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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 106 | $245,275,795 | +$11,947,051 | -$20,924,946 | -$8,977,895 | SO, VUSB, IBDS, JNJ, IBDU | 13F-HR | 15 Jan 2026, 11:05 |
| Q3 2025 | 114 | $257,690,354 | +$9,445,515 | -$11,907,019 | -$2,461,504 | SO, IBDQ, VUSB, IBDS, MSFT | 13F-HR | 29 Oct 2025, 13:12 |
| Q2 2025 | 116 | $253,437,429 | +$10,298,055 | -$16,561,406 | -$6,263,351 | SO, IBDQ, IBDS, MSFT, IBDU | 13F-HR | 31 Jul 2025, 18:28 |
| Q1 2025 | 113 | $256,610,443 | +$14,480,446 | -$7,835,264 | +$6,645,182 | SO, IBDQ, IBDS, IBDU, IBDR | 13F-HR | 17 Apr 2025, 14:51 |
| Q4 2024 | 106 | $248,714,649 | +$24,753,227 | -$16,692,180 | +$8,061,047 | SO, IBDQ, IBDS, HD, IBDR | 13F-HR | 10 Feb 2025, 15:59 |
| Q3 2024 | 104 | $249,350,956 | +$16,868,825 | -$11,264,245 | +$5,604,580 | SO, IBDQ, IBDP, IBDS, HD | 13F-HR | 15 Oct 2024, 12:55 |
| Q2 2024 | 100 | $228,341,206 | +$9,099,718 | -$7,654,160 | +$1,445,558 | SO, IBDQ, IBDP, IBDS, IBDR | 13F-HR | 15 Jul 2024, 15:23 |
| Q1 2024 | 101 | $219,813,902 | +$16,927,826 | -$14,129,163 | +$2,798,663 | SO, IBDQ, IBDP, IBDS, IBDR | 13F-HR | 22 Apr 2024, 11:48 |
| Q4 2023 | 99 | $216,333,644 | +$17,796,184 | -$25,338,201 | -$7,542,017 | IBDQ, SO, IBDP, IBDS, IBDR | 13F-HR | 09 Jan 2024, 11:33 |
| Q2 2023 | 96 | $214,750,792 | +$12,981,368 | -$10,900,380 | +$2,080,988 | SO, IBDQ, IBDP, TIP, IBDS | 13F-HR | 10 Jul 2023, 13:25 |
| Q1 2023 | 93 | $210,828,026 | +$12,293,156 | -$8,636,996 | +$3,656,160 | SO, IBDP, TIP, IBDS, IBDQ | 13F-HR | 14 Apr 2023, 13:07 |
| Q4 2022 | 91 | $204,468,375 | +$12,164,794 | -$18,594,253 | -$6,429,459 | SO, IBDP, TIP, IBDS, HD | 13F-HR | 10 Jan 2023, 11:23 |
| Q3 2022 | 88 | $196,789,000 | +$21,548,210 | -$13,832,005 | +$7,716,205 | SO, IBDP, TIP, IBDS, HD | 13F-HR | 02 Nov 2022, 09:20 |
| Q2 2022 | 88 | $205,721,000 | +$19,927,158 | -$18,411,397 | +$1,515,761 | SO, TIP, HD, ABBV, IBDS | 13F-HR | 14 Jul 2022, 15:12 |
| Q1 2022 | 84 | $222,144,000 | +$44,386,271 | -$14,293,562 | +$30,092,709 | SO, TIP, ABBV, HD, VLO | 13F-HR | 14 Apr 2022, 13:25 |
| Q4 2021 | 81 | $198,304,000 | +$11,813,704 | -$7,048,775 | +$4,764,929 | SO, TIP, MSFT, ABBV, HD | 13F-HR | 31 Jan 2022, 15:14 |
| Q3 2021 | 77 | $179,976,000 | +$13,967,071 | -$10,022,939 | +$3,944,132 | SO, TIP, IBDS, MSFT, TFC | 13F-HR | 26 Oct 2021, 16:54 |
| Q2 2021 | 74 | $179,624,000 | +$11,989,670 | -$7,987,379 | +$4,002,291 | SO, TIP, IBDS, ABBV, PAYX | 13F-HR | 16 Jul 2021, 16:16 |
| Q1 2021 | 74 | $170,014,000 | +$15,268,591 | -$12,495,217 | +$2,773,374 | SO, TIP, IBDS, TFC, ABBV | 13F-HR | 15 Apr 2021, 14:32 |
| Q4 2020 | 73 | $158,620,000 | +$13,454,480 | -$4,899,107 | +$8,555,373 | SO, TIP, IBDS, ABBV, KO | 13F-HR | 15 Jan 2021, 17:05 |
| Q3 2020 | 70 | $138,974,000 | +$13,197,655 | -$8,861,990 | +$4,335,665 | SO, TIP, IBDS, KO, JNJ | 13F-HR | 22 Oct 2020, 11:56 |
| Q2 2020 | 68 | $130,803,000 | +$19,016,422 | -$14,364,400 | +$4,652,022 | TIP, SO, IBDS, ABBV, CSCO | 13F-HR | 20 Jul 2020, 14:34 |
| Q1 2020 | 68 | $113,747,000 | +$14,234,886 | -$30,376,736 | -$16,141,850 | SO, TIP, IBDS, KO, GSK | 13F-HR | 26 May 2020, 16:19 |
| Q4 2019 | 80 | $158,382,000 | +$9,997,743 | -$6,738,069 | +$3,259,674 | SO, ULST, TIP, OKE, LAMR | 13F-HR | 15 Jan 2020, 10:25 |
| Q3 2019 | 76 | $151,026,000 | +$14,472,320 | -$14,124,412 | +$347,908 | SO, TIP, ULST, OKE, O | 13F-HR | 21 Oct 2019, 15:06 |
| Q2 2019 | 75 | $149,747,000 | +$14,030,223 | -$11,493,854 | +$2,536,369 | SO, TIP, OKE, IBDS, LAMR | 13F-HR | 08 Jul 2019, 15:21 |
| Q1 2019 | 73 | $142,804,000 | +$7,428,101 | -$5,534,910 | +$1,893,191 | SO, TIP, OKE, O, PAYX | 13F-HR | 17 Apr 2019, 12:42 |
| Q4 2018 | 73 | $128,884,000 | +$13,090,315 | -$14,750,071 | -$1,659,756 | SO, TIP, O, PFE, IBDS | 13F-HR | 11 Feb 2019, 13:47 |
| Q3 2018 | 319 | $125,888,000 | +$12,870,583 | -$13,630,438 | -$759,855 | SO, TIP, CSCO, WEC, OKE | 13F-HR | 30 Oct 2018, 15:58 |
| Q2 2018 | 321 | $135,078,000 | +$13,560,582 | -$12,323,211 | +$1,237,371 | SO, OKE, TIP, CSCO, WSM | 13F-HR | 17 Jul 2018, 12:13 |
| Q1 2018 | 325 | $129,594,000 | +$12,302,074 | -$13,962,533 | -$1,660,459 | SO, TIP, VFC, CSCO, WEC | 13F-HR | 12 Apr 2018, 14:19 |
| Q4 2017 | 375 | $136,362,000 | $0 | $0 | $0 | SO, VLO, ABBV, VFC, TIP | 13F-HR | 11 Apr 2018, 10:40 |