Q3 2024 |
165 |
$4.11B |
+$381M |
-$137M |
+$244M |
TDG, TYL, CTAS, FICO, MSCI
|
13F-HR |
11/8/2024, 04:34 PM |
Q2 2024 |
170 |
$3.7B |
+$278M |
-$125M |
+$153M |
TDG, CTAS, TYL, LII, FICO
|
13F-HR |
8/13/2024, 01:39 PM |
Q1 2024 |
175 |
$3.64B |
+$231M |
-$118M |
+$112M |
TDG, CTAS, MSCI, TYL, IT
|
13F-HR |
5/30/2024, 10:48 AM |
Q4 2023 |
176 |
$3.23B |
+$234M |
-$146M |
+$88.1M |
TDG, CTAS, IT, TYL, CDNS
|
13F-HR |
2/14/2024, 11:11 AM |
Q3 2023 |
184 |
$2.74B |
+$274M |
-$127M |
+$147M |
TDG, CTAS, CDNS, WRB, ROP
|
13F-HR |
11/13/2023, 06:47 PM |
Q2 2023 |
186 |
$2.68B |
+$154M |
-$177M |
-$22.7M |
TDG, CTAS, CDNS, TDY, IT
|
13F-HR |
8/9/2023, 06:39 PM |
Q1 2023 |
193 |
$2.54B |
+$134M |
-$168M |
-$33.8M |
CTAS, TDG, CDNS, TDY, IDXX
|
13F-HR |
4/27/2023, 01:59 PM |
Q4 2022 |
192 |
$2.33B |
+$100M |
-$190M |
-$90M |
CTAS, TDG, CDNS, TMO, SPGI
|
13F-HR |
2/14/2023, 03:30 PM |
Q3 2022 |
198 |
$2.26B |
+$111M |
-$149M |
-$38.4M |
CTAS, DHR, CDNS, TMO, INTU
|
13F-HR |
11/3/2022, 06:24 PM |
Q2 2022 |
202 |
$2.42B |
+$139M |
-$479M |
-$340M |
TDY, CTAS, DHR, TMO, CDNS
|
13F-HR |
7/22/2022, 04:11 PM |
Q1 2022 |
217 |
$3.36B |
+$161M |
-$403M |
-$242M |
TDY, DHR, ROP, SPGI, TMO
|
13F-HR |
5/9/2022, 06:22 PM |
Q4 2021 |
226 |
$3.96B |
+$126M |
-$220M |
-$94.2M |
TDY, DHR, TMO, ROP, CDNS
|
13F-HR |
2/11/2022, 04:54 PM |
Q3 2021 |
222 |
$3.79B |
+$86.6M |
-$96.3M |
-$9.71M |
TDY, DHR, CRM, TMO, ROP
|
13F-HR |
11/15/2021, 02:52 PM |
Q2 2021 |
222 |
$3.78B |
+$64M |
-$287M |
-$223M |
TDY, DHR, ROP, CRM, TMO
|
13F-HR |
8/5/2021, 06:57 PM |
Q1 2021 |
237 |
$3.73B |
+$130M |
-$243M |
-$113M |
TDY, ANSS, DHR, ROP, NOW
|
13F-HR |
4/30/2021, 09:45 AM |
Q4 2020 |
241 |
$3.83B |
+$222M |
-$204M |
+$17.8M |
TDY, ANSS, ROP, DHR, TMO
|
13F-HR |
2/16/2021, 04:23 PM |
Q3 2020 |
251 |
$3.39B |
+$190M |
-$112M |
+$77.9M |
ANSS, TDY, CRM, DHR, ROP
|
13F-HR |
11/4/2020, 09:47 PM |
Q2 2020 |
254 |
$3.05B |
+$114M |
-$168M |
-$54.3M |
TDY, ANSS, ROP, DHR, MTD
|
13F-HR |
8/11/2020, 12:23 PM |
Q1 2020 |
253 |
$2.5B |
+$262M |
-$203M |
+$58.5M |
TDY, ANSS, ROP, MTD, DHR
|
13F-HR |
4/27/2020, 03:20 PM |
Q4 2019 |
274 |
$2.9B |
+$173M |
-$158M |
+$15.2M |
TDY, ANSS, HEI, MTD, WCN
|
13F-HR |
2/13/2020, 12:26 PM |
Q3 2019 |
296 |
$2.71B |
+$269M |
-$192M |
+$76.9M |
TDY, HEI, WCN, ANSS, MTD
|
13F-HR |
11/12/2019, 09:50 AM |
Q2 2019 |
306 |
$2.67B |
+$233M |
-$118M |
+$115M |
TDY, HEI, MTD, WCN, IDXX
|
13F-HR |
8/5/2019, 12:52 PM |
Q1 2019 |
302 |
$2.43B |
+$171M |
-$132M |
+$38.5M |
TDY, MTD, TTC, WCN, ROP
|
13F-HR |
5/10/2019, 09:15 PM |
Q4 2018 |
291 |
$2B |
+$158M |
-$115M |
+$42.5M |
TDY, WCN, TTC, MTD, ALXN
|
13F-HR |
2/13/2019, 06:05 PM |
Q3 2018 |
288 |
$2.33B |
+$118M |
-$150M |
-$31.9M |
TDY, IDXX, ALXN, ROL, AMZN
|
13F-HR |
10/26/2018, 04:18 PM |
Q2 2018 |
280 |
$2.17B |
+$89.9M |
-$89.2M |
+$701K |
ALXN, TDY, WCN, IDXX, ROL
|
13F-HR |
8/14/2018, 12:21 PM |
Q1 2018 |
275 |
$2.09B |
+$103M |
-$149M |
-$45.4M |
WCN, TDY, ALXN, TTC, IDXX
|
13F-HR |
5/8/2018, 09:45 PM |
Q4 2017 |
299 |
$2.12B |
+$40.2M |
-$136M |
-$95.9M |
ALXN, WCN, TDY, TTC, IDXX
|
13F-HR |
2/14/2018, 05:27 PM |
Q3 2017 |
307 |
$2.12B |
+$84.5M |
-$82M |
+$2.43M |
ALXN, WCN, TTC, IDXX, TDY
|
13F-HR |
11/14/2017, 11:55 AM |
Q2 2017 |
301 |
$2.04B |
+$112M |
-$101M |
+$11M |
ALXN, TTC, WCN, IDXX, MTD
|
13F-HR |
8/14/2017, 04:19 PM |
Q1 2017 |
292 |
$1.96B |
+$98.6M |
-$121M |
-$22.3M |
WCN, TTC, IDXX, TDY, TJX
|
13F-HR |
5/11/2017, 06:35 PM |
Q4 2016 |
286 |
$1.86B |
+$134M |
-$172M |
-$37.9M |
WCN, TTC, TDY, IDXX, ALXN
|
13F-HR |
2/14/2017, 05:20 PM |
Q3 2016 |
268 |
$1.89B |
+$131M |
-$104M |
+$26.4M |
WCN, TTC, ALXN, TJX, IDXX
|
13F-HR |
11/10/2016, 04:53 PM |
Q2 2016 |
272 |
$1.82B |
+$143M |
-$154M |
-$10.8M |
WCN, TTC, TJX, CHD, ULTI
|
13F-HR |
8/15/2016, 12:51 PM |
Q1 2016 |
286 |
$1.79B |
+$121M |
-$151M |
-$30.3M |
WCN, TTC, TJX, HSIC, META
|
13F-HR |
5/11/2016, 06:41 PM |
Q4 2015 |
293 |
$1.83B |
+$120M |
-$141M |
-$20.5M |
WCN, TJX, AGN, TTC, AYI
|
13F-HR |
2/16/2016, 04:46 PM |
Q3 2015 |
305 |
$1.76B |
+$140M |
-$162M |
-$21.6M |
TJX, WCN, TTC, META, CELG
|
13F-HR |
11/16/2015, 03:10 PM |
Q2 2015 |
317 |
$1.91B |
+$139M |
-$138M |
+$663K |
TJX, WCN, AAPL, TTC, CLC
|
13F-HR |
8/14/2015, 07:12 PM |
Q1 2015 |
329 |
$1.94B |
+$145M |
-$113M |
+$32.4M |
TJX, CLC, AAPL, CHD, WCN
|
13F-HR |
4/28/2015, 09:09 AM |
Q4 2014 |
332 |
$1.86B |
+$163M |
-$248M |
-$84.6M |
TJX, ROP, BFH, CLC, AAPL
|
13F-HR |
1/13/2015, 08:18 PM |
Q3 2014 |
349 |
$1.84B |
+$217M |
-$212M |
+$4.97M |
TJX, KEX, WCN, ROP, AME
|
13F-HR |
11/14/2014, 05:34 PM |
Q2 2014 |
393 |
$1.87B |
+$131M |
-$128M |
+$3.03M |
KEX, AYI, WCN, TJX, UTX
|
13F-HR |
7/29/2014, 09:43 PM |
Q1 2014 |
396 |
$1.84B |
+$93M |
-$66.5M |
+$26.5M |
TJX, AYI, UTX, AME, AZO
|
13F-HR |
5/8/2014, 05:26 PM |
Q4 2013 |
409 |
$1.83B |
$0 |
$0 |
|
TJX, AME, ROP, UTX, DHR
|
13F-HR |
2/14/2014, 07:53 PM |