CIK: 0001803988
申告総資産額
$1.9億
| # | 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 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 13.25% | -0.44% | +0.90% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.22% | -0.86% | -0.74% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.15% | -0.09% | +6.37% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.85% | +0.11% | +7.17% | |
| 5 | LMT | Lockheed Martin CORP | 株式-資本財 | 4.21% | -1.09% | -0.90% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.14% | +0.19% | -0.41% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.13% | -1.65% | -0.34% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.08% | +0.56% | +0.06% | |
| 9 | RTX | Rtx CORP | 株式-資本財 | 4.07% | -0.65% | +0.24% | |
| 10 | MCHP | Microchip Technology INC | 株式-IT | 3.63% | — | +4.68% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.55% | -0.38% | +3.74% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.37% | — | -0.90% | |
| 13 | EMR | Emerson Electric Co | 株式-資本財 | 3.22% | -0.13% | EXIT | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.92% | -1.25% | EXIT | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.90% | — | +0.88% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 2.82% | — | -3.03% | |
| 17 | ADBE | Adobe INC | 株式-IT | 2.77% | — | +0.54% | |
| 18 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.62% | — | +1.00% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 2.61% | — | +1.14% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 2.57% | +0.59% | +0.77% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.36% | -0.28% | +2.91% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.36% | -0.24% | +1.38% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.26% | +0.73% | — | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.12% | +0.60% | +1.57% | |
| 25 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.78% | — | +8.45% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.55% | +0.04% | +4.97% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.46% | -0.09% | +59.80% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | -0.05% | +8.04% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.34% | -0.04% | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +61.55% | |
| 31 | GE | General Electric | 株式-資本財 | 0.28% | +0.06% | -5.42% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 0.28% | +0.30% | -4.09% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.27% | — | +97.85% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | -0.04% | +14.61% | |
| 35 | KKR | Kkr & Co INC | 株式-金融 | 0.23% | — | — | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.23% | +0.12% | +65.52% | |
| 37 | EVRG | Evergy INC | 株式-公益事業 | 0.23% | +0.05% | -0.47% | |
| 38 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.21% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | +0.05% | -0.46% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.20% | — | — | |
| 41 | DHI | Dr Horton INC | 株式-一般消費財 | 0.19% | +0.02% | — | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | -0.08% | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.16% | -0.05% | — | |
| 44 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.16% | -0.04% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | +0.05% | — | |
| 46 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.13% | — | — | |
| 47 | MGPI | Mgp Ingredients INC | 株式-その他 | 0.13% | — | — | |
| 48 | CME | Cme Group INC | 株式-金融 | 0.12% | -0.06% | — | |
| 49 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.12% | — | — | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.12% | — | +0.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +2.3% | NEW | 新規購入 |
| 2 | LMT | Lockheed Martin CORP | +0.6% | -0.90% | 減少 |
| 3 | LOW | Lowe's Cos INC | +0.6% | +3.74% | 増加 |
| 4 | AAPL | Apple INC | +0.5% | +7.17% | 増加 |
| 5 | RTX | Rtx CORP | +0.5% | +0.24% | 増加 |
| 6 | NKE | Nike INC -cl B | +0.4% | +6.12% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.74% | 減少 |
| 8 | AMGN | Amgen INC | +0.2% | NEW | 新規購入 |
| 9 | DHI | Dr Horton INC | +0.2% | NEW | 新規購入 |
| 10 | VEEV | Veeva Systems Inc-class A | +0.2% | +1.00% | 増加 |
| 11 | WMT | Walmart INC | +0.2% | NEW | 新規購入 |
| 12 | PEP | Pepsico INC | +0.2% | +59.80% | 増加 |
| 13 | DHR | Danaher CORP | +0.1% | +97.85% | 増加 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新規購入 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +61.55% | 増加 |
| 16 | ELV | Elevance Health INC | +0.1% | NEW | 新規購入 |
| 17 | ETN | Eaton Corporation plc | +0.1% | NEW | 新規購入 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新規購入 |
| 19 | CAT | Caterpillar INC | +0.1% | +65.52% | 増加 |
| 20 | BX | Blackstone INC | +0.1% | NEW | 新規購入 |
| 21 | TXN | Texas Instruments INC | +0.1% | NEW | 新規購入 |
| 22 | ITW | Illinois Tool Works | +0.1% | NEW | 新規購入 |
| 23 | AVGO | Broadcom INC | +0.1% | NEW | 新規購入 |
| 24 | CL | Colgate-palmolive Co | +0.1% | +8.45% | 増加 |
| 25 | UNP | Union Pacific CORP | 0% | +4.97% | 増加 |
| 26 | HD | Home Depot INC | 0% | +14.61% | 増加 |
| 27 | KKR | Kkr & Co INC | 0% | — | 変化なし |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 29 | EVRG | Evergy INC | 0% | -0.47% | 減少 |
| 30 | ORCL | Oracle CORP | 0% | — | 変化なし |
| 31 | CBOE | Cboe Global Markets INC | 0% | — | 変化なし |
| 32 | BKNG | Booking Holdings INC | 0% | +1.57% | 増加 |
| 33 | GE | General Electric | 0% | -5.42% | 減少 |
| 34 | ABBV | Abbvie INC | 0% | -0.46% | 減少 |
| 35 | CRM | Salesforce INC | — | +0.88% | 増加 |
| 36 | V | Visa Inc-class A Shares | -0.1% | +0.77% | 増加 |
| 37 | AMAT | Applied Materials INC | -0.1% | -4.09% | 減少 |
| 38 | COST | Costco Wholesale CORP | -0.1% | -0.90% | 減少 |
| 39 | VZ | Verizon Communications INC | -0.2% | EXIT | 全売却 |
| 40 | EMR | Emerson Electric Co | -0.2% | +1.71% | 増加 |
| 41 | XOM | Exxon Mobil CORP | -0.3% | -0.34% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.3% | +6.37% | 増加 |
| 43 | HON | Honeywell International INC | -0.3% | +1.14% | 増加 |
| 44 | MRK | Merck & Co. INC. | -0.4% | +1.38% | 増加 |
| 45 | ADBE | Adobe INC | -0.4% | +0.54% | 増加 |
| 46 | AMZN | Amazon.com INC | -0.5% | -0.41% | 減少 |
| 47 | TCHP | T Rowe Price Blue Chip Growt | -0.6% | +0.90% | 増加 |
| 48 | MCHP | Microchip Technology INC | -0.6% | +4.68% | 増加 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | +0.06% | 増加 |
| 50 | ROP | Roper Technologies INC | -2.2% | EXIT | 全売却 |