Q2 2024 |
90 |
$508M |
+$137M |
-$466M |
-$329M |
CLH, XYL, LYV, META, TKO
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
104 |
$821M |
+$412M |
-$453M |
-$40.4M |
CLH, XYL, LYV, CAE, MLM
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
84 |
$775M |
+$411M |
-$294M |
+$117M |
CLH, XYL, AXON, BSX, VMC
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
74 |
$592M |
+$263M |
-$464M |
-$200M |
HUBB, HOLX, CLH, SNPS, BSX
|
13F-HR |
11/14/2023, 04:00 PM |
Q2 2023 |
70 |
$817M |
+$361M |
-$218M |
+$143M |
FWONK, HUBB, LYV, VMC, TTEK
|
13F-HR |
8/14/2023, 04:00 PM |
Q1 2023 |
71 |
$608M |
+$158M |
-$257M |
-$99.1M |
FWONK, SNPS, HUBB, CAE, TTEK
|
13F-HR |
5/15/2023, 04:07 PM |
Q4 2022 |
61 |
$654M |
+$328M |
-$174M |
+$154M |
HUBB, FWONK, ETN, CRL, VMC
|
13F-HR |
2/14/2023, 04:00 PM |
Q3 2022 |
61 |
$464M |
+$120M |
-$288M |
-$167M |
HUBB, FWONK, ETN, AMN, PEP
|
13F-HR |
11/14/2022, 04:14 PM |
Q2 2022 |
69 |
$648M |
+$312M |
-$222M |
+$89.9M |
HUBB, ETN, FWONK, CRWD, ENTG
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
79 |
$662M |
+$296M |
-$364M |
-$68.2M |
CLH, WSO, MRVL, FWONK, CRL
|
13F-HR |
5/16/2022, 04:00 PM |
Q4 2021 |
74 |
$793M |
+$237M |
-$372M |
-$135M |
TER, NUAN, EGP, TECH, CRM
|
13F-HR |
2/14/2022, 04:00 PM |
Q3 2021 |
83 |
$862M |
+$186M |
-$480M |
-$294M |
CRL, CRM, NUAN, CLH, TECH
|
13F-HR |
11/15/2021, 04:00 PM |
Q2 2021 |
87 |
$1.14B |
+$421M |
-$430M |
-$9.23M |
CRL, PYPL, AOS, NUAN, TECH
|
13F-HR |
8/16/2021, 03:05 PM |
Q1 2021 |
92 |
$1.05B |
+$635M |
-$316M |
+$319M |
CRL, SONO, MSFT, IPHI, TECH
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
59 |
$692M |
+$210M |
-$248M |
-$38.2M |
CRL, DHR, TSM, ANSS, ENTG
|
13F-HR |
2/16/2021, 04:09 PM |
Q3 2020 |
57 |
$649M |
+$236M |
-$295M |
-$59.9M |
DHR, CRL, FDX, ANSS, AKAM
|
13F-HR |
11/16/2020, 04:00 PM |
Q2 2020 |
56 |
$628M |
+$270M |
-$307M |
-$36.7M |
CRL, DHR, PG, AKAM, CSCO
|
13F-HR |
8/14/2020, 01:29 PM |
Q1 2020 |
52 |
$538M |
+$387M |
-$347M |
+$40M |
PG, AMZN, DHR, MSFT, AKAM
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
45 |
$534M |
+$244M |
-$182M |
+$61.9M |
MA, BAC, DHR, MTN, FICO
|
13F-HR |
2/14/2020, 04:03 PM |
Q3 2019 |
63 |
$450M |
+$108M |
-$344M |
-$236M |
MA, DHR, MTN, ABT, TRU
|
13F-HR |
11/14/2019, 04:00 PM |
Q2 2019 |
79 |
$677M |
+$330M |
-$373M |
-$42.5M |
GLD, FICO, MA, DHR, AVB
|
13F-HR |
8/14/2019, 04:00 PM |
Q1 2019 |
77 |
$687M |
+$342M |
-$349M |
-$7.46M |
KEYS, DHR, MSFT, QGEN, RSG
|
13F-HR |
5/15/2019, 04:01 PM |
Q4 2018 |
65 |
$606M |
+$259M |
-$586M |
-$327M |
AVB, GLD, KEYS, V, IEF
|
13F-HR |
2/14/2019, 04:00 PM |
Q3 2018 |
72 |
$983M |
+$601M |
-$220M |
+$380M |
V, MA, MLNX, AVB, FICO
|
13F-HR |
11/14/2018, 04:03 PM |
Q2 2018 |
71 |
$560M |
+$334M |
-$318M |
+$16.2M |
V, AYX, IJK, QGEN, MLNX
|
13F-HR |
8/14/2018, 04:04 PM |
Q1 2018 |
88 |
$527M |
+$293M |
-$239M |
+$54.8M |
V, ENTG, SDY, NTAP, NTNX
|
13F-HR |
5/15/2018, 04:00 PM |
Q4 2017 |
99 |
$458M |
+$197M |
-$265M |
-$68.2M |
V, ENTG, LYV, CME, SCI
|
13F-HR |
2/14/2018, 04:52 PM |
Q3 2017 |
85 |
$499M |
+$245M |
-$415M |
-$170M |
ENTG, V, META, RTN, C
|
13F-HR |
11/14/2017, 04:07 PM |
Q2 2017 |
108 |
$639M |
+$222M |
-$570M |
-$348M |
V, MSCC, SCI, ENTG, BLK
|
13F-HR |
8/14/2017, 04:02 PM |
Q1 2017 |
143 |
$958M |
+$536M |
-$431M |
+$104M |
MSCC, ENTG, V, WSO, RTN
|
13F-HR |
5/15/2017, 04:05 PM |
Q4 2016 |
126 |
$811M |
+$565M |
-$363M |
+$203M |
TDY, IJK, V, MGM, NSC
|
13F-HR |
2/14/2017, 04:03 PM |
Q3 2016 |
91 |
$592M |
+$346M |
-$365M |
-$18.9M |
NLSN, V, WOOF, SXT, MGM
|
13F-HR |
11/14/2016, 04:04 PM |
Q2 2016 |
94 |
$597M |
+$363M |
-$281M |
+$81.7M |
SDY, V, NLSN, AMN, RTN
|
13F-HR |
8/15/2016, 04:23 PM |
Q1 2016 |
85 |
$503M |
+$283M |
-$504M |
-$222M |
V, META, GOOGL, FCPT, RSG
|
13F-HR |
5/16/2016, 04:34 PM |
Q4 2015 |
95 |
$723M |
+$488M |
-$281M |
+$207M |
META, V, IWM, QQQ, DBO
|
13F-HR |
2/16/2016, 04:27 PM |
Q3 2015 |
89 |
$489M |
+$243M |
-$538M |
-$295M |
SPY, META, QQQ, LYV, HD
|
13F-HR |
11/16/2015, 04:42 PM |
Q2 2015 |
134 |
$816M |
+$384M |
-$853M |
-$469M |
META, LYV, LH, IJK, V
|
13F-HR |
8/14/2015, 04:07 PM |
Q1 2015 |
164 |
$1.27B |
+$622M |
-$655M |
-$33.4M |
META, USO, ITA, BEAV, BLK
|
13F-HR |
5/15/2015, 04:19 PM |
Q4 2014 |
156 |
$1.25B |
+$705M |
-$865M |
-$160M |
META, CAH, TMH, V, UHS
|
13F-HR |
2/17/2015, 04:30 PM |
Q3 2014 |
119 |
$1.34B |
+$804M |
-$1.09B |
-$286M |
META, V, GOOG, FDX, CAH
|
13F-HR |
11/14/2014, 04:14 PM |
Q2 2014 |
137 |
$1.61B |
+$752M |
-$1.34B |
-$590M |
BLK, PLL, JLL, MIC, CL
|
13F-HR |
8/14/2014, 04:32 PM |
Q1 2014 |
138 |
$2.13B |
+$1.17B |
-$1.31B |
-$143M |
KS, UNP, IYT, WCN, KEX
|
13F-HR |
5/15/2014, 04:16 PM |
Q4 2013 |
134 |
$2.27B |
$0 |
$0 |
|
KS, HP, AMG, WCN, WAB
|
13F-HR |
2/13/2014, 02:35 PM |