CIK: 0001340614
申告総資産額
$1.0億
| # | 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 | AGCO | Agco CORP | 株式-資本財 | 10.15% | — | +5.83% | |
| 2 | DE | Deere & Co | 株式-資本財 | 8.14% | — | +5.51% | |
| 3 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 6.03% | — | +5.76% | |
| 4 | CTVA | Corteva INC | 株式-素材 | 5.75% | — | +5.85% | |
| 5 | BG | Bunge Global SA | 株式-生活必需品 | 5.11% | — | +32.33% | |
| 6 | TWI | Titan International INC | 株式-その他 | 4.04% | — | — | |
| 7 | SEB | Seaboard CORP | 株式-その他 | 4.04% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.58% | — | — | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.27% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.26% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | — | — | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 2.20% | — | — | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 2.06% | — | — | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.02% | — | — | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | — | — | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.95% | — | — | |
| 17 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.83% | — | — | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.81% | — | — | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.80% | — | — | |
| 20 | GPRE | Green Plains INC | 株式-その他 | 1.75% | — | — | |
| 21 | RAVN | Raven Industries INC | 株式-その他 | 1.60% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.52% | — | +84.21% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.49% | — | — | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.43% | — | — | |
| 25 | CME | Cme Group INC | 株式-金融 | 1.41% | — | — | |
| 26 | TRP | Tc Energy CORP | 株式-エネルギー | 1.34% | — | — | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.32% | — | — | |
| 28 | MS | Morgan Stanley | 株式-金融 | 1.26% | — | — | |
| 29 | NTES | Netease Inc-adr | 株式-通信サービス | 1.26% | — | -50.00% | |
| 30 | FLWS | 1-800-flowers.com Inc-cl A | 株式-その他 | 1.25% | — | — | |
| 31 | XYZ | Block INC | 株式-金融 | 1.20% | — | -31.58% | |
| 32 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 1.13% | — | — | |
| 33 | BLDR | Builders Firstsource INC | 株式-資本財 | 1.13% | — | — | |
| 34 | AMD | Advanced Micro Devices | 株式-IT | 1.02% | — | — | |
| 35 | ETSY | Etsy INC | 株式-一般消費財 | 0.98% | — | — | |
| 36 | ENB | Enbridge INC | 株式-エネルギー | 0.95% | — | — | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.86% | — | — | |
| 38 | NET | Cloudflare INC - Class A | 株式-IT | 0.86% | — | -25.00% | |
| 39 | CNXC | Concentrix CORP | 株式-IT | 0.85% | — | — | |
| 40 | T | At&t INC | 株式-通信サービス | 0.74% | — | — | |
| 41 | CROX | Crocs INC | 株式-一般消費財 | 0.65% | — | — | |
| 42 | SNX | TD Synnex CORP | 株式-IT | 0.65% | — | — | |
| 43 | OKE | Oneok INC | 株式-エネルギー | 0.62% | — | — | |
| 44 | EXK | Exact Sciences CORP | 株式-素材 | 0.53% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGCO | Agco CORP | +2.2% | +5.83% | 増加 |
| 2 | DE | Deere & Co | +1.7% | +5.51% | 増加 |
| 3 | BG | Bunge Global SA | +1.4% | +32.33% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.6% | +84.21% | 増加 |
| 5 | CTVA | Corteva INC | +0.5% | +5.85% | 増加 |
| 6 | CNXC | Concentrix CORP | +0.2% | — | 変化なし |
| 7 | ADM | Archer-daniels-midland Co | +0.2% | +5.76% | 増加 |
| 8 | SNX | TD Synnex CORP | +0.1% | — | 変化なし |
| 9 | OKE | Oneok INC | +0.1% | — | 変化なし |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 変化なし |
| 11 | ENB | Enbridge INC | 0% | — | 変化なし |
| 12 | BLDR | Builders Firstsource INC | 0% | — | 変化なし |
| 13 | ETSY | Etsy INC | 0% | — | 変化なし |
| 14 | HCA | Hca Healthcare INC | 0% | — | 変化なし |
| 15 | CME | Cme Group INC | 0% | — | 変化なし |
| 16 | TRP | Tc Energy CORP | 0% | — | 変化なし |
| 17 | T | At&t INC | -0.1% | — | 変化なし |
| 18 | CVS | Cvs Health CORP | -0.1% | — | 変化なし |
| 19 | FLWS | 1-800-flowers.com Inc-cl A | -0.1% | — | 変化なし |
| 20 | UNH | Unitedhealth Group INC | -0.2% | — | 変化なし |
| 21 | LMT | Lockheed Martin CORP | -0.2% | — | 変化なし |
| 22 | BMY | Bristol-myers Squibb Co | -0.2% | — | 変化なし |
| 23 | META | Meta Platforms Inc-class A | -0.3% | — | 変化なし |
| 24 | ABBV | Abbvie INC | -0.3% | — | 変化なし |
| 25 | MSFT | Microsoft CORP | -0.3% | — | 変化なし |
| 26 | AMD | Advanced Micro Devices | -0.4% | — | 変化なし |
| 27 | ISRG | Intuitive Surgical INC | -0.4% | — | 変化なし |
| 28 | V | Visa Inc-class A Shares | -0.4% | — | 変化なし |
| 29 | BABA | Alibaba Group Holding-sp Adr | -0.4% | — | 変化なし |
| 30 | NFLX | Netflix INC | -0.4% | — | 変化なし |
| 31 | NET | Cloudflare INC - Class A | -0.6% | -25.00% | 減少 |
| 32 | AMZN | Amazon.com INC | -0.7% | — | 変化なし |
| 33 | XYZ | Block INC | -0.7% | -31.58% | 減少 |
| 34 | NTES | Netease Inc-adr | -1.4% | -50.00% | 減少 |
| 35 | HDB | Hdfc Bank Ltd-adr | — | EXIT | 全売却 |
| 36 | TWI | Titan International INC | — | NEW | 新規購入 |
| 37 | SEB | Seaboard CORP | — | NEW | 新規購入 |
| 38 | ELAN | Elanco Animal Health INC | — | EXIT | 全売却 |
| 39 | GPRE | Green Plains INC | — | NEW | 新規購入 |
| 40 | RAVN | Raven Industries INC | — | NEW | 新規購入 |
| 41 | NIO | Nio INC - Adr | — | EXIT | 全売却 |
| 42 | AAPL | Apple INC | — | NEW | 新規購入 |
| 43 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 44 | SO | Southern Co/the | — | EXIT | 全売却 |
| 45 | WORK | Slack Technologies Inc- Cl A | — | EXIT | 全売却 |
| 46 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 47 | CROX | Crocs INC | — | NEW | 新規購入 |
| 48 | DOCU | Docusign INC | — | EXIT | 全売却 |
| 49 | EXK | Exact Sciences CORP | — | NEW | 新規購入 |
| 50 | BYND | Beyond Meat INC | — | EXIT | 全売却 |