| Q2 2022 |
34 |
$597M |
+$17.5M |
-$100M |
-$82.8M |
MSFT, GOOG, UNH, JNJ, V
|
13F-HR |
8/8/2022, 10:29 AM |
| Q1 2022 |
39 |
$777M |
+$83.1M |
-$60.7M |
+$22.4M |
MSFT, GOOG, ADI, UNH, V
|
13F-HR |
5/9/2022, 11:24 AM |
| Q4 2021 |
38 |
$812M |
+$117M |
-$110M |
+$6.67M |
GOOG, MSFT, UNH, META, TSM
|
13F-HR |
2/7/2022, 11:14 AM |
| Q3 2021 |
37 |
$721M |
+$86.4M |
-$82.6M |
+$3.76M |
GOOG, MSFT, META, V, UNH
|
13F-HR |
11/9/2021, 10:19 AM |
| Q2 2021 |
37 |
$705M |
+$75.6M |
-$37.6M |
+$38M |
MSFT, GOOG, META, V, UNH
|
13F-HR |
8/11/2021, 11:14 AM |
| Q1 2021 |
36 |
$623M |
+$87.6M |
-$68.8M |
+$18.8M |
MSFT, GOOG, V, META, JNJ
|
13F-HR |
5/11/2021, 09:38 AM |
| Q4 2020 |
39 |
$577M |
+$91.5M |
-$31.5M |
+$60M |
GOOG, MSFT, V, C, MDT
|
13F-HR |
2/8/2021, 11:27 AM |
| Q3 2020 |
38 |
$469M |
+$74.8M |
-$72.1M |
+$2.63M |
MSFT, GOOG, JNJ, V, MDT
|
Restatement |
11/16/2020, 10:36 AM |
| Q2 2020 |
35 |
$431M |
+$89.5M |
-$38.8M |
+$50.7M |
MSFT, GOOG, JNJ, V, FI
|
13F-HR |
8/10/2020, 09:56 AM |
| Q1 2020 |
34 |
$329M |
+$14.5M |
-$21.2M |
-$6.75M |
MSFT, GOOG, JNJ, MDT, FI
|
13F-HR |
5/11/2020, 11:20 AM |
| Q4 2019 |
36 |
$416M |
+$45M |
-$17.1M |
+$27.9M |
MSFT, GOOG, MDT, JNJ, CMCSA
|
13F-HR |
2/10/2020, 08:07 AM |
| Q3 2019 |
36 |
$351M |
+$24.7M |
-$8.43M |
+$16.2M |
MSFT, MDT, GOOG, AON, CMCSA
|
13F-HR |
11/7/2019, 11:07 AM |
| Q2 2019 |
35 |
$327M |
$0 |
$0 |
|
MSFT, AON, MDT, JNJ, GOOG
|
13F-HR |
8/14/2019, 03:52 PM |