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 | 6.92% | -0.17% | -18.83% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.91% | -0.77% | -1.38% | |
| 3 | AMD | Advanced Micro Devices | 株式-IT | 3.11% | — | -11.32% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.07% | -0.08% | -0.35% | |
| 5 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.91% | -0.28% | -5.20% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.66% | +0.40% | -3.66% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.23% | -1.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.53% | -0.14% | +0.55% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.45% | -0.25% | -5.89% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.30% | — | +3.62% | |
| 11 | ANETEUR | Arista Networks INC | 株式-その他 | 2.25% | — | -11.78% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.24% | -0.24% | -0.72% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.22% | — | +2.23% | |
| 14 | CRM | Salesforce INC | 株式-IT | 2.19% | -0.25% | -4.37% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 2.12% | -0.16% | -1.22% | |
| 16 | ADBE | Adobe INC | 株式-IT | 2.07% | — | -1.74% | |
| 17 | CRL | Charles River Laboratories | 株式-ヘルスケア | 2.04% | — | -1.05% | |
| 18 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.04% | — | +324.68% | |
| 19 | TMUS | T-mobile US INC | 株式-通信サービス | 2.03% | -0.83% | -0.87% | |
| 20 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.01% | — | +2.60% | |
| 21 | NOW | Servicenow INC | 株式-IT | 2.01% | -0.37% | +0.81% | |
| 22 | USB | US Bancorp | 株式-金融 | 1.93% | — | +7.82% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.93% | +0.57% | +8.86% | |
| 24 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.91% | — | +0.40% | |
| 25 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.71% | — | -0.57% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.70% | +0.46% | +6.81% | |
| 27 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.68% | -0.29% | -3.45% | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 1.60% | -0.16% | -4.99% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 1.57% | — | +151.87% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 1.56% | — | -0.30% | |
| 31 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.44% | — | -1.18% | |
| 32 | HAL | Halliburton Co | 株式-エネルギー | 1.41% | — | +8.38% | |
| 33 | ELF | Elf Beauty INC | 株式-生活必需品 | 1.37% | — | +10.73% | |
| 34 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 1.29% | — | -0.52% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.23% | — | -2.10% | |
| 36 | FTNT | Fortinet INC | 株式-IT | 1.18% | -0.35% | -0.04% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.15% | — | +9.57% | |
| 38 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.15% | — | +66.52% | |
| 39 | SPGI | S&p Global INC | 株式-金融 | 1.12% | -0.91% | EXIT | |
| 40 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.07% | +0.50% | +99.88% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 1.06% | — | +6.58% | |
| 42 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.97% | — | -4.29% | |
| 43 | CMI | Cummins INC | 株式-資本財 | 0.81% | — | +126.93% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | — | -1.55% | |
| 45 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.72% | — | -1.84% | |
| 46 | PSA | Public Storage | 株式-不動産 | 0.71% | -0.46% | +202.18% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | +7.37% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | — | +5.29% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.67% | — | -4.58% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +26.09% |