CIK: 0001771174
申告総資産額
$2.7億
| # | 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 | NVDA | Nvidia CORP | 株式-IT | 8.31% | — | +49.33% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 8.26% | — | +31.07% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 7.14% | — | +29.03% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 7.01% | — | +35.49% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 6.74% | — | +42.33% | |
| 6 | FND | Floor & Decor Holdings Inc-a | 株式-一般消費財 | 3.96% | — | +38.39% | |
| 7 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.91% | — | +43.20% | |
| 8 | ADBE | Adobe INC | 株式-IT | 2.92% | — | -9.13% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.74% | — | +11.04% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.48% | — | +30.91% | |
| 11 | PH | Parker Hannifin CORP | 株式-資本財 | 2.38% | — | +29.94% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.30% | — | +72.90% | |
| 13 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 2.00% | — | +81.48% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.63% | — | +1.01% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.50% | — | +58.89% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.50% | — | +67.86% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.50% | — | +26.89% | |
| 18 | CCI | Crown Castle INC | 株式-不動産 | 1.14% | — | -0.97% | |
| 19 | MSCI | Msci INC | 株式-金融 | 1.11% | — | +95.59% | |
| 20 | RH | Rh | 株式-一般消費財 | 0.94% | — | +69.27% | |
| 21 | AXON | Axon Enterprise INC | 株式-資本財 | 0.93% | — | -2.87% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.85% | — | +132.95% | |
| 23 | MTCH | Match Group INC | 株式-通信サービス | 0.78% | — | — | |
| 24 | HUBS | Hubspot INC | 株式-IT | 0.76% | — | -13.17% | |
| 25 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.73% | — | -4.43% | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 0.69% | — | +6.25% | |
| 27 | CRC | California Resources CORP | 株式-エネルギー | 0.60% | — | -30.00% | |
| 28 | ABX | Barrick Gold CORP | 株式-金融 | 0.56% | — | — | |
| 29 | RHP | Ryman Hospitality Properties | 株式-不動産 | 0.54% | — | -30.01% | |
| 30 | RPD | Rapid7 INC | 株式-その他 | 0.52% | — | -34.35% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | -8.14% | |
| 32 | MGPI | Mgp Ingredients INC | 株式-その他 | 0.51% | — | -30.01% | |
| 33 | AKX | Ansys INC | 株式-その他 | 0.47% | — | +25.64% | |
| 34 | PLD | Prologis INC | 株式-不動産 | 0.47% | — | -5.16% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | — | -6.16% | |
| 36 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.44% | — | -28.73% | |
| 37 | GPRE | Green Plains INC | 株式-その他 | 0.44% | — | -30.01% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | -6.99% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | +33.84% | |
| 40 | TENB | Tenable Holdings INC | 株式-その他 | 0.43% | — | -30.43% | |
| 41 | FCN | Fti Consulting INC | 株式-資本財 | 0.42% | — | -30.03% | |
| 42 | AME | Ametek INC | 株式-資本財 | 0.42% | — | -3.95% | |
| 43 | TALO | Talos Energy INC | 株式-その他 | 0.41% | — | -30.02% | |
| 44 | ROCK | Gibraltar Industries INC | 株式-その他 | 0.39% | — | -30.00% | |
| 45 | MMYT | MakeMyTrip Limited | 株式-その他 | 0.37% | — | -30.01% | |
| 46 | WCN | Waste Connections INC | 株式-資本財 | 0.37% | — | — | |
| 47 | MEDP | Medpace Holdings INC | 株式-ヘルスケア | 0.37% | — | -30.02% | |
| 48 | WFRD | Weatherford International plc | 株式-エネルギー | 0.37% | — | +62.59% | |
| 49 | BRO | Brown & Brown INC | 株式-金融 | 0.37% | — | +2.65% | |
| 50 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.34% | — | +29.37% |