Q3 2024 |
145 |
$431M |
+$84.7M |
-$83.6M |
+$1.09M |
AAPL, ABBV, HD, JNJ, PG
|
13F-HR |
10/8/2024, 09:41 AM |
Q2 2024 |
150 |
$402M |
+$118M |
-$117M |
+$583K |
AAPL, META, ABBV, QCOM, MRK
|
13F-HR |
7/18/2024, 09:30 AM |
Q1 2024 |
146 |
$400M |
+$81.6M |
-$48.9M |
+$32.7M |
AAPL, ABBV, GOOGL, AVGO, MRK
|
13F-HR |
4/12/2024, 09:22 AM |
Q4 2023 |
145 |
$344M |
+$196M |
-$54.8M |
+$142M |
AAPL, GOOGL, ABBV, UNH, V
|
13F-HR |
1/4/2024, 09:06 AM |
Q3 2023 |
142 |
$188M |
+$16.3M |
-$21.6M |
-$5.31M |
AAPL, GOOGL, MSFT, UNH, MA
|
13F-HR |
10/10/2023, 09:06 AM |
Q2 2023 |
136 |
$198M |
+$19.4M |
-$20.6M |
-$1.18M |
AAPL, MSFT, MA, AVGO, XOM
|
13F-HR |
7/19/2023, 03:00 PM |
Q1 2023 |
139 |
$187M |
+$42.7M |
-$17.8M |
+$25M |
AAPL, MSFT, XOM, ABBV, UNH
|
13F-HR |
4/19/2023, 09:24 AM |
Q4 2022 |
138 |
$153M |
+$17.5M |
-$21.8M |
-$4.31M |
AAPL, MSFT, XOM, UNH, JNJ
|
13F-HR |
2/3/2023, 11:02 AM |
Q3 2022 |
141 |
$145M |
+$23.9M |
-$32.2M |
-$8.23M |
AAPL, MSFT, GOOGL, JNJ, UNH
|
13F-HR |
10/12/2022, 10:16 AM |
Q2 2022 |
134 |
$163M |
+$7.96M |
-$109M |
-$101M |
AAPL, MSFT, GOOGL, JNJ, PFE
|
13F-HR |
7/20/2022, 10:02 AM |
Q1 2022 |
180 |
$299M |
+$132M |
-$24.9M |
+$107M |
AAPL, MSFT, ABBV, AVGO, PFE
|
13F-HR |
4/28/2022, 01:54 PM |
Q4 2021 |
123 |
$203M |
+$13.7M |
-$30.7M |
-$17.1M |
AAPL, MSFT, GOOGL, JPM, ACN
|
13F-HR |
1/10/2022, 10:24 AM |
Q3 2021 |
133 |
$206M |
+$28.7M |
-$27.7M |
+$1.01M |
AAPL, MSFT, JPM, GOOGL, ACN
|
13F-HR |
10/12/2021, 09:21 AM |
Q2 2021 |
142 |
$196M |
+$35.3M |
-$47.4M |
-$12.1M |
AAPL, MSFT, JPM, GOOGL, ACN
|
13F-HR |
7/30/2021, 08:59 AM |
Q1 2021 |
152 |
$196M |
+$107M |
-$92.7M |
+$14.6M |
AAPL, JPM, MSFT, AMZN, CSCO
|
13F-HR |
4/6/2021, 12:49 PM |
Q4 2020 |
85 |
$172M |
+$20.7M |
-$46M |
-$25.4M |
JPM, MSFT, MS, AMZN, META
|
13F-HR |
1/12/2021, 10:33 AM |
Q3 2020 |
89 |
$182M |
+$76.7M |
-$8.34M |
+$68.4M |
AMZN, MSFT, NVDA, META, AAPL
|
13F-HR |
10/20/2020, 03:29 PM |
Q2 2020 |
81 |
$105M |
+$21.8M |
-$23.2M |
-$1.42M |
AMZN, MSFT, JPM, XOM, GOOGL
|
13F-HR |
7/10/2020, 09:54 AM |
Q1 2020 |
77 |
$87.5M |
+$22.2M |
-$47.4M |
-$25.2M |
AMZN, JPM, MSFT, NVDA, UNH
|
13F-HR |
4/21/2020, 08:58 AM |
Q4 2019 |
94 |
$127M |
+$12.8M |
-$17.1M |
-$4.33M |
AAPL, MSFT, MSCI, V, MCO
|
13F-HR |
1/7/2020, 04:46 PM |
Q3 2019 |
95 |
$121M |
+$16.8M |
-$18.3M |
-$1.47M |
ZTS, COST, MSFT, V, AAPL
|
13F-HR |
10/9/2019, 12:49 PM |
Q2 2019 |
96 |
$122M |
+$19.1M |
-$34.4M |
-$15.3M |
ILMN, DECK, ZTS, MSCI, V
|
13F-HR |
7/8/2019, 01:21 PM |
Q1 2019 |
96 |
$129M |
+$17.5M |
-$11.7M |
+$5.76M |
MTCH, ULTA, ILMN, ZTS, NSP
|
13F-HR |
4/9/2019, 03:17 PM |
Q4 2018 |
96 |
$109M |
$0 |
$0 |
|
VRSN, ILMN, MTCH, MRK, ABT
|
13F-HR |
1/15/2019, 01:55 PM |
Q3 2017 |
99 |
$31.6M |
+$11M |
-$6.26M |
+$4.73M |
CGNX, MYGN, AAN, STMP, NVDA
|
13F-HR |
12/1/2017, 10:23 AM |
Q2 2017 |
100 |
$25.7M |
+$15.3M |
-$2.34M |
+$13M |
LUV, CGNX, STMP, BBY, AAN
|
13F-HR |
8/7/2017, 08:35 AM |
Q1 2017 |
100 |
$12.1M |
+$6.91M |
-$1.1M |
+$5.81M |
NVDA, CGNX, PLCE, WNC, LUV
|
13F-HR |
5/8/2017, 03:39 PM |
Q4 2016 |
100 |
$6M |
+$3.8M |
-$428K |
+$3.37M |
NVDA, UAL, ALK, LUV, RHI
|
13F-HR |
1/17/2017, 02:50 PM |
Q3 2016 |
100 |
$2.44M |
+$799K |
-$159M |
-$158M |
QCOM, DRQ, DNOW, WOR, NOV
|
13F-HR |
11/4/2016, 03:19 PM |
Q2 2016 |
100 |
$155M |
+$46.4M |
-$64.7M |
-$18.3M |
HSY, CPRT, DG, TXN, WOR
|
13F-HR |
8/1/2016, 10:18 AM |
Q1 2016 |
100 |
$175M |
+$37M |
-$87.8M |
-$50.7M |
PPC, KORS, SAFM, VAL, MO
|
13F-HR |
5/4/2016, 12:44 PM |
Q4 2015 |
100 |
$218M |
+$110M |
-$90M |
+$19.9M |
KLAC, PPC, DPS, VRSN, TXN
|
13F-HR |
2/11/2016, 10:18 AM |
Q3 2015 |
92 |
$194M |
+$127M |
-$155M |
-$28.7M |
M, XEL, VTR, PLD, MKC
|
13F-HR |
12/24/2015, 10:30 AM |
Q2 2015 |
95 |
$230M |
+$131M |
-$103M |
+$28.3M |
HCA, VLO, IAC, FI, NKE
|
13F-HR |
12/24/2015, 10:22 AM |
Q1 2015 |
95 |
$204M |
+$140M |
-$102M |
+$38.6M |
WLK, HOT, WOOF, INTC, UNH
|
13F-HR |
12/24/2015, 10:14 AM |
Q4 2014 |
93 |
$163M |
$0 |
$0 |
|
LOW, ROST, WBA, SHW, GLW
|
13F-HR |
12/24/2015, 10:35 AM |