Q2 2024 |
94 |
$5.31B |
+$585M |
-$152M |
+$432M |
MSFT, GOOGL, AMZN, QCOM, TMO
|
13F-HR |
8/5/2024, 06:01 AM |
Q1 2024 |
94 |
$4.81B |
+$622M |
-$337M |
+$285M |
MSFT, AMZN, V, GOOGL, QCOM
|
13F-HR |
5/8/2024, 06:01 AM |
Q4 2023 |
96 |
$4.12B |
+$327M |
-$123M |
+$204M |
MSFT, V, GOOGL, AMZN, UNH
|
13F-HR |
2/9/2024, 08:09 AM |
Q3 2023 |
72 |
$3.46B |
+$201M |
-$208M |
-$6.84M |
MSFT, GOOGL, V, LIN, UNH
|
13F-HR |
11/6/2023, 11:24 AM |
Q2 2023 |
73 |
$3.52B |
+$276M |
-$217M |
+$58.8M |
MSFT, V, LIN, GOOGL, MMC
|
13F-HR |
8/2/2023, 12:29 PM |
Q1 2023 |
81 |
$3.24B |
+$391M |
-$150M |
+$241M |
MSFT, LIN, V, CME, TEL
|
13F-HR |
4/27/2023, 06:59 AM |
Q4 2022 |
79 |
$2.72B |
+$287M |
-$144M |
+$143M |
MSFT, V, MMC, CME, COST
|
13F-HR |
2/2/2023, 10:37 AM |
Q3 2022 |
79 |
$2.44B |
+$293M |
-$178M |
+$116M |
MSFT, V, COST, CME, MMC
|
13F-HR |
10/19/2022, 10:37 AM |
Q2 2022 |
76 |
$2.57B |
+$380M |
-$159M |
+$221M |
MSFT, COST, CME, V, QCOM
|
13F-HR |
7/13/2022, 10:54 AM |
Q1 2022 |
74 |
$2.97B |
+$336M |
-$224M |
+$112M |
MSFT, COST, CME, AMZN, UNP
|
13F-HR |
4/26/2022, 12:06 PM |
Q4 2021 |
68 |
$3.07B |
+$420M |
-$134M |
+$286M |
MSFT, COST, QCOM, MMC, AMZN
|
13F-HR |
2/7/2022, 11:45 AM |
Q3 2021 |
52 |
$2.45B |
+$56.8M |
-$70.8M |
-$14M |
MSFT, COST, AMZN, HD, MMC
|
13F-HR |
10/18/2021, 09:41 AM |
Q2 2021 |
52 |
$2.49B |
+$108M |
-$46.6M |
+$61.3M |
MSFT, AMZN, COST, CME, HD
|
13F-HR |
8/2/2021, 04:02 PM |
Q1 2021 |
53 |
$2.22B |
+$186M |
-$116M |
+$70.1M |
MSFT, AMZN, CME, HD, COST
|
13F-HR |
4/27/2021, 10:51 AM |
Q4 2020 |
54 |
$2.07B |
+$223M |
-$219M |
+$3.85M |
MSFT, AMZN, COST, UNP, TEL
|
13F-HR |
1/22/2021, 10:29 AM |
Q3 2020 |
52 |
$1.91B |
+$304M |
-$239M |
+$65.3M |
MSFT, AMZN, UNP, HD, CRM
|
13F-HR |
10/28/2020, 12:15 PM |
Q2 2020 |
51 |
$1.76B |
+$122M |
-$160M |
-$38.4M |
MSFT, AMZN, UNP, HD, CRM
|
13F-HR |
7/16/2020, 11:25 AM |
Q1 2020 |
47 |
$1.47B |
+$88.2M |
-$238M |
-$150M |
MSFT, AMZN, BDX, CRM, UNP
|
13F-HR |
4/30/2020, 12:18 PM |
Q4 2019 |
46 |
$1.94B |
+$62.4M |
-$225M |
-$162M |
MSFT, JPM, BDX, AMZN, UNP
|
Restatement |
1/23/2020, 10:24 AM |
Q3 2019 |
76 |
$1.96B |
+$206M |
-$238M |
-$31.5M |
MSFT, AMZN, BDX, JPM, HD
|
13F-HR |
10/29/2019, 11:11 AM |
Q2 2019 |
78 |
$1.99B |
+$165M |
-$171M |
-$6.6M |
MSFT, AMZN, BDX, V, JPM
|
13F-HR |
7/17/2019, 11:28 AM |
Q1 2019 |
74 |
$1.92B |
+$171M |
-$110M |
+$60.8M |
MSFT, AMZN, BDX, V, UNP
|
13F-HR |
4/18/2019, 06:40 AM |
Q4 2018 |
72 |
$1.65B |
+$89.2M |
-$87.7M |
+$1.53M |
MSFT, AMZN, BDX, JPM, V
|
13F-HR |
1/14/2019, 09:59 AM |
Q3 2018 |
73 |
$2.03B |
+$234M |
-$86.2M |
+$148M |
MSFT, AMZN, AAPL, BDX, V
|
13F-HR |
10/4/2018, 07:12 AM |
Q2 2018 |
71 |
$1.71B |
+$147M |
-$240M |
-$93.5M |
MSFT, AMZN, AAPL, BDX, V
|
Restatement |
8/22/2018, 06:56 AM |
Q1 2018 |
74 |
$1.71B |
+$149M |
-$173M |
-$24.7M |
MSFT, AMZN, AAPL, LMT, BDX
|
13F-HR |
4/6/2018, 12:01 PM |
Q4 2017 |
77 |
$1.71B |
+$100M |
-$114M |
-$13.6M |
AAPL, MSFT, GOOGL, AMZN, LMT
|
13F-HR |
1/10/2018, 12:34 PM |
Q3 2017 |
78 |
$1.61B |
+$152M |
-$168M |
-$16.1M |
AAPL, MSFT, SPGI, GOOGL, LMT
|
13F-HR |
10/12/2017, 06:54 AM |
Q2 2017 |
78 |
$1.54B |
+$137M |
-$237M |
-$99.5M |
AAPL, MSFT, SPGI, GOOGL, WFC
|
13F-HR |
7/11/2017, 11:18 AM |
Q1 2017 |
98 |
$1.58B |
+$193M |
-$245M |
-$52M |
AAPL, MSFT, GOOGL, WFC, LMT
|
13F-HR |
4/7/2017, 12:35 PM |
Q4 2016 |
110 |
$1.52B |
+$182M |
-$163M |
+$19.6M |
AAPL, WFC, GOOGL, GILD, LMT
|
13F-HR |
1/12/2017, 06:52 AM |
Q3 2016 |
95 |
$1.49B |
+$217M |
-$83.4M |
+$133M |
AAPL, GOOGL, SPGI, GILD, BRKB
|
13F-HR |
10/12/2016, 09:44 AM |
Q2 2016 |
99 |
$1.32B |
+$183M |
-$123M |
+$59.5M |
AAPL, GILD, BMY, GOOGL, LMT
|
13F-HR |
7/28/2016, 11:15 AM |
Q1 2016 |
106 |
$1.25B |
+$168M |
-$218M |
-$50.7M |
AAPL, GILD, GOOGL, GE, RAI
|
13F-HR |
4/8/2016, 11:24 AM |
Q4 2015 |
110 |
$1.32B |
+$328M |
-$300M |
+$28.8M |
GILD, GOOGL, WFC, AAPL, UNP
|
13F-HR |
1/22/2016, 10:56 AM |
Q3 2015 |
106 |
$1.25B |
+$125M |
-$127M |
-$1.48M |
GILD, UNP, AAPL, WFC, AXP
|
13F-HR |
10/8/2015, 01:27 PM |
Q2 2015 |
101 |
$1.35B |
+$106M |
-$142M |
-$36.6M |
GILD, WFC, CMI, AXP, AAPL
|
13F-HR |
7/9/2015, 10:27 AM |
Q1 2015 |
94 |
$1.39B |
+$72.4M |
-$116M |
-$43.7M |
CMI, MSFT, AXP, AAPL, UNP
|
Restatement |
5/6/2015, 10:13 AM |
Q4 2014 |
94 |
$1.45B |
+$108M |
-$159M |
-$50.7M |
CMI, MSFT, UNP, AXP, GILD
|
13F-HR |
1/8/2015, 07:31 AM |
Q3 2014 |
94 |
$1.45B |
+$107M |
-$150M |
-$42.5M |
CMI, MSFT, UNP, AXP, GILD
|
Restatement |
10/9/2014, 09:20 AM |
Q2 2014 |
96 |
$1.51B |
+$262M |
-$732M |
-$470M |
CMI, CL, MSFT, UNP, AXP
|
13F-HR |
7/28/2014, 06:30 AM |
Q1 2014 |
161 |
$2.05B |
+$234M |
-$101M |
+$133M |
CMI, MSFT, GOOGL, CL, BRKB
|
13F-HR |
4/24/2014, 07:55 AM |
Q4 2013 |
161 |
$1.9B |
$0 |
$0 |
|
CL, CMI, GOOGL, MSFT, PFE
|
13F-HR |
1/21/2014, 11:04 AM |