Q3 2024 |
445 |
$1.58B |
+$35.5M |
-$31M |
+$4.5M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
11/4/2024, 12:01 PM |
Q2 2024 |
440 |
$1.47B |
+$52.2M |
-$47.2M |
+$4.93M |
AAPL, MSFT, BRKB, MMM, AMZN
|
13F-HR |
7/19/2024, 12:36 PM |
Q1 2024 |
438 |
$1.46B |
+$36.2M |
-$69.5M |
-$33.3M |
AAPL, BRKB, MSFT, MMM, AMZN
|
13F-HR |
4/22/2024, 03:28 PM |
Q4 2023 |
430 |
$1.4B |
+$45.3M |
-$27.8M |
+$17.5M |
AAPL, MMM, MSFT, BRKB, AMZN
|
13F-HR |
1/22/2024, 12:50 PM |
Q3 2023 |
418 |
$1.26B |
+$21M |
-$21.7M |
-$732K |
AAPL, BRKB, MMM, MSFT, AMZN
|
13F-HR |
11/6/2023, 03:02 PM |
Q2 2023 |
426 |
$1.31B |
+$20.8M |
-$25.4M |
-$4.66M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
8/4/2023, 11:13 AM |
Q1 2023 |
421 |
$1.24B |
+$39.5M |
-$35.4M |
+$4.12M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
4/17/2023, 12:19 PM |
Q4 2022 |
416 |
$1.2B |
+$44M |
-$36.9M |
+$7.11M |
AAPL, MMM, BRKB, MSFT, XOM
|
13F-HR |
2/13/2023, 09:43 AM |
Q3 2022 |
413 |
$1.11B |
+$86.5M |
-$11.2M |
+$75.3M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
10/26/2022, 11:18 AM |
Q2 2022 |
410 |
$1.11B |
+$51.1M |
-$37.4M |
+$13.7M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
7/29/2022, 11:18 AM |
Q1 2022 |
424 |
$1.32B |
+$27.6M |
-$44.4M |
-$16.8M |
AAPL, MMM, BRKB, MSFT, AMZN
|
13F-HR |
5/2/2022, 03:04 PM |
Q4 2021 |
437 |
$1.4B |
+$26.9M |
-$25.4M |
+$1.48M |
AAPL, MMM, MSFT, AMZN, BRKB
|
13F-HR |
2/7/2022, 10:13 AM |
Q3 2021 |
421 |
$1.28B |
+$31.4M |
-$36.4M |
-$5.01M |
AAPL, MMM, AMZN, MSFT, BRKB
|
13F-HR |
11/9/2021, 02:16 PM |
Q2 2021 |
422 |
$1.31B |
+$33.8M |
-$29.8M |
+$4.05M |
AAPL, MMM, AMZN, BRKB, MSFT
|
13F-HR |
8/3/2021, 11:53 AM |
Q1 2021 |
408 |
$1.22B |
+$36.5M |
-$22.7M |
+$13.8M |
AAPL, MMM, AMZN, BRKB, MSFT
|
13F-HR |
4/28/2021, 12:39 PM |
Q4 2020 |
375 |
$1.16B |
+$63.3M |
-$20M |
+$43.3M |
AAPL, MMM, AMZN, BRKB, MSFT
|
13F-HR |
2/8/2021, 02:46 PM |
Q3 2020 |
350 |
$1.03B |
+$120M |
-$15.6M |
+$105M |
AAPL, MMM, AMZN, MSFT, BRKB
|
13F-HR |
10/29/2020, 03:02 PM |
Q2 2020 |
332 |
$939M |
+$40.9M |
-$30.3M |
+$10.6M |
AAPL, MMM, AMZN, MSFT, BRKB
|
13F-HR |
8/10/2020, 02:58 PM |
Q1 2020 |
314 |
$776M |
+$14.3M |
-$49.6M |
-$35.4M |
AAPL, MMM, BRKB, AMZN, MSFT
|
13F-HR |
5/5/2020, 03:18 PM |
Q4 2019 |
349 |
$996M |
+$37M |
-$37.8M |
-$809K |
AAPL, MMM, BRKB, AMZN, MSFT
|
13F-HR |
2/3/2020, 02:44 PM |
Q3 2019 |
344 |
$923M |
+$23.9M |
-$26.1M |
-$2.21M |
AAPL, MMM, BRKB, AMZN, MSFT
|
13F-HR |
11/12/2019, 05:00 PM |
Q2 2019 |
351 |
$917M |
+$18.9M |
-$28.2M |
-$9.37M |
AAPL, MMM, BRKB, AMZN, XOM
|
13F-HR |
8/1/2019, 02:11 PM |
Q1 2019 |
346 |
$914M |
+$16M |
-$18.4M |
-$2.38M |
MMM, AAPL, BRKB, XOM, AMZN
|
13F-HR |
4/26/2019, 02:04 PM |
Q4 2018 |
332 |
$813M |
+$21.8M |
-$32.8M |
-$11M |
MMM, AAPL, BRKB, XOM, AMZN
|
13F-HR |
2/1/2019, 02:03 PM |
Q3 2018 |
356 |
$949M |
+$15M |
-$17.6M |
-$2.54M |
AAPL, MMM, BRKB, XOM, AMZN
|
13F-HR |
11/13/2018, 04:12 PM |
Q2 2018 |
355 |
$883M |
+$37M |
-$27.1M |
+$9.98M |
MMM, AAPL, BRKB, XOM, AMZN
|
13F-HR |
8/9/2018, 11:24 AM |
Q1 2018 |
2 |
$3.42M |
$0 |
$0 |
|
RSP, AZRX
|
New Holdings |
5/18/2018, 02:21 PM |
Q1 2018 |
354 |
$859M |
+$24.8M |
-$42.4M |
-$17.6M |
MMM, AAPL, BRKB, XOM, AMZN
|
13F-HR |
5/7/2018, 03:30 PM |
Q4 2017 |
363 |
$898M |
+$18.1M |
-$17.3M |
+$868K |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
2/2/2018, 03:06 PM |
Q3 2017 |
358 |
$848M |
+$17.2M |
-$18.6M |
-$1.32M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
10/26/2017, 03:05 PM |
Q2 2017 |
352 |
$820M |
+$29.7M |
-$25.6M |
+$4.13M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
8/3/2017, 11:49 AM |
Q1 2017 |
35 |
$48.7M |
$0 |
$0 |
|
IVV, MDXG, VEU, MTD, TMK
|
New Holdings |
5/31/2017, 09:01 AM |
Q1 2017 |
341 |
$790M |
+$36.6M |
-$32.4M |
+$4.26M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
4/28/2017, 10:36 AM |
Q4 2016 |
337 |
$753M |
+$17M |
-$21.7M |
-$4.71M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
2/2/2017, 01:50 PM |
Q3 2016 |
332 |
$742M |
+$16.5M |
-$27.3M |
-$10.8M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
11/4/2016, 11:29 AM |
Q2 2016 |
319 |
$735M |
+$17.8M |
-$33.1M |
-$15.3M |
MMM, AAPL, XOM, BRKB, JNJ
|
Restatement |
8/11/2016, 12:30 PM |
Q1 2016 |
326 |
$731M |
+$23.3M |
-$17.2M |
+$6.1M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
4/26/2016, 02:20 PM |
Q4 2015 |
325 |
$710M |
+$23.9M |
-$26.7M |
-$2.77M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
2/10/2016, 12:05 PM |
Q3 2015 |
339 |
$686M |
+$15.9M |
-$22M |
-$6.1M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
11/6/2015, 03:46 PM |
Q2 2015 |
348 |
$753M |
+$91.4M |
-$43.1M |
+$48.2M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
8/5/2015, 10:23 AM |
Q1 2015 |
593 |
$712M |
+$74.5M |
-$117M |
-$42.2M |
MMM, AAPL, XOM, JNJ, PG
|
13F-HR |
5/8/2015, 11:13 AM |
Q4 2014 |
354 |
$754M |
+$28.7M |
-$25.1M |
+$3.61M |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
2/4/2015, 10:18 AM |
Q3 2014 |
359 |
$723M |
+$15M |
-$15M |
+$41.1K |
MMM, AAPL, XOM, BRKB, JNJ
|
13F-HR |
10/29/2014, 11:42 AM |
Q2 2014 |
355 |
$729M |
+$53.9M |
-$26.7M |
+$27.2M |
MMM, XOM, AAPL, BRKB, JNJ
|
13F-HR |
7/25/2014, 04:21 PM |
Q1 2014 |
356 |
$703M |
+$64.5M |
-$24.4M |
+$40.1M |
MMM, XOM, AAPL, BRKB, JNJ
|
13F-HR |
4/28/2014, 10:56 AM |
Q4 2013 |
340 |
$666M |
$0 |
$0 |
|
MMM, AAPL, XOM, BRKB, GE
|
13F-HR |
1/30/2014, 11:11 AM |