Q3 2024 |
112 |
$239M |
+$10.4M |
-$4.82M |
+$5.54M |
AAPL, MSFT, WSO, WSM, MKC
|
13F-HR |
11/15/2024, 02:53 PM |
Q2 2024 |
108 |
$226M |
+$16.7M |
-$6.43M |
+$10.2M |
MSFT, AAPL, WSM, WSO, QCOM
|
13F-HR |
8/14/2024, 04:08 PM |
Q1 2024 |
97 |
$219M |
+$19.8M |
-$5.84M |
+$14M |
MSFT, WSM, AAPL, WSO, MKC
|
13F-HR |
5/13/2024, 02:16 PM |
Q4 2023 |
97 |
$191M |
+$15.7M |
-$4.27M |
+$11.4M |
AAPL, MSFT, WSO, WSM, SNA
|
13F-HR |
2/15/2024, 10:49 AM |
Q3 2023 |
98 |
$161M |
+$14.1M |
-$3.6M |
+$10.5M |
AAPL, MSFT, WSO, WSM, MKC
|
13F-HR |
11/9/2023, 01:34 PM |
Q2 2023 |
98 |
$158M |
+$19.3M |
-$2.11M |
+$17.2M |
AAPL, MSFT, WSO, MKC, SNA
|
13F-HR |
8/14/2023, 03:52 PM |
Q1 2023 |
83 |
$132M |
+$5.97M |
-$7.1M |
-$1.13M |
AAPL, MSFT, MKC, WSO, ABBV
|
13F-HR |
5/11/2023, 05:05 PM |
Q4 2022 |
81 |
$127M |
+$4.34M |
-$2.4M |
+$1.94M |
AAPL, MSFT, ABBV, MKC, JNJ
|
13F-HR |
2/15/2023, 12:59 PM |
Q3 2022 |
81 |
$119M |
+$10.3M |
-$229K |
+$10M |
AAPL, MSFT, ABBV, WSO, JNJ
|
13F-HR |
11/14/2022, 05:48 PM |
Q2 2022 |
80 |
$117M |
+$3.63M |
-$17.7M |
-$14.1M |
AAPL, MSFT, ABBV, CHD, JNJ
|
13F-HR |
7/15/2022, 01:43 PM |
Q1 2022 |
87 |
$151M |
+$6.29M |
-$11.5M |
-$5.26M |
AAPL, MSFT, ABBV, CHD, RF
|
Restatement |
5/13/2022, 07:38 PM |
Q4 2021 |
88 |
$172M |
+$13M |
-$3.1M |
+$9.93M |
AAPL, MSFT, CHD, BL, HD
|
13F-HR |
2/14/2022, 02:28 PM |
Q2 2021 |
86 |
$146M |
+$7.35M |
-$1.54M |
+$5.81M |
AAPL, MSFT, BL, PYPL, ROP
|
13F-HR |
8/13/2021, 01:01 PM |
Q1 2021 |
86 |
$133M |
+$11.7M |
-$1.68M |
+$10M |
AAPL, MSFT, BL, CHD, INTC
|
13F-HR |
5/13/2021, 11:58 AM |
Q4 2020 |
84 |
$121M |
$0 |
$0 |
|
AAPL, MSFT, BL, CHD, ROP
|
13F-HR |
2/16/2021, 01:46 PM |