Q3 2024 |
1,237 |
$1.63B |
+$1.05B |
-$1.28B |
-$226M |
NVDA, MSFT, JD, SPOT, LLY
|
13F-HR |
11/15/2024, 09:22 AM |
Q2 2024 |
1,321 |
$1.82B |
+$1.35B |
-$812M |
+$536M |
SMCI, AVGO, AAPL, COP, XOM
|
13F-HR |
8/14/2024, 04:11 PM |
Q1 2024 |
1,314 |
$1.33B |
+$860M |
-$646M |
+$214M |
ITW, GM, DE, RTX, WHR
|
13F-HR |
5/10/2024, 11:09 AM |
Q4 2023 |
1,173 |
$1.07B |
+$790M |
-$783M |
+$6.78M |
MRK, AAPL, NVDA, MSFT, MSI
|
13F-HR |
2/13/2024, 11:29 AM |
Q3 2023 |
1,000 |
$1.02B |
+$725M |
-$634M |
+$90.5M |
BX, KVUE, NVDA, RTX, FERG
|
13F-HR |
11/14/2023, 02:55 PM |
Q2 2023 |
1,217 |
$945M |
+$620M |
-$557M |
+$63.5M |
UNP, HD, RIVN, BMY, COIN
|
13F-HR |
8/14/2023, 04:05 PM |
Q1 2023 |
1,133 |
$861M |
+$627M |
-$455M |
+$173M |
CI, COP, GOOG, VLO, CMCSA
|
13F-HR |
5/9/2023, 10:29 AM |
Q4 2022 |
944 |
$678M |
+$379M |
-$741M |
-$362M |
AAPL, GOOG, WMT, BMY, CSCO
|
13F-HR |
2/14/2023, 09:38 AM |
Q3 2022 |
927 |
$1B |
+$711M |
-$442M |
+$269M |
AAPL, CVX, VZ, GOOG, CMCSA
|
13F-HR |
2/14/2023, 09:37 AM |
Q2 2022 |
825 |
$759M |
+$658M |
-$300M |
+$358M |
AAPL, BRKB, MPC, COP, MSFT
|
13F-HR |
8/8/2022, 11:06 AM |
Q1 2022 |
699 |
$437M |
+$322M |
-$304M |
+$18.7M |
LIN, WFC, O, ZBH, AMC
|
13F-HR |
5/16/2022, 09:32 AM |
Q4 2021 |
543 |
$421M |
+$293M |
-$428M |
-$135M |
AAPL, BAC, BRKB, GOOG, WFC
|
13F-HR |
2/14/2022, 09:27 AM |
Q3 2021 |
614 |
$550M |
+$439M |
-$280M |
+$159M |
GOOG, MSFT, ORCL, CHTR, RDSA
|
13F-HR |
11/15/2021, 09:54 AM |
Q2 2021 |
588 |
$393M |
+$288M |
-$257M |
+$30.2M |
LIN, MRNA, AAPL, BIIB, QCOM
|
Restatement |
8/26/2021, 11:10 AM |
Q1 2021 |
610 |
$354M |
+$277M |
-$165M |
+$112M |
AAPL, BIDU, BAX, VMW, KMB
|
13F-HR |
5/12/2021, 04:40 PM |
Q4 2020 |
490 |
$237M |
$0 |
$0 |
|
AAPL, BABA, DD, GOOG, MSFT
|
13F-HR |
2/5/2021, 12:04 PM |