Q4 2021 |
88 |
$631M |
+$15.4M |
-$538K |
+$14.9M |
AAPL, LQD, MSFT, PAYX, HD
|
13F-HR |
1/25/2022, 03:44 PM |
Q3 2021 |
85 |
$558M |
+$8.7M |
-$1.86M |
+$6.85M |
JPM, LQD, AAPL, MSFT, IGSB
|
13F-HR |
11/4/2021, 12:37 PM |
Q2 2021 |
87 |
$550M |
+$20.8M |
-$5.19M |
+$15.6M |
LQD, JPM, AAPL, IGSB, MSFT
|
13F-HR |
7/30/2021, 03:36 PM |
Q1 2021 |
84 |
$506M |
+$17M |
-$11.3M |
+$5.74M |
JPM, LQD, AAPL, IGSB, UNP
|
13F-HR |
5/10/2021, 06:26 PM |
Q4 2020 |
82 |
$481M |
+$9.51M |
-$1.02B |
-$1.01B |
AAPL, LQD, IGSB, JPM, UNP
|
Restatement |
2/12/2021, 05:59 PM |
Q3 2020 |
79 |
$1.38B |
+$54.3M |
-$2.13M |
+$52.2M |
MSFT, AAPL, HD, UNP, PAYX
|
13F-HR |
11/12/2020, 10:56 AM |
Q2 2020 |
77 |
$1.29B |
+$328M |
-$31.4M |
+$297M |
MSFT, HD, ABBV, PAYX, AAPL
|
13F-HR |
7/31/2020, 03:23 PM |
Q1 2020 |
74 |
$865M |
+$542M |
-$4.83M |
+$537M |
MSFT, LMT, MRK, JPM, ABT
|
13F-HR |
5/1/2020, 03:47 PM |
Q4 2019 |
80 |
$389M |
+$7.88M |
-$4.74M |
+$3.15M |
JPM, LQD, IGSB, LMT, UNP
|
13F-HR |
2/10/2020, 09:08 AM |
Q3 2019 |
82 |
$366M |
+$4.81M |
-$916K |
+$3.89M |
LQD, JPM, IGSB, LMT, MSFT
|
13F-HR |
10/31/2019, 10:39 AM |
Q2 2019 |
82 |
$353M |
+$10.7M |
-$11.7M |
-$983K |
LQD, JPM, IGSB, PAYX, LMT
|
13F-HR |
7/30/2019, 04:54 PM |
Q1 2019 |
78 |
$340M |
+$9.4M |
-$7.26M |
+$2.14M |
LQD, IGSB, JPM, PAYX, UNP
|
13F-HR |
5/3/2019, 05:35 PM |
Q4 2018 |
84 |
$304M |
+$13.2M |
-$1.75M |
+$11.4M |
LQD, IGSB, JPM, ABT, BND
|
13F-HR |
2/6/2019, 04:30 PM |
Q3 2018 |
80 |
$327M |
+$15.1M |
-$1.23M |
+$13.9M |
LQD, JPM, IGSB, UNP, LMT
|
13F-HR |
10/29/2018, 05:09 PM |
Q2 2018 |
80 |
$297M |
+$8.11M |
-$6.89M |
+$1.22M |
LQD, JPM, IGSB, UNP, PAYX
|
13F-HR |
7/26/2018, 04:56 PM |
Q1 2018 |
80 |
$291M |
+$23M |
-$21.5M |
+$1.47M |
JPM, LQD, LMT, IGSB, ABBV
|
13F-HR |
4/27/2018, 12:38 PM |
Q4 2017 |
79 |
$292M |
+$5.05M |
-$6.15M |
-$1.1M |
JPM, LQD, LMT, UNP, IGSB
|
13F-HR |
2/7/2018, 01:07 PM |
Q3 2017 |
77 |
$275M |
+$4.98M |
-$3.22M |
+$1.76M |
JPM, LQD, LMT, IGSB, PAYX
|
13F-HR |
10/26/2017, 05:09 PM |
Q2 2017 |
77 |
$265M |
+$9.34M |
-$4.95M |
+$4.39M |
LQD, JPM, IGSB, LMT, MO
|
13F-HR |
7/31/2017, 05:43 PM |
Q1 2017 |
76 |
$253M |
+$23.6M |
-$3.71M |
+$19.9M |
LQD, JPM, IGSB, PM, LMT
|
13F-HR |
5/10/2017, 05:57 PM |
Q4 2016 |
78 |
$228M |
+$11M |
-$11.2M |
-$182K |
LQD, JPM, IGSB, PAYX, MO
|
13F-HR |
2/2/2017, 12:28 PM |
Q3 2016 |
77 |
$224M |
+$5.8M |
-$2.57M |
+$3.23M |
LQD, IGSB, JPM, PAYX, MO
|
13F-HR |
11/10/2016, 06:20 PM |
Q2 2016 |
77 |
$220M |
+$6.36M |
-$1.36M |
+$5M |
LQD, IGSB, MO, XOM, PAYX
|
13F-HR |
7/29/2016, 04:33 PM |
Q1 2016 |
77 |
$208M |
+$11.4M |
-$12.2M |
-$827K |
LQD, IGSB, MO, PM, PAYX
|
13F-HR |
5/11/2016, 02:20 PM |
Q4 2015 |
78 |
$205M |
+$10.6M |
-$8.99M |
+$1.61M |
LQD, ABBV, IGSB, JPM, PAYX
|
13F-HR |
2/9/2016, 05:15 PM |
Q3 2015 |
79 |
$194M |
+$10.3M |
-$9.03M |
+$1.26M |
LQD, IGSB, HYG, ABBV, JPM
|
13F-HR |
11/13/2015, 05:17 PM |
Q2 2015 |
82 |
$203M |
+$7.36M |
-$5.44M |
+$1.93M |
ABBV, HYG, IGSB, LQD, JPM
|
13F-HR |
8/3/2015, 02:38 PM |
Q1 2015 |
82 |
$204M |
+$23.4M |
-$14.8M |
+$8.66M |
HYG, IGSB, LQD, ABBV, BMY
|
13F-HR |
4/29/2015, 02:26 PM |
Q4 2014 |
86 |
$195M |
+$53.8M |
-$5.09M |
+$48.7M |
ABBV, HYG, IGSB, LQD, AAPL
|
13F-HR |
2/17/2015, 12:29 PM |
Q3 2014 |
74 |
$139M |
+$6.24M |
-$7.44M |
-$1.2M |
COP, PM, MO, JPM, SE
|
13F-HR |
11/7/2014, 04:55 PM |
Q2 2014 |
74 |
$140M |
+$7.28M |
-$9.09M |
-$1.81M |
COP, PM, MO, SPY, SE
|
13F-HR |
8/5/2014, 03:58 PM |
Q1 2014 |
72 |
$142M |
+$18.4M |
-$13.2M |
+$5.28M |
PM, COP, JPM, AJG, MO
|
13F-HR |
4/24/2014, 05:16 PM |
Q4 2013 |
72 |
$138M |
$0 |
$0 |
|
PM, JPM, COP, AJG, PAYX
|
13F-HR |
1/31/2014, 11:11 AM |