CIK: 0001841015
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 | AAPL | Apple INC | 株式-IT | 4.74% | -0.08% | -4.19% | |
| 2 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.03% | +0.40% | -2.97% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.74% | -0.77% | -1.72% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.51% | — | -1.43% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.22% | -0.17% | -1.18% | |
| 6 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.98% | — | -2.84% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.83% | — | -0.58% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.76% | -0.14% | +1895.00% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.23% | -0.96% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.60% | -0.24% | -1.80% | |
| 11 | AMD | Advanced Micro Devices | 株式-IT | 2.43% | — | -2.74% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 2.43% | -0.16% | -2.52% | |
| 13 | ANETEUR | Arista Networks INC | 株式-その他 | 2.36% | — | -1.06% | |
| 14 | TMUS | T-mobile US INC | 株式-通信サービス | 2.33% | -0.83% | +21.24% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 2.32% | +0.57% | +69.94% | |
| 16 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.22% | — | -1.82% | |
| 17 | ADBE | Adobe INC | 株式-IT | 2.18% | — | -1.15% | |
| 18 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.12% | — | -0.42% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.99% | — | +5.38% | |
| 20 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.98% | — | -1.24% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.25% | -1.47% | |
| 22 | FTNT | Fortinet INC | 株式-IT | 1.97% | -0.35% | -0.26% | |
| 23 | PANW | Palo Alto Networks INC | 株式-IT | 1.87% | -0.16% | +202.13% | |
| 24 | NOW | Servicenow INC | 株式-IT | 1.78% | -0.37% | -1.67% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.77% | -0.25% | -1.61% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.77% | — | -1.47% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.76% | — | -1.60% | |
| 28 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.73% | -0.29% | -1.16% | |
| 29 | MOS | The Mosaic Company | 株式-素材 | 1.62% | — | +49.07% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.50% | +0.46% | -0.31% | |
| 31 | SYK | Stryker CORP | 株式-ヘルスケア | 1.48% | — | -3.09% | |
| 32 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.42% | — | -1.01% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 1.39% | — | +1.31% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 1.36% | -0.91% | EXIT | |
| 35 | KEY | Keycorp | 株式-金融 | 1.21% | — | +3.24% | |
| 36 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.07% | — | — | |
| 37 | BG | Bunge Global SA | 株式-生活必需品 | 1.02% | — | -3.71% | |
| 38 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.01% | — | -1.44% | |
| 39 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.96% | — | -2.25% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.86% | — | -4.65% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.86% | — | -2.36% | |
| 42 | MUSA | Murphy USA INC | 株式-一般消費財 | 0.74% | — | — | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | — | -1.80% | |
| 44 | KR | Kroger Co | 株式-生活必需品 | 0.65% | — | — | |
| 45 | HAL | Halliburton Co | 株式-エネルギー | 0.65% | — | +58.23% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | +407.93% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | -4.22% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | +1922.16% | |
| 49 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.55% | — | +1.78% | |
| 50 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.54% | — | — |