Q3 2022 |
269 |
$87.2M |
+$65.9M |
-$50.5M |
+$15.4M |
PGR, INTC, WM, CMCSA, MCD
|
13F-HR |
10/21/2022, 03:21 PM |
Q2 2022 |
253 |
$74.8M |
+$47.7M |
-$36.7M |
+$11M |
CSCO, BMY, ALGN, HON, NFLX
|
13F-HR |
7/8/2022, 10:53 AM |
Q1 2022 |
262 |
$74.5M |
+$53M |
-$63.2M |
-$10.2M |
ZTS, GILD, CTXS, HD, SHOP
|
13F-HR |
4/12/2022, 03:50 PM |
Q4 2021 |
279 |
$88.1M |
+$63M |
-$62.5M |
+$505K |
ILMN, ORCL, PARA, DE, FIS
|
13F-HR |
1/18/2022, 12:34 PM |
Q3 2021 |
286 |
$87.5M |
+$68.1M |
-$68.2M |
-$31.2K |
JCI, ETN, INTU, CHTR, SNPS
|
13F-HR |
10/18/2021, 11:26 AM |
Q2 2021 |
319 |
$89.9M |
+$67.6M |
-$58.7M |
+$8.9M |
LUV, FI, GPN, LVS, KSU
|
13F-HR |
7/16/2021, 12:54 PM |
Q1 2021 |
268 |
$79.3M |
+$60.9M |
-$59.7M |
+$1.21M |
PANW, MGM, IWM, CMCSA, TWTR
|
13F-HR |
4/9/2021, 09:01 AM |
Q4 2020 |
322 |
$76.4M |
+$49.8M |
-$47.6M |
+$2.24M |
FDX, LMT, REGN, OKTA, SHOP
|
13F-HR |
1/11/2021, 12:47 PM |
Q3 2020 |
552 |
$65M |
+$46.3M |
-$57.1M |
-$10.7M |
GILD, SPY, VAR, LLY, CCL
|
13F-HR |
10/23/2020, 10:21 AM |
Q2 2020 |
431 |
$75.6M |
+$54.1M |
-$34.2M |
+$19.9M |
SPY, NEM, BMY, WMT, NFLX
|
13F-HR |
7/13/2020, 12:04 PM |
Q1 2020 |
200 |
$45.8M |
+$28.5M |
-$75.4M |
-$46.9M |
SPY, COST, WMT, TGT, TMO
|
13F-HR |
4/14/2020, 04:15 PM |
Q4 2019 |
423 |
$102M |
+$54.5M |
-$60.3M |
-$5.74M |
SCHW, GOOG, DIS, AFL, PSX
|
13F-HR |
1/31/2020, 02:25 PM |
Q3 2019 |
426 |
$101M |
+$55.9M |
-$53.7M |
+$2.17M |
SPGI, KO, AMGN, LOW, SBUX
|
13F-HR |
10/15/2019, 10:14 AM |
Q2 2019 |
429 |
$95M |
+$58.9M |
-$52.1M |
+$6.81M |
LIN, APC, CME, DG, DIS
|
13F-HR |
7/18/2019, 03:00 PM |
Q1 2019 |
407 |
$85.1M |
+$54M |
-$35.3M |
+$18.7M |
WMT, PGR, GD, BRKB, CME
|
13F-HR |
4/11/2019, 12:57 PM |
Q4 2018 |
400 |
$58.4M |
+$38M |
-$38M |
-$7.84K |
STZ, FOXA, BKNG, KO, AZO
|
13F-HR |
1/22/2019, 03:00 PM |
Q3 2018 |
397 |
$66.3M |
+$28.1M |
-$45.3M |
-$17.1M |
NVDA, NSC, HD, M, QCOM
|
13F-HR |
10/23/2018, 03:58 PM |
Q2 2018 |
381 |
$76.4M |
+$56.1M |
-$37.5M |
+$18.6M |
VLO, M, ISRG, ADBE, KSS
|
13F-HR |
8/1/2018, 03:28 PM |
Q1 2018 |
226 |
$63.3M |
+$37.5M |
-$60.8M |
-$23.2M |
ELV, MON, LB, HPE, HON
|
13F-HR |
5/2/2018, 04:22 PM |
Q4 2017 |
363 |
$85.1M |
$0 |
$0 |
|
LVS, MON, LLY, BK, KHC
|
13F-HR |
2/7/2018, 04:09 PM |
Q3 2014 |
279 |
$34.9M |
+$23.3M |
-$25.4M |
-$2.12M |
DD, MDLZ, FCX, MGM, HPQ
|
13F-HR |
10/14/2014, 11:21 AM |
Q2 2014 |
302 |
$38.8M |
+$24.5M |
-$20.8M |
+$3.7M |
BRCM, TJX, CVX, GD, ADBE
|
13F-HR |
7/14/2014, 11:28 AM |
Q1 2014 |
282 |
$33.8M |
+$21M |
-$100M |
-$79.2M |
MU, MYL, LLY, VOD, ATVI
|
13F-HR |
4/11/2014, 02:47 PM |
Q4 2013 |
296 |
$113M |
$0 |
$0 |
|
FOXA, SLB, TWX, DLTR, EXC
|
13F-HR |
1/16/2014, 10:38 AM |