Q4 2024 |
61 |
$6.09B |
+$359M |
-$689M |
-$330M |
AMZN, META, MSFT, ANET, AAPL
|
13F-HR |
2/26/2025, 04:48 PM |
Q3 2024 |
67 |
$6.26B |
+$89.7M |
-$332M |
-$242M |
MSFT, META, AMZN, ANET, AAPL
|
13F-HR |
11/14/2024, 11:11 AM |
Q2 2024 |
64 |
$6.18B |
+$559M |
-$347M |
+$212M |
MSFT, AMZN, META, ANET, JNJ
|
13F-HR |
8/14/2024, 10:58 AM |
Q1 2024 |
57 |
$5.87B |
+$199M |
-$223M |
-$23.3M |
MSFT, AMZN, META, ANET, MA
|
13F-HR |
5/1/2024, 07:22 PM |
Q4 2023 |
70 |
$5.44B |
+$67.8M |
-$336M |
-$268M |
MSFT, AMZN, META, ANET, MA
|
13F-HR |
1/29/2024, 06:51 PM |
Q3 2023 |
71 |
$5.06B |
+$132M |
-$189M |
-$56.8M |
MSFT, AMZN, META, MA, TMO
|
13F-HR |
11/7/2023, 08:12 PM |
Q2 2023 |
70 |
$5.28B |
+$198M |
-$128M |
+$70.7M |
MSFT, AMZN, META, MA, AAPL
|
13F-HR |
7/28/2023, 02:03 PM |
Q1 2023 |
85 |
$4.86B |
+$326M |
-$107M |
+$219M |
MSFT, AMZN, META, TMO, MA
|
13F-HR |
4/14/2023, 03:03 PM |
Q4 2022 |
81 |
$4.2B |
+$116M |
-$137M |
-$20.6M |
MSFT, TMO, MA, JPM, AMZN
|
13F-HR |
1/17/2023, 08:38 PM |
Q3 2022 |
81 |
$4B |
+$431M |
-$88.1M |
+$343M |
MSFT, AMZN, TMO, MA, AAPL
|
13F-HR |
10/31/2022, 06:18 PM |
Q2 2022 |
77 |
$4.08B |
+$399M |
-$241M |
+$158M |
MSFT, AMZN, TMO, FDX, MA
|
13F-HR |
8/1/2022, 06:12 PM |
Q1 2022 |
84 |
$5.04B |
+$208M |
-$297M |
-$88.6M |
MSFT, AMZN, TMO, MA, GOOG
|
13F-HR |
5/9/2022, 06:40 PM |
Q4 2021 |
88 |
$5.79B |
+$284M |
-$189M |
+$95.3M |
MSFT, AMZN, TMO, FDX, GOOG
|
13F-HR |
1/31/2022, 02:26 PM |
Q3 2021 |
90 |
$5.36B |
+$145M |
-$221M |
-$76M |
MSFT, AMZN, TMO, JPM, META
|
13F-HR |
10/28/2021, 09:40 PM |
Q2 2021 |
90 |
$5.44B |
+$215M |
-$76.7M |
+$138M |
MSFT, AMZN, META, FDX, MA
|
13F-HR |
7/23/2021, 01:05 PM |
Q1 2021 |
89 |
$4.89B |
+$189M |
-$236M |
-$46.6M |
MSFT, AMZN, MA, FDX, JPM
|
13F-HR |
4/27/2021, 09:45 AM |
Q4 2020 |
79 |
$4.85B |
+$53.4M |
-$70M |
-$16.6M |
AMZN, MSFT, MA, NKE, FDX
|
13F-HR |
2/5/2021, 04:26 PM |
Q3 2020 |
77 |
$4.41B |
+$243M |
-$105M |
+$138M |
AMZN, MSFT, MA, TMO, FDX
|
13F-HR |
10/26/2020, 05:00 PM |
Q2 2020 |
56 |
$4.03B |
+$367M |
-$80.3M |
+$287M |
AMZN, MSFT, MA, TMO, SPGI
|
13F-HR |
8/18/2020, 11:43 AM |
Q1 2020 |
53 |
$3.21B |
+$176M |
-$59.2M |
+$117M |
MSFT, AMZN, MA, TMO, PGR
|
13F-HR |
5/1/2020, 04:54 PM |
Q4 2019 |
68 |
$4.14B |
+$56.4M |
-$64.8M |
-$8.35M |
MA, MSFT, AMZN, JPM, NKE
|
13F-HR |
1/21/2020, 03:52 PM |
Q3 2019 |
68 |
$3.86B |
+$78.6M |
-$73.9M |
+$4.71M |
MA, AMZN, MSFT, COST, JPM
|
13F-HR |
10/15/2019, 02:23 PM |
Q2 2019 |
71 |
$3.87B |
+$78M |
-$63M |
+$15M |
AMZN, MA, MSFT, APD, PGR
|
Restatement |
10/16/2019, 02:37 PM |
Q1 2019 |
71 |
$3.72B |
+$109M |
-$105M |
+$3.91M |
AMZN, MA, MSFT, PGR, JPM
|
Restatement |
10/16/2019, 02:37 PM |
Q4 2018 |
86 |
$3.18B |
+$133M |
-$210M |
-$77.2M |
AMZN, JPM, MA, MSFT, NKE
|
Restatement |
10/16/2019, 02:36 PM |
Q3 2018 |
85 |
$3.78B |
+$108M |
-$153M |
-$44.8M |
AMZN, MA, PGR, JPM, MSFT
|
13F-HR |
10/15/2018, 03:13 PM |
Q2 2018 |
86 |
$3.53B |
+$75.7M |
-$169M |
-$93.5M |
AMZN, MA, JPM, TXN, NKE
|
13F-HR |
8/20/2018, 06:43 AM |
Q1 2018 |
90 |
$3.52B |
+$83.7M |
-$78.2M |
+$5.47M |
JNJ, AMZN, JPM, MA, PGR
|
13F-HR |
5/11/2018, 02:50 PM |
Q4 2017 |
55 |
$3.53B |
+$88.9M |
-$147M |
-$58.4M |
JNJ, JPM, TXN, MA, PGR
|
13F-HR |
1/10/2018, 08:31 PM |
Q3 2017 |
56 |
$3.46B |
+$136M |
-$127M |
+$8.99M |
JNJ, JPM, MA, TXN, PGR
|
13F-HR |
10/13/2017, 01:36 PM |
Q2 2017 |
56 |
$3.4B |
+$61.8M |
-$401M |
-$339M |
JNJ, JPM, WFC, NSRGY, MA
|
13F-HR |
8/14/2017, 11:43 AM |
Q1 2017 |
58 |
$3.63B |
+$148M |
-$181M |
-$32.7M |
JNJ, JPM, TXN, WFC, COST
|
13F-HR |
4/14/2017, 06:27 PM |
Q4 2016 |
59 |
$3.55B |
+$120M |
-$131M |
-$11.1M |
JNJ, JPM, WFC, TXN, AMZN
|
13F-HR |
1/17/2017, 07:09 PM |
Q3 2016 |
62 |
$3.64B |
+$119M |
-$183M |
-$64.7M |
JNJ, NSRGY, AMZN, TXN, JPM
|
13F-HR |
10/11/2016, 10:28 AM |
Q2 2016 |
63 |
$3.54B |
+$222M |
-$276M |
-$54.8M |
JNJ, NSRGY, AMZN, TXN, JPM
|
13F-HR |
7/13/2016, 07:39 PM |
Q1 2016 |
61 |
$3.7B |
+$36.7M |
-$153M |
-$116M |
JNJ, NSRGY, TXN, AMZN, MMM
|
13F-HR |
4/15/2016, 06:34 PM |
Q4 2015 |
61 |
$3.8B |
+$298M |
-$145M |
+$153M |
JNJ, NSRGY, AMZN, JPM, TXN
|
13F-HR |
2/2/2016, 07:12 PM |
Q3 2015 |
64 |
$3.74B |
+$131M |
-$640M |
-$509M |
JNJ, NSRGY, AMZN, JPM, TXN
|
13F-HR |
10/14/2015, 04:13 PM |
Q2 2015 |
63 |
$4.67B |
+$85.4M |
-$428M |
-$342M |
JNJ, NSRGY, AMZN, JPM, DIS
|
13F-HR |
7/16/2015, 07:18 PM |
Q1 2015 |
62 |
$4.99B |
+$247M |
-$562M |
-$315M |
JNJ, NSRGY, DIS, TXN, APD
|
13F-HR |
4/9/2015, 08:52 PM |
Q4 2014 |
63 |
$5.5B |
+$404M |
-$318M |
+$86.3M |
JNJ, NSRGY, TXN, UNP, DIS
|
13F-HR |
1/12/2015, 05:29 PM |
Q3 2014 |
64 |
$5.56B |
+$174M |
-$375M |
-$200M |
JNJ, NSRGY, MSFT, APD, CPXXXX
|
13F-HR |
10/9/2014, 06:47 PM |
Q2 2014 |
62 |
$5.91B |
+$480M |
-$212M |
+$269M |
JNJ, NSRGY, MON, APD, MSFT
|
13F-HR |
7/9/2014, 06:35 PM |
Q1 2014 |
59 |
$5.71B |
+$335M |
-$163M |
+$171M |
JNJ, NSRGY, MSFT, GOOGLXXXX, ADI
|
13F-HR |
4/8/2014, 07:04 PM |
Q4 2013 |
58 |
$5.64B |
|
|
|
JNJ, NSRGY, GOOGLXXXX, MSFT, MON
|
13F-HR |
1/16/2014, 06:14 PM |