Q3 2024 |
142 |
$1.4B |
+$285M |
-$693M |
-$407M |
KMI, EPD, ET, NVDA, AMD
|
13F-HR |
11/14/2024, 04:35 PM |
Q2 2024 |
142 |
$1.79B |
+$629M |
-$448M |
+$181M |
KMI, EPD, AAPL, ET, GOOGL
|
13F-HR |
8/14/2024, 04:38 PM |
Q1 2024 |
149 |
$1.6B |
+$441M |
-$265M |
+$176M |
EPD, KMI, ET, INTC, ORI
|
13F-HR |
5/15/2024, 04:50 PM |
Q4 2023 |
185 |
$1.38B |
+$223M |
-$399M |
-$176M |
KMI, EPD, CMC, INTC, ORI
|
13F-HR |
2/14/2024, 04:11 PM |
Q3 2023 |
210 |
$1.53B |
+$293M |
-$406M |
-$113M |
EPD, KMI, CMC, ENB, ORI
|
13F-HR |
11/14/2023, 03:50 PM |
Q2 2023 |
220 |
$1.66B |
+$384M |
-$332M |
+$52.8M |
CMC, KMI, EPD, ENB, ON
|
13F-HR |
8/14/2023, 04:49 PM |
Q1 2023 |
235 |
$1.58B |
+$324M |
-$657M |
-$332M |
CMC, KMI, EPD, ENB, ORI
|
13F-HR |
5/15/2023, 04:44 PM |
Q4 2022 |
338 |
$1.85B |
+$295M |
-$611M |
-$315M |
CMC, KMI, ENB, EPD, ORI
|
13F-HR |
2/14/2023, 04:43 PM |
Q3 2022 |
510 |
$2.06B |
+$364M |
-$292M |
+$72.4M |
KMI, CMC, EPD, ENB, INTC
|
13F-HR |
11/14/2022, 04:22 PM |
Q2 2022 |
553 |
$2.01B |
+$329M |
-$165M |
+$163M |
KMI, ENB, CMC, EPD, INTC
|
13F-HR |
8/15/2022, 05:10 PM |
Q1 2022 |
573 |
$1.95B |
+$319M |
-$282M |
+$37.3M |
KMI, ENB, CMC, INTC, EPD
|
13F-HR |
5/16/2022, 04:35 PM |
Q4 2021 |
572 |
$1.8B |
+$529M |
-$233M |
+$296M |
KMI, ENB, CMC, INTC, EPD
|
13F-HR |
2/14/2022, 05:05 PM |
Q3 2021 |
1 |
$442K |
$0 |
$0 |
|
RBNC
|
New Holdings |
2/14/2022, 05:04 PM |
Q3 2021 |
445 |
$1.48B |
+$668M |
-$171M |
+$497M |
KMI, WRB, ENB, CMC, INTC
|
13F-HR |
11/15/2021, 04:39 PM |
Q2 2021 |
379 |
$998M |
+$335M |
-$197M |
+$138M |
KMI, ENB, AXS, WES, ORI
|
13F-HR |
8/16/2021, 04:44 PM |
Q1 2021 |
336 |
$835M |
+$411M |
-$211M |
+$199M |
KMI, ENB, AXS, WES, RPLA
|
13F-HR |
5/17/2021, 04:29 PM |
Q4 2020 |
171 |
$603M |
+$388M |
-$516M |
-$129M |
KMI, ENB, AXS, KHC, CINF
|
13F-HR |
2/16/2021, 04:22 PM |
Q3 2020 |
130 |
$660M |
+$153M |
-$229M |
-$76.7M |
WRB, KHC, VC, NTR, CRSA
|
13F-HR |
11/16/2020, 04:33 PM |
Q2 2020 |
2 |
$2.1M |
$0 |
$0 |
|
TIF, TCO
|
New Holdings |
11/16/2020, 04:36 PM |
Q2 2020 |
103 |
$749M |
+$166M |
-$285M |
-$119M |
WRB, KHC, FPAC, SPAQ, GXGX
|
13F-HR |
8/14/2020, 04:39 PM |
Q1 2020 |
3 |
$21.2M |
$0 |
$0 |
|
TIF, TCO, WMGI
|
New Holdings |
11/16/2020, 04:34 PM |
Q1 2020 |
2 |
$10.4M |
$0 |
$0 |
|
AGN, GCAP
|
New Holdings |
8/14/2020, 04:43 PM |
Q1 2020 |
113 |
$823M |
+$460M |
-$127M |
+$333M |
WRB, KHC, HIG, SPAQ, PACQ
|
13F-HR |
5/15/2020, 04:25 PM |
Q4 2019 |
2 |
$20.2M |
$0 |
$0 |
|
TIF, WMGI
|
New Holdings |
11/16/2020, 04:37 PM |
Q4 2019 |
1 |
$3.79M |
$0 |
$0 |
|
AGN
|
New Holdings |
8/14/2020, 04:52 PM |
Q4 2019 |
5 |
$28.9M |
$0 |
$0 |
|
LPT, TRCB, RARX, AYR, MFSF
|
New Holdings |
5/15/2020, 04:31 PM |
Q4 2019 |
103 |
$531M |
+$140M |
-$211M |
-$71M |
KHC, VC, XOM, NTR, LPT
|
13F-HR |
2/14/2020, 04:26 PM |
Q3 2019 |
1 |
$3.34M |
$0 |
$0 |
|
AGN
|
New Holdings |
8/14/2020, 04:47 PM |
Q3 2019 |
1 |
$3.52M |
$0 |
$0 |
|
TRCB
|
New Holdings |
5/15/2020, 04:29 PM |
Q3 2019 |
10 |
$69.2M |
$0 |
$0 |
|
STI, MDSO, CELG, DNBF, ENFC
|
New Holdings |
2/14/2020, 04:32 PM |
Q3 2019 |
101 |
$589M |
+$215M |
-$194M |
+$21M |
KHC, STI, VC, NTR, XOM
|
13F-HR |
11/14/2019, 04:51 PM |
Q2 2019 |
7 |
$39.5M |
$0 |
$0 |
|
STI, MDSO, CELG, ENFC, SSFN
|
New Holdings |
2/14/2020, 04:33 PM |
Q2 2019 |
9 |
$53.4M |
$0 |
$0 |
|
APU, DATA, APC, CRAY, MBTF
|
New Holdings |
11/14/2019, 04:55 PM |
Q2 2019 |
107 |
$570M |
+$248M |
-$153M |
+$94.8M |
KHC, LEXEA, LLL, XOM, NTR
|
13F-HR |
8/14/2019, 04:20 PM |
Q1 2019 |
1 |
$4.42M |
$0 |
$0 |
|
STI
|
New Holdings |
2/14/2020, 04:29 PM |
Q1 2019 |
2 |
$4.28M |
$0 |
$0 |
|
MBTF, TCF
|
New Holdings |
11/14/2019, 04:57 PM |
Q1 2019 |
9 |
$29.8M |
$0 |
$0 |
|
RHT, ONCE, SIFI, LLL, OAK
|
New Holdings |
8/14/2019, 04:23 PM |
Q1 2019 |
91 |
$473M |
+$153M |
-$129M |
+$23.4M |
KHC, XOM, NTR, IPOA, VEAC
|
13F-HR |
5/15/2019, 04:25 PM |
Q4 2018 |
1 |
$3.47M |
$0 |
$0 |
|
MBTF
|
New Holdings |
11/14/2019, 04:53 PM |
Q4 2018 |
2 |
$4.37M |
$0 |
$0 |
|
LLL, RHT
|
New Holdings |
8/14/2019, 04:22 PM |
Q4 2018 |
4 |
$17.5M |
$0 |
$0 |
|
DM, BLMT, BHBK, BEL
|
New Holdings |
5/15/2019, 04:28 PM |
Q4 2018 |
83 |
$442M |
+$163M |
-$313M |
-$150M |
VLP, IPOA, VSTO, XOM, NTR
|
13F-HR |
2/14/2019, 04:36 PM |
Q3 2018 |
1 |
$5.99M |
$0 |
$0 |
|
BHBK
|
New Holdings |
5/15/2019, 04:27 PM |
Q3 2018 |
10 |
$118M |
$0 |
$0 |
|
SEP, FBNK, STBZ, COL, KMG
|
New Holdings |
2/14/2019, 04:39 PM |
Q3 2018 |
95 |
$632M |
+$216M |
-$343M |
-$127M |
HQY, VSTO, XOM, NTR, IPOA
|
13F-HR |
11/14/2018, 04:49 PM |
Q2 2018 |
4 |
$46.9M |
$0 |
$0 |
|
COL, STBZ, KS, FBNK
|
New Holdings |
2/14/2019, 04:38 PM |
Q2 2018 |
8 |
$60.8M |
$0 |
$0 |
|
DCT, FFKT, CHFN, AVHI, XL
|
New Holdings |
11/14/2018, 04:53 PM |
Q2 2018 |
81 |
$706M |
+$224M |
-$299M |
-$75M |
HQY, DCT, XOM, NTR, VSTO
|
13F-HR |
8/14/2018, 04:35 PM |
Q1 2018 |
2 |
$16.3M |
$0 |
$0 |
|
KS, COL
|
New Holdings |
2/14/2019, 04:37 PM |
Q1 2018 |
1 |
$2.7M |
$0 |
$0 |
|
XL
|
New Holdings |
11/14/2018, 04:55 PM |
Q1 2018 |
7 |
$34.8M |
$0 |
$0 |
|
BUFF, OA, BGC, RSPP, CAVM
|
New Holdings |
8/14/2018, 04:36 PM |
Q1 2018 |
86 |
$716M |
+$250M |
-$419M |
-$170M |
HQY, TNH, CSRA, VSTO, NTR
|
13F-HR |
5/15/2018, 04:56 PM |
Q4 2017 |
3 |
$9.04M |
$0 |
$0 |
|
BGC, OA, CAVM
|
New Holdings |
8/14/2018, 04:39 PM |
Q4 2017 |
8 |
$29.3M |
$0 |
$0 |
|
CAA, STRP, RXDX, CSBK, SCMP
|
New Holdings |
5/15/2018, 04:55 PM |
Q4 2017 |
87 |
$795M |
+$305M |
-$198M |
+$107M |
HQY, JNJ, WFC, SPY, AGU
|
13F-HR |
2/14/2018, 04:29 PM |
Q3 2017 |
1 |
$4.31M |
$0 |
$0 |
|
OA
|
New Holdings |
8/14/2018, 04:38 PM |
Q3 2017 |
3 |
$4.55M |
$0 |
$0 |
|
SNI, STRP, MSFG
|
New Holdings |
5/15/2018, 04:54 PM |
Q3 2017 |
9 |
$36.7M |
$0 |
$0 |
|
HSNI, IXYS, BCR, WFBI, BOBE
|
New Holdings |
2/14/2018, 04:34 PM |
Q3 2017 |
74 |
$716M |
+$162M |
-$217M |
-$55.3M |
HQY, PRXL, AGU, EAGL, BLVD
|
13F-HR |
11/14/2017, 04:49 PM |
Q2 2017 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
8/14/2018, 04:38 PM |
Q2 2017 |
1 |
$1.74M |
$0 |
$0 |
|
STRP
|
New Holdings |
5/15/2018, 04:52 PM |
Q2 2017 |
3 |
$12.5M |
$0 |
$0 |
|
BCR, WFBI, XBKS
|
New Holdings |
2/14/2018, 04:31 PM |
Q2 2017 |
12 |
$87.4M |
$0 |
$0 |
|
WOOF, WFM, MBBYF, PTHN, LVLT
|
New Holdings |
11/14/2017, 04:46 PM |
Q2 2017 |
68 |
$761M |
+$200M |
-$151M |
+$48.7M |
HQY, EAGL, CM, PNRA, AGU
|
13F-HR |
8/14/2017, 04:41 PM |
Q1 2017 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
8/14/2018, 04:40 PM |
Q1 2017 |
2 |
$25.4M |
$0 |
$0 |
|
WOOF, MBBYF
|
New Holdings |
11/14/2017, 04:44 PM |
Q1 2017 |
8 |
$37.2M |
$0 |
$0 |
|
RAI, UTEK, VAL, PVTB, OKS
|
New Holdings |
8/14/2017, 04:50 PM |
Q1 2017 |
56 |
$648M |
+$127M |
-$136M |
-$9.28M |
HQY, EAGL, AGU, WOOF, BLVD
|
13F-HR |
5/15/2017, 04:42 PM |
Q4 2016 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
8/14/2018, 04:36 PM |
Q4 2016 |
3 |
$13.9M |
$0 |
$0 |
|
CST, RAI, VAL
|
New Holdings |
8/14/2017, 04:49 PM |
Q4 2016 |
7 |
$35.9M |
$0 |
$0 |
|
WWAV, SCNB, CLC, MBVT, EQY
|
New Holdings |
5/15/2017, 04:58 PM |
Q4 2016 |
56 |
$638M |
+$84.6M |
-$354M |
-$270M |
HQY, EAGL, QPAC, AGU, BLVD
|
13F-HR |
2/14/2017, 05:03 PM |
Q3 2016 |
2 |
$25.7M |
$0 |
$0 |
|
VAL, CST
|
New Holdings |
8/14/2017, 04:46 PM |
Q3 2016 |
4 |
$29.1M |
$0 |
$0 |
|
WWAV, SCNB, GK, SE
|
New Holdings |
5/15/2017, 04:57 PM |
Q3 2016 |
11 |
$87.2M |
$0 |
$0 |
|
LNKD, PVTB, FLTX, VA, EVER
|
New Holdings |
2/14/2017, 04:42 PM |
Q3 2016 |
70 |
$872M |
+$179M |
-$114M |
+$64.9M |
HQY, WRB, QPAC, POT, EAGL
|
13F-HR |
11/14/2016, 04:50 PM |
Q2 2016 |
1 |
$14.1M |
$0 |
$0 |
|
VAL
|
New Holdings |
8/14/2017, 04:45 PM |
Q2 2016 |
1 |
$6.79M |
$0 |
$0 |
|
SCNB
|
New Holdings |
5/15/2017, 05:02 PM |
Q2 2016 |
4 |
$53M |
$0 |
$0 |
|
LNKD, VA, PVTB
|
New Holdings |
2/14/2017, 04:52 PM |
Q2 2016 |
12 |
$56.7M |
$0 |
$0 |
|
HOT, FEIC, SAAS, MRD, TYC
|
New Holdings |
11/14/2016, 04:38 PM |
Q2 2016 |
72 |
$709M |
+$200M |
-$92.4M |
+$107M |
HQY, HOT, QPAC, POT, EAGL
|
13F-HR |
8/15/2016, 04:43 PM |
Q1 2016 |
11 |
$27.3M |
$0 |
$0 |
|
CSCD, NTI, CKEC, AVNU, TLMR
|
New Holdings |
8/15/2016, 04:41 PM |
Q1 2016 |
68 |
$540M |
+$102M |
-$125M |
-$23.2M |
HQY, WLRH, POT, EAGL, BLVD
|
13F-HR |
5/16/2016, 04:17 PM |
Q4 2015 |
2 |
$7.12M |
$0 |
$0 |
|
NTI, ARG
|
New Holdings |
8/15/2016, 04:38 PM |
Q4 2015 |
4 |
$26.4M |
$0 |
$0 |
|
NPBC, SYA, SFG, CAM
|
New Holdings |
7/8/2016, 11:56 AM |
Q4 2015 |
70 |
$535M |
$0 |
$0 |
|
HQY, QPAC, POT, PCP, WLRH
|
New Holdings |
5/16/2016, 04:26 PM |
Q4 2015 |
80 |
$568M |
+$152M |
-$123M |
+$28.8M |
HQY, QPAC, POT, PCP, WLRH
|
13F-HR |
2/12/2016, 04:35 PM |
Q3 2015 |
1 |
$1.2M |
$0 |
$0 |
|
ALTR
|
New Holdings |
7/8/2016, 11:58 AM |
Q3 2015 |
68 |
$596M |
$0 |
$0 |
|
HQY, POT, CYN, HCC, PCP
|
New Holdings |
5/16/2016, 04:29 PM |
Q3 2015 |
69 |
$598M |
+$111M |
-$381M |
-$270M |
HQY, POT, CYN, HCC, PCP
|
Restatement |
2/12/2016, 04:32 PM |
Q2 2015 |
3 |
$48.8M |
$0 |
$0 |
|
CYN, FSL, HSP
|
New Holdings |
7/8/2016, 11:52 AM |
Q2 2015 |
68 |
$869M |
$0 |
$0 |
|
HQY, POT, FDO, BAX, SIAL
|
New Holdings |
2/12/2016, 04:30 PM |
Q2 2015 |
68 |
$869M |
$0 |
$0 |
|
HQY, POT, FDO, BAX, SIAL
|
New Holdings |
11/13/2015, 04:21 PM |
Q2 2015 |
72 |
$918M |
+$249M |
-$137M |
+$112M |
HQY, POT, FDO, CYN, BAX
|
13F-HR |
8/14/2015, 02:33 PM |
Q1 2015 |
3 |
$25.7M |
$0 |
$0 |
|
SIAL, HVB, DRC
|
New Holdings |
7/8/2016, 11:51 AM |
Q1 2015 |
60 |
$671M |
$0 |
$0 |
|
HQY, POT, FDO, CYN, HSP
|
New Holdings |
11/13/2015, 03:14 PM |
Q1 2015 |
57 |
$621M |
$0 |
$0 |
|
HQY, POT, FDO, XLS, CLAC
|
New Holdings |
8/14/2015, 02:36 PM |
Q1 2015 |
63 |
$697M |
+$172M |
-$206M |
-$33.7M |
HQY, POT, FDO, CYN, SIAL
|
13F-HR |
5/15/2015, 05:17 PM |
Q4 2014 |
69 |
$747M |
$0 |
$0 |
|
HQY, POT, VIA, ROC, CVD
|
New Holdings |
8/14/2015, 02:38 PM |
Q4 2014 |
65 |
$720M |
$0 |
$0 |
|
HQY, POT, VIA, ROC, CVD
|
New Holdings |
5/15/2015, 05:21 PM |
Q4 2014 |
69 |
$747M |
+$180M |
-$120M |
+$59.8M |
HQY, POT, VIA, ROC, CVD
|
13F-HR |
2/17/2015, 05:15 PM |
Q3 2014 |
68 |
$574M |
$0 |
$0 |
|
HQY, POT, VIA, PL, ROC
|
New Holdings |
8/14/2015, 02:40 PM |
Q3 2014 |
66 |
$563M |
$0 |
$0 |
|
HQY, POT, VIA, PL, ROC
|
New Holdings |
5/15/2015, 05:20 PM |
Q3 2014 |
61 |
$260M |
$0 |
$0 |
|
POT, VIA, PL, BXMT, WPZ
|
New Holdings |
5/13/2015, 11:54 AM |
Q3 2014 |
46 |
$187M |
$0 |
$0 |
|
POT, VIA, BXMT, HTWO, CLAC
|
13F-HR |
11/14/2014, 12:18 PM |