Q3 2024 |
65 |
$262M |
+$26.3M |
-$16.8M |
+$9.53M |
RSG, KBR, EME, JCI, PRMW
|
13F-HR |
11/7/2024, 03:23 PM |
Q2 2024 |
65 |
$242M |
+$28.7M |
-$6.59M |
+$22.1M |
RSG, KBR, EME, MYRG, GOOG
|
13F-HR |
8/6/2024, 04:09 PM |
Q1 2024 |
61 |
$226M |
+$7.05M |
-$17.9M |
-$10.8M |
RSG, KBR, EME, MYRG, GOOG
|
13F-HR |
5/6/2024, 03:27 PM |
Q4 2023 |
60 |
$212M |
+$7.71M |
-$8.88M |
-$1.17M |
RSG, KBR, MYRG, EME, GOOG
|
13F-HR |
2/2/2024, 11:39 AM |
Q3 2023 |
57 |
$196M |
+$13.4M |
-$14.8M |
-$1.42M |
RSG, KBR, MYRG, EME, TMUS
|
13F-HR |
10/18/2023, 03:53 PM |
Q2 2023 |
61 |
$206M |
+$8M |
-$59.6M |
-$51.6M |
RSG, KBR, MYRG, EME, TMUS
|
13F-HR |
7/31/2023, 08:18 AM |
Q1 2023 |
64 |
$250M |
+$9.17M |
-$17.9M |
-$8.75M |
RSG, KBR, MYRG, TMUS, EME
|
13F-HR |
5/2/2023, 01:57 PM |
Q4 2022 |
65 |
$251M |
+$7.37M |
-$7.4M |
-$28.6K |
RSG, KBR, TMUS, MYRG, EME
|
13F-HR |
2/1/2023, 08:12 AM |
Q3 2022 |
74 |
$235M |
+$17.1M |
-$11.3M |
+$5.8M |
RSG, KBR, TMUS, GOOG, MYRG
|
13F-HR |
11/1/2022, 08:37 AM |
Q2 2022 |
81 |
$248M |
+$27.1M |
-$46.8M |
-$19.8M |
RSG, KBR, GOOG, TMUS, MYRG
|
13F-HR |
7/28/2022, 02:37 PM |
Q1 2022 |
91 |
$305M |
+$12.7M |
-$28.5M |
-$15.8M |
RSG, KBR, GOOG, CSCO, TMUS
|
13F-HR |
5/3/2022, 02:02 PM |
Q4 2021 |
87 |
$331M |
+$20.1M |
-$14.5M |
+$5.57M |
RSG, ZD, KBR, GOOG, CSCO
|
13F-HR |
2/7/2022, 04:44 PM |
Q3 2021 |
88 |
$305M |
+$44.8M |
-$8.05M |
+$36.8M |
RSG, GOOG, KBR, ZD, MYRG
|
13F-HR |
11/4/2021, 08:38 AM |
Q2 2021 |
80 |
$269M |
+$16.3M |
-$5.69M |
+$10.6M |
RSG, GOOG, ZD, KBR, JCI
|
13F-HR |
8/3/2021, 06:46 AM |
Q1 2021 |
58 |
$246M |
+$18.5M |
-$24.1M |
-$5.63M |
RSG, KBR, ZD, GOOG, CSCO
|
13F-HR |
5/5/2021, 02:42 PM |
Q4 2020 |
57 |
$231M |
+$28.4M |
-$20.7M |
+$7.68M |
RSG, KBR, ZD, GOOG, SHW
|
13F-HR |
2/9/2021, 08:06 AM |
Q3 2020 |
55 |
$191M |
+$17.3M |
-$12.4M |
+$4.96M |
RSG, SHW, GOOG, KBR, UPS
|
13F-HR |
11/9/2020, 09:29 AM |
Q2 2020 |
50 |
$171M |
+$20.1M |
-$34.2M |
-$14M |
RSG, SHW, GOOG, KBR, ZD
|
13F-HR |
8/6/2020, 02:31 PM |
Q1 2020 |
48 |
$161M |
+$27M |
-$20.6M |
+$6.44M |
RSG, SHW, ZD, KBR, GOOG
|
13F-HR |
5/5/2020, 06:54 AM |
Q4 2019 |
44 |
$220M |
+$13.6M |
-$52.3M |
-$38.6M |
RSG, SHW, WH, DFS, KBR
|
13F-HR |
2/7/2020, 12:50 PM |
Q3 2019 |
49 |
$249M |
+$17.6M |
-$55.3M |
-$37.6M |
RSG, SHW, DFS, WH, MTZ
|
13F-HR |
11/5/2019, 11:02 AM |
Q2 2019 |
52 |
$284M |
+$40.7M |
-$8.95M |
+$31.7M |
RSG, EME, WH, MTZ, SHW
|
13F-HR |
8/6/2019, 01:32 PM |
Q1 2019 |
46 |
$244M |
+$16.3M |
-$26.3M |
-$10.1M |
RSG, MTZ, JCI, EME, WH
|
13F-HR |
5/7/2019, 09:47 AM |
Q4 2018 |
48 |
$223M |
+$15.2M |
-$32M |
-$16.8M |
RSG, DFS, EME, MTZ, SHW
|
13F-HR |
2/11/2019, 10:19 AM |
Q3 2018 |
49 |
$291M |
+$21.6M |
-$21.2M |
+$437K |
RSG, CNDT, DFS, EME, SHW
|
13F-HR |
11/9/2018, 11:08 AM |
Q2 2018 |
50 |
$285M |
+$21.5M |
-$41M |
-$19.6M |
RSG, DFS, EME, CNDT, MHK
|
13F-HR |
8/8/2018, 04:14 PM |
Q1 2018 |
103 |
$292M |
+$28.5M |
-$23.4M |
+$5.11M |
RSG, DFS, EME, CNDT, JCI
|
13F-HR |
5/7/2018, 11:46 AM |
Q4 2017 |
49 |
$298M |
+$16.6M |
-$48.2M |
-$31.6M |
RSG, DFS, EME, CNDT, MTZ
|
13F-HR |
2/5/2018, 11:33 AM |
Q3 2017 |
53 |
$314M |
+$14.2M |
-$23.7M |
-$9.47M |
RSG, DFS, SIX, EME, JCI
|
13F-HR |
11/6/2017, 08:48 AM |
Q2 2017 |
54 |
$320M |
+$19.5M |
-$42.2M |
-$22.6M |
RSG, MTZ, DFS, EME, SIX
|
13F-HR |
7/31/2017, 09:14 AM |
Q1 2017 |
61 |
$335M |
+$29.9M |
-$74.8M |
-$44.9M |
RSG, MTZ, DFS, GPT, EME
|
13F-HR |
5/4/2017, 10:36 AM |
Q4 2016 |
58 |
$336M |
+$45.6M |
-$49.7M |
-$4.12M |
RSG, GPT, MTZ, DFS, EME
|
13F-HR |
1/24/2017, 11:50 AM |
Q3 2016 |
54 |
$310M |
+$11.2M |
-$31.2M |
-$19.9M |
GPT, RSG, EME, MTZ, NOVT
|
13F-HR |
11/2/2016, 10:09 AM |
Q2 2016 |
54 |
$307M |
+$34M |
-$51.1M |
-$17.1M |
RSG, GPT, EME, NOVT, LMOS
|
13F-HR |
7/14/2016, 09:43 AM |
Q1 2016 |
57 |
$318M |
+$26M |
-$64M |
-$38M |
RSG, GPT, GSIG, LMOS, EME
|
13F-HR |
4/28/2016, 11:45 AM |
Q4 2015 |
54 |
$339M |
+$47.1M |
-$102M |
-$54.6M |
RSG, GPT, PPL, LMOS, GSIG
|
13F-HR |
1/26/2016, 11:40 AM |
Q3 2015 |
52 |
$391M |
+$12.2M |
-$33.4M |
-$21.3M |
RSG, LMOS, FCN, PPL, EME
|
13F-HR |
10/1/2015, 11:17 AM |
Q2 2015 |
54 |
$458M |
+$58.6M |
-$48.9M |
+$9.62M |
RSG, LMOS, MTZ, EME, FCN
|
13F-HR |
7/2/2015, 02:11 PM |
Q1 2015 |
49 |
$447M |
+$26.1M |
-$88.1M |
-$62.1M |
RSG, LMOS, FCN, MTZ, EME
|
13F-HR |
4/2/2015, 11:04 AM |
Q4 2014 |
47 |
$523M |
+$15.9M |
-$43.7M |
-$27.8M |
RSG, ZD, LMOS, PRE, FCN
|
13F-HR |
1/8/2015, 09:48 AM |
Q3 2014 |
45 |
$549M |
+$10.4M |
-$44.5M |
-$34.1M |
RSG, ZD, MTZ, LMOS, PRE
|
13F-HR |
10/2/2014, 10:45 AM |
Q2 2014 |
47 |
$625M |
+$51M |
-$39.6M |
+$11.4M |
RSG, EGN, ZD, MTZ, HLIT
|
13F-HR |
7/3/2014, 10:49 AM |
Q1 2014 |
47 |
$609M |
+$57.3M |
-$16.5M |
+$40.8M |
ZD, RSG, EGN, HLIT, PRE
|
13F-HR |
4/3/2014, 10:41 AM |
Q4 2013 |
50 |
$561M |
$0 |
$0 |
|
ZD, FCN, RSG, HLIT, PRE
|
13F-HR |
1/2/2014, 01:25 PM |