Q4 2024 |
214 |
$6.18B |
+$247M |
-$170M |
+$76.7M |
GOOG, MSFT, AMZN, AAPL, ORLY
|
13F-HR |
2/10/2025, 03:06 PM |
Q3 2024 |
216 |
$6.15B |
+$319M |
-$377M |
-$58M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
11/12/2024, 10:22 AM |
Q2 2024 |
216 |
$6.01B |
+$434M |
-$233M |
+$202M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
7/24/2024, 02:12 PM |
Q1 2024 |
218 |
$6.05B |
+$227M |
-$354M |
-$127M |
MSFT, GOOG, AMZN, ORLY, DXCM
|
13F-HR |
5/14/2024, 12:38 PM |
Q4 2023 |
213 |
$5.65B |
+$165M |
-$170M |
-$4.74M |
MSFT, GOOG, AMZN, AAPL, ORLY
|
13F-HR |
2/13/2024, 11:45 AM |
Q3 2023 |
214 |
$5B |
+$181M |
-$172M |
+$8.97M |
GOOG, MSFT, ORLY, AAPL, AMZN
|
Restatement |
2/13/2024, 11:37 AM |
Q2 2023 |
217 |
$5.23B |
+$103M |
-$252M |
-$148M |
MSFT, GOOG, AAPL, ORLY, AMZN
|
Restatement |
2/13/2024, 11:30 AM |
Q1 2023 |
219 |
$4.93B |
+$153M |
-$264M |
-$111M |
MSFT, GOOG, AAPL, ORLY, TMO
|
Restatement |
2/13/2024, 11:22 AM |
Q4 2022 |
218 |
$4.67B |
+$172M |
-$210M |
-$37.2M |
MSFT, GOOG, ORLY, AAPL, HD
|
Restatement |
2/13/2024, 11:05 AM |
Q3 2022 |
223 |
$4.37B |
+$307M |
-$189M |
+$118M |
MSFT, AAPL, GOOG, ORLY, HD
|
Restatement |
2/13/2024, 10:58 AM |
Q2 2022 |
225 |
$4.58B |
+$248M |
-$376M |
-$128M |
MSFT, AAPL, GOOG, ORLY, V
|
Restatement |
2/13/2024, 10:50 AM |
Q1 2022 |
230 |
$5.61B |
+$260M |
-$373M |
-$113M |
MSFT, GOOG, AAPL, ORLY, PANW
|
Restatement |
2/13/2024, 10:37 AM |
Q4 2021 |
230 |
$6.14B |
+$351M |
-$185M |
+$166M |
MSFT, GOOG, AAPL, HD, ORLY
|
13F-HR |
2/10/2022, 05:05 PM |
Q3 2021 |
230 |
$5.63B |
+$208M |
-$247M |
-$38.2M |
MSFT, GOOG, AAPL, TMO, ORLY
|
13F-HR |
11/15/2021, 01:30 PM |
Q2 2021 |
230 |
$5.63B |
+$224M |
-$283M |
-$59.6M |
GOOG, MSFT, AAPL, V, TMO
|
13F-HR |
8/12/2021, 02:13 PM |
Q1 2021 |
227 |
$5.29B |
+$375M |
-$532M |
-$156M |
MSFT, GOOG, AAPL, AON, HD
|
13F-HR |
5/13/2021, 07:28 PM |
Q4 2020 |
226 |
$5.26B |
+$263M |
-$220M |
+$42.8M |
MSFT, AAPL, GOOG, V, CTAS
|
13F-HR |
2/10/2021, 03:00 PM |
Q3 2020 |
220 |
$4.73B |
+$317M |
-$131M |
+$186M |
MSFT, AAPL, GOOG, TMO, AON
|
13F-HR |
11/13/2020, 08:19 AM |
Q2 2020 |
216 |
$4.33B |
+$360M |
-$222M |
+$138M |
MSFT, AAPL, GOOG, AON, TMO
|
13F-HR |
8/13/2020, 09:13 AM |
Q1 2020 |
211 |
$3.53B |
+$139M |
-$237M |
-$98.2M |
MSFT, AAPL, GOOG, AONXXXX, TMO
|
13F-HR |
5/13/2020, 04:48 PM |
Q4 2019 |
220 |
$4.75B |
+$224M |
-$142M |
+$81.9M |
MSFT, AAPL, AONXXXX, GOOG, CBRE
|
13F-HR |
2/13/2020, 03:39 PM |
Q3 2019 |
221 |
$4.44B |
+$251M |
-$220M |
+$31.3M |
MSFT, AAPL, AONXXXX, GOOG, TMO
|
13F-HR |
11/14/2019, 01:14 PM |
Q2 2019 |
219 |
$4.5B |
+$283M |
-$176M |
+$107M |
MSFT, AAPL, TMO, AONXXXX, MA
|
13F-HR |
8/12/2019, 05:48 PM |
Q1 2019 |
218 |
$4.22B |
+$134M |
-$214M |
-$80.6M |
MSFT, TMO, AAPL, SNA, MA
|
13F-HR |
5/14/2019, 12:05 PM |
Q4 2018 |
225 |
$3.84B |
+$174M |
-$193M |
-$19.9M |
MSFT, TMO, AAPL, SNA, MA
|
13F-HR |
2/14/2019, 10:29 AM |
Q3 2018 |
225 |
$4.58B |
+$256M |
-$216M |
+$40.5M |
AAPL, MSFT, SNA, CSCO, TMO
|
Restatement |
2/14/2019, 10:22 AM |
Q2 2018 |
216 |
$4.28B |
+$250M |
-$399M |
-$149M |
MSFT, AAPL, SNA, CSCO, TMO
|
13F-HR |
8/14/2018, 03:58 PM |
Q1 2018 |
211 |
$4.4B |
+$209M |
-$335M |
-$126M |
TMO, CBRE, MSFT, CSCO, SCHW
|
13F-HR |
5/14/2018, 12:17 PM |
Q4 2017 |
210 |
$4.6B |
+$255M |
-$236M |
+$19.4M |
TMO, SNA, SCHW, CSCO, MSFT
|
13F-HR |
2/14/2018, 01:01 PM |
Q3 2017 |
214 |
$4.49B |
+$304M |
-$337M |
-$33M |
TMO, SCHW, MA, SNA, CSCO
|
13F-HR |
11/14/2017, 11:52 AM |
Q2 2017 |
215 |
$4.5B |
+$349M |
-$216M |
+$133M |
LKQ, TMO, SCHW, SNA, WBA
|
13F-HR |
8/10/2017, 06:12 PM |
Q1 2017 |
208 |
$4.4B |
+$392M |
-$598M |
-$206M |
WBA, SNA, DVA, SCHW, LKQ
|
13F-HR |
5/12/2017, 05:28 PM |
Q4 2016 |
214 |
$4.48B |
+$576M |
-$597M |
-$21.6M |
SNA, LKQ, WBA, GILD, ORLY
|
13F-HR |
2/13/2017, 12:14 PM |
Q3 2016 |
211 |
$4.54B |
+$467M |
-$760M |
-$292M |
LKQ, WBA, IBM, SNA, PFE
|
13F-HR |
11/14/2016, 01:39 PM |
Q2 2016 |
201 |
$4.96B |
+$326M |
-$209M |
+$117M |
WBA, TMO, CB, AONXXXX, GILD
|
Restatement |
8/12/2016, 11:15 AM |
Q1 2016 |
205 |
$4.92B |
+$474M |
-$325M |
+$149M |
WBA, GILD, AMG, TMO, LKQ
|
13F-HR |
5/13/2016, 01:31 PM |
Q4 2015 |
210 |
$5.35B |
+$512M |
-$360M |
+$153M |
GILD, WBA, VRX, SNA, TMO
|
13F-HR |
2/11/2016, 12:11 PM |
Q3 2015 |
214 |
$5.28B |
+$413M |
-$217M |
+$196M |
VRX, GILD, WBA, ORLY, AMG
|
13F-HR |
11/12/2015, 02:03 PM |
Q2 2015 |
215 |
$5.71B |
+$625M |
-$58.9M |
+$566M |
VRX, GILD, WBA, AMG, SNA
|
13F-HR |
8/12/2015, 04:10 PM |
Q1 2015 |
222 |
$5.3B |
+$475M |
-$114M |
+$361M |
VRX, WBA, GILD, AMG, SNA
|
13F-HR |
5/13/2015, 02:51 PM |
Q4 2014 |
235 |
$4.87B |
+$695M |
-$124M |
+$571M |
VRX, WBA, AMG, GILD, ORLY
|
13F-HR |
2/12/2015, 04:33 PM |
Q3 2014 |
240 |
$4.25B |
+$278M |
-$150M |
+$128M |
VRX, GILD, WAG, AMG, TMO
|
13F-HR |
11/12/2014, 03:26 PM |
Q2 2014 |
244 |
$4.2B |
+$278M |
-$88M |
+$190M |
WAG, VRX, AMG, GILD, ORLY
|
13F-HR |
8/14/2014, 12:54 PM |
Q1 2014 |
253 |
$4.14B |
+$407M |
-$116M |
+$291M |
VRX, WAG, AMG, TMO, GILD
|
Restatement |
5/12/2014, 01:53 PM |
Q4 2013 |
266 |
$4.11B |
|
|
|
VRX, AMG, WAG, GILD, TMO
|
13F-HR |
2/7/2014, 03:46 PM |