CIK: 0001105467
申告総資産額
$6.6億
上位200銘柄を表示中（全216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 | AAPL | Apple INC | 株式-IT | 5.09% | +0.50% | +2.94% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.89% | -0.60% | +3.15% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.39% | +0.62% | +3.10% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 3.04% | — | +26.08% | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.86% | — | -11.96% | |
| 6 | ECL | Ecolab INC | 株式-素材 | 2.76% | — | +12.25% | |
| 7 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.69% | — | -15.89% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.56% | +0.04% | +3.09% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.54% | -0.04% | +2.35% | |
| 10 | FFIV | F5 INC | 株式-IT | 2.50% | — | +1.58% | |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 2.42% | — | +5.45% | |
| 12 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.39% | — | +3.50% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.35% | — | +3.76% | |
| 14 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 2.24% | — | -13.98% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.23% | — | +15.67% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.12% | — | +12.59% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 2.11% | — | +3.31% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.81% | — | +21.87% | |
| 19 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.78% | — | +3.82% | |
| 20 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.73% | — | +14.53% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.71% | — | +69.85% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.61% | — | +28.20% | |
| 23 | BR | Broadridge Financial Solutio | 株式-IT | 1.58% | — | +3.82% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.58% | — | -29.98% | |
| 25 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 1.55% | — | +20.79% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 1.50% | — | +20.55% | |
| 27 | PAYX | Paychex INC | 株式-IT | 1.48% | — | — | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.45% | — | +3.84% | |
| 29 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.43% | — | +3.88% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 1.41% | — | +3.65% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | +3.82% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.33% | — | +2.90% | |
| 33 | VRSK | Verisk Analytics INC | 株式-資本財 | 1.28% | -0.52% | +2.48% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.21% | -0.07% | +53.70% | |
| 35 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.14% | — | +3.79% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -44.15% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 1.04% | — | -41.56% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 1.01% | — | +4.10% | |
| 39 | AZO | Autozone INC | 株式-一般消費財 | 0.98% | — | — | |
| 40 | INTC | Intel CORP | 株式-IT | 0.96% | — | -18.68% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.95% | — | +4.61% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | -0.35% | +4.52% | |
| 43 | CLX | Clorox Company | 株式-生活必需品 | 0.90% | — | -14.01% | |
| 44 | FTV | Fortive CORP | 株式-IT | 0.88% | — | +4.46% | |
| 45 | CTXSEUR | Citrix Systems INC | 株式-その他 | 0.87% | — | +4.36% | |
| 46 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.84% | — | +3.55% | |
| 47 | CERNCHF | Cerner CORP | 株式-その他 | 0.81% | — | -59.16% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.77% | — | -29.07% | |
| 49 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.76% | — | +3.74% | |
| 50 | DELL | Dell Technologies Inc. | 株式-IT | 0.70% | — | +3.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | +0.7% | +69.85% | 増加 |
| 2 | HD | Home Depot INC | +0.7% | +26.08% | 増加 |
| 3 | COST | Costco Wholesale CORP | +0.4% | +28.20% | 増加 |
| 4 | ABT | Abbott Laboratories | +0.4% | +53.70% | 増加 |
| 5 | DNKN | Dunkin' Brands Group INC | +0.4% | +20.79% | 増加 |
| 6 | AAPL | Apple INC | +0.3% | +2.94% | 増加 |
| 7 | FFIV | F5 INC | +0.3% | +1.58% | 増加 |
| 8 | DIS | Walt Disney Co/the | +0.3% | +15.67% | 増加 |
| 9 | UNH | Unitedhealth Group INC | +0.2% | +3.76% | 増加 |
| 10 | FISV | Fiserv INC | +0.2% | +20.55% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.10% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.2% | +3.15% | 増加 |
| 13 | MA | Mastercard INC - A | +0.2% | +3.09% | 増加 |
| 14 | ECL | Ecolab INC | +0.2% | +12.25% | 増加 |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +5.45% | 増加 |
| 16 | ✓ | Laboratory CORP Amer Hldgs | +0.2% | +3.50% | 増加 |
| 17 | CMCSA | Comcast Corp-class A | +0.2% | +21.87% | 増加 |
| 18 | PBF | Pbf Energy Inc-class A | +0.1% | +807.74% | 増加 |
| 19 | VMWEUR | Vmware Inc-class A | +0.1% | +3.55% | 増加 |
| 20 | FIX | Comfort Systems USA INC | +0.1% | +1089.36% | 増加 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +12.59% | 増加 |
| 22 | ENSG | Ensign Group Inc/the | +0.1% | +218.41% | 増加 |
| 23 | CTSH | Cognizant Tech Solutions-a | +0.1% | +14.53% | 増加 |
| 24 | CTXSEUR | Citrix Systems INC | +0.1% | +4.36% | 増加 |
| 25 | CACI | Caci International INC -cl A | +0.1% | +95.32% | 増加 |
| 26 | DELL | Dell Technologies Inc. | +0.1% | +3.77% | 増加 |
| 27 | BR | Broadridge Financial Solutio | 0% | +3.82% | 増加 |
| 28 | UNP | Union Pacific CORP | 0% | +3.65% | 増加 |
| 29 | NKE | Nike INC -cl B | -0.1% | -11.96% | 減少 |
| 30 | PRAH | Pra Health Sciences INC | -0.1% | -83.41% | 減少 |
| 31 | INVA | Innoviva INC | -0.2% | -75.44% | 減少 |
| 32 | ITW | Illinois Tool Works | -0.2% | +4.10% | 増加 |
| 33 | CLX | Clorox Company | -0.2% | -14.01% | 減少 |
| 34 | LMT | Lockheed Martin CORP | -0.3% | +3.88% | 増加 |
| 35 | INTC | Intel CORP | -0.4% | -18.68% | 減少 |
| 36 | MMM | 3m Co | -0.5% | -29.07% | 減少 |
| 37 | VZ | Verizon Communications INC | -0.8% | -41.56% | 減少 |
| 38 | JNJ | Johnson & Johnson | -1.2% | -44.15% | 減少 |
| 39 | CERNCHF | Cerner CORP | -1.3% | -59.16% | 減少 |
| 40 | SBUX | Starbucks CORP | -1.3% | -29.98% | 減少 |
| 41 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 42 | AZO | Autozone INC | — | NEW | 新規購入 |
| 43 | ✓ | Csf Hldgs.inc. (escrow - Litig | — | NEW | 新規購入 |
| 44 | KDP | Keurig Dr Pepper Inc. | — | EXIT | 全売却 |
| 45 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 46 | ALG | Alamo Group INC | — | EXIT | 全売却 |
| 47 | ✓ | Asgn | — | EXIT | 全売却 |
| 48 | SUPN | Supernus Pharmaceuticals INC | — | NEW | 新規購入 |
| 49 | MKSI | Mks INC | — | EXIT | 全売却 |
| 50 | TILE | Interface INC | — | EXIT | 全売却 |