Q3 2024 |
22 |
$31.4M |
+$2.95M |
-$885K |
+$2.06M |
VLO, AVGO, ACN, HD, UNH
|
13F-HR |
11/7/2024, 10:11 AM |
Q2 2024 |
25 |
$30M |
$0 |
$0 |
|
VLO, AVGO, ACN, QCOM, CMCSA
|
13F-HR |
8/8/2024, 12:03 PM |
Q1 2024 |
25 |
$30.4M |
+$994K |
-$929K |
+$64.7K |
VLO, AVGO, ACN, CMCSA, HD
|
13F-HR |
5/3/2024, 09:08 AM |
Q4 2023 |
24 |
$28.5M |
$0 |
$0 |
|
VLO, ACN, AVGO, CMCSA, UNH
|
13F-HR |
2/8/2024, 09:48 AM |
Q3 2023 |
24 |
$26.2M |
$0 |
$0 |
|
VLO, ACN, CMCSA, UNH, AVGO
|
13F-HR |
11/3/2023, 09:07 AM |
Q2 2023 |
24 |
$26.9M |
$0 |
$0 |
|
VLO, ACN, CMCSA, APD, AVGO
|
13F-HR |
8/8/2023, 10:02 AM |
Q1 2023 |
24 |
$26.8M |
$0 |
$0 |
|
VLO, ACN, CMCSA, APD, UNH
|
13F-HR |
5/5/2023, 10:55 AM |
Q4 2022 |
24 |
$26.6M |
+$567K |
-$599K |
-$31.6K |
VLO, UNH, ACN, APD, HD
|
13F-HR |
2/9/2023, 10:45 AM |
Q3 2022 |
24 |
$23.3M |
$0 |
$0 |
|
VLO, ACN, UNH, HD, CMCSA
|
13F-HR |
11/8/2022, 09:21 AM |
Q2 2022 |
24 |
$25.6M |
+$716K |
$0 |
+$716K |
VLO, ACN, CMCSA, UNH, RTX
|
13F-HR |
8/5/2022, 09:27 AM |
Q1 2022 |
24 |
$27.3M |
+$1.58M |
-$802K |
+$780K |
VLO, ACN, CMCSA, UNH, NSC
|
13F-HR |
5/12/2022, 09:56 AM |
Q4 2021 |
23 |
$27.8M |
$0 |
$0 |
|
ACN, CMCSA, HD, VLO, APD
|
13F-HR |
2/11/2022, 10:02 AM |
Q3 2021 |
23 |
$24.7M |
$0 |
$0 |
|
CMCSA, ACN, VLO, HD, APD
|
13F-HR |
11/5/2021, 10:16 AM |
Q2 2021 |
23 |
$25.4M |
$0 |
$0 |
|
CMCSA, VLO, ACN, APD, HD
|
13F-HR |
8/6/2021, 11:21 AM |
Q1 2021 |
23 |
$24M |
+$487K |
-$11.3M |
-$10.8M |
CMCSA, ACN, VLO, APD, HD
|
13F-HR |
5/6/2021, 09:44 AM |
Q4 2020 |
23 |
$32.5M |
+$1.57M |
-$2.26M |
-$686K |
ACN, NSC, APD, QCOM, UNH
|
13F-HR |
2/12/2021, 09:30 AM |
Q3 2020 |
24 |
$29.9M |
+$418K |
-$426K |
-$8K |
NSC, ACN, APD, DIS, UNH
|
13F-HR |
11/6/2020, 09:09 AM |
Q2 2020 |
24 |
$27.7M |
+$3.43M |
-$2.22M |
+$1.21M |
ACN, NSC, APD, DIS, UNH
|
13F-HR |
8/6/2020, 09:41 AM |
Q1 2020 |
21 |
$22.1M |
+$442K |
$0 |
+$442K |
ACN, NSC, APD, DIS, UNH
|
13F-HR |
5/8/2020, 09:32 AM |
Q4 2019 |
20 |
$29.3M |
$0 |
$0 |
|
ACN, NSC, DIS, VLO, APD
|
13F-HR |
2/11/2020, 10:15 AM |
Q3 2019 |
20 |
$26.9M |
$0 |
$0 |
|
ACN, NSC, DIS, APD, VLO
|
13F-HR |
11/5/2019, 10:21 AM |
Q2 2019 |
20 |
$27.1M |
+$547K |
-$17K |
+$530K |
NSC, ACN, DIS, APD, VLO
|
13F-HR |
8/7/2019, 11:04 AM |
Q1 2019 |
20 |
$24.8M |
+$986K |
-$961K |
+$25.5K |
NSC, ACN, VLO, DIS, UTX
|
13F-HR |
5/3/2019, 09:40 AM |
Q4 2018 |
18 |
$21.6M |
+$1.67M |
-$1.54M |
+$127K |
NSC, ACN, DIS, VLO, UTX
|
13F-HR |
2/11/2019, 11:53 AM |
Q3 2018 |
17 |
$25.7M |
+$371K |
$0 |
+$371K |
NSC, ACN, VLO, DIS, UTX
|
13F-HR |
11/6/2018, 10:02 AM |
Q2 2018 |
16 |
$23.9M |
$0 |
$0 |
|
ACN, NSC, VLO, DIS, UTX
|
13F-HR |
8/13/2018, 09:53 AM |
Q1 2018 |
16 |
$22.8M |
+$698K |
$0 |
+$698K |
ACN, NSC, VLO, UTX, DIS
|
13F-HR |
5/10/2018, 01:24 PM |
Q4 2017 |
15 |
$23M |
$0 |
-$402K |
-$402K |
NSC, ACN, VLO, DIS, UTX
|
13F-HR |
2/13/2018, 09:10 AM |
Q3 2017 |
16 |
$21.1M |
+$282K |
$0 |
+$282K |
NSC, ACN, VLO, DIS, UTX
|
13F-HR |
11/3/2017, 10:38 AM |
Q2 2017 |
15 |
$20.1M |
+$712K |
-$748K |
-$35.9K |
NSC, ACN, DIS, UTX, VLO
|
13F-HR |
8/8/2017, 09:33 AM |
Q1 2017 |
16 |
$19.6M |
+$964K |
$0 |
+$964K |
ACN, NSC, DIS, UTX, PM
|
13F-HR |
5/8/2017, 10:14 AM |
Q4 2016 |
15 |
$18M |
+$991K |
-$862K |
+$129K |
ACN, NSC, DIS, UTX, PX
|
13F-HR |
2/15/2017, 10:03 AM |
Q3 2016 |
16 |
$17M |
+$483K |
$0 |
+$483K |
ACN, NSC, DIS, UTX, PM
|
13F-HR |
11/7/2016, 11:21 AM |
Q2 2016 |
16 |
$15.8M |
+$1.21M |
$0 |
+$1.21M |
ACN, NSC, UTX, DIS, PM
|
13F-HR |
8/9/2016, 10:15 AM |
Q1 2016 |
15 |
$14.5M |
+$1.99M |
-$928K |
+$1.06M |
ACN, NSC, UTX, PM, PX
|
13F-HR |
5/6/2016, 10:05 AM |
Q4 2015 |
13 |
$13M |
+$1.04M |
$0 |
+$1.04M |
ACN, NSC, UTX, PM, PX
|
13F-HR |
2/9/2016, 09:51 AM |
Q3 2015 |
11 |
$11.4M |
$0 |
$0 |
|
ACN, NSC, UTX, PX, PM
|
13F-HR |
11/10/2015, 09:42 AM |
Q2 2015 |
11 |
$12.5M |
+$472K |
$0 |
+$472K |
ACN, NSC, UTX, PX, QCOM
|
13F-HR |
8/7/2015, 09:12 AM |
Q1 2015 |
11 |
$12.4M |
+$1.09M |
$0 |
+$1.09M |
ACN, UTX, NSC, PX, QCOM
|
13F-HR |
5/8/2015, 09:36 AM |
Q4 2014 |
10 |
$11.4M |
+$547K |
$0 |
+$547K |
ACN, NSC, UTX, PX, COP
|
13F-HR |
2/10/2015, 09:49 AM |
Q3 2014 |
9 |
$10.7M |
+$1.63M |
-$1.55M |
+$81K |
NSC, ACN, UTX, PX, COP
|
13F-HR |
11/7/2014, 10:25 AM |
Q2 2014 |
9 |
$10.8M |
+$523K |
$0 |
+$523K |
UTX, NSC, INTC, COP, PX
|
13F-HR |
8/8/2014, 09:39 AM |
Q1 2014 |
8 |
$9.67M |
+$3.19M |
$0 |
+$3.19M |
UTX, NSC, INTC, PX, IBM
|
13F-HR |
5/14/2014, 02:11 PM |
Q4 2013 |
5 |
$6.41M |
$0 |
$0 |
|
UTX, NSC, INTC, PX, CB
|
13F-HR |
2/11/2014, 11:02 AM |