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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 171 | $568,601,514 | +$41,626,354 | -$35,990,802 | +$5,635,552 | QDPL, PSX, JSI, PSQO, COP | 13F-HR | 12 Feb 2026, 06:07 |
| Q3 2025 | 172 | $557,459,358 | +$62,821,886 | -$53,103,825 | +$9,718,061 | QDPL, PSX, COP, JSI, PTRB | 13F-HR | 22 Oct 2025, 13:09 |
| Q2 2025 | 167 | $520,398,007 | +$56,275,049 | -$50,987,240 | +$5,287,809 | QDPL, PSX, SMTH, COP, PSQO | 13F-HR | 08 Aug 2025, 14:07 |
| Q1 2025 | 162 | $491,011,708 | +$51,509,649 | -$29,088,638 | +$22,421,011 | QDPL, PSX, COP, PSQO, SMTH | 13F-HR | 21 Apr 2025, 14:51 |
| Q4 2024 | 158 | $471,204,816 | +$70,078,002 | -$55,742,233 | +$14,335,769 | QDPL, PSX, COP, PSQO, JMEE | 13F-HR | 28 Jan 2025, 14:00 |
| Q3 2024 | 158 | $468,267,253 | +$38,391,583 | -$27,557,128 | +$10,834,455 | QDPL, PSX, COP, SMTH, JMEE | 13F-HR | 20 Nov 2024, 10:53 |
| Q2 2024 | 155 | $443,074,417 | +$32,851,995 | -$16,083,990 | +$16,768,005 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 24 Jul 2024, 13:08 |
| Q1 2024 | 158 | $435,811,518 | +$29,157,989 | -$27,326,042 | +$1,831,947 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 17 May 2024, 13:35 |
| Q4 2023 | 150 | $401,105,077 | +$48,430,487 | -$46,608,686 | +$1,821,801 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 11 Jan 2024, 11:43 |
| Q3 2023 | 152 | $370,644,001 | +$45,347,143 | -$46,098,787 | -$751,644 | QDPL, PSX, PTRB, COP, HERD | 13F-HR | 05 Dec 2023, 14:00 |
| Q2 2023 | 150 | $367,767,831 | +$24,423,937 | -$22,903,760 | +$1,520,177 | QDPL, PTRB, PSX, COP, HERD | 13F-HR | 11 Jul 2023, 14:22 |
| Q1 2023 | 147 | $356,521,545 | +$35,269,160 | -$22,709,513 | +$12,559,647 | QDPL, PTRB, PSX, COP, HERD | 13F-HR | 15 May 2023, 14:46 |
| Q4 2022 | 145 | $336,347,996 | +$22,883,974 | -$13,229,670 | +$9,654,304 | PSX, QDPL, PTRB, COP, HERD | 13F-HR | 27 Jan 2023, 15:30 |
| Q3 2022 | 131 | $302,275,000 | +$48,269,783 | -$39,040,160 | +$9,229,623 | PTRB, QDPL, PSX, COP, HERD | 13F-HR | 11 Oct 2022, 15:47 |
| Q2 2022 | 135 | $305,536,000 | +$61,005,756 | -$39,328,157 | +$21,677,599 | PTRB, PSX, QDPL, COP, JEPI | 13F-HR | 21 Jul 2022, 15:16 |
| Q1 2022 | 141 | $321,198,000 | +$53,085,137 | -$30,445,988 | +$22,639,149 | PTRB, PSX, COP, QDPL, JEPI | 13F-HR | 06 Apr 2022, 15:03 |
| Q4 2021 | 145 | $266,725,000 | +$59,301,489 | -$39,698,694 | +$19,602,795 | PSX, BKLC, QDPL, JEPI, BKAG | 13F-HR | 08 Feb 2022, 15:24 |
| Q3 2021 | 135 | $271,284,000 | +$79,194,022 | -$53,965,491 | +$25,228,531 | COP, PSX, BKLC, BKAG, JEPI | 13F-HR | 26 Oct 2021, 10:58 |
| Q2 2021 | 133 | $249,949,000 | +$57,424,090 | -$34,014,475 | +$23,409,615 | COP, PSX, SPYV, JEPI, SMMD | 13F-HR | 19 Aug 2021, 13:40 |
| Q1 2021 | 114 | $214,076,000 | +$30,738,549 | -$37,580,713 | -$6,842,164 | COP, PSX, SPYV, IVV, SMMD | 13F-HR | 24 May 2021, 15:07 |
| Q4 2020 | 103 | $201,701,000 | +$19,730,925 | -$12,339,930 | +$7,390,995 | SPYV, COP, PSX, IVV, FVD | 13F-HR | 23 Feb 2021, 16:08 |
| Q3 2020 | 95 | $170,548,000 | +$34,198,098 | -$14,501,732 | +$19,696,366 | SPYV, COP, PSX, IVV, FVD | 13F-HR | 09 Dec 2020, 15:03 |
| Q2 2020 | 92 | $162,197,000 | +$24,714,582 | -$18,503,505 | +$6,211,077 | COP, PSX, SPYV, IVV, FVD | 13F-HR | 19 Aug 2020, 14:04 |
| Q1 2020 | 74 | $130,767,000 | +$29,628,305 | -$17,263,023 | +$12,365,282 | PSX, SPYV, COP, FVD, IVV | 13F-HR | 27 May 2020, 11:31 |
| Q4 2019 | 71 | $177,551,000 | +$26,974,731 | -$49,565,925 | -$22,591,194 | COP, PSX, FVD, SMMD, DBAW | 13F-HR | 12 Feb 2020, 12:44 |
| Q3 2019 | 76 | $186,262,000 | +$10,582,095 | -$7,747,104 | +$2,834,991 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 19 Nov 2019, 10:41 |
| Q2 2019 | 70 | $182,419,000 | +$13,141,319 | -$14,462,434 | -$1,321,115 | COP, PSX, IVV, ACWX, IJH | 13F-HR | 15 Aug 2019, 10:38 |
| Q1 2019 | 73 | $176,789,000 | +$23,919,769 | -$20,179,677 | +$3,740,092 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 20 May 2019, 16:01 |
| Q4 2018 | 63 | $162,961,000 | $0 | $0 | $0 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 12 Feb 2019, 15:25 |