Q3 2024 |
15 |
$211M |
+$92.6K |
-$8.67M |
-$8.57M |
AMAT, LRCX, AAPL, MSFT, WFC
|
13F-HR |
10/17/2024, 04:42 PM |
Q2 2024 |
15 |
$232M |
+$6.26M |
-$4.01M |
+$2.25M |
AMAT, LRCX, AAPL, MSFT, WFC
|
13F-HR |
7/25/2024, 04:19 PM |
Q1 2024 |
15 |
$218M |
$0 |
-$6.35M |
-$6.35M |
AMAT, LRCX, MSFT, AAPL, WFC
|
13F-HR |
4/18/2024, 11:34 AM |
Q4 2023 |
15 |
$202M |
+$740K |
-$645K |
+$95.2K |
AMAT, LRCX, AAPL, MSFT, WFC
|
13F-HR |
1/17/2024, 03:02 PM |
Q3 2023 |
15 |
$173M |
+$1.58M |
-$5.37M |
-$3.8M |
AMAT, LRCX, AAPL, MSFT, CSCO
|
13F-HR |
11/7/2023, 04:12 PM |
Q2 2023 |
15 |
$187M |
$0 |
-$18.7M |
-$18.7M |
AMAT, LRCX, AAPL, MSFT, WFC
|
13F-HR |
7/13/2023, 09:08 AM |
Q1 2023 |
15 |
$182M |
+$682K |
-$928K |
-$246K |
AMAT, LRCX, AAPL, MSFT, CSCO
|
13F-HR |
4/17/2023, 04:07 PM |
Q4 2022 |
15 |
$157M |
+$1.49M |
-$2.68M |
-$1.19M |
AMAT, LRCX, AAPL, WFC, CSCO
|
13F-HR |
1/17/2023, 10:28 AM |
Q3 2022 |
15 |
$143M |
+$2.08M |
-$5.16M |
-$3.07M |
AMAT, LRCX, AAPL, WFC, MSFT
|
13F-HR |
10/14/2022, 02:52 PM |
Q2 2022 |
15 |
$163M |
+$6.14M |
-$7.12M |
-$979K |
AMAT, LRCX, AAPL, MSFT, INTC
|
13F-HR |
7/26/2022, 11:46 AM |
Q1 2022 |
15 |
$208M |
+$3.21M |
$0 |
+$3.21M |
AMAT, LRCX, AAPL, INTC, MSFT
|
13F-HR |
5/6/2022, 05:12 PM |
Q4 2021 |
15 |
$226M |
+$4.49M |
-$818K |
+$3.67M |
AMAT, LRCX, AAPL, INTC, MSFT
|
13F-HR |
1/27/2022, 02:54 PM |
Q3 2021 |
15 |
$190M |
+$2.65M |
-$5.64M |
-$2.99M |
AMAT, LRCX, AAPL, WFC, MSFT
|
13F-HR |
10/19/2021, 05:11 PM |
Q2 2021 |
15 |
$201M |
+$755K |
$0 |
+$755K |
AMAT, LRCX, AAPL, WFC, MSFT
|
13F-HR |
7/28/2021, 04:12 PM |
Q1 2021 |
15 |
$193M |
+$1.62M |
$0 |
+$1.62M |
AMAT, LRCX, AAPL, INTC, CSCO
|
13F-HR |
4/15/2021, 09:00 AM |
Q4 2020 |
15 |
$156M |
+$5.75M |
-$3.11M |
+$2.64M |
AAPL, AMAT, LRCX, MSFT, CSCO
|
13F-HR |
1/26/2021, 12:10 PM |
Q3 2020 |
15 |
$124M |
+$16.3M |
-$632K |
+$15.7M |
AAPL, AMAT, LRCX, MSFT, CSCO
|
13F-HR |
10/27/2020, 05:20 PM |
Q2 2020 |
15 |
$120M |
+$423K |
-$4.61M |
-$4.18M |
AAPL, AMAT, LRCX, MSFT, CSCO
|
13F-HR |
8/4/2020, 03:38 PM |
Q1 2020 |
17 |
$104M |
+$7.15M |
-$7.83M |
-$682K |
AMAT, AAPL, LRCX, MSFT, INTC
|
13F-HR |
4/30/2020, 04:22 PM |
Q4 2019 |
17 |
$134M |
$0 |
-$1.11M |
-$1.11M |
AAPL, AMAT, LRCX, MSFT, INTC
|
13F-HR |
1/29/2020, 02:15 PM |
Q3 2019 |
17 |
$119M |
+$4.05M |
-$1.05M |
+$3M |
AMAT, AAPL, LRCX, CSCO, MSFT
|
13F-HR |
10/29/2019, 01:11 PM |
Q2 2019 |
17 |
$111M |
+$3.4M |
-$3.15M |
+$258K |
AMAT, AAPL, CSCO, MSFT, LRCX
|
13F-HR |
7/25/2019, 05:00 PM |
Q1 2019 |
17 |
$107M |
+$2.41M |
-$7.56M |
-$5.15M |
AAPL, CSCO, AMAT, INTC, MSFT
|
13F-HR |
5/9/2019, 07:47 AM |
Q4 2018 |
18 |
$97.1M |
+$3.81M |
-$3.2M |
+$610K |
USG, AAPL, CSCO, AMAT, INTC
|
13F-HR |
2/1/2019, 05:03 PM |
Q3 2018 |
19 |
$114M |
+$7.49M |
-$7.88M |
-$394K |
USG, AAPL, CSCO, GATX, MSFT
|
13F-HR |
11/5/2018, 04:20 PM |
Q2 2018 |
17 |
$110M |
+$1.36M |
-$3.12M |
-$1.76M |
USG, AAPL, MSFT, CSCO, INTC
|
13F-HR |
8/3/2018, 02:16 PM |
Q1 2018 |
17 |
$112M |
+$435K |
-$273K |
+$162K |
USG, AAPL, CSCO, INTC, MSFT
|
13F-HR |
4/25/2018, 12:24 PM |
Q4 2017 |
17 |
$113M |
$0 |
$0 |
|
USG, AAPL, THO, MSFT, CSCO
|
13F-HR |
2/9/2018, 02:36 PM |