Q3 2024 |
40 |
$208M |
+$81.6K |
-$3.19M |
-$3.11M |
IWM, MSFT, LIN, VWO, FI
|
13F-HR |
10/9/2024, 02:23 PM |
Q2 2024 |
41 |
$200M |
+$432K |
-$3.48M |
-$3.05M |
IWM, MSFT, GOOGL, LRCX, LLY
|
13F-HR |
7/12/2024, 01:06 PM |
Q1 2024 |
41 |
$202M |
+$687K |
-$2.04M |
-$1.35M |
IWM, MSFT, LIN, GOOGL, SYK
|
13F-HR |
4/10/2024, 04:32 PM |
Q4 2023 |
39 |
$189M |
+$2.07M |
-$2.21M |
-$138K |
IWM, MSFT, LIN, GOOGL, ADBE
|
13F-HR |
1/11/2024, 02:56 PM |
Q3 2023 |
38 |
$172M |
+$273K |
-$2.14M |
-$1.87M |
IWM, MSFT, LIN, GOOGL, UNH
|
13F-HR |
10/6/2023, 03:14 PM |
Q2 2023 |
38 |
$179M |
+$2.02M |
-$843K |
+$1.18M |
IWM, MSFT, LIN, SYK, VWO
|
13F-HR |
7/12/2023, 01:08 PM |
Q1 2023 |
39 |
$165M |
+$12.3M |
-$10.2M |
+$2.09M |
IWM, MSFT, LIN, SYK, VWO
|
13F-HR |
4/10/2023, 03:14 PM |
Q4 2022 |
96 |
$159M |
+$7.87M |
-$5.03M |
+$2.84M |
IWM, MSFT, UNH, LIN, SCHW
|
13F-HR |
1/18/2023, 05:17 PM |
Q3 2022 |
37 |
$145M |
+$5.89M |
-$8.24M |
-$2.36M |
IWM, MSFT, UNH, DHR, VWO
|
13F-HR |
10/28/2022, 01:49 PM |
Q2 2022 |
90 |
$160M |
+$9.6M |
-$729K |
+$8.87M |
IWM, MSFT, UNH, VWO, DHR
|
13F-HR |
7/6/2022, 02:58 PM |
Q1 2022 |
37 |
$179M |
+$800K |
-$12.2M |
-$11.4M |
IWM, MSFT, UNH, GOOGL, VWO
|
13F-HR |
4/29/2022, 06:00 PM |
Q4 2021 |
41 |
$207M |
+$1.32M |
-$962K |
+$361K |
IWM, MSFT, DHR, HD, GOOGL
|
13F-HR |
1/24/2022, 05:00 PM |
Q3 2021 |
40 |
$192M |
+$13.9M |
-$2.14M |
+$11.8M |
IWM, MSFT, VWO, DHR, GOOGL
|
13F-HR |
10/19/2021, 02:16 PM |
Q2 2021 |
39 |
$180M |
+$3.08M |
-$390K |
+$2.69M |
IWM, MSFT, VWO, META, GOOGL
|
13F-HR |
8/9/2021, 12:57 PM |
Q1 2021 |
38 |
$166M |
+$468K |
-$6.34K |
+$462K |
IWM, VWO, MSFT, GOOGL, META
|
13F-HR |
5/4/2021, 04:12 PM |
Q4 2020 |
65 |
$22.3K |
$0 |
$0 |
|
VNT, JWN, RDSA, BAC
|
13F-HR |
1/29/2021, 12:00 PM |
Q3 2020 |
65 |
$148M |
+$3.76M |
-$4.17M |
-$411K |
IWM, MSFT, VWO, KBE, DHR
|
13F-HR |
11/2/2020, 05:25 PM |
Q2 2020 |
44 |
$137M |
+$4.51M |
-$5.19M |
-$676K |
IWM, KBE, MSFT, VWO, DHR
|
13F-HR |
7/13/2020, 05:51 PM |
Q1 2020 |
35 |
$113M |
+$2.97M |
-$7.51M |
-$4.54M |
IWM, KBE, MSFT, VWO, DHR
|
13F-HR |
5/5/2020, 06:04 PM |
Q4 2019 |
38 |
$146M |
+$514K |
-$2.34M |
-$1.83M |
IWM, KBE, VWO, DHR, FI
|
13F-HR |
1/14/2020, 01:23 PM |
Q3 2019 |
39 |
$136M |
+$4.17M |
-$7.01M |
-$2.83M |
IWM, KBE, VWO, HD, SYK
|
13F-HR |
10/11/2019, 04:21 PM |
Q2 2019 |
40 |
$139M |
+$2.53M |
-$4.35M |
-$1.82M |
IWM, KBE, VWO, SYK, DHR
|
13F-HR |
8/5/2019, 02:05 PM |
Q1 2019 |
42 |
$136M |
+$8.9M |
-$4.5M |
+$4.41M |
IWM, KBE, VWO, SYK, CHD
|
13F-HR |
5/8/2019, 12:50 PM |
Q4 2018 |
39 |
$115M |
+$6.81M |
-$12.2M |
-$5.36M |
IWM, KBE, VWO, CHD, FI
|
13F-HR |
1/28/2019, 03:17 PM |
Q3 2018 |
46 |
$138M |
+$26.1M |
-$3.05M |
+$23M |
IWM, KBE, VWO, FI, HD
|
13F-HR |
10/29/2018, 04:16 PM |
Q2 2018 |
85 |
$108M |
+$5.23M |
-$22.8M |
-$17.5M |
KBE, FI, HD, SYK, BDX
|
13F-HR |
7/30/2018, 06:06 PM |
Q1 2018 |
44 |
$123M |
+$9.85M |
-$8.66M |
+$1.19M |
IWM, KBE, VWO, FI, SYK
|
13F-HR |
4/30/2018, 05:14 PM |
Q4 2017 |
42 |
$125M |
+$15.2M |
-$1.3M |
+$13.9M |
IWM, KBE, VWO, HD, FI
|
13F-HR |
2/9/2018, 05:13 PM |
Q3 2017 |
40 |
$106M |
+$1.09M |
-$14.1M |
-$13M |
KBE, VWO, FI, SYK, HD
|
13F-HR |
11/9/2017, 04:10 PM |
Q2 2017 |
41 |
$116M |
+$69.2K |
-$948K |
-$879K |
IWM, KBE, VWO, FI, SYK
|
13F-HR |
8/9/2017, 02:40 PM |
Q1 2017 |
42 |
$115M |
+$28M |
-$3.17M |
+$24.9M |
IWM, KBE, VWO, FI, HD
|
13F-HR |
5/15/2017, 05:44 PM |
Q4 2016 |
55 |
$82.2M |
+$10.9M |
-$3.87M |
+$7.06M |
KBE, FI, SYK, HD, WBA
|
13F-HR |
2/10/2017, 06:13 PM |
Q3 2016 |
56 |
$76.7M |
+$2.91M |
-$2.83M |
+$80.6K |
FI, AAPL, BDX, CHD, SYK
|
13F-HR |
11/14/2016, 11:22 AM |
Q2 2016 |
56 |
$77.3M |
+$49.7K |
-$1.21M |
-$1.16M |
FI, CHD, SYK, BDX, HD
|
13F-HR |
8/12/2016, 12:36 PM |
Q1 2016 |
64 |
$78.6M |
+$2.37M |
-$667K |
+$1.7M |
FI, HD, AAPL, CHD, WBA
|
13F-HR |
5/13/2016, 01:13 PM |
Q4 2015 |
64 |
$75.7M |
+$857K |
-$978K |
-$122K |
FI, HD, WBA, AAPL, CHD
|
13F-HR |
2/11/2016, 02:51 PM |
Q3 2015 |
64 |
$74M |
+$5.93M |
-$6.15M |
-$218K |
FI, AAPL, HD, CTSH, WBA
|
13F-HR |
11/12/2015, 12:16 PM |
Q2 2015 |
50 |
$74.3M |
+$2.69M |
-$4.82M |
-$2.13M |
AAPL, FI, WBA, CHD, HD
|
13F-HR |
8/12/2015, 01:52 PM |
Q1 2015 |
54 |
$77.7M |
+$1.53M |
-$4.82M |
-$3.29M |
AAPL, FI, WBA, CHD, HD
|
13F-HR |
5/14/2015, 05:52 PM |
Q4 2014 |
57 |
$78.1M |
+$5.83M |
-$3.98M |
+$1.85M |
AAPL, FI, WBA, CHD, DHR
|
13F-HR |
2/12/2015, 07:02 PM |
Q3 2014 |
48 |
$71.2M |
+$12.4M |
-$717K |
+$11.7M |
AAPL, FI, JNJ, CHD, DHR
|
13F-HR |
11/14/2014, 12:26 PM |
Q2 2014 |
64 |
$59.8M |
+$6.9M |
-$372K |
+$6.53M |
AAPL, FI, WAG, DHR, JNJ
|
13F-HR |
9/3/2014, 01:31 PM |
Q1 2014 |
34 |
$55.5M |
+$2.88M |
-$492K |
+$2.39M |
GOOGL, FI, WAG, AAPL, AXE
|
13F-HR |
4/30/2014, 01:40 PM |
Q4 2013 |
34 |
$54.5M |
$0 |
$0 |
|
GOOGL, FI, AAPL, DHR, UTX
|
13F-HR |
1/29/2014, 05:50 PM |