Q2 2025 |
198 |
$1.19B |
+$204M |
-$91.4M |
+$113M |
PCAR, MSFT, AAPL, NVDA, DFAS
|
13F-HR |
8/6/2025, 11:42 AM |
Q1 2025 |
202 |
$998M |
+$36.7M |
-$44.1M |
-$7.42M |
PCAR, PG, MSFT, AAPL, IVV
|
13F-HR |
4/29/2025, 05:42 PM |
Q4 2024 |
210 |
$1.04B |
+$48.2M |
-$45.3M |
+$2.86M |
PCAR, MSFT, AAPL, PG, IVV
|
13F-HR |
2/11/2025, 12:25 PM |
Q3 2024 |
218 |
$1.04B |
+$41.6M |
-$47.1M |
-$5.49M |
PCAR, MSFT, PG, AAPL, IVV
|
13F-HR |
10/31/2024, 04:20 PM |
Q2 2024 |
204 |
$1.01B |
+$49.6M |
-$56.5M |
-$6.9M |
PCAR, MSFT, PG, AAPL, IVV
|
13F-HR |
7/29/2024, 04:18 PM |
Q1 2024 |
223 |
$1.05B |
+$31.4M |
-$209M |
-$178M |
PCAR, MSFT, PG, IVV, AAPL
|
13F-HR |
5/14/2024, 02:06 PM |
Q4 2023 |
221 |
$1.13B |
+$106M |
-$46.3M |
+$59.6M |
SCZ, PCAR, MSFT, PG, AAPL
|
13F-HR |
2/14/2024, 05:27 PM |
Q3 2023 |
224 |
$957M |
+$56.8M |
-$50.5M |
+$6.26M |
SCZ, PCAR, MSFT, PG, AAPL
|
13F-HR |
11/6/2023, 12:44 PM |
Q2 2023 |
217 |
$980M |
+$48.6M |
-$47.8M |
+$824K |
SCZ, PCAR, MSFT, PG, AAPL
|
13F-HR |
8/10/2023, 01:30 PM |
Q1 2023 |
218 |
$935M |
+$107M |
-$73M |
+$34M |
SCZ, PCAR, PG, MSFT, AAPL
|
13F-HR |
5/15/2023, 12:18 PM |
Q4 2022 |
219 |
$882M |
+$125M |
-$67.3M |
+$58.1M |
SCZ, PCAR, PG, MSFT, AAPL
|
13F-HR |
2/6/2023, 02:09 PM |
Q3 2022 |
214 |
$787M |
+$133M |
-$53.7M |
+$79.3M |
PCAR, SCZ, PG, AAPL, MSFT
|
13F-HR |
11/15/2022, 06:32 PM |
Q2 2022 |
212 |
$778M |
+$99.4M |
-$21.5M |
+$77.9M |
PCAR, MSFT, AAPL, IVV, EEM
|
13F-HR |
8/3/2022, 05:33 PM |
Q1 2022 |
232 |
$864M |
+$82M |
-$191M |
-$109M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
5/12/2022, 05:47 PM |
Q4 2021 |
233 |
$1.03B |
+$120M |
-$41.2M |
+$78.5M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
2/9/2022, 12:43 PM |
Q3 2021 |
207 |
$856M |
+$39.1M |
-$13.6M |
+$25.5M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
10/26/2021, 06:47 PM |
Q2 2021 |
186 |
$844M |
+$14.9M |
-$25.2M |
-$10.4M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
7/28/2021, 05:16 PM |
Q1 2021 |
187 |
$812M |
+$43.5M |
-$45M |
-$1.43M |
PCAR, MSFT, AAPL, IVV, AMAT
|
13F-HR |
4/21/2021, 06:20 PM |
Q4 2020 |
184 |
$767M |
+$39M |
-$11.2M |
+$27.8M |
PCAR, AAPL, MSFT, IVV, AMZN
|
13F-HR |
2/5/2021, 05:41 PM |
Q3 2020 |
170 |
$676M |
+$24.7M |
-$17.5M |
+$7.17M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
11/10/2020, 06:51 PM |
Q2 2020 |
182 |
$629M |
+$27.6M |
-$17M |
+$10.6M |
PCAR, MSFT, AAPL, IVV, AMZN
|
13F-HR |
7/29/2020, 03:02 PM |
Q1 2020 |
173 |
$521M |
+$36M |
-$38.6M |
-$2.62M |
PCAR, MSFT, AAPL, IVV, COST
|
13F-HR |
4/30/2020, 07:18 PM |
Q4 2019 |
206 |
$703M |
+$62.4M |
-$28.3M |
+$34.1M |
PCAR, MSFT, AAPL, IVV, GNMA
|
13F-HR |
1/28/2020, 06:22 PM |
Q3 2019 |
185 |
$611M |
+$31.3M |
-$24.9M |
+$6.4M |
PCAR, MSFT, IVV, AAPL, JPM
|
13F-HR |
10/29/2019, 10:59 AM |
Q2 2019 |
192 |
$615M |
+$8.9M |
-$27.1M |
-$18.2M |
PCAR, MSFT, IVV, AAPL, CSCO
|
13F-HR |
7/26/2019, 02:16 PM |
Q1 2019 |
557 |
$627M |
+$42M |
-$228M |
-$186M |
PCAR, MSFT, IVV, AAPL, CSCO
|
13F-HR |
4/9/2019, 10:39 AM |
Q4 2018 |
578 |
$761M |
+$225M |
-$23.6M |
+$201M |
PCAR, GWX, EMB, HYG, DJP
|
13F-HR |
2/13/2019, 12:30 PM |
Q3 2018 |
618 |
$673M |
+$8.87M |
-$100M |
-$91.5M |
PCAR, BKD, MSFT, IVV, AAPL
|
13F-HR |
11/14/2018, 09:20 AM |
Q2 2018 |
607 |
$718M |
+$44.4M |
-$17.5M |
+$26.9M |
PCAR, HYG, BKD, USB, MSFT
|
13F-HR |
7/3/2018, 12:36 PM |
Q1 2018 |
738 |
$697M |
+$70.7M |
-$25.1M |
+$45.6M |
PCAR, HYG, USB, IVV, MSFT
|
13F-HR |
4/3/2018, 01:03 PM |
Q4 2017 |
700 |
$684M |
+$45.2M |
-$18.5M |
+$26.8M |
PCAR, USB, IVV, MSFT, AAPL
|
13F-HR |
1/3/2018, 11:47 AM |
Q3 2017 |
666 |
$630M |
+$154M |
-$12.3M |
+$142M |
PCAR, USB, IVV, MSFT, AAPL
|
13F-HR |
10/5/2017, 02:27 PM |
Q2 2017 |
623 |
$466M |
+$7.36M |
-$7.88M |
-$522K |
PCAR, IVV, USB, MO, MSFT
|
13F-HR |
7/20/2017, 03:39 PM |
Q1 2017 |
662 |
$463M |
+$23.4M |
-$22.2M |
+$1.22M |
PCAR, IVV, USB, MO, MSFT
|
13F-HR |
4/18/2017, 12:21 PM |
Q4 2016 |
834 |
$443M |
+$20.6M |
-$12.9M |
+$7.71M |
PCAR, IVV, USB, AAPL, MSFT
|
13F-HR |
1/17/2017, 09:58 AM |
Q3 2016 |
909 |
$416M |
+$26M |
-$15.1M |
+$10.9M |
PCAR, IVV, USB, MDT, AAPL
|
13F-HR |
10/4/2016, 11:54 AM |
Q2 2016 |
789 |
$386M |
+$10.6M |
-$7.48M |
+$3.13M |
PCAR, IVV, USB, MDT, GEXXXX
|
13F-HR |
7/7/2016, 02:38 PM |
Q1 2016 |
733 |
$387M |
+$18.2M |
-$50.6M |
-$32.4M |
PCAR, IVV, USB, MDT, META
|
13F-HR |
4/25/2016, 02:42 PM |
Q4 2015 |
719 |
$459M |
+$103M |
-$14.7M |
+$87.9M |
PCAR, EMB, IVV, BKLNXXXX, HYG
|
13F-HR |
1/21/2016, 03:06 PM |
Q3 2015 |
751 |
$376M |
+$30.6M |
-$13M |
+$17.6M |
PCAR, IVV, USB, AAPL, MDT
|
13F-HR |
10/6/2015, 05:50 PM |
Q2 2015 |
775 |
$410M |
+$23.9M |
-$22.4M |
+$1.45M |
PCAR, IVV, USB, AAPL, MDT
|
13F-HR |
7/9/2015, 06:37 PM |
Q1 2015 |
786 |
$415M |
+$104M |
-$39.4M |
+$64.3M |
PCAR, IVV, USB, AAPL, BRKA
|
13F-HR |
4/17/2015, 02:58 PM |
Q4 2014 |
836 |
$383M |
+$77.1M |
-$12M |
+$65.1M |
PCAR, EMB, IVV, USB, HYG
|
13F-HR |
1/15/2015, 02:03 PM |
Q3 2014 |
793 |
$319M |
+$14.5M |
-$168M |
-$154M |
PCAR, IVV, USB, BKD, XOM
|
13F-HR |
11/21/2014, 03:20 PM |
Q2 2014 |
845 |
$492M |
+$40.7M |
-$28.1M |
+$12.6M |
PCAR, IVV, USB, MU, AAPL
|
13F-HR |
8/8/2014, 12:45 PM |
Q1 2014 |
810 |
$473M |
|
|
|
PCAR, IVV, ESC, MU, BAC
|
13F-HR |
5/15/2014, 12:36 PM |
Q4 2013 |
24 |
$10.3K |
|
|
|
WTBFA
|
13F-HR |
2/6/2014, 04:28 PM |