Q3 2024 |
150 |
$409M |
+$55.1M |
-$49.5M |
+$5.63M |
AAPL, SCHR, MSFT, GOVT, TSM
|
13F-HR |
11/4/2024, 12:55 PM |
Q2 2024 |
149 |
$386M |
+$28.3M |
-$25.2M |
+$3.06M |
MSFT, AAPL, TSM, GOVT, GOOGL
|
13F-HR |
7/31/2024, 07:45 PM |
Q1 2024 |
144 |
$379M |
+$31.7M |
-$21M |
+$10.7M |
MSFT, GOVT, AAPL, TSM, GOOGL
|
13F-HR |
4/30/2024, 03:07 PM |
Q4 2023 |
150 |
$344M |
+$37.1M |
-$25.3M |
+$11.8M |
MSFT, AAPL, GOVT, TSM, GOOGL
|
13F-HR |
1/24/2024, 06:14 PM |
Q3 2023 |
133 |
$303M |
+$34.7M |
-$27.5M |
+$7.17M |
VGSH, MSFT, AAPL, TSM, GOOGL
|
13F-HR |
10/26/2023, 05:12 PM |
Q2 2023 |
123 |
$304M |
+$25.3M |
-$20.3M |
+$5.05M |
MSFT, AAPL, VGSH, GOVT, TSM
|
13F-HR |
7/28/2023, 02:03 PM |
Q1 2023 |
123 |
$286M |
+$17.6M |
-$21.9M |
-$4.25M |
VGSH, MSFT, AAPL, GOVT, TSM
|
13F-HR |
4/27/2023, 09:05 PM |
Q4 2022 |
124 |
$281M |
+$12.5M |
-$38.3M |
-$25.8M |
VGSH, MSFT, AAPL, PFE, BRKB
|
13F-HR |
1/18/2023, 05:36 PM |
Q3 2022 |
130 |
$287M |
+$38.6M |
-$36.1M |
+$2.53M |
VGSH, AAPL, MSFT, BSV, VCSH
|
13F-HR |
11/2/2022, 08:29 PM |
Q2 2022 |
141 |
$311M |
+$33.2M |
-$17.5M |
+$15.7M |
VGSH, SGOV, AAPL, MSFT, IGSB
|
13F-HR |
7/28/2022, 05:51 PM |
Q1 2022 |
140 |
$335M |
+$61.8M |
-$22.3M |
+$39.5M |
VGSH, AAPL, MSFT, BRKB, GOOGL
|
13F-HR |
5/6/2022, 07:47 PM |
Q4 2021 |
136 |
$312M |
+$13.1M |
-$31.2M |
-$18.1M |
AAPL, MSFT, LOW, TSM, GOOGL
|
13F-HR |
2/2/2022, 04:12 PM |
Q3 2021 |
130 |
$304M |
+$9.86M |
-$12.9M |
-$3.06M |
AAPL, MSFT, TSM, LOW, GOOGL
|
13F-HR |
11/12/2021, 09:53 AM |
Q2 2021 |
130 |
$310M |
+$11.7M |
-$17M |
-$5.38M |
AAPL, MSFT, TSM, IGSB, LOW
|
13F-HR |
8/10/2021, 05:03 PM |
Q1 2021 |
129 |
$303M |
+$26.4M |
-$23.5M |
+$2.94M |
AAPL, TSM, MSFT, C, IGSB
|
13F-HR |
5/7/2021, 06:57 PM |
Q4 2020 |
131 |
$277M |
+$13.2M |
-$39.5M |
-$26.4M |
AAPL, TSM, MSFT, C, LOW
|
13F-HR |
2/8/2021, 08:15 PM |
Q3 2020 |
250 |
$269M |
+$14.2M |
-$15M |
-$802K |
AAPL, TSM, IBM, MSFT, LOW
|
13F-HR |
10/20/2020, 01:20 PM |
Q2 2020 |
251 |
$257M |
+$17.8M |
-$16.2M |
+$1.64M |
AAPL, IBM, MSFT, TSM, C
|
13F-HR |
7/27/2020, 01:50 PM |
Q1 2020 |
252 |
$218M |
+$17.2M |
-$13.9M |
+$3.29M |
IBM, AAPL, TSM, MSFT, BRKB
|
13F-HR |
4/17/2020, 02:05 PM |
Q4 2019 |
248 |
$288M |
+$12.5M |
-$37.2M |
-$24.7M |
AAPL, C, IBM, MSFT, TSM
|
13F-HR |
2/3/2020, 09:55 AM |
Q3 2019 |
261 |
$293M |
+$14.3M |
-$30.3M |
-$16M |
IBM, AAPL, C, MSFT, HHC
|
13F-HR |
10/22/2019, 09:14 AM |
Q2 2019 |
255 |
$301M |
+$9.66M |
-$14.2M |
-$4.56M |
IBM, C, AAPL, MSFT, HHC
|
13F-HR |
7/18/2019, 01:03 PM |
Q1 2019 |
249 |
$299M |
+$10.8M |
-$19.1M |
-$8.32M |
IBM, C, AAPL, MSFT, TSM
|
13F-HR |
4/30/2019, 10:30 AM |
Q4 2018 |
244 |
$275M |
+$14.4M |
-$59.3M |
-$44.9M |
IBM, C, AAPL, BRKB, MSFT
|
13F-HR |
2/4/2019, 12:24 PM |
Q3 2018 |
241 |
$391M |
+$12.6M |
-$42.2M |
-$29.6M |
IBM, C, SSD, ITT, CMP
|
13F-HR |
10/19/2018, 12:54 PM |
Q2 2018 |
249 |
$406M |
+$33.9M |
-$78.6M |
-$44.6M |
IBM, C, HHC, SSD, WY
|
13F-HR |
7/23/2018, 02:31 PM |
Q1 2018 |
247 |
$445M |
+$28.8M |
-$32.8M |
-$3.98M |
IBM, C, HHC, STX, WY
|
13F-HR |
4/19/2018, 03:49 PM |
Q4 2017 |
251 |
$460M |
+$33M |
-$22.6M |
+$10.4M |
IBM, C, HHC, WY, HUBB
|
13F-HR |
1/23/2018, 02:00 PM |
Q3 2017 |
253 |
$428M |
+$19.9M |
-$19.9M |
+$11.2K |
IBM, C, HHC, WY, ALEX
|
13F-HR |
10/19/2017, 01:23 PM |
Q2 2017 |
261 |
$406M |
+$21.8M |
-$27.2M |
-$5.32M |
IBM, C, WY, ALEX, SNH
|
13F-HR |
7/24/2017, 02:20 PM |
Q1 2017 |
256 |
$416M |
+$30.7M |
-$46.1M |
-$15.3M |
IBM, C, HHC, ALEX, WY
|
13F-HR |
4/18/2017, 03:37 PM |
Q4 2016 |
246 |
$416M |
+$53.5M |
-$52.3M |
+$1.17M |
IBM, C, ALEX, HHC, SYF
|
13F-HR |
1/24/2017, 11:42 AM |
Q3 2016 |
255 |
$404M |
+$33.6M |
-$54.1M |
-$20.5M |
SNH, HHC, C, WY, PNR
|
13F-HR |
10/27/2016, 11:15 AM |
Q2 2016 |
261 |
$395M |
+$34M |
-$47.8M |
-$13.8M |
HHC, SNH, BAC, WY, COH
|
13F-HR |
7/22/2016, 11:57 AM |
Q1 2016 |
230 |
$411M |
+$55.6M |
-$94.8M |
-$39.1M |
WY, BAC, HHC, XYL, ALEX
|
13F-HR |
4/20/2016, 12:43 PM |
Q4 2015 |
222 |
$449M |
+$51.3M |
-$48.4M |
+$2.89M |
BAC, DXJ, HHC, C, PCL
|
13F-HR |
1/28/2016, 12:07 PM |
Q3 2015 |
221 |
$430M |
+$77.2M |
-$68.6M |
+$8.69M |
BAC, DXJ, RWM, HHC, C
|
13F-HR |
11/6/2015, 11:09 AM |
Q2 2015 |
217 |
$489M |
+$51.5M |
-$46.3M |
+$5.21M |
BAC, C, DXJ, HHC, UTX
|
13F-HR |
8/5/2015, 12:06 PM |
Q1 2015 |
220 |
$496M |
+$52.8M |
-$59.5M |
-$6.68M |
HHC, C, BAC, AAPL, CMP
|
13F-HR |
5/5/2015, 11:52 AM |
Q4 2014 |
225 |
$488M |
+$102M |
-$50.2M |
+$51.6M |
C, HHC, BAC, CMP, AAPL
|
13F-HR |
2/3/2015, 01:04 PM |
Q3 2014 |
207 |
$430M |
+$26M |
-$68M |
-$42M |
HHC, C, BAC, COH, CMP
|
13F-HR |
11/13/2014, 10:00 AM |
Q2 2014 |
231 |
$492M |
+$79.8M |
-$41.4M |
+$38.4M |
HHC, C, CMP, COH, WLL
|
13F-HR |
8/6/2014, 09:58 AM |
Q1 2014 |
206 |
$448M |
+$44.8M |
-$46.6M |
-$1.74M |
COH, C, HHC, PNR, ALEX
|
13F-HR |
5/8/2014, 11:31 AM |
Q4 2013 |
214 |
$451M |
$0 |
$0 |
|
COH, C, FCX, HHC, BRP
|
13F-HR |
2/6/2014, 12:50 PM |