CIK: 0000884535
申告総資産額
$7.3億
| # | 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 | CGNX | Cognex CORP | 株式-IT | 5.08% | +0.77% | -9.70% | |
| 2 | TIFEUR | Tiffany & Co | 株式-その他 | 4.94% | +0.69% | -3.87% | |
| 3 | ADI | Analog Devices INC | 株式-IT | 4.16% | +0.39% | -3.96% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.16% | -0.12% | -2.53% | |
| 5 | NEOG | Neogen CORP | 株式-ヘルスケア | 4.07% | — | -5.40% | |
| 6 | BIIB | Biogen INC | 株式-ヘルスケア | 3.92% | -0.94% | -5.68% | |
| 7 | BF-B | Brown-forman Corp-class B | 株式-その他 | 3.54% | -0.07% | -4.10% | |
| 8 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 3.48% | +0.30% | -3.88% | |
| 9 | RTN1USD | Raytheon Company | 株式-その他 | 3.38% | +0.26% | -3.41% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 3.33% | +0.25% | -2.03% | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 3.30% | +0.60% | -4.60% | |
| 12 | ✓ | 3m Company | 株式-その他 | 3.11% | -0.08% | -4.86% | |
| 13 | DXCM | Dexcom INC | 株式-ヘルスケア | 2.80% | -0.55% | -3.41% | |
| 14 | SLB | Slb LTD | 株式-エネルギー | 2.72% | — | -5.84% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 2.70% | +0.57% | -5.66% | |
| 16 | HSIC | Henry Schein INC | 株式-ヘルスケア | 2.65% | -0.43% | -3.83% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.57% | +0.04% | +2.41% | |
| 18 | GWW | Ww Grainger INC | 株式-資本財 | 2.31% | — | -11.21% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 2.16% | -0.29% | -3.27% | |
| 20 | PODD | Insulet CORP | 株式-ヘルスケア | 2.03% | +0.28% | -4.90% | |
| 21 | INGN | Inogen INC | 株式-その他 | 1.99% | -0.85% | -5.14% | |
| 22 | ROST | Ross Stores INC | 株式-一般消費財 | 1.97% | +0.02% | -1.89% | |
| 23 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 1.76% | — | -0.83% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.62% | — | -2.68% | |
| 25 | ABMDEUR | Abiomed INC | 株式-その他 | 1.62% | -0.75% | -2.44% | |
| 26 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.58% | +0.29% | -6.32% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.54% | — | -2.80% | |
| 28 | ITW | Illinois Tool Works | 株式-資本財 | 1.51% | +0.03% | -5.34% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.46% | -1.56% | EXIT | |
| 30 | STT | State Street CORP | 株式-金融 | 1.37% | — | -7.26% | |
| 31 | TRMB | Trimble INC | 株式-IT | 1.33% | +0.05% | -10.17% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 1.13% | — | -36.03% | |
| 33 | WSM | Williams-sonoma INC | 株式-一般消費財 | 1.13% | — | -36.65% | |
| 34 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 1.05% | — | -0.69% | |
| 35 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.91% | — | -15.47% | |
| 36 | FTV | Fortive CORP | 株式-IT | 0.86% | — | -12.64% | |
| 37 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.82% | — | -6.38% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.63% | +0.11% | — | |
| 39 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.57% | -0.01% | -9.43% | |
| 40 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.47% | — | -5.31% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.46% | — | -5.34% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | -0.02% | -4.91% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.45% | — | -8.33% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.44% | — | -9.56% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.02% | — | |
| 46 | ✓ | Rockwell Automation Inc. | 株式-その他 | 0.41% | +0.02% | -0.21% | |
| 47 | ✓ | Dow Chemical | 株式-その他 | 0.39% | -0.11% | -18.59% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -0.69% | |
| 49 | SYY | Sysco CORP | 株式-生活必需品 | 0.33% | — | -11.48% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CGNX | Cognex CORP | +0.7% | -9.70% | 減少 |
| 2 | NEOG | Neogen CORP | +0.7% | -5.40% | 減少 |
| 3 | ADI | Analog Devices INC | +0.6% | -3.96% | 減少 |
| 4 | TIFEUR | Tiffany & Co | +0.5% | -3.87% | 減少 |
| 5 | INGN | Inogen INC | +0.3% | -5.14% | 減少 |
| 6 | AEP | American Electric Power Company, Inc. | +0.2% | -2.68% | 減少 |
| 7 | ROK | Rockwell Automation, Inc. | +0.2% | -0.69% | 減少 |
| 8 | HON | Honeywell International INC | +0.2% | -2.03% | 減少 |
| 9 | STT | State Street CORP | +0.1% | -7.26% | 減少 |
| 10 | ✓ | 3m Company | +0.1% | -4.86% | 減少 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -2.53% | 減少 |
| 12 | MA | Mastercard INC - A | +0.1% | -5.66% | 減少 |
| 13 | ✓ | Rockwell Automation Inc. | +0.1% | -0.21% | 減少 |
| 14 | DHR | Danaher CORP | +0.1% | -4.60% | 減少 |
| 15 | XRAY | DENTSPLY SIRONA Inc. | +0.1% | -0.83% | 減少 |
| 16 | ITW | Illinois Tool Works | +0.1% | -5.34% | 減少 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +29.69% | 増加 |
| 18 | TRMB | Trimble INC | 0% | -10.17% | 減少 |
| 19 | MTD | Mettler-toledo International | 0% | -6.32% | 減少 |
| 20 | FTV | Fortive CORP | 0% | -12.64% | 減少 |
| 21 | SO | Southern Co/the | 0% | -5.34% | 減少 |
| 22 | ✓ | Dow Chemical | 0% | -18.59% | 減少 |
| 23 | ABBV | Abbvie INC | 0% | -7.85% | 減少 |
| 24 | OXY | Occidental Petroleum CORP | 0% | -6.38% | 減少 |
| 25 | COP | Conocophillips | 0% | -27.01% | 減少 |
| 26 | CL | Colgate-palmolive Co | 0% | — | 変化なし |
| 27 | GWW | Ww Grainger INC | 0% | -11.21% | 減少 |
| 28 | GIS | General Mills INC | 0% | -9.56% | 減少 |
| 29 | IP | International Paper Co | 0% | -54.69% | 減少 |
| 30 | MRK | Merck & Co., Inc. | -0.1% | -9.43% | 減少 |
| 31 | PAYX | Paychex INC | -0.1% | -29.73% | 減少 |
| 32 | FEZ | State Street Spdr Euro Stoxx | -0.1% | -15.47% | 減少 |
| 33 | BF-B | Brown-forman Corp-class B | -0.1% | -4.10% | 減少 |
| 34 | UL | Unilever PLC | -0.1% | -8.33% | 減少 |
| 35 | KMB | Kimberly-clark CORP | -0.1% | -2.80% | 減少 |
| 36 | HSIC | Henry Schein INC | -0.1% | -3.83% | 減少 |
| 37 | PODD | Insulet CORP | -0.1% | -4.90% | 減少 |
| 38 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +2.41% | 増加 |
| 39 | ABMDEUR | Abiomed INC | -0.1% | -2.44% | 減少 |
| 40 | WFC | Wells Fargo & Co | -0.2% | -36.03% | 減少 |
| 41 | AMGN | Amgen INC | -0.2% | -3.27% | 減少 |
| 42 | TV | Grupo Televisa Sa-spon Adr | -0.2% | -52.05% | 減少 |
| 43 | BIIB | Biogen INC | -0.3% | -5.68% | 減少 |
| 44 | WSM | Williams-sonoma INC | -0.6% | -36.65% | 減少 |
| 45 | DXCM | Dexcom INC | -1.2% | -3.41% | 減少 |
| 46 | ✓ | Cepheid | — | EXIT | 全売却 |
| 47 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 48 | ✓ | Apple Computer Inc | — | EXIT | 全売却 |
| 49 | IVE | Ishares S&p 500 Value ETF | — | NEW | 新規購入 |
| 50 | NSC | Norfolk Southern CORP | — | NEW | 新規購入 |