CIK: 0001005817
申告総資産額
$14.3億
上位200銘柄を表示中(全609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 | TMP | Tompkins Financial CORP | 株式-その他 | 13.65% | +0.36% | +397.78% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.08% | -0.08% | +2.43% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.41% | — | +20.60% | |
| 4 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 3.55% | — | +2.31% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.91% | -0.01% | +0.97% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.74% | -0.92% | +3.88% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.66% | +0.26% | +0.82% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | -0.67% | +11.75% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.52% | -0.61% | +13.83% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.46% | -0.17% | +37.90% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.45% | -0.29% | +17.23% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.42% | +0.40% | +5.97% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | +0.09% | +4.09% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.06% | +8.19% | |
| 15 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.32% | — | +2.05% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | -0.05% | +8.33% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.29% | — | +32.81% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | -0.22% | +10.66% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.01% | +8.62% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.25% | — | -5.42% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | -0.26% | +2.77% | |
| 22 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | +5.44% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.20% | — | +0.79% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +246.99% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.08% | -0.93% | EXIT | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.08% | +0.07% | -0.57% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | +10.40% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | — | +8.92% | |
| 29 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.02% | — | +3.52% | |
| 30 | PSA | Public Storage | 株式-不動産 | 0.99% | +0.01% | +1.62% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.99% | — | +3.56% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.99% | — | +4.73% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.99% | — | +1.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | +0.48% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | +6.82% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.92% | — | -12.21% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.91% | — | +0.74% | |
| 38 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.89% | — | -16.08% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +186.14% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.81% | +0.01% | +307.25% | |
| 41 | AWK | American Water Works Co INC | 株式-公益事業 | 0.81% | — | +2.99% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.81% | — | +2.40% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | -0.21% | -4.15% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.78% | — | +4.91% | |
| 45 | PGX | Invesco Preferred ETF | ETF-その他 | 0.74% | — | +4.09% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.72% | — | +4.42% | |
| 47 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.71% | — | +9.83% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.69% | — | +5.14% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.11% | +3.74% | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.60% | -0.16% | +4.74% |