CIK: 0000859804
申告総資産額
$4.8億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 8.82% | -0.75% | -2.48% | |
| 2 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 8.64% | -0.33% | -2.53% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 8.48% | -1.45% | -2.32% | |
| 4 | AAPL | Apple INC | 株式-IT | 7.70% | -0.18% | -2.71% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 6.81% | -0.53% | -2.32% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 6.80% | — | -2.11% | |
| 7 | PYPL | Paypal Holdings INC | 株式-金融 | 6.52% | -2.35% | EXIT | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 5.73% | -1.35% | -2.33% | |
| 9 | TSCO | Tractor Supply Company | 株式-一般消費財 | 5.44% | -0.22% | -2.02% | |
| 10 | CPRT | Copart INC | 株式-資本財 | 5.29% | -0.38% | -2.09% | |
| 11 | MSI | Motorola Solutions INC | 株式-IT | 5.08% | +0.96% | -24.88% | |
| 12 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 4.74% | -0.05% | +44.40% | |
| 13 | BKNG | Booking Holdings INC | 株式-一般消費財 | 4.31% | -1.02% | -2.29% | |
| 14 | CDW | Cdw Corp/de | 株式-IT | 4.18% | -0.24% | -2.16% | |
| 15 | SPGI | S&p Global INC | 株式-金融 | 2.44% | -0.46% | -2.02% | |
| 16 | POOL | Pool CORP | 株式-資本財 | 2.37% | — | -1.62% | |
| 17 | ODFL | Old Dominion Freight Line | 株式-資本財 | 2.37% | +1.08% | -2.29% | |
| 18 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 2.27% | — | -2.45% | |
| 19 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 2.03% | +0.19% | -2.32% |