Q3 2024 |
126 |
$135M |
+$16.2M |
-$11.3M |
+$4.85M |
SMID, CSL, DOV, SHW, VOO
|
13F-HR |
11/8/2024, 11:36 AM |
Q2 2024 |
114 |
$115M |
+$13.1M |
-$14.3M |
-$1.26M |
SMID, CSL, ESOA, DOV, VOO
|
13F-HR |
7/23/2024, 02:27 PM |
Q1 2024 |
119 |
$148M |
+$23M |
-$13.4M |
+$9.64M |
SMID, ESOA, CSL, DOV, SHW
|
13F-HR |
5/2/2024, 11:12 AM |
Q4 2023 |
106 |
$118M |
+$17.3M |
-$12.8M |
+$4.44M |
SMID, ESOA, CSL, AMD, DOV
|
13F-HR |
2/5/2024, 05:29 PM |
Q3 2023 |
114 |
$80.9M |
+$9.86M |
-$11.3M |
-$1.42M |
SMID, CSL, ESOA, TSLA, DOV
|
13F-HR |
11/9/2023, 11:31 AM |
Q2 2023 |
121 |
$88.3M |
+$12.9M |
-$11.7M |
+$1.13M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
7/13/2023, 04:18 PM |
Q1 2023 |
103 |
$76.6M |
+$9.42M |
-$5.5M |
+$3.92M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
5/9/2023, 05:33 PM |
Q4 2022 |
100 |
$70.3M |
+$12.9M |
-$8.22M |
+$4.64M |
SMID, CSL, DOV, TSLA, SOHO
|
13F-HR |
2/6/2023, 05:13 PM |
Q3 2022 |
88 |
$73.6M |
+$10.2M |
-$7.12M |
+$3.09M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
11/9/2022, 02:42 PM |
Q2 2022 |
99 |
$61.1M |
+$6.67M |
-$11M |
-$4.28M |
SMID, CSL, TSLA, DOV, AMD
|
Restatement |
8/4/2022, 04:13 PM |
Q1 2022 |
102 |
$82M |
+$10.5M |
-$16.9M |
-$6.39M |
SMID, TSLA, CSL, DOV, AMD
|
13F-HR |
5/13/2022, 01:30 PM |
Q4 2021 |
124 |
$120M |
$0 |
$0 |
|
SMID, TSLA, CSL, DOV, AMD
|
13F-HR |
2/14/2022, 12:36 PM |
Q3 2018 |
703 |
$45.8M |
+$10.2M |
-$10.3M |
-$76K |
VOO, AMZN, VTV, FFTY, VBR
|
13F-HR |
11/14/2018, 11:50 AM |
Q2 2018 |
661 |
$42M |
+$11.2M |
-$9.48M |
+$1.75M |
VOO, VTV, VBR, FFTY, AMZN
|
13F-HR |
8/3/2018, 11:44 AM |
Q1 2018 |
614 |
$37.9M |
+$9.4M |
-$14.1M |
-$4.67M |
VOO, VTV, VBR, FFTY, SPY
|
13F-HR |
5/2/2018, 11:21 AM |
Q4 2017 |
657 |
$42.2M |
+$11.6M |
-$28M |
-$16.4M |
CDNA, VOO, VTV, META, VBR
|
13F-HR |
2/5/2018, 04:16 PM |
Q3 2017 |
1,102 |
$56.4M |
+$13.4M |
-$22.1M |
-$8.65M |
VOO, META, AAPL, BAC, VTV
|
13F-HR |
10/30/2017, 03:34 PM |
Q2 2017 |
1,062 |
$62.2M |
+$12.4M |
-$21.9M |
-$9.54M |
VOO, VTV, BAC, META, INTC
|
13F-HR |
8/10/2017, 09:41 AM |
Q1 2017 |
1,139 |
$70.1M |
+$24.4M |
-$17.8M |
+$6.67M |
AAPL, SPY, BAC, MDY, AMZN
|
13F-HR |
5/8/2017, 01:53 PM |
Q4 2016 |
1,105 |
$59.9M |
+$17.1M |
-$15.4M |
+$1.77M |
MSFT, VOO, XOM, GE, SOHO
|
13F-HR |
2/7/2017, 08:55 AM |
Q3 2016 |
1,089 |
$56.1M |
+$12.8M |
-$20.7M |
-$7.95M |
SOHO, GE, META, AAPL, GENC
|
13F-HR |
11/8/2016, 01:18 PM |
Q2 2016 |
1,041 |
$62.6M |
+$19.1M |
-$25.5M |
-$6.39M |
SOHO, MO, GE, MSFT, META
|
13F-HR |
8/9/2016, 02:02 PM |
Q1 2016 |
1,064 |
$67M |
+$19.6M |
-$22.6M |
-$2.94M |
SOHO, MO, MSFT, PAR, GE
|
13F-HR |
5/2/2016, 12:18 PM |
Q4 2015 |
1,116 |
$70.8M |
+$19M |
-$21.7M |
-$2.66M |
SOHO, META, MO, GE, MSFT
|
13F-HR |
2/1/2016, 05:05 PM |
Q3 2015 |
1,121 |
$71.5M |
+$21.3M |
-$29.2M |
-$7.92M |
SOHO, META, MO, GE, AAPL
|
13F-HR |
10/30/2015, 09:21 AM |
Q2 2015 |
1,183 |
$86.7M |
+$24.2M |
-$20.1M |
+$4.08M |
SOHO, IWM, MDY, META, IWC
|
13F-HR |
7/24/2015, 10:00 AM |
Q1 2015 |
1,171 |
$83.2M |
+$25.5M |
-$31.6M |
-$6.07M |
SOHO, MDY, IWM, PTX, META
|
13F-HR |
4/28/2015, 05:30 PM |
Q4 2014 |
1,160 |
$86.3M |
+$36.2M |
-$29.4M |
+$6.86M |
SOHO, AAPL, IWM, MDY, VV
|
13F-HR |
2/6/2015, 04:26 PM |
Q3 2014 |
1,130 |
$77.5M |
+$38M |
-$23.4M |
+$14.5M |
SOHO, PTX, AAPL, IWC, GE
|
Restatement |
11/5/2014, 04:17 PM |
Q2 2014 |
746 |
$63.9M |
+$26.9M |
-$23.9M |
+$2.97M |
SOHO, PTX, META, AAPL, AIG
|
13F-HR |
8/12/2014, 02:00 PM |
Q1 2014 |
794 |
$60.1M |
+$25.7M |
-$33.2M |
-$7.56M |
SOHO, VZ, FLY, FTK, WFC
|
13F-HR |
5/9/2014, 08:50 AM |
Q4 2013 |
697 |
$66.2M |
$0 |
$0 |
|
SOHO, VUG, TBT, VV, VTV
|
13F-HR |
2/12/2014, 03:57 PM |