| Q4 2025 |
125 |
$205,181,183 |
+$6,495,730 |
-$30,002,131 |
-$23,506,401 |
C, CSCO, XOM, T, CMI
|
13F-HR |
13 Feb 2026, 11:00 |
| Q3 2025 |
131 |
$224,854,571 |
+$11,275,803 |
-$35,650,615 |
-$24,374,812 |
C, T, WEC, CSCO, ETR
|
13F-HR |
14 Nov 2025, 11:54 |
| Q2 2025 |
129 |
$239,265,716 |
+$8,017,498 |
-$6,843,608 |
+$1,173,890 |
T, C, CSCO, WEC, XOM
|
13F-HR |
29 Jul 2025, 13:33 |
| Q1 2025 |
110 |
$239,764,468 |
+$10,867,729 |
-$34,409,249 |
-$23,541,520 |
T, PM, XOM, WEC, C
|
13F-HR |
12 May 2025, 15:00 |
| Q4 2024 |
104 |
$248,512,784 |
+$21,922,891 |
-$42,714,263 |
-$20,791,372 |
ETR, C, T, XOM, CSCO
|
13F-HR |
05 Feb 2025, 15:47 |
| Q3 2024 |
99 |
$291,095,715 |
+$12,033,677 |
-$51,875,410 |
-$39,841,733 |
IBM, XOM, LMT, T, WEC
|
13F-HR |
08 Nov 2024, 11:18 |
| Q2 2024 |
86 |
$299,585,337 |
+$17,443,329 |
-$22,775,969 |
-$5,332,640 |
XOM, IBM, C, T, MRK
|
13F-HR |
06 Aug 2024, 13:03 |
| Q1 2024 |
85 |
$312,349,451 |
+$5,276,846 |
-$36,733,765 |
-$31,456,919 |
PSX, XOM, IBM, C, MRK
|
13F-HR |
02 May 2024, 12:09 |
| Q4 2023 |
93 |
$326,454,944 |
+$15,545,380 |
-$27,416,669 |
-$11,871,289 |
GILD, XOM, PSX, IBM, MCD
|
13F-HR |
24 Jan 2024, 14:08 |
| Q3 2023 |
93 |
$320,965,971 |
+$13,911,441 |
-$27,443,020 |
-$13,531,579 |
XOM, PSX, GILD, CSCO, CVX
|
13F-HR |
20 Oct 2023, 12:29 |
| Q2 2023 |
97 |
$350,210,647 |
+$33,641,457 |
-$39,302,779 |
-$5,661,322 |
XOM, MRK, MDLV, GILD, MCD
|
Restatement |
31 Jul 2023, 16:35 |
| Q1 2023 |
99 |
$369,584,571 |
+$32,865,306 |
-$9,983,759 |
+$22,881,547 |
XOM, GILD, MRK, PSX, GIS
|
13F-HR |
17 Apr 2023, 17:16 |
| Q4 2022 |
127 |
$360,333,410 |
+$29,440,124 |
-$18,971,600 |
+$10,468,524 |
XOM, GILD, MRK, PSX, CVX
|
13F-HR |
03 Feb 2023, 13:11 |
| Q3 2022 |
146 |
$303,565,000 |
+$19,412,643 |
-$8,579,495 |
+$10,833,148 |
XOM, FHN, GIS, MRK, GILD
|
13F-HR |
18 Oct 2022, 16:30 |
| Q2 2022 |
73 |
$328,236,000 |
+$29,749,588 |
-$16,192,156 |
+$13,557,432 |
XOM, KO, PFE, MRK, IBM
|
Restatement |
19 Aug 2022, 12:33 |
| Q1 2022 |
72 |
$336,459,000 |
+$29,368,909 |
-$21,438,862 |
+$7,930,047 |
CVX, XOM, HPQ, ENB, PRU
|
13F-HR |
13 May 2022, 13:01 |
| Q4 2021 |
72 |
$321,058,000 |
+$14,663,423 |
-$21,574,186 |
-$6,910,763 |
CCI, HPQ, PFE, USB, PG
|
13F-HR |
11 Feb 2022, 14:25 |
| Q3 2021 |
70 |
$303,627,000 |
+$12,099,840 |
-$20,638,845 |
-$8,539,005 |
USB, CCI, PRU, ENB, PG
|
13F-HR |
04 Nov 2021, 15:31 |
| Q2 2021 |
71 |
$319,138,000 |
+$18,089,024 |
-$31,053,411 |
-$12,964,387 |
CCI, USB, HPQ, ENB, PRU
|
13F-HR |
26 Jul 2021, 11:48 |
| Q1 2021 |
104 |
$316,520,000 |
+$54,002,202 |
-$3,372,118 |
+$50,630,084 |
USB, HPQ, CCI, PAYX, PG
|
13F-HR |
20 Apr 2021, 12:36 |
| Q4 2020 |
101 |
$246,002,000 |
+$17,488,630 |
-$48,417,301 |
-$30,928,671 |
PG, MRK, KO, PAYX, CCI
|
13F-HR |
10 Feb 2021, 14:05 |
| Q3 2020 |
142 |
$260,642,000 |
+$21,827,581 |
-$15,601,832 |
+$6,225,749 |
PG, CCI, MRK, KO, MCD
|
13F-HR |
26 Oct 2020, 11:58 |
| Q2 2020 |
160 |
$244,341,000 |
+$28,724,402 |
-$4,579,348 |
+$24,145,054 |
PG, CCI, MRK, TGT, GIS
|
13F-HR |
10 Aug 2020, 19:58 |
| Q1 2020 |
153 |
$206,418,000 |
+$28,577,084 |
-$26,200,715 |
+$2,376,369 |
PG, MRK, CCI, GILD, KO
|
13F-HR |
05 May 2020, 18:46 |
| Q4 2019 |
151 |
$250,723,000 |
+$20,923,396 |
-$49,379,386 |
-$28,455,990 |
PG, MRK, TGT, PAYX, CCI
|
13F-HR |
04 Feb 2020, 19:17 |
| Q3 2019 |
152 |
$272,444,000 |
+$14,861,676 |
-$10,395,705 |
+$4,465,971 |
PG, MRK, DRI, CSCO, PAYX
|
13F-HR |
12 Nov 2019, 13:18 |
| Q2 2019 |
152 |
$265,858,000 |
+$19,528,610 |
-$9,273,451 |
+$10,255,159 |
MCD, MRK, PG, CSCO, DRI
|
13F-HR |
08 Aug 2019, 16:57 |
| Q1 2019 |
157 |
$251,464,000 |
+$12,908,515 |
-$12,824,212 |
+$84,303 |
MCD, WM, MRK, CSCO, PG
|
13F-HR |
08 May 2019, 12:59 |
| Q4 2018 |
161 |
$228,142,000 |
+$3,290,919 |
-$6,099,476 |
-$2,808,557 |
MCD, MRK, WM, PG, SIX
|
13F-HR |
12 Feb 2019, 16:17 |
| Q3 2018 |
154 |
$258,576,000 |
+$4,759,860 |
-$10,262,393 |
-$5,502,533 |
SIX, MCD, WM, CSCO, MRK
|
13F-HR |
13 Nov 2018, 10:56 |
| Q2 2018 |
160 |
$252,562,000 |
+$4,594,636 |
-$17,416,986 |
-$12,822,350 |
SIX, MCD, DRI, WM, CVX
|
13F-HR |
13 Aug 2018, 14:39 |
| Q1 2018 |
162 |
$254,491,378 |
+$8,596,594 |
-$51,592,362 |
-$42,995,768 |
SIX, HPQ, MCD, WM, MO
|
13F-HR |
04 May 2018, 14:14 |
| Q4 2017 |
159 |
$311,191,028 |
+$9,796,166 |
-$7,566,145 |
+$2,230,021 |
SIX, MCD, MO, GVA, HPQ
|
13F-HR |
13 Feb 2018, 15:29 |
| Q3 2017 |
152 |
$294,536,000 |
+$31,162,568 |
-$18,863,962 |
+$12,298,606 |
SIX, GVA, MCD, GRC, MO
|
13F-HR |
02 Nov 2017, 21:46 |
| Q2 2017 |
153 |
$274,772,000 |
+$22,131,649 |
-$15,285,496 |
+$6,846,153 |
MO, RAI, SIX, MCD, RGR
|
13F-HR |
01 Aug 2017, 17:08 |
| Q1 2017 |
166 |
$260,281,000 |
+$24,658,793 |
-$112,223,585 |
-$87,564,792 |
MO, RAI, SIX, GRC, MCS
|
13F-HR |
09 May 2017, 14:31 |
| Q4 2016 |
166 |
$348,492,000 |
+$25,394,432 |
-$4,417,352 |
+$20,977,080 |
MCS, GRC, MSA, JJSF, RGR
|
13F-HR |
26 Jan 2017, 16:25 |
| Q3 2016 |
153 |
$297,205,000 |
+$26,739,110 |
-$34,734,815 |
-$7,995,705 |
MCS, RGR, GRC, MSA, GVA
|
13F-HR |
27 Oct 2016, 15:31 |
| Q2 2016 |
211 |
$295,393,000 |
+$19,638,156 |
-$9,947,361 |
+$9,690,795 |
RGR, MCS, GRC, GVA, JJSF
|
13F-HR |
28 Jul 2016, 12:41 |
| Q1 2016 |
164 |
$279,376,000 |
+$26,996,792 |
-$19,905,301 |
+$7,091,491 |
RGR, GVA, MCS, GRC, ATR
|
13F-HR |
09 May 2016, 16:06 |
| Q4 2015 |
181 |
$260,852,000 |
+$19,621,387 |
-$57,989,032 |
-$38,367,645 |
RGR, GVA, MCS, GRC, JJSF
|
13F-HR |
27 Jan 2016, 11:34 |
| Q3 2015 |
167 |
$282,584,000 |
+$13,166,052 |
-$53,298,157 |
-$40,132,105 |
RGR, MCS, JJSF, ATR, GRC
|
13F-HR |
16 Oct 2015, 19:19 |
| Q2 2015 |
163 |
$362,310,000 |
+$13,450,899 |
-$25,663,232 |
-$12,212,333 |
RGR, JJSF, MCS, GRC, GVA
|
Restatement |
14 Jul 2015, 09:29 |
| Q1 2015 |
155 |
$380,401,000 |
+$6,695,961 |
-$17,418,653 |
-$10,722,692 |
MCS, RGR, JJSF, GVA, GRC
|
13F-HR |
05 May 2015, 13:24 |
| Q4 2014 |
157 |
$387,329,000 |
+$21,919,071 |
-$69,979,273 |
-$48,060,202 |
JJSF, MCS, GVA, GRC, ATR
|
13F-HR |
28 Jan 2015, 13:04 |
| Q3 2014 |
172 |
$426,946,000 |
+$34,675,496 |
-$13,808,228 |
+$20,867,268 |
UNTCQ, RGR, JJSF, GRC, MCS
|
13F-HR |
06 Nov 2014, 11:01 |
| Q2 2014 |
164 |
$451,409,000 |
+$52,858,983 |
-$9,373,418 |
+$43,485,565 |
UNTCQ, GRC, MCS, GVA, JJSF
|
13F-HR |
15 Jul 2014, 16:27 |
| Q1 2014 |
167 |
$403,672,000 |
+$101,131,941 |
-$23,258,972 |
+$77,872,969 |
GVA, UNTCQ, JJSF, GRC, RGR
|
13F-HR |
05 May 2014, 12:11 |
| Q4 2013 |
174 |
$321,027,000 |
$0 |
$0 |
$0 |
RGR, GVA, GRC, JJSF, UNTCQ
|
13F-HR |
16 Jan 2014, 16:44 |