Ashburton (Jersey) Ltd
CIK 1661222 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $227K
- ポジション
- 52
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #9,334 位 · 98.8% トップ
- 上位10銘柄のウェイト
- 57.46%
- 上位25銘柄のウェイト
- 89.55%
- 1%超のポジション
- 28
- 実効ポジション数
- 19.6
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 52
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
Technology
32.4%
Financial Services
14.0%
Communication Services
10.1%
Healthcare
8.2%
Industrials
8.0%
Retail
7.0%
Consumer Staples
4.5%
Financials
3.6%
Consumer products
3.3%
Energy
2.9%
Consumer Discretionary
2.7%
Telecommunication
0.2%
Diversified Consumer Services
0.2%
その他/マッピングなし
2.9%
ポートフォリオ全体 52 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| MSFT Microsoft Corporation - Common Stock | $29,961 | 13.22% | 71,082 | 上昇 ×1 | |||
| V Visa Inc. | $23,018 | 10.15% | 72,831 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $13,576 | 5.99% | 101,094 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $11,449 | 5.05% | 60,119 | 上昇 ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $10,341 | 4.56% | 31,160 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $9,670 | 4.27% | 44,078 | 上昇 ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $9,189 | 4.05% | 26,122 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $8,241 | 3.64% | 34,377 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $7,468 | 3.29% | 44,543 | 上昇 ×1 | |||
| KO Coca-Cola Company (The) Common Stock | $7,332 | 3.23% | 117,769 | 上昇 ×1 | |||
| ABT Abbott Laboratories Common Stock | $7,138 | 3.15% | 63,103 | 上昇 ×1 | |||
| BRKB | $6,501 | 2.87% | 14,342 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $6,484 | 2.86% | 34,255 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $6,456 | 2.85% | 12,762 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $6,444 | 2.84% | 25,734 | 上昇 ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $5,246 | 2.31% | 25,240 | 上昇 ×1 | |||
| BKNG Booking Holdings Inc. - Common Stock | $4,496 | 1.98% | 905 | 上昇 ×1 | |||
| PYPL PayPal Holdings, Inc. - Common Stock | $4,250 | 1.87% | 49,794 | 上昇 ×1 | |||
| AXON Axon Enterprise, Inc. - Common Stock | $4,186 | 1.85% | 7,043 | 上昇 ×1 | |||
| CRM Salesforce, Inc. Common Stock | $4,084 | 1.80% | 12,214 | 上昇 ×1 | |||
| OTIS Otis Worldwide Corporation Common Stock | $3,621 | 1.60% | 39,099 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $3,564 | 1.57% | 9,161 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $3,511 | 1.55% | 5,996 | 上昇 ×1 | |||
| SLB SLB Limited Common Shares | $3,488 | 1.54% | 90,963 | 上昇 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $3,259 | 1.44% | 22,534 | 上昇 ×1 | |||
| PM Philip Morris International Inc Common Stock | $2,854 | 1.26% | 23,712 | 上昇 ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $2,800 | 1.24% | 23,177 | 上昇 ×1 | |||
| HAL Halliburton Company Common Stock | $2,604 | 1.15% | 95,779 | 上昇 ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $2,172 | 0.96% | 29,341 | 上昇 ×1 | |||
| MS Morgan Stanley Common Stock | $2,138 | 0.94% | 17,005 | 上昇 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $1,753 | 0.77% | 14,508 | 上昇 ×1 | |||
| EXPE Expedia Group, Inc. - Common Stock | $1,496 | 0.66% | 8,028 | 上昇 ×1 | |||
| AMBA Ambarella, Inc. - Ordinary Shares | $1,019 | 0.45% | 14,015 | 上昇 ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $916 | 0.40% | 9,210 | 上昇 ×1 | |||
| ENPH Enphase Energy, Inc. - Common Stock | $912 | 0.40% | 13,284 | 上昇 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $882 | 0.39% | 990 | 上昇 ×1 | |||
| PDD PDD Holdings Inc. - American Depositary Shares | $862 | 0.38% | 8,891 | 上昇 ×1 | |||
| ALGN Align Technology, Inc. - Common Stock | $750 | 0.33% | 3,597 | 上昇 ×1 | |||
| TRIP TripAdvisor, Inc. - Common Stock | $583 | 0.26% | 39,456 | 上昇 ×1 | |||
| PTEN Patterson-UTI Energy, Inc. - Common Stock | $578 | 0.25% | 69,996 | 上昇 ×1 | |||
| T AT&T Inc. | $410 | 0.18% | 17,988 | 上昇 ×1 | |||
| DUOL Duolingo, Inc. - Class A Common Stock | $399 | 0.18% | 1,230 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $118 | 0.05% | 153 | 上昇 ×1 | |||
| MA Mastercard Incorporated Common Stock | $111 | 0.05% | 211 | 上昇 ×1 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $107 | 0.05% | 1,410 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $101 | 0.04% | 250 | 上昇 ×1 | |||
| BLK BlackRock, Inc. Common Stock | $80 | 0.04% | 78 | 上昇 ×1 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $42 | 0.02% | 123 | 上昇 ×1 | |||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $6 | 0.00% | 415 | 上昇 ×1 | |||
| FSLY Fastly, Inc. - Class A Common Stock | $3 | 0.00% | 269 | 上昇 ×1 | |||
| DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock | $1 | 0.00% | 125 | 上昇 ×1 | |||
| WKHS Workhorse Group, Inc. - Common Stock | $0 | 0.00% | 30 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| MSFT | $29,961 | 71,082 | 13.22% |
| V | $23,018 | 72,831 | 10.15% |
| NVDA | $13,576 | 101,094 | 5.99% |
| GOOG | $11,449 | 60,119 | 5.05% |
| ETN | $10,341 | 31,160 | 4.56% |
| AMZN | $9,670 | 44,078 | 4.27% |
| ACN | $9,189 | 26,122 | 4.05% |
| JPM | $8,241 | 34,377 | 3.64% |
| PG | $7,468 | 44,543 | 3.29% |
| KO | $7,332 | 117,769 | 3.23% |
| ABT | $7,138 | 63,103 | 3.15% |
| BRKB | $6,501 | 14,342 | 2.87% |
| GOOGL | $6,484 | 34,255 | 2.86% |
| UNH | $6,456 | 12,762 | 2.85% |
| AAPL | $6,444 | 25,734 | 2.84% |