Q3 2023 |
285 |
$106M |
+$73.4M |
-$204M |
-$131M |
CRWD, BX, LVS, NTNX, NVDA
|
13F-HR |
11/14/2023, 08:29 AM |
Q2 2023 |
454 |
$240M |
+$171M |
-$119M |
+$52.3M |
HON, SNPS, GM, SBUX, LULU
|
13F-HR |
8/14/2023, 08:42 AM |
Q1 2023 |
407 |
$185M |
+$119M |
-$157M |
-$38.3M |
ABT, BLK, CB, ROK, IQV
|
13F-HR |
5/15/2023, 09:57 AM |
Q4 2022 |
434 |
$219M |
+$131M |
-$179M |
-$48M |
LHX, MSFT, CSGP, KHC, ROL
|
13F-HR |
2/14/2023, 09:38 AM |
Q3 2022 |
478 |
$257M |
+$182M |
-$138M |
+$44.4M |
MELI, GWW, BLK, BKNG, EXR
|
13F-HR |
11/14/2022, 09:15 AM |
Q2 2022 |
400 |
$218M |
+$164M |
-$105M |
+$59.2M |
GWW, ITW, KDP, HON, EXPD
|
13F-HR |
8/15/2022, 09:32 AM |
Q1 2022 |
353 |
$173M |
+$127M |
-$149M |
-$21.2M |
SHW, ITW, WAT, OXY, MSCI
|
13F-HR |
5/16/2022, 10:07 AM |
Q4 2021 |
373 |
$197M |
+$149M |
-$105M |
+$44.5M |
NDAQ, INFO, TWTR, EBAY, T
|
13F-HR |
2/14/2022, 09:49 AM |
Q3 2021 |
281 |
$150M |
+$114M |
-$75.9M |
+$37.8M |
CSCO, ROK, TT, EMR, PPG
|
13F-HR |
11/15/2021, 08:32 AM |
Q2 2021 |
235 |
$113M |
+$101M |
-$20.9M |
+$80.6M |
GOOGL, CL, ASML, ECL, APD
|
13F-HR |
8/16/2021, 09:56 AM |
Q1 2021 |
76 |
$31.2M |
+$24.2M |
-$25.5M |
-$1.35M |
JPM, IT, CERN, CB, BMY
|
13F-HR |
5/17/2021, 09:18 AM |
Q4 2020 |
96 |
$32.1M |
+$18.6M |
-$126M |
-$107M |
DHR, FMS, PLD, AMZN, ADBE
|
13F-HR |
2/16/2021, 08:31 AM |
Q3 2020 |
249 |
$135M |
+$79.9M |
-$94.7M |
-$14.9M |
AMZN, GOOGL, INTC, MSFT, CSCO
|
13F-HR |
11/16/2020, 09:27 AM |
Q2 2020 |
269 |
$150M |
+$127M |
-$24.9M |
+$102M |
MSFT, FIS, AMZN, JNJ, INTC
|
13F-HR |
8/14/2020, 09:14 AM |
Q1 2020 |
100 |
$42.8M |
+$29.8M |
-$177M |
-$147M |
AAPL, MSFT, AMGN, TTWO, MDT
|
13F-HR |
5/15/2020, 09:17 AM |
Q4 2019 |
412 |
$194M |
+$127M |
-$244M |
-$118M |
HON, SPGI, UTX, MSI, AMAT
|
13F-HR |
2/14/2020, 10:20 AM |
Q3 2019 |
1,485 |
$306M |
+$175M |
-$141M |
+$33.7M |
FITB, UNP, BKNG, MAR, CFG
|
13F-HR |
11/8/2019, 02:32 PM |
Q2 2019 |
1,429 |
$271M |
+$173M |
-$124M |
+$48.1M |
MS, LMT, HRS, FITB, NKE
|
13F-HR |
8/12/2019, 12:34 PM |
Q1 2019 |
1,429 |
$219M |
+$147M |
-$109M |
+$38.3M |
MDT, AME, JNJ, WMT, GRMN
|
13F-HR |
4/29/2019, 04:31 PM |
Q4 2018 |
1,305 |
$167M |
$0 |
$0 |
|
SRE, FHN, COF, ES, MS
|
13F-HR |
1/28/2019, 04:32 PM |