| Q4 2025 |
57 |
$792,691,563 |
+$138,638,803 |
-$43,768,569 |
+$94,870,234 |
CTEF, CTIF, GOOG, BOXX, MSFT
|
13F-HR |
23 Jan 2026, 11:08 |
| Q3 2025 |
35 |
$688,040,654 |
+$64,707,756 |
-$10,580,788 |
+$54,126,968 |
CTEF, CTIF, GLTR, XLE, ES
|
13F-HR |
23 Oct 2025, 11:16 |
| Q2 2025 |
31 |
$542,786,854 |
+$475,066,549 |
-$290,034,968 |
+$185,031,581 |
CTEF, CTIF, XLE, GLTR, BOXX
|
Restatement |
11 Aug 2025, 17:46 |
| Q1 2025 |
65 |
$357,607,020 |
+$194,879,109 |
-$63,453,989 |
+$131,425,120 |
HALO, MSFT, FTNT, IDCC, TSCO
|
13F-HR |
08 May 2025, 16:31 |
| Q4 2024 |
61 |
$230,789,343 |
+$49,524,805 |
-$70,168,936 |
-$20,644,131 |
APP, MSFT, TGTX, FTNT, NCLH
|
13F-HR |
29 Jan 2025, 17:04 |
| Q3 2024 |
59 |
$237,213,929 |
+$61,763,939 |
-$46,950,185 |
+$14,813,754 |
NRG, MSFT, APP, MOD, URI
|
13F-HR |
25 Nov 2024, 16:11 |
| Q2 2024 |
59 |
$210,060,860 |
+$58,152,796 |
-$42,744,705 |
+$15,408,091 |
MSFT, FTAI, MOD, MEDP, KLAC
|
13F-HR |
09 Aug 2024, 18:49 |
| Q1 2024 |
59 |
$195,325,173 |
+$45,907,326 |
-$42,700,673 |
+$3,206,653 |
MSFT, MOD, FTAI, URI, MEDP
|
13F-HR |
15 May 2024, 13:11 |
| Q4 2023 |
57 |
$161,007,337 |
+$24,643,088 |
-$22,817,217 |
+$1,825,871 |
MSFT, URI, SMCI, MOD, BKNG
|
13F-HR |
13 Feb 2024, 18:17 |
| Q3 2023 |
60 |
$142,305,007 |
+$22,510,796 |
-$29,931,999 |
-$7,421,203 |
JBL, SMCI, MSFT, ACLS, BKNG
|
13F-HR |
14 Nov 2023, 18:35 |
| Q2 2023 |
62 |
$156,455,239 |
+$21,843,807 |
-$22,522,290 |
-$678,483 |
ACLS, SMCI, MSFT, JBL, WCC
|
13F-HR |
14 Aug 2023, 11:53 |
| Q1 2023 |
56 |
$146,391,913 |
+$26,706,029 |
-$36,743,968 |
-$10,037,939 |
ACLS, MSFT, WCC, JBL, ULTA
|
13F-HR |
17 May 2023, 15:41 |
| Q4 2022 |
55 |
$143,477,565 |
+$20,665,304 |
-$21,430,365 |
-$765,061 |
AAPL, ACLS, MSFT, MCK, IT
|
13F-HR |
16 Feb 2023, 14:18 |
| Q3 2022 |
56 |
$128,658,000 |
+$33,891,301 |
-$27,066,112 |
+$6,825,189 |
MSFT, AAPL, MRK, MCK, WCC
|
13F-HR |
15 Nov 2022, 13:49 |
| Q2 2022 |
55 |
$126,200,000 |
+$43,923,363 |
-$49,923,019 |
-$5,999,656 |
AAPL, MSFT, MRK, ULTA, SYY
|
Restatement |
15 Aug 2022, 15:55 |
| Q1 2022 |
60 |
$144,179,000 |
+$36,666,954 |
-$32,505,498 |
+$4,161,456 |
MSFT, CG, AMP, TGT, BX
|
13F-HR |
23 May 2022, 12:34 |
| Q4 2021 |
72 |
$144,350,000 |
+$38,834,220 |
-$104,118,335 |
-$65,284,115 |
GLTR, MSFT, CPER, CG, SPY
|
13F-HR |
16 Feb 2022, 14:47 |
| Q3 2021 |
77 |
$194,247,000 |
+$55,524,787 |
-$72,477,342 |
-$16,952,555 |
AMZN, XLE, NVDA, META, GLTR
|
13F-HR |
15 Nov 2021, 10:53 |
| Q2 2021 |
74 |
$238,427,000 |
+$52,969,509 |
-$15,837,875 |
+$37,131,634 |
NVDA, AMZN, CVS, SPY, VTWO
|
13F-HR |
16 Aug 2021, 13:58 |
| Q1 2021 |
72 |
$187,134,000 |
+$94,805,786 |
-$8,076,199 |
+$86,729,587 |
CVS, NVDA, SPY, AMZN, VTWO
|
13F-HR |
14 May 2021, 17:11 |
| Q4 2020 |
62 |
$92,554,000 |
$0 |
$0 |
$0 |
VTWO, SPY, FXI, EEM, ALLY
|
13F-HR |
16 Feb 2021, 17:24 |