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 | 7.42% | -0.17% | -3.81% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.71% | -0.08% | -1.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -0.77% | -0.29% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | -0.23% | +5.37% | |
| 5 | ANETEUR | Arista Networks INC | 株式-その他 | 2.69% | — | -5.69% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.59% | +0.40% | -5.30% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.57% | -0.14% | +2.15% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.46% | — | +4.45% | |
| 9 | AMD | Advanced Micro Devices | 株式-IT | 2.46% | — | +0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | -0.25% | -0.18% | |
| 11 | TMUS | T-mobile US INC | 株式-通信サービス | 2.26% | -0.83% | -4.33% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.24% | — | +1.35% | |
| 13 | NOW | Servicenow INC | 株式-IT | 2.19% | -0.37% | -0.30% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.18% | -0.16% | +2.34% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 2.15% | -0.24% | +2.61% | |
| 16 | COO | The Cooper Companies, Inc. | 株式-ヘルスケア | 2.10% | — | -2.37% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 2.06% | -0.28% | +9.43% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 2.00% | +0.57% | +17.07% | |
| 19 | ADBE | Adobe INC | 株式-IT | 1.98% | — | -0.48% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.94% | — | +2.55% | |
| 21 | PANW | Palo Alto Networks INC | 株式-IT | 1.89% | -0.16% | +10.58% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.87% | -0.25% | +2.03% | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 1.85% | — | +11.68% | |
| 24 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.84% | — | +1.70% | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.81% | -0.29% | -3.65% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.78% | +0.46% | +5.94% | |
| 27 | GE | General Electric | 株式-資本財 | 1.69% | -0.24% | +50.38% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 1.68% | — | -2.17% | |
| 29 | CMI | Cummins INC | 株式-資本財 | 1.54% | — | +65.12% | |
| 30 | CASY | Casey's General Stores INC | 株式-一般消費財 | 1.50% | +0.50% | +1.30% | |
| 31 | URI | United Rentals INC | 株式-資本財 | 1.41% | — | +7.36% | |
| 32 | ✓ | Meta Platforms, Inc. | 株式-その他 | 1.38% | +2.19% | NEW | |
| 33 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.35% | — | +1.63% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.33% | — | +30.48% | |
| 35 | SPGI | S&p Global INC | 株式-金融 | 1.31% | -0.91% | EXIT | |
| 36 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.30% | — | +43.19% | |
| 37 | ELF | Elf Beauty INC | 株式-生活必需品 | 1.20% | — | +41.21% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.16% | — | +122.84% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 1.12% | — | +39.63% | |
| 40 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.09% | — | +52.82% | |
| 41 | CDNS | Cadence Design Sys INC | 株式-IT | 0.99% | -1.18% | EXIT | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | -0.60% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.98% | — | +4.58% | |
| 44 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.97% | -0.22% | EXIT | |
| 45 | SNOW | Snowflake INC | 株式-IT | 0.95% | -0.26% | -1.70% | |
| 46 | PSA | Public Storage | 株式-不動産 | 0.87% | -0.46% | -0.57% | |
| 47 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.84% | — | -11.70% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.69% | — | +56.31% | |
| 49 | FTNT | Fortinet INC | 株式-IT | 0.69% | -0.35% | -21.44% | |
| 50 | MRVL | Marvell Technology INC | 株式-IT | 0.64% | -0.62% | EXIT |