Q3 2024 |
64 |
$2B |
+$817M |
-$800M |
+$16.3M |
JNJ, AMGN, UNH, CI, ELV
|
13F-HR |
11/13/2024, 02:59 PM |
Q2 2024 |
104 |
$1.89B |
+$1.89B |
-$136K |
+$1.89B |
UNH, JNJ, ABBV, TMUS, CMCSA
|
13F-HR |
8/14/2024, 04:45 PM |
Q1 2024 |
41 |
$595K |
+$276K |
-$169K |
+$107K |
WSM, BLDR, PCAR, CRH, FANG
|
13F-HR |
5/14/2024, 05:52 PM |
Q4 2023 |
35 |
$460K |
+$27.4K |
$0 |
+$27.4K |
GDDY, URI, ULTA, BLK, MMM
|
13F-HR |
2/14/2024, 02:35 PM |
Q3 2023 |
33 |
$396K |
+$220K |
-$131K |
+$89.3K |
PYPL, GDDY, LKQ, MCK, MMM
|
13F-HR |
11/14/2023, 11:31 AM |
Q2 2023 |
25 |
$309K |
+$116K |
-$183K |
-$66.4K |
NTAP, AVGO, JBL, SNA, CBRE
|
13F-HR |
8/11/2023, 02:33 PM |
Q1 2023 |
33 |
$368K |
+$93.1K |
-$797K |
-$703K |
SWKS, LRCX, PHM, AMAT, MCHP
|
13F-HR |
5/12/2023, 06:12 PM |
Q4 2022 |
100 |
$1.06M |
+$728K |
-$773M |
-$772M |
HZNP, HAL, MRNA, GILD, STLD
|
13F-HR |
2/14/2023, 05:43 PM |
Q3 2022 |
105 |
$747M |
+$219M |
-$152M |
+$67M |
GOOGL, JNJ, AAPL, ABBV, UNH
|
13F-HR |
11/9/2022, 08:06 AM |
Q2 2022 |
105 |
$700M |
+$229M |
-$173M |
+$56.7M |
JNJ, UNH, ABBV, HD, PM
|
13F-HR |
8/2/2022, 06:15 PM |
Q1 2022 |
108 |
$703M |
+$224M |
-$95.6M |
+$128M |
ABBV, JNJ, UNH, WMT, GOOGL
|
13F-HR |
5/11/2022, 10:46 AM |
Q4 2021 |
108 |
$596M |
+$236M |
-$50.5M |
+$185M |
ABBV, UNH, JNJ, HD, AVGO
|
13F-HR |
2/8/2022, 04:43 PM |
Q3 2021 |
110 |
$376M |
+$106M |
-$84.7M |
+$21.5M |
JNJ, ABBV, UNH, HD, PG
|
13F-HR |
11/5/2021, 10:38 AM |
Q2 2021 |
114 |
$360M |
+$116M |
-$75.3M |
+$40.4M |
JNJ, GOOGL, META, ABBV, AAPL
|
13F-HR |
7/30/2021, 12:17 PM |
Q1 2021 |
117 |
$309M |
+$111M |
-$30.4M |
+$80.1M |
INTC, JNJ, UNH, GOOGL, HD
|
13F-HR |
5/13/2021, 09:52 AM |
Q4 2020 |
114 |
$209M |
$0 |
$0 |
|
GOOGL, JNJ, UNH, WMT, CSCO
|
13F-HR |
2/12/2021, 09:03 AM |