| Q3 2025 |
3 |
$58,088,757 |
$0 |
-$8,664,000 |
-$8,664,000 |
DNLI, SANA, EGHT
|
13F-HR |
14 Nov 2025, 13:09 |
| Q2 2025 |
3 |
$62,562,865 |
$0 |
-$5,207,100 |
-$5,207,100 |
DNLI, SANA, EGHT
|
13F-HR |
14 Aug 2025, 13:08 |
| Q1 2025 |
3 |
$63,235,626 |
$0 |
-$2,776,611,738 |
-$2,776,611,738 |
DNLI, SANA, EGHT
|
13F-HR |
15 May 2025, 12:42 |
| Q4 2024 |
703 |
$2,869,621,004 |
+$1,983,426,972 |
-$840,828,533 |
+$1,142,598,439 |
IVV, NVDA, DNLI, QQQ, AMZN
|
13F-HR |
13 Feb 2025, 17:47 |
| Q3 2024 |
508 |
$1,756,440,506 |
+$999,898,930 |
-$575,380,912 |
+$424,518,018 |
SPY, DNLI, NVDA, CRM, AA
|
13F-HR |
13 Nov 2024, 14:21 |
| Q2 2024 |
158 |
$1,274,654,105 |
+$631,566,690 |
-$405,952,303 |
+$225,614,387 |
IVV, DNLI, NVDA, IWM, AAPL
|
13F-HR |
13 Aug 2024, 21:35 |
| Q1 2024 |
155 |
$1,056,083,734 |
+$519,724,201 |
-$576,826,712 |
-$57,102,511 |
DNLI, SANA, SPY, ASML, NI
|
13F-HR |
14 May 2024, 14:45 |
| Q4 2023 |
152 |
$1,079,660,332 |
+$444,970,972 |
-$275,845,939 |
+$169,125,033 |
DNLI, M, ET, FR, SPY
|
13F-HR |
12 Feb 2024, 17:25 |
| Q3 2023 |
139 |
$830,084,704 |
+$263,740,565 |
-$269,405,278 |
-$5,664,713 |
DNLI, NVDA, VYX, ACA, PPL
|
13F-HR |
14 Nov 2023, 12:10 |
| Q2 2023 |
146 |
$918,940,037 |
+$318,119,308 |
-$303,439,490 |
+$14,679,818 |
DNLI, SANA, WCC, VYX, AVGO
|
13F-HR |
14 Aug 2023, 11:22 |
| Q1 2023 |
155 |
$818,298,038 |
+$396,966,400 |
-$252,622,244 |
+$144,344,156 |
DNLI, AVGO, VYX, WCC, ADI
|
13F-HR |
15 May 2023, 15:07 |
| Q4 2022 |
165 |
$682,350,842 |
+$229,552,015 |
-$286,158,420 |
-$56,606,405 |
DNLI, AVGO, VYX, SANA, ADI
|
13F-HR |
13 Feb 2023, 15:19 |
| Q3 2022 |
200 |
$739,742,000 |
+$239,021,840 |
-$256,481,994 |
-$17,460,154 |
DNLI, SANA, ZION, ALL, USB
|
13F-HR |
14 Nov 2022, 14:21 |
| Q2 2022 |
220 |
$763,052,000 |
+$303,085,244 |
-$255,914,204 |
+$47,171,040 |
DNLI, SANA, AJRD, ASTL, ZION
|
13F-HR |
12 Aug 2022, 12:35 |
| Q1 2022 |
252 |
$795,655,000 |
+$266,058,759 |
-$664,424,321 |
-$398,365,562 |
DNLI, SANA, AJRD, ALL, ASTL
|
13F-HR |
16 May 2022, 13:54 |
| Q4 2021 |
219 |
$1,331,050,000 |
+$617,141,539 |
-$296,894,956 |
+$320,246,583 |
DNLI, AAPL, GOOG, BAC, AMZN
|
13F-HR |
14 Feb 2022, 12:23 |
| Q3 2021 |
224 |
$1,051,534,000 |
+$330,777,957 |
-$212,062,944 |
+$118,715,013 |
DNLI, SANA, WTW, HIG, AIG
|
13F-HR |
12 Nov 2021, 13:06 |
| Q2 2021 |
168 |
$1,101,774,000 |
+$375,405,153 |
-$234,008,386 |
+$141,396,767 |
DNLI, SANA, PBRA, AMP, MET
|
13F-HR |
13 Aug 2021, 14:06 |
| Q1 2021 |
86 |
$739,774,000 |
+$91,433,884 |
-$449,567,578 |
-$358,133,694 |
DNLI, GOOGL, WRB, MU, VALE
|
13F-HR |
14 May 2021, 12:28 |
| Q4 2020 |
118 |
$514,296,000 |
+$422,528,609 |
-$142,802,867 |
+$279,725,742 |
BRKB, AMZN, META, UNH, QCOM
|
13F-HR |
12 Feb 2021, 15:28 |
| Q3 2020 |
74 |
$643,369,000 |
+$161,868,513 |
-$118,591,030 |
+$43,277,483 |
DNLI, QCOM, MT, WRI, NSA
|
13F-HR |
13 Nov 2020, 14:05 |
| Q2 2020 |
59 |
$438,908,000 |
+$74,135,639 |
-$96,042,088 |
-$21,906,449 |
DNLI, PCG, AMAT, AMH, NXPI
|
13F-HR |
14 Aug 2020, 10:09 |
| Q1 2020 |
32 |
$347,474,000 |
+$62,345,000 |
-$478,738,615 |
-$416,393,615 |
DNLI, KRC, MU, INTC, AMAT
|
Restatement |
13 May 2020, 13:13 |
| Q4 2019 |
41 |
$772,266,000 |
+$333,002,224 |
-$229,089,243 |
+$103,912,981 |
DNLI, BRKB, ADBE, AMD, CRM
|
13F-HR |
12 Feb 2020, 13:00 |
| Q3 2019 |
79 |
$620,889,000 |
+$174,581,319 |
-$190,509,486 |
-$15,928,167 |
DNLI, ARE, AMH, AAT, HPP
|
13F-HR |
13 Nov 2019, 16:24 |
| Q2 2019 |
82 |
$742,577,000 |
+$338,535,000 |
-$9,185,000 |
+$329,350,000 |
DNLI, VICI, CPT, HST, AMH
|
13F-HR |
13 Aug 2019, 16:04 |
| Q1 2019 |
3 |
$461,104,000 |
+$9,185,000 |
-$259,194,000 |
-$250,009,000 |
DNLI, GLD, MDB
|
13F-HR |
15 May 2019, 14:56 |
| Q4 2018 |
91 |
$661,289,000 |
+$128,997,199 |
-$497,788,805 |
-$368,791,606 |
DNLI, KRC, AMH, PGRE, ROIC
|
13F-HR |
14 Feb 2019, 10:47 |
| Q3 2018 |
139 |
$1,080,087,000 |
+$438,844,939 |
-$449,614,440 |
-$10,769,501 |
DNLI, AQST, RHT, PGRE, GRA
|
13F-HR |
14 Nov 2018, 17:21 |
| Q2 2018 |
228 |
$951,734,000 |
+$425,072,803 |
-$191,585,591 |
+$233,487,212 |
DNLI, ATH, AMG, INFO, JEF
|
13F-HR |
14 Aug 2018, 11:26 |
| Q1 2018 |
210 |
$803,776,000 |
+$250,916,950 |
-$500,125,741 |
-$249,208,791 |
DNLI, V, AIZ, PFG, ORI
|
13F-HR |
15 May 2018, 11:56 |
| Q4 2017 |
157 |
$976,152,000 |
+$553,482,411 |
-$312,652,488 |
+$240,829,923 |
JUNO, DNLI, V, VOYA, NTRS
|
13F-HR |
14 Feb 2018, 18:14 |
| Q3 2017 |
120 |
$719,363,000 |
+$207,437,233 |
-$499,995,032 |
-$292,557,799 |
JUNO, FNB, TRV, SHW, WTW
|
13F-HR |
14 Nov 2017, 16:45 |
| Q2 2017 |
125 |
$744,912,000 |
+$152,943,462 |
-$86,814,375 |
+$66,129,087 |
JUNO, RF, CE, MON, HON
|
13F-HR |
14 Aug 2017, 13:46 |
| Q1 2017 |
111 |
$545,405,000 |
+$114,361,525 |
-$29,052,112 |
+$85,309,413 |
JUNO, FNB, FDX, DOV, AGU
|
13F-HR |
12 May 2017, 16:03 |
| Q4 2016 |
82 |
$400,734,000 |
+$48,498,331 |
-$244,232,247 |
-$195,733,916 |
JUNO, FNB, PACW, ZBH, BXS
|
13F-HR |
14 Feb 2017, 15:03 |
| Q3 2016 |
184 |
$787,660,000 |
+$267,023,000 |
$0 |
+$267,023,000 |
JUNO, NEBLQ, RES, HAL, RDC
|
13F-HR |
14 Nov 2016, 16:10 |
| Q2 2016 |
1 |
$666,888,000 |
$0 |
$0 |
$0 |
JUNO
|
13F-HR |
12 Aug 2016, 16:01 |
| Q1 2016 |
1 |
$653,858,000 |
$0 |
-$324,124,961 |
-$324,124,961 |
JUNO
|
13F-HR |
13 May 2016, 16:16 |
| Q4 2015 |
1 |
$1,132,937,000 |
$0 |
$0 |
$0 |
JUNO
|
13F-HR |
12 Feb 2016, 16:38 |
| Q3 2015 |
1 |
$1,055,857,000 |
$0 |
-$1,627,601 |
-$1,627,601 |
JUNO
|
13F-HR |
12 Nov 2015, 08:58 |
| Q2 2015 |
1 |
$1,385,983,000 |
$0 |
-$58,435,082 |
-$58,435,082 |
JUNO
|
13F-HR |
17 Jul 2015, 11:55 |
| Q1 2015 |
1 |
$1,642,947,000 |
$0 |
$0 |
$0 |
JUNO
|
13F-HR |
14 Jul 2015, 16:50 |
| Q4 2014 |
1 |
$1,414,354,000 |
$0 |
$0 |
$0 |
JUNO
|
13F-HR |
14 Jul 2015, 16:45 |
| Q1 2014 |
0 |
|
|
|
$0 |
|
13F-NT |
15 May 2014, 15:22 |
| Q4 2013 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Feb 2014, 14:55 |