| Q4 2025 |
10 |
$6,190,602 |
+$236,450 |
$0 |
+$236,450 |
HOMZ, MSFT, AAPL, RIET, JNJ
|
13F-HR |
02 Feb 2026, 13:10 |
| Q3 2025 |
9 |
$6,016,011 |
+$319,284 |
$0 |
+$319,284 |
HOMZ, MSFT, AAPL, RIET, JPM
|
13F-HR |
04 Nov 2025, 17:24 |
| Q2 2025 |
8 |
$5,261,119 |
+$248,516 |
-$209,969 |
+$38,547 |
HOMZ, MSFT, AAPL, RIET, JPM
|
13F-HR |
01 Aug 2025, 16:12 |
| Q1 2025 |
8 |
$5,116,238 |
+$223,590 |
-$224,933 |
-$1,343 |
HOMZ, AAPL, MSFT, RIET, PG
|
13F-HR |
02 May 2025, 16:28 |
| Q4 2024 |
8 |
$5,299,974 |
+$441,281 |
-$218,319 |
+$222,962 |
HOMZ, AAPL, MSFT, RIET, PG
|
13F-HR |
07 Feb 2025, 15:29 |
| Q3 2024 |
7 |
$5,390,785 |
$0 |
-$239,401 |
-$239,401 |
HOMZ, MSFT, AAPL, RIET, PG
|
13F-HR |
06 Nov 2024, 09:59 |
| Q2 2024 |
8 |
$5,101,019 |
+$339,636 |
-$252,863 |
+$86,773 |
HOMZ, MSFT, AAPL, RIET, PG
|
13F-HR |
02 Aug 2024, 16:47 |
| Q1 2024 |
8 |
$5,057,625 |
+$342,047 |
-$156,750 |
+$185,297 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
10 May 2024, 11:12 |
| Q4 2023 |
7 |
$4,784,900 |
+$43,780 |
-$11,034 |
+$32,746 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
12 Feb 2024, 10:23 |
| Q3 2023 |
7 |
$4,076,281 |
+$46,383 |
-$9,888 |
+$36,495 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
20 Oct 2023, 16:08 |
| Q2 2023 |
7 |
$4,351,477 |
+$26,887 |
$0 |
+$26,887 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
08 Aug 2023, 11:56 |
| Q1 2023 |
7 |
$3,881,852 |
+$228,755 |
$0 |
+$228,755 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
12 May 2023, 15:42 |
| Q4 2022 |
7 |
$3,329,000 |
+$5,969 |
-$45,234 |
-$39,265 |
HOMZ, MSFT, AAPL, RIET, JNJ
|
13F-HR |
06 Feb 2023, 09:23 |
| Q3 2022 |
7 |
$3,250,000 |
+$112,390 |
$0 |
+$112,390 |
HOMZ, AAPL, MSFT, RIET, JNJ
|
13F-HR |
14 Nov 2022, 11:34 |
| Q2 2022 |
7 |
$3,443,000 |
$0 |
-$615,908 |
-$615,908 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
02 Aug 2022, 10:56 |
| Q1 2022 |
9 |
$4,777,000 |
+$357,293 |
$0 |
+$357,293 |
HOMZ, MSFT, AAPL, RIET, INTC
|
13F-HR |
16 May 2022, 14:14 |
| Q4 2021 |
9 |
$4,814,000 |
$0 |
$0 |
$0 |
HOMZ, MSFT, AAPL, INTC, DIS
|
13F-HR |
07 Feb 2022, 15:09 |