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 | NVDA | Nvidia CORP | 株式-IT | 5.59% | -0.17% | -27.29% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.21% | -0.08% | -8.59% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.01% | -0.77% | -1.02% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.94% | -0.14% | -8.05% | |
| 5 | ADBE | Adobe INC | 株式-IT | 2.92% | — | -14.53% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.86% | +0.40% | -23.49% | |
| 7 | AMD | Advanced Micro Devices | 株式-IT | 2.72% | — | -4.32% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.54% | -0.25% | +10.79% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.53% | — | -8.28% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.50% | +0.57% | +8.88% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.48% | -0.24% | -7.20% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.48% | -0.23% | -3.38% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 2.37% | -0.16% | -13.97% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 2.35% | — | -8.77% | |
| 15 | TMUS | T-mobile US INC | 株式-通信サービス | 2.34% | -0.83% | +12.61% | |
| 16 | ANETEUR | Arista Networks INC | 株式-その他 | 2.28% | — | -17.16% | |
| 17 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.25% | — | -1.46% | |
| 18 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.16% | -0.28% | +1152.23% | |
| 19 | CRL | Charles River Laboratories | 株式-ヘルスケア | 2.07% | — | +155.03% | |
| 20 | CRM | Salesforce INC | 株式-IT | 2.07% | -0.25% | +54.49% | |
| 21 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 1.98% | — | -10.04% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.93% | +0.46% | +43.19% | |
| 23 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.90% | — | -8.45% | |
| 24 | NOW | Servicenow INC | 株式-IT | 1.89% | -0.37% | -10.73% | |
| 25 | HAL | Halliburton Co | 株式-エネルギー | 1.88% | — | +178.17% | |
| 26 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.87% | — | -14.21% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 1.85% | -0.16% | -20.90% | |
| 28 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.82% | — | +15.45% | |
| 29 | USB | US Bancorp | 株式-金融 | 1.81% | — | +527.57% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.78% | — | -4.63% | |
| 31 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.72% | — | -5.23% | |
| 32 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.69% | -0.29% | -23.59% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 1.54% | — | -6.55% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.43% | — | +632.24% | |
| 35 | FTNT | Fortinet INC | 株式-IT | 1.39% | -0.35% | -21.88% | |
| 36 | SPGI | S&p Global INC | 株式-金融 | 1.29% | -0.91% | EXIT | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 1.11% | — | -3.40% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.09% | — | -3.88% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.95% | — | -2.64% | |
| 40 | ELF | Elf Beauty INC | 株式-生活必需品 | 0.93% | — | -1.44% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | +75.56% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.80% | — | -11.31% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | — | -45.69% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | +335.14% | |
| 45 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.66% | — | -28.53% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +4.92% | |
| 47 | CASY | Casey's General Stores INC | 株式-一般消費財 | 0.57% | +0.50% | — | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | +4.66% | |
| 49 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.55% | — | -14.90% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | — | -0.50% |