Ashburton (Jersey) Ltd

CIK 1661222 · Xem trên SEC EDGAR ↗

Giá trị danh mục
$227K
#9334 trên 9443 theo giá trị 13F · top 98.8%
Các vị thế
52
Tính đến
Ngày 31 tháng 12 năm 2024 Dữ liệu tính đến Q4 2024
Tỷ trọng 10 khoản nắm giữ hàng đầu
57,46%
Tỷ trọng 25 khoản nắm giữ hàng đầu
89,55%
Các vị thế trên 1%
28
Số lượng vị thế hiệu dụng
19,6

Dựa trên các khoản nắm giữ cổ phiếu dài hạn theo 13F (tiền mặt, trái phiếu, bán khống không được tiết lộ)

Các vị thế mới
52
Tăng
0
Giảm
0
Đã Đóng
0
Trên trang này

Phân bổ theo ngành

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%
Khác/Chưa xác định
2,9%

Danh mục đầy đủ 52 các vị thế

Loại Chuỗi Xu hướng 8 quý
MSFT Microsoft Corporation - Common Stock $29961 13,22% 71082 Tăng ×1
V Visa Inc. $23018 10,15% 72831 Tăng ×1
NVDA NVIDIA Corporation - Common Stock $13576 5,99% 101094 Tăng ×1
GOOG Alphabet Inc. - Class C Capital Stock $11449 5,05% 60119 Tăng ×1
ETN Eaton Corporation, PLC Ordinary Shares $10341 4,56% 31160 Tăng ×1
AMZN Amazon.com, Inc. - Common Stock $9670 4,27% 44078 Tăng ×1
ACN Accenture plc Class A Ordinary Shares (Ireland) $9189 4,05% 26122 Tăng ×1
JPM JP Morgan Chase & Co. Common Stock $8241 3,64% 34377 Tăng ×1
PG Procter & Gamble Company (The) Common Stock $7468 3,29% 44543 Tăng ×1
KO Coca-Cola Company (The) Common Stock $7332 3,23% 117769 Tăng ×1
ABT Abbott Laboratories Common Stock $7138 3,15% 63103 Tăng ×1
BRKB $6501 2,87% 14342 Tăng ×1
GOOGL Alphabet Inc. - Class A Common Stock $6484 2,86% 34255 Tăng ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $6456 2,85% 12762 Tăng ×1
AAPL Apple Inc. - Common Stock $6444 2,84% 25734 Tăng ×1
NXPI NXP Semiconductors N.V. - Common Stock $5246 2,31% 25240 Tăng ×1
BKNG Booking Holdings Inc. - Common Stock $4496 1,98% 905 Tăng ×1
PYPL PayPal Holdings, Inc. - Common Stock $4250 1,87% 49794 Tăng ×1
AXON Axon Enterprise, Inc. - Common Stock $4186 1,85% 7043 Tăng ×1
CRM Salesforce, Inc. Common Stock $4084 1,80% 12214 Tăng ×1
OTIS Otis Worldwide Corporation Common Stock $3621 1,60% 39099 Tăng ×1
HD Home Depot, Inc. (The) Common Stock $3564 1,57% 9161 Tăng ×1
META Meta Platforms, Inc. - Class A Common Stock $3511 1,55% 5996 Tăng ×1
SLB SLB Limited Common Shares $3488 1,54% 90963 Tăng ×1
JNJ Johnson & Johnson Common Stock $3259 1,44% 22534 Tăng ×1
PM Philip Morris International Inc Common Stock $2854 1,26% 23712 Tăng ×1
AMD Advanced Micro Devices, Inc. - Common Stock $2800 1,24% 23177 Tăng ×1
HAL Halliburton Company Common Stock $2604 1,15% 95779 Tăng ×1
SCHW Charles Schwab Corporation (The) Common Stock $2172 0,96% 29341 Tăng ×1
MS Morgan Stanley Common Stock $2138 0,94% 17005 Tăng ×1
TJX TJX Companies, Inc. (The) Common Stock $1753 0,77% 14508 Tăng ×1
EXPE Expedia Group, Inc. - Common Stock $1496 0,66% 8028 Tăng ×1
AMBA Ambarella, Inc. - Ordinary Shares $1019 0,45% 14015 Tăng ×1
MRK Merck & Company, Inc. Common Stock (new) $916 0,40% 9210 Tăng ×1
ENPH Enphase Energy, Inc. - Common Stock $912 0,40% 13284 Tăng ×1
NFLX Netflix, Inc. - Common Stock $882 0,39% 990 Tăng ×1
PDD PDD Holdings Inc. - American Depositary Shares $862 0,38% 8891 Tăng ×1
ALGN Align Technology, Inc. - Common Stock $750 0,33% 3597 Tăng ×1
TRIP TripAdvisor, Inc. - Common Stock $583 0,26% 39456 Tăng ×1
PTEN Patterson-UTI Energy, Inc. - Common Stock $578 0,25% 69996 Tăng ×1
T AT&T Inc. $410 0,18% 17988 Tăng ×1
DUOL Duolingo, Inc. - Class A Common Stock $399 0,18% 1230 Tăng ×1
LLY Eli Lilly and Company Common Stock $118 0,05% 153 Tăng ×1
MA Mastercard Incorporated Common Stock $111 0,05% 211 Tăng ×1
PLTR Palantir Technologies Inc. - Class A Common Stock $107 0,05% 1410 Tăng ×1
TSLA Tesla, Inc. - Common Stock $101 0,04% 250 Tăng ×1
BLK BlackRock, Inc. Common Stock $80 0,04% 78 Tăng ×1
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $42 0,02% 123 Tăng ×1
RIVN Rivian Automotive, Inc. - Class A Common Stock $6 0,00% 415 Tăng ×1
FSLY Fastly, Inc. - Class A Common Stock $3 0,00% 269 Tăng ×1
DNA Ginkgo Bioworks Holdings, Inc. Class A Common Stock $1 0,00% 125 Tăng ×1
WKHS Workhorse Group, Inc. - Common Stock $0 0,00% 30 Tăng ×1

Các khoản đặt cược mới lớn nhất

Các vị thế mới được mở trong quý này, lớn nhất trước.

Chứng khoán Giá trị Cổ phiếu % của danh mục
MSFT $29961 71082 13,22%
V $23018 72831 10,15%
NVDA $13576 101094 5,99%
GOOG $11449 60119 5,05%
ETN $10341 31160 4,56%
AMZN $9670 44078 4,27%
ACN $9189 26122 4,05%
JPM $8241 34377 3,64%
PG $7468 44543 3,29%
KO $7332 117769 3,23%
ABT $7138 63103 3,15%
BRKB $6501 14342 2,87%
GOOGL $6484 34255 2,86%
UNH $6456 12762 2,85%
AAPL $6444 25734 2,84%