Q3 2024 |
20 |
$158M |
+$35.8M |
-$11.3M |
+$24.5M |
AVTR, DHR, CBZ, TMO, ICE
|
13F-HR |
11/5/2024, 04:21 PM |
Q2 2024 |
20 |
$128M |
+$16.1M |
-$14.3M |
+$1.86M |
DHR, AVTR, CPRT, TMO, TSCO
|
13F-HR |
8/9/2024, 01:15 PM |
Q1 2024 |
18 |
$134M |
+$17M |
-$10.3M |
+$6.71M |
DHR, AVTR, TMO, CPRT, J
|
13F-HR |
5/3/2024, 02:48 PM |
Q4 2023 |
18 |
$118M |
+$9.11M |
-$10.6M |
-$1.47M |
DHR, AVTR, TMO, V, ICE
|
13F-HR |
2/7/2024, 11:09 AM |
Q3 2023 |
17 |
$111M |
+$17.1M |
-$32.2M |
-$15.2M |
DHR, AVTR, TMO, AMZN, J
|
13F-HR |
11/1/2023, 02:27 PM |
Q2 2023 |
20 |
$131M |
+$15.9M |
-$12.3M |
+$3.62M |
DHR, AVTR, POOL, TMO, AMZN
|
13F-HR |
8/10/2023, 12:34 PM |
Q1 2023 |
20 |
$119M |
+$16M |
-$27.4M |
-$11.4M |
DHR, CPRT, AVTR, TMO, ACN
|
13F-HR |
5/5/2023, 12:31 PM |
Q4 2022 |
24 |
$123M |
+$17.8M |
-$15.5M |
+$2.26M |
LMT, SHW, CPRT, TMO, DHR
|
13F-HR |
2/8/2023, 08:13 AM |
Q3 2022 |
26 |
$116M |
+$11.5M |
-$8.47M |
+$3M |
AMZN, DHR, TMO, CPRT, SHW
|
13F-HR |
11/9/2022, 06:14 PM |
Q2 2022 |
26 |
$128M |
+$13.5M |
-$15.5M |
-$2.08M |
GOOGL, AVTR, LMT, RSG, AMZN
|
13F-HR |
8/9/2022, 11:54 AM |
Q1 2022 |
29 |
$153M |
+$60.9M |
-$7.13M |
+$53.7M |
AMZN, GOOGL, AVTR, DHR, BDX
|
13F-HR |
5/9/2022, 05:30 PM |
Q4 2021 |
29 |
$107M |
$0 |
$0 |
|
AMZN, GOOGL, DHR, ACN, POOL
|
13F-HR |
2/9/2022, 01:32 PM |