Q3 2024 |
156 |
$795M |
+$30.6M |
-$13.7M |
+$16.8M |
AAPL, MSFT, LOW, COST, AFL
|
13F-HR |
10/24/2024, 10:18 AM |
Q2 2024 |
157 |
$724M |
+$7.81M |
-$7.92M |
-$104K |
AAPL, MSFT, COST, PSX, LOW
|
13F-HR |
8/2/2024, 02:27 PM |
Q1 2024 |
157 |
$736M |
+$60M |
-$40.3M |
+$19.7M |
MSFT, AAPL, PSX, LOW, GWW
|
13F-HR |
5/13/2024, 06:48 PM |
Q4 2023 |
136 |
$688M |
+$31.8M |
-$23.6M |
+$8.19M |
AAPL, MSFT, PSX, LOW, GWW
|
13F-HR |
2/14/2024, 12:49 PM |
Q3 2023 |
135 |
$618M |
+$47.8M |
-$12.5M |
+$35.2M |
AAPL, MSFT, PSX, LOW, GWW
|
13F-HR |
11/8/2023, 12:36 PM |
Q2 2023 |
134 |
$616M |
+$33.6M |
-$1.24M |
+$32.4M |
AAPL, MSFT, LOW, GWW, COR
|
13F-HR |
8/8/2023, 11:09 AM |
Q1 2023 |
120 |
$567M |
+$35.4M |
-$17.8M |
+$17.6M |
AAPL, MSFT, LOW, GWW, PSX
|
13F-HR |
5/12/2023, 02:42 PM |
Q4 2022 |
120 |
$541M |
+$24.8M |
-$17.3M |
+$7.5M |
AAPL, MSFT, LOW, PSX, UNH
|
13F-HR |
2/6/2023, 11:51 AM |
Q3 2022 |
118 |
$480M |
+$8.76M |
-$4.33M |
+$4.43M |
AAPL, LOW, MSFT, UNH, PSX
|
13F-HR |
11/8/2022, 10:34 AM |
Q2 2022 |
118 |
$506M |
+$23.3M |
-$16.1M |
+$7.2M |
AAPL, MSFT, LOW, UNH, RTX
|
13F-HR |
8/8/2022, 03:45 PM |
Q1 2022 |
122 |
$559M |
+$25M |
-$9.54M |
+$15.4M |
AAPL, MSFT, LOW, COST, UNH
|
13F-HR |
5/2/2022, 05:46 PM |
Q4 2021 |
117 |
$572M |
+$16.7M |
-$10M |
+$6.73M |
AAPL, MSFT, LOW, COST, ACN
|
13F-HR |
2/3/2022, 04:14 PM |
Q3 2021 |
114 |
$507M |
+$11.6M |
-$2.21M |
+$9.42M |
AAPL, MSFT, LOW, TROW, SBUX
|
13F-HR |
11/1/2021, 04:32 PM |
Q2 2021 |
116 |
$506M |
+$28.4M |
-$5.29M |
+$23.1M |
AAPL, MSFT, LOW, PSX, UPS
|
13F-HR |
8/3/2021, 03:56 PM |
Q1 2021 |
109 |
$462M |
+$28.1M |
-$3.74M |
+$24.4M |
AAPL, LOW, MSFT, PSX, SBUX
|
13F-HR |
5/17/2021, 11:09 AM |
Q4 2020 |
1 |
$4.52M |
$0 |
$0 |
|
MKC
|
New Holdings |
3/5/2021, 11:48 AM |
Q4 2020 |
106 |
$422M |
+$19.2M |
-$6.31M |
+$12.9M |
AAPL, MSFT, LOW, SBUX, PSX
|
13F-HR |
2/3/2021, 02:50 PM |
Q3 2020 |
102 |
$383M |
+$26.6M |
-$5.28M |
+$21.3M |
AAPL, LOW, MSFT, UPS, SBUX
|
13F-HR |
11/16/2020, 10:37 AM |
Q2 2020 |
100 |
$345M |
+$34.7M |
-$28.3M |
+$6.42M |
AAPL, MSFT, LOW, PSX, AMGN
|
13F-HR |
8/7/2020, 04:24 PM |
Q1 2020 |
102 |
$294M |
+$32.2M |
-$34.8M |
-$2.65M |
MSFT, AAPL, WMT, AMGN, LOW
|
13F-HR |
5/11/2020, 12:49 PM |
Q4 2019 |
99 |
$361M |
$0 |
$0 |
|
AAPL, SPLV, LOW, USMV, MSFT
|
13F-HR |
2/13/2020, 03:04 PM |