CIK: 0001775889
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 | MSFT | Microsoft CORP | 株式-IT | 8.39% | +0.08% | -6.91% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.68% | +1.72% | -11.52% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.61% | -0.22% | -5.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.46% | -0.14% | -7.57% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 3.15% | -0.49% | -7.04% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 3.09% | -0.41% | -10.00% | |
| 7 | AMT | American Tower CORP | 株式-不動産 | 3.06% | +0.01% | -15.45% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.01% | +0.17% | -0.38% | |
| 9 | ZTS | Zoetis INC | 株式-ヘルスケア | 2.72% | -0.40% | -20.92% | |
| 10 | YUM | Yum! Brands INC | 株式-一般消費財 | 2.68% | — | -0.54% | |
| 11 | ADBE | Adobe INC | 株式-IT | 2.66% | -0.45% | +47.20% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 2.66% | -0.24% | -17.46% | |
| 13 | EQIX | Equinix INC | 株式-不動産 | 2.47% | -0.39% | -8.29% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.40% | -0.17% | -11.94% | |
| 15 | HXL | Hexcel CORP | 株式-資本財 | 2.31% | — | -6.04% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 2.28% | -0.13% | -3.16% | |
| 17 | APH | Amphenol Corp-cl A | 株式-IT | 2.21% | -0.11% | -6.56% | |
| 18 | CRM | Salesforce INC | 株式-IT | 2.16% | -0.27% | -2.33% | |
| 19 | ACN | Accenture plc | 株式-IT | 2.13% | -0.16% | -9.73% | |
| 20 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.10% | +0.31% | +3.15% | |
| 21 | ECL | Ecolab INC | 株式-素材 | 2.00% | +0.08% | -7.66% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.94% | -0.37% | -9.85% | |
| 23 | PYPL | Paypal Holdings INC | 株式-金融 | 1.92% | -0.23% | -10.00% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.90% | — | -25.55% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.90% | -0.57% | +20.17% | |
| 26 | FIS | Fidelity National Info Serv | 株式-IT | 1.80% | -0.10% | -4.53% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | +0.89% | -17.79% | |
| 28 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.71% | +0.31% | -9.76% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | -30.69% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.50% | -1.25% | EXIT | |
| 31 | WDAY | Workday Inc-class A | 株式-IT | 1.46% | — | -6.31% | |
| 32 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.43% | -0.27% | -4.88% | |
| 33 | ✓ | 株式-その他 | 1.31% | — | -4.73% | ||
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | -0.24% | -23.87% | |
| 35 | C | Citigroup INC | 株式-金融 | 1.28% | — | -26.82% | |
| 36 | TEL | TE Connectivity plc | 株式-IT | 1.27% | — | +1.44% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 1.25% | -0.25% | -6.68% | |
| 38 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 1.23% | +0.05% | -3.73% | |
| 39 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.22% | +0.03% | -3.05% | |
| 40 | CERNCHF | Cerner CORP | 株式-その他 | 1.16% | — | -7.04% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 1.06% | +0.01% | -3.92% | |
| 42 | SLB | Slb LTD | 株式-エネルギー | 0.93% | — | -8.02% | |
| 43 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.93% | +0.25% | -9.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ADBE | Adobe INC | +0.9% | +47.20% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | -7.57% | 減少 |
| 3 | PEP | Pepsico INC | +0.5% | +20.17% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -11.52% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.5% | -6.91% | 減少 |
| 6 | EL | Estee Lauder Companies-cl A | +0.4% | +3.15% | 増加 |
| 7 | EQIX | Equinix INC | +0.3% | -8.29% | 減少 |
| 8 | YUM | Yum! Brands INC | +0.3% | -0.54% | 減少 |
| 9 | WST | West Pharmaceutical Services | +0.2% | -4.88% | 減少 |
| 10 | FIS | Fidelity National Info Serv | +0.2% | -4.53% | 減少 |
| 11 | NKE | Nike INC -cl B | +0.2% | -9.85% | 減少 |
| 12 | DHR | Danaher CORP | +0.2% | -3.16% | 減少 |
| 13 | COST | Costco Wholesale CORP | +0.1% | -11.94% | 減少 |
| 14 | HXL | Hexcel CORP | +0.1% | -6.04% | 減少 |
| 15 | CRM | Salesforce INC | +0.1% | -2.33% | 減少 |
| 16 | TEL | TE Connectivity plc | +0.1% | +1.44% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.1% | -6.68% | 減少 |
| 18 | APH | Amphenol Corp-cl A | +0.1% | -6.56% | 減少 |
| 19 | ACN | Accenture plc | +0.1% | -9.73% | 減少 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | -5.15% | 減少 |
| 21 | ✓ | +0.1% | -4.73% | 減少 | |
| 22 | MA | Mastercard INC - A | +0.1% | -10.00% | 減少 |
| 23 | V | Visa Inc-class A Shares | 0% | -7.04% | 減少 |
| 24 | ECL | Ecolab INC | 0% | -7.66% | 減少 |
| 25 | META | Meta Platforms Inc-class A | 0% | -0.38% | 減少 |
| 26 | AMT | American Tower CORP | 0% | -15.45% | 減少 |
| 27 | ICLR | ICON Public Limited Company | 0% | -3.73% | 減少 |
| 28 | CERNCHF | Cerner CORP | -0.1% | -7.04% | 減少 |
| 29 | CNI | Canadian Natl Railway Co | -0.1% | -9.76% | 減少 |
| 30 | COO | The Cooper Companies, Inc. | -0.1% | -3.05% | 減少 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | -17.79% | 減少 |
| 32 | ZTS | Zoetis INC | -0.1% | -20.92% | 減少 |
| 33 | SLB | Slb LTD | -0.1% | -8.02% | 減少 |
| 34 | IFF | Intl Flavors & Fragrances | -0.2% | -9.48% | 減少 |
| 35 | PYPL | Paypal Holdings INC | -0.2% | -10.00% | 減少 |
| 36 | AMZN | Amazon.com INC | -0.3% | -5.11% | 減少 |
| 37 | WDAY | Workday Inc-class A | -0.3% | -6.31% | 減少 |
| 38 | SBUX | Starbucks CORP | -0.3% | -25.55% | 減少 |
| 39 | NFLX | Netflix INC | -0.3% | -3.92% | 減少 |
| 40 | C | Citigroup INC | -0.3% | -26.82% | 減少 |
| 41 | HON | Honeywell International INC | -0.4% | -17.46% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.4% | -23.87% | 減少 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | -30.69% | 減少 |
| 44 | PTC | Ptc INC | — | EXIT | 全売却 |
| 45 | CELG | Celgene CORP | — | EXIT | 全売却 |