Q1 2021 |
56 |
$314M |
+$21.7M |
-$11M |
+$10.8M |
AAPL, CTAS, TSCO, TR, NEE
|
13F-HR |
5/12/2021, 10:16 AM |
Q4 2020 |
53 |
$302M |
+$24.1M |
-$64.9K |
+$24M |
AAPL, CTAS, DHR, ROL, NEE
|
13F-HR |
2/9/2021, 11:23 AM |
Q3 2020 |
52 |
$274M |
+$16.3M |
-$11.2M |
+$5.07M |
AAPL, CTAS, DHR, APD, AMZN
|
13F-HR |
11/13/2020, 11:23 AM |
Q2 2020 |
46 |
$251M |
+$12.5M |
-$8.06M |
+$4.42M |
AMZN, AAPL, CLX, CTAS, POOL
|
13F-HR |
8/14/2020, 09:57 AM |
Q1 2020 |
45 |
$207M |
+$4.39M |
-$8.04M |
-$3.65M |
AMZN, NEE, CLX, PG, GOLD
|
13F-HR |
5/13/2020, 02:38 PM |
Q4 2019 |
47 |
$248M |
+$2.06M |
-$7.73M |
-$5.67M |
CTAS, PG, V, AAPL, MKC
|
13F-HR |
2/13/2020, 06:37 PM |
Q3 2019 |
50 |
$238M |
+$7.21M |
-$556K |
+$6.65M |
CTAS, PG, WEC, AAPL, NEE
|
13F-HR |
11/4/2019, 04:59 PM |
Q2 2019 |
48 |
$229M |
+$8.5M |
-$6.38M |
+$2.12M |
CTAS, PG, V, ADP, AMZN
|
13F-HR |
8/15/2019, 10:46 AM |
Q1 2019 |
47 |
$219M |
+$11.1M |
-$571K |
+$10.5M |
INTU, TSCO, CTAS, PG, ADP
|
13F-HR |
5/8/2019, 04:33 PM |
Q4 2018 |
44 |
$183M |
+$10.3M |
-$7.88M |
+$2.44M |
TSCO, CTAS, INTU, MKC, PG
|
13F-HR |
2/12/2019, 01:17 PM |
Q3 2018 |
46 |
$205M |
+$5.88M |
-$1.17M |
+$4.72M |
AAPL, TSCO, AMZN, CTAS, ADP
|
13F-HR |
11/14/2018, 06:10 PM |
Q2 2018 |
45 |
$184M |
+$8.71M |
-$8.15M |
+$560K |
CTAS, AAPL, ADP, INTU, AMZN
|
13F-HR |
8/10/2018, 03:09 PM |
Q1 2018 |
44 |
$176M |
+$4.41M |
-$8.1M |
-$3.69M |
AMZN, CTAS, AAPL, INTU, SCHW
|
13F-HR |
5/8/2018, 04:26 PM |
Q4 2017 |
44 |
$184M |
+$8.7M |
-$284K |
+$8.42M |
ROL, TSCO, AAPL, V, AMZN
|
13F-HR |
2/14/2018, 06:16 PM |
Q3 2017 |
42 |
$165M |
+$5.16M |
-$6.6M |
-$1.44M |
ROL, AAPL, V, CTAS, ADP
|
13F-HR |
11/2/2017, 03:38 PM |
Q2 2017 |
44 |
$160M |
+$7.4M |
-$4.88M |
+$2.53M |
ROL, WOOF, AAPL, JNJ, V
|
13F-HR |
8/7/2017, 04:55 PM |
Q1 2017 |
44 |
$156M |
+$7.26M |
-$2.05M |
+$5.21M |
WOOF, AMZN, ROL, AAPL, SNA
|
13F-HR |
4/27/2017, 04:43 PM |
Q4 2016 |
42 |
$142M |
+$8.32M |
-$3.83M |
+$4.49M |
SCHW, SNA, ADP, AMZN, ROL
|
13F-HR |
2/7/2017, 04:54 PM |
Q3 2016 |
42 |
$135M |
+$5.77M |
-$5.64M |
+$129K |
AMZN, APD, MKC, SCHW, WOOF
|
13F-HR |
10/11/2016, 04:49 PM |
Q2 2016 |
43 |
$136M |
+$6.1M |
-$13.3M |
-$7.23M |
GOLD, MKC, SNA, AMZN, INTU
|
13F-HR |
8/4/2016, 05:09 PM |
Q1 2016 |
44 |
$135M |
+$18M |
-$7.5M |
+$10.5M |
GOLD, AMZN, HSIC, MKC, SNA
|
13F-HR |
5/13/2016, 04:18 PM |
Q4 2015 |
41 |
$119M |
+$6.24M |
-$7.15M |
-$907K |
AMZN, SNA, HSIC, AMGN, PG
|
13F-HR |
2/12/2016, 12:19 PM |
Q3 2015 |
43 |
$112M |
+$5.8M |
-$3.04M |
+$2.76M |
AMZN, SNA, TJX, HSIC, MKC
|
13F-HR |
11/9/2015, 04:50 PM |
Q2 2015 |
42 |
$116M |
+$7.03M |
-$7.16M |
-$134K |
SNA, AMZN, AMGN, INTU, HSIC
|
13F-HR |
7/20/2015, 04:40 PM |
Q1 2015 |
41 |
$117M |
+$8.24M |
-$2.9M |
+$5.33M |
AAPL, TSCO, UNP, ROL, SCHW
|
13F-HR |
5/6/2015, 05:54 PM |
Q4 2014 |
41 |
$113M |
+$7.5M |
-$3.06M |
+$4.43M |
UNP, AAPL, SCHW, AMGN, TSCO
|
13F-HR |
2/12/2015, 06:35 PM |
Q3 2014 |
38 |
$102M |
+$3.81M |
-$3.93M |
-$118K |
UNP, AAPL, SCHW, JNJ, AMGN
|
13F-HR |
11/10/2014, 02:45 PM |
Q2 2014 |
41 |
$102M |
+$5.67M |
-$1.43M |
+$4.24M |
UNP, AAPL, SCHW, JNJ, DOV
|
13F-HR |
8/6/2014, 12:09 PM |
Q1 2014 |
41 |
$101M |
+$3.03M |
-$2.86M |
+$179K |
SCHW, UNP, TSCO, TJX, ROL
|
13F-HR |
5/9/2014, 06:44 PM |
Q4 2013 |
40 |
$101M |
$0 |
$0 |
|
SCHW, TSCO, AMZN, PRGO, DOV
|
13F-HR |
2/13/2014, 04:23 PM |