CIK: 0001841989
申告総資産額
$4352.0万
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.06% | — | — | |
| 2 | FAST | Fastenal Co | 株式-資本財 | 4.75% | — | — | |
| 3 | DLTR | Dollar Tree INC | 株式-生活必需品 | 4.46% | — | — | |
| 4 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.26% | — | — | |
| 5 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 4.04% | — | — | |
| 6 | SYK | Stryker CORP | 株式-ヘルスケア | 3.72% | — | — | |
| 7 | LIN | Linde plc | 株式-素材 | 3.69% | — | — | |
| 8 | IPGP | Ipg Photonics CORP | 株式-IT | 3.68% | — | — | |
| 9 | EA | Electronic Arts INC | 株式-通信サービス | 3.62% | — | — | |
| 10 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 3.59% | — | — | |
| 11 | INTC | Intel CORP | 株式-IT | 3.55% | — | +17.97% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 3.53% | — | +12.06% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 3.51% | — | +100.00% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 3.48% | — | +5.25% | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 3.48% | — | — | |
| 16 | PAYX | Paychex INC | 株式-IT | 3.44% | — | — | |
| 17 | CERNCHF | Cerner CORP | 株式-その他 | 3.44% | — | +12.05% | |
| 18 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 3.20% | — | — | |
| 19 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 3.18% | — | — | |
| 20 | ECL | Ecolab INC | 株式-素材 | 3.01% | — | — | |
| 21 | ALB | Albemarle CORP | 株式-素材 | 2.70% | — | — | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.69% | — | — | |
| 23 | LFUS | Littelfuse INC | 株式-IT | 2.53% | — | — | |
| 24 | EOG | Eog Resources INC | 株式-エネルギー | 2.52% | — | — | |
| 25 | CTRA | Coterra Energy INC | 株式-エネルギー | 2.43% | — | — | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 2.42% | — | +70.22% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | — | |
| 28 | FDX | Fedex CORP | 株式-資本財 | 0.73% | — | — | |
| 29 | A | Agilent Technologies INC | 株式-ヘルスケア | 0.69% | — | — | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | — | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | — | |
| 32 | BIIB | Biogen INC | 株式-ヘルスケア | 0.64% | — | +19.23% | |
| 33 | HAS | Hasbro INC | 株式-一般消費財 | 0.64% | — | — | |
| 34 | LHX | L3harris Technologies INC | 株式-資本財 | 0.63% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | — | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.61% | — | +33.33% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | — | |
| 38 | HSIC | Henry Schein INC | 株式-ヘルスケア | 0.46% | — | — | |
| 39 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.39% | — | — | |
| 40 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.39% | — | — | |
| 41 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.38% | — | — | |
| 42 | CPRT | Copart INC | 株式-資本財 | 0.37% | — | — | |
| 43 | ADI | Analog Devices INC | 株式-IT | 0.34% | — | — | |
| 44 | MMS | Maximus INC | 株式-資本財 | 0.25% | — | — | |
| 45 | CVETUSD | Covetrus INC | 株式-その他 | 0.06% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SLB | Slb LTD | +1.2% | +70.22% | 増加 |
| 2 | INTC | Intel CORP | +1% | +17.97% | 増加 |
| 3 | EOG | Eog Resources INC | +0.7% | — | 変化なし |
| 4 | JBHT | Hunt (jb) Transprt Svcs INC | +0.5% | — | 変化なし |
| 5 | CTRA | Coterra Energy INC | +0.2% | — | 変化なし |
| 6 | GILD | Gilead Sciences INC | +0.2% | +33.33% | 増加 |
| 7 | BIIB | Biogen INC | +0.1% | +19.23% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | — | 変化なし |
| 9 | ABT | Abbott Laboratories | +0.1% | — | 変化なし |
| 10 | TJX | Tjx Companies INC | 0% | +12.06% | 増加 |
| 11 | MMS | Maximus INC | 0% | — | 変化なし |
| 12 | FDX | Fedex CORP | 0% | — | 変化なし |
| 13 | AMGN | Amgen INC | 0% | — | 変化なし |
| 14 | EL | Estee Lauder Companies-cl A | 0% | — | 変化なし |
| 15 | ULTA | Ulta Beauty INC | — | — | 変化なし |
| 16 | RTX | Rtx CORP | — | — | 変化なし |
| 17 | A | Agilent Technologies INC | — | — | 変化なし |
| 18 | LHX | L3harris Technologies INC | — | — | 変化なし |
| 19 | UNH | Unitedhealth Group INC | 0% | — | 変化なし |
| 20 | ADI | Analog Devices INC | 0% | — | 変化なし |
| 21 | CVETUSD | Covetrus INC | 0% | — | 変化なし |
| 22 | HSIC | Henry Schein INC | 0% | — | 変化なし |
| 23 | HRL | Hormel Foods CORP | 0% | — | 変化なし |
| 24 | HAS | Hasbro INC | 0% | — | 変化なし |
| 25 | LIN | Linde plc | 0% | — | 変化なし |
| 26 | MDT | Medtronic plc | -0.1% | +5.25% | 増加 |
| 27 | CTSH | Cognizant Tech Solutions-a | -0.1% | — | 変化なし |
| 28 | MSFT | Microsoft CORP | -0.1% | — | 変化なし |
| 29 | DLTR | Dollar Tree INC | -0.1% | — | 変化なし |
| 30 | PAYX | Paychex INC | -0.1% | — | 変化なし |
| 31 | BKNG | Booking Holdings INC | -0.1% | — | 変化なし |
| 32 | LFUS | Littelfuse INC | -0.1% | — | 変化なし |
| 33 | CPRT | Copart INC | -0.1% | — | 変化なし |
| 34 | STZ | Constellation Brands Inc-a | -0.1% | — | 変化なし |
| 35 | CERNCHF | Cerner CORP | -0.2% | +12.05% | 増加 |
| 36 | FAST | Fastenal Co | -0.2% | — | 変化なし |
| 37 | APH | Amphenol Corp-cl A | -0.2% | +100.00% | 増加 |
| 38 | ALB | Albemarle CORP | -0.2% | — | 変化なし |
| 39 | ECL | Ecolab INC | -0.3% | — | 変化なし |
| 40 | FLT1EUR | Fleetcor Technologies INC | -0.3% | — | 変化なし |
| 41 | SYK | Stryker CORP | -0.3% | — | 変化なし |
| 42 | NKE | Nike INC -cl B | -0.4% | — | 変化なし |
| 43 | IPGP | Ipg Photonics CORP | -0.5% | — | 変化なし |
| 44 | EA | Electronic Arts INC | -0.5% | — | 変化なし |
| 45 | HP | Helmerich & Payne | — | EXIT | 全売却 |
| 46 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |