Q3 2024 |
131 |
$581M |
+$100M |
-$22M |
+$78M |
AAPL, MSFT, NVDA, SPY, AMZN
|
13F-HR |
10/24/2024, 03:04 PM |
Q2 2024 |
133 |
$481M |
+$33.4M |
-$34.3M |
-$870K |
AAPL, MSFT, NVDA, SPY, DIA
|
13F-HR |
7/19/2024, 04:49 PM |
Q1 2024 |
132 |
$485M |
+$33.7M |
-$22.2M |
+$11.5M |
AAPL, MSFT, NVDA, NVO, AMZN
|
13F-HR |
5/3/2024, 04:12 PM |
Q4 2023 |
135 |
$439M |
+$5.68M |
-$11.9M |
-$6.25M |
AAPL, MSFT, UNH, ACN, NVO
|
13F-HR |
1/18/2024, 10:29 AM |
Q3 2023 |
138 |
$403M |
+$16.1M |
-$19.1M |
-$2.99M |
AAPL, MSFT, UNH, AJG, ACN
|
13F-HR |
10/25/2023, 01:46 PM |
Q2 2023 |
143 |
$427M |
+$8.71M |
-$5.14M |
+$3.57M |
AAPL, MSFT, UNH, ACN, AJG
|
Restatement |
7/20/2023, 01:02 PM |
Q1 2023 |
139 |
$399M |
+$13M |
-$11.6M |
+$1.39M |
AAPL, MSFT, UNH, ACN, AJG
|
13F-HR |
4/20/2023, 02:01 PM |
Q4 2022 |
135 |
$376M |
+$110M |
-$4.05M |
+$106M |
AAPL, MSFT, UNH, ACN, AJG
|
13F-HR |
3/1/2023, 03:30 PM |
Q3 2022 |
91 |
$244M |
+$13.8M |
-$11.8M |
+$1.94M |
AAPL, MSFT, ACN, AJG, UNH
|
13F-HR |
10/25/2022, 12:19 PM |
Q2 2022 |
100 |
$259M |
+$10.8M |
-$8.4M |
+$2.43M |
AAPL, MSFT, ACN, UNH, AJG
|
13F-HR |
8/3/2022, 10:52 AM |
Q1 2022 |
98 |
$302M |
+$18.1M |
-$20.9M |
-$2.74M |
AAPL, MSFT, ACN, AJG, SCHD
|
13F-HR |
4/25/2022, 01:48 PM |
Q4 2021 |
109 |
$329M |
+$6.68M |
-$8.54M |
-$1.85M |
AAPL, ACN, MSFT, SCHD, TROW
|
13F-HR |
1/24/2022, 10:05 AM |
Q3 2021 |
111 |
$302M |
+$11M |
-$11.5M |
-$561K |
AAPL, MSFT, ACN, TROW, SCHD
|
13F-HR |
10/4/2021, 12:33 PM |
Q2 2021 |
108 |
$307M |
+$59.5M |
-$1.49M |
+$58M |
AAPL, MSFT, ACN, IVV, IJR
|
13F-HR |
7/23/2021, 03:29 PM |
Q1 2021 |
85 |
$234M |
+$14.6M |
-$11.2M |
+$3.36M |
AAPL, MSFT, ACN, SWKS, TROW
|
13F-HR |
4/6/2021, 02:43 PM |
Q4 2020 |
87 |
$217M |
+$5.65M |
-$7.6M |
-$1.96M |
AAPL, MSFT, ACN, HON, SWKS
|
13F-HR |
1/21/2021, 09:38 AM |
Q3 2020 |
82 |
$194M |
+$17.6M |
-$7.12M |
+$10.5M |
AAPL, MSFT, ACN, SWKS, NKE
|
13F-HR |
10/29/2020, 11:18 AM |
Q2 2020 |
81 |
$179M |
+$7.7M |
-$7.17M |
+$525K |
AAPL, MSFT, ACN, SWKS, JNJ
|
13F-HR |
7/1/2020, 01:58 PM |
Q1 2020 |
79 |
$150M |
+$5.58M |
-$10M |
-$4.45M |
AAPL, MSFT, ACN, JNJ, INTC
|
13F-HR |
4/13/2020, 08:55 AM |
Q4 2019 |
81 |
$194M |
+$5.26M |
-$5.2M |
+$56.9K |
AAPL, MSFT, ACN, JNJ, TJX
|
13F-HR |
1/9/2020, 01:16 PM |
Q3 2019 |
79 |
$178M |
+$3.61M |
-$1.67M |
+$1.94M |
AAPL, MSFT, ACN, TJX, JNJ
|
13F-HR |
10/15/2019, 10:04 AM |
Q2 2019 |
78 |
$173M |
+$7.75M |
-$5.98M |
+$1.77M |
AAPL, MSFT, ACN, JNJ, HON
|
13F-HR |
7/9/2019, 10:31 AM |
Q1 2019 |
80 |
$166M |
+$9.28M |
-$4.5M |
+$4.78M |
AAPL, ACN, MSFT, JNJ, TJX
|
13F-HR |
4/3/2019, 10:25 AM |
Q4 2018 |
73 |
$143M |
+$6.14M |
-$4.04M |
+$2.1M |
AAPL, JNJ, MSFT, ACN, TJX
|
13F-HR |
1/15/2019, 12:59 PM |
Q3 2018 |
73 |
$167M |
+$3.27M |
-$4.04M |
-$768K |
AAPL, ACN, MSFT, JNJ, TJX
|
13F-HR |
10/5/2018, 09:59 AM |
Q2 2018 |
74 |
$156M |
+$5.34M |
-$3.37M |
+$1.96M |
AAPL, ACN, MSFT, JNJ, TROW
|
13F-HR |
7/18/2018, 12:28 PM |
Q1 2018 |
72 |
$151M |
+$8.4M |
-$12.2M |
-$3.85M |
AAPL, ACN, JNJ, MSFT, TROW
|
13F-HR |
4/9/2018, 10:00 AM |
Q4 2017 |
79 |
$158M |
+$14.1M |
-$4.76M |
+$9.33M |
AAPL, ACN, JNJ, MSFT, TROW
|
13F-HR |
1/18/2018, 10:52 AM |
Q3 2017 |
77 |
$142M |
+$19.9M |
-$3.57M |
+$16.3M |
AAPL, JNJ, ACN, MSFT, HON
|
13F-HR |
10/12/2017, 09:48 AM |
Q2 2017 |
65 |
$121M |
+$12M |
-$8.31M |
+$3.72M |
AAPL, JNJ, ACN, MSFT, HON
|
13F-HR |
7/17/2017, 11:29 AM |
Q1 2017 |
58 |
$114M |
+$632K |
-$5.47M |
-$4.83M |
AAPL, JNJ, ACN, MSFT, SWKS
|
13F-HR |
4/12/2017, 11:42 AM |
Q4 2016 |
56 |
$113M |
+$12M |
-$11.8M |
+$121K |
AAPL, ACN, JNJ, MSFT, LMT
|
13F-HR |
1/9/2017, 11:58 AM |
Q3 2016 |
54 |
$112M |
+$3.72M |
-$1.6M |
+$2.12M |
ACN, AAPL, JNJ, MSFT, MDT
|
13F-HR |
10/14/2016, 11:46 AM |
Q2 2016 |
54 |
$108M |
+$4.95M |
-$5.69M |
-$746K |
ACN, JNJ, MDT, AAPL, MSFT
|
13F-HR |
8/11/2016, 09:25 AM |
Q1 2016 |
54 |
$107M |
+$5M |
-$8.59M |
-$3.58M |
ACN, AAPL, JNJ, MSFT, MDT
|
13F-HR |
4/27/2016, 10:48 AM |
Q4 2015 |
52 |
$109M |
+$1.79M |
-$3.75M |
-$1.96M |
ACN, AAPL, MSFT, JNJ, WFC
|
13F-HR |
1/6/2016, 03:49 PM |
Q3 2015 |
52 |
$106M |
+$6.54M |
-$9.4M |
-$2.86M |
AAPL, ACN, WFC, JNJ, MSFT
|
13F-HR |
10/13/2015, 12:36 PM |
Q2 2015 |
50 |
$119M |
+$2.77M |
-$3.43M |
-$661K |
AAPL, WFC, ACN, JNJ, MDT
|
13F-HR |
7/6/2015, 02:10 PM |
Q1 2015 |
51 |
$121M |
+$738K |
-$1.52M |
-$777K |
AAPL, MDT, ACN, WFC, JNJ
|
13F-HR |
4/13/2015, 09:52 AM |
Q4 2014 |
52 |
$122M |
+$8.27M |
-$9.03M |
-$758K |
AAPL, JNJ, WFC, ACN, MDT
|
13F-HR |
2/11/2015, 04:13 PM |
Q3 2014 |
51 |
$120M |
+$3.39M |
-$1.7M |
+$1.69M |
AAPL, JNJ, EEM, WFC, MSFT
|
13F-HR |
11/14/2014, 06:44 AM |
Q2 2014 |
51 |
$119M |
+$9.57M |
-$2.29M |
+$7.29M |
AAPL, JNJ, WFC, EEM, ACN
|
13F-HR |
8/8/2014, 03:54 PM |
Q1 2014 |
50 |
$110M |
+$3.75M |
-$3.05M |
+$702K |
JNJ, AAPL, WFC, MDT, UTX
|
13F-HR |
5/15/2014, 01:17 PM |
Q4 2013 |
48 |
$109M |
$0 |
$0 |
|
AAPL, JNJ, WFC, MDT, ACN
|
13F-HR |
2/4/2014, 03:18 PM |