Q3 2024 |
357 |
$1.22B |
+$39.7M |
-$34.7M |
+$5.05M |
ROP, AAPL, PH, SPY, AWK
|
13F-HR |
10/24/2024, 01:44 PM |
Q2 2024 |
351 |
$1.15B |
+$49.9M |
-$40.7M |
+$9.16M |
ROP, AAPL, SPY, PH, MSFT
|
13F-HR |
7/17/2024, 02:49 PM |
Q1 2024 |
356 |
$1.14B |
+$50.6M |
-$31.6M |
+$19.1M |
ROP, AAPL, SPY, PH, MSFT
|
13F-HR |
5/10/2024, 11:25 AM |
Q4 2023 |
342 |
$1.04B |
+$26.1M |
-$37.9M |
-$11.8M |
ROP, AAPL, SPY, AWK, PH
|
13F-HR |
1/18/2024, 02:47 PM |
Q3 2023 |
327 |
$958M |
+$25.4M |
-$34M |
-$8.6M |
ROP, AAPL, SPY, AWK, FLEX
|
13F-HR |
10/26/2023, 11:09 AM |
Q2 2023 |
340 |
$1.02B |
+$94.8M |
-$91M |
+$3.79M |
ROP, AAPL, AWK, ENPH, SPY
|
13F-HR |
7/21/2023, 11:06 AM |
Q1 2023 |
369 |
$964M |
+$201M |
-$54.7M |
+$146M |
ROP, AAPL, ENPH, AWK, SPY
|
13F-HR |
5/4/2023, 03:22 PM |
Q4 2022 |
346 |
$797M |
+$52.4M |
-$37.7M |
+$14.7M |
ROP, ENPH, AAPL, AWK, SPY
|
13F-HR |
1/20/2023, 04:45 PM |
Q3 2022 |
351 |
$716M |
+$49.4M |
-$38.9M |
+$10.4M |
ROP, ENPH, AAPL, AWK, SPY
|
13F-HR |
10/24/2022, 05:38 PM |
Q2 2022 |
391 |
$748M |
+$60.8M |
-$52.3M |
+$8.54M |
ROP, ENPH, AAPL, AWK, SPY
|
13F-HR |
7/20/2022, 01:31 PM |
Q1 2022 |
391 |
$870M |
+$58.7M |
-$70.7M |
-$11.9M |
ROP, AAPL, ENPH, AWK, SPY
|
13F-HR |
5/10/2022, 12:25 PM |
Q4 2021 |
400 |
$914M |
+$68.5M |
-$57.1M |
+$11.4M |
ROP, AAPL, AWK, ENPH, SPY
|
13F-HR |
1/21/2022, 03:15 PM |
Q3 2021 |
372 |
$843M |
+$90.5M |
-$40.1M |
+$50.5M |
ROP, AAPL, AWK, ENPH, SPY
|
13F-HR |
11/3/2021, 10:56 AM |
Q2 2021 |
360 |
$815M |
+$48.8M |
-$51M |
-$2.2M |
ROP, ENPH, AAPL, AWK, TRMB
|
13F-HR |
8/6/2021, 12:41 PM |
Q1 2021 |
336 |
$765M |
+$85.9M |
-$51.9M |
+$34M |
ROP, ENPH, AAPL, AWK, TSM
|
13F-HR |
4/14/2021, 04:57 PM |
Q4 2020 |
304 |
$696M |
+$39.2M |
-$44.2M |
-$5.01M |
ROP, ENPH, AAPL, AWK, TSM
|
13F-HR |
2/4/2021, 09:50 AM |
Q3 2020 |
779 |
$585M |
+$70.5M |
-$26M |
+$44.5M |
ROP, AAPL, AWK, ENPH, TSM
|
13F-HR |
10/26/2020, 10:15 AM |
Q2 2020 |
263 |
$524M |
+$50.9M |
-$39.1M |
+$11.8M |
ROP, AAPL, AWK, TRMB, TSM
|
13F-HR |
8/5/2020, 05:07 PM |
Q1 2020 |
267 |
$428M |
+$36.8M |
-$60.7M |
-$23.9M |
ROP, AWK, AAPL, TSM, TRMB
|
Restatement |
5/14/2020, 12:19 PM |
Q4 2019 |
772 |
$577M |
+$60.6M |
-$31.7M |
+$28.9M |
ROP, AWK, AAPL, TRMB, TSM
|
13F-HR |
1/29/2020, 07:07 AM |
Q3 2019 |
258 |
$512M |
+$45.7M |
-$26.4M |
+$19.3M |
ROP, AWK, AAPL, TRMB, PH
|
13F-HR |
10/31/2019, 03:43 PM |
Q2 2019 |
249 |
$497M |
+$26.1M |
-$42.2M |
-$16.1M |
ROP, AWK, AAPL, TRMB, PXD
|
13F-HR |
7/22/2019, 05:25 PM |
Q1 2019 |
246 |
$493M |
+$31.9M |
-$38M |
-$6.14M |
ROP, AWK, AAPL, TRMB, PH
|
13F-HR |
4/19/2019, 02:53 PM |
Q4 2018 |
234 |
$434M |
+$32.4M |
-$60.9M |
-$28.5M |
ROP, AWK, AAPL, TRMB, PH
|
13F-HR |
2/11/2019, 03:12 PM |
Q3 2018 |
253 |
$469M |
+$37.6M |
-$58.4M |
-$20.9M |
ROP, AAPL, AWK, TRMB, FLEX
|
13F-HR |
10/26/2018, 04:24 PM |
Q2 2018 |
252 |
$535M |
+$41M |
-$21.9M |
+$19.1M |
ROP, AWK, AAPL, WDC, FLEX
|
13F-HR |
8/3/2018, 10:34 AM |
Q1 2018 |
232 |
$512M |
+$30.6M |
-$40.6M |
-$10M |
ROP, AWK, FLEX, WDC, AAPL
|
13F-HR |
5/1/2018, 09:12 AM |
Q4 2017 |
242 |
$532M |
+$52.1M |
-$48.8M |
+$3.34M |
ROP, AWK, FLEX, AAPL, WDC
|
13F-HR |
1/23/2018, 08:31 AM |
Q3 2017 |
243 |
$504M |
+$27.7M |
-$57.5M |
-$29.7M |
ROP, FLEX, AWK, AAPL, TRMB
|
13F-HR |
10/24/2017, 06:48 PM |
Q2 2017 |
252 |
$523M |
+$45.4M |
-$29.2M |
+$16.2M |
ROP, FLEX, AWK, AAPL, IWM
|
13F-HR |
7/25/2017, 09:43 AM |
Q1 2017 |
250 |
$495M |
+$42.2M |
-$45M |
-$2.83M |
ROP, FLEX, AWK, AAPL, IWM
|
13F-HR |
4/25/2017, 03:03 PM |
Q4 2016 |
245 |
$474M |
+$48M |
-$48.6M |
-$561K |
ROP, FLEX, AWK, AAPL, PXD
|
13F-HR |
1/20/2017, 12:44 PM |
Q3 2016 |
245 |
$458M |
+$43M |
-$63.5M |
-$20.5M |
ROP, AWK, FLEX, PXD, AAPL
|
13F-HR |
11/7/2016, 04:35 PM |
Q2 2016 |
256 |
$460M |
+$34.7M |
-$40.5M |
-$5.86M |
ROP, AWK, MTGE, FLEX, PXD
|
13F-HR |
8/5/2016, 09:35 AM |
Q1 2016 |
248 |
$455M |
+$56.7M |
-$52M |
+$4.63M |
ROP, MTGE, AWK, FLEX, AAPL
|
13F-HR |
5/18/2016, 02:04 PM |
Q4 2015 |
263 |
$439M |
+$41.7M |
-$60.6M |
-$18.9M |
ROP, MTGE, AWK, FSC, FLEX
|
13F-HR |
1/20/2016, 05:28 PM |
Q3 2015 |
269 |
$435M |
+$42.8M |
-$73.6M |
-$30.8M |
ROP, AWK, AAPL, GM, FLEX
|
13F-HR |
10/26/2015, 07:52 PM |
Q2 2015 |
298 |
$509M |
+$51.3M |
-$43.1M |
+$8.14M |
ROP, AAPL, PXD, FLEX, AWK
|
13F-HR |
7/22/2015, 09:44 PM |
Q1 2015 |
298 |
$519M |
+$64.5M |
-$40.2M |
+$24.3M |
ROP, PXD, FLEX, AWK, PH
|
13F-HR |
4/16/2015, 07:33 AM |
Q4 2014 |
280 |
$492M |
+$96.2M |
-$44.3M |
+$51.9M |
ROP, PXD, AWK, FLEX, PH
|
13F-HR |
1/30/2015, 11:04 AM |
Q3 2014 |
212 |
$449M |
+$52.1M |
-$40.7M |
+$11.4M |
ROP, PXD, AWK, FLEX, TRMB
|
13F-HR |
10/21/2014, 09:25 PM |
Q2 2014 |
235 |
$466M |
+$55M |
-$27.8M |
+$27.2M |
ROP, PXD, AWK, TRMB, EGN
|
13F-HR |
7/22/2014, 08:55 PM |
Q1 2014 |
209 |
$426M |
+$47.7M |
-$27.6M |
+$20.2M |
ROP, PXD, TRMB, CLB, AWK
|
13F-HR |
5/14/2014, 09:35 PM |
Q4 2013 |
186 |
$398M |
$0 |
$0 |
|
ROP, PXD, TRMB, CLB, AWK
|
13F-HR |
2/7/2014, 04:08 PM |