Q3 2024 |
48 |
$210M |
+$9.19M |
-$4.92M |
+$4.27M |
MSFT, APH, AIG, DHR, COST
|
13F-HR |
10/10/2024, 02:32 PM |
Q2 2024 |
48 |
$196M |
+$13.5M |
-$109K |
+$13.4M |
MSFT, APH, AIG, AMZN, COST
|
13F-HR |
7/22/2024, 01:16 PM |
Q1 2024 |
46 |
$185M |
+$20.8M |
-$22.8M |
-$2M |
MSFT, AIG, APH, AMZN, MA
|
13F-HR |
4/17/2024, 06:52 PM |
Q4 2023 |
48 |
$173M |
+$7.68M |
-$5.9M |
+$1.78M |
MSFT, AIG, APH, ROP, MA
|
13F-HR |
1/9/2024, 04:31 PM |
Q3 2023 |
47 |
$155M |
+$6.04M |
-$4.24M |
+$1.8M |
MSFT, DHR, AIG, AJG, MA
|
13F-HR |
10/12/2023, 04:02 PM |
Q2 2023 |
46 |
$158M |
+$8.05M |
-$8.08M |
-$28.8K |
MSFT, AAPL, DHR, AIG, MA
|
13F-HR |
7/14/2023, 05:13 PM |
Q1 2023 |
48 |
$146M |
+$15.9M |
-$16M |
-$65.4K |
MSFT, DHR, AAPL, LIN, PEP
|
13F-HR |
4/13/2023, 01:12 PM |
Q4 2022 |
47 |
$143M |
+$7.99M |
-$11.1M |
-$3.13M |
DHR, TJX, MSFT, PEP, AIG
|
13F-HR |
1/11/2023, 03:40 PM |
Q3 2022 |
48 |
$134M |
+$8.67M |
-$5.96M |
+$2.71M |
DHR, UNH, MSFT, JNJ, PEP
|
13F-HR |
10/11/2022, 02:42 PM |
Q2 2022 |
51 |
$141M |
+$4.88M |
-$6.47M |
-$1.59M |
DHR, UNH, MSFT, JNJ, PEP
|
13F-HR |
7/8/2022, 02:39 PM |
Q1 2022 |
54 |
$170M |
+$11.4M |
-$22.2M |
-$10.8M |
DHR, MSFT, AMZN, AAPL, UNH
|
13F-HR |
4/19/2022, 03:13 PM |
Q4 2021 |
53 |
$197M |
+$9.63M |
-$8.27M |
+$1.37M |
MSFT, DHR, ACN, LIN, UNH
|
13F-HR |
1/12/2022, 01:24 PM |
Q3 2021 |
51 |
$176M |
+$10.4M |
-$12.9M |
-$2.54M |
DHR, MSFT, LIN, ACN, AMZN
|
13F-HR |
10/12/2021, 11:22 AM |
Q2 2021 |
54 |
$178M |
+$7.51M |
-$2.16M |
+$5.36M |
DHR, MSFT, MA, AMZN, LIN
|
13F-HR |
8/10/2021, 12:40 PM |
Q1 2021 |
53 |
$163M |
+$15.7M |
-$8.36M |
+$7.31M |
MA, LIN, MSFT, DHR, UNH
|
13F-HR |
5/11/2021, 10:52 AM |
Q4 2020 |
57 |
$155M |
+$8.65M |
-$2.31M |
+$6.34M |
PYPL, MA, AMZN, DHR, MSFT
|
13F-HR |
1/21/2021, 03:48 PM |
Q3 2020 |
59 |
$136M |
+$9.38M |
-$2.75M |
+$6.63M |
PYPL, MA, DHR, AMZN, MSFT
|
13F-HR |
10/20/2020, 03:11 PM |
Q2 2020 |
61 |
$120M |
+$6.73M |
-$6.78M |
-$49.8K |
PYPL, MA, MSFT, AMZN, DHR
|
13F-HR |
8/14/2020, 10:09 AM |
Q1 2020 |
62 |
$99.3M |
+$4.41M |
-$5.38M |
-$972K |
DHR, FI, MSFT, MA, JNJ
|
13F-HR |
4/17/2020, 01:31 PM |
Q4 2019 |
66 |
$121M |
$0 |
$0 |
|
FI, MA, UNH, APH, DHR
|
13F-HR |
1/30/2020, 12:14 PM |