Q2 2019 |
109 |
$231M |
+$12.8M |
-$24.7M |
-$11.9M |
CACC, AZO, PCAR, AAPL, TSCO
|
13F-HR |
7/9/2019, 12:26 PM |
Q1 2019 |
116 |
$234M |
+$25.2M |
-$24.4M |
+$802K |
CACC, AZO, AAPL, PCAR, TSCO
|
13F-HR |
4/25/2019, 12:29 PM |
Q4 2018 |
122 |
$209M |
+$34.3M |
-$21.6M |
+$12.6M |
CACC, AZO, PCAR, AAPL, TSCO
|
13F-HR |
1/22/2019, 04:50 PM |
Q3 2018 |
119 |
$223M |
+$35.5M |
-$26.1M |
+$9.39M |
AAPL, CACC, CVS, TSCO, DISCA
|
13F-HR |
10/9/2018, 10:05 AM |
Q2 2018 |
117 |
$210M |
+$15.3M |
-$18.4M |
-$3.09M |
AAPL, CACC, DISCA, CVS, HBI
|
13F-HR |
7/10/2018, 02:35 PM |
Q1 2018 |
118 |
$213M |
+$27M |
-$58.4M |
-$31.4M |
AAPL, TROW, CACC, ALGT, INTC
|
13F-HR |
4/16/2018, 02:29 PM |
Q4 2017 |
136 |
$252M |
+$56.6M |
-$9.04M |
+$47.5M |
CPRT, AAPL, TROW, CACC, WYND
|
13F-HR |
1/23/2018, 10:47 AM |
Q3 2017 |
121 |
$190M |
+$15.7M |
-$21.1M |
-$5.38M |
AAPL, CPRT, RIG, WYND, TROW
|
13F-HR |
10/18/2017, 02:50 PM |
Q2 2017 |
124 |
$188M |
+$9.23M |
-$11.8M |
-$2.54M |
AAPL, ILG, PM, RGR, WYND
|
13F-HR |
7/27/2017, 01:59 PM |
Q1 2017 |
136 |
$190M |
+$8.89M |
-$38.1M |
-$29.3M |
AAPL, PM, DST, WMT, RGR
|
13F-HR |
4/24/2017, 11:55 AM |
Q4 2016 |
158 |
$212M |
+$69.3M |
-$24.6M |
+$44.7M |
AAPL, RGR, DST, FHI, TROW
|
13F-HR |
2/7/2017, 10:54 AM |
Q3 2016 |
141 |
$163M |
+$9.34M |
-$29.6M |
-$20.3M |
WRB, CSCO, CSX, GBX, DKS
|
13F-HR |
10/24/2016, 10:37 AM |
Q2 2016 |
151 |
$176M |
+$18.1M |
-$36.3M |
-$18.2M |
WRB, JNJ, CSCO, PM, WMT
|
13F-HR |
7/28/2016, 04:40 PM |
Q1 2016 |
168 |
$193M |
+$33.5M |
-$16.9M |
+$16.7M |
WRB, JNJ, PM, CSCO, WMT
|
13F-HR |
4/28/2016, 03:48 PM |
Q4 2015 |
145 |
$168M |
+$38M |
-$27.6M |
+$10.5M |
WRB, JNJ, CSCO, PM, CSX
|
13F-HR |
2/5/2016, 02:35 PM |
Q3 2015 |
121 |
$155M |
+$2.53M |
-$13.6M |
-$11.1M |
WRB, GE, JNJ, CSCO, CSX
|
13F-HR |
10/19/2015, 04:12 PM |
Q2 2015 |
125 |
$186M |
+$938K |
-$10.9M |
-$9.95M |
WRB, GE, CSX, JNJ, BRKB
|
13F-HR |
8/3/2015, 12:34 PM |
Q1 2015 |
132 |
$200M |
+$25.5M |
-$15.5M |
+$10M |
WRB, GE, CSX, JNJ, BRKB
|
13F-HR |
5/11/2015, 05:27 PM |
Q4 2014 |
138 |
$190M |
+$48.8M |
-$40.6M |
+$8.27M |
CSX, GE, BRKB, CSCO, RIO
|
13F-HR |
2/12/2015, 02:35 PM |
Q3 2014 |
138 |
$180M |
+$39.1M |
-$7.93M |
+$31.2M |
GE, JNJ, CSX, BRKB, RIO
|
13F-HR |
11/14/2014, 03:04 PM |
Q2 2014 |
105 |
$155M |
+$9.44M |
-$76M |
-$66.5M |
GE, JNJ, RIO, CSX, CSCO
|
13F-HR |
8/14/2014, 03:00 PM |
Q1 2014 |
153 |
$215M |
+$25.4M |
-$21.3M |
+$4.02M |
GE, MA, RIO, BRKB, JPM
|
13F-HR |
5/12/2014, 05:17 PM |
Q4 2013 |
153 |
$212M |
$0 |
$0 |
|
MA, GE, RIO, BRKB, JPM
|
13F-HR |
2/13/2014, 04:59 PM |