Q1 2019 |
144 |
$138M |
+$101M |
-$130M |
-$29M |
MU, DWDP, NFLX, CCL, GPS
|
13F-HR |
4/12/2019, 06:18 AM |
Q4 2018 |
183 |
$162M |
+$120M |
-$113M |
+$7.08M |
UTX, WBA, GILD, JNJ, META
|
13F-HR |
1/15/2019, 06:04 AM |
Q3 2018 |
200 |
$168M |
+$119M |
-$126M |
-$6.66M |
DWDP, FTV, MPC, WFC, AMAT
|
13F-HR |
10/29/2018, 06:07 AM |
Q2 2018 |
185 |
$173M |
+$121M |
-$113M |
+$7.61M |
RHT, SBUX, INTC, MU, AVGO
|
13F-HR |
8/10/2018, 01:56 PM |
Q1 2018 |
146 |
$165M |
+$117M |
-$112M |
+$5.13M |
MU, AMZN, DWDP, NVDA, AMAT
|
13F-HR |
5/3/2018, 06:09 AM |
Q4 2017 |
190 |
$159M |
+$107M |
-$103M |
+$3.83M |
MU, GILD, COST, AAPL, UAA
|
13F-HR |
1/5/2018, 08:35 AM |
Q3 2017 |
179 |
$156M |
+$101M |
-$99.3M |
+$1.92M |
AMT, CCI, NVDA, ORCL, ADSK
|
13F-HR |
10/11/2017, 06:07 AM |
Q2 2017 |
182 |
$154M |
+$114M |
-$112M |
+$1.65M |
NVDA, SYMC, AMD, CMCSA, LVLT
|
13F-HR |
7/7/2017, 06:19 AM |
Q1 2017 |
161 |
$155M |
+$108M |
-$97.3M |
+$11.1M |
INTU, FSLR, ORCL, HCA, GS
|
13F-HR |
5/12/2017, 06:19 AM |
Q4 2016 |
148 |
$144M |
+$108M |
-$126M |
-$18.2M |
MU, FCX, TGT, KMI, UAA
|
13F-HR |
1/17/2017, 06:11 AM |
Q3 2016 |
172 |
$162M |
+$124M |
-$123M |
+$305K |
MAR, MCK, NEM, COP, RRC
|
13F-HR |
10/21/2016, 09:28 AM |
Q2 2016 |
170 |
$161M |
+$136M |
-$78.7M |
+$57.3M |
FDX, CCL, VLO, OXY, DRI
|
13F-HR |
7/20/2016, 06:11 AM |
Q1 2016 |
120 |
$104M |
+$83.3M |
-$85.4M |
-$2.12M |
BA, NOV, C, ORCL, URBN
|
13F-HR |
4/19/2016, 06:07 AM |
Q4 2015 |
117 |
$107M |
+$82.8M |
-$104M |
-$21.6M |
NKE, ORCL, DVN, COF, CAT
|
13F-HR |
1/19/2016, 06:14 AM |
Q3 2015 |
113 |
$129M |
+$103M |
-$93.6M |
+$9.19M |
META, ABBV, WRK, WBA, CCL
|
13F-HR |
10/19/2015, 06:33 AM |
Q2 2015 |
157 |
$127M |
+$105M |
-$77.5M |
+$27.1M |
META, ZTS, MU, WDC, CSX
|
13F-HR |
7/20/2015, 06:09 AM |
Q1 2015 |
109 |
$100M |
+$78.7M |
-$80.5M |
-$1.77M |
SNDK, BIIB, KSU, WDC, VRTX
|
13F-HR |
4/13/2015, 06:11 AM |
Q4 2014 |
161 |
$103M |
+$82M |
-$75.5M |
+$6.46M |
IEI, XLNX, CTRA, SWN, EQT
|
13F-HR |
1/23/2015, 09:03 AM |
Q3 2014 |
150 |
$98.9M |
+$76.4M |
-$65.8M |
+$10.6M |
IGIB, MDT, MAT, DAL, KORS
|
13F-HR |
10/22/2014, 06:24 AM |
Q2 2014 |
151 |
$90.4M |
+$72.3M |
-$67.2M |
+$5.11M |
IGIB, COH, MPC, T, AMZN
|
13F-HR |
7/18/2014, 09:04 AM |
Q1 2014 |
173 |
$85.4M |
$0 |
$0 |
|
GILD, HD, LOW, KR, ETFC
|
13F-HR |
4/30/2014, 09:01 AM |