Q2 2024 |
214 |
$332M |
+$74.6M |
-$44.1M |
+$30.5M |
MSFT, AAPL, NVDA, GOOGL, META
|
13F-HR |
8/13/2024, 06:45 PM |
Q1 2024 |
212 |
$305M |
+$40.1M |
-$6.89M |
+$33.2M |
MSFT, AAPL, GOOGL, META, BRKB
|
13F-HR |
5/14/2024, 07:20 PM |
Q4 2023 |
175 |
$243M |
+$23.7M |
-$595K |
+$23.1M |
AAPL, MSFT, GOOGL, META, BRKB
|
13F-HR |
2/13/2024, 04:10 PM |
Q3 2023 |
216 |
$4.61M |
$0 |
$0 |
|
EXPE, QGEN, CB, KNSL, SWN
|
13F-HR |
11/8/2023, 01:34 PM |
Q2 2023 |
155 |
$198M |
+$59.3M |
-$35M |
+$24.4M |
AAPL, MSFT, BRKB, META, GILD
|
13F-HR |
8/11/2023, 03:40 PM |
Q1 2023 |
139 |
$167M |
+$51.1M |
-$43.5M |
+$7.56M |
AAPL, MSFT, BRKB, AMGN, GILD
|
13F-HR |
5/12/2023, 11:58 AM |
Q4 2022 |
129 |
$155M |
+$16.9M |
-$10.7M |
+$6.16M |
SCHV, AAPL, XLB, MSFT, GILD
|
13F-HR |
2/14/2023, 01:51 PM |
Q3 2022 |
120 |
$134M |
+$39M |
-$34M |
+$5M |
AAPL, XLB, MSFT, AMGN, BRKB
|
13F-HR |
11/10/2022, 07:37 PM |
Q2 2022 |
119 |
$138M |
+$29.6M |
-$29.1M |
+$497K |
AAPL, MSFT, AMGN, BRKB, ALL
|
13F-HR |
8/12/2022, 06:41 PM |
Q1 2022 |
131 |
$161M |
+$61.5M |
-$38.7M |
+$22.8M |
AAPL, MSFT, MOH, INTC, AMGN
|
13F-HR |
5/13/2022, 06:57 PM |
Q4 2021 |
118 |
$143M |
+$106M |
-$4.74M |
+$101M |
IWD, AAPL, MSFT, XLE, STX
|
13F-HR |
2/10/2022, 04:38 PM |
Q3 2021 |
58 |
$39.6M |
+$6.04M |
-$73.3M |
-$67.3M |
IWD, IWM, DELL, IBM, STX
|
13F-HR |
11/12/2021, 03:59 PM |
Q2 2021 |
90 |
$107M |
+$25.6M |
-$21.1M |
+$4.5M |
AAPL, MSFT, CSCO, INTC, BRKB
|
13F-HR |
8/13/2021, 07:38 PM |
Q1 2021 |
83 |
$97M |
+$11.7M |
-$21.9M |
-$10.2M |
MSFT, AAPL, STX, INTC, CSCO
|
13F-HR |
5/14/2021, 07:46 PM |
Q4 2020 |
74 |
$95.5M |
+$13.7M |
-$26.3M |
-$12.6M |
AAPL, MSFT, DVA, CSCO, INTC
|
13F-HR |
2/12/2021, 02:59 PM |
Q3 2020 |
72 |
$94.2M |
+$23.4M |
-$20.1M |
+$3.33M |
AAPL, MSFT, QCOM, BBY, BIIB
|
13F-HR |
11/16/2020, 02:09 PM |
Q2 2020 |
59 |
$91.1M |
+$13.8M |
-$28.8M |
-$15.1M |
AAPL, MSFT, LRCX, TER, BBY
|
13F-HR |
8/13/2020, 11:49 AM |
Q1 2020 |
67 |
$88.3M |
+$23.8M |
-$27.7M |
-$3.95M |
AAPL, MSFT, BIIB, SCHX, AMGN
|
13F-HR |
5/15/2020, 11:42 AM |
Q4 2019 |
75 |
$114M |
$0 |
$0 |
|
AAPL, AMGN, MSFT, BIIB, CSCO
|
13F-HR |
2/13/2020, 10:49 AM |