| Q3 2025 |
1,646 |
$8.2B |
+$463M |
-$380M |
+$82.9M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
11/5/2025, 08:57 PM |
| Q2 2025 |
1,603 |
$7.56B |
+$661M |
-$358M |
+$303M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
7/31/2025, 01:34 PM |
| Q1 2025 |
1,564 |
$6.62B |
+$499M |
-$333M |
+$165M |
MSFT, AAPL, NVDA, AMZN, BRKB
|
13F-HR |
4/22/2025, 09:11 PM |
| Q4 2024 |
1,548 |
$6.7B |
+$486M |
-$367M |
+$119M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
2/4/2025, 07:35 PM |
| Q3 2024 |
1,506 |
$6.56B |
+$404M |
-$435M |
-$31.2M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
11/5/2024, 01:39 PM |
| Q2 2024 |
1,430 |
$6.3B |
+$591M |
-$262M |
+$329M |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
8/7/2024, 07:32 PM |
| Q1 2024 |
1,428 |
$6.03B |
+$480M |
-$340M |
+$140M |
MSFT, AAPL, NVDA, AMZN, BRKB
|
13F-HR |
5/6/2024, 09:45 PM |
| Q4 2023 |
1,382 |
$5.44B |
+$364M |
-$263M |
+$101M |
MSFT, AAPL, AMZN, NVDA, BRKB
|
13F-HR |
2/13/2024, 02:46 PM |
| Q3 2023 |
1,493 |
$4.84B |
+$291M |
-$256M |
+$35M |
MSFT, AAPL, AMZN, BRKB, NVDA
|
13F-HR |
11/7/2023, 08:19 PM |
| Q2 2023 |
1,410 |
$5B |
+$303M |
-$252M |
+$50.5M |
MSFT, AAPL, AMZN, BRKB, NVDA
|
13F-HR |
8/2/2023, 06:39 PM |
| Q1 2023 |
1,377 |
$4.71B |
+$376M |
-$222M |
+$154M |
MSFT, AAPL, BRKB, AMZN, JPM
|
13F-HR |
5/10/2023, 05:26 PM |
| Q4 2022 |
1,348 |
$4.39B |
+$251M |
-$352M |
-$101M |
MSFT, AAPL, BRKB, AMZN, JPM
|
13F-HR |
2/7/2023, 07:39 PM |
| Q3 2022 |
1,359 |
$4.27B |
+$368M |
-$293M |
+$75.2M |
AAPL, MSFT, AMZN, BRKB, JNJ
|
13F-HR |
11/14/2022, 07:33 AM |
| Q2 2022 |
1,402 |
$4.64B |
+$379M |
-$247M |
+$132M |
MSFT, AAPL, BRKB, AMZN, GOOGL
|
13F-HR |
8/8/2022, 05:02 PM |
| Q1 2022 |
1,462 |
$5.54B |
+$536M |
-$304M |
+$232M |
AAPL, MSFT, AMZN, BRKB, GOOGL
|
13F-HR |
5/11/2022, 06:48 PM |
| Q4 2021 |
1,484 |
$5.71B |
+$352M |
-$335M |
+$16.6M |
AAPL, MSFT, AMZN, BRKB, GOOGL
|
13F-HR |
2/1/2022, 08:28 PM |
| Q3 2021 |
1,484 |
$5.34B |
+$345M |
-$471M |
-$126M |
AAPL, MSFT, AMZN, BRKB, META
|
13F-HR |
11/12/2021, 09:49 AM |
| Q2 2021 |
1,502 |
$5.58B |
+$458M |
-$250M |
+$209M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
8/2/2021, 09:16 PM |
| Q1 2021 |
1,432 |
$5.01B |
+$500M |
-$467M |
+$32.2M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
5/7/2021, 07:05 PM |
| Q4 2020 |
1,340 |
$4.74B |
+$499M |
-$212M |
+$287M |
AAPL, MSFT, AMZN, BRKB, META
|
13F-HR |
2/10/2021, 08:33 PM |
| Q3 2020 |
1,272 |
$3.99B |
+$400M |
-$368M |
+$32.4M |
AAPL, MSFT, AMZN, META, BRKB
|
13F-HR |
11/13/2020, 10:34 AM |
| Q2 2020 |
1,251 |
$3.86B |
+$346M |
-$369M |
-$22.9M |
MSFT, AAPL, AMZN, META, V
|
13F-HR |
8/11/2020, 03:27 PM |
| Q1 2020 |
1,191 |
$3.29B |
+$384M |
-$194M |
+$190M |
MSFT, AAPL, AMZN, QQQ, V
|
13F-HR |
5/7/2020, 05:46 PM |
| Q4 2019 |
1,271 |
$4.04B |
+$292M |
-$174M |
+$118M |
AAPL, MSFT, AMZN, JPM, KMX
|
13F-HR |
2/6/2020, 06:07 PM |
| Q3 2019 |
1,252 |
$3.67B |
+$225M |
-$176M |
+$48.4M |
MSFT, AAPL, AMZN, KMX, JPM
|
13F-HR |
10/31/2019, 05:15 PM |
| Q2 2019 |
1,296 |
$3.68B |
+$192M |
-$318M |
-$126M |
MSFT, AAPL, AMZN, KMX, META
|
13F-HR |
8/9/2019, 02:41 PM |
| Q1 2019 |
1,343 |
$3.74B |
+$307M |
-$136M |
+$171M |
AAPL, MSFT, AMZN, BRKB, JPM
|
13F-HR |
4/24/2019, 04:00 PM |
| Q4 2018 |
1,237 |
$3.2B |
+$214M |
-$248M |
-$33.6M |
AAPL, MSFT, AMZN, BRKB, JPM
|
13F-HR |
1/29/2019, 10:15 AM |
| Q3 2018 |
1,345 |
$3.93B |
+$247M |
-$139M |
+$108M |
AAPL, MSFT, AMZN, JPM, META
|
13F-HR |
10/26/2018, 04:15 PM |
| Q2 2018 |
1,324 |
$3.68B |
+$278M |
-$497M |
-$218M |
AAPL, MSFT, AMZN, META, JPM
|
13F-HR |
8/10/2018, 09:57 AM |
| Q1 2018 |
1,324 |
$3.89B |
+$343M |
-$176M |
+$167M |
AAPL, GILD, MSFT, FMI, KMX
|
13F-HR |
5/1/2018, 03:24 PM |
| Q4 2017 |
1,309 |
$3.88B |
+$190M |
-$162M |
+$28.7M |
AAPL, GILD, META, MSFT, KMX
|
13F-HR |
2/7/2018, 07:29 AM |
| Q3 2017 |
1,288 |
$3.73B |
+$239M |
-$191M |
+$47.6M |
AAPL, GILD, KMX, META, AFL
|
13F-HR |
11/9/2017, 07:12 AM |
| Q2 2017 |
1,296 |
$3.62B |
+$247M |
-$182M |
+$65.4M |
AAPL, GILD, KMX, AFL, META
|
13F-HR |
8/9/2017, 11:48 AM |
| Q1 2017 |
1,285 |
$3.53B |
+$265M |
-$237M |
+$28M |
AAPL, GILD, KMX, GEXXXX, AFL
|
13F-HR |
5/15/2017, 11:20 AM |
| Q4 2016 |
1,274 |
$3.43B |
+$265M |
-$260M |
+$5.35M |
GILD, AAPL, KMX, GEXXXX, AFL
|
13F-HR |
2/1/2017, 05:50 PM |
| Q3 2016 |
1,266 |
$3.43B |
+$234M |
-$214M |
+$19.1M |
GILD, AAPL, KMX, GEXXXX, AFL
|
13F-HR |
11/7/2016, 08:22 AM |
| Q2 2016 |
1,218 |
$3.35B |
+$248M |
-$184M |
+$64M |
GILD, GEXXXX, AAPL, AFL, KMX
|
13F-HR |
8/8/2016, 02:48 PM |
| Q1 2016 |
1,245 |
$3.29B |
+$253M |
-$243M |
+$9.54M |
GILD, AAPL, GEXXXX, KMX, MSFT
|
13F-HR |
4/26/2016, 08:25 AM |
| Q4 2015 |
1,276 |
$3.36B |
+$304M |
-$218M |
+$85.7M |
GILD, AAPL, GEXXXX, KMX, MSFT
|
13F-HR |
2/2/2016, 07:04 PM |
| Q3 2015 |
1,342 |
$3.29B |
+$371M |
-$181M |
+$190M |
GILD, AAPL, KMX, GEXXXX, AFL
|
13F-HR |
11/12/2015, 05:35 PM |
| Q2 2015 |
1,470 |
$3.59B |
+$555M |
-$453M |
+$102M |
GILD, AAPL, KMX, GEXXXX, AFL
|
13F-HR |
8/12/2015, 05:24 PM |
| Q1 2015 |
1,485 |
$3.67B |
+$459M |
-$181M |
+$278M |
SPY, AAPL, GILD, GEXXXX, KMX
|
13F-HR |
5/7/2015, 07:00 PM |
| Q4 2014 |
1,392 |
$3.48B |
+$375M |
-$182M |
+$193M |
SPY, AAPL, GILD, GEXXXX, KMX
|
13F-HR |
2/9/2015, 06:24 PM |
| Q3 2014 |
1,414 |
$3.36B |
+$394M |
-$203M |
+$191M |
SPY, AAPL, GILD, GEXXXX, MSFT
|
13F-HR |
11/12/2014, 06:54 AM |
| Q2 2014 |
1,406 |
$3.32B |
+$347M |
-$313M |
+$34.3M |
SPY, AAPL, GILD, GEXXXX, IBM
|
13F-HR |
8/13/2014, 06:27 PM |
| Q1 2014 |
1,398 |
$3.34B |
+$474M |
-$178M |
+$296M |
SPY, GEXXXX, AAPL, GILD, MON
|
13F-HR |
5/8/2014, 07:11 PM |
| Q4 2013 |
1,372 |
$3.13B |
|
|
|
SPY, AAPL, GEXXXX, GILD, XOM
|
13F-HR |
2/11/2014, 05:22 PM |