Q3 2023 |
44 |
$95.2M |
$0 |
-$1.57M |
-$1.57M |
MSFT, BRKA, AAPL, GOOG, UNH
|
13F-HR |
10/13/2023, 04:43 PM |
Q2 2023 |
47 |
$98.3M |
+$425K |
-$11.7M |
-$11.3M |
MSFT, BRKA, AAPL, GOOG, UNH
|
13F-HR |
8/4/2023, 09:40 PM |
Q1 2023 |
45 |
$102M |
+$1.63M |
-$2.79M |
-$1.16M |
MSFT, BRKA, AAPL, UNH, GOOG
|
13F-HR |
5/2/2023, 08:14 PM |
Q4 2022 |
42 |
$101M |
+$1.97M |
-$2.78M |
-$810K |
MSFT, BRKA, UNH, AAPL, ELV
|
13F-HR |
2/6/2023, 08:33 PM |
Q3 2022 |
41 |
$93.2M |
+$5.29M |
-$574K |
+$4.71M |
MSFT, BRKA, AAPL, UNH, GOOG
|
13F-HR |
11/4/2022, 04:09 PM |
Q2 2022 |
42 |
$99.3M |
+$1.96M |
-$733K |
+$1.23M |
MSFT, BRKA, UNH, AAPL, GOOG
|
13F-HR |
7/26/2022, 02:56 PM |
Q1 2022 |
43 |
$120M |
+$212K |
-$1.29M |
-$1.08M |
MSFT, BRKA, AAPL, UNH, GOOG
|
13F-HR |
4/20/2022, 06:38 PM |
Q4 2021 |
43 |
$123M |
+$1.16M |
-$3.31M |
-$2.14M |
MSFT, AAPL, BRKA, GOOG, UNH
|
13F-HR |
2/2/2022, 02:22 PM |
Q3 2021 |
42 |
$114M |
+$1.05M |
-$413K |
+$636K |
MSFT, BRKA, AAPL, CZR, GOOG
|
13F-HR |
11/8/2021, 12:46 PM |
Q2 2021 |
44 |
$115M |
+$203K |
-$4M |
-$3.79M |
MSFT, BRKA, AAPL, CZR, GOOG
|
13F-HR |
8/5/2021, 02:28 PM |
Q1 2021 |
43 |
$109M |
+$2.48M |
-$2.36M |
+$115K |
MSFT, BRKA, AAPL, UNH, CZR
|
13F-HR |
5/4/2021, 08:33 PM |
Q4 2020 |
39 |
$102M |
+$6.21M |
-$1.67M |
+$4.54M |
MSFT, AAPL, BRKA, UNH, CZR
|
13F-HR |
1/25/2021, 01:04 PM |
Q3 2020 |
37 |
$84.6M |
+$9.33M |
-$7.01M |
+$2.31M |
MSFT, AAPL, BRKA, APD, UNH
|
13F-HR |
10/26/2020, 05:18 PM |
Q2 2020 |
43 |
$81.8M |
+$698K |
-$13.7M |
-$13M |
MSFT, AAPL, BRKA, UNH, APD
|
13F-HR |
7/31/2020, 03:39 PM |
Q1 2020 |
44 |
$78.9M |
+$221K |
-$5.5M |
-$5.27M |
MSFT, BRKA, AAPL, UNH, APD
|
13F-HR |
4/28/2020, 05:31 PM |
Q4 2019 |
47 |
$114M |
+$581K |
-$9.16M |
-$8.58M |
AAPL, MSFT, BRKA, UNH, APD
|
13F-HR |
1/31/2020, 01:22 PM |
Q3 2019 |
44 |
$111M |
+$514K |
-$182K |
+$332K |
MSFT, AAPL, BRKA, APD, ICE
|
13F-HR |
11/6/2019, 12:02 PM |
Q2 2019 |
44 |
$109M |
+$4.52M |
-$3.75M |
+$768K |
MSFT, AAPL, BRKA, APD, UNH
|
13F-HR |
7/31/2019, 03:38 PM |
Q1 2019 |
39 |
$104M |
+$6.62M |
-$7.68M |
-$1.06M |
MSFT, AAPL, BRKA, UNH, APD
|
13F-HR |
5/8/2019, 12:27 PM |
Q4 2018 |
39 |
$95.7M |
+$1.31M |
-$6.09M |
-$4.78M |
MSFT, BRKA, ELV, AAPL, UNH
|
13F-HR |
1/29/2019, 03:17 PM |
Q3 2018 |
42 |
$116M |
+$1.86M |
-$2.57M |
-$701K |
AAPL, MSFT, ELV, BRKA, HON
|
13F-HR |
11/7/2018, 12:11 PM |
Q2 2018 |
43 |
$110M |
+$3.01M |
-$3.01M |
+$4.41K |
AAPL, MSFT, ELV, BRKA, HON
|
13F-HR |
8/3/2018, 11:55 AM |
Q1 2018 |
41 |
$111M |
+$33.8K |
-$2.37M |
-$2.33M |
AAPL, MSFT, BRKA, ELV, HON
|
13F-HR |
5/3/2018, 01:02 PM |
Q4 2017 |
41 |
$118M |
+$527K |
-$374K |
+$153K |
AAPL, BRKA, MSFT, HON, ELV
|
13F-HR |
1/25/2018, 01:09 PM |
Q3 2017 |
41 |
$111M |
+$4.89M |
-$168M |
-$163M |
AAPL, BRKA, HON, MSFT, DWDP
|
13F-HR |
10/25/2017, 02:21 PM |
Q2 2017 |
42 |
$265M |
+$4.89M |
-$154M |
-$149M |
AAPL, ELV, HON, CMCSA, DOW
|
13F-HR |
7/19/2017, 03:01 PM |
Q1 2017 |
42 |
$400M |
+$31.7M |
-$57.4M |
-$25.8M |
AAPL, HON, DOW, CMCSA, ELV
|
13F-HR |
4/27/2017, 04:26 PM |
Q4 2016 |
44 |
$421M |
+$34.2M |
-$33.6M |
+$615K |
HON, SYF, CMCSA, DOW, AAPL
|
13F-HR |
1/20/2017, 03:16 PM |
Q3 2016 |
50 |
$402M |
+$35.3M |
-$38.9M |
-$3.62M |
CMCSA, AAPL, HON, MSFT, ELV
|
13F-HR |
11/1/2016, 03:28 PM |
Q2 2016 |
38 |
$392M |
+$29.2M |
-$18.2M |
+$11M |
CMCSA, HON, ELV, CVS, MSFT
|
13F-HR |
8/8/2016, 03:16 PM |
Q1 2016 |
39 |
$387M |
+$35.2M |
-$65.9M |
-$30.6M |
CMCSA, DAL, CVS, HON, MSFT
|
13F-HR |
4/28/2016, 04:26 PM |
Q4 2015 |
42 |
$424M |
+$50M |
-$65.8M |
-$15.7M |
DAL, CVS, CMCSA, MSFT, HON
|
13F-HR |
1/27/2016, 09:59 AM |
Q3 2015 |
41 |
$412M |
+$9.14M |
-$16.7M |
-$7.59M |
DAL, CMCSK, CVS, MSFT, GE
|
13F-HR |
10/30/2015, 11:11 AM |
Q2 2015 |
42 |
$462M |
+$22.3M |
-$26.9M |
-$4.59M |
CVS, DAL, CMCSK, COF, ELV
|
13F-HR |
8/13/2015, 12:41 PM |
Q1 2015 |
40 |
$466M |
+$10M |
-$102M |
-$91.7M |
CVS, DAL, CMCSK, ELV, HON
|
13F-HR |
5/11/2015, 03:09 PM |
Q4 2014 |
41 |
$553M |
+$89.9M |
-$107M |
-$17.1M |
CVS, CMCSK, DAL, JPM, COF
|
13F-HR |
2/13/2015, 04:16 PM |
Q3 2014 |
43 |
$550M |
+$30.9M |
-$32.3M |
-$1.44M |
CVS, CMCSK, DOW, COF, JPM
|
13F-HR |
10/31/2014, 11:06 AM |
Q2 2014 |
42 |
$553M |
+$20.3M |
-$315M |
-$295M |
CVS, CMCSK, ST, F, HAL
|
Restatement |
7/22/2014, 11:40 AM |
Q1 2014 |
43 |
$814M |
+$28.1M |
-$1.98B |
-$1.95B |
CVS, CMCSK, JPM, ST, F
|
13F-HR |
5/5/2014, 09:57 AM |
Q4 2013 |
45 |
$2.71B |
$0 |
$0 |
|
CVS, CMCSK, MET, JPM, F
|
13F-HR |
2/12/2014, 02:00 PM |