| Q2 2024 |
96 |
$258M |
+$8.35M |
-$9.39M |
-$1.04M |
GOOGL, MSFT, PANW, FDX, XOM
|
13F-HR |
7/15/2024, 03:32 PM |
| Q1 2024 |
96 |
$258M |
+$28.9M |
-$9.74M |
+$19.2M |
MSFT, GOOGL, XOM, FDX, BRKB
|
13F-HR |
4/17/2024, 06:49 PM |
| Q4 2023 |
81 |
$221M |
+$12.4M |
-$17.2M |
-$4.81M |
PANW, MSFT, GOOGL, XOM, CVS
|
13F-HR |
2/12/2024, 05:28 PM |
| Q3 2023 |
79 |
$208M |
+$24.5M |
-$10.9M |
+$13.6M |
PANW, XOM, MSFT, FDX, GOOGL
|
13F-HR |
11/13/2023, 11:04 AM |
| Q2 2023 |
78 |
$199M |
+$14.9M |
-$20M |
-$5.11M |
PANW, MSFT, XOM, FDX, BRKB
|
13F-HR |
8/10/2023, 05:20 PM |
| Q1 2023 |
73 |
$191M |
+$19M |
-$2.88M |
+$16.2M |
XOM, EOG, PANW, MSFT, LMT
|
13F-HR |
5/12/2023, 05:24 PM |
| Q4 2022 |
69 |
$169M |
$0 |
$0 |
|
XOM, EOG, LMT, BRKB, MSFT
|
13F-HR |
2/9/2023, 09:06 PM |