CIK: 0001286478
申告総資産額
$7.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 11.69% | -0.50% | +17.30% | |
| 2 | PM | Philip Morris International | 株式-生活必需品 | 7.71% | — | +211.38% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.16% | -1.12% | +56.39% | |
| 4 | KLAC | Kla CORP | 株式-IT | 5.60% | — | +62.19% | |
| 5 | IP | International Paper Co | 株式-一般消費財 | 5.48% | — | — | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 5.34% | -0.21% | +66.90% | |
| 7 | T | At&t INC | 株式-通信サービス | 5.33% | — | +88.31% | |
| 8 | ✓ | 株式-その他 | 5.08% | — | +69.49% | ||
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 5.05% | +0.29% | +96.03% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 5.01% | +0.46% | +77.20% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 5.01% | -0.16% | +76.67% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 4.96% | — | +69.77% | |
| 13 | BAX | Baxter International INC | 株式-ヘルスケア | 4.75% | — | +81.16% | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 4.69% | — | +77.91% | |
| 15 | TROW | T Rowe Price Group INC | 株式-金融 | 4.68% | — | +73.68% | |
| 16 | KO | The Coca-Cola Company | 株式-生活必需品 | 4.41% | — | +86.18% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.02% | +0.04% | -0.98% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 1.76% | — | — | |
| 19 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.27% | — | — | |
| 20 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.01% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PM | Philip Morris International | +3.3% | +211.38% | 増加 |
| 2 | T | At&t INC | +0.4% | +88.31% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +96.03% | 増加 |
| 4 | BAX | Baxter International INC | +0.1% | +81.16% | 増加 |
| 5 | CSCO | Cisco Systems INC | +0.1% | +76.67% | 増加 |
| 6 | KLAC | Kla CORP | 0% | +62.19% | 増加 |
| 7 | MSFT | Microsoft CORP | 0% | +56.39% | 増加 |
| 8 | KO | The Coca-Cola Company | -0.1% | +86.18% | 増加 |
| 9 | ABT | Abbott Laboratories | -0.2% | +66.90% | 増加 |
| 10 | MCD | Mcdonald's CORP | -0.2% | +77.91% | 増加 |
| 11 | ✓ | -0.3% | +69.49% | 増加 | |
| 12 | UPS | United Parcel Service-cl B | -0.4% | +69.77% | 増加 |
| 13 | TROW | T Rowe Price Group INC | -0.4% | +73.68% | 増加 |
| 14 | CVX | Chevron CORP | -0.4% | +77.20% | 増加 |
| 15 | PG | Procter & Gamble Co/the | -2.7% | -0.98% | 減少 |
| 16 | AAPL | Apple INC | -4.4% | +17.30% | 増加 |
| 17 | IP | International Paper Co | — | NEW | 新規購入 |
| 18 | RSG | Republic Services INC | — | EXIT | 全売却 |
| 19 | MO | Altria Group INC | — | NEW | 新規購入 |
| 20 | CL | Colgate-palmolive Co | — | NEW | 新規購入 |
| 21 | ODFL | Old Dominion Freight Line | — | NEW | 新規購入 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |