Q2 2024 |
142 |
$515M |
+$14M |
-$7.85M |
+$6.12M |
BRKA, MSFT, AAPL, EME, GOOG
|
13F-HR |
8/6/2024, 09:38 AM |
Q1 2024 |
147 |
$512M |
+$22M |
-$48M |
-$26M |
BRKA, MSFT, EME, AAPL, AXP
|
13F-HR |
5/7/2024, 01:36 PM |
Q4 2023 |
151 |
$495M |
+$57.6M |
-$5.53M |
+$52M |
BRKA, MSFT, AAPL, EME, GOOG
|
13F-HR |
1/30/2024, 02:24 PM |
Q3 2023 |
135 |
$405M |
+$6.67M |
-$8.03M |
-$1.36M |
MSFT, AAPL, EME, GOOG, DHR
|
13F-HR |
11/9/2023, 08:32 AM |
Q2 2023 |
142 |
$418M |
+$8.68M |
-$21.9M |
-$13.3M |
AAPL, MSFT, RTX, AXP, EME
|
13F-HR |
8/3/2023, 01:52 PM |
Q1 2023 |
139 |
$411M |
+$51.4M |
-$16M |
+$35.4M |
AAPL, MSFT, RTX, DHR, AXP
|
13F-HR |
5/10/2023, 11:13 AM |
Q4 2022 |
77 |
$363M |
+$11.9M |
-$9.02M |
+$2.92M |
AAPL, MSFT, EME, RTX, DHR
|
13F-HR |
1/30/2023, 10:25 AM |
Q3 2022 |
76 |
$329M |
+$17.1M |
-$3.87M |
+$13.2M |
AAPL, MSFT, DHR, RTX, ADP
|
13F-HR |
11/8/2022, 12:37 PM |
Q2 2022 |
73 |
$344M |
+$7.98M |
-$846K |
+$7.13M |
AAPL, MSFT, RTX, DHR, CHD
|
13F-HR |
7/26/2022, 12:44 PM |
Q1 2022 |
76 |
$388M |
+$20.2M |
-$23.4M |
-$3.21M |
AAPL, MSFT, DHR, GOOG, AXP
|
13F-HR |
5/12/2022, 03:30 PM |
Q4 2021 |
80 |
$420M |
+$16.1M |
-$7.18M |
+$8.96M |
AAPL, MSFT, DHR, GOOG, SBNY
|
13F-HR |
2/7/2022, 02:46 PM |
Q3 2021 |
80 |
$377M |
+$8.73M |
-$851K |
+$7.88M |
MSFT, AAPL, DHR, GOOG, EBAY
|
13F-HR |
10/26/2021, 12:30 PM |
Q2 2021 |
79 |
$369M |
+$10.7M |
-$9.44M |
+$1.3M |
MSFT, AAPL, DHR, SWKS, EBAY
|
13F-HR |
8/2/2021, 01:26 PM |
Q1 2021 |
75 |
$346M |
+$11M |
-$4.95M |
+$6M |
AAPL, MSFT, SWKS, DHR, CHD
|
13F-HR |
5/11/2021, 08:24 AM |
Q4 2020 |
73 |
$317M |
+$11.1M |
-$4.89M |
+$6.23M |
AAPL, MSFT, DHR, CHD, SWKS
|
13F-HR |
2/4/2021, 10:34 AM |
Q3 2020 |
70 |
$284M |
+$17.9M |
-$2.02M |
+$15.9M |
AAPL, MSFT, CHD, DHR, SWKS
|
13F-HR |
11/3/2020, 01:20 PM |
Q2 2020 |
67 |
$259M |
+$23.6M |
-$18.6M |
+$5.01M |
AAPL, MSFT, CHD, EBAY, DHR
|
13F-HR |
8/3/2020, 11:08 AM |
Q1 2020 |
64 |
$215M |
+$29.4M |
-$33.5M |
-$4.09M |
AAPL, MSFT, SWKS, CHD, CHKP
|
13F-HR |
5/11/2020, 03:31 PM |
Q4 2019 |
72 |
$263M |
+$4.57M |
-$4.22M |
+$350K |
AAPL, MSFT, CHD, RTN, CHKP
|
13F-HR |
2/5/2020, 01:49 PM |
Q3 2019 |
71 |
$245M |
+$8.64M |
-$2.69M |
+$5.95M |
AAPL, CHD, DE, CHKP, MSFT
|
13F-HR |
11/13/2019, 02:09 PM |
Q2 2019 |
73 |
$234M |
+$6.7M |
-$2.45M |
+$4.25M |
CHD, DE, AAPL, CHKP, ADP
|
13F-HR |
7/18/2019, 02:01 PM |
Q1 2019 |
72 |
$225M |
+$4.94M |
-$4.13M |
+$812K |
CHKP, CHD, DE, AAPL, WAT
|
13F-HR |
5/3/2019, 10:36 AM |
Q4 2018 |
72 |
$197M |
+$14.7M |
-$4.32M |
+$10.4M |
BDX, DE, CHD, CHKP, AAPL
|
13F-HR |
2/4/2019, 04:11 PM |
Q3 2018 |
72 |
$214M |
+$4.96M |
-$3.78M |
+$1.19M |
BDX, AAPL, CHKP, DE, RTN
|
13F-HR |
10/29/2018, 01:33 PM |
Q2 2018 |
71 |
$202M |
+$7.1M |
-$5.52M |
+$1.57M |
BDX, LFUS, AAPL, DE, RTN
|
13F-HR |
7/18/2018, 04:53 PM |
Q1 2018 |
69 |
$197M |
+$15.3M |
-$10.6M |
+$4.7M |
BDX, DE, RTN, LFUS, AAPL
|
13F-HR |
5/14/2018, 11:35 AM |
Q4 2017 |
68 |
$191M |
+$8.56M |
-$11.4M |
-$2.82M |
SCHW, DE, LFUS, CHKP, PCLN
|
13F-HR |
2/12/2018, 10:45 AM |
Q3 2017 |
74 |
$185M |
+$9.38M |
-$9.32M |
+$58.7K |
CHKP, PCLN, SCHW, LFUS, RTN
|
13F-HR |
11/13/2017, 02:02 PM |
Q2 2017 |
72 |
$178M |
+$3.24M |
-$7.1M |
-$3.86M |
ROP, CHKP, PCLN, SCHW, BCR
|
13F-HR |
8/14/2017, 10:52 AM |
Q1 2017 |
73 |
$176M |
+$8.27M |
-$4.65M |
+$3.62M |
PCLN, CHKP, ROP, SCHW, AAPL
|
13F-HR |
5/12/2017, 04:09 PM |
Q4 2016 |
71 |
$162M |
+$6.94M |
-$5.28M |
+$1.65M |
SCHW, ROP, PCLN, CHKP, LFUS
|
13F-HR |
2/6/2017, 03:02 PM |
Q3 2016 |
73 |
$159M |
+$13.3M |
-$7.26M |
+$6.04M |
ROP, PCLN, CL, CHD, HBI
|
13F-HR |
11/8/2016, 10:12 AM |
Q2 2016 |
73 |
$153M |
+$3.98M |
-$2.01M |
+$1.97M |
CHD, ROP, CL, HBI, JNJ
|
13F-HR |
8/11/2016, 09:36 AM |
Q1 2016 |
72 |
$150M |
+$8.1M |
-$7.9M |
+$201K |
ROP, HBI, CL, CHD, PRGO
|
13F-HR |
5/2/2016, 04:49 PM |
Q4 2015 |
72 |
$144M |
+$17.3M |
-$6.34M |
+$11M |
HBI, ROP, CL, PCLN, CHD
|
13F-HR |
2/8/2016, 12:37 PM |
Q3 2015 |
73 |
$128M |
+$18.4M |
-$4.81M |
+$13.6M |
HBI, ROP, CL, CHD, PCLN
|
13F-HR |
11/9/2015, 04:35 PM |
Q2 2015 |
67 |
$123M |
+$7.44M |
-$3.85M |
+$3.59M |
HBI, ROP, PCLN, CVS, AAPL
|
13F-HR |
8/12/2015, 09:58 AM |
Q1 2015 |
66 |
$122M |
+$10.8M |
-$3.53M |
+$7.23M |
HBI, ROP, PCLN, CL, CVS
|
13F-HR |
5/11/2015, 11:47 AM |
Q4 2014 |
66 |
$116M |
+$10.5M |
-$6.79M |
+$3.75M |
HBI, ROP, CL, PETM, CVS
|
13F-HR |
2/12/2015, 02:25 PM |
Q3 2014 |
64 |
$108M |
+$2.23M |
-$587K |
+$1.64M |
HBI, ROP, CL, NOV, EBAY
|
13F-HR |
11/13/2014, 05:20 PM |
Q2 2014 |
64 |
$108M |
+$4.79M |
-$3.55M |
+$1.24M |
CL, ROP, HBI, NOV, JNJ
|
13F-HR |
7/30/2014, 10:44 AM |
Q1 2014 |
60 |
$107M |
+$8.98M |
-$3.15M |
+$5.82M |
CL, ROP, NOV, EBAY, CHD
|
13F-HR |
5/9/2014, 10:16 AM |
Q4 2013 |
59 |
$100M |
$0 |
$0 |
|
CL, ROP, NOV, EBAY, NKE
|
13F-HR |
2/12/2014, 10:03 AM |