| Q4 2025 |
124 |
$365,295,845 |
+$735,564 |
-$88,425,005 |
-$87,689,441 |
FDX, IVV, MSFT, CAT, CTAS
|
13F-HR |
16 Jan 2026, 17:14 |
| Q3 2025 |
125 |
$401,740,132 |
+$359,621 |
-$123,478,603 |
-$123,118,982 |
FDX, MSFT, IVV, CTAS, CAT
|
13F-HR |
22 Oct 2025, 17:10 |
| Q2 2025 |
131 |
$501,731,633 |
+$1,701,982 |
-$2,019,094 |
-$317,112 |
FDX, MSFT, CTAS, IVV, ADP
|
13F-HR |
30 Jul 2025, 13:52 |
| Q1 2025 |
131 |
$513,568,992 |
+$44,992,363 |
-$1,349,585 |
+$43,642,778 |
FDX, CTAS, MSFT, IVV, ADP
|
13F-HR |
17 Apr 2025, 14:05 |
| Q4 2024 |
122 |
$513,644,585 |
+$2,339,418 |
-$10,089,184 |
-$7,749,766 |
FDX, MSFT, CTAS, IVV, ADP
|
13F-HR |
23 Jan 2025, 12:43 |
| Q3 2024 |
128 |
$518,762,333 |
+$10,920,992 |
-$7,528,199 |
+$3,392,793 |
FDX, MSFT, CTAS, IVV, HD
|
13F-HR |
15 Oct 2024, 16:59 |
| Q2 2024 |
125 |
$542,841,740 |
+$3,061,936 |
-$1,507,953 |
+$1,553,983 |
FDX, MSFT, CTAS, IVV, CAT
|
13F-HR |
24 Jul 2024, 17:20 |
| Q1 2024 |
126 |
$530,920,587 |
+$5,008,809 |
-$1,465,836 |
+$3,542,973 |
FDX, MSFT, CTAS, IVV, CAT
|
13F-HR |
22 Apr 2024, 15:36 |
| Q4 2023 |
120 |
$470,000,757 |
+$1,446,024 |
-$4,111,588 |
-$2,665,564 |
FDX, MSFT, CTAS, IVV, HD
|
Restatement |
22 Feb 2024, 14:24 |
| Q3 2023 |
116 |
$473,762,627 |
+$2,312,336 |
-$5,104,315 |
-$2,791,979 |
FDX, MSFT, XOM, IVV, CTAS
|
13F-HR |
06 Mar 2024, 18:16 |
| Q2 2023 |
123 |
$459,776,737 |
+$3,141,231 |
-$785,825 |
+$2,355,406 |
FDX, MSFT, IVV, XOM, CTAS
|
13F-HR |
06 Mar 2024, 18:27 |
| Q1 2023 |
116 |
$426,781,332 |
$0 |
$0 |
$0 |
FDX, MSFT, IVV, XOM, CTAS
|
13F-HR |
06 Mar 2024, 18:39 |