Q3 2024 |
76 |
$541M |
+$20.8M |
-$8.26M |
+$12.5M |
AAPL, PHM, LLY, THC, ORCL
|
13F-HR |
11/4/2024, 03:28 PM |
Q2 2024 |
76 |
$508M |
+$2.88M |
-$19.9M |
-$17M |
AAPL, LLY, PHM, TER, THC
|
13F-HR |
8/9/2024, 09:08 AM |
Q1 2024 |
76 |
$531M |
+$9.03M |
-$6.35M |
+$2.68M |
PHM, AAPL, LLY, LULU, TER
|
13F-HR |
5/2/2024, 12:41 PM |
Q4 2023 |
75 |
$492M |
+$7.64M |
-$5.42M |
+$2.23M |
AAPL, PHM, LULU, LLY, TER
|
13F-HR |
2/16/2024, 03:57 PM |
Q3 2023 |
71 |
$432M |
+$7.33M |
-$16.6M |
-$9.26M |
AAPL, PHM, LULU, LLY, TER
|
13F-HR |
11/7/2023, 10:19 AM |
Q2 2023 |
73 |
$464M |
+$10.4M |
-$14.7M |
-$4.31M |
AAPL, PHM, LULU, LLY, TER
|
13F-HR |
8/9/2023, 09:22 AM |
Q1 2023 |
70 |
$428M |
+$12.7M |
-$32.2M |
-$19.5M |
AAPL, LULU, PHM, TER, TTEK
|
13F-HR |
5/3/2023, 03:04 PM |
Q4 2022 |
74 |
$423M |
+$6.99M |
-$14.3M |
-$7.27M |
AAPL, LULU, PHM, NDSN, LLY
|
13F-HR |
1/23/2023, 03:17 PM |
Q3 2022 |
75 |
$384M |
+$5.72M |
-$9.91M |
-$4.2M |
AAPL, LULU, LLY, NDSN, PHM
|
13F-HR |
11/8/2022, 09:08 AM |
Q2 2022 |
79 |
$414M |
+$8.65M |
-$15.4M |
-$6.72M |
AAPL, LULU, TER, LLY, PHM
|
13F-HR |
8/3/2022, 11:52 AM |
Q1 2022 |
85 |
$506M |
+$982K |
-$17.2M |
-$16.2M |
AAPL, LULU, TER, SIVB, TTEK
|
13F-HR |
5/9/2022, 10:09 AM |
Q4 2021 |
85 |
$566M |
+$5.14M |
-$6.74M |
-$1.6M |
AAPL, TER, SIVB, LULU, PHM
|
13F-HR |
2/7/2022, 11:28 AM |
Q3 2021 |
87 |
$518M |
+$5.89M |
-$20.1M |
-$14.2M |
AAPL, LULU, SIVB, TER, PHM
|
13F-HR |
11/12/2021, 10:04 AM |
Q2 2021 |
84 |
$536M |
+$19M |
-$10.1M |
+$8.94M |
AAPL, TER, LULU, PHM, SIVB
|
13F-HR |
8/10/2021, 02:27 PM |
Q1 2021 |
79 |
$494M |
+$5M |
-$27.3M |
-$22.3M |
AAPL, TER, PHM, SIVB, LULU
|
13F-HR |
5/10/2021, 08:25 AM |
Q4 2020 |
76 |
$474M |
+$7M |
-$6.57M |
+$425K |
AAPL, TER, LULU, AJRD, PHM
|
13F-HR |
2/1/2021, 08:59 AM |
Q3 2020 |
72 |
$392M |
+$36.3M |
-$14.9M |
+$21.4M |
AAPL, LULU, PHM, TER, AJRD
|
13F-HR |
11/10/2020, 08:17 AM |
Q2 2020 |
73 |
$371M |
+$7.99M |
-$15.4M |
-$7.44M |
AAPL, LULU, TER, AJRD, NDSN
|
13F-HR |
8/11/2020, 04:01 PM |
Q1 2020 |
74 |
$304M |
+$3.34M |
-$25.2M |
-$21.8M |
AAPL, AJRD, LULU, TER, NDSN
|
13F-HR |
5/12/2020, 11:36 AM |
Q4 2019 |
84 |
$438M |
+$3.63M |
-$5.22M |
-$1.59M |
AAPL, AJRD, PHM, LULU, TER
|
13F-HR |
2/10/2020, 02:30 PM |
Q3 2019 |
82 |
$400M |
+$350K |
-$64.9M |
-$64.6M |
AJRD, AAPL, PHM, LULU, TER
|
13F-HR |
11/12/2019, 03:59 PM |
Q2 2019 |
84 |
$450M |
+$5.45M |
-$36.2M |
-$30.8M |
AJRD, AAPL, PHM, LULU, TER
|
13F-HR |
7/29/2019, 01:10 PM |
Q1 2019 |
83 |
$476M |
+$10.9M |
-$24.2M |
-$13.2M |
AJRD, AAPL, PHM, LULU, SCHW
|
13F-HR |
5/10/2019, 10:47 AM |
Q4 2018 |
85 |
$429M |
+$7.92M |
-$36.5M |
-$28.6M |
AJRD, PHM, AAPL, SCHW, LULU
|
13F-HR |
2/13/2019, 10:04 AM |
Q3 2018 |
91 |
$549M |
+$8.6M |
-$16.8M |
-$8.15M |
AJRD, AAPL, LULU, SCHW, SIVB
|
13F-HR |
10/18/2018, 03:56 PM |
Q2 2018 |
91 |
$539M |
+$21M |
-$13.4M |
+$7.61M |
AJRD, AAPL, PHM, SCHW, SIVB
|
13F-HR |
7/13/2018, 11:23 AM |
Q1 2018 |
89 |
$520M |
+$5.3M |
-$14.7M |
-$9.37M |
AJRD, PHM, SCHW, AAPL, NDSN
|
13F-HR |
4/26/2018, 09:14 AM |
Q4 2017 |
91 |
$543M |
+$6.5M |
-$12M |
-$5.49M |
AJRD, PHM, SCHW, AAPL, NDSN
|
13F-HR |
1/11/2018, 02:50 PM |
Q3 2017 |
91 |
$516M |
+$5.79M |
-$13.5M |
-$7.67M |
AJRD, PHM, SCHW, AAPL, SWKS
|
13F-HR |
10/13/2017, 03:08 PM |
Q2 2017 |
89 |
$492M |
+$15.7M |
-$19.3M |
-$3.6M |
AJRD, PHM, SCHW, AAPL, NDSN
|
13F-HR |
8/4/2017, 12:05 PM |
Q1 2017 |
91 |
$488M |
+$13.8M |
-$23M |
-$9.24M |
AJRD, PHM, SCHW, TER, AAPL
|
13F-HR |
4/12/2017, 09:42 AM |
Q4 2016 |
90 |
$476M |
+$17.5M |
-$12.5M |
+$4.95M |
AJRD, SCHW, NDSN, PHM, TER
|
13F-HR |
2/7/2017, 04:42 PM |
Q3 2016 |
90 |
$454M |
+$15.4M |
-$30M |
-$14.6M |
AJRD, PHM, FCEA, LKQ, SCHW
|
13F-HR |
11/8/2016, 02:38 PM |
Q2 2016 |
88 |
$447M |
+$5.37M |
-$13.7M |
-$8.32M |
AJRD, NSP, PHM, FCEA, CMCSA
|
13F-HR |
8/9/2016, 03:30 PM |
Q1 2016 |
88 |
$447M |
+$1.38M |
-$73.8M |
-$72.4M |
AJRD, PHM, FCEA, LKQ, CMCSA
|
13F-HR |
5/10/2016, 10:57 AM |
Q4 2015 |
85 |
$506M |
+$27M |
-$22.1M |
+$4.92M |
AJRD, SCHW, PHM, FCEA, SWKS
|
13F-HR |
2/8/2016, 09:30 AM |
Q3 2015 |
84 |
$505M |
+$17.4M |
-$24.2M |
-$6.82M |
AJRD, PHM, SWKS, SCHW, FCEA
|
13F-HR |
11/12/2015, 10:09 AM |
Q2 2015 |
88 |
$580M |
+$38M |
-$41.3M |
-$3.26M |
AJRD, SWKS, PHM, SCHW, AAPL
|
13F-HR |
8/7/2015, 02:56 PM |
Q1 2015 |
88 |
$594M |
+$730K |
-$35.9M |
-$35.1M |
SWKS, 2100PS, PHM, FCEA, AAPL
|
13F-HR |
5/7/2015, 11:15 AM |
Q4 2014 |
88 |
$610M |
+$18.4M |
-$12.5M |
+$5.92M |
SWKS, 2100PS, PHM, HPQ, SCHW
|
13F-HR |
2/9/2015, 04:15 PM |
Q3 2014 |
82 |
$564M |
+$4.29M |
-$13M |
-$8.68M |
SWKS, 2100PS, HPQ, PHM, SCHW
|
13F-HR |
11/3/2014, 03:57 PM |
Q2 2014 |
88 |
$604M |
+$32.9M |
-$19.9M |
+$13M |
2100PS, PHM, SWKS, MCHX, HPQ
|
13F-HR |
7/31/2014, 02:45 PM |
Q1 2014 |
83 |
$576M |
+$18.5M |
-$20.5M |
-$2.04M |
2100PS, PHM, HPQ, SCHW, CNS
|
13F-HR |
5/7/2014, 04:12 PM |
Q4 2013 |
78 |
$558M |
$0 |
$0 |
|
2100PS, PHM, CMCSA, WYND, LKQ
|
13F-HR |
2/6/2014, 03:28 PM |