| Q2 2024 |
65 |
$243M |
+$49.8M |
-$34.6M |
+$15.2M |
NVDA, AAPL, GOOGL, AMZN, MSFT
|
13F-HR |
7/22/2024, 04:23 PM |
| Q1 2024 |
66 |
$227M |
+$38.1M |
-$25.3M |
+$12.9M |
META, UBER, NVDA, MSFT, AVGO
|
13F-HR |
4/30/2024, 02:08 PM |
| Q4 2023 |
71 |
$181M |
+$45.5M |
-$34M |
+$11.5M |
UBER, META, MSFT, AVGO, NVDA
|
13F-HR |
1/31/2024, 05:29 PM |
| Q3 2023 |
62 |
$151M |
+$32.3M |
-$37.7M |
-$5.48M |
META, GOOGL, UBER, NVDA, IVV
|
13F-HR |
10/25/2023, 01:48 PM |
| Q2 2023 |
73 |
$153M |
+$59M |
-$24.8M |
+$34.2M |
MSFT, IVV, NVDA, UBER, PEP
|
13F-HR |
8/3/2023, 04:13 PM |
| Q1 2023 |
60 |
$116M |
+$40.5M |
-$28.5M |
+$12M |
PEP, IVV, MRK, META, MA
|
13F-HR |
4/26/2023, 04:47 PM |
| Q4 2022 |
54 |
$106M |
+$20.9M |
-$12.2M |
+$8.63M |
PEP, MRK, LMT, IVV, ELV
|
13F-HR |
1/23/2023, 04:27 PM |
| Q3 2022 |
55 |
$86.9M |
+$26.9M |
-$27.2M |
-$271K |
PEP, LMT, ELV, CVX, LNG
|
13F-HR |
10/31/2022, 04:00 PM |
| Q2 2022 |
53 |
$97.3M |
+$17.8M |
-$68.1M |
-$50.3M |
LMT, CVX, IBM, ELV, PEP
|
13F-HR |
7/25/2022, 12:10 PM |
| Q1 2022 |
74 |
$162M |
+$65.1M |
-$101M |
-$36.4M |
GOOGL, BRKB, CVX, MSFT, VYM
|
13F-HR |
5/3/2022, 03:22 PM |
| Q4 2021 |
94 |
$201M |
+$53.2M |
-$64.7M |
-$11.5M |
QUAL, GOOGL, MSFT, AMZN, ABT
|
13F-HR |
1/31/2022, 03:59 PM |
| Q3 2021 |
85 |
$203M |
+$55.5M |
-$71.2M |
-$15.7M |
GOOGL, MSFT, META, NFLX, SBUX
|
13F-HR |
10/18/2021, 08:40 AM |
| Q2 2021 |
92 |
$219M |
+$39.9M |
-$28.4M |
+$11.5M |
AMZN, GOOGL, MSFT, META, NKE
|
13F-HR |
8/6/2021, 10:56 AM |
| Q1 2021 |
77 |
$193M |
+$56.8M |
-$55.9M |
+$831K |
AMZN, CAT, IEMG, MSFT, GOOGL
|
13F-HR |
5/5/2021, 10:48 AM |
| Q4 2020 |
92 |
$189M |
+$61.1M |
-$46.7M |
+$14.4M |
AMZN, QCOM, NKE, TIP, SBUX
|
13F-HR |
2/1/2021, 06:36 AM |
| Q3 2020 |
81 |
$164M |
+$37M |
-$28.4M |
+$8.58M |
AMZN, NKE, ABT, NFLX, BABA
|
13F-HR |
10/28/2020, 03:14 PM |
| Q2 2020 |
78 |
$143M |
+$67.2M |
-$12.4M |
+$54.9M |
AMZN, ABT, LLY, MSFT, NFLX
|
13F-HR |
7/20/2020, 03:44 PM |
| Q1 2020 |
48 |
$70.3M |
+$19M |
-$83M |
-$64.1M |
AMZN, GOOGL, ABT, MSFT, LLY
|
13F-HR |
4/27/2020, 02:12 PM |
| Q4 2019 |
67 |
$145M |
+$21.2M |
-$11.4M |
+$9.87M |
FDRR, VYM, DIS, GOOGL, GLD
|
13F-HR |
2/4/2020, 02:57 PM |
| Q3 2019 |
69 |
$128M |
+$27.2M |
-$24.7M |
+$2.57M |
FDRR, GLD, DIS, DG, GOOGL
|
13F-HR |
11/6/2019, 03:32 PM |
| Q2 2019 |
63 |
$124M |
+$21.2M |
-$20M |
+$1.23M |
FDRR, DIS, SBUX, AMZN, DG
|
13F-HR |
7/31/2019, 05:27 PM |
| Q1 2019 |
62 |
$117M |
+$37.7M |
-$16.9M |
+$20.7M |
FDRR, GOOGL, SBUX, NKE, XLNX
|
13F-HR |
5/10/2019, 05:16 PM |
| Q4 2018 |
57 |
$86.5M |
+$19.9M |
-$50.3M |
-$30.4M |
GOOGL, DIS, NKE, JPM, DG
|
13F-HR |
1/30/2019, 11:39 AM |
| Q3 2018 |
86 |
$130M |
+$22.4M |
-$26.5M |
-$4.03M |
C, BDX, GOOGL, NKE, PANW
|
13F-HR |
10/23/2018, 05:27 PM |
| Q2 2018 |
85 |
$126M |
+$26.6M |
-$24.7M |
+$1.91M |
IEMG, C, BKLN, PANW, GOOGL
|
13F-HR |
8/9/2018, 11:52 AM |
| Q1 2018 |
76 |
$121M |
+$13.9M |
-$25.1M |
-$11.2M |
IEMG, VEU, BKLN, C, CAT
|
13F-HR |
5/8/2018, 09:39 AM |
| Q4 2017 |
84 |
$133M |
+$16.9M |
-$17.2M |
-$217K |
C, IEMG, CAT, GOOGL, BKLN
|
13F-HR |
2/8/2018, 02:00 PM |
| Q3 2017 |
88 |
$127M |
$0 |
$0 |
|
C, BKLN, BABA, DWDP, CELG
|
13F-HR |
11/8/2017, 11:06 AM |
| Q2 2016 |
79 |
$47.2M |
$0 |
$0 |
|
BKLN, IEMG, BDX, DVY, KHC
|
13F-HR |
7/31/2017, 06:30 PM |