Ashburton (Jersey) Ltd

CIK 1661222 · SEC EDGAR에서 보기 ↗

포트폴리오 가치
$227K
13F 가치 기준 9,443개 중 #9,334위 · 상위 98.8%
포지션
52
기준일
2024년 12월 31일 Q4 2024 기준 데이터
상위 10개 보유 비중
57.46%
상위 25개 보유 비중
89.55%
1% 초과 포지션
28
유효 포지션 수
19.6

13F 장기 주식 보유분만 기준 (현금, 채권, 공매도 미공개)

신규 포지션
52
증가함
0
감소
0
종료
0
이 페이지에서

섹터별 비중

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%
기타/미분류
2.9%

전체 포트폴리오 52 포지션

유형 연속 8분기 추세
MSFT Microsoft Corporation - Common Stock $29,961 13.22% 71,082 상승 ×1
V Visa Inc. $23,018 10.15% 72,831 상승 ×1
NVDA NVIDIA Corporation - Common Stock $13,576 5.99% 101,094 상승 ×1
GOOG Alphabet Inc. - Class C Capital Stock $11,449 5.05% 60,119 상승 ×1
ETN Eaton Corporation, PLC Ordinary Shares $10,341 4.56% 31,160 상승 ×1
AMZN Amazon.com, Inc. - Common Stock $9,670 4.27% 44,078 상승 ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $9,189 4.05% 26,122 상승 ×1
JPM JP Morgan Chase & Co. Common Stock $8,241 3.64% 34,377 상승 ×1
PG Procter & Gamble Company (The) Common Stock $7,468 3.29% 44,543 상승 ×1
KO Coca-Cola Company (The) Common Stock $7,332 3.23% 117,769 상승 ×1
ABT Abbott Laboratories Common Stock $7,138 3.15% 63,103 상승 ×1
BRKB $6,501 2.87% 14,342 상승 ×1
GOOGL Alphabet Inc. - Class A Common Stock $6,484 2.86% 34,255 상승 ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6,456 2.85% 12,762 상승 ×1
AAPL Apple Inc. - Common Stock $6,444 2.84% 25,734 상승 ×1
NXPI NXP Semiconductors N.V. - Common Stock $5,246 2.31% 25,240 상승 ×1
BKNG Booking Holdings Inc. - Common Stock $4,496 1.98% 905 상승 ×1
PYPL PayPal Holdings, Inc. - Common Stock $4,250 1.87% 49,794 상승 ×1
AXON Axon Enterprise, Inc. - Common Stock $4,186 1.85% 7,043 상승 ×1
CRM Salesforce, Inc. Common Stock $4,084 1.80% 12,214 상승 ×1
OTIS Otis Worldwide Corporation Common Stock $3,621 1.60% 39,099 상승 ×1
HD Home Depot, Inc. (The) Common Stock $3,564 1.57% 9,161 상승 ×1
META Meta Platforms, Inc. - Class A Common Stock $3,511 1.55% 5,996 상승 ×1
SLB SLB Limited Common Shares $3,488 1.54% 90,963 상승 ×1
JNJ Johnson & Johnson Common Stock $3,259 1.44% 22,534 상승 ×1
PM Philip Morris International Inc Common Stock $2,854 1.26% 23,712 상승 ×1
AMD Advanced Micro Devices, Inc. - Common Stock $2,800 1.24% 23,177 상승 ×1
HAL Halliburton Company Common Stock $2,604 1.15% 95,779 상승 ×1
SCHW Charles Schwab Corporation (The) Common Stock $2,172 0.96% 29,341 상승 ×1
MS Morgan Stanley Common Stock $2,138 0.94% 17,005 상승 ×1
TJX TJX Companies, Inc. (The) Common Stock $1,753 0.77% 14,508 상승 ×1
EXPE Expedia Group, Inc. - Common Stock $1,496 0.66% 8,028 상승 ×1
AMBA Ambarella, Inc. - Ordinary Shares $1,019 0.45% 14,015 상승 ×1
MRK Merck & Company, Inc. Common Stock (new) $916 0.40% 9,210 상승 ×1
ENPH Enphase Energy, Inc. - Common Stock $912 0.40% 13,284 상승 ×1
NFLX Netflix, Inc. - Common Stock $882 0.39% 990 상승 ×1
PDD PDD Holdings Inc. - American Depositary Shares $862 0.38% 8,891 상승 ×1
ALGN Align Technology, Inc. - Common Stock $750 0.33% 3,597 상승 ×1
TRIP TripAdvisor, Inc. - Common Stock $583 0.26% 39,456 상승 ×1
PTEN Patterson-UTI Energy, Inc. - Common Stock $578 0.25% 69,996 상승 ×1
T AT&T Inc. $410 0.18% 17,988 상승 ×1
DUOL Duolingo, Inc. - Class A Common Stock $399 0.18% 1,230 상승 ×1
LLY Eli Lilly and Company Common Stock $118 0.05% 153 상승 ×1
MA Mastercard Incorporated Common Stock $111 0.05% 211 상승 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $107 0.05% 1,410 상승 ×1
TSLA Tesla, Inc. - Common Stock $101 0.04% 250 상승 ×1
BLK BlackRock, Inc. Common Stock $80 0.04% 78 상승 ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $42 0.02% 123 상승 ×1
RIVN Rivian Automotive, Inc. - Class A Common Stock $6 0.00% 415 상승 ×1
FSLY Fastly, Inc. - Class A Common Stock $3 0.00% 269 상승 ×1
DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock $1 0.00% 125 상승 ×1
WKHS Workhorse Group, Inc. - Common Stock $0 0.00% 30 상승 ×1

가장 큰 신규 베팅

이번 분기에 개설된 신규 포지션, 가장 큰 순서대로.

증권 가치 주식 % 포트폴리오의
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%