Q2 2024 |
53 |
$560M |
+$7.08M |
-$16.1M |
-$9.07M |
ABBV, JNJ, MCD, BRKB, JPM
|
13F-HR |
8/12/2024, 01:43 PM |
Q1 2024 |
55 |
$599M |
+$19.4M |
-$23.5M |
-$4.13M |
ABBV, JNJ, MCD, BRKB, JPM
|
13F-HR |
5/14/2024, 01:04 PM |
Q4 2023 |
56 |
$583M |
+$9.14M |
-$25.1M |
-$16M |
MCD, JNJ, ABBV, BRKB, ABT
|
13F-HR |
2/13/2024, 04:52 PM |
Q3 2023 |
55 |
$550M |
+$6.73M |
-$7.07M |
-$342K |
JNJ, ABBV, MCD, BRKB, ABT
|
13F-HR |
11/13/2023, 03:04 PM |
Q2 2023 |
55 |
$588M |
+$14.2M |
-$12M |
+$2.19M |
JNJ, MCD, ABBV, ABT, BRKB
|
13F-HR |
8/11/2023, 01:42 PM |
Q1 2023 |
52 |
$574M |
+$3.93M |
-$3.64M |
+$297K |
JNJ, ABBV, MCD, ABT, BRKB
|
13F-HR |
5/12/2023, 02:31 PM |
Q4 2022 |
52 |
$566M |
+$2.95M |
-$4.91M |
-$1.96M |
JNJ, ABBV, MCD, ABT, BRKB
|
13F-HR |
2/13/2023, 05:19 PM |
Q3 2022 |
55 |
$503M |
+$7.12M |
-$6.72M |
+$401K |
JNJ, ABBV, MCD, ABT, BRKB
|
13F-HR |
11/14/2022, 01:24 PM |
Q2 2022 |
57 |
$546M |
+$9.26M |
-$3.38M |
+$5.87M |
JNJ, ABBV, MCD, ABT, PEP
|
13F-HR |
8/10/2022, 03:16 PM |
Q1 2022 |
59 |
$612M |
+$4.86M |
-$7.89M |
-$3.03M |
JNJ, ABBV, MCD, ABT, BRKB
|
13F-HR |
5/16/2022, 04:03 PM |
Q4 2021 |
61 |
$636M |
+$5.82M |
-$2.47M |
+$3.35M |
JNJ, MCD, ABT, ABBV, DIS
|
Restatement |
5/16/2022, 03:16 PM |
Q3 2021 |
61 |
$570M |
+$30.7M |
-$30.6M |
+$159K |
JNJ, MCD, DIS, ABT, ABBV
|
13F-HR |
11/12/2021, 04:08 PM |
Q2 2021 |
61 |
$573M |
+$4.73M |
-$12.7M |
-$7.95M |
JNJ, DIS, MCD, ABT, ABBV
|
13F-HR |
8/6/2021, 04:04 PM |
Q1 2021 |
61 |
$548M |
+$54.8M |
-$29.7M |
+$25M |
JNJ, DIS, ABT, MCD, ABBV
|
13F-HR |
5/17/2021, 04:00 PM |
Q4 2020 |
55 |
$497M |
+$37.9M |
-$42.9M |
-$4.98M |
JNJ, DIS, ABT, MCD, ABBV
|
13F-HR |
2/16/2021, 03:28 PM |
Q3 2020 |
54 |
$450M |
+$24.3M |
-$3.26M |
+$21.1M |
JNJ, MCD, ABT, DIS, ABBV
|
13F-HR |
11/13/2020, 03:58 PM |
Q2 2020 |
40 |
$414M |
+$953K |
-$2.93M |
-$1.98M |
JNJ, MCD, ABT, ABBV, DIS
|
13F-HR |
8/12/2020, 05:04 PM |
Q1 2020 |
39 |
$372M |
+$24.2M |
-$12.3M |
+$11.9M |
JNJ, MCD, ABT, DIS, ABBV
|
13F-HR |
5/13/2020, 04:51 PM |
Q4 2019 |
41 |
$454M |
+$17.1M |
-$12.3M |
+$4.83M |
JNJ, DIS, MCD, ABT, ABBV
|
13F-HR |
2/13/2020, 04:56 PM |
Q3 2019 |
39 |
$423M |
+$6.26M |
-$9.23M |
-$2.96M |
JNJ, MCD, DIS, ABT, BRKB
|
13F-HR |
11/12/2019, 05:20 PM |
Q2 2019 |
40 |
$426M |
+$4.68M |
-$11.4M |
-$6.67M |
JNJ, DIS, MCD, ABT, DEO
|
13F-HR |
8/12/2019, 04:41 PM |
Q1 2019 |
42 |
$416M |
+$16.9M |
-$21.4M |
-$4.55M |
JNJ, MCD, DIS, ABT, MO
|
13F-HR |
5/13/2019, 03:59 PM |
Q4 2018 |
51 |
$380M |
+$11.1M |
-$9.43M |
+$1.68M |
JNJ, MCD, ABT, BRKB, MO
|
13F-HR |
2/13/2019, 12:15 PM |
Q3 2018 |
62 |
$418M |
+$14.5M |
-$14.8M |
-$333K |
JNJ, MCD, MO, ABT, BRKB
|
13F-HR |
11/14/2018, 02:06 PM |
Q2 2018 |
69 |
$398M |
+$20M |
-$15.2M |
+$4.81M |
JNJ, MCD, MO, PM, ABT
|
13F-HR |
8/13/2018, 03:41 PM |
Q1 2018 |
53 |
$394M |
+$19.6M |
-$7.06M |
+$12.5M |
JNJ, PM, MCD, MO, JPM
|
13F-HR |
5/11/2018, 03:03 PM |
Q4 2017 |
55 |
$398M |
+$13.7M |
-$19.4M |
-$5.72M |
JNJ, MCD, PM, MO, JPM
|
13F-HR |
2/12/2018, 02:13 PM |
Q3 2017 |
51 |
$384M |
+$11.4M |
-$1.64M |
+$9.8M |
JNJ, PM, MCD, MO, DEO
|
13F-HR |
11/13/2017, 01:07 PM |
Q2 2017 |
50 |
$370M |
+$11.5M |
-$10.8M |
+$732K |
JNJ, PM, MO, MCD, PEP
|
13F-HR |
8/8/2017, 04:22 PM |
Q1 2017 |
49 |
$357M |
+$16.1M |
-$16.9M |
-$798K |
JNJ, PM, MO, MCD, PEP
|
13F-HR |
5/9/2017, 01:29 PM |
Q4 2016 |
51 |
$338M |
+$320M |
-$314K |
+$319M |
JNJ, MO, PM, MCD, MDLZ
|
13F-HR |
2/10/2017, 12:52 PM |
Q3 2016 |
51 |
$333K |
+$7.07K |
-$10.5K |
-$3.47K |
|
13F-HR |
11/14/2016, 02:50 PM |
Q2 2016 |
53 |
$339K |
+$2.25K |
-$6.91K |
-$4.66K |
|
13F-HR |
8/12/2016, 01:05 PM |
Q1 2016 |
55 |
$334K |
$0 |
$0 |
|
|
New Holdings |
9/2/2016, 02:58 PM |
Q1 2016 |
55 |
$334K |
+$17.1K |
-$18.3K |
-$1.16K |
|
13F-HR |
5/10/2016, 12:23 PM |
Q4 2015 |
62 |
$327K |
+$22.2K |
-$3.09K |
+$19.1K |
|
13F-HR |
2/8/2016, 08:03 PM |
Q3 2015 |
59 |
$295K |
$0 |
$0 |
|
|
13F-HR |
11/12/2015, 04:00 PM |
Q2 2015 |
59 |
$306K |
+$10K |
-$8.89K |
+$1.13K |
|
13F-HR |
8/12/2015, 11:22 AM |
Q1 2015 |
59 |
$304K |
+$16.6K |
-$12.9M |
-$12.9M |
|
13F-HR |
5/13/2015, 11:16 AM |
Q4 2014 |
68 |
$290M |
+$37.2M |
-$6.3M |
+$30.9M |
AON, ST
|
13F-HR |
2/10/2015, 04:39 PM |
Q3 2014 |
50 |
$277K |
+$9.44K |
-$12.5K |
-$3.11K |
|
13F-HR |
11/12/2014, 11:40 AM |
Q2 2014 |
54 |
$282K |
+$12.6K |
-$3.52K |
+$9.05K |
|
13F-HR |
8/8/2014, 12:28 PM |
Q1 2014 |
51 |
$270K |
+$21.2K |
-$11.1K |
+$10K |
|
13F-HR |
5/13/2014, 03:37 PM |
Q4 2013 |
50 |
$259K |
$0 |
$0 |
|
|
13F-HR |
2/12/2014, 12:41 PM |