業種に詳しい担当者の企業分析を通じ、投資対象を選ぶ方針。
2026-Q2の公開保有銘柄
- AAPL
- GOOGL
- CB
- COF
- MSFT
- AMZN
- META
- V
- Natera Inc
- TSM
- SE
- CVNA
- RDDT
- TMO
- Twilio Inc
- Celestica Inc
- BA
- COREWEAVE INC
- QCOM
- SPCX
- DIGITAL RLTY TR INC
- MDLN
- XE
- JPM
- TSLA
- FORGENT POWER SOLUTIONS INC
- SNOWFLAKE INC
- MCDONALDS CORP
- QNT
- COREBRIDGE FINL INC
- FRVO
- ATI INC
- INTERACTIVE BROKERS GROUP IN
- AMERICAN INTL GROUP INC
- CME GROUP INC
- MS
- PGR
- DISNEY WALT CO
- EQUIPMENTSHARE COM INC
- LULULEMON ATHLETICA INC
- SHERWIN WILLIAMS CO
- UNP
- CSX CORP
- HCA HEALTHCARE INC
- CVS HEALTH CORP
- BRIDGEBIO PHARMA INC
- FEDEX CORP
- PNC FINL SVCS GROUP INC
- BMRN
- MSCI INC
- AON PLC
- INTERCONTINENTAL EXCHANGE IN
- GENERAL MTRS CO
- US FOODS HLDG CORP
- BRUKER CORP
- API GROUP CORP
- HOME DEPOT INC
- AIR PRODUCTS AND CHEMICALS I
- FDXF
- GALLAGHER ARTHUR J & CO