Q3 2024 |
139 |
$677M |
+$26.8M |
-$19.9M |
+$6.85M |
AAPL, MSFT, GOOG, HD, FI
|
13F-HR |
10/31/2024, 02:41 PM |
Q2 2024 |
136 |
$641M |
+$15.8M |
-$13.5M |
+$2.27M |
AAPL, MSFT, GOOG, HD, V
|
13F-HR |
7/26/2024, 02:53 PM |
Q1 2024 |
137 |
$630M |
+$31.7M |
-$20.7M |
+$11.1M |
AAPL, MSFT, GOOG, HD, V
|
13F-HR |
4/30/2024, 09:36 AM |
Q4 2023 |
131 |
$577M |
+$15.6M |
-$27.2M |
-$11.6M |
AAPL, MSFT, GOOG, HD, V
|
13F-HR |
1/12/2024, 12:22 PM |
Q3 2023 |
126 |
$532M |
+$14.6M |
-$30.3M |
-$15.6M |
AAPL, MSFT, GOOG, V, HD
|
13F-HR |
10/18/2023, 05:20 PM |
Q2 2023 |
125 |
$570M |
+$15M |
-$16.3M |
-$1.27M |
AAPL, MSFT, GOOG, V, HD
|
13F-HR |
7/20/2023, 12:42 PM |
Q1 2023 |
129 |
$539M |
+$58.8M |
-$51.6M |
+$7.25M |
AAPL, MSFT, V, HD, GOOG
|
13F-HR |
4/26/2023, 01:20 PM |
Q4 2022 |
130 |
$514M |
+$17.4M |
-$38.3M |
-$20.9M |
AAPL, HD, MSFT, V, DHR
|
13F-HR |
1/20/2023, 01:29 PM |
Q3 2022 |
121 |
$493M |
+$38.1M |
-$27.6M |
+$10.5M |
AAPL, HD, MSFT, DHR, GOOG
|
13F-HR |
10/28/2022, 01:07 PM |
Q2 2022 |
128 |
$536M |
+$36.7M |
-$25.7M |
+$11M |
AAPL, MSFT, HD, GOOG, V
|
Restatement |
10/28/2022, 01:05 PM |
Q1 2022 |
144 |
$630M |
+$52.4M |
-$34.6M |
+$17.9M |
AAPL, MSFT, GOOG, HD, DHR
|
13F-HR |
5/10/2022, 04:49 PM |
Q4 2021 |
150 |
$663M |
+$4.42M |
-$201M |
-$197M |
AAPL, HD, TER, MSFT, GOOG
|
13F-HR |
2/14/2022, 05:18 PM |
Q3 2021 |
165 |
$777M |
+$20.1M |
-$28.6M |
-$8.48M |
AAPL, HD, GOOG, DHR, MSFT
|
13F-HR |
10/21/2021, 11:24 AM |
Q2 2021 |
166 |
$790M |
+$20.7M |
-$1.09B |
-$1.07B |
AAPL, TER, HD, V, GOOG
|
13F-HR |
8/11/2021, 12:39 PM |
Q1 2021 |
811 |
$1.79B |
+$40.2M |
-$255M |
-$215M |
AAPL, MSFT, AMZN, HD, V
|
13F-HR |
5/13/2021, 12:27 PM |
Q4 2020 |
877 |
$1.9B |
+$90.5M |
-$173M |
-$82.1M |
AAPL, MSFT, AMZN, V, HD
|
13F-HR |
2/9/2021, 07:05 PM |
Q3 2020 |
791 |
$1.76B |
+$205M |
-$99.7M |
+$105M |
AAPL, IVV, MSFT, AMZN, HD
|
13F-HR |
11/12/2020, 12:18 PM |
Q2 2020 |
1,636 |
$1.61B |
+$124M |
-$156M |
-$31.6M |
AAPL, MSFT, AMZN, V, HD
|
13F-HR |
8/10/2020, 12:19 PM |
Q1 2020 |
1,723 |
$1.38B |
+$102M |
-$147M |
-$44.7M |
AAPL, MSFT, V, HD, IVE
|
13F-HR |
4/20/2020, 12:44 PM |
Q4 2019 |
1,723 |
$1.85B |
+$96.8M |
-$82.5M |
+$14.3M |
AAPL, V, MSFT, HD, FI
|
13F-HR |
1/31/2020, 01:28 PM |
Q3 2019 |
1,719 |
$1.71B |
+$50.9M |
-$26.2M |
+$24.7M |
AAPL, HD, V, FI, MSFT
|
13F-HR |
10/31/2019, 04:19 PM |
Q2 2019 |
1,721 |
$1.65B |
+$36.3M |
-$55.4M |
-$19M |
AAPL, V, HD, ECL, MSFT
|
13F-HR |
8/7/2019, 02:10 PM |
Q1 2019 |
1,697 |
$1.6B |
+$54.8M |
-$64.4M |
-$9.6M |
AAPL, V, HD, ECL, FI
|
13F-HR |
4/25/2019, 04:53 PM |
Q4 2018 |
1,702 |
$1.44B |
+$70.6M |
-$141M |
-$70M |
AAPL, V, HD, FI, ECL
|
13F-HR |
2/1/2019, 02:25 PM |
Q3 2018 |
1,881 |
$1.74B |
+$59.5M |
-$79.2M |
-$19.6M |
AAPL, V, HD, FI, BAC
|
13F-HR |
11/13/2018, 02:02 PM |
Q2 2018 |
1,873 |
$1.66B |
+$49.5M |
-$98.4M |
-$48.9M |
AAPL, V, HD, BAC, FI
|
13F-HR |
7/20/2018, 12:00 PM |
Q1 2018 |
1,872 |
$1.68B |
+$75.5M |
-$71.9M |
+$3.52M |
AAPL, V, HD, BAC, FI
|
13F-HR |
5/8/2018, 12:41 PM |
Q4 2017 |
1,878 |
$1.72B |
+$57.1M |
-$118M |
-$60.8M |
AAPL, HD, V, BAC, PEP
|
13F-HR |
2/7/2018, 10:50 AM |
Q3 2017 |
1,872 |
$1.68B |
+$50.9M |
-$61.7M |
-$10.8M |
AAPL, HD, V, BAC, PEP
|
13F-HR |
10/19/2017, 02:31 PM |
Q2 2017 |
1,870 |
$1.64B |
+$89.7M |
-$43.3M |
+$46.4M |
AAPL, HD, V, DIS, PEP
|
13F-HR |
7/18/2017, 10:52 AM |
Q1 2017 |
1,873 |
$1.56B |
+$139M |
-$51.6M |
+$87.3M |
AAPL, HD, DIS, PEP, T
|
13F-HR |
5/4/2017, 11:24 AM |
Q4 2016 |
1,864 |
$1.42B |
+$65.6M |
-$43.2M |
+$22.4M |
AAPL, WFC, HD, DIS, T
|
13F-HR |
2/9/2017, 11:04 AM |
Q3 2016 |
1,858 |
$1.36B |
+$41M |
-$148M |
-$107M |
AAPL, HD, PEP, V, T
|
13F-HR |
11/8/2016, 03:27 PM |
Q2 2016 |
1,863 |
$1.44B |
+$112M |
-$36M |
+$76M |
AAPL, T, HD, PEP, WFC
|
13F-HR |
7/21/2016, 01:23 PM |
Q1 2016 |
1,842 |
$1.34B |
+$77.9M |
-$41.9M |
+$36.1M |
AAPL, HD, WFC, CVS, PEP
|
13F-HR |
5/10/2016, 02:04 PM |
Q4 2015 |
1,865 |
$1.29B |
+$82.5M |
-$96.1M |
-$13.6M |
AAPL, WFC, HD, CVS, DIS
|
13F-HR |
2/9/2016, 11:19 AM |
Q3 2015 |
1,848 |
$1.24B |
+$61.1M |
-$56.4M |
+$4.72M |
AAPL, WFC, DIS, HD, CVS
|
13F-HR |
11/4/2015, 10:26 AM |
Q2 2015 |
1,849 |
$1.35B |
+$122M |
-$73.2M |
+$48.3M |
AAPL, WFC, DIS, CVS, HD
|
13F-HR |
7/31/2015, 12:18 PM |
Q1 2015 |
960 |
$1.31B |
+$149M |
-$89.4M |
+$59.3M |
AAPL, WFC, CVS, DIS, HD
|
13F-HR |
5/13/2015, 03:59 PM |
Q4 2014 |
978 |
$1.23B |
+$67.4M |
-$51M |
+$16.5M |
AAPL, WFC, CVS, HD, DIS
|
13F-HR |
2/13/2015, 10:26 AM |
Q3 2014 |
984 |
$1.16B |
+$51.7M |
-$59.6M |
-$7.97M |
AAPL, WFC, HD, ECL, DIS
|
Restatement |
12/17/2014, 02:36 PM |
Q2 2014 |
971 |
$1.17B |
+$87.3M |
-$138M |
-$50.3M |
AAPL, WFC, QCOM, ECL, DIS
|
13F-HR |
8/12/2014, 12:30 PM |
Q1 2014 |
961 |
$1.22B |
+$155M |
-$59.3M |
+$96M |
AAPL, QCOM, WFC, ECL, GOOGL
|
13F-HR |
5/5/2014, 12:25 PM |
Q4 2013 |
1,157 |
$1.11B |
$0 |
$0 |
|
AAPL, QCOM, ECL, CVX, UTX
|
13F-HR |
2/13/2014, 03:40 PM |