Q3 2024 |
578 |
$911M |
+$491M |
-$430M |
+$60.7M |
GOOG, KMX, MU, UNP, CVX
|
13F-HR |
11/14/2024, 04:00 PM |
Q2 2024 |
561 |
$816M |
+$504M |
-$426M |
+$77.4M |
MU, PYPL, WFC, BSX, GD
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
547 |
$752M |
+$488M |
-$362M |
+$126M |
MDLZ, ADM, AMZN, GOOG, ROST
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
531 |
$598M |
+$375M |
-$429M |
-$54.8M |
GOOG, PXD, MSFT, HLT, COST
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
572 |
$615M |
+$380M |
-$359M |
+$20.6M |
NKE, CSCO, KO, COST, FDX
|
Restatement |
2/22/2024, 06:04 PM |
Q2 2023 |
547 |
$616M |
+$402M |
-$269M |
+$134M |
BAC, MSFT, ABT, MDLZ, GS
|
Restatement |
2/22/2024, 06:04 PM |
Q1 2023 |
486 |
$464M |
+$268M |
-$339M |
-$70.5M |
AMZN, WMT, MDLZ, BSX, ABT
|
Restatement |
2/22/2024, 06:03 PM |
Q4 2022 |
560 |
$526M |
+$285M |
-$280M |
+$5.46M |
MDLZ, TOL, WMT, PAYX, MET
|
13F-HR |
2/14/2023, 04:04 PM |
Q3 2022 |
523 |
$483M |
+$344M |
-$113M |
+$230M |
MDLZ, PM, BAC, ADI, K
|
13F-HR |
11/14/2022, 04:01 PM |
Q2 2022 |
404 |
$261M |
+$156M |
-$140M |
+$16.1M |
WFC, AAPL, PEP, MCHP, COP
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
395 |
$267M |
+$126M |
-$227M |
-$101M |
MSFT, PM, KO, GM, BK
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
423 |
$374M |
+$273M |
-$118M |
+$154M |
FDX, MSFT, WMT, KO, EMR
|
13F-HR |
2/14/2022, 04:07 PM |
Q3 2021 |
313 |
$208M |
+$96.4M |
-$504M |
-$408M |
MSFT, UNH, BA, AIG, GOOG
|
13F-HR |
11/10/2021, 11:12 AM |
Q2 2021 |
539 |
$617M |
+$396M |
-$307M |
+$89.3M |
WMT, CAT, HON, AIG, ABBV
|
13F-HR |
8/6/2021, 12:05 PM |
Q1 2021 |
455 |
$501M |
+$402M |
-$89.9M |
+$312M |
MS, JPM, GOOG, MA, WMT
|
13F-HR |
5/13/2021, 01:55 PM |
Q4 2020 |
272 |
$177M |
+$119M |
-$125M |
-$5.67M |
V, KO, FIS, WMT, GM
|
13F-HR |
2/12/2021, 10:24 AM |
Q3 2020 |
345 |
$171M |
+$88M |
-$377M |
-$290M |
JPM, WMT, BAX, ABBV, TSN
|
13F-HR |
11/12/2020, 11:32 AM |
Q2 2020 |
531 |
$452M |
+$431M |
-$15.4M |
+$415M |
AMZN, INTU, META, SWKS, FBIN
|
13F-HR |
8/10/2020, 04:44 PM |
Q1 2020 |
121 |
$31.4M |
+$18.1M |
-$335M |
-$317M |
HLT, AMD, MRVL, SWKS, BRKB
|
13F-HR |
5/11/2020, 04:44 PM |
Q4 2019 |
531 |
$362M |
+$257M |
-$299M |
-$42.2M |
AVGO, WMT, ADBE, CAG, LEN
|
13F-HR |
2/11/2020, 06:46 PM |
Q3 2019 |
479 |
$392M |
+$332M |
-$111M |
+$221M |
INFO, AZO, MMM, MAR, TXN
|
13F-HR |
11/12/2019, 11:01 AM |
Q2 2019 |
314 |
$171M |
+$136M |
-$155M |
-$19.2M |
GIS, INFO, MKC, CSCO, DTE
|
13F-HR |
8/8/2019, 01:49 PM |
Q1 2019 |
281 |
$188M |
+$119M |
-$210M |
-$90.5M |
V, CMS, AEP, TROW, AJG
|
13F-HR |
5/13/2019, 11:03 AM |
Q4 2018 |
310 |
$264M |
+$170M |
-$312M |
-$142M |
MA, TROW, C, NTRS, JPM
|
Restatement |
5/13/2019, 11:22 AM |
Q3 2018 |
354 |
$434M |
+$275M |
-$525M |
-$250M |
CCI, BDX, STI, SO, SCHW
|
13F-HR |
11/14/2018, 10:16 AM |
Q2 2018 |
442 |
$670M |
+$491M |
-$244M |
+$248M |
UAL, STI, LMT, PG, SCHW
|
13F-HR |
8/14/2018, 02:21 PM |
Q1 2018 |
406 |
$416M |
+$318M |
-$66M |
+$252M |
BBT, BK, SCHW, STI, ABT
|
Restatement |
8/14/2018, 02:48 PM |
Q4 2017 |
293 |
$166M |
+$166M |
$0 |
+$166M |
HON, PNC, MPC, PCAR, WM
|
Restatement |
8/14/2018, 02:56 PM |
Q3 2017 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
11/14/2017, 01:14 PM |
Q2 2017 |
0 |
$0 |
$0 |
-$342M |
-$342M |
|
13F-HR |
8/14/2017, 12:56 PM |
Q1 2017 |
498 |
$342M |
+$316M |
-$47.3M |
+$269M |
BAX, CMS, HON, TXN, PCAR
|
13F-HR |
5/4/2017, 03:09 PM |
Q4 2016 |
232 |
$71.5M |
$0 |
$0 |
|
DCT, PCG, DGI, SNV, KRNY
|
13F-HR |
2/10/2017, 10:28 AM |