Q2 2024 |
141 |
$209M |
+$15.3M |
-$9.47M |
+$5.82M |
AAPL, JELD, IWF, NVDA, MSFT
|
13F-HR |
8/21/2024, 10:53 AM |
Q1 2024 |
142 |
$215M |
+$8.91M |
-$13.1M |
-$4.21M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
6/12/2024, 06:29 PM |
Q4 2023 |
145 |
$204M |
+$17.4M |
-$5.66M |
+$11.7M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
4/1/2024, 05:33 PM |
Q3 2023 |
125 |
$168M |
+$4.02M |
-$7.35M |
-$3.33M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
10/10/2023, 11:58 AM |
Q2 2023 |
127 |
$180M |
+$12.8M |
-$16.5M |
-$3.68M |
JELD, AAPL, MSFT, IWF, AMZN
|
13F-HR |
9/13/2023, 05:48 PM |
Q1 2023 |
134 |
$168M |
+$5.77M |
-$8.63M |
-$2.85M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
9/13/2023, 05:44 PM |
Q4 2022 |
137 |
$157M |
+$9.19M |
-$7.81M |
+$1.38M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
2/22/2023, 02:37 PM |
Q3 2022 |
133 |
$145M |
+$12M |
-$4.94M |
+$7.05M |
JELD, AAPL, IWF, AMZN, MSFT
|
13F-HR |
11/17/2022, 02:21 PM |
Q2 2022 |
136 |
$155M |
+$21M |
-$16.5M |
+$4.58M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
7/13/2022, 01:29 PM |
Q1 2022 |
140 |
$190M |
+$19.2M |
-$6.91M |
+$12.3M |
JELD, AAPL, IWF, AMZN, MSFT
|
13F-HR |
4/8/2022, 11:53 AM |
Q4 2021 |
137 |
$195M |
+$19.9M |
-$12.9M |
+$6.95M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
1/5/2022, 11:41 AM |
Q3 2021 |
134 |
$173M |
+$14.7M |
-$7.89M |
+$6.85M |
JELD, AAPL, IWF, MSFT, AMZN
|
13F-HR |
10/7/2021, 12:19 PM |
Q2 2021 |
130 |
$169M |
+$12.3M |
-$7.6M |
+$4.74M |
JELD, AAPL, IWF, AMZN, MSFT
|
13F-HR |
7/6/2021, 05:43 PM |
Q1 2021 |
123 |
$159M |
+$12.2M |
-$24.3M |
-$12.1M |
JELD, AAPL, IWF, JPST, AMZN
|
13F-HR |
4/22/2021, 12:52 PM |
Q4 2020 |
130 |
$160M |
+$26.1M |
-$17.4M |
+$8.66M |
JELD, AAPL, IWF, JPST, AMZN
|
13F-HR |
1/12/2021, 11:41 AM |
Q3 2020 |
102 |
$139M |
+$10.3M |
-$12.8M |
-$2.52M |
JELD, AAPL, IWF, JPST, AMZN
|
13F-HR |
11/5/2020, 09:02 AM |
Q2 2020 |
123 |
$129M |
+$19.1M |
-$13.7M |
+$5.35M |
JELD, AAPL, JPST, IWF, MSFT
|
13F-HR |
7/15/2020, 05:10 PM |
Q1 2020 |
102 |
$98.4M |
+$15.6M |
-$25.1M |
-$9.51M |
JELD, JPST, AAPL, MSFT, AMZN
|
13F-HR |
4/3/2020, 10:46 AM |
Q4 2019 |
132 |
$145M |
+$6.31M |
-$6.16M |
+$145K |
JELD, JPST, AAPL, MSFT, IWF
|
13F-HR |
1/15/2020, 03:40 PM |
Q3 2019 |
129 |
$131M |
+$16.7M |
-$18.4M |
-$1.74M |
JELD, JPST, AAPL, MSFT, IWF
|
13F-HR |
10/9/2019, 05:02 PM |
Q2 2019 |
123 |
$135M |
+$4.01M |
-$1.29M |
+$2.72M |
JELD, JPST, AAPL, AMZN, MSFT
|
13F-HR |
8/14/2019, 02:14 PM |
Q1 2019 |
115 |
$122M |
+$6.07M |
-$7.36M |
-$1.29M |
JELD, JPST, AAPL, AMZN, IWF
|
13F-HR |
5/21/2019, 03:22 PM |
Q4 2018 |
118 |
$107M |
+$17.5M |
-$27.2M |
-$9.67M |
JELD, AMZN, AAPL, JPST, MSFT
|
13F-HR |
2/6/2019, 06:07 PM |
Q3 2018 |
389 |
$147M |
+$10.3M |
-$19.5M |
-$9.2M |
JELD, AAPL, AMZN, MSFT, PAYX
|
Restatement |
12/13/2018, 02:43 PM |
Q2 2018 |
192 |
$158M |
+$12.7M |
-$12.6M |
+$105K |
JELD, AAPL, AMZN, MSFT, PAYX
|
13F-HR |
7/25/2018, 07:35 PM |
Q1 2018 |
145 |
$95M |
$0 |
$0 |
|
AAPL, INTC, DLTR, JNJ, AMZN
|
13F-HR |
5/14/2018, 01:51 PM |
Q4 2017 |
145 |
$161M |
+$9.51M |
-$15.8M |
-$6.28M |
JELD, AAPL, INTC, DLTR, JNJ
|
13F-HR |
2/14/2018, 11:59 AM |
Q3 2017 |
144 |
$156M |
+$56.5M |
-$9.05M |
+$47.4M |
JELD, INTC, UMPQ, AAPL, DLTR
|
13F-HR |
11/14/2017, 12:02 PM |
Q2 2017 |
146 |
$106M |
+$14.9M |
-$8.89M |
+$6.04M |
AAPL, UMPQ, INTC, DLTR, FHI
|
13F-HR |
8/3/2017, 02:31 PM |
Q1 2017 |
128 |
$99.8M |
+$15.6M |
-$13.5M |
+$2.1M |
AAPL, INTC, UMPQ, FHI, DLTR
|
13F-HR |
5/5/2017, 01:44 PM |
Q4 2016 |
137 |
$92.8M |
+$21.2M |
-$15.3M |
+$5.91M |
AAPL, INTC, DLTR, FHI, UMPQ
|
13F-HR |
2/7/2017, 05:23 PM |
Q3 2016 |
127 |
$86.7M |
+$5.73M |
-$8.55M |
-$2.82M |
AAPL, DLTR, NVIV, UMPQ, INTC
|
13F-HR |
10/25/2016, 05:09 PM |
Q2 2016 |
125 |
$85.5M |
+$9.97M |
-$8.54M |
+$1.43M |
AAPL, UMPQ, DLTR, INTC, NVIV
|
13F-HR |
8/2/2016, 04:21 PM |
Q1 2016 |
119 |
$82.5M |
+$12.4M |
-$11.5M |
+$894K |
AAPL, DLTR, UMPQ, FHI, YUM
|
13F-HR |
4/25/2016, 03:10 PM |
Q4 2015 |
121 |
$81.1M |
+$9.71M |
-$14.1M |
-$4.36M |
AAPL, DLTR, FHI, UMPQ, YUM
|
13F-HR |
1/14/2016, 02:59 PM |
Q3 2015 |
130 |
$83.5M |
+$20.3M |
-$13.1M |
+$7.24M |
AAPL, DLTR, UMPQ, NVIV, FHI
|
13F-HR |
10/15/2015, 04:44 PM |
Q2 2015 |
133 |
$84M |
+$20.8M |
-$25.1M |
-$4.25M |
AAPL, NVIV, UMPQ, FHI, YUM
|
13F-HR |
7/17/2015, 03:13 PM |
Q1 2015 |
151 |
$89.3M |
+$17.2M |
-$17.2M |
-$53.7K |
AAPL, UMPQ, FHI, PAYX, DLTR
|
13F-HR |
5/11/2015, 09:55 AM |
Q4 2014 |
152 |
$87.6M |
+$15.9M |
-$18.3M |
-$2.43M |
AAPL, PAYX, FHI, UMPQ, EZPW
|
13F-HR |
1/26/2015, 12:37 PM |
Q3 2014 |
160 |
$86.2M |
+$12.4M |
-$15.1M |
-$2.72M |
FHI, UMPQ, LNCOQ, PAYX, EZPW
|
13F-HR |
10/6/2014, 03:57 PM |
Q2 2014 |
162 |
$91.7M |
+$16.5M |
-$11.6M |
+$4.93M |
FHI, UMPQ, PAYX, LNCOQ, EZPW
|
13F-HR |
8/13/2014, 05:11 PM |
Q1 2014 |
149 |
$84.8M |
+$22.8M |
-$17.6M |
+$5.23M |
FHI, LNCOQ, UMPQ, VZ, SCI
|
13F-HR |
5/14/2014, 03:23 PM |
Q4 2013 |
149 |
$79.5M |
$0 |
$0 |
|
LNCOQ, UMPQ, CY, DD, VZ
|
13F-HR |
2/4/2014, 08:58 PM |