CIK: 0001718570
申告総資産額
$36.9億
上位200銘柄を表示中（全227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 | 16.36% | -2.17% | +0.03% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 12.64% | +0.93% | +1.12% | |
| 3 | AMAT | Applied Materials INC | 株式-IT | 10.30% | — | +124.23% | |
| 4 | ADBE | Adobe INC | 株式-IT | 7.28% | -0.15% | -4.37% | |
| 5 | EBAY | Ebay INC | 株式-一般消費財 | 7.05% | — | -0.25% | |
| 6 | APD | Air Products & Chemicals INC | 株式-素材 | 6.46% | — | — | |
| 7 | CERNCHF | Cerner CORP | 株式-その他 | 6.00% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.72% | +0.25% | -5.81% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.65% | +0.11% | -4.53% | |
| 10 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.13% | -0.12% | +9.03% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.74% | — | -6.23% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.64% | — | -9.60% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | +0.19% | -2.98% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 1.39% | — | +28.72% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | +0.71% | +11.30% | |
| 16 | SSNC | Ss&c Technologies Holdings | 株式-IT | 1.06% | — | — | |
| 17 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.02% | -0.08% | -15.94% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 0.88% | +0.28% | — | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.86% | — | — | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.84% | — | +6.83% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | +0.16% | -5.38% | |
| 22 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.70% | — | +3.56% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | -0.70% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +6.94% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | +5.97% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -1.62% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | +0.05% | +9.74% | |
| 28 | OTEX | Open Text CORP | 株式-その他 | 0.56% | — | — | |
| 29 | EA | Electronic Arts INC | 株式-通信サービス | 0.55% | — | +16.18% | |
| 30 | INGR | Ingredion INC | 株式-生活必需品 | 0.54% | — | — | |
| 31 | C | Citigroup INC | 株式-金融 | 0.50% | +0.02% | +0.81% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.48% | — | -13.42% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.41% | — | -1.32% | |
| 34 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 0.32% | — | — | |
| 35 | T | At&t INC | 株式-通信サービス | 0.27% | — | -1.74% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.26% | — | -3.24% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | -0.21% | EXIT | |
| 38 | FISV | Fiserv INC | 株式-その他 | 0.23% | — | -7.94% | |
| 39 | CARR | Carrier Global CORP | 株式-資本財 | 0.23% | — | — | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.23% | — | +15.58% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.22% | — | +4.23% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.22% | — | -8.74% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.21% | — | +2.38% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.20% | — | +4.96% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.19% | — | -3.61% | |
| 46 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.19% | — | — | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.17% | — | — | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.17% | — | +1.91% | |
| 49 | NTR | Nutrien LTD | 株式-素材 | 0.16% | — | -8.79% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.16% | — | +13.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | +6.1% | +124.23% | 増加 |
| 2 | CVX | Chevron CORP | 0% | +22.69% | 増加 |
| 3 | MO | Altria Group INC | 0% | +4.23% | 増加 |
| 4 | PM | Philip Morris International | 0% | +28.72% | 増加 |
| 5 | KKR | Kkr & Co INC | 0% | — | 変化なし |
| 6 | JPM | Jpmorgan Chase & Co | 0% | +9.74% | 増加 |
| 7 | PYPL | Paypal Holdings INC | 0% | +15.58% | 増加 |
| 8 | C | Citigroup INC | -0.1% | +0.81% | 増加 |
| 9 | CL | Colgate-palmolive Co | -0.1% | -8.74% | 減少 |
| 10 | EA | Electronic Arts INC | -0.2% | +16.18% | 増加 |
| 11 | MCD | Mcdonald's CORP | -0.2% | +6.94% | 増加 |
| 12 | PEP | Pepsico INC | -0.2% | -1.32% | 減少 |
| 13 | META | Meta Platforms Inc-class A | -0.2% | +11.30% | 増加 |
| 14 | SBUX | Starbucks CORP | -0.2% | +6.83% | 増加 |
| 15 | ATVIEUR | Activision Blizzard INC | -0.3% | +3.56% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.38% | 減少 |
| 17 | HON | Honeywell International INC | -0.3% | -13.42% | 減少 |
| 18 | GOOG | Alphabet Inc-cl C | -0.3% | -2.98% | 減少 |
| 19 | CSCO | Cisco Systems INC | -0.6% | -9.60% | 減少 |
| 20 | BKNG | Booking Holdings INC | -0.6% | -15.94% | 減少 |
| 21 | BDX | Becton Dickinson And Co | -0.7% | +9.03% | 増加 |
| 22 | AAPL | Apple INC | -1.1% | -6.23% | 減少 |
| 23 | EBAY | Ebay INC | -1.1% | -0.25% | 減少 |
| 24 | MA | Mastercard INC - A | -1.3% | -4.53% | 減少 |
| 25 | AMZN | Amazon.com INC | -1.6% | -5.81% | 減少 |
| 26 | GOOGL | Alphabet Inc-cl A | -2.3% | +1.12% | 増加 |
| 27 | ADBE | Adobe INC | -4% | -4.37% | 減少 |
| 28 | MSFT | Microsoft CORP | -5.4% | +0.03% | 増加 |
| 29 | APD | Air Products & Chemicals INC | — | NEW | 新規購入 |
| 30 | CERNCHF | Cerner CORP | — | NEW | 新規購入 |
| 31 | SSNC | Ss&c Technologies Holdings | — | NEW | 新規購入 |
| 32 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 33 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 34 | OTEX | Open Text CORP | — | NEW | 新規購入 |
| 35 | INGR | Ingredion INC | — | NEW | 新規購入 |
| 36 | VLO | Valero Energy CORP | — | EXIT | 全売却 |
| 37 | SONY | Sony Group CORP - Sp Adr | — | NEW | 新規購入 |
| 38 | MMM | 3m Co | — | EXIT | 全売却 |
| 39 | CARR | Carrier Global CORP | — | NEW | 新規購入 |
| 40 | EL | Estee Lauder Companies-cl A | — | NEW | 新規購入 |
| 41 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 42 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 44 | OTIS | Otis Worldwide CORP | — | NEW | 新規購入 |
| 45 | MSTR | Strategy INC | — | NEW | 新規購入 |
| 46 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 48 | EMQQ | Emg Mkt Internet Etf-usa INC | — | NEW | 新規購入 |
| 49 | NOVEUR | National Oilwell Varco INC | — | EXIT | 全売却 |
| 50 | NOV | Nov INC | — | NEW | 新規購入 |