| Q2 2024 |
33 |
$160M |
+$19.2M |
-$658K |
+$18.5M |
NVDA, COST, DKS, LRCX, MSFT
|
13F-HR |
8/6/2024, 09:32 PM |
| Q1 2024 |
33 |
$152M |
+$1.66M |
-$5.87M |
-$4.21M |
NVDA, DKS, CPRT, ORLY, COST
|
13F-HR |
4/16/2024, 01:21 PM |
| Q4 2023 |
33 |
$137M |
+$3.05M |
-$7.35M |
-$4.3M |
NVDA, COST, CPRT, ORLY, MSFT
|
13F-HR |
1/8/2024, 03:51 PM |
| Q3 2023 |
36 |
$126M |
+$8.51M |
-$1.68M |
+$6.84M |
NVDA, ORLY, COST, CPRT, MSFT
|
13F-HR |
10/16/2023, 04:01 PM |
| Q2 2023 |
37 |
$127M |
+$4.77M |
-$2.73M |
+$2.04M |
NVDA, ORLY, AAPL, CPRT, COST
|
13F-HR |
7/24/2023, 04:56 PM |
| Q1 2023 |
36 |
$112M |
+$12.5M |
-$3.03M |
+$9.45M |
NVDA, ORLY, CPRT, TSCO, COST
|
13F-HR |
4/21/2023, 12:45 PM |
| Q4 2022 |
35 |
$92.2M |
+$8.53M |
-$10.8M |
-$2.3M |
ORLY, TSCO, COST, JNJ, HD
|
13F-HR |
1/26/2023, 04:43 PM |
| Q3 2022 |
35 |
$88.7M |
+$7.38M |
-$4.71M |
+$2.67M |
ORLY, COST, TSCO, AAPL, JNJ
|
13F-HR |
10/27/2022, 03:26 PM |
| Q2 2022 |
29 |
$91.9M |
+$6.37M |
-$3.78M |
+$2.59M |
COST, ORLY, JNJ, TSCO, AAPL
|
13F-HR |
7/14/2022, 05:34 PM |
| Q1 2022 |
28 |
$113M |
+$4.79M |
-$13.6M |
-$8.78M |
NVDA, COST, TSCO, AAPL, ORLY
|
13F-HR |
5/4/2022, 11:47 AM |
| Q4 2021 |
30 |
$133M |
$0 |
$0 |
|
NVDA, COST, ACN, HD, ZTS
|
13F-HR |
2/11/2022, 06:10 PM |