Q3 2024 |
76 |
$311M |
+$5.67M |
-$1.87M |
+$3.79M |
AAPL, NVO, IVV, CAT, GOOGL
|
13F-HR |
10/10/2024, 11:45 AM |
Q2 2024 |
77 |
$290M |
+$22.7M |
-$17.8M |
+$4.96M |
NVO, AAPL, IVV, GOOGL, WM
|
13F-HR |
7/17/2024, 02:21 PM |
Q1 2024 |
77 |
$284M |
+$17.5M |
-$2.27M |
+$15.2M |
NVO, AAPL, CAT, WM, GOOGL
|
13F-HR |
4/16/2024, 12:24 PM |
Q4 2023 |
70 |
$255M |
+$10.1M |
-$2.27M |
+$7.81M |
AAPL, NVO, ACN, CAT, WM
|
13F-HR |
1/11/2024, 06:56 AM |
Q3 2023 |
62 |
$227M |
+$11.8M |
-$1.25M |
+$10.5M |
AAPL, NVO, CAT, ACN, GOOGL
|
13F-HR |
10/17/2023, 09:44 AM |
Q2 2023 |
64 |
$234M |
+$17.1M |
-$4.46M |
+$12.6M |
AAPL, NVO, WM, ACN, MCD
|
13F-HR |
7/17/2023, 09:14 AM |
Q1 2023 |
58 |
$213M |
+$4.27M |
-$374K |
+$3.9M |
AAPL, NVO, WM, MCD, ACN
|
13F-HR |
4/19/2023, 12:17 PM |
Q4 2022 |
58 |
$203M |
+$5.88M |
-$448K |
+$5.43M |
AAPL, NVO, CAT, WM, MCD
|
13F-HR |
2/14/2023, 11:25 AM |
Q3 2022 |
54 |
$179M |
+$12.7M |
-$6.43M |
+$6.23M |
AAPL, WM, NVO, ACN, MCD
|
13F-HR |
11/2/2022, 03:46 PM |
Q2 2022 |
54 |
$190M |
+$8.13M |
-$1.02M |
+$7.11M |
AAPL, NVO, WM, ACN, MCD
|
13F-HR |
7/21/2022, 02:56 PM |
Q1 2022 |
58 |
$207M |
+$7.24M |
-$3.4M |
+$3.84M |
AAPL, ACN, GOOGL, NVO, WM
|
13F-HR |
4/8/2022, 11:12 AM |
Q4 2021 |
58 |
$215M |
+$5.05M |
-$1.9M |
+$3.16M |
AAPL, ACN, GOOGL, WM, NVO
|
13F-HR |
1/21/2022, 03:21 PM |
Q3 2021 |
57 |
$189M |
+$7.02M |
-$422K |
+$6.59M |
AAPL, ACN, GOOGL, WM, NVO
|
13F-HR |
10/14/2021, 11:04 AM |
Q2 2021 |
49 |
$181M |
+$10.9M |
-$673K |
+$10.3M |
AAPL, ACN, GOOGL, GS, WM
|
13F-HR |
7/26/2021, 12:04 PM |
Q1 2021 |
47 |
$163M |
+$1.88M |
-$8.06M |
-$6.18M |
AAPL, ACN, CAT, DIS, GOOGL
|
13F-HR |
5/21/2021, 01:12 PM |
Q4 2020 |
43 |
$159M |
+$3.42M |
-$517K |
+$2.9M |
AAPL, ACN, DIS, PG, MCD
|
13F-HR |
1/20/2021, 02:23 PM |
Q3 2020 |
39 |
$143M |
+$13.2M |
-$876K |
+$12.4M |
AAPL, ACN, PG, MCD, WM
|
13F-HR |
10/13/2020, 04:55 PM |
Q2 2020 |
42 |
$127M |
+$7.72M |
-$1.17M |
+$6.55M |
AAPL, ACN, INTC, PG, MCD
|
13F-HR |
7/23/2020, 03:12 PM |
Q1 2020 |
37 |
$104M |
+$5.61M |
-$6.54M |
-$926K |
AAPL, INTC, PG, MCD, ACN
|
13F-HR |
4/24/2020, 12:17 PM |
Q4 2019 |
38 |
$126M |
+$4.06M |
-$5.92M |
-$1.86M |
AAPL, ACN, INTC, WM, MCD
|
13F-HR |
1/7/2020, 11:36 AM |
Q3 2019 |
214 |
$119M |
+$16.1M |
-$7.29M |
+$8.8M |
MCD, AAPL, WM, PG, ACN
|
13F-HR |
10/15/2019, 06:41 AM |
Q2 2019 |
35 |
$109M |
+$2.95M |
-$273K |
+$2.68M |
MCD, WM, AAPL, ACN, DIS
|
13F-HR |
7/11/2019, 03:42 PM |
Q1 2019 |
35 |
$102M |
+$4.34M |
-$387K |
+$3.95M |
MCD, AAPL, WM, INTC, ACN
|
13F-HR |
4/12/2019, 11:22 AM |
Q4 2018 |
34 |
$89.4M |
$0 |
$0 |
|
MCD, PFE, WM, INTC, AAPL
|
13F-HR |
3/21/2019, 03:31 PM |