Q3 2024 |
140 |
$39.6M |
+$5.19M |
-$6.81M |
-$1.62M |
AAPL, MSFT, GOOGL, META, WMT
|
13F-HR |
10/29/2024, 02:42 PM |
Q2 2024 |
137 |
$39.1M |
+$4.38M |
-$5.5M |
-$1.12M |
MSFT, AAPL, GOOGL, META, WMT
|
13F-HR |
8/13/2024, 05:08 PM |
Q1 2024 |
143 |
$39.8M |
+$4.09M |
-$7.74M |
-$3.64M |
MSFT, AAPL, GOOGL, META, AVGO
|
13F-HR |
5/14/2024, 04:00 PM |
Q4 2023 |
145 |
$40.4M |
+$5.99M |
-$4.99M |
+$997K |
AAPL, MSFT, GOOGL, META, AVGO
|
13F-HR |
2/13/2024, 05:34 PM |
Q3 2023 |
129 |
$36.1M |
+$4.82M |
-$5.27M |
-$458K |
AAPL, MSFT, GOOGL, META, LLY
|
13F-HR |
11/13/2023, 04:00 PM |
Q2 2023 |
133 |
$37.8M |
+$6.42M |
-$9.31M |
-$2.89M |
AAPL, MSFT, GOOGL, META, LLY
|
13F-HR |
8/11/2023, 04:00 PM |
Q1 2023 |
134 |
$38.7M |
+$1.19M |
-$28.9M |
-$27.8M |
AAPL, MSFT, GOOGL, V, MRK
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
183 |
$66.1M |
+$1.92M |
-$25.1M |
-$23.1M |
AAPL, MSFT, GILD, CI, ORLY
|
13F-HR |
2/13/2023, 04:00 PM |
Q3 2022 |
200 |
$80.1M |
+$919K |
-$62.1M |
-$61.1M |
MCK, VRTX, GIS, GPC, CI
|
13F-HR |
11/10/2022, 04:01 PM |
Q2 2022 |
244 |
$147M |
+$6.38M |
-$98.4M |
-$92M |
MCK, CDK, ABBV, BMY, GIS
|
13F-HR |
8/12/2022, 12:00 PM |
Q1 2022 |
268 |
$264M |
+$16M |
-$37M |
-$21M |
MCK, ANET, ABBV, KBR, COR
|
13F-HR |
5/13/2022, 12:00 PM |
Q4 2021 |
288 |
$309M |
+$37.3M |
-$56M |
-$18.7M |
ANET, PFE, ICLR, AVGO, ACN
|
13F-HR |
2/11/2022, 12:00 PM |
Q3 2021 |
284 |
$300M |
+$18.4M |
-$60.6M |
-$42.2M |
INTU, ZD, ICLR, WAT, ORCL
|
13F-HR |
11/12/2021, 12:00 PM |
Q2 2021 |
276 |
$346M |
+$27.7M |
-$56.9M |
-$29.1M |
ZD, ZBRA, WAT, IDXX, INTU
|
13F-HR |
8/13/2021, 12:00 PM |
Q1 2021 |
248 |
$356M |
+$27.3M |
-$15.3M |
+$12M |
ZD, DISCA, ZBRA, STX, FFIV
|
13F-HR |
5/14/2021, 12:00 PM |
Q4 2020 |
258 |
$335M |
+$99.7M |
-$27.7M |
+$71.9M |
NUAN, LOGI, CDNS, FFIV, SNPS
|
13F-HR |
2/12/2021, 12:00 PM |
Q3 2020 |
295 |
$239M |
+$65M |
-$21.9M |
+$43.1M |
NUAN, AAPL, SNPS, RBA, DHR
|
13F-HR |
11/13/2020, 12:14 PM |
Q2 2020 |
269 |
$185M |
+$1.39M |
-$337M |
-$336M |
NUAN, AAPL, EBAY, SNPS, CTXS
|
13F-HR |
8/13/2020, 12:01 PM |
Q1 2020 |
363 |
$445M |
+$29.4M |
-$40.4M |
-$11M |
CTXS, CABO, LLY, GILD, TYL
|
13F-HR |
5/14/2020, 12:00 PM |
Q4 2019 |
445 |
$567M |
+$69M |
-$70.8M |
-$1.72M |
GPN, AAPL, CABO, BMY, LDOS
|
13F-HR |
2/13/2020, 12:00 PM |
Q3 2019 |
422 |
$536M |
+$72.5M |
-$63.3M |
+$9.18M |
GPN, FIS, HSY, TDY, CSGP
|
13F-HR |
11/13/2019, 12:00 PM |
Q2 2019 |
426 |
$521M |
+$54.4M |
-$53.4M |
+$1.02M |
DIS, FICO, TSS, SBUX, CSGP
|
13F-HR |
8/13/2019, 12:00 PM |
Q1 2019 |
434 |
$496M |
+$118M |
-$90.3M |
+$27.5M |
CI, ALSN, WU, HUM, MO
|
13F-HR |
5/14/2019, 11:05 AM |
Q4 2018 |
429 |
$425M |
+$145M |
-$114M |
+$31M |
CI, HUM, GIB, WU, ALSN
|
13F-HR |
2/13/2019, 04:30 PM |
Q3 2018 |
429 |
$448M |
+$162M |
-$164M |
-$2.59M |
HUM, GIB, ESRX, WU, GILD
|
13F-HR |
11/13/2018, 01:58 PM |
Q2 2018 |
240 |
$423M |
+$52.5M |
-$73.4M |
-$20.8M |
GIB, HUM, WU, OMC, GILD
|
13F-HR |
8/13/2018, 08:38 PM |
Q1 2018 |
54 |
$416M |
+$60.9M |
-$78.6M |
-$17.7M |
HUM, GIB, CSCO, WU, OMC
|
13F-HR |
5/9/2018, 03:43 PM |
Q4 2017 |
47 |
$425M |
+$78.1M |
-$79.4M |
-$1.32M |
CSCO, WCG, HUM, GIB, OMC
|
13F-HR |
2/13/2018, 06:43 AM |
Q3 2017 |
42 |
$407M |
+$107M |
-$97M |
+$9.94M |
HUM, WCG, CSCO, AMCX, GIB
|
13F-HR |
11/13/2017, 06:39 AM |
Q2 2017 |
48 |
$401M |
+$52.8M |
-$53M |
-$205K |
HUM, ELV, WCG, HRB, AMCX
|
13F-HR |
8/11/2017, 06:22 AM |
Q1 2017 |
51 |
$378M |
+$69.9M |
-$56.8M |
+$13M |
ELV, HUM, CA, HRB, IDCC
|
13F-HR |
5/15/2017, 12:31 PM |
Q4 2016 |
56 |
$355M |
+$92M |
-$40.6M |
+$51.4M |
IDCC, HUM, ELV, CA, GIB
|
13F-HR |
2/14/2017, 09:24 AM |
Q3 2016 |
58 |
$290M |
+$92.7M |
-$56.9M |
+$35.7M |
IDCC, GIB, HUM, ELV, CA
|
13F-HR |
11/14/2016, 08:10 AM |
Q2 2016 |
59 |
$245M |
+$42.7M |
-$27.3M |
+$15.4M |
GIB, TARO, ELV, HUM, IDCC
|
13F-HR |
8/12/2016, 09:24 AM |
Q1 2016 |
53 |
$237M |
+$45.3M |
-$30.5M |
+$14.8M |
GIB, BKE, KORS, ELV, TARO
|
13F-HR |
5/16/2016, 09:04 AM |
Q4 2015 |
51 |
$210M |
+$57.5M |
-$44.9M |
+$12.6M |
GIB, PBI, BKE, QCOM, FOXA
|
13F-HR |
2/16/2016, 06:19 AM |
Q3 2015 |
52 |
$194M |
+$57.2M |
-$38.1M |
+$19.1M |
GIB, CSCO, DLB, BKE, COH
|
13F-HR |
11/16/2015, 09:24 AM |
Q2 2015 |
46 |
$192M |
+$32M |
-$28.2M |
+$3.79M |
GIB, UNH, DLB, CSCO, MGLN
|
13F-HR |
8/14/2015, 11:01 AM |
Q1 2015 |
50 |
$195M |
+$67.9M |
-$10.7M |
+$57.2M |
UNH, ELV, MGLN, GIB, COH
|
13F-HR |
5/14/2015, 09:10 AM |
Q4 2014 |
47 |
$126M |
$0 |
$0 |
|
MGLN, ELV, UNH, RTN, GIB
|
13F-HR |
2/17/2015, 07:21 AM |