CIK: 0000946431
申告総資産額
$951.5億
上位200銘柄を表示中（全685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 | MSFT | Microsoft CORP | 株式-IT | 7.52% | -1.03% | +0.36% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.34% | +0.26% | +4.79% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.32% | — | -10.66% | |
| 4 | AVGO | Broadcom INC | 株式-IT | 4.05% | -0.04% | +858.70% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | — | +1.40% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.65% | -0.32% | -1.24% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.78% | -0.18% | +0.62% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.78% | -0.05% | -5.46% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | — | -3.33% | |
| 10 | NOW | Servicenow INC | 株式-IT | 1.32% | -0.17% | -10.73% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.26% | -0.18% | -7.25% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.18% | -0.32% | +14.77% | |
| 13 | ACN | Accenture plc | 株式-IT | 1.15% | -0.14% | +16.61% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.05% | -1.38% | |
| 15 | AMAT | Applied Materials INC | 株式-IT | 1.10% | +0.28% | +2.63% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | — | +38.56% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | — | -5.66% | |
| 18 | SNPS | Synopsys INC | 株式-IT | 1.00% | -0.08% | -16.75% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | -0.18% | -0.73% | |
| 20 | CRM | Salesforce INC | 株式-IT | 0.91% | -0.33% | -1.59% | |
| 21 | KEYS | Keysight Technologies In | 株式-IT | 0.90% | -0.11% | +7.08% | |
| 22 | ADI | Analog Devices INC | 株式-IT | 0.85% | — | +6.67% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | -0.12% | -6.78% | |
| 24 | ANETEUR | Arista Networks INC | 株式-その他 | 0.84% | — | +0.06% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.79% | — | +0.31% | |
| 26 | PLD | Prologis INC | 株式-不動産 | 0.73% | — | -9.60% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | -0.13% | +10.72% | |
| 28 | FTNT | Fortinet INC | 株式-IT | 0.67% | — | -16.58% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +0.59% | |
| 30 | CDNS | Cadence Design Sys INC | 株式-IT | 0.61% | -0.07% | +15.14% | |
| 31 | MSI | Motorola Solutions INC | 株式-IT | 0.59% | — | — | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.58% | -0.18% | +11.82% | |
| 33 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.57% | +0.21% | -24.68% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | -23.16% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +0.35% | |
| 36 | KLAC | Kla CORP | 株式-IT | 0.54% | — | +0.37% | |
| 37 | LIN | Linde plc | 株式-素材 | 0.54% | — | -6.93% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +0.32% | |
| 39 | CNC | Centene CORP | 株式-ヘルスケア | 0.52% | — | -46.70% | |
| 40 | XYL | Xylem INC | 株式-資本財 | 0.52% | — | +22.76% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.51% | -0.15% | -11.07% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | +211.43% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | — | +1.49% | |
| 44 | ENPH | Enphase Energy INC | 株式-IT | 0.50% | — | +0.34% | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.49% | — | -7.04% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | +0.24% | +17.12% | |
| 47 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | +67.21% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | +0.29% | +5.30% | |
| 49 | MU | Micron Technology INC | 株式-IT | 0.46% | -0.16% | +30.45% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -2.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico INC | +0.3% | +211.43% | 増加 |
| 2 | ACN | Accenture plc | +0.3% | +16.61% | 増加 |
| 3 | MA | Mastercard INC - A | +0.2% | +14.77% | 増加 |
| 4 | MELI | Mercadolibre INC | +0.2% | +352.80% | 増加 |
| 5 | EMR | Emerson Electric Co | +0.2% | +127.26% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.2% | +38.56% | 増加 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | -1.24% | 減少 |
| 8 | WM | Waste Management INC | +0.2% | +67.21% | 増加 |
| 9 | KEYS | Keysight Technologies In | +0.2% | +7.08% | 増加 |
| 10 | NVT | nVent Electric plc | +0.1% | NEW | 新規購入 |
| 11 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +873.95% | 増加 |
| 12 | SPGI | S&p Global INC | +0.1% | +11.82% | 増加 |
| 13 | HD | Home Depot INC | +0.1% | +17.12% | 増加 |
| 14 | PH | Parker Hannifin CORP | +0.1% | +377.81% | 増加 |
| 15 | UNH | Unitedhealth Group INC | +0.1% | -3.33% | 減少 |
| 16 | WSC | Willscot Holdings CORP | +0.1% | +229.18% | 増加 |
| 17 | ENTG | Entegris INC | +0.1% | +249.70% | 増加 |
| 18 | ELF | Elf Beauty INC | +0.1% | NEW | 新規購入 |
| 19 | TSLA | Tesla INC | +0.1% | +2.78% | 増加 |
| 20 | XYL | Xylem INC | +0.1% | +22.76% | 増加 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +10.72% | 増加 |
| 22 | WMT | Walmart INC | +0.1% | +0.35% | 増加 |
| 23 | GWW | Ww Grainger INC | +0.1% | +23.50% | 増加 |
| 24 | APH | Amphenol Corp-cl A | +0.1% | +38.46% | 増加 |
| 25 | LULU | Lululemon Athletica INC | +0.1% | +150.96% | 増加 |
| 26 | MSI | Motorola Solutions INC | +0.1% | — | 変化なし |
| 27 | BSY | Bentley Systems Inc-class B | +0.1% | +24.19% | 増加 |
| 28 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.73% | 減少 |
| 29 | ABBV | Abbvie INC | +0.1% | +0.32% | 増加 |
| 30 | ANETEUR | Arista Networks INC | 0% | +0.06% | 増加 |
| 31 | AVGO | Broadcom INC | -0.1% | +858.70% | 増加 |
| 32 | SMCIUSD | Super Micro Computer INC | -0.1% | EXIT | 全売却 |
| 33 | GM | General Motors Co | -0.1% | -47.35% | 減少 |
| 34 | CRWD | Crowdstrike Holdings INC - A | -0.1% | -62.41% | 減少 |
| 35 | ABNB | Airbnb Inc-class A | -0.1% | -24.90% | 減少 |
| 36 | SWKS | Skyworks Solutions INC | -0.1% | -31.39% | 減少 |
| 37 | NVDA | Nvidia CORP | -0.1% | +4.79% | 増加 |
| 38 | UCTT | Ultra Clean Holdings INC | -0.1% | -50.24% | 減少 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -23.16% | 減少 |
| 40 | QCOM | Qualcomm INC | -0.1% | -17.08% | 減少 |
| 41 | LLY | Eli Lilly & Co | -0.2% | -7.25% | 減少 |
| 42 | AMAT | Applied Materials INC | -0.2% | +2.63% | 増加 |
| 43 | AMZN | Amazon.com INC | -0.2% | +1.40% | 増加 |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | +0.62% | 増加 |
| 45 | LRCXEUR | Lam Research CORP | -0.3% | EXIT | 全売却 |
| 46 | MCK | Mckesson CORP | -0.4% | -24.68% | 減少 |
| 47 | CNC | Centene CORP | -0.4% | -46.70% | 減少 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.4% | -5.46% | 減少 |
| 49 | SNPS | Synopsys INC | -0.5% | -16.75% | 減少 |
| 50 | MSFT | Microsoft CORP | -0.6% | +0.36% | 増加 |