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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 148 | $573M | +$12.3M | -$12.3M | -$25.1K | MSFT, AAPL, GOOGL, JPM, VGSH | 13F-HR | 11/13/2025, 01:48 PM |
| Q2 2025 | 148 | $546M | +$15.9M | -$29.4M | -$13.5M | MSFT, AAPL, JPM, VGSH, BILS | 13F-HR | 8/14/2025, 04:12 PM |
| Q1 2025 | 146 | $525M | +$13.3M | -$16.6M | -$3.27M | AAPL, MSFT, JPM, BILS, SPGI | 13F-HR | 5/7/2025, 12:05 PM |
| Q4 2024 | 147 | $541M | +$10.5M | -$13M | -$2.5M | AAPL, MSFT, GOOGL, JPM, SPGI | 13F-HR | 2/14/2025, 04:19 PM |
| Q3 2024 | 150 | $531M | +$11.9M | -$17.4M | -$5.49M | AAPL, MSFT, SPGI, ORCL, JPM | 13F-HR | 11/5/2024, 08:34 PM |
| Q2 2024 | 147 | $511M | +$20M | -$15M | +$4.96M | MSFT, AAPL, GOOGL, SPGI, JPM | 13F-HR | 8/12/2024, 01:03 PM |
| Q1 2024 | 146 | $505M | +$30.2M | -$14M | +$16.2M | MSFT, AAPL, SYK, JPM, SPGI | 13F-HR | 5/10/2024, 03:45 PM |
| Q4 2023 | 140 | $454M | +$19.3M | -$14.2M | +$5.14M | MSFT, AAPL, SPGI, GOOGL, JPM | 13F-HR | 2/12/2024, 01:08 PM |
| Q3 2023 | 135 | $414M | +$14.7M | -$17.3M | -$2.64M | MSFT, AAPL, SPGI, GOOGL, SYK | 13F-HR | 11/14/2023, 03:25 PM |
| Q2 2023 | 137 | $432M | +$22.6M | -$25.2M | -$2.61M | AAPL, MSFT, SPGI, SYK, ORCL | 13F-HR | 8/11/2023, 07:10 PM |
| Q1 2023 | 142 | $409M | +$35.9M | -$26M | +$9.97M | AAPL, MSFT, SYK, SPGI, PEP | 13F-HR | 5/10/2023, 08:09 PM |
| Q4 2022 | 138 | $384M | +$4.5M | -$7.02M | -$2.53M | BIL, AAPL, MSFT, SPGI, PEP | 13F-HR | 1/30/2023, 01:15 PM |
| Q3 2022 | 136 | $351M | +$31.7M | -$17.4M | +$14.3M | BIL, AAPL, MSFT, PEP, SPGI | 13F-HR | 11/14/2022, 01:22 PM |
| Q2 2022 | 137 | $366M | +$18.1M | -$25.3M | -$7.21M | AAPL, MSFT, BIL, SPGI, PEP | 13F-HR | 8/10/2022, 06:07 PM |
| Q1 2022 | 137 | $430M | +$14.8M | -$9.02M | +$5.82M | AAPL, MSFT, SPGI, BRKB, SYK | 13F-HR | 5/12/2022, 10:47 AM |
| Q4 2021 | 140 | $433M | +$8.07M | -$7.13M | +$939K | AAPL, MSFT, SPGI, GOOGL, SYK | 13F-HR | 2/11/2022, 06:26 PM |
| Q3 2021 | 136 | $406M | +$10.3M | -$6.94M | +$3.41M | AAPL, MSFT, SPGI, SYK, JPM | 13F-HR | 11/12/2021, 09:08 AM |
| Q2 2021 | 139 | $402M | +$5.55M | -$41.5M | -$36M | AAPL, MSFT, SPGI, DIS, SYK | 13F-HR | 8/6/2021, 01:18 PM |
| Q1 2021 | 149 | $414M | +$25.3M | -$12.8M | +$12.5M | AAPL, MSFT, MINT, SPGI, DIS | 13F-HR | 5/13/2021, 03:12 PM |
| Q4 2020 | 146 | $383M | +$22.2M | -$11.2M | +$11M | AAPL, MSFT, DIS, SPGI, SYK | 13F-HR | 2/12/2021, 02:53 PM |
| Q3 2020 | 137 | $335M | +$31.7M | -$11.6M | +$20.1M | AAPL, MSFT, SPGI, SYK, V | 13F-HR | 11/13/2020, 12:25 PM |
| Q2 2020 | 126 | $314M | +$36.1M | -$21.4M | +$14.7M | AAPL, MSFT, SPGI, V, BIL | 13F-HR | 8/14/2020, 02:15 PM |
| Q1 2020 | 117 | $257M | +$22.3M | -$34.2M | -$11.9M | MSFT, AAPL, SPGI, V, BSV | 13F-HR | 5/13/2020, 11:00 AM |
| Q4 2019 | 124 | $327M | +$6.6M | -$6.51M | +$98.1K | AAPL, MSFT, SPGI, DIS, MINT | 13F-HR | 2/14/2020, 12:57 PM |
| Q3 2019 | 121 | $303M | +$7.62M | -$9.91M | -$2.28M | MSFT, AAPL, SPGI, SYK, MINT | 13F-HR | 11/8/2019, 06:01 PM |
| Q2 2019 | 128 | $303M | +$8.05M | -$6.46M | +$1.59M | MSFT, DIS, SPGI, SYK, MINT | 13F-HR | 8/15/2019, 11:55 AM |
| Q1 2019 | 128 | $290M | +$10.7M | -$13.3M | -$2.6M | MSFT, SPGI, MINT, SYK, AAPL | 13F-HR | 5/8/2019, 04:20 PM |
| Q4 2018 | 128 | $263M | +$16.8M | -$10.6M | +$6.16M | MINT, MSFT, DIS, SPGI, SYK | 13F-HR | 2/14/2019, 07:34 PM |
| Q3 2018 | 129 | $293M | +$5.99M | -$5.23M | +$764K | AAPL, MSFT, MINT, DIS, V | 13F-HR | 11/9/2018, 05:17 PM |
| Q2 2018 | 127 | $272M | +$20.2M | -$22.9M | -$2.63M | MINT, MSFT, AAPL, SPGI, SYK | 13F-HR | 8/14/2018, 02:38 PM |
| Q1 2018 | 129 | $269M | +$7.4M | -$9M | -$1.6M | MINT, MSFT, SPGI, AAPL, SYK | 13F-HR | 5/14/2018, 04:15 PM |
| Q4 2017 | 131 | $270M | +$4.15M | -$23.6M | -$19.4M | MINT, MSFT, DIS, AAPL, SPGI | 13F-HR | 2/13/2018, 04:39 PM |
| Q3 2017 | 142 | $276M | +$6.67M | -$7.68M | -$1.01M | MINT, MSFT, DIS, AAPL, SPGI | 13F-HR | 11/13/2017, 10:45 AM |
| Q2 2017 | 142 | $267M | +$10M | -$8.51M | +$1.5M | MINT, DIS, MSFT, SPGI, SYK | 13F-HR | 7/31/2017, 05:00 PM |
| Q1 2017 | 149 | $261M | +$8.53M | -$8.23M | +$295K | MINT, DIS, MSFT, AAPL, SYK | 13F-HR | 5/11/2017, 05:28 PM |
| Q4 2016 | 147 | $247M | +$20.1M | -$12.1M | +$8.01M | MINT, DIS, MSFT, SYK, AAPL | 13F-HR | 2/1/2017, 03:04 PM |
| Q3 2016 | 142 | $235M | +$7.97M | -$4.19M | +$3.78M | MINT, DIS, MSFT, SPGI, BDX | 13F-HR | 11/2/2016, 03:59 PM |
| Q2 2016 | 134 | $223M | +$23M | -$12M | +$11M | MINT, DIS, SYK, PJP, MSFT | 13F-HR | 8/1/2016, 05:57 PM |
| Q1 2016 | 124 | $208M | +$19.7M | -$14.5M | +$5.23M | MINT, DIS, MSFT, PJP, SYK | 13F-HR | 5/10/2016, 03:25 PM |
| Q4 2015 | 120 | $201M | +$16.2M | -$8.96M | +$7.22M | MINT, PJP, DIS, HD, MSFT | 13F-HR | 2/12/2016, 03:47 PM |
| Q3 2015 | 116 | $185M | +$25M | -$12.4M | +$12.5M | MINT, PJP, DIS, HD, MSFT | 13F-HR | 11/12/2015, 06:41 PM |
| Q2 2015 | 120 | $188M | +$19.5M | -$30.6M | -$11.1M | PJP, DIS, HD, MSFT, AAPL | 13F-HR | 8/14/2015, 05:05 PM |
| Q1 2015 | 118 | $199M | +$23.8M | -$10.7M | +$13.1M | PJP, MINT, DIS, IWM, HD | 13F-HR | 5/15/2015, 03:08 PM |
| Q4 2014 | 112 | $187M | $0 | $0 | MINT, DIS, PJP, HD, QQQ | 13F-HR | 2/13/2015, 06:29 PM |