| Q2 2024 |
465 |
$240M |
+$198M |
-$87.9M |
+$110M |
MA, WMT, BAC, PG, PSX
|
13F-HR |
8/14/2024, 12:08 PM |
| Q1 2024 |
355 |
$132M |
+$95.4M |
-$99.4M |
-$4M |
INTU, HWM, V, WEN, UPS
|
13F-HR |
5/15/2024, 02:46 PM |
| Q4 2023 |
347 |
$132M |
+$95.3M |
-$111M |
-$15.7M |
RL, FIVE, SBUX, HUM, EFX
|
13F-HR |
2/14/2024, 01:27 PM |
| Q3 2023 |
369 |
$143M |
+$100M |
-$139M |
-$38.9M |
MCD, AAPL, AXP, ADBE, HAS
|
13F-HR |
11/14/2023, 12:44 PM |
| Q2 2023 |
428 |
$185M |
+$142M |
-$124M |
+$18.4M |
SKX, GPC, DECK, ORLY, ELF
|
13F-HR |
8/14/2023, 09:54 AM |
| Q1 2023 |
403 |
$164M |
+$122M |
-$104M |
+$18M |
GWW, CVS, GPC, LSI, ED
|
13F-HR |
5/15/2023, 09:37 AM |
| Q4 2022 |
350 |
$143M |
+$116M |
-$73.3M |
+$42.6M |
PG, CVS, CAG, LHX, GOOGL
|
13F-HR |
2/14/2023, 06:44 PM |
| Q3 2022 |
292 |
$97.6M |
+$75.7M |
-$65.7M |
+$9.96M |
HLT, GWW, MAR, DECK, NKE
|
13F-HR |
11/29/2022, 03:32 PM |
| Q2 2022 |
288 |
$89.9M |
+$74.4M |
-$61.4M |
+$12.9M |
PGR, FE, ROL, REXR, TSCO
|
13F-HR |
8/12/2022, 09:45 AM |
| Q1 2022 |
251 |
$81.3M |
+$65.7M |
-$85.5M |
-$19.8M |
VZ, UDR, TRIP, O, KMB
|
13F-HR |
5/13/2022, 09:31 AM |
| Q4 2021 |
287 |
$103M |
+$78.1M |
-$71.6M |
+$6.55M |
GWW, FIVE, BKNG, BOOT, JPM
|
13F-HR |
2/10/2022, 04:04 PM |
| Q3 2021 |
296 |
$95.9M |
+$64.8M |
-$232M |
-$168M |
CSCO, GOOG, BKNG, HAS, JCI
|
13F-HR |
11/12/2021, 09:16 AM |
| Q2 2021 |
577 |
$265M |
+$197M |
-$257M |
-$59.8M |
CMCSA, SYK, EBAY, LVS, FLT
|
13F-HR |
8/11/2021, 07:00 PM |
| Q1 2021 |
638 |
$321M |
+$243M |
-$224M |
+$19.3M |
MDT, GOOG, EL, ZTS, NEE
|
13F-HR |
5/17/2021, 11:51 AM |
| Q4 2020 |
582 |
$292M |
$0 |
$0 |
|
AWK, D, MCD, APD, BSX
|
13F-HR |
2/12/2021, 02:13 PM |