| Q2 2025 |
11 |
$5,251,929 |
+$305,614 |
-$110,046 |
+$195,568 |
AAPL, MSFT, JPM, UNP, META
|
13F-HR |
14 Aug 2025, 14:11 |
| Q1 2025 |
9 |
$4,631,135 |
$0 |
-$177,798,678 |
-$177,798,678 |
AAPL, MSFT, UNP, JPM, META
|
13F-HR |
19 May 2025, 12:23 |
| Q4 2024 |
186 |
$183,208,759 |
+$68,512,576 |
-$68,946,050 |
-$433,474 |
AAPL, WFC, MS, JPM, ACN
|
13F-HR |
13 Feb 2025, 15:09 |
| Q3 2024 |
189 |
$182,820,164 |
+$58,740,955 |
-$59,813,560 |
-$1,072,605 |
WMT, AAPL, BAC, JPM, NEE
|
13F-HR |
12 Nov 2024, 16:53 |
| Q2 2024 |
200 |
$176,232,534 |
+$62,973,668 |
-$66,720,491 |
-$3,746,823 |
WFC, MS, AAPL, MSFT, WMT
|
13F-HR |
14 Aug 2024, 16:12 |
| Q1 2024 |
190 |
$182,234,795 |
+$72,458,102 |
-$68,464,355 |
+$3,993,747 |
MSFT, JPM, CB, MCD, MDLZ
|
13F-HR |
15 May 2024, 11:56 |
| Q4 2023 |
179 |
$168,302,069 |
+$66,238,894 |
-$66,257,955 |
-$19,061 |
MSFT, JPM, WFC, WMT, CVX
|
13F-HR |
12 Feb 2024, 17:11 |
| Q3 2023 |
166 |
$155,583,389 |
+$58,258,352 |
-$74,438,273 |
-$16,179,921 |
JPM, CSCO, PPG, MCD, WFC
|
13F-HR |
07 Nov 2023, 16:32 |
| Q2 2023 |
145 |
$176,467,653 |
+$85,102,685 |
-$112,196,189 |
-$27,093,504 |
JPM, CSCO, V, PPG, KO
|
13F-HR |
31 Jul 2023, 17:30 |
| Q1 2023 |
143 |
$195,211,594 |
+$99,618,540 |
-$94,640,964 |
+$4,977,576 |
CSCO, PEP, WMT, MCD, JPM
|
13F-HR |
05 May 2023, 16:23 |
| Q4 2022 |
146 |
$188,029,719 |
+$113,863,041 |
-$50,371,820 |
+$63,491,221 |
JPM, ADI, WMT, MCD, AAPL
|
13F-HR |
27 Jan 2023, 17:21 |
| Q3 2022 |
143 |
$115,431,000 |
+$85,537,616 |
-$83,816,375 |
+$1,721,241 |
XOM, ADI, CVX, JPM, PFE
|
13F-HR |
14 Nov 2022, 19:16 |
| Q2 2022 |
114 |
$112,304,000 |
+$69,523,050 |
-$86,347,463 |
-$16,824,413 |
SENT, SPYG, CNC, RVTY, CE
|
13F-HR |
11 Aug 2022, 15:29 |
| Q1 2022 |
114 |
$139,291,000 |
+$89,271,053 |
-$99,454,206 |
-$10,183,153 |
SPYG, AAPL, FAST, TXN, CVX
|
13F-HR |
13 May 2022, 15:15 |
| Q4 2021 |
99 |
$156,009,000 |
+$100,063,005 |
-$98,367,422 |
+$1,695,583 |
MSFT, SPYG, SCHW, TSCO, HD
|
13F-HR |
11 Feb 2022, 09:22 |
| Q3 2021 |
99 |
$142,504,000 |
+$80,552,242 |
-$85,476,777 |
-$4,924,535 |
AAPL, SENT, DVN, AMD, CRM
|
13F-HR |
10 Nov 2021, 14:34 |
| Q2 2021 |
100 |
$145,382,000 |
+$100,983,491 |
-$46,248,118 |
+$54,735,373 |
AMD, META, ABNB, HD, PXD
|
13F-HR |
10 Aug 2021, 09:31 |
| Q1 2021 |
701 |
$84,730,000 |
+$31,516,313 |
-$46,910,470 |
-$15,394,157 |
SPYG, AAPL, SENT, SPY, AMAT
|
13F-HR |
12 May 2021, 10:26 |
| Q4 2020 |
581 |
$92,111,000 |
$0 |
$0 |
$0 |
SPYG, AAPL, SNAP, AMAT, SPY
|
Restatement |
24 Mar 2021, 15:24 |