Q4 2017 |
75 |
$237M |
+$650K |
-$86.8M |
-$86.2M |
TFX, EVR, AOS, MRCY, OSK
|
13F-HR |
2/2/2018, 02:49 PM |
Q3 2017 |
139 |
$425M |
+$2.59M |
-$97.5M |
-$94.9M |
ESLT, AOS, TFX, OSK, RJF
|
13F-HR |
11/14/2017, 08:13 AM |
Q2 2017 |
143 |
$503M |
+$18.6M |
-$419M |
-$401M |
AOS, EQIX, ESLT, TFX, MHK
|
13F-HR |
8/3/2017, 03:49 PM |
Q1 2017 |
153 |
$924M |
+$94.4M |
-$212M |
-$117M |
EQIX, AOS, WAL, MHK, MIDD
|
13F-HR |
5/12/2017, 04:27 PM |
Q4 2016 |
153 |
$1.03B |
+$136M |
-$502M |
-$366M |
MHK, EXP, WAL, AOS, EQIX
|
13F-HR |
2/14/2017, 06:57 AM |
Q3 2016 |
163 |
$1.55B |
+$269M |
-$533M |
-$264M |
VMC, MHK, NFX, GOOGL, EQIX
|
13F-HR |
11/14/2016, 06:21 AM |
Q2 2016 |
169 |
$2.07B |
+$437M |
-$312M |
+$124M |
VMC, MHK, NFX, CXO, GOOGL
|
13F-HR |
8/15/2016, 07:18 AM |
Q1 2016 |
183 |
$2.24B |
+$509M |
-$382M |
+$127M |
VMC, MHK, GOOGL, CBRE, EQIX
|
13F-HR |
5/16/2016, 09:14 AM |
Q4 2015 |
171 |
$2.56B |
+$594M |
-$386M |
+$207M |
VMC, MHK, CBRE, ENDPQ, GOOGL
|
13F-HR |
2/12/2016, 06:05 AM |
Q3 2015 |
178 |
$2.72B |
+$646M |
-$435M |
+$211M |
MHK, NXPI, AAPL, CBRE, FTNT
|
13F-HR |
11/13/2015, 05:15 AM |
Q2 2015 |
181 |
$3.15B |
+$510M |
-$1.8B |
-$1.29B |
NXPI, AAPL, MHK, HAR, TSN
|
13F-HR |
8/14/2015, 08:50 AM |
Q1 2015 |
181 |
$4.99B |
+$953M |
-$903M |
+$50.3M |
AAPL, NXPI, GOOGLXXXX, V, DIS
|
13F-HR |
5/15/2015, 07:34 AM |
Q4 2014 |
186 |
$5.58B |
+$1.32B |
-$943M |
+$381M |
AAPL, V, GOOGLXXXX, FBIN, DIS
|
13F-HR |
2/17/2015, 07:27 AM |
Q3 2014 |
187 |
$6B |
+$1.19B |
-$882M |
+$309M |
AAPL, URI, BEAV, FBIN, AMG
|
13F-HR |
11/14/2014, 07:10 AM |
Q2 2014 |
188 |
$6.48B |
+$1.14B |
-$2.15B |
-$1.02B |
AAPL, URI, GOOGLXXXX, BEAV, FBIN
|
13F-HR |
8/14/2014, 08:58 AM |
Q1 2014 |
210 |
$8.37B |
+$1.79B |
-$1.79B |
-$633K |
AAPL, GOOGLXXXX, BEAV, V, URI
|
13F-HR |
5/15/2014, 09:10 AM |
Q4 2013 |
211 |
$9.62B |
|
|
|
GOOGLXXXX, BEAV, GILD, FBIN, V
|
13F-HR |
2/14/2014, 06:56 AM |