Q1 2025 |
102 |
$171M |
+$3.58M |
-$8.03M |
-$4.45M |
XOM, AAPL, JPM, PG, SCHW
|
13F-HR |
4/16/2025, 11:25 AM |
Q4 2024 |
105 |
$174M |
+$11.1M |
-$2.8M |
+$8.29M |
AAPL, XOM, JPM, ORCL, PG
|
13F-HR |
1/16/2025, 10:18 AM |
Q3 2024 |
87 |
$169M |
+$3.92M |
-$4.65M |
-$727K |
AAPL, XOM, JPM, ORCL, PG
|
13F-HR |
10/11/2024, 10:29 AM |
Q2 2024 |
87 |
$165M |
+$19.4M |
-$5.33M |
+$14M |
AAPL, XOM, JPM, MU, ORCL
|
13F-HR |
7/22/2024, 02:12 PM |
Q1 2024 |
75 |
$151M |
+$3.85M |
-$4.49M |
-$641K |
AAPL, JPM, PXD, MU, ORCL
|
13F-HR |
4/12/2024, 10:35 AM |
Q4 2023 |
77 |
$143M |
+$205K |
-$831K |
-$626K |
AAPL, JPM, PXD, MCD, ORCL
|
Restatement |
1/25/2024, 11:10 AM |
Q3 2023 |
76 |
$133M |
+$4.38M |
-$7.89M |
-$3.5M |
AAPL, PXD, JPM, ORCL, PG
|
13F-HR |
10/20/2023, 01:53 PM |
Q2 2023 |
87 |
$145M |
+$1.08M |
-$1.63M |
-$544K |
AAPL, XOM, ORCL, PEP, JPM
|
13F-HR |
8/11/2023, 11:02 AM |
Q1 2023 |
88 |
$142M |
+$6.61M |
-$486K |
+$6.12M |
AAPL, XOM, BP, PEP, PXD
|
13F-HR |
4/13/2023, 09:40 AM |
Q4 2022 |
84 |
$137M |
+$2.19M |
-$1.98M |
+$215K |
XOM, AAPL, PXD, PG, PEP
|
13F-HR |
1/17/2023, 09:58 AM |
Q3 2022 |
77 |
$123M |
+$322K |
-$185K |
+$137K |
AAPL, PXD, XOM, UNH, PEP
|
13F-HR |
10/13/2022, 03:33 PM |
Q2 2022 |
78 |
$133M |
+$1.63M |
-$86.4K |
+$1.55M |
AAPL, PXD, XOM, PG, UNH
|
13F-HR |
7/15/2022, 02:17 PM |
Q1 2022 |
80 |
$150M |
+$3.09M |
-$18.1M |
-$15M |
AAPL, PXD, PG, QCOM, XOM
|
13F-HR |
4/26/2022, 11:31 AM |
Q4 2021 |
87 |
$179M |
+$1.06M |
-$1.31M |
-$244K |
AAPL, QCOM, SONY, JPM, PG
|
13F-HR |
1/31/2022, 10:31 AM |
Q3 2021 |
83 |
$161M |
+$3.21M |
-$2.76M |
+$449K |
AAPL, JPM, SONY, PG, C
|
13F-HR |
10/18/2021, 04:13 PM |
Q2 2021 |
81 |
$161M |
+$3.51M |
-$4.57M |
-$1.07M |
AAPL, SONY, JPM, QCOM, C
|
13F-HR |
7/23/2021, 10:32 AM |
Q1 2021 |
78 |
$157M |
+$9.2M |
-$6.9M |
+$2.3M |
AAPL, SONY, PG, JPM, MU
|
13F-HR |
4/23/2021, 10:56 AM |
Q4 2020 |
77 |
$143M |
+$7.54M |
-$267K |
+$7.27M |
AAPL, SONY, PG, UNH, QCOM
|
13F-HR |
2/2/2021, 09:08 AM |
Q3 2020 |
67 |
$122M |
+$5.01M |
-$1.73M |
+$3.28M |
AAPL, PG, SONY, UNH, APD
|
13F-HR |
10/26/2020, 10:18 AM |
Q2 2020 |
65 |
$117M |
+$4.91M |
-$24M |
-$19.1M |
AAPL, PG, UNH, SONY, NSRGY
|
13F-HR |
8/10/2020, 10:32 AM |
Q1 2020 |
64 |
$123M |
+$6.72M |
-$3.75M |
+$2.98M |
AAPL, PG, SONY, UNH, NSRGY
|
13F-HR |
4/14/2020, 01:42 PM |
Q4 2019 |
70 |
$162M |
+$3.21M |
-$3.08M |
+$132K |
AAPL, C, JPM, NSRGY, PG
|
13F-HR |
1/14/2020, 09:53 AM |
Q3 2019 |
65 |
$149M |
+$3.25M |
-$13.5M |
-$10.2M |
AAPL, NSRGY, PG, C, JPM
|
13F-HR |
10/11/2019, 11:18 AM |
Q2 2019 |
64 |
$159M |
+$1.39M |
-$1.53M |
-$142K |
JPM, AAPL, NSRGY, C, PG
|
13F-HR |
7/22/2019, 10:30 AM |
Q1 2019 |
67 |
$155M |
+$12.1M |
-$5.53M |
+$6.62M |
JPM, AAPL, NSRGY, PG, C
|
13F-HR |
4/16/2019, 10:42 AM |
Q4 2018 |
59 |
$139M |
+$3.35M |
-$2.02M |
+$1.34M |
UNH, AAPL, JPM, ELV, SONY
|
13F-HR |
1/16/2019, 10:24 AM |
Q3 2018 |
68 |
$165M |
+$2.43M |
-$3.32M |
-$893K |
AAPL, UNH, JPM, SONY, C
|
13F-HR |
10/10/2018, 03:03 PM |
Q2 2018 |
69 |
$154M |
+$3.83M |
-$423K |
+$3.41M |
AAPL, UNH, PXD, JPM, C
|
13F-HR |
7/17/2018, 03:06 PM |
Q1 2018 |
68 |
$153M |
+$3.96M |
-$1.79M |
+$2.18M |
AAPL, JPM, UNH, C, PXD
|
13F-HR |
4/17/2018, 03:23 PM |
Q4 2017 |
75 |
$160M |
+$4.16M |
-$1.92M |
+$2.24M |
AAPL, C, JPM, UNH, PXD
|
13F-HR |
1/25/2018, 03:42 PM |
Q3 2017 |
73 |
$151M |
+$6.58M |
-$2.08M |
+$4.51M |
C, AAPL, JPM, UNH, NSRGY
|
13F-HR |
10/16/2017, 04:32 PM |
Q2 2017 |
70 |
$149M |
+$1.02M |
-$725K |
+$295K |
C, AAPL, JPM, UNH, NSRGY
|
13F-HR |
7/13/2017, 03:05 PM |
Q1 2017 |
70 |
$145M |
+$5.38M |
-$2.17M |
+$3.21M |
AAPL, PXD, C, JPM, UNH
|
13F-HR |
4/26/2017, 05:04 PM |
Q4 2016 |
72 |
$141M |
+$1.86M |
-$2.01M |
-$148K |
PXD, JPM, AAPL, UNH, PG
|
13F-HR |
1/25/2017, 08:56 AM |
Q3 2016 |
68 |
$137M |
+$9.48M |
-$7.29M |
+$2.19M |
PXD, AAPL, NSRGY, PG, MDT
|
13F-HR |
10/24/2016, 02:21 PM |
Q2 2016 |
64 |
$130M |
+$2.21M |
-$15.7M |
-$13.5M |
JNJ, PXD, UNH, NSRGY, PG
|
13F-HR |
8/1/2016, 09:54 AM |
Q1 2016 |
65 |
$141M |
+$8.73M |
-$874K |
+$7.85M |
JNJ, AAPL, NSRGY, PG, PXD
|
13F-HR |
4/19/2016, 11:20 AM |
Q4 2015 |
65 |
$137M |
+$10.1M |
-$3.44M |
+$6.61M |
JNJ, AAPL, NSRGY, PG, JPM
|
13F-HR |
1/20/2016, 03:02 PM |
Q3 2015 |
57 |
$132M |
+$4.78M |
-$515K |
+$4.27M |
AAPL, JNJ, NSRGY, UNH, PG
|
13F-HR |
10/21/2015, 04:48 PM |
Q2 2015 |
61 |
$146M |
+$5.38M |
-$2M |
+$3.38M |
AAPL, JNJ, NSRGY, PXD, JPM
|
13F-HR |
7/21/2015, 03:27 PM |
Q1 2015 |
65 |
$150M |
+$4.99M |
-$4.05M |
+$942K |
AAPL, PXD, JNJ, NSRGY, MDTXXXX
|
13F-HR |
4/22/2015, 11:15 AM |
Q4 2014 |
69 |
$155M |
+$5.02M |
-$1.94M |
+$3.08M |
AAPL, PXD, JPM, AXP, MDTXXXX
|
13F-HR |
1/26/2015, 01:55 PM |
Q3 2014 |
66 |
$152M |
+$8.15M |
-$2.08M |
+$6.08M |
PXD, AAPL, JPM, AXP, JNJ
|
13F-HR |
10/16/2014, 12:15 PM |
Q2 2014 |
65 |
$155M |
+$4.94M |
-$134K |
+$4.81M |
PXD, AXP, HAL, JPM, AAPL
|
13F-HR |
7/17/2014, 04:35 PM |
Q1 2014 |
64 |
$146M |
+$8.47M |
-$6.13M |
+$2.33M |
PXD, AXP, JPM, PM, JNJ
|
13F-HR |
4/28/2014, 03:46 PM |
Q4 2013 |
61 |
$142M |
|
|
|
PXD, IBM, AXP, JPM, PM
|
13F-HR |
1/27/2014, 02:30 PM |