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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 147 | $216,832,287 | +$2,926,318 | -$15,784,194 | -$12,857,876 | AAPL, IWF, AMZN, MSFT, NVDA | 13F-HR | 17 Nov 2025, 16:27 |
| Q2 2025 | 151 | $214,096,150 | +$18,785,970 | -$17,092,883 | +$1,693,087 | IWF, AAPL, AMZN, MSFT, NVDA | 13F-HR | 15 Jul 2025, 15:58 |
| Q1 2025 | 134 | $198,348,591 | +$17,073,615 | -$25,644,885 | -$8,571,270 | AAPL, IWF, AMZN, MSFT, NVDA | 13F-HR | 15 Jul 2025, 15:55 |
| Q4 2024 | 135 | $215,796,363 | +$5,600,235 | -$8,720,340 | -$3,120,105 | AAPL, IWF, AMZN, NVDA, MSFT | 13F-HR | 29 Jan 2025, 17:36 |
| Q3 2024 | 143 | $222,616,849 | +$2,145,887 | -$1,563,903 | +$581,984 | JELD, AAPL, IWF, MSFT, NVDA | 13F-HR | 17 Dec 2024, 18:41 |
| Q2 2024 | 141 | $208,811,483 | +$15,289,550 | -$9,472,873 | +$5,816,677 | AAPL, JELD, IWF, NVDA, MSFT | 13F-HR | 21 Aug 2024, 10:53 |
| Q1 2024 | 142 | $215,137,724 | +$8,913,989 | -$13,121,353 | -$4,207,364 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 12 Jun 2024, 18:29 |
| Q4 2023 | 145 | $203,639,062 | +$17,360,793 | -$5,663,649 | +$11,697,144 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 01 Apr 2024, 17:33 |
| Q3 2023 | 125 | $167,529,060 | +$4,019,152 | -$7,348,999 | -$3,329,847 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 10 Oct 2023, 11:58 |
| Q2 2023 | 127 | $180,171,969 | +$12,777,209 | -$16,457,551 | -$3,680,342 | JELD, AAPL, MSFT, IWF, AMZN | 13F-HR | 13 Sep 2023, 17:48 |
| Q1 2023 | 134 | $167,920,514 | +$5,773,374 | -$8,628,030 | -$2,854,656 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 13 Sep 2023, 17:44 |
| Q4 2022 | 137 | $156,540,180 | +$9,190,554 | -$7,809,901 | +$1,380,653 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 22 Feb 2023, 14:37 |
| Q3 2022 | 133 | $144,826,000 | +$11,996,901 | -$4,942,624 | +$7,054,277 | JELD, AAPL, IWF, AMZN, MSFT | 13F-HR | 17 Nov 2022, 14:21 |
| Q2 2022 | 136 | $154,636,000 | +$21,049,297 | -$16,473,958 | +$4,575,339 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 13 Jul 2022, 13:29 |
| Q1 2022 | 140 | $189,759,000 | +$19,192,105 | -$6,914,448 | +$12,277,657 | JELD, AAPL, IWF, AMZN, MSFT | 13F-HR | 08 Apr 2022, 11:53 |
| Q4 2021 | 137 | $194,574,000 | +$19,878,678 | -$12,930,922 | +$6,947,756 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 05 Jan 2022, 11:41 |
| Q3 2021 | 134 | $172,733,000 | +$14,737,872 | -$7,891,556 | +$6,846,316 | JELD, AAPL, IWF, MSFT, AMZN | 13F-HR | 07 Oct 2021, 12:19 |
| Q2 2021 | 130 | $169,413,000 | +$12,342,023 | -$7,604,820 | +$4,737,203 | JELD, AAPL, IWF, AMZN, MSFT | 13F-HR | 06 Jul 2021, 17:43 |
| Q1 2021 | 123 | $158,791,000 | +$12,225,447 | -$24,277,291 | -$12,051,844 | JELD, AAPL, IWF, JPST, AMZN | 13F-HR | 22 Apr 2021, 12:52 |
| Q4 2020 | 130 | $160,315,000 | +$26,060,582 | -$17,405,214 | +$8,655,368 | JELD, AAPL, IWF, JPST, AMZN | 13F-HR | 12 Jan 2021, 11:41 |
| Q3 2020 | 102 | $138,884,000 | +$10,317,798 | -$12,836,660 | -$2,518,862 | JELD, AAPL, IWF, JPST, AMZN | 13F-HR | 05 Nov 2020, 09:02 |
| Q2 2020 | 123 | $129,078,000 | +$19,079,419 | -$13,727,480 | +$5,351,939 | JELD, AAPL, JPST, IWF, MSFT | 13F-HR | 15 Jul 2020, 17:10 |
| Q1 2020 | 102 | $98,399,000 | +$15,556,314 | -$25,062,636 | -$9,506,322 | JELD, JPST, AAPL, MSFT, AMZN | 13F-HR | 03 Apr 2020, 10:46 |
| Q4 2019 | 132 | $145,415,000 | +$6,305,377 | -$6,159,899 | +$145,478 | JELD, JPST, AAPL, MSFT, IWF | 13F-HR | 15 Jan 2020, 15:40 |
| Q3 2019 | 129 | $131,252,000 | +$16,697,082 | -$18,441,539 | -$1,744,457 | JELD, JPST, AAPL, MSFT, IWF | 13F-HR | 09 Oct 2019, 17:02 |
| Q2 2019 | 123 | $134,732,000 | +$4,009,655 | -$1,288,215 | +$2,721,440 | JELD, JPST, AAPL, AMZN, MSFT | 13F-HR | 14 Aug 2019, 14:14 |
| Q1 2019 | 115 | $122,362,000 | +$6,071,020 | -$7,360,687 | -$1,289,667 | JELD, JPST, AAPL, AMZN, IWF | 13F-HR | 21 May 2019, 15:22 |
| Q4 2018 | 118 | $106,825,000 | +$17,506,112 | -$27,178,333 | -$9,672,221 | JELD, AMZN, AAPL, JPST, MSFT | 13F-HR | 06 Feb 2019, 18:07 |
| Q3 2018 | 389 | $147,402,000 | +$10,346,610 | -$19,548,098 | -$9,201,488 | JELD, AAPL, AMZN, MSFT, PAYX | Restatement | 13 Dec 2018, 14:43 |
| Q2 2018 | 192 | $157,889,000 | +$12,729,178 | -$12,623,959 | +$105,219 | JELD, AAPL, AMZN, MSFT, PAYX | 13F-HR | 25 Jul 2018, 19:35 |
| Q1 2018 | 145 | $95,045,000 | $0 | $0 | $0 | AAPL, INTC, DLTR, JNJ, AMZN | 13F-HR | 14 May 2018, 13:51 |
| Q4 2017 | 145 | $161,251,000 | +$9,513,533 | -$15,796,031 | -$6,282,498 | JELD, AAPL, INTC, DLTR, JNJ | 13F-HR | 14 Feb 2018, 11:59 |
| Q3 2017 | 144 | $155,997,000 | +$56,481,582 | -$9,046,262 | +$47,435,320 | JELD, INTC, UMPQ, AAPL, DLTR | 13F-HR | 14 Nov 2017, 12:02 |
| Q2 2017 | 146 | $106,057,000 | +$14,929,754 | -$8,894,539 | +$6,035,215 | AAPL, UMPQ, INTC, DLTR, FHI | 13F-HR | 03 Aug 2017, 14:31 |
| Q1 2017 | 128 | $99,838,000 | +$15,566,406 | -$13,466,706 | +$2,099,700 | AAPL, INTC, UMPQ, FHI, DLTR | 13F-HR | 05 May 2017, 13:44 |
| Q4 2016 | 137 | $92,819,000 | +$21,161,780 | -$15,252,280 | +$5,909,500 | AAPL, INTC, DLTR, FHI, UMPQ | 13F-HR | 07 Feb 2017, 17:23 |
| Q3 2016 | 127 | $86,745,000 | +$5,730,840 | -$8,554,148 | -$2,823,308 | AAPL, DLTR, NVIV, UMPQ, INTC | 13F-HR | 25 Oct 2016, 17:09 |
| Q2 2016 | 125 | $85,535,000 | +$9,966,868 | -$8,536,914 | +$1,429,954 | AAPL, UMPQ, DLTR, INTC, NVIV | 13F-HR | 02 Aug 2016, 16:21 |
| Q1 2016 | 119 | $82,498,000 | +$12,411,295 | -$11,517,180 | +$894,115 | AAPL, DLTR, UMPQ, FHI, YUM | 13F-HR | 25 Apr 2016, 15:10 |
| Q4 2015 | 121 | $81,070,000 | +$9,711,871 | -$14,072,199 | -$4,360,328 | AAPL, DLTR, FHI, UMPQ, YUM | 13F-HR | 14 Jan 2016, 14:59 |
| Q3 2015 | 130 | $83,544,000 | +$20,301,273 | -$13,059,068 | +$7,242,205 | AAPL, DLTR, UMPQ, NVIV, FHI | 13F-HR | 15 Oct 2015, 16:44 |
| Q2 2015 | 133 | $83,958,000 | +$20,826,883 | -$25,075,901 | -$4,249,018 | AAPL, NVIV, UMPQ, FHI, YUM | 13F-HR | 17 Jul 2015, 15:13 |
| Q1 2015 | 151 | $89,269,000 | +$17,158,685 | -$17,212,339 | -$53,654 | AAPL, UMPQ, FHI, PAYX, DLTR | 13F-HR | 11 May 2015, 09:55 |
| Q4 2014 | 152 | $87,566,000 | +$15,892,591 | -$18,318,891 | -$2,426,300 | AAPL, PAYX, FHI, UMPQ, EZPW | 13F-HR | 26 Jan 2015, 12:37 |
| Q3 2014 | 160 | $86,223,000 | +$12,407,310 | -$15,128,786 | -$2,721,476 | FHI, UMPQ, LNCOQ, PAYX, EZPW | 13F-HR | 06 Oct 2014, 15:57 |
| Q2 2014 | 162 | $91,702,000 | +$16,549,466 | -$11,616,933 | +$4,932,533 | FHI, UMPQ, PAYX, LNCOQ, EZPW | 13F-HR | 13 Aug 2014, 17:11 |
| Q1 2014 | 149 | $84,776,000 | +$22,781,083 | -$17,555,655 | +$5,225,428 | FHI, LNCOQ, UMPQ, VZ, SCI | 13F-HR | 14 May 2014, 15:23 |
| Q4 2013 | 149 | $79,511,000 | $0 | $0 | $0 | LNCOQ, UMPQ, CY, DD, VZ | 13F-HR | 04 Feb 2014, 20:58 |