| Q4 2025 |
5 |
$44,966,282 |
+$21,126,373 |
-$21,861,154 |
-$734,781 |
EMB, PICK, GLD, HDB, TMO
|
13F-HR |
17 Feb 2026, 12:12 |
| Q3 2025 |
4 |
$43,720,856 |
+$27,984,199 |
-$5,366,900 |
+$22,617,299 |
GLD, EMB, SPTS, TSM
|
13F-HR |
14 Nov 2025, 14:05 |
| Q2 2025 |
2 |
$18,861,724 |
+$5,519,315 |
-$14,629,200 |
-$9,109,885 |
GLD, HDB
|
13F-HR |
13 Aug 2025, 16:17 |
| Q1 2025 |
4 |
$27,241,088 |
+$5,919,278 |
-$14,681,974 |
-$8,762,696 |
GLD, STIP, IQV, TSM
|
13F-HR |
14 May 2025, 10:11 |
| Q4 2024 |
5 |
$34,701,696 |
+$4,916,091 |
-$5,156,190 |
-$240,099 |
SPTS, GLD, STIP, IQV, EMXC
|
13F-HR |
14 Feb 2025, 15:23 |
| Q3 2024 |
5 |
$35,376,555 |
$0 |
$0 |
$0 |
SPTS, GLD, STIP, FLJP, EMXC
|
13F-HR |
14 Nov 2024, 15:02 |
| Q2 2024 |
5 |
$33,687,240 |
$0 |
-$10,630,480 |
-$10,630,480 |
SPTS, GLD, STIP, FLJP, EMXC
|
13F-HR |
13 Aug 2024, 17:08 |
| Q1 2024 |
6 |
$44,677,005 |
+$7,243,401 |
-$36,325,872 |
-$29,082,471 |
SPTS, FLJP, GLD, STIP, IWM
|
13F-HR |
15 May 2024, 16:09 |
| Q4 2023 |
25 |
$72,419,099 |
+$53,444,196 |
$0 |
+$53,444,196 |
SPTS, FLJP, STIP, SPTL, IWM
|
13F-HR |
09 Feb 2024, 15:59 |
| Q3 2023 |
2 |
$18,723,386 |
+$18,723,386 |
-$21,496,850 |
-$2,773,464 |
SPTS, STIP
|
13F-HR |
14 Nov 2023, 15:03 |
| Q2 2023 |
2 |
$21,496,850 |
$0 |
$0 |
$0 |
SPTL, COPX
|
13F-HR |
14 Aug 2023, 16:11 |
| Q1 2023 |
2 |
$22,188,030 |
+$2,980,670 |
-$9,103,380 |
-$6,122,710 |
SPTL, COPX
|
13F-HR |
12 May 2023, 16:33 |
| Q4 2022 |
2 |
$27,160,040 |
+$27,160,040 |
-$62,166,000 |
-$35,005,960 |
SPTL, SPIB
|
13F-HR |
13 Feb 2023, 15:53 |
| Q3 2022 |
15 |
$62,166,000 |
+$5,537,000 |
-$10,229,900 |
-$4,692,900 |
UL, GLD, HDB, LIN, SBUX
|
13F-HR |
10 Nov 2022, 21:50 |
| Q2 2022 |
14 |
$67,961,000 |
+$11,731,600 |
-$11,830,856 |
-$99,256 |
UL, MSFT, TSM, LIN, V
|
13F-HR |
10 Aug 2022, 15:31 |
| Q1 2022 |
14 |
$87,396,000 |
+$40,210,123 |
-$26,311,772 |
+$13,898,351 |
MSFT, TSM, UL, AMZN, BAM
|
13F-HR |
16 May 2022, 08:41 |
| Q4 2021 |
13 |
$79,826,000 |
+$5,985,000 |
-$10,638,000 |
-$4,653,000 |
MSFT, TSM, APTV, MDLZ, BAM
|
13F-HR |
14 Feb 2022, 12:00 |
| Q3 2021 |
13 |
$79,038,000 |
$0 |
-$41,000 |
-$41,000 |
MSFT, JNJ, TSM, HDB, AMZN
|
13F-HR |
15 Nov 2021, 11:41 |
| Q2 2021 |
14 |
$82,126,000 |
+$5,493,114 |
$0 |
+$5,493,114 |
MSFT, JNJ, TSM, AMZN, HDB
|
13F-HR |
16 Aug 2021, 14:10 |
| Q1 2021 |
13 |
$72,240,000 |
+$20,612,015 |
-$18,095,000 |
+$2,517,015 |
JNJ, MSFT, TSM, HDB, AMZN
|
13F-HR |
17 May 2021, 15:59 |
| Q4 2020 |
12 |
$67,802,000 |
+$14,197,024 |
-$10,263,004 |
+$3,934,020 |
JNJ, MSFT, HDB, AMZN, UN
|
13F-HR |
12 Feb 2021, 13:28 |
| Q3 2020 |
12 |
$58,098,000 |
+$2,668,100 |
-$6,598,635 |
-$3,930,535 |
MSFT, AMZN, UN, MDLZ, ANSS
|
13F-HR |
13 Nov 2020, 15:46 |
| Q2 2020 |
12 |
$56,326,000 |
+$3,787,655 |
-$9,229,213 |
-$5,441,558 |
AMZN, MSFT, UN, GOOGL, MDLZ
|
13F-HR |
13 Aug 2020, 15:53 |
| Q1 2020 |
13 |
$50,730,000 |
+$25,158,000 |
-$2,734,000 |
+$22,424,000 |
AMZN, MDLZ, GOOGL, BABA, V
|
13F-HR |
13 May 2020, 15:56 |
| Q4 2019 |
7 |
$32,918,000 |
$0 |
$0 |
$0 |
MDLZ, GOOGL, V, BABA, UN
|
13F-HR |
14 Feb 2020, 14:43 |
| Q3 2019 |
7 |
$30,420,000 |
+$1,694,500 |
$0 |
+$1,694,500 |
MDLZ, GOOGL, V, UN, BABA
|
13F-HR |
12 Nov 2019, 15:24 |
| Q2 2019 |
7 |
$30,480,000 |
+$7,166,000 |
-$12,696,765 |
-$5,530,765 |
MDLZ, V, GOOGL, UN, BABA
|
13F-HR |
14 Aug 2019, 15:48 |
| Q1 2019 |
8 |
$35,541,000 |
$0 |
$0 |
$0 |
BABA, MDLZ, GOOGL, V, DE
|
13F-HR |
14 May 2019, 13:41 |
| Q4 2018 |
8 |
$30,474,000 |
+$12,072,941 |
-$25,117,680 |
-$13,044,739 |
BABA, GOOGL, MDLZ, DE, V
|
13F-HR |
14 Feb 2019, 14:17 |
| Q3 2018 |
12 |
$45,374,000 |
+$23,914,517 |
-$9,878,000 |
+$14,036,517 |
BAC, SPB, BABA, MDLZ, KHC
|
13F-HR |
14 Nov 2018, 07:55 |
| Q2 2018 |
11 |
$32,716,000 |
+$7,969,579 |
-$19,268,000 |
-$11,298,421 |
HRG, BAC, JEF, ARCO, TDW
|
13F-HR |
08 Aug 2018, 14:55 |
| Q1 2018 |
14 |
$46,744,000 |
+$11,390,462 |
$0 |
+$11,390,462 |
HRG, BAC, ABBNY, ARCO, GOOGL
|
13F-HR |
14 May 2018, 15:33 |
| Q4 2017 |
11 |
$37,177,000 |
+$6,233,622 |
$0 |
+$6,233,622 |
BAC, ABBNY, HRG, GOOGL, BRKB
|
13F-HR |
12 Feb 2018, 14:58 |
| Q3 2017 |
10 |
$28,118,000 |
+$3,698,345 |
-$1,773,910 |
+$1,924,435 |
BAC, ABBNY, GOOGL, BRKB, TTE
|
13F-HR |
13 Nov 2017, 11:59 |
| Q2 2017 |
9 |
$24,952,000 |
$0 |
-$2,629,000 |
-$2,629,000 |
BAC, ABBNY, GOOGL, BRKB, TTE
|
13F-HR |
14 Aug 2017, 14:13 |
| Q1 2017 |
10 |
$27,200,000 |
+$159,000 |
-$27,938,365 |
-$27,779,365 |
BAC, ABBNY, BRKB, GOOGL, TTE
|
13F-HR |
12 May 2017, 14:09 |
| Q4 2016 |
12 |
$54,069,000 |
+$11,566,597 |
-$21,305,000 |
-$9,738,403 |
CIT, IYW, BAC, OLED, BIDU
|
13F-HR |
10 Feb 2017, 15:27 |
| Q3 2016 |
11 |
$61,978,000 |
+$20,461,000 |
-$16,904,000 |
+$3,557,000 |
GLD, VWO, IYW, BIDU, OLED
|
13F-HR |
14 Nov 2016, 10:41 |
| Q2 2016 |
11 |
$55,896,000 |
+$13,710,000 |
-$18,678,012 |
-$4,968,012 |
GLD, BPL, OLED, BIDU, ILF
|
13F-HR |
12 Aug 2016, 15:01 |
| Q1 2016 |
10 |
$59,082,000 |
+$24,222,154 |
-$12,477,000 |
+$11,745,154 |
BIDU, BPL, OLED, GOOGL, BAC
|
13F-HR |
13 May 2016, 14:07 |
| Q4 2015 |
9 |
$47,825,000 |
+$10,312,000 |
$0 |
+$10,312,000 |
BIDU, GOOGL, BAC, OLED, NCLH
|
13F-HR |
16 Feb 2016, 11:37 |
| Q3 2015 |
7 |
$33,362,000 |
+$12,537,000 |
-$32,983,000 |
-$20,446,000 |
BIDU, GOOGL, BAC, BRKB, ABBNY
|
13F-HR |
13 Nov 2015, 15:07 |
| Q2 2015 |
8 |
$54,410,000 |
+$7,809,000 |
-$26,128,000 |
-$18,319,000 |
SCTY, BABA, JD, BAC, ABBNY
|
13F-HR |
14 Aug 2015, 12:00 |
| Q1 2015 |
11 |
$71,998,000 |
+$37,352,636 |
-$55,257,000 |
-$17,904,364 |
SCTY, QCOM, INDY, BABA, BAC
|
13F-HR |
13 May 2015, 14:19 |
| Q4 2014 |
13 |
$93,078,000 |
+$33,905,119 |
-$17,370,000 |
+$16,535,119 |
ROK, SCTY, PKW, INDY, TTM
|
13F-HR |
13 Feb 2015, 15:10 |
| Q3 2014 |
12 |
$79,184,000 |
+$11,747,658 |
-$1,497,324 |
+$10,250,334 |
UAL, ROK, TTM, PKW, INDY
|
13F-HR |
14 Nov 2014, 11:44 |
| Q2 2014 |
10 |
$68,936,000 |
+$15,626,369 |
-$27,347,361 |
-$11,720,992 |
UAL, ROK, PKW, TTM, MT
|
13F-HR |
11 Aug 2014, 15:24 |
| Q1 2014 |
11 |
$80,468,000 |
+$11,274,429 |
-$9,837,000 |
+$1,437,429 |
UAL, ROK, TSN, PKW, MT
|
13F-HR |
13 May 2014, 15:45 |
| Q4 2013 |
11 |
$76,265,000 |
$0 |
$0 |
$0 |
UAL, ROK, MT, TSN, BCO
|
13F-HR |
12 Feb 2014, 15:24 |