Qorvo INC | -0.1% | -78.72% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.1% | -42.77% | 減少 |
| 40 | MU | Micron Technology INC | -0.2% | -45.98% | 減少 |
| 41 | TXN | Texas Instruments INC | -0.3% | -46.52% | 減少 |
| 42 | INTC | Intel CORP | -0.6% | -45.93% | 減少 |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | ✓ | Pharmacyclics INC | — | EXIT | 全売却 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | ✓ | Salix Pharmaceuticals INC | — | EXIT | 全売却 |
| 48 | MNST | Monster Beverage Corporation | — | EXIT | 全売却 |
| 49 | MNST | Monster Beverage CORP | — | NEW | 新規購入 |
| 50 | JBHT | Hunt (jb) Transprt Svcs INC | — | EXIT | 全売却 |