Touchstone Capital, Inc.
CIK 1843283 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $195.0M
- ポジション
- 49
- 時点
- 2025年9月30日 Q3 2025時点のデータ
13F価値別で9,443件中 #6,535 位 · 69.2% トップ
- 上位10銘柄のウェイト
- 64.22%
- 上位25銘柄のウェイト
- 92.59%
- 1%超のポジション
- 19
- 実効ポジション数
- 19.5
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
- 49
- 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
22.1%
Communication Services
6.9%
Consumer Discretionary
6.5%
Healthcare
6.4%
Energy
5.6%
Consumer Staples
4.9%
Retail
4.7%
Financial Services
4.4%
Financials
1.4%
Industrials
1.2%
Materials
0.5%
その他/マッピングなし
35.4%
ポートフォリオ全体 49 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| IFRA | $17,683,023 | 9.07% | 334,779 | 上昇 ×1 | |||
| PSP | $16,197,568 | 8.30% | 234,679 | 上昇 ×1 | |||
| BIZD | $15,494,919 | 7.94% | 1,037,143 | 上昇 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $12,676,623 | 6.50% | 67,942 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $12,387,203 | 6.35% | 23,915 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $11,712,883 | 6.01% | 46,000 | 上昇 ×1 | |||
| TOPT | $10,878,907 | 5.58% | 357,153 | 上昇 ×1 | |||
| MNST Monster Beverage Corporation - Common Stock | $9,649,410 | 4.95% | 143,358 | 上昇 ×1 | |||
| GNTX Gentex Corporation - Common Stock | $9,350,673 | 4.79% | 330,412 | 上昇 ×1 | |||
| VEEV Veeva Systems Inc. Class A Common Stock | $9,224,486 | 4.73% | 30,964 | 上昇 ×1 | |||
| CTRA Coterra Energy Inc. Common Stock | $8,570,744 | 4.39% | 362,399 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $7,886,362 | 4.04% | 32,441 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $6,526,279 | 3.35% | 29,723 | 上昇 ×1 | |||
| MORN Morningstar, Inc. - Common Stock | $6,085,312 | 3.12% | 26,228 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $4,390,189 | 2.25% | 5,978 | 上昇 ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $4,296,111 | 2.20% | 13,022 | 上昇 ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $3,376,314 | 1.73% | 7,592 | 上昇 ×1 | |||
| BRKB | $2,883,214 | 1.48% | 5,735 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $2,520,670 | 1.29% | 7,991 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $1,693,482 | 0.87% | 15,020 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1,634,428 | 0.84% | 2,142 | 上昇 ×1 | |||
| V Visa Inc. | $1,457,601 | 0.75% | 4,269 | 上昇 ×1 | |||
| SPY SPY | $1,401,334 | 0.72% | 2,104 | 上昇 ×1 | |||
| RDVY First Trust Rising Dividend Achievers ETF | $1,367,474 | 0.70% | 20,331 | 上昇 ×1 | |||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1,242,750 | 0.64% | 32,687 | 上昇 ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $1,170,146 | 0.60% | 976 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $1,132,554 | 0.58% | 4,027 | 上昇 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $1,082,373 | 0.55% | 5,838 | 上昇 ×1 | |||
| HON Honeywell International Inc. - Common Stock | $977,552 | 0.50% | 4,644 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $960,874 | 0.49% | 9,323 | 上昇 ×1 | |||
| MA Mastercard Incorporated Common Stock | $955,776 | 0.49% | 1,680 | 上昇 ×1 | |||
| MBSF | $948,974 | 0.49% | 37,259 | 上昇 ×1 | |||
| IDCC InterDigital, Inc. - Common Stock | $841,671 | 0.43% | 2,438 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $814,056 | 0.42% | 2,009 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $793,744 | 0.41% | 857 | 上昇 ×1 | |||
| NSC Norfolk Southern Corporation Common Stock | $654,894 | 0.34% | 2,180 | 上昇 ×1 | |||
| PPG PPG Industries, Inc. Common Stock | $552,421 | 0.28% | 5,256 | 上昇 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $495,068 | 0.25% | 1,038 | 上昇 ×1 | |||
| CI The Cigna Group Common Stock | $367,807 | 0.19% | 1,276 | 上昇 ×1 | |||
| IUSG iShares Core S&P U.S. Growth ETF | $355,861 | 0.18% | 2,163 | 上昇 ×1 | |||
| BHP BHP Group Limited American Depositary Shares (Each representing two Ordinary Shares) | $334,333 | 0.17% | 5,997 | 上昇 ×1 | |||
| COP ConocoPhillips Common Stock | $296,067 | 0.15% | 3,130 | 上昇 ×1 | |||
| EQAL | $285,777 | 0.15% | 5,496 | 上昇 ×1 | |||
| CGDV | $280,501 | 0.14% | 6,674 | 上昇 ×1 | |||
| BAC Bank of America Corporation Common Stock | $266,253 | 0.14% | 5,161 | 上昇 ×1 | |||
| ABBV AbbVie Inc. Common Stock | $244,763 | 0.13% | 1,057 | 上昇 ×1 | |||
| PSX Phillips 66 Common Stock | $237,355 | 0.12% | 1,745 | 上昇 ×1 | |||
| GE GE Aerospace Common Stock | $206,969 | 0.11% | 688 | 上昇 ×1 | |||
| EQT EQT Corporation Common Stock | $202,749 | 0.10% | 3,725 | 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 |
|---|---|---|---|
| IFRA | $17,683,023 | 334,779 | 9.07% |
| PSP | $16,197,568 | 234,679 | 8.30% |
| BIZD | $15,494,919 | 1,037,143 | 7.94% |
| NVDA | $12,676,623 | 67,942 | 6.50% |
| MSFT | $12,387,203 | 23,915 | 6.35% |
| AAPL | $11,712,883 | 46,000 | 6.01% |
| TOPT | $10,878,907 | 357,153 | 5.58% |
| MNST | $9,649,410 | 143,358 | 4.95% |
| GNTX | $9,350,673 | 330,412 | 4.79% |
| VEEV | $9,224,486 | 30,964 | 4.73% |
| CTRA | $8,570,744 | 362,399 | 4.39% |
| GOOGL | $7,886,362 | 32,441 | 4.04% |
| AMZN | $6,526,279 | 29,723 | 3.35% |
| MORN | $6,085,312 | 26,228 | 3.12% |
| META | $4,390,189 | 5,978 | 2.25% |