| Q4 2025 |
397 |
$1,763,899,856 |
+$141,234,797 |
-$157,627,574 |
-$16,392,777 |
NVDA, AAPL, MSFT, GOOGL, AVGO
|
13F-HR |
09 Feb 2026, 16:07 |
| Q3 2025 |
378 |
$1,745,805,869 |
+$188,934,741 |
-$202,957,610 |
-$14,022,869 |
NVDA, MSFT, AAPL, AVGO, META
|
13F-HR |
03 Nov 2025, 16:38 |
| Q2 2025 |
368 |
$1,650,000,791 |
+$195,166,574 |
-$134,100,581 |
+$61,065,993 |
MSFT, NVDA, AAPL, META, JPM
|
13F-HR |
22 Jul 2025, 15:15 |
| Q1 2025 |
361 |
$1,452,190,070 |
+$208,492,710 |
-$219,127,522 |
-$10,634,812 |
MSFT, AAPL, NVDA, META, BRKB
|
13F-HR |
07 May 2025, 10:15 |
| Q4 2024 |
380 |
$1,515,198,609 |
+$123,418,289 |
-$116,324,174 |
+$7,094,115 |
AAPL, MSFT, NVDA, XOM, META
|
13F-HR |
11 Feb 2025, 12:47 |
| Q3 2024 |
392 |
$1,511,531,186 |
+$198,060,115 |
-$327,563,136 |
-$129,503,021 |
MSFT, AAPL, NVDA, XOM, META
|
13F-HR |
12 Nov 2024, 11:39 |
| Q2 2024 |
403 |
$1,532,384,388 |
+$303,679,999 |
-$119,683,478 |
+$183,996,521 |
MSFT, AAPL, NVDA, XOM, GOOGL
|
13F-HR |
30 Jul 2024, 14:33 |
| Q1 2024 |
366 |
$1,381,610,195 |
+$175,677,445 |
-$500,126,041 |
-$324,448,596 |
MSFT, AAPL, NVDA, META, BRKB
|
13F-HR |
10 May 2024, 10:55 |
| Q4 2023 |
372 |
$1,554,488,839 |
+$414,553,674 |
-$78,446,767 |
+$336,106,907 |
MSFT, AAPL, NVDA, GOOGL, META
|
13F-HR |
31 Jan 2024, 14:40 |
| Q3 2023 |
374 |
$1,094,911,344 |
+$118,551,311 |
-$100,240,182 |
+$18,311,129 |
MSFT, AAPL, GOOGL, NVDA, BRKB
|
13F-HR |
01 Nov 2023, 15:25 |
| Q2 2023 |
372 |
$1,113,297,809 |
+$103,806,099 |
-$88,496,960 |
+$15,309,139 |
AAPL, MSFT, GOOGL, META, BRKB
|
13F-HR |
31 Jul 2023, 17:57 |
| Q1 2023 |
361 |
$1,015,238,228 |
+$109,332,153 |
-$114,194,589 |
-$4,862,436 |
AAPL, MSFT, GOOGL, BRKB, KOCG
|
13F-HR |
01 May 2023, 10:27 |
| Q4 2022 |
344 |
$964,083,240 |
+$73,506,210 |
-$160,013,003 |
-$86,506,793 |
MSFT, AAPL, GOOGL, KOCG, LLY
|
13F-HR |
31 Jan 2023, 11:04 |
| Q3 2022 |
314 |
$980,491,000 |
+$133,707,808 |
-$71,767,672 |
+$61,940,136 |
AAPL, MSFT, GOOGL, AMGN, KOCG
|
13F-HR |
10 Nov 2022, 13:12 |
| Q2 2022 |
318 |
$1,002,206,000 |
+$109,555,358 |
-$81,629,299 |
+$27,926,059 |
MSFT, AAPL, GOOGL, AMGN, KOCG
|
13F-HR |
12 Aug 2022, 15:03 |
| Q1 2022 |
313 |
$1,171,613,000 |
+$111,758,412 |
-$94,456,128 |
+$17,302,284 |
MSFT, AAPL, GOOGL, KOCG, BRKB
|
13F-HR |
16 May 2022, 11:31 |
| Q4 2021 |
315 |
$1,237,249,000 |
+$132,896,606 |
-$94,538,930 |
+$38,357,676 |
MSFT, AAPL, GOOGL, META, KOCG
|
13F-HR |
11 Feb 2022, 15:36 |
| Q3 2021 |
304 |
$1,117,421,000 |
+$128,784,309 |
-$93,997,508 |
+$34,786,801 |
MSFT, GOOGL, AAPL, META, KOCG
|
13F-HR |
10 Nov 2021, 13:02 |
| Q2 2021 |
300 |
$1,084,794,000 |
+$170,581,201 |
-$173,739,483 |
-$3,158,282 |
MSFT, GOOGL, AAPL, META, TGT
|
13F-HR |
12 Aug 2021, 12:52 |
| Q1 2021 |
321 |
$1,021,437,000 |
+$155,573,456 |
-$156,770,063 |
-$1,196,607 |
MSFT, AAPL, GOOGL, META, ABT
|
13F-HR |
14 May 2021, 21:30 |
| Q4 2020 |
319 |
$940,573,000 |
+$146,623,754 |
-$141,325,565 |
+$5,298,189 |
AAPL, MSFT, META, GOOGL, PEP
|
13F-HR |
16 Feb 2021, 15:48 |
| Q3 2020 |
308 |
$807,385,000 |
+$106,084,432 |
-$140,806,113 |
-$34,721,681 |
MSFT, AAPL, META, GOOGL, PEP
|
13F-HR |
13 Nov 2020, 12:23 |
| Q2 2020 |
320 |
$815,423,000 |
+$175,354,142 |
-$294,970,888 |
-$119,616,746 |
MSFT, AAPL, META, GOOGL, PEP
|
13F-HR |
14 Aug 2020, 11:10 |
| Q1 2020 |
360 |
$791,462,000 |
+$147,257,471 |
-$237,170,104 |
-$89,912,633 |
MSFT, AAPL, AMZN, META, GOOGL
|
13F-HR |
15 May 2020, 11:01 |
| Q4 2019 |
390 |
$1,132,817,000 |
+$888,697,555 |
-$30,492,391 |
+$858,205,164 |
MSFT, AAPL, GOOGL, JPM, META
|
13F-HR |
14 Feb 2020, 11:05 |
| Q3 2019 |
136 |
$261,582,000 |
+$25,927,020 |
-$22,897,299 |
+$3,029,721 |
WFC, JPM, MSFT, MDT, AIG
|
13F-HR |
14 Nov 2019, 14:48 |
| Q2 2019 |
139 |
$252,610,000 |
+$26,273,419 |
-$27,132,282 |
-$858,863 |
MSFT, JPM, WFC, MDT, TSN
|
13F-HR |
13 Aug 2019, 15:27 |
| Q1 2019 |
133 |
$247,669,000 |
+$22,697,537 |
-$16,575,599 |
+$6,121,938 |
MSFT, JPM, WFC, CSCO, TTE
|
13F-HR |
14 May 2019, 09:40 |
| Q4 2018 |
135 |
$218,426,000 |
+$16,343,471 |
-$13,296,703 |
+$3,046,768 |
MSFT, JPM, WFC, MDT, TTE
|
13F-HR |
14 Feb 2019, 11:56 |
| Q3 2018 |
137 |
$248,383,000 |
+$39,971,435 |
-$5,149,545 |
+$34,821,890 |
MSFT, JPM, WFC, MDT, TTE
|
13F-HR |
14 Nov 2018, 12:54 |
| Q2 2018 |
88 |
$206,055,000 |
+$10,533,026 |
-$26,996,335 |
-$16,463,309 |
JPM, MSFT, WFC, TTE, XOM
|
13F-HR |
13 Aug 2018, 14:09 |
| Q1 2018 |
87 |
$219,414,000 |
+$73,396,771 |
-$4,817,321 |
+$68,579,450 |
JPM, MSFT, WFC, TTE, MS
|
13F-HR |
14 May 2018, 09:53 |
| Q4 2017 |
86 |
$154,913,000 |
+$8,693,036 |
-$9,849,678 |
-$1,156,642 |
JPM, MSFT, WFC, TTE, TSN
|
13F-HR |
13 Feb 2018, 09:43 |
| Q3 2017 |
89 |
$148,305,000 |
+$12,540,857 |
-$13,051,325 |
-$510,468 |
JPM, MSFT, WFC, PCG, TTE
|
13F-HR |
09 Nov 2017, 09:35 |
| Q2 2017 |
88 |
$144,479,000 |
+$12,424,456 |
-$12,608,183 |
-$183,727 |
JPM, PCG, WFC, MSFT, TTE
|
13F-HR |
08 Aug 2017, 10:55 |
| Q1 2017 |
91 |
$141,551,000 |
$0 |
$0 |
$0 |
JPM, PCG, WFC, MSFT, MS
|
Restatement |
15 May 2017, 16:30 |
| Q4 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
13 Feb 2017, 15:25 |
| Q3 2016 |
0 |
|
|
|
$0 |
|
13F-NT |
14 Nov 2016, 09:29 |