Q3 2024 |
216 |
$6.15B |
+$319M |
-$377M |
-$58M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
11/12/2024, 10:22 AM |
Q2 2024 |
216 |
$6.01B |
+$434M |
-$233M |
+$202M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
7/24/2024, 02:12 PM |
Q1 2024 |
218 |
$6.05B |
+$227M |
-$354M |
-$127M |
MSFT, GOOG, AMZN, ORLY, DXCM
|
13F-HR |
5/14/2024, 12:38 PM |
Q4 2023 |
213 |
$5.65B |
+$165M |
-$170M |
-$4.74M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
2/13/2024, 11:45 AM |
Q3 2023 |
214 |
$5B |
+$181M |
-$172M |
+$8.97M |
GOOG, MSFT, ORLY, AAPL, AMZN
|
Restatement |
2/13/2024, 11:37 AM |
Q2 2023 |
217 |
$5.23B |
+$103M |
-$252M |
-$148M |
MSFT, GOOG, AAPL, ORLY, AMZN
|
Restatement |
2/13/2024, 11:30 AM |
Q1 2023 |
219 |
$4.93B |
+$153M |
-$264M |
-$111M |
MSFT, GOOG, AAPL, ORLY, TMO
|
Restatement |
2/13/2024, 11:22 AM |
Q4 2022 |
218 |
$4.67B |
+$172M |
-$210M |
-$37.2M |
MSFT, GOOG, ORLY, AAPL, HD
|
Restatement |
2/13/2024, 11:05 AM |
Q3 2022 |
223 |
$4.37B |
+$307M |
-$189M |
+$118M |
MSFT, AAPL, GOOG, ORLY, HD
|
Restatement |
2/13/2024, 10:58 AM |
Q2 2022 |
225 |
$4.58B |
+$248M |
-$376M |
-$128M |
MSFT, AAPL, GOOG, ORLY, V
|
Restatement |
2/13/2024, 10:50 AM |
Q1 2022 |
230 |
$5.61B |
+$260M |
-$373M |
-$113M |
MSFT, GOOG, AAPL, ORLY, PANW
|
Restatement |
2/13/2024, 10:37 AM |
Q4 2021 |
230 |
$6.14B |
+$351M |
-$368M |
-$17M |
MSFT, GOOG, AAPL, HD, ORLY
|
13F-HR |
2/10/2022, 06:05 PM |
Q3 2021 |
235 |
$5.66B |
+$208M |
-$248M |
-$39.7M |
MSFT, GOOG, AAPL, TMO, ORLY
|
13F-HR |
11/15/2021, 01:30 PM |
Q2 2021 |
235 |
$5.67B |
+$224M |
-$285M |
-$61.3M |
GOOG, MSFT, AAPL, V, TMO
|
13F-HR |
8/12/2021, 02:13 PM |
Q1 2021 |
232 |
$5.33B |
+$377M |
-$532M |
-$155M |
MSFT, GOOG, AAPL, AON, HD
|
13F-HR |
5/13/2021, 07:28 PM |
Q4 2020 |
228 |
$5.28B |
+$263M |
-$312M |
-$49.1M |
MSFT, AAPL, GOOG, V, CTAS
|
13F-HR |
2/10/2021, 04:00 PM |
Q3 2020 |
222 |
$4.74B |
+$317M |
-$146M |
+$171M |
MSFT, AAPL, GOOG, TMO, AON
|
13F-HR |
11/13/2020, 09:19 AM |
Q2 2020 |
218 |
$4.34B |
+$360M |
-$329M |
+$30.4M |
MSFT, AAPL, GOOG, AON, TMO
|
13F-HR |
8/13/2020, 09:13 AM |
Q1 2020 |
212 |
$3.53B |
+$139M |
-$391M |
-$252M |
MSFT, AAPL, GOOG, AON, TMO
|
13F-HR |
5/13/2020, 04:48 PM |
Q4 2019 |
220 |
$4.75B |
+$224M |
-$264M |
-$40.3M |
MSFT, AAPL, AON, GOOG, CBRE
|
13F-HR |
2/13/2020, 04:39 PM |
Q3 2019 |
221 |
$4.44B |
+$251M |
-$365M |
-$114M |
MSFT, AAPL, AON, GOOG, TMO
|
13F-HR |
11/14/2019, 02:14 PM |
Q2 2019 |
219 |
$4.5B |
+$283M |
-$207M |
+$76.2M |
MSFT, AAPL, TMO, AON, MA
|
13F-HR |
8/12/2019, 05:48 PM |
Q1 2019 |
218 |
$4.22B |
+$134M |
-$357M |
-$223M |
MSFT, TMO, AAPL, SNA, MA
|
13F-HR |
5/14/2019, 12:05 PM |
Q4 2018 |
225 |
$3.84B |
+$174M |
-$285M |
-$111M |
MSFT, TMO, AAPL, SNA, MA
|
13F-HR |
2/14/2019, 11:29 AM |
Q3 2018 |
225 |
$4.58B |
+$256M |
-$301M |
-$44.7M |
AAPL, MSFT, SNA, CSCO, TMO
|
Restatement |
2/14/2019, 11:22 AM |
Q2 2018 |
216 |
$4.28B |
+$250M |
-$487M |
-$237M |
MSFT, AAPL, SNA, CSCO, TMO
|
13F-HR |
8/14/2018, 03:58 PM |
Q1 2018 |
211 |
$4.4B |
+$209M |
-$421M |
-$212M |
TMO, CBRE, MSFT, CSCO, SCHW
|
13F-HR |
5/14/2018, 12:17 PM |
Q4 2017 |
210 |
$4.6B |
+$255M |
-$383M |
-$128M |
TMO, SNA, SCHW, CSCO, MSFT
|
13F-HR |
2/14/2018, 02:01 PM |
Q3 2017 |
214 |
$4.49B |
+$304M |
-$437M |
-$133M |
TMO, SCHW, MA, SNA, CSCO
|
13F-HR |
11/14/2017, 12:52 PM |
Q2 2017 |
215 |
$4.5B |
+$349M |
-$291M |
+$57.8M |
LKQ, TMO, SCHW, SNA, WBA
|
13F-HR |
8/10/2017, 06:12 PM |
Q1 2017 |
208 |
$4.4B |
+$392M |
-$768M |
-$375M |
WBA, SNA, DVA, SCHW, LKQ
|
13F-HR |
5/12/2017, 05:28 PM |
Q4 2016 |
216 |
$4.48B |
+$576M |
-$693M |
-$118M |
SNA, LKQ, WBA, GILD, ORLY
|
13F-HR |
2/13/2017, 01:14 PM |
Q3 2016 |
212 |
$4.55B |
+$477M |
-$959M |
-$482M |
LKQ, WBA, IBM, SNA, PFE
|
13F-HR |
11/14/2016, 02:39 PM |
Q2 2016 |
201 |
$4.96B |
+$326M |
-$392M |
-$66.2M |
WBA, TMO, CB, AON, GILD
|
Restatement |
8/12/2016, 11:15 AM |
Q1 2016 |
205 |
$4.92B |
+$474M |
-$823M |
-$349M |
WBA, GILD, AMG, TMO, LKQ
|
13F-HR |
5/13/2016, 01:31 PM |
Q4 2015 |
210 |
$5.35B |
+$512M |
-$473M |
+$38.8M |
GILD, WBA, VRX, SNA, TMO
|
13F-HR |
2/11/2016, 01:11 PM |
Q3 2015 |
214 |
$5.28B |
+$413M |
-$317M |
+$95.9M |
VRX, GILD, WBA, ORLY, AMG
|
13F-HR |
11/12/2015, 03:03 PM |
Q2 2015 |
217 |
$5.72B |
+$626M |
-$248M |
+$378M |
VRX, GILD, WBA, AMG, SNA
|
13F-HR |
8/12/2015, 04:10 PM |
Q1 2015 |
224 |
$5.3B |
+$476M |
-$288M |
+$188M |
VRX, WBA, GILD, AMG, SNA
|
13F-HR |
5/13/2015, 02:51 PM |
Q4 2014 |
237 |
$4.87B |
+$695M |
-$355M |
+$340M |
VRX, WBA, AMG, GILD, ORLY
|
13F-HR |
2/12/2015, 05:33 PM |
Q3 2014 |
242 |
$4.25B |
+$278M |
-$195M |
+$82.3M |
VRX, GILD, WAG, AMG, TMO
|
13F-HR |
11/12/2014, 04:26 PM |
Q2 2014 |
248 |
$4.2B |
+$278M |
-$365M |
-$87.4M |
WAG, VRX, AMG, GILD, ORLY
|
13F-HR |
8/14/2014, 12:54 PM |
Q1 2014 |
255 |
$4.14B |
+$407M |
-$340M |
+$67.4M |
VRX, WAG, AMG, TMO, GILD
|
Restatement |
5/12/2014, 01:53 PM |
Q4 2013 |
268 |
$4.11B |
$0 |
$0 |
|
VRX, AMG, WAG, GILD, TMO
|
13F-HR |
2/7/2014, 04:46 PM |