CIK: 0001315059
申告総資産額
$8.3億
| # | 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 | V | Visa Inc-class A Shares | 株式-金融 | 9.17% | -0.12% | +346.69% | |
| 2 | MCK | Mckesson CORP | 株式-ヘルスケア | 7.95% | +0.89% | +11.46% | |
| 3 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 7.73% | — | +13.05% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 7.33% | +0.21% | +11.14% | |
| 5 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 7.07% | — | +10.43% | |
| 6 | ACN | Accenture plc | 株式-IT | 6.74% | -0.04% | +9.33% | |
| 7 | HON | Honeywell International INC | 株式-資本財 | 5.80% | — | +11.10% | |
| 8 | NKE | Nike INC -cl B | 株式-一般消費財 | 5.76% | — | +10.58% | |
| 9 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 5.76% | — | +10.25% | |
| 10 | EBAY | Ebay INC | 株式-一般消費財 | 5.46% | — | +9.44% | |
| 11 | AAPL | Apple INC | 株式-IT | 5.22% | +0.36% | +67.41% | |
| 12 | ✓ | Discovery Comm C | 株式-その他 | 4.32% | — | +47.37% | |
| 13 | HN9 | Hanesbrands INC | 株式-その他 | 4.25% | — | +632.62% | |
| 14 | PII | Polaris INC | 株式-一般消費財 | 3.63% | — | — | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.43% | — | +16.45% | |
| 16 | MIDD | Middleby CORP | 株式-資本財 | 2.39% | — | +16.75% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.37% | — | +22.05% | |
| 18 | ✓ | Google INC Class C | 株式-その他 | 2.31% | — | +13.49% | |
| 19 | GOOG | Alphabet A | 株式-通信サービス | 2.20% | — | +12.24% | |
| 20 | GWW | Ww Grainger INC | 株式-資本財 | 2.01% | +0.68% | +11.95% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.11% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +2.2% | +67.41% | 増加 |
| 2 | HN9 | Hanesbrands INC | +2.1% | +632.62% | 増加 |
| 3 | MCK | Mckesson CORP | +0.8% | +11.46% | 増加 |
| 4 | ✓ | Discovery Comm C | +0.7% | +47.37% | 増加 |
| 5 | GILD | Gilead Sciences INC | +0.6% | +13.05% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.5% | +22.05% | 増加 |
| 7 | CHKP | Check Point Software Technologies Ltd. | +0.4% | +10.43% | 増加 |
| 8 | HON | Honeywell International INC | +0.3% | +11.10% | 増加 |
| 9 | ACN | Accenture plc | +0.3% | +9.33% | 増加 |
| 10 | NKE | Nike INC -cl B | +0.3% | +10.58% | 増加 |
| 11 | MIDD | Middleby CORP | +0.2% | +16.75% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.2% | +16.45% | 増加 |
| 13 | V | Visa Inc-class A Shares | +0.2% | +346.69% | 増加 |
| 14 | ✓ | Google INC Class C | +0.2% | +13.49% | 増加 |
| 15 | BKNG | Booking Hldgs INC | +0.2% | +10.25% | 増加 |
| 16 | EBAY | Ebay INC | +0.2% | +9.44% | 増加 |
| 17 | GOOG | Alphabet A | +0.2% | +12.24% | 増加 |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 19 | GWW | Ww Grainger INC | -0.1% | +11.95% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | +11.14% | 増加 |
| 21 | MSFT | Microsoft CORP | — | EXIT | 全売却 |
| 22 | BEN | Franklin Resources INC | — | EXIT | 全売却 |
| 23 | PII | Polaris INC | — | NEW | 新規購入 |
| 24 | QCOM | Qualcomm INC | — | EXIT | 全売却 |