CIK: 0001633677
申告総資産額
$871.4万
| # | 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 | AIG | American International Group | 株式-金融 | 16.94% | — | — | |
| 2 | BKU | Bankunited INC | 株式-その他 | 12.31% | — | +5.13% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 11.21% | — | -14.75% | |
| 4 | TCBI | Texas Capital Bancshares INC | 株式-金融 | 11.00% | — | +6.38% | |
| 5 | USB | US Bancorp | 株式-金融 | 9.99% | — | +20.83% | |
| 6 | SIVBEUR | Svb Financial Group | 株式-その他 | 9.07% | — | +28.97% | |
| 7 | STT | State Street CORP | 株式-金融 | 8.18% | — | — | |
| 8 | SBNY | Signature Bank | 株式-金融 | 8.09% | — | +36.99% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.66% | +73.31% | NEW | |
| 10 | WFC | Wells Fargo & Company | 株式-金融 | 2.35% | — | +1.97% | |
| 11 | ✓ | 株式-その他 | 2.29% | — | — | ||
| 12 | DELL | Dell Technologies Inc. | 株式-IT | 0.78% | — | — | |
| 13 | ✓ | American Intl Group INC | 株式-その他 | 0.13% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SBNY | Signature Bank | +2.1% | +36.99% | 増加 |
| 2 | USB | US Bancorp | +1.6% | +20.83% | 増加 |
| 3 | BKU | Bankunited INC | +1% | +5.13% | 増加 |
| 4 | SIVBEUR | Svb Financial Group | +0.6% | +28.97% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 変化なし |
| 6 | ✓ | American Intl Group INC | -0.1% | — | 変化なし |
| 7 | ✓ | -0.4% | — | 変化なし | |
| 8 | WFC | Wells Fargo & Company | -0.4% | +1.97% | 増加 |
| 9 | AIG | American International Group | -0.8% | — | 変化なし |
| 10 | TCBI | Texas Capital Bancshares INC | -0.8% | +6.38% | 増加 |
| 11 | STT | State Street CORP | -0.8% | — | 変化なし |
| 12 | WFC | Wells Fargo & Co | -2.7% | -14.75% | 減少 |
| 13 | DELL | Dell Technologies Inc. | — | NEW | 新規購入 |