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 | 9.93% | -0.12% | +1.60% | |
| 2 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 7.81% | — | +3.17% | |
| 3 | ACN | Accenture plc | 株式-IT | 7.23% | -0.04% | +1.61% | |
| 4 | NKE | Nike INC -cl B | 株式-一般消費財 | 7.19% | — | +0.98% | |
| 5 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 6.81% | — | +0.28% | |
| 6 | MCK | Mckesson CORP | 株式-ヘルスケア | 6.68% | +0.89% | +1.36% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.65% | +0.21% | +0.73% | |
| 8 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 6.02% | — | -0.04% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 5.33% | — | +1.70% | |
| 10 | AAPL | Apple INC | 株式-IT | 4.59% | +0.36% | +0.63% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.25% | — | +96.87% | |
| 12 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 3.63% | — | — | |
| 13 | HN9 | Hanesbrands INC | 株式-その他 | 3.62% | — | +0.49% | |
| 14 | ✓ | Mastercard Incorporated | 株式-その他 | 3.39% | — | +58.14% | |
| 15 | PII | Polaris INC | 株式-一般消費財 | 3.04% | — | +1.91% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 2.96% | — | — | |
| 17 | ✓ | Google INC Class C | 株式-その他 | 2.55% | — | +2.75% | |
| 18 | GOOG | Alphabet A | 株式-通信サービス | 2.36% | — | -3.44% | |
| 19 | MIDD | Middleby CORP | 株式-資本財 | 2.30% | — | -2.16% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.00% | — | -2.78% | |
| 21 | GWW | Ww Grainger INC | 株式-資本財 | 1.66% | +0.68% | -0.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.9% | +96.87% | 増加 |
| 2 | ✓ | Mastercard Incorporated | +1.2% | +58.14% | 増加 |
| 3 | NKE | Nike INC -cl B | +1.2% | +0.98% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.8% | +1.60% | 増加 |
| 5 | BKNG | Booking Hldgs INC | +0.6% | -0.04% | 減少 |
| 6 | ✓ | Google INC Class C | +0.5% | +2.75% | 増加 |
| 7 | ACN | Accenture plc | +0.5% | +1.61% | 増加 |
| 8 | GOOG | Alphabet A | +0.4% | -3.44% | 減少 |
| 9 | CHKP | Check Point Software Technologies Ltd. | +0.2% | +0.28% | 増加 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | — | +0.73% | 増加 |
| 11 | HON | Honeywell International INC | -0.1% | +1.70% | 増加 |
| 12 | GWW | Ww Grainger INC | -0.1% | -0.55% | 減少 |
| 13 | MIDD | Middleby CORP | -0.1% | -2.16% | 減少 |
| 14 | HN9 | Hanesbrands INC | -0.4% | +0.49% | 増加 |
| 15 | AAPL | Apple INC | -0.4% | +0.63% | 増加 |
| 16 | ABT | Abbott Laboratories | -0.4% | -2.78% | 減少 |
| 17 | PII | Polaris INC | -0.5% | +1.91% | 増加 |
| 18 | GILD | Gilead Sciences INC | -0.9% | +3.17% | 増加 |
| 19 | MCK | Mckesson CORP | -1.1% | +1.36% | 増加 |
| 20 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 21 | ✓ | Discovery Comm C | — | EXIT | 全売却 |
| 22 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新規購入 |
| 23 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 24 | BTU | Peabody Energy Corporation | — | EXIT | 全売却 |