Q3 2024 |
66 |
$67.6M |
+$3.68M |
-$7.81M |
-$4.12M |
AVGO, URI, AAPL, CDW, LRCX
|
13F-HR |
10/23/2024, 11:28 AM |
Q2 2024 |
71 |
$72.2M |
+$4.05M |
-$23.4M |
-$19.4M |
AVGO, LRCX, URI, CDW, AAPL
|
13F-HR |
7/26/2024, 10:18 AM |
Q1 2024 |
94 |
$94M |
+$21.4M |
-$5.19M |
+$16.2M |
URI, LRCX, AVGO, ABBV, CDW
|
13F-HR |
4/29/2024, 10:33 AM |
Q4 2023 |
76 |
$72.3M |
+$2.81M |
-$5.49M |
-$2.69M |
AVGO, URI, LRCX, CDW, MSFT
|
13F-HR |
1/31/2024, 10:37 AM |
Q3 2023 |
82 |
$66M |
+$4.08M |
-$1.67M |
+$2.41M |
CDW, LRCX, AVGO, URI, AAPL
|
13F-HR |
10/25/2023, 01:43 PM |
Q2 2023 |
84 |
$65.4M |
+$1.35M |
-$6.32M |
-$4.96M |
AVGO, LRCX, AAPL, MSFT, CDW
|
13F-HR |
7/26/2023, 01:27 PM |
Q1 2023 |
85 |
$66.7M |
+$5.1M |
-$1.16M |
+$3.94M |
ABBV, CDW, LRCX, AVGO, MSFT
|
13F-HR |
4/26/2023, 12:55 PM |
Q4 2022 |
79 |
$59.7M |
+$988K |
-$4.4M |
-$3.41M |
ABBV, CDW, UNH, AVGO, TMO
|
13F-HR |
2/1/2023, 09:30 AM |
Q3 2022 |
86 |
$56.7M |
$0 |
$0 |
|
ABBV, CDW, TMO, UNH, LRCX
|
13F-HR |
10/27/2022, 09:59 AM |
Q2 2022 |
86 |
$60.6M |
+$992K |
-$18.3M |
-$17.3M |
ABBV, CDW, TMO, UNH, LRCX
|
13F-HR |
8/1/2022, 11:53 AM |
Q1 2022 |
109 |
$89.3M |
+$20.1M |
-$3.62M |
+$16.4M |
ABBV, CDW, LRCX, AVGO, AAPL
|
13F-HR |
5/3/2022, 01:01 PM |
Q4 2021 |
91 |
$78.7M |
+$2.36M |
-$19M |
-$16.7M |
LRCX, CDW, TROW, ABBV, TMO
|
13F-HR |
2/1/2022, 04:06 PM |
Q3 2021 |
107 |
$86.6M |
+$13.9M |
-$4.77M |
+$9.11M |
ABBV, TROW, CDW, LRCX, DLR
|
13F-HR |
10/27/2021, 01:22 PM |
Q2 2021 |
89 |
$78.5M |
+$5.35M |
-$1.27M |
+$4.07M |
LRCX, TROW, CDW, ABBV, MSFT
|
13F-HR |
7/30/2021, 12:13 PM |
Q1 2021 |
89 |
$68M |
+$7.97M |
-$4.83M |
+$3.14M |
LRCX, TROW, CDW, ABBV, MSFT
|
13F-HR |
5/5/2021, 01:17 PM |
Q4 2020 |
85 |
$61M |
+$4.01M |
-$3.8M |
+$214K |
LRCX, ABBV, TROW, CDW, AAPL
|
13F-HR |
2/10/2021, 03:39 PM |
Q3 2020 |
84 |
$53.4M |
+$4.93M |
-$3.27M |
+$1.66M |
TROW, CDW, ABBV, LRCX, ABT
|
13F-HR |
10/30/2020, 01:45 PM |
Q2 2020 |
78 |
$50.5M |
+$6.63M |
-$2.39M |
+$4.24M |
ABBV, TROW, CDW, LRCX, ABT
|
13F-HR |
7/6/2020, 04:21 PM |
Q1 2020 |
73 |
$37.2M |
+$1.75M |
-$72M |
-$70.2M |
ABBV, TROW, CDW, ABT, LRCX
|
13F-HR |
6/2/2020, 03:37 PM |
Q4 2019 |
99 |
$135M |
+$10.4M |
-$19.3M |
-$8.92M |
AVGO, ABBV, OKE, TROW, LRCX
|
13F-HR |
1/22/2020, 11:56 AM |
Q3 2019 |
99 |
$133M |
+$15.2M |
-$4.25M |
+$11M |
AVGO, ABBV, MPLX, OKE, TROW
|
Restatement |
11/5/2019, 11:09 AM |
Q2 2019 |
96 |
$123M |
+$12.7M |
-$21.6M |
-$8.96M |
AVGO, ABBV, OKE, TROW, UNH
|
13F-HR |
7/26/2019, 12:51 PM |
Q1 2019 |
97 |
$131M |
+$15.1M |
-$10.5M |
+$4.55M |
AVGO, ABBV, OKE, CDW, UNH
|
13F-HR |
5/3/2019, 10:20 AM |
Q4 2018 |
90 |
$117M |
+$8.74M |
-$18.1M |
-$9.33M |
ABBV, AVGO, M, CDW, UNH
|
13F-HR |
1/25/2019, 04:00 PM |
Q3 2018 |
101 |
$147M |
+$9.24M |
-$10.3M |
-$1.03M |
ABBV, M, UNH, CDW, OKE
|
13F-HR |
10/18/2018, 12:18 PM |
Q2 2018 |
94 |
$143M |
+$23M |
-$22.7M |
+$237K |
ABBV, M, OKE, UNH, CDW
|
13F-HR |
8/10/2018, 11:52 AM |
Q1 2018 |
88 |
$138M |
+$12.5M |
-$12.3M |
+$160K |
ABBV, UNH, CSCO, M, LAZ
|
13F-HR |
5/2/2018, 11:06 AM |
Q4 2017 |
94 |
$142M |
+$11.7M |
-$12.5M |
-$779K |
ABBV, UNH, CSCO, MET, LAZ
|
13F-HR |
2/7/2018, 12:09 PM |
Q3 2017 |
89 |
$139M |
+$12.9M |
-$12.1M |
+$798K |
ABBV, UNH, MET, AMGN, CSCO
|
13F-HR |
10/16/2017, 04:08 PM |
Q2 2017 |
89 |
$135M |
+$8.16M |
-$11.3M |
-$3.18M |
UNH, ABBV, MET, CDW, AMGN
|
13F-HR |
8/4/2017, 02:15 PM |
Q1 2017 |
86 |
$134M |
+$14.1M |
-$13.3M |
+$822K |
ABBV, UNH, MET, CSCO, CDW
|
13F-HR |
5/9/2017, 11:51 AM |
Q4 2016 |
85 |
$128M |
+$20M |
-$30.5M |
-$10.5M |
ABBV, MET, UNH, BCRHF, CSCO
|
13F-HR |
2/10/2017, 03:39 PM |
Q3 2016 |
105 |
$135M |
+$32.7M |
-$38.5M |
-$5.83M |
ABBV, UNH, MET, AMGN, CSCO
|
13F-HR |
11/10/2016, 09:41 AM |
Q2 2016 |
81 |
$137M |
+$28M |
-$32M |
-$3.95M |
ABBV, UNH, AMGN, CSCO, BLK
|
13F-HR |
8/12/2016, 10:06 AM |
Q1 2016 |
79 |
$140M |
+$22.7M |
-$35.5M |
-$12.8M |
ABBV, AGN, GILD, V, UNH
|
13F-HR |
5/13/2016, 10:54 AM |
Q4 2015 |
83 |
$157M |
+$19.5M |
-$20M |
-$493K |
AGN, AAPL, GILD, AMGN, V
|
Restatement |
2/12/2016, 10:09 AM |
Q3 2015 |
77 |
$159M |
+$7.19M |
-$29.8M |
-$22.6M |
AAPL, AGN, GILD, FDS, UNH
|
Restatement |
11/18/2015, 12:53 PM |
Q2 2015 |
85 |
$209M |
+$33.6M |
-$29.5M |
+$4.08M |
AAPL, AGN, GILD, DLR, FDS
|
13F-HR |
8/12/2015, 12:22 PM |
Q1 2015 |
89 |
$206M |
+$27.4M |
-$25.5M |
+$1.93M |
AAPL, B108PS, MNKKQ, TROW, FDS
|
13F-HR |
5/13/2015, 09:58 AM |
Q4 2014 |
92 |
$202M |
+$20M |
-$32.5M |
-$12.5M |
AAPL, DLR, QCOM, FDS, MNKKQ
|
13F-HR |
2/12/2015, 09:18 AM |
Q3 2014 |
86 |
$210M |
+$12.5M |
-$27.5M |
-$15M |
AAPL, QCOM, DLR, MNKKQ, FDS
|
13F-HR |
11/13/2014, 10:17 AM |
Q2 2014 |
88 |
$230M |
+$52.9M |
-$46.6M |
+$6.34M |
AAPL, QCOM, QCOR, DLR, FDS
|
13F-HR |
8/13/2014, 03:29 PM |
Q1 2014 |
85 |
$222M |
+$21.3M |
-$37.1M |
-$15.8M |
QCOM, AAPL, TUP, PX, MCD
|
13F-HR |
5/13/2014, 11:04 AM |
Q4 2013 |
81 |
$241M |
$0 |
$0 |
|
AAPL, TUP, ABBV, QCOM, PX
|
13F-HR |
2/11/2014, 09:43 AM |