Q3 2024 |
68 |
$90.5M |
$0 |
$0 |
|
ABBV, AMZN, CCL, FTNT, AKAM
|
13F-HR |
11/4/2024, 10:58 AM |
Q2 2024 |
286 |
$641M |
+$215M |
-$132M |
+$82.6M |
NVDA, AVGO, MSFT, AAPL, AMZN
|
13F-HR |
8/6/2024, 11:06 AM |
Q1 2024 |
109 |
$207M |
$0 |
$0 |
|
OKE, CVX, WMB, UNH, PEP
|
13F-HR |
4/18/2024, 09:16 AM |
Q4 2023 |
109 |
$457K |
+$15.4K |
-$433M |
-$433M |
NVDA, MSFT, AAPL, AVGO, OKE
|
13F-HR |
1/29/2024, 04:50 PM |
Q3 2023 |
111 |
$393M |
+$58.1M |
-$75M |
-$16.8M |
NVDA, MSFT, AAPL, AVGO, OKE
|
13F-HR |
11/7/2023, 11:46 AM |
Q1 2023 |
103 |
$386M |
+$48M |
-$125M |
-$77.4M |
NVDA, MSFT, AAPL, AVGO, OKE
|
13F-HR |
5/15/2023, 08:52 AM |
Q4 2022 |
174 |
$443M |
+$56.8M |
-$30M |
+$26.8M |
MSFT, AAPL, OKE, CVX, NVDA
|
13F-HR |
2/6/2023, 11:34 AM |
Q3 2022 |
147 |
$385M |
+$44.4M |
-$56.8M |
-$12.4M |
AAPL, MSFT, HRB, VZ, NVDA
|
13F-HR |
10/31/2022, 06:55 AM |
Q2 2022 |
155 |
$434M |
+$63.5M |
-$79M |
-$15.6M |
MSFT, AAPL, VZ, NVDA, UNH
|
13F-HR |
8/15/2022, 07:06 PM |
Q1 2022 |
171 |
$522M |
+$87.9M |
-$105M |
-$16.9M |
NVDA, MSFT, AAPL, CVX, UPS
|
13F-HR |
5/16/2022, 11:23 AM |
Q4 2021 |
192 |
$565M |
+$63.1M |
-$70.7M |
-$7.61M |
NVDA, MSFT, AAPL, TGT, DHR
|
13F-HR |
2/22/2022, 09:11 AM |
Q3 2021 |
431 |
$519M |
+$65.9M |
-$27.7M |
+$38.2M |
MSFT, NVDA, AAPL, TGT, VZ
|
13F-HR |
11/12/2021, 02:40 PM |
Q2 2021 |
182 |
$500M |
+$125M |
-$58.5M |
+$66.5M |
MSFT, NVDA, AAPL, TGT, VZ
|
13F-HR |
8/20/2021, 04:35 PM |
Q1 2021 |
111 |
$405M |
+$83.2M |
-$71.5M |
+$11.7M |
MSFT, AAPL, VZ, NVDA, TGT
|
13F-HR |
5/5/2021, 12:46 PM |
Q4 2020 |
101 |
$383M |
+$48.2M |
-$25.7M |
+$22.5M |
AAPL, MSFT, NVDA, VZ, QCOM
|
13F-HR |
1/22/2021, 04:46 PM |
Q3 2020 |
95 |
$345M |
+$45M |
-$29M |
+$16M |
MSFT, AAPL, VZ, NVDA, HD
|
13F-HR |
10/23/2020, 11:39 AM |
Q2 2020 |
98 |
$311M |
+$57.7M |
-$40.3M |
+$17.4M |
MSFT, AAPL, VZ, HD, NVDA
|
13F-HR |
8/14/2020, 01:51 PM |
Q1 2020 |
91 |
$257M |
+$61.8M |
-$90.5M |
-$28.7M |
MSFT, VZ, AAPL, T, CMCSA
|
13F-HR |
5/4/2020, 08:54 PM |
Q4 2019 |
100 |
$326M |
+$46.7M |
-$37.5M |
+$9.18M |
MSFT, VZ, AAPL, JPM, TXN
|
13F-HR |
1/23/2020, 09:01 PM |
Q3 2019 |
93 |
$301M |
+$33.9M |
-$87.2M |
-$53.3M |
MSFT, VZ, MINT, HD, JPM
|
13F-HR |
11/12/2019, 04:57 PM |
Q2 2019 |
379 |
$345M |
+$77.4M |
-$25.1M |
+$52.3M |
MSFT, VZ, MINT, CSCO, USMV
|
13F-HR |
7/30/2019, 01:41 PM |
Q1 2019 |
98 |
$285M |
+$108M |
-$61.6M |
+$46.8M |
MINT, MSFT, VZ, CSCO, NEE
|
13F-HR |
4/30/2019, 06:04 PM |
Q4 2018 |
72 |
$219M |
+$66M |
-$99.9M |
-$33.9M |
MINT, VZ, MSFT, UNH, CSCO
|
13F-HR |
2/1/2019, 12:40 PM |
Q3 2018 |
89 |
$279M |
+$48.5M |
-$40.9M |
+$7.6M |
MSFT, VZ, NVDA, V, UNH
|
13F-HR |
10/5/2018, 06:41 PM |
Q2 2018 |
86 |
$244M |
+$4.47M |
-$1.61M |
+$2.86M |
MSFT, VZ, T, UNH, NVDA
|
13F-HR |
9/24/2018, 04:04 PM |
Q1 2018 |
84 |
$246M |
+$81.5M |
-$52.6M |
+$28.9M |
MSFT, VZ, T, UNH, NVDA
|
13F-HR |
6/13/2018, 12:15 PM |
Q4 2017 |
89 |
$226M |
+$22M |
-$81.6M |
-$59.5M |
MSFT, VZ, T, NVDA, UNH
|
13F-HR |
2/12/2018, 05:35 PM |
Q3 2017 |
143 |
$270M |
+$13.7M |
-$13.6M |
+$104K |
VZ, MSFT, T, UNH, NVDA
|
13F-HR |
11/13/2017, 02:05 PM |
Q2 2017 |
130 |
$254M |
+$92.4M |
-$7.17M |
+$85.2M |
VZ, T, MSFT, UNH, NVDA
|
Restatement |
8/14/2017, 01:47 PM |
Q1 2017 |
76 |
$162M |
+$27.5M |
-$75.2M |
-$47.7M |
VZ, T, MSFT, UNH, V
|
13F-HR |
5/24/2017, 06:39 PM |
Q4 2016 |
452 |
$208M |
+$69.3M |
-$46.7M |
+$22.7M |
VZ, T, MSFT, MINT, UNH
|
13F-HR |
3/24/2017, 11:48 AM |
Q3 2016 |
115 |
$181M |
$0 |
$0 |
|
T, VZ, MSFT, PFF, UNH
|
13F-HR |
11/7/2016, 02:10 PM |