Q2 2021 |
61 |
$388M |
+$27.7M |
-$7.08M |
+$20.6M |
MSFT, DFAU, AAPL, GOOGL, AMZN
|
13F-HR |
7/21/2021, 06:21 PM |
Q1 2021 |
57 |
$339M |
+$17.4M |
-$22M |
-$4.58M |
MSFT, DFAU, AAPL, GOOGL, AMZN
|
13F-HR |
4/29/2021, 06:39 PM |
Q4 2020 |
64 |
$328M |
+$47.5M |
-$16.1M |
+$31.4M |
MSFT, AAPL, DFAU, AMZN, GOOGL
|
13F-HR |
1/22/2021, 06:17 PM |
Q3 2020 |
59 |
$271M |
+$37.3M |
-$12M |
+$25.3M |
MSFT, AAPL, AMZN, GOOGL, V
|
13F-HR |
10/22/2020, 06:23 PM |
Q2 2020 |
54 |
$240M |
+$33.4M |
-$15.6M |
+$17.8M |
MSFT, AAPL, AMZN, GOOGL, V
|
13F-HR |
7/22/2020, 05:46 PM |
Q1 2020 |
45 |
$189M |
+$7.96M |
-$13.1M |
-$5.13M |
MSFT, AAPL, AMZN, GOOGL, V
|
13F-HR |
4/24/2020, 11:31 AM |
Q4 2019 |
46 |
$241M |
+$20M |
-$24.6M |
-$4.59M |
AAPL, MSFT, JPM, GOOGL, V
|
13F-HR |
1/24/2020, 06:18 PM |
Q3 2019 |
47 |
$226M |
+$8.09M |
-$17.1M |
-$8.97M |
MSFT, AAPL, JPM, GOOGL, V
|
13F-HR |
10/22/2019, 05:50 PM |
Q2 2019 |
50 |
$233M |
+$23M |
-$34.4M |
-$11.5M |
MSFT, AAPL, JPM, V, AMZN
|
13F-HR |
7/30/2019, 02:39 PM |
Q1 2019 |
51 |
$238M |
+$8.21M |
-$5.74M |
+$2.47M |
MSFT, MAC, AAPL, GOOGL, JPM
|
13F-HR |
4/30/2019, 06:02 PM |
Q4 2018 |
49 |
$213M |
+$26.8M |
-$31M |
-$4.13M |
MSFT, MAC, JPM, V, AAPL
|
13F-HR |
1/25/2019, 01:36 PM |
Q3 2018 |
45 |
$247M |
+$12.3M |
-$17.4M |
-$5.09M |
MAC, MSFT, AAPL, JPM, V
|
13F-HR |
11/2/2018, 05:14 PM |
Q2 2018 |
47 |
$237M |
+$7.97M |
-$11.8M |
-$3.86M |
MAC, MSFT, AAPL, JPM, V
|
13F-HR |
8/6/2018, 07:03 PM |
Q1 2018 |
46 |
$234M |
+$12.5M |
-$229M |
-$217M |
MAC, JPM, MSFT, AAPL, V
|
13F-HR |
5/3/2018, 06:07 PM |
Q4 2017 |
69 |
$452M |
+$8.85M |
-$10.5M |
-$1.68M |
MAC, GOOGL, JPM, MSFT, AAPL
|
13F-HR |
1/26/2018, 12:47 PM |
Q3 2017 |
69 |
$428M |
+$39.5M |
-$33.7M |
+$5.83M |
MAC, GOOGL, JPM, MSFT, AAPL
|
13F-HR |
10/13/2017, 01:06 PM |
Q2 2017 |
75 |
$406M |
+$16.7M |
-$18.3M |
-$1.56M |
MAC, GOOGL, JPM, AAPL, MSFT
|
13F-HR |
7/27/2017, 10:10 AM |
Q1 2017 |
72 |
$401M |
+$21.7M |
-$27.6M |
-$5.97M |
MAC, JPM, GOOGL, AAPL, MSFT
|
13F-HR |
4/26/2017, 12:52 PM |
Q4 2016 |
76 |
$391M |
+$30.4M |
-$34.3M |
-$3.92M |
MAC, JPM, GOOGL, MSFT, AAPL
|
13F-HR |
1/25/2017, 03:13 PM |
Q3 2016 |
72 |
$389M |
+$17.2M |
-$21.9M |
-$4.63M |
MAC, MSFT, CSCO, JPM, GOOGL
|
13F-HR |
10/12/2016, 04:05 PM |
Q2 2016 |
73 |
$383M |
+$27.6M |
-$28.6M |
-$959K |
MAC, VZ, TJX, JPM, CSCO
|
13F-HR |
7/25/2016, 06:12 PM |
Q1 2016 |
71 |
$378M |
+$26.8M |
-$23.6M |
+$3.26M |
MAC, VZ, V, ROST, TJX
|
13F-HR |
4/12/2016, 02:08 PM |
Q4 2015 |
78 |
$371M |
+$31.2M |
-$33.9M |
-$2.75M |
MAC, V, ROST, MSFT, JPM
|
13F-HR |
1/22/2016, 05:50 PM |
Q3 2015 |
82 |
$358M |
+$47.2M |
-$48M |
-$771K |
MAC, HD, V, AAPL, TJX
|
13F-HR |
10/16/2015, 12:17 PM |
Q2 2015 |
91 |
$384M |
+$39.9M |
-$14.9M |
+$25M |
MAC, AAPL, HD, AET, JPM
|
13F-HR |
7/13/2015, 12:34 PM |
Q1 2015 |
88 |
$365M |
+$47.1M |
-$35.3M |
+$11.8M |
MAC, AAPL, KRFT, HD, CTSH
|
13F-HR |
4/13/2015, 12:36 PM |
Q4 2014 |
92 |
$352M |
+$28.8M |
-$35M |
-$6.18M |
MAC, DD, AAPL, HD, CELG
|
13F-HR |
1/28/2015, 01:16 PM |
Q3 2014 |
86 |
$343M |
+$29.1M |
-$15M |
+$14.1M |
MAC, AAPL, GILD, CELG, DD
|
13F-HR |
10/21/2014, 12:58 PM |
Q2 2014 |
73 |
$332M |
+$41.6M |
-$14.4M |
+$27.2M |
MAC, AAPL, GILD, DOW, CELG
|
13F-HR |
7/18/2014, 03:02 PM |
Q1 2014 |
71 |
$304M |
+$13.8M |
-$13.2M |
+$628K |
MAC, GOOGL, AAPL, DD, TJX
|
13F-HR |
4/17/2014, 01:45 PM |
Q4 2013 |
73 |
$301M |
$0 |
$0 |
|
MAC, AAPL, CELG, GILD, GOOGL
|
13F-HR |
1/24/2014, 06:14 PM |