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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 84 | $116M | +$1.07M | -$888K | +$177K | AAPL, IVV, MSFT, XLK, UTF | 13F-HR | 11/12/2025, 08:40 AM |
| Q2 2025 | 82 | $110M | +$969K | -$3.2M | -$2.23M | MSFT, AAPL, IVV, UTF, XLK | 13F-HR | 7/17/2025, 05:09 PM |
| Q1 2025 | 87 | $106M | +$1.16M | -$1.94M | -$778K | AAPL, IVV, CVX, UTF, MSFT | 13F-HR | 4/23/2025, 09:26 AM |
| Q4 2024 | 87 | $108M | +$1.01M | -$2.15M | -$1.13M | AAPL, IVV, MSFT, UTF, CVX | 13F-HR | 2/12/2025, 11:56 AM |
| Q3 2024 | 87 | $107M | +$2.7M | -$1.87M | +$829K | AAPL, IVV, MSFT, UTF, CVX | 13F-HR | 11/14/2024, 11:43 AM |
| Q2 2024 | 81 | $102M | +$869K | -$1.35M | -$486K | AAPL, MSFT, IVV, CVX, UTF | 13F-HR | 8/13/2024, 04:42 PM |
| Q1 2024 | 85 | $101M | +$3.47M | -$23.9M | -$20.4M | AAPL, MSFT, IVV, CVX, UTF | 13F-HR | 4/29/2024, 12:32 PM |
| Q4 2023 | 104 | $118M | +$1.39M | -$600M | -$599M | AAPL, MSFT, CVX, IVV, UTF | 13F-HR | 2/13/2024, 02:00 PM |
| Q3 2023 | 231 | $704M | +$11.6M | -$13.1M | -$1.55M | KLAC, AAPL, SO, MSFT, CVX | 13F-HR | 10/10/2023, 08:59 PM |
| Q2 2023 | 247 | $756M | +$19.3M | -$10.3M | +$8.95M | KLAC, AAPL, SO, MSFT, SPY | 13F-HR | 7/20/2023, 10:21 AM |
| Q1 2023 | 237 | $619M | +$70.6M | -$3.95M | +$66.7M | KLAC, AAPL, SO, MSFT, CVX | 13F-HR | 5/15/2023, 01:47 PM |
| Q4 2022 | 173 | $575M | +$4.28M | -$19M | -$14.7M | KLAC, SO, AAPL, CVX, MSFT | 13F-HR | 2/7/2023, 08:41 PM |
| Q3 2022 | 172 | $511M | +$2.73M | -$10.6M | -$7.91M | KLAC, AAPL, SO, CVX, MSFT | 13F-HR | 10/11/2022, 07:48 PM |
| Q2 2022 | 186 | $544M | +$6.58M | -$16.7M | -$10.1M | KLAC, SO, AAPL, MSFT, CVX | 13F-HR | 7/21/2022, 08:38 PM |
| Q1 2022 | 205 | $587M | +$6.56M | -$30.5M | -$24M | KLAC, AAPL, SO, MSFT, CVX | 13F-HR | 4/29/2022, 08:03 AM |
| Q4 2021 | 222 | $696M | $0 | $0 | KLAC, AAPL, SO, MSFT, SPY | 13F-HR | 2/23/2022, 09:13 AM |