CIK: 0001962382
申告総資産額
$2.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 10.07% | -1.71% | +0.22% | |
| 2 | DHI | Dr Horton INC | 株式-一般消費財 | 8.95% | +0.06% | — | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 6.93% | -1.90% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 6.45% | -0.01% | -0.03% | |
| 5 | ETN | Eaton Corporation plc | 株式-資本財 | 5.51% | +0.92% | — | |
| 6 | J | Jacobs Solutions INC | 株式-資本財 | 5.30% | +0.12% | — | |
| 7 | ACN | Accenture plc | 株式-IT | 5.28% | -0.95% | — | |
| 8 | ORCL | Oracle CORP | 株式-IT | 4.85% | -1.01% | — | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 4.37% | +0.75% | +0.69% | |
| 10 | CMI | Cummins INC | 株式-資本財 | 3.66% | -1.44% | +0.88% | |
| 11 | PH | Parker Hannifin CORP | 株式-資本財 | 3.53% | -0.81% | +0.76% | |
| 12 | PAYX | Paychex INC | 株式-IT | 3.39% | -0.31% | +0.56% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 3.33% | +0.31% | — | |
| 14 | KNX | Knight-swift Transportation | 株式-資本財 | 3.32% | +0.37% | +0.11% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 3.00% | +2.91% | +0.84% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 2.96% | +0.01% | +0.05% | |
| 17 | DOV | Dover CORP | 株式-資本財 | 2.89% | +0.23% | +0.16% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 2.87% | -0.10% | — | |
| 19 | INTU | Intuit INC | 株式-IT | 2.81% | -0.45% | +0.33% | |
| 20 | APD | Air Products & Chemicals INC | 株式-素材 | 2.76% | +0.56% | — | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.67% | -0.24% | +0.13% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.80% | +0.15% | — | |
| 23 | GLW | Corning INC | 株式-IT | 1.18% | +0.13% | +0.27% | |
| 24 | DOX | Amdocs Limited | 株式-IT | 1.06% | -0.17% | — | |
| 25 | ARW | Arrow Electronics INC | 株式-IT | 1.05% | +0.30% | +0.44% |