CIK: 0001729867
申告総資産額
$1.6億
| # | 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 | AZO | Autozone INC | 株式-一般消費財 | 9.69% | +0.56% | -7.11% | |
| 2 | CPRT | Copart INC | 株式-資本財 | 6.89% | +0.36% | +2.21% | |
| 3 | BOC | Boston Omaha Corp-cl A | 株式-その他 | 6.69% | +0.45% | +0.21% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.20% | +0.38% | -1.53% | |
| 5 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.95% | +0.16% | — | |
| 6 | WAT | Waters CORP | 株式-ヘルスケア | 3.77% | +0.53% | +0.21% | |
| 7 | ACN | Accenture plc | 株式-IT | 3.73% | -0.14% | +0.48% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.47% | -0.46% | +0.86% | |
| 9 | ROST | Ross Stores INC | 株式-一般消費財 | 3.46% | +1.12% | +25.56% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 3.42% | -0.21% | — | |
| 11 | TFX | Teleflex INC | 株式-ヘルスケア | 3.41% | +0.41% | +0.39% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.04% | +0.18% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.71% | -0.37% | +0.38% | |
| 14 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.59% | +0.59% | +47.76% | |
| 15 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.25% | +0.08% | — | |
| 16 | VMI | Valmont Industries | 株式-資本財 | 1.73% | -0.14% | — | |
| 17 | AAPL | Apple INC | 株式-IT | 1.68% | -0.24% | — | |
| 18 | LM05 | Liberty Media Corp-liberty-a | 株式-その他 | 1.60% | -0.10% | — | |
| 19 | MG | Mistras Group INC | 株式-その他 | 1.58% | +0.03% | +0.56% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.41% | -0.05% | — | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.36% | +0.28% | +1.25% | |
| 22 | USB | US Bancorp | 株式-金融 | 1.31% | +0.01% | — | |
| 23 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.24% | -0.05% | +0.37% | |
| 24 | DFH | Dream Finders Homes INC - A | 株式-その他 | 1.23% | -0.33% | — | |
| 25 | ENOV | Enovis Corporation | 株式-その他 | 1.16% | — | — | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.05% | — | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.08% | — | +15.34% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | +0.02% | — | |
| 29 | MKL | Markel Group INC | 株式-金融 | 1.02% | +0.10% | — | |
| 30 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.95% | +0.04% | +0.09% | |
| 31 | EMBC | Embecta CORP | 株式-ヘルスケア | 0.93% | -1.07% | EXIT | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | -0.05% | — | |
| 33 | ENOV | Enovis CORP | 株式-その他 | 0.82% | +0.04% | — | |
| 34 | KMX | Carmax INC | 株式-一般消費財 | 0.72% | -0.08% | — | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.66% | — | — | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.60% | +0.01% | +5.17% | |
| 37 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.49% | -0.17% | +2.48% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | +0.02% | — | |
| 39 | AXP | American Express Co | 株式-金融 | 0.47% | — | — | |
| 40 | ALL | Allstate CORP | 株式-金融 | 0.43% | — | — | |
| 41 | ESAB | Esab CORP | 株式-資本財 | 0.43% | +0.10% | — | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | -0.01% | — | |
| 43 | MCO | Moody's CORP | 株式-金融 | 0.38% | +0.02% | — | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | +0.03% | — | |
| 45 | DOX | Amdocs Limited | 株式-IT | 0.36% | +0.02% | — | |
| 46 | AAP | Advance Auto Parts INC | 株式-一般消費財 | 0.34% | — | — | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.33% | — | — | |
| 48 | COF | Capital One Financial CORP | 株式-金融 | 0.32% | — | — | |
| 49 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.31% | +0.10% | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | +0.01% | — |