Q3 2024 |
88 |
$259M |
+$28.2M |
-$24.5M |
+$3.75M |
AAPL, AVGO, MSFT, GOOGL, AZO
|
13F-HR |
10/21/2024, 12:27 PM |
Q2 2024 |
90 |
$250M |
+$14.8M |
-$14.6M |
+$138K |
AAPL, MSFT, AVGO, GOOGL, AZO
|
13F-HR |
7/19/2024, 05:23 PM |
Q1 2024 |
91 |
$247M |
+$15.3M |
-$10.8M |
+$4.45M |
MSFT, AVGO, AZO, AAPL, GOOGL
|
13F-HR |
4/19/2024, 05:05 PM |
Q4 2023 |
90 |
$229M |
+$17.1M |
-$14M |
+$3.11M |
AAPL, AVGO, MSFT, GOOGL, AZO
|
13F-HR |
2/7/2024, 07:56 PM |
Q3 2023 |
86 |
$208M |
+$7.38M |
-$7.21M |
+$169K |
AAPL, AZO, GOOGL, MSFT, AVGO
|
13F-HR |
10/19/2023, 11:46 AM |
Q2 2023 |
90 |
$214M |
+$12M |
-$10.8M |
+$1.12M |
AAPL, MSFT, AZO, AVGO, GOOGL
|
13F-HR |
7/21/2023, 10:42 AM |
Q1 2023 |
93 |
$201M |
+$15M |
-$10.1M |
+$4.88M |
AAPL, AZO, MSFT, UNH, ACGL
|
13F-HR |
4/17/2023, 09:42 PM |
Q4 2022 |
90 |
$191M |
+$10M |
-$9.02M |
+$980K |
AZO, UNH, AAPL, MET, TECK
|
13F-HR |
1/25/2023, 08:25 PM |
Q3 2022 |
87 |
$174M |
+$16M |
-$9.79M |
+$6.19M |
AAPL, AZO, UNH, WM, MET
|
13F-HR |
10/11/2022, 08:04 PM |
Q2 2022 |
91 |
$180M |
+$11.1M |
-$10.7M |
+$452K |
AAPL, AZO, UNH, GOOGL, MSFT
|
13F-HR |
7/8/2022, 06:04 PM |
Q1 2022 |
106 |
$208M |
+$14.4M |
-$12.4M |
+$2.05M |
AAPL, GOOGL, AZO, UNH, MSFT
|
13F-HR |
4/13/2022, 09:54 PM |
Q4 2021 |
109 |
$212M |
+$167M |
-$1.82M |
+$165M |
AAPL, UNH, GOOGL, MSFT, AZO
|
13F-HR |
2/2/2022, 04:17 PM |
Q3 2021 |
21 |
$41.5M |
+$3.55M |
-$9.6M |
-$6.06M |
AAPL, GOOGL, AZO, AMZN, ALL
|
13F-HR |
11/15/2021, 02:51 PM |
Q2 2021 |
23 |
$47.1M |
+$3.3M |
-$77.1M |
-$73.8M |
AAPL, GOOGL, ALXN, AMZN, AZO
|
13F-HR |
7/21/2021, 08:08 PM |
Q1 2021 |
239 |
$118M |
+$11M |
-$69.5M |
-$58.5M |
DIOD, AAPL, CMI, NKE, JPM
|
13F-HR |
4/14/2021, 01:03 PM |
Q4 2020 |
99 |
$166M |
+$10.7M |
-$12.7M |
-$2.08M |
AAPL, DIOD, NKE, CMI, AMZN
|
13F-HR |
2/1/2021, 06:33 PM |
Q3 2020 |
100 |
$148M |
+$15.7M |
-$8.81M |
+$6.89M |
AAPL, NKE, DIOD, AMZN, GOOGL
|
13F-HR |
11/12/2020, 05:27 PM |
Q2 2020 |
99 |
$137M |
+$14M |
-$11.6M |
+$2.42M |
AAPL, DIOD, GOOGL, NKE, PG
|
13F-HR |
9/29/2020, 09:56 AM |
Q1 2020 |
93 |
$116M |
+$17.6M |
-$19.2M |
-$1.61M |
AAPL, PG, NKE, GOOGL, DIOD
|
13F-HR |
5/15/2020, 12:43 PM |
Q4 2019 |
100 |
$147M |
+$8.98M |
-$5.4M |
+$3.58M |
AAPL, DIOD, PG, NKE, JPM
|
13F-HR |
1/9/2020, 02:34 PM |
Q3 2019 |
99 |
$131M |
+$13.2M |
-$12.7M |
+$483K |
AAPL, PG, NKE, GOOGL, MSFT
|
13F-HR |
10/24/2019, 01:59 PM |
Q2 2019 |
87 |
$130M |
+$16.5M |
-$13.3M |
+$3.24M |
PG, AAPL, MSFT, DIS, HDB
|
13F-HR |
8/8/2019, 04:43 PM |
Q1 2019 |
81 |
$125M |
$0 |
$0 |
|
PG, AVGO, AAPL, NKE, GOOGL
|
13F-HR |
5/15/2019, 11:45 AM |