CIK: 0001475373
申告総資産額
$4.2億
| # | 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 | ABT | Abbott Laboratories | 株式-ヘルスケア | 10.86% | +2.12% | NEW | |
| 2 | BAX | Baxter International INC | 株式-ヘルスケア | 9.42% | — | +3.29% | |
| 3 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 7.20% | +2.69% | +13.68% | |
| 4 | RVTY | Revvity INC | 株式-ヘルスケア | 6.25% | — | +1.27% | |
| 5 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 5.79% | — | +0.96% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 5.69% | — | -28.14% | |
| 7 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 5.64% | -3.19% | +22.27% | |
| 8 | IRWD | Ironwood Pharmaceuticals INC | 株式-その他 | 5.03% | — | -5.55% | |
| 9 | ✓ | Shire PLC | 株式-その他 | 4.99% | — | +14.99% | |
| 10 | ELV | Elevance Health INC | 株式-ヘルスケア | 4.91% | +0.44% | -12.32% | |
| 11 | IART | Integra Lifesciences Holding | 株式-その他 | 3.91% | — | +1.02% | |
| 12 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 3.78% | -0.08% | +0.79% | |
| 13 | PRGO | Perrigo Company plc | 株式-ヘルスケア | 3.22% | — | +18.52% | |
| 14 | MCK | Mckesson CORP | 株式-ヘルスケア | 2.78% | — | +0.78% | |
| 15 | MASI* | Masimo CORP | 株式-その他 | 2.67% | — | -22.00% | |
| 16 | PDCOEUR | Patterson Cos INC | 株式-その他 | 2.64% | — | — | |
| 17 | BIIB | Biogen INC | 株式-ヘルスケア | 2.28% | +0.47% | — | |
| 18 | CI | The Cigna Group | 株式-ヘルスケア | 2.05% | — | — | |
| 19 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.90% | — | +1.31% | |
| 20 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 1.62% | — | +128.17% | |
| 21 | LXRX | Lexicon Pharmaceuticals INC | 株式-その他 | 1.49% | — | +87.38% | |
| 22 | MNTA | Momenta Pharmaceuticals INC | 株式-その他 | 1.49% | — | -19.98% | |
| 23 | LTH | Life Time Group Holdings, Inc. | 株式-その他 | 1.46% | — | -9.11% | |
| 24 | IPXLEUR | Impax Laboratories INC | 株式-その他 | 1.38% | — | +10.29% | |
| 25 | ACH | Accendra Health INC | 株式-その他 | 0.82% | — | +20.57% | |
| 26 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.71% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +1.6% | +16.59% | 増加 |
| 2 | THC | Tenet Healthcare CORP | +0.9% | +128.17% | 増加 |
| 3 | BAX | Baxter International INC | +0.9% | +3.29% | 増加 |
| 4 | GILD | Gilead Sciences INC | +0.8% | +22.27% | 増加 |
| 5 | LXRX | Lexicon Pharmaceuticals INC | +0.7% | +87.38% | 増加 |
| 6 | IART | Integra Lifesciences Holding | +0.6% | +1.02% | 増加 |
| 7 | PRGO | Perrigo Company plc | +0.6% | +18.52% | 増加 |
| 8 | RVTY | Revvity INC | +0.5% | +1.27% | 増加 |
| 9 | BMY | Bristol-myers Squibb Co | +0.4% | +13.68% | 増加 |
| 10 | IPXLEUR | Impax Laboratories INC | +0.3% | +10.29% | 増加 |
| 11 | BSX | Boston Scientific CORP | +0.2% | +0.96% | 増加 |
| 12 | BIO | Bio-rad Laboratories-a | +0.2% | +0.79% | 増加 |
| 13 | CI | The Cigna Group | +0.1% | — | 変化なし |
| 14 | MCK | Mckesson CORP | +0.1% | +0.78% | 増加 |
| 15 | ACH | Accendra Health INC | 0% | +20.57% | 増加 |
| 16 | ✓ | Laboratory CORP Amer Hldgs | 0% | +1.31% | 増加 |
| 17 | ✓ | Shire PLC | 0% | +14.99% | 増加 |
| 18 | MNTA | Momenta Pharmaceuticals INC | -0.1% | -19.98% | 減少 |
| 19 | PDCOEUR | Patterson Cos INC | -0.1% | — | 変化なし |
| 20 | IRWD | Ironwood Pharmaceuticals INC | -0.2% | -5.55% | 減少 |
| 21 | LTH | Life Time Group Holdings, Inc. | -0.3% | -9.11% | 減少 |
| 22 | ELV | Elevance Health INC | -0.5% | -12.32% | 減少 |
| 23 | MASI* | Masimo CORP | -1.2% | -22.00% | 減少 |
| 24 | LLY | Eli Lilly & Co | -3.2% | -28.14% | 減少 |
| 25 | VRTX | Vertex Pharmaceuticals INC | — | EXIT | 全売却 |
| 26 | BIIB | Biogen INC | — | NEW | 新規購入 |
| 27 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新規購入 |
| 28 | UTHR | United Therapeutics CORP | — | EXIT | 全売却 |