CIK: 0001091561
申告総資産額
$20.4億
上位200銘柄を表示中（全419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 | 4.23% | -5.64% | EXIT | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.07% | -3.20% | EXIT | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -5.46% | EXIT | |
| 4 | ADBE | Adobe INC | 株式-IT | 3.28% | -2.25% | EXIT | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 2.83% | — | +5.54% | |
| 6 | NTAP | Netapp INC | 株式-IT | 2.60% | — | +90.09% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | -4.29% | EXIT | |
| 8 | SYY | Sysco CORP | 株式-生活必需品 | 2.41% | — | +5.62% | |
| 9 | BAX | Baxter International INC | 株式-ヘルスケア | 2.21% | — | +5.31% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.06% | — | -3.41% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.98% | -3.07% | EXIT | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.89% | -1.59% | EXIT | |
| 13 | FFIV | F5 INC | 株式-IT | 1.88% | — | +4.99% | |
| 14 | ANETEUR | Arista Networks INC | 株式-その他 | 1.60% | — | +1.61% | |
| 15 | CRM | Salesforce INC | 株式-IT | 1.59% | — | — | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.49% | -0.68% | EXIT | |
| 17 | LSTR | Landstar System INC | 株式-資本財 | 1.45% | — | +134.92% | |
| 18 | INTU | Intuit INC | 株式-IT | 1.40% | — | +4.42% | |
| 19 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.34% | — | +3.93% | |
| 20 | WCGEUR | Wellcare Health Plans INC | 株式-その他 | 1.31% | — | — | |
| 21 | CNC | Centene CORP | 株式-ヘルスケア | 1.30% | — | -47.71% | |
| 22 | CDNS | Cadence Design Sys INC | 株式-IT | 1.29% | -1.81% | EXIT | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | — | -12.38% | |
| 24 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 1.21% | — | -39.98% | |
| 25 | LEA | Lear CORP | 株式-一般消費財 | 1.19% | — | +5.79% | |
| 26 | FTNT | Fortinet INC | 株式-IT | 1.18% | -2.66% | EXIT | |
| 27 | PGR | Progressive CORP | 株式-金融 | 1.15% | — | -8.08% | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 1.12% | — | +21.40% | |
| 29 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.09% | — | +3.45% | |
| 30 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 1.01% | — | +33.09% | |
| 31 | WYNN | Wynn Resorts LTD | 株式-一般消費財 | 0.98% | — | +215.21% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.97% | — | +3.80% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -1.05% | EXIT | |
| 34 | URI | United Rentals INC | 株式-資本財 | 0.96% | — | +4.25% | |
| 35 | PVH | Pvh CORP | 株式-一般消費財 | 0.95% | — | +5.87% | |
| 36 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.95% | — | — | |
| 37 | MOH | Molina Healthcare INC | 株式-ヘルスケア | 0.94% | — | — | |
| 38 | HUM | Humana INC | 株式-ヘルスケア | 0.94% | — | +4.39% | |
| 39 | WAT | Waters CORP | 株式-ヘルスケア | 0.92% | — | +18.19% | |
| 40 | EWBC | East West Bancorp INC | 株式-金融 | 0.91% | — | +107.56% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.88% | — | +3.86% | |
| 42 | TRIP | Tripadvisor INC | 株式-その他 | 0.88% | — | — | |
| 43 | CE | Celanese CORP | 株式-素材 | 0.87% | — | +6.59% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -2.56% | EXIT | |
| 45 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.85% | — | +6.77% | |
| 46 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.82% | — | +7.08% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.81% | — | +0.21% | |
| 48 | ✓ | 株式-その他 | 0.81% | — | +4.68% | ||
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | -1.09% | EXIT | |
| 50 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.80% | — | +5.43% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NTAP | Netapp INC | +1.4% | +90.09% | 増加 |
| 2 | AMZN | Amazon.com INC | +1% | +56.11% | 増加 |
| 3 | LSTR | Landstar System INC | +0.7% | +134.92% | 増加 |
| 4 | WYNN | Wynn Resorts LTD | +0.6% | +215.21% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.5% | +7.28% | 増加 |
| 6 | EWBC | East West Bancorp INC | +0.4% | +107.56% | 増加 |
| 7 | ABBV | Abbvie INC | +0.4% | +258134.62% | 増加 |
| 8 | FFIV | F5 INC | +0.3% | +4.99% | 増加 |
| 9 | ICUI | Icu Medical INC | +0.3% | +1207.63% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.3% | +1183.12% | 増加 |
| 11 | SYU1 | Synovus Financial CORP | +0.3% | +18843.75% | 増加 |
| 12 | PANW | Palo Alto Networks INC | +0.2% | +21.40% | 増加 |
| 13 | AAPL | Apple INC | +0.2% | +7.59% | 増加 |
| 14 | ALSN | Allison Transmission Holding | +0.2% | +33.09% | 増加 |
| 15 | SYY | Sysco CORP | +0.1% | +5.62% | 増加 |
| 16 | BAX | Baxter International INC | +0.1% | +5.31% | 増加 |
| 17 | INTU | Intuit INC | +0.1% | +4.42% | 増加 |
| 18 | MSFT | Microsoft CORP | +0.1% | +7.70% | 増加 |
| 19 | ACN | Accenture plc | -0.3% | -88.54% | 減少 |
| 20 | DD | DuPont de Nemours, Inc. | -0.3% | -99.70% | 減少 |
| 21 | PG | Procter & Gamble Co/the | -0.5% | -95.27% | 減少 |
| 22 | TTWO | Take-two Interactive Softwre | -0.7% | -39.98% | 減少 |
| 23 | CNC | Centene CORP | -1.2% | -47.71% | 減少 |
| 24 | BIIB | Biogen INC | -1.2% | -58.11% | 減少 |
| 25 | HD | Home Depot INC | -1.6% | -49.02% | 減少 |
| 26 | LLY | Eli Lilly & Co | — | NEW | 新規購入 |
| 27 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 28 | WCGEUR | Wellcare Health Plans INC | — | NEW | 新規購入 |
| 29 | AXP | American Express Company | — | EXIT | 全売却 |
| 30 | HDSUSD | Hd Supply Holdings INC | — | NEW | 新規購入 |
| 31 | MOH | Molina Healthcare INC | — | NEW | 新規購入 |
| 32 | TRIP | Tripadvisor INC | — | NEW | 新規購入 |
| 33 | PAYX | Paychex INC | — | EXIT | 全売却 |
| 34 | WOO | Foot Locker INC | — | EXIT | 全売却 |
| 35 | URBN | Urban Outfitters INC | — | NEW | 新規購入 |
| 36 | ITW | Illinois Tool Works | — | EXIT | 全売却 |
| 37 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 38 | PRGO | Perrigo Company plc | — | EXIT | 全売却 |
| 39 | IR | Ingersoll-rand PLC | — | NEW | 新規購入 |
| 40 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 41 | COO | The Cooper Companies, Inc. | — | EXIT | 全売却 |
| 42 | AMP | Ameriprise Financial INC | — | EXIT | 全売却 |
| 43 | SIVBEUR | Svb Financial Group | — | NEW | 新規購入 |
| 44 | NVR | Nvr INC | — | EXIT | 全売却 |
| 45 | GWW | Ww Grainger INC | — | NEW | 新規購入 |
| 46 | WEX | Wex INC | — | NEW | 新規購入 |
| 47 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 48 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 49 | VIRT | Virtu Financial Inc-class A | — | NEW | 新規購入 |
| 50 | MSCI | Msci INC | — | EXIT | 全売却 |