Q3 2024 |
211 |
$554M |
+$11.4M |
-$10.9M |
+$513K |
AAPL, MSFT, BRKB, GOOG, AMZN
|
13F-HR |
11/13/2024, 06:02 AM |
Q2 2024 |
200 |
$526M |
+$25.5M |
-$15.7M |
+$9.78M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
8/9/2024, 07:58 AM |
Q1 2024 |
212 |
$523M |
+$21.3M |
-$23.2M |
-$1.9M |
AAPL, MSFT, BRKB, GOOG, AMZN
|
13F-HR |
5/10/2024, 10:36 AM |
Q4 2023 |
216 |
$491M |
+$7.25M |
-$13.7M |
-$6.47M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
2/8/2024, 06:45 AM |
Q3 2023 |
207 |
$455M |
+$16M |
-$28.8M |
-$12.9M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
11/14/2023, 07:11 AM |
Q2 2023 |
212 |
$484M |
+$12.3M |
-$17.8M |
-$5.53M |
AAPL, MSFT, BRKB, GOOG, AMZN
|
13F-HR |
8/14/2023, 09:12 AM |
Q1 2023 |
214 |
$458M |
+$7.83M |
-$23.8M |
-$16M |
AAPL, MSFT, BRKB, GOOG, MCD
|
13F-HR |
4/28/2023, 06:52 AM |
Q4 2022 |
209 |
$452M |
+$9.47M |
-$6.26M |
+$3.22M |
AAPL, MSFT, BRKB, GOOG, MCD
|
13F-HR |
2/14/2023, 03:28 PM |
Q3 2022 |
205 |
$412M |
+$30M |
-$6.14M |
+$23.8M |
AAPL, MSFT, BRKB, GOOG, AMZN
|
13F-HR |
11/1/2022, 02:46 PM |
Q2 2022 |
203 |
$425M |
+$14.5M |
-$12.1M |
+$2.4M |
AAPL, MSFT, GOOG, BRKB, JNJ
|
13F-HR |
8/5/2022, 03:20 PM |
Q1 2022 |
214 |
$511M |
+$11.1M |
-$13.1M |
-$1.99M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
4/25/2022, 10:31 AM |
Q4 2021 |
222 |
$542M |
+$10.4M |
-$7.35M |
+$3.03M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
2/3/2022, 10:22 AM |
Q3 2021 |
215 |
$495M |
+$8.24M |
-$7.79M |
+$451K |
AAPL, MSFT, GOOG, BRKB, DIS
|
13F-HR |
11/4/2021, 03:43 PM |
Q2 2021 |
213 |
$505M |
+$13.9M |
-$15.3M |
-$1.44M |
AAPL, MSFT, GOOG, BRKB, AMZN
|
13F-HR |
8/13/2021, 10:06 AM |
Q1 2021 |
208 |
$480M |
+$14.9M |
-$16.5M |
-$1.6M |
AAPL, MSFT, GOOG, BRKB, DIS
|
13F-HR |
5/13/2021, 09:11 AM |
Q4 2020 |
203 |
$457M |
+$27.8M |
-$5.63M |
+$22.2M |
AAPL, MSFT, GOOG, DIS, BRKB
|
13F-HR |
2/12/2021, 10:56 AM |
Q3 2020 |
175 |
$385M |
+$42M |
-$21.7M |
+$20.4M |
AAPL, MSFT, AMZN, GOOG, BRKB
|
13F-HR |
11/13/2020, 11:28 AM |
Q2 2020 |
171 |
$356M |
+$15.3M |
-$38.9M |
-$23.6M |
AAPL, MSFT, GOOG, AMZN, BRKB
|
13F-HR |
8/14/2020, 01:37 PM |
Q1 2020 |
166 |
$315M |
+$5.36M |
-$50.5M |
-$45.1M |
MSFT, AAPL, BRKB, GOOG, JNJ
|
13F-HR |
5/15/2020, 03:35 PM |
Q4 2019 |
201 |
$462M |
+$10.4M |
-$9.43M |
+$1.02M |
AAPL, MSFT, BRKB, GOOG, DIS
|
13F-HR |
2/14/2020, 01:38 PM |
Q3 2019 |
200 |
$428M |
+$16.8M |
-$26.5M |
-$9.74M |
MSFT, AAPL, BRKB, GOOG, PG
|
13F-HR |
11/14/2019, 12:42 PM |
Q2 2019 |
206 |
$428M |
+$12.3M |
-$51.7M |
-$39.3M |
MSFT, AAPL, BRKB, GOOG, JNJ
|
13F-HR |
8/14/2019, 01:55 PM |
Q1 2019 |
216 |
$453M |
+$12.5M |
-$8.89M |
+$3.6M |
MSFT, AAPL, BRKB, GOOG, JNJ
|
13F-HR |
5/14/2019, 12:39 PM |
Q4 2018 |
211 |
$400M |
+$6.69M |
-$19.7M |
-$13M |
MSFT, BRKB, AAPL, JNJ, GOOG
|
13F-HR |
2/14/2019, 02:41 PM |
Q3 2018 |
223 |
$487M |
+$14.6M |
-$14M |
+$589K |
MSFT, AAPL, BRKB, GOOG, JNJ
|
13F-HR |
11/14/2018, 12:23 PM |
Q2 2018 |
219 |
$454M |
+$11.3M |
-$18M |
-$6.69M |
MSFT, AAPL, CONNQ, BRKB, GOOG
|
13F-HR |
8/14/2018, 02:59 PM |
Q1 2018 |
225 |
$445M |
+$15.8M |
-$20.9M |
-$5.11M |
MSFT, AAPL, CONNQ, BRKB, JNJ
|
13F-HR |
5/15/2018, 10:03 AM |
Q4 2017 |
228 |
$461M |
+$14M |
-$27.6M |
-$13.6M |
MSFT, AAPL, CONNQ, BRKB, JNJ
|
13F-HR |
2/14/2018, 10:08 AM |
Q3 2017 |
218 |
$443M |
+$18.8M |
-$31.3M |
-$12.5M |
MSFT, CONNQ, AAPL, JNJ, BRKB
|
13F-HR |
11/14/2017, 07:36 AM |
Q2 2017 |
215 |
$434M |
+$7.83M |
-$88M |
-$80.2M |
MSFT, AAPL, JNJ, TRTN, CONNQ
|
13F-HR |
8/14/2017, 02:52 PM |
Q1 2017 |
214 |
$504M |
+$17.3M |
-$13.4M |
+$3.86M |
TRTN, MSFT, AAPL, JNJ, KEX
|
13F-HR |
5/15/2017, 07:29 AM |
Q4 2016 |
213 |
$492M |
+$17.5M |
-$19M |
-$1.53M |
MSFT, TISI, TRTN, CONNQ, JNJ
|
13F-HR |
2/14/2017, 04:19 PM |
Q3 2016 |
213 |
$452M |
+$24.1M |
-$27.1M |
-$2.98M |
MSFT, JNJ, NAV, TISI, GWR
|
13F-HR |
11/14/2016, 02:44 PM |
Q2 2016 |
209 |
$432M |
+$12.5M |
-$18.8M |
-$6.38M |
JNJ, MSFT, TAL, KEX, GWR
|
13F-HR |
8/12/2016, 01:16 PM |
Q1 2016 |
212 |
$446M |
+$24.4M |
-$23.6M |
+$758K |
TAL, TISI, MSFT, GWR, KEX
|
13F-HR |
5/13/2016, 06:54 AM |
Q4 2015 |
209 |
$441M |
+$32.1M |
-$41.2M |
-$9.05M |
MSFT, CONNQ, THRM, JNJ, TAL
|
13F-HR |
2/16/2016, 02:23 PM |
Q3 2015 |
213 |
$449M |
+$21.4M |
-$30.7M |
-$9.29M |
THRM, CONNQ, KEX, EWBC, MTRX
|
13F-HR |
11/16/2015, 03:14 PM |
Q2 2015 |
223 |
$531M |
+$16.4M |
-$23.1M |
-$6.73M |
CONNQ, THRM, KEX, TISI, EWBC
|
13F-HR |
8/14/2015, 03:46 PM |
Q1 2015 |
225 |
$537M |
+$24.7M |
-$42.7M |
-$18M |
CONNQ, THRM, KEX, TISI, MINI
|
13F-HR |
5/14/2015, 03:20 PM |
Q4 2014 |
219 |
$570M |
+$17.2M |
-$38.1M |
-$20.8M |
THRM, TISI, KEX, SAIA, MINI
|
13F-HR |
2/13/2015, 02:40 PM |
Q3 2014 |
221 |
$610M |
+$18.6M |
-$30.4M |
-$11.8M |
KEX, SAIA, THRM, DXPE, EWBC
|
13F-HR |
11/13/2014, 02:20 PM |
Q2 2014 |
230 |
$679M |
+$33M |
-$24.2M |
+$8.84M |
KEX, CONNQ, THRM, SAIA, HOSSQ
|
13F-HR |
8/13/2014, 01:07 PM |
Q1 2014 |
224 |
$640M |
+$78.4M |
-$29.1M |
+$49.3M |
THRM, SAIA, KEX, CONNQ, HOSSQ
|
13F-HR |
5/15/2014, 04:18 PM |
Q4 2013 |
223 |
$610M |
$0 |
$0 |
|
CONNQ, KEX, DXPE, THRM, SAIA
|
13F-HR |
2/14/2014, 04:19 PM |