Q3 2024 |
254 |
$608M |
+$44.4M |
-$23.4M |
+$21M |
AVGO, AAPL, MSFT, SYK, PANW
|
13F-HR |
10/29/2024, 04:39 PM |
Q2 2024 |
306 |
$585M |
+$39.2M |
-$19.3M |
+$20M |
AVGO, MSFT, PANW, AAPL, NVDA
|
13F-HR |
8/5/2024, 02:38 PM |
Q1 2024 |
312 |
$565M |
+$29.6M |
-$25.5M |
+$4.04M |
AVGO, MSFT, SYK, PANW, AAPL
|
13F-HR |
4/23/2024, 10:58 AM |
Q4 2023 |
318 |
$523M |
+$11.3M |
-$17.4M |
-$6.16M |
PANW, AAPL, MSFT, AVGO, SYK
|
13F-HR |
2/7/2024, 01:26 PM |
Q3 2023 |
326 |
$472M |
+$7.15M |
-$11.1M |
-$3.91M |
AAPL, SYK, MSFT, PANW, AVGO
|
13F-HR |
10/23/2023, 01:44 PM |
Q2 2023 |
341 |
$493M |
+$18.2M |
-$20.2M |
-$1.95M |
AAPL, SYK, MSFT, PANW, AVGO
|
13F-HR |
7/24/2023, 11:47 AM |
Q1 2023 |
355 |
$459M |
+$16.7M |
-$22.2M |
-$5.58M |
SYK, AAPL, TMO, MSFT, PANW
|
13F-HR |
5/5/2023, 02:11 PM |
Q4 2022 |
346 |
$429M |
+$18.6M |
-$33M |
-$14.5M |
SYK, TMO, AAPL, MSFT, ACN
|
13F-HR |
2/8/2023, 03:23 PM |
Q3 2022 |
277 |
$413M |
+$32.9M |
-$22.5M |
+$10.3M |
AAPL, TMO, SYK, PANW, ACN
|
13F-HR |
10/19/2022, 01:54 PM |
Q2 2022 |
285 |
$448M |
+$24.7M |
-$16.1M |
+$8.6M |
TMO, AAPL, SYK, PANW, ACN
|
13F-HR |
7/21/2022, 02:45 PM |
Q1 2022 |
284 |
$529M |
+$9.32M |
-$25.5M |
-$16.1M |
AAPL, SYK, TMO, PANW, ACN
|
13F-HR |
4/28/2022, 02:44 PM |
Q4 2021 |
288 |
$598M |
+$19.5M |
-$20M |
-$479K |
AAPL, TMO, ACN, SYK, MSFT
|
13F-HR |
2/9/2022, 10:59 AM |
Q3 2021 |
275 |
$542M |
+$14.6M |
-$13.9M |
+$679K |
AAPL, SYK, TMO, ACN, MSFT
|
13F-HR |
11/10/2021, 11:21 AM |
Q2 2021 |
290 |
$532M |
+$12.3M |
-$19.2M |
-$6.81M |
AAPL, SYK, TMO, ACN, MSFT
|
13F-HR |
8/2/2021, 03:37 PM |
Q1 2021 |
279 |
$499M |
+$32.2M |
-$27.7M |
+$4.49M |
AAPL, SYK, TMO, ACN, SBUX
|
13F-HR |
4/30/2021, 02:45 PM |
Q4 2020 |
249 |
$484M |
+$4.94M |
-$39M |
-$34.1M |
SYK, AAPL, TMO, SBUX, ACN
|
13F-HR |
2/11/2021, 12:23 PM |
Q3 2020 |
274 |
$465M |
+$34.3M |
-$7.27M |
+$27M |
AAPL, SYK, TMO, ACN, ITW
|
13F-HR |
11/12/2020, 03:07 PM |
Q2 2020 |
267 |
$411M |
+$24.5M |
-$20.1M |
+$4.48M |
AAPL, SYK, TMO, ACN, MSFT
|
13F-HR |
8/11/2020, 01:10 PM |
Q1 2020 |
292 |
$330M |
+$19M |
-$14M |
+$5M |
SYK, TMO, AAPL, COST, ACN
|
13F-HR |
5/13/2020, 09:39 AM |
Q4 2019 |
280 |
$395M |
+$14M |
-$10.8M |
+$3.27M |
SYK, AAPL, TMO, ACN, ITW
|
13F-HR |
1/29/2020, 03:47 PM |
Q3 2019 |
294 |
$366M |
+$9.13M |
-$13.5M |
-$4.33M |
SYK, SBUX, ACN, TMO, ICE
|
13F-HR |
10/22/2019, 03:50 PM |
Q2 2019 |
315 |
$367M |
+$19.1M |
-$10.9M |
+$8.16M |
SYK, TMO, SBUX, ACN, ICE
|
13F-HR |
7/23/2019, 01:30 PM |
Q1 2019 |
280 |
$346M |
+$6.17M |
-$5.64M |
+$530K |
SYK, ACN, TMO, SBUX, ITW
|
13F-HR |
4/29/2019, 01:41 PM |
Q4 2018 |
273 |
$299M |
+$15M |
-$46.6M |
-$31.6M |
SYK, SBUX, TMO, ICE, ACN
|
13F-HR |
1/17/2019, 01:35 PM |
Q3 2018 |
323 |
$379M |
+$10.5M |
-$13.5M |
-$2.94M |
SYK, AAPL, ACN, TMO, ITW
|
13F-HR |
11/8/2018, 01:25 PM |
Q2 2018 |
331 |
$359M |
+$10.2M |
-$13.6M |
-$3.41M |
SYK, ACN, AAPL, ITW, TMO
|
13F-HR |
8/3/2018, 10:56 AM |
Q1 2018 |
340 |
$355M |
+$18.2M |
-$21.8M |
-$3.54M |
SYK, ITW, SBUX, ACN, ABBV
|
13F-HR |
4/19/2018, 02:00 PM |
Q4 2017 |
357 |
$357M |
+$20.7M |
-$13.6M |
+$7.04M |
ITW, SYK, SBUX, ACN, ABBV
|
13F-HR |
1/30/2018, 03:27 PM |
Q3 2017 |
371 |
$327M |
+$17.6M |
-$20.8M |
-$3.13M |
SYK, ITW, SBUX, ACN, ABBV
|
13F-HR |
10/18/2017, 03:16 PM |
Q2 2017 |
362 |
$315M |
+$23.7M |
-$31.8M |
-$8.07M |
SBUX, ITW, SYK, ICE, ACN
|
13F-HR |
8/3/2017, 09:33 AM |
Q1 2017 |
426 |
$316M |
+$12.2M |
-$16.5M |
-$4.24M |
SBUX, ITW, SYK, AAPL, ACN
|
13F-HR |
4/28/2017, 04:04 PM |
Q4 2016 |
317 |
$306M |
+$27.3M |
-$22.2M |
+$5.08M |
SBUX, SYK, ITW, ACN, ICE
|
13F-HR |
2/2/2017, 11:16 AM |
Q3 2016 |
334 |
$301M |
+$13M |
-$25.7M |
-$12.8M |
SBUX, SYK, ACN, ITW, ECL
|
13F-HR |
10/26/2016, 02:32 PM |
Q2 2016 |
488 |
$307M |
+$16.6M |
-$15.1M |
+$1.48M |
SBUX, SYK, ACN, ECL, ITW
|
13F-HR |
7/15/2016, 12:07 PM |
Q1 2016 |
291 |
$304M |
+$11.4M |
-$35M |
-$23.6M |
SBUX, ACN, SYK, ITW, COST
|
13F-HR |
4/29/2016, 10:18 AM |
Q4 2015 |
285 |
$327M |
+$20.7M |
-$33.9M |
-$13.3M |
SBUX, ECL, ACN, COST, ICE
|
13F-HR |
1/26/2016, 04:19 PM |
Q3 2015 |
197 |
$327M |
+$8.27M |
-$28.2M |
-$20M |
SBUX, ECL, ACN, ORLY, AAPL
|
13F-HR |
10/21/2015, 02:38 PM |
Q2 2015 |
227 |
$384M |
+$44.6M |
-$7.31M |
+$37.3M |
SBUX, MYL, SYK, AMG, ECL
|
13F-HR |
8/11/2015, 11:09 AM |
Q1 2015 |
102 |
$357M |
+$24M |
-$33.7M |
-$9.68M |
SBUX, MYL, AMG, ECL, ITW
|
13F-HR |
5/15/2015, 11:10 AM |
Q4 2014 |
103 |
$354M |
+$22.1M |
-$18.9M |
+$3.17M |
SBUX, MYL, AMG, ITW, VFC
|
13F-HR |
1/26/2015, 02:37 PM |
Q3 2014 |
101 |
$333M |
+$24M |
-$24M |
+$33.4K |
SBUX, ECL, AMG, MYL, ITW
|
13F-HR |
11/13/2014, 11:24 AM |
Q2 2014 |
99 |
$343M |
+$33.6M |
-$38M |
-$4.37M |
SBUX, AMG, MYL, ECL, CLB
|
13F-HR |
7/25/2014, 01:48 PM |
Q1 2014 |
100 |
$343M |
+$7M |
-$91.3M |
-$84.3M |
SBUX, AMG, ORLY, FAST, ECL
|
13F-HR |
5/7/2014, 02:15 PM |
Q4 2013 |
115 |
$422M |
$0 |
$0 |
|
SBUX, ORLY, AMG, FAST, EL
|
13F-HR |
2/6/2014, 04:46 PM |