CIK: 0002022908
申告総資産額
$10.5億
上位200銘柄を表示中（全211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 | UPS | United Parcel Service-cl B | 株式-資本財 | 19.55% | -0.13% | +0.12% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.22% | -0.26% | -0.17% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.74% | -0.77% | +1.02% | |
| 4 | CLH | Clean Harbors INC | 株式-資本財 | 2.61% | +0.52% | -0.44% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.28% | -0.14% | -0.50% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.03% | +0.42% | +1.56% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.96% | -0.08% | +906.93% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.88% | — | +2.72% | |
| 9 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 1.82% | -0.19% | -14.01% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | -0.09% | +3.11% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 1.80% | +0.28% | +2.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | -0.17% | +0.44% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.64% | -0.21% | -1.23% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.54% | — | +3.56% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.42% | +0.07% | +6.40% | |
| 16 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.32% | — | +1.50% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.28% | -0.08% | +3.17% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.25% | +0.45% | +5.49% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.22% | — | +4.17% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | -0.67% | +4.84% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +0.53% | +1.51% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.16% | -0.61% | +7.53% | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.14% | -1.27% | +18.45% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.13% | +1.34% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.05% | — | +66.11% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | +5.11% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.99% | +0.09% | +2.57% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.98% | +0.22% | +5.98% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.95% | +0.20% | +44.34% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | +0.49% | +10.59% | |
| 31 | CI | THE Cigna Group | 株式-ヘルスケア | 0.93% | — | +9.58% | |
| 32 | AXON | Axon Enterprise INC | 株式-資本財 | 0.84% | -0.16% | +10.81% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | +0.19% | +3.58% | |
| 34 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.82% | — | +0.01% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +124.96% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.81% | +0.15% | +3.64% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +2.36% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.19% | +2.60% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.78% | — | +7.93% | |
| 40 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.77% | -0.23% | +1.97% | |
| 41 | POWL | Powell Industries INC | 株式-資本財 | 0.76% | — | +2.47% | |
| 42 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.70% | — | +5.90% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | +2.84% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | +1.79% | |
| 45 | INGR | Ingredion INC | 株式-生活必需品 | 0.64% | — | -1.09% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.63% | -1.20% | +0.10% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | -0.31% | |
| 48 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.54% | — | +8.60% | |
| 49 | KNX | Knight-swift Transportation | 株式-資本財 | 0.52% | — | +12.75% | |
| 50 | CCI | Crown Castle INC | 株式-不動産 | 0.50% | — | +13.06% |