Q3 2024 |
41 |
$98.8M |
+$6.45M |
-$8.41M |
-$1.96M |
AMZN, GOOG, SPY, PEP, GOOGL
|
13F-HR |
10/18/2024, 10:27 AM |
Q2 2024 |
40 |
$98.1M |
+$2.21M |
-$1.93M |
+$279K |
AMZN, GOOG, GOOGL, PEP, MCD
|
13F-HR |
7/18/2024, 10:54 AM |
Q1 2024 |
39 |
$95M |
+$4.96M |
-$14.7M |
-$9.78M |
AMZN, GOOG, PEP, MCD, GOOGL
|
13F-HR |
5/1/2024, 10:19 AM |
Q4 2023 |
43 |
$98.7M |
+$5.35M |
-$9.79M |
-$4.43M |
AMZN, PEP, GOOG, SPY, MCD
|
13F-HR |
2/9/2024, 09:12 AM |
Q3 2023 |
43 |
$93.2M |
+$100K |
-$25.1M |
-$25M |
AMZN, PEP, GOOG, MCD, GOOGL
|
13F-HR |
11/2/2023, 10:57 AM |
Q2 2023 |
45 |
$122M |
+$1.53M |
-$32.9M |
-$31.3M |
IWM, AMZN, PEP, MCD, GOOG
|
13F-HR |
8/7/2023, 10:32 AM |
Q1 2023 |
49 |
$144M |
+$55.2M |
-$4.62M |
+$50.6M |
IWM, PEP, AMZN, MCD, GOOG
|
13F-HR |
5/2/2023, 08:55 AM |
Q4 2022 |
45 |
$85.5M |
+$7.08M |
-$2.46M |
+$4.62M |
PEP, AMZN, MCD, GOOG, V
|
13F-HR |
2/10/2023, 10:01 AM |
Q3 2022 |
46 |
$78M |
+$6.85M |
-$57.5M |
-$50.7M |
AMZN, PEP, MCD, GOOG, ZTS
|
13F-HR |
11/10/2022, 09:09 AM |
Q2 2022 |
61 |
$145M |
+$11.6M |
-$9.15M |
+$2.49M |
SPY, AMZN, PEP, MCD, UNH
|
13F-HR |
8/5/2022, 08:23 AM |
Q1 2022 |
64 |
$178M |
+$9.53M |
-$12.7M |
-$3.14M |
SPY, AMZN, PEP, AAPL, GOOGL
|
13F-HR |
5/6/2022, 09:53 AM |
Q4 2021 |
61 |
$194M |
+$23.2M |
-$2.19M |
+$21M |
SPY, AMZN, AAPL, PEP, GOOGL
|
13F-HR |
2/3/2022, 08:59 AM |
Q3 2021 |
61 |
$162M |
+$10M |
-$27.8M |
-$17.8M |
SPY, AMZN, GOOGL, META, AAPL
|
Restatement |
11/12/2021, 08:30 AM |
Q2 2021 |
67 |
$178M |
+$18.4M |
-$23.1M |
-$4.7M |
SPY, QQQ, AMZN, META, GOOGL
|
13F-HR |
8/11/2021, 08:42 AM |
Q1 2021 |
60 |
$169M |
+$10.9M |
-$7.56M |
+$3.36M |
SPY, AMZN, PEP, AAPL, META
|
13F-HR |
5/10/2021, 11:51 AM |
Q4 2020 |
61 |
$159M |
+$15.1M |
-$26M |
-$10.9M |
SPY, AMZN, AAPL, PEP, UNH
|
13F-HR |
2/10/2021, 10:34 AM |
Q3 2020 |
59 |
$152M |
+$8.86M |
-$12.6M |
-$3.69M |
SPY, AMZN, AAPL, PEP, GOOGL
|
13F-HR |
11/10/2020, 09:22 AM |
Q2 2020 |
59 |
$148M |
+$9.05M |
-$74.6M |
-$65.6M |
SPY, AMZN, GOOGL, AAPL, PEP
|
13F-HR |
8/13/2020, 09:55 AM |
Q1 2020 |
61 |
$179M |
+$680K |
-$35.3M |
-$34.6M |
SPY, QQQ, AMZN, GOOGL, PEP
|
13F-HR |
4/30/2020, 08:10 AM |
Q4 2019 |
65 |
$264M |
+$23M |
-$6.48M |
+$16.5M |
SPY, QQQ, SDY, GOOGL, HON
|
13F-HR |
1/31/2020, 11:31 AM |
Q3 2019 |
60 |
$228M |
+$5.44M |
-$6.74M |
-$1.29M |
SPY, QQQ, SDY, PEP, DXJ
|
13F-HR |
11/8/2019, 10:49 AM |
Q2 2019 |
60 |
$227M |
+$7.62M |
-$16.6M |
-$8.95M |
SPY, QQQ, SDY, HON, PEP
|
13F-HR |
8/7/2019, 10:34 AM |
Q1 2019 |
64 |
$228M |
+$16.5M |
-$71.9M |
-$55.3M |
SPY, QQQ, ACWI, SDY, DXJ
|
13F-HR |
5/2/2019, 08:34 AM |
Q4 2018 |
73 |
$250M |
+$10.7M |
-$34M |
-$23.2M |
SPY, XLE, QQQ, DXJ, SDY
|
13F-HR |
1/31/2019, 09:22 AM |
Q3 2018 |
79 |
$320M |
+$11.1M |
-$2.85M |
+$8.26M |
SPY, XLE, QQQ, GOOGL, DXJ
|
13F-HR |
11/7/2018, 10:45 AM |
Q2 2018 |
78 |
$293M |
+$25.8M |
-$24.6M |
+$1.24M |
SPY, XLE, QQQ, GOOGL, DXJ
|
13F-HR |
8/9/2018, 11:14 AM |
Q1 2018 |
76 |
$281M |
+$3.41M |
-$57.5M |
-$54M |
SPY, XLE, QQQ, DXJ, GOOGL
|
13F-HR |
5/9/2018, 08:40 AM |
Q4 2017 |
85 |
$340M |
+$29.1M |
-$41.2M |
-$12.1M |
SPY, XLF, XLE, GLD, XLK
|
13F-HR |
2/9/2018, 10:12 AM |
Q3 2017 |
84 |
$335M |
+$28.7M |
-$25.9M |
+$2.84M |
SPY, XLF, XLE, DXJ, XLK
|
13F-HR |
11/7/2017, 09:31 AM |
Q2 2017 |
95 |
$317M |
+$39.6M |
-$69.2M |
-$29.7M |
SPY, XLF, XLE, AAPL, XLK
|
13F-HR |
8/9/2017, 10:06 AM |
Q1 2017 |
86 |
$339M |
+$47M |
-$19.5M |
+$27.5M |
SPY, XLF, XLE, GLD, XLK
|
13F-HR |
5/12/2017, 11:19 AM |
Q4 2016 |
84 |
$294M |
+$32.2M |
-$43.8M |
-$11.6M |
SPY, XLF, XLE, IWM, QQQ
|
13F-HR |
2/6/2017, 10:12 AM |
Q3 2016 |
87 |
$299M |
+$32.8M |
-$3.77M |
+$29M |
SPY, PEP, XLK, QQQ, GOOGL
|
13F-HR |
11/7/2016, 10:57 AM |
Q2 2016 |
78 |
$259M |
+$16.3M |
-$29.5M |
-$13.2M |
SPY, PEP, QQQ, XLK, IWM
|
13F-HR |
8/10/2016, 11:25 AM |
Q1 2016 |
86 |
$274M |
+$27.5M |
-$38.7M |
-$11.2M |
SPY, AAPL, GOOGL, PEP, SBUX
|
13F-HR |
5/6/2016, 10:46 AM |
Q4 2015 |
82 |
$286M |
+$21M |
-$20.1M |
+$863K |
SPY, AAPL, SBUX, GOOGL, PEP
|
13F-HR |
2/3/2016, 09:59 AM |
Q3 2015 |
114 |
$273M |
+$73.1M |
-$82.5M |
-$9.45M |
SPY, AAPL, SBUX, PEP, DIS
|
13F-HR |
11/10/2015, 10:58 AM |
Q2 2015 |
85 |
$299M |
+$42.1M |
-$3.25M |
+$38.9M |
SPY, XXIA, AAPL, SBUX, QQQ
|
13F-HR |
8/7/2015, 09:54 AM |
Q1 2015 |
82 |
$262M |
+$36.8M |
-$41.6M |
-$4.78M |
XXIA, SPY, AAPL, PEP, PG
|
13F-HR |
5/12/2015, 11:11 AM |
Q4 2014 |
99 |
$260M |
+$15.7M |
-$23.1M |
-$7.41M |
XXIA, SPY, AAPL, PG, PEP
|
13F-HR |
2/12/2015, 11:02 AM |
Q3 2014 |
99 |
$253M |
+$19.8M |
-$10M |
+$9.81M |
XXIA, SPY, AAPL, SDY, PG
|
13F-HR |
11/7/2014, 10:17 AM |
Q2 2014 |
98 |
$255M |
+$31M |
-$12.7M |
+$18.3M |
XXIA, SPY, AAPL, SDY, PG
|
13F-HR |
8/6/2014, 11:58 AM |
Q1 2014 |
95 |
$245M |
+$15M |
-$7.81M |
+$7.22M |
XXIA, SPY, GOOGL, SDY, PG
|
13F-HR |
5/12/2014, 10:44 AM |
Q4 2013 |
89 |
$239M |
$0 |
$0 |
|
XXIA, SPY, GOOGL, SDY, AAPL
|
13F-HR |
2/13/2014, 09:23 AM |