Q3 2024 |
48 |
$708M |
+$60.6M |
-$35.2M |
+$25.4M |
MSFT, SNY, MDU, TTEK, CSCO
|
13F-HR |
11/12/2024, 04:50 PM |
Q2 2024 |
43 |
$675M |
+$32.5M |
-$55.8M |
-$23.3M |
MSFT, TTEK, BG, SNY, MDU
|
13F-HR |
8/14/2024, 12:59 PM |
Q1 2024 |
40 |
$687M |
+$53.7M |
-$53.5M |
+$170K |
MSFT, BG, TTEK, SNY, CSCO
|
13F-HR |
5/9/2024, 10:49 AM |
Q4 2023 |
39 |
$660M |
+$71M |
-$98.1M |
-$27.1M |
MSFT, BG, SNY, TTEK, CSCO
|
13F-HR |
2/8/2024, 12:26 PM |
Q3 2023 |
38 |
$653M |
+$31.9M |
-$36.1M |
-$4.22M |
BG, MSFT, CSCO, SNY, TTEK
|
13F-HR |
11/9/2023, 02:01 PM |
Q2 2023 |
40 |
$666M |
+$25.3M |
-$16.2M |
+$9.06M |
MSFT, BG, CSCO, SNY, NVS
|
13F-HR |
8/11/2023, 09:41 AM |
Q1 2023 |
37 |
$659M |
+$12.9M |
-$31M |
-$18.2M |
BG, MSFT, NVS, SNY, CSCO
|
13F-HR |
5/11/2023, 10:41 AM |
Q4 2022 |
39 |
$639M |
+$51.2M |
-$36.2M |
+$15M |
BG, NVS, MSFT, CSCO, JNJ
|
13F-HR |
2/7/2023, 09:44 AM |
Q3 2022 |
35 |
$564M |
+$25.5M |
-$25.4M |
+$60.5K |
BG, NVS, MOS, MSFT, NFG
|
13F-HR |
11/14/2022, 04:24 PM |
Q2 2022 |
36 |
$630M |
+$22.4M |
-$16M |
+$6.47M |
BG, NVS, MSFT, TTEK, NFG
|
13F-HR |
8/9/2022, 02:56 PM |
Q1 2022 |
34 |
$730M |
+$33.7M |
-$24.9M |
+$8.8M |
BG, MOS, MSFT, TTEK, NFG
|
13F-HR |
5/10/2022, 12:50 PM |
Q4 2021 |
34 |
$708M |
+$26.4M |
-$31.1M |
-$4.71M |
BG, MSFT, CSCO, TTEK, MU
|
13F-HR |
2/7/2022, 05:02 PM |
Q3 2021 |
36 |
$657M |
+$9.5M |
-$5.53M |
+$3.98M |
BG, MSFT, TTEK, CSCO, EBAY
|
13F-HR |
11/5/2021, 03:42 PM |
Q2 2021 |
37 |
$672M |
+$38M |
-$6.08M |
+$31.9M |
BG, MSFT, MU, EBAY, CSCO
|
Restatement |
9/28/2021, 02:47 PM |
Q1 2021 |
36 |
$622M |
+$23.5M |
-$27.2M |
-$3.71M |
BG, MU, MSFT, CSCO, TTEK
|
13F-HR |
5/14/2021, 12:12 PM |
Q4 2020 |
36 |
$569M |
+$15.6M |
-$14.8M |
+$850K |
BG, MU, TTEK, MSFT, NVS
|
13F-HR |
2/16/2021, 07:45 PM |
Q3 2020 |
36 |
$503M |
+$59.2M |
-$19.8M |
+$39.4M |
TTEK, MSFT, SNY, NVS, BG
|
13F-HR |
11/10/2020, 02:49 PM |
Q2 2020 |
31 |
$461M |
+$46.7M |
-$19.4M |
+$27.3M |
TTEK, SNY, MSFT, CSCO, NVS
|
13F-HR |
8/14/2020, 07:00 AM |
Q1 2020 |
32 |
$375M |
+$71.9M |
-$95.6M |
-$23.7M |
NVS, TTEK, SNY, CSCO, BG
|
13F-HR |
5/12/2020, 12:26 PM |
Q4 2019 |
27 |
$478M |
+$29.3M |
-$30.8M |
-$1.5M |
TTEK, CPB, SNY, CSCO, NVS
|
13F-HR |
2/6/2020, 06:24 PM |
Q3 2019 |
29 |
$456M |
+$41.6M |
-$32.8M |
+$8.85M |
TTEK, CPB, BG, SNY, CSCO
|
13F-HR |
11/4/2019, 03:04 PM |
Q2 2019 |
28 |
$442M |
+$29.3M |
-$8.31M |
+$21M |
TTEK, CSCO, WEN, BG, CPB
|
13F-HR |
8/8/2019, 02:44 PM |
Q1 2019 |
26 |
$404M |
+$26.3M |
-$6.93M |
+$19.3M |
CSCO, WEN, TTEK, NVS, CPB
|
13F-HR |
5/10/2019, 05:35 PM |
Q4 2018 |
27 |
$349M |
+$31.5M |
-$18.8M |
+$12.7M |
CSCO, WEN, NVS, TTEK, JNJ
|
13F-HR |
2/8/2019, 03:37 PM |
Q3 2018 |
24 |
$378M |
+$20.7M |
-$4.82M |
+$15.9M |
TTEK, CSCO, WEN, JNJ, NVS
|
13F-HR |
11/14/2018, 12:28 PM |
Q2 2018 |
23 |
$341M |
+$58.1M |
-$6.16M |
+$52M |
WEN, TTEK, CSCO, BG, XOM
|
13F-HR |
8/14/2018, 01:11 PM |
Q1 2018 |
28 |
$283M |
+$26.4M |
-$62.7M |
-$36.3M |
WEN, CSCO, BG, TTEK, JNJ
|
13F-HR |
5/15/2018, 12:45 PM |
Q4 2017 |
25 |
$316M |
+$17.1M |
-$32.5M |
-$15.4M |
WEN, CSCO, JNJ, VOD, NVS
|
13F-HR |
2/14/2018, 02:46 PM |
Q3 2017 |
24 |
$321M |
+$35.6M |
-$28.5M |
+$7.13M |
BOBE, WEN, NVS, JNJ, TTEK
|
13F-HR |
11/14/2017, 12:59 PM |
Q2 2017 |
28 |
$303M |
+$19.9M |
-$8.8M |
+$11M |
BOBE, WEN, JNJ, NVS, MSFT
|
13F-HR |
8/14/2017, 04:18 PM |
Q1 2017 |
28 |
$279M |
+$18.1M |
-$12.3M |
+$5.81M |
BOBE, WEN, JNJ, CSCO, MSFT
|
13F-HR |
5/15/2017, 02:45 PM |
Q4 2016 |
29 |
$254M |
+$11.5M |
-$9.94M |
+$1.55M |
WEN, BOBE, JNJ, MSFT, CSCO
|
13F-HR |
2/14/2017, 09:39 AM |
Q3 2016 |
28 |
$237M |
+$11.4M |
-$10.9M |
+$426K |
WEN, JNJ, NVS, CSCO, MSFT
|
13F-HR |
11/14/2016, 03:45 PM |
Q2 2016 |
31 |
$228M |
+$25M |
-$17.2M |
+$7.74M |
JNJ, WEN, NVS, CPB, MSFT
|
13F-HR |
8/15/2016, 02:49 PM |
Q1 2016 |
29 |
$222M |
+$17.3M |
-$10.2M |
+$7.08M |
WEN, JNJ, TAP, NVS, BOBE
|
13F-HR |
5/16/2016, 12:35 PM |
Q4 2015 |
32 |
$210M |
+$22.3M |
-$19.2M |
+$3.1M |
WEN, TAP, JNJ, NVS, MSFT
|
13F-HR |
2/16/2016, 11:56 AM |
Q3 2015 |
31 |
$195M |
+$25.9M |
-$4.81M |
+$21.1M |
WEN, TAP, NVS, JNJ, VOD
|
13F-HR |
11/16/2015, 01:03 PM |
Q2 2015 |
30 |
$191M |
+$13.7M |
-$10M |
+$3.64M |
WEN, NVS, JNJ, VOD, TAP
|
13F-HR |
8/14/2015, 11:51 AM |
Q1 2015 |
34 |
$186M |
+$25.2M |
-$19.1M |
+$6.13M |
WEN, NVS, JNJ, TAP, VOD
|
13F-HR |
5/15/2015, 10:54 AM |
Q4 2014 |
36 |
$179M |
+$13.3M |
-$5.29M |
+$8.01M |
WEN, JNJ, TAP, NVS, INGR
|
13F-HR |
2/17/2015, 01:03 PM |
Q3 2014 |
44 |
$172M |
+$13.8M |
-$282K |
+$13.5M |
WEN, JNJ, TAP, NVS, MSFT
|
13F-HR |
11/14/2014, 03:07 PM |
Q2 2014 |
42 |
$164M |
+$26.7M |
-$18.6M |
+$8.15M |
WEN, JNJ, TAP, NVS, MRO
|
13F-HR |
8/14/2014, 12:38 PM |
Q1 2014 |
46 |
$147M |
+$19.6M |
-$18.2M |
+$1.47M |
WEN, JNJ, NVS, TAP, MSFT
|
13F-HR |
5/15/2014, 12:24 PM |
Q4 2013 |
49 |
$143M |
$0 |
$0 |
|
WEN, VOD, JNJ, NVS, TAP
|
13F-HR |
2/25/2014, 05:24 PM |