CIK: 0001808195
申告総資産額
$3.5億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.59% | -5.37% | -1.06% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.90% | — | -4.41% | |
| 3 | OKE | Oneok INC | 株式-エネルギー | 3.75% | -2.39% | -0.66% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.64% | -1.03% | -0.11% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.20% | -0.69% | +1.05% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -1.67% | -0.26% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.99% | +0.77% | +10.44% | |
| 8 | HPQ | Hp INC | 株式-IT | 2.80% | — | +0.19% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 2.79% | -1.36% | -0.12% | |
| 10 | NOC | Northrop Grumman CORP | 株式-資本財 | 2.56% | -2.31% | +0.22% | |
| 11 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.50% | — | -0.20% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 2.48% | -2.69% | +0.03% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.30% | +0.59% | +1.63% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 2.30% | — | +0.05% | |
| 15 | DOW | Dow INC | 株式-素材 | 2.24% | — | +14.12% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 2.21% | — | +0.63% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 2.16% | +1.62% | +4.43% | |
| 18 | DFSEUR | Discover Financial Services | 株式-その他 | 2.09% | — | +0.69% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.04% | — | +1.05% | |
| 20 | AFL | Aflac INC | 株式-金融 | 2.03% | — | +1.81% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.91% | -3.20% | +0.98% | |
| 22 | PSX | Phillips 66 | 株式-エネルギー | 1.51% | -1.61% | +13.75% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | +0.64% | |
| 24 | HP | Helmerich & Payne | 株式-エネルギー | 1.44% | — | +20.46% | |
| 25 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.40% | +2.43% | +0.73% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | — | +1.95% | |
| 27 | DHI | Dr Horton INC | 株式-一般消費財 | 1.21% | -1.01% | +5.28% | |
| 28 | LZB | La-z-boy INC | 株式-その他 | 1.15% | — | — | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.07% | — | +18.14% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | +2.72% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.04% | — | +3.42% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.03% | +1.65% | +2.29% | |
| 33 | KR | Kroger Co | 株式-生活必需品 | 0.99% | — | +3.14% | |
| 34 | ADX | Adams Diversified Equity | 株式-その他 | 0.96% | — | +5.42% | |
| 35 | AMBP | Ardagh Metal Packaging S.A. | 株式-その他 | 0.95% | — | +101.45% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | +1.40% | +18.08% | |
| 37 | MET | Metlife INC | 株式-金融 | 0.91% | +0.38% | +3.15% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.88% | +0.53% | — | |
| 39 | STAG | Stag Industrial INC | 株式-不動産 | 0.87% | +0.36% | +3.08% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | +3.45% | |
| 41 | NEM | Newmont CORP | 株式-素材 | 0.83% | — | +4.06% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | +1.85% | +3.03% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.81% | +1.46% | +145.33% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.81% | — | +127.82% | |
| 45 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.80% | — | +3.63% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.78% | -0.40% | +4.06% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.77% | — | +4.07% | |
| 48 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.76% | +0.57% | — | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | -0.51% | +3.54% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | — | +3.46% |