Q4 2017 |
75 |
$237M |
+$650K |
-$209M |
-$208M |
TFX, EVR, AOS, MRCY, OSK
|
13F-HR |
2/2/2018, 03:49 PM |
Q3 2017 |
139 |
$425M |
+$2.59M |
-$104M |
-$102M |
ESLT, AOS, TFX, OSK, RJF
|
13F-HR |
11/14/2017, 09:13 AM |
Q2 2017 |
143 |
$503M |
+$18.6M |
-$470M |
-$451M |
AOS, EQIX, ESLT, TFX, MHK
|
13F-HR |
8/3/2017, 03:49 PM |
Q1 2017 |
153 |
$924M |
+$94.4M |
-$256M |
-$161M |
EQIX, AOS, WAL, MHK, MIDD
|
13F-HR |
5/12/2017, 04:27 PM |
Q4 2016 |
153 |
$1.03B |
+$136M |
-$675M |
-$538M |
MHK, EXP, WAL, AOS, EQIX
|
13F-HR |
2/14/2017, 07:57 AM |
Q3 2016 |
163 |
$1.55B |
+$269M |
-$852M |
-$584M |
VMC, MHK, NFX, GOOGL, EQIX
|
13F-HR |
11/14/2016, 07:21 AM |
Q2 2016 |
169 |
$2.07B |
+$437M |
-$656M |
-$219M |
VMC, MHK, NFX, CXO, GOOGL
|
13F-HR |
8/15/2016, 07:18 AM |
Q1 2016 |
183 |
$2.24B |
+$509M |
-$711M |
-$203M |
VMC, MHK, GOOGL, CBRE, EQIX
|
13F-HR |
5/16/2016, 09:14 AM |
Q4 2015 |
171 |
$2.56B |
+$594M |
-$851M |
-$257M |
VMC, MHK, CBRE, ENDPQ, GOOGL
|
13F-HR |
2/12/2016, 07:05 AM |
Q3 2015 |
178 |
$2.72B |
+$646M |
-$889M |
-$243M |
MHK, NXPI, AAPL, CBRE, FTNT
|
13F-HR |
11/13/2015, 06:15 AM |
Q2 2015 |
181 |
$3.15B |
+$510M |
-$2.35B |
-$1.84B |
NXPI, AAPL, MHK, HAR, TSN
|
13F-HR |
8/14/2015, 08:50 AM |
Q1 2015 |
181 |
$4.99B |
+$953M |
-$1.79B |
-$837M |
AAPL, NXPI, GOOGL, V, DIS
|
13F-HR |
5/15/2015, 07:34 AM |
Q4 2014 |
186 |
$5.58B |
+$1.32B |
-$2B |
-$672M |
AAPL, V, GOOGL, FBIN, DIS
|
13F-HR |
2/17/2015, 08:27 AM |
Q3 2014 |
187 |
$6B |
+$1.19B |
-$1.66B |
-$472M |
AAPL, URI, BEAV, FBIN, AMG
|
13F-HR |
11/14/2014, 08:10 AM |
Q2 2014 |
188 |
$6.48B |
+$1.14B |
-$2.99B |
-$1.86B |
AAPL, URI, GOOGL, BEAV, FBIN
|
13F-HR |
8/14/2014, 08:58 AM |
Q1 2014 |
210 |
$8.37B |
+$1.79B |
-$2.92B |
-$1.13B |
AAPL, GOOGL, BEAV, V, URI
|
13F-HR |
5/15/2014, 09:10 AM |
Q4 2013 |
211 |
$9.62B |
$0 |
$0 |
|
GOOGL, BEAV, GILD, FBIN, V
|
13F-HR |
2/14/2014, 07:56 AM |