Q1 2025 |
153 |
$1.01B |
+$15.7M |
-$20.5M |
-$4.79M |
NVDA, MSFT, ORLY, ISRG, AAPL
|
13F-HR |
4/9/2025, 10:40 AM |
Q4 2024 |
156 |
$1.04B |
+$18.2M |
-$16.7M |
+$1.46M |
NVDA, MSFT, ORLY, ISRG, AAPL
|
13F-HR |
1/15/2025, 07:02 AM |
Q3 2024 |
165 |
$1.04B |
+$18M |
-$19.1M |
-$1.09M |
NVDA, MSFT, ORLY, ISRG, AAPL
|
13F-HR |
10/11/2024, 08:46 AM |
Q2 2024 |
165 |
$983M |
+$86.6M |
-$10.9M |
+$75.6M |
NVDA, MSFT, ORLY, ISRG, AAPL
|
13F-HR |
7/8/2024, 01:37 PM |
Q1 2024 |
163 |
$965M |
+$17.4M |
-$24.2M |
-$6.88M |
NVDA, MSFT, ORLY, ISRG, AAPL
|
13F-HR |
4/9/2024, 02:29 PM |
Q4 2023 |
166 |
$864M |
+$8M |
-$11.4M |
-$3.42M |
MSFT, NVDA, ORLY, AAPL, ISRG
|
13F-HR |
1/8/2024, 01:47 PM |
Q3 2023 |
168 |
$797M |
+$6.48M |
-$13.4M |
-$6.88M |
MSFT, NVDA, ORLY, AAPL, ISRG
|
13F-HR |
10/10/2023, 11:53 AM |
Q2 2023 |
170 |
$847M |
+$11.3M |
-$12.6M |
-$1.24M |
MSFT, NVDA, ORLY, AAPL, ISRG
|
13F-HR |
7/7/2023, 01:40 PM |
Q1 2023 |
168 |
$784M |
+$7.07M |
-$12.6M |
-$5.55M |
MSFT, ORLY, AAPL, NVDA, ISRG
|
13F-HR |
4/6/2023, 12:52 PM |
Q4 2022 |
169 |
$752M |
+$14M |
-$8.5M |
+$5.47M |
MSFT, ORLY, ISRG, AAPL, HD
|
13F-HR |
1/10/2023, 10:10 AM |
Q3 2022 |
162 |
$672M |
+$34.2M |
-$9.35M |
+$24.9M |
MSFT, ORLY, AAPL, ISRG, GOOG
|
13F-HR |
10/11/2022, 04:17 PM |
Q2 2022 |
165 |
$720M |
+$19.8M |
-$5.51M |
+$14.3M |
MSFT, ORLY, AAPL, ISRG, GOOG
|
13F-HR |
7/11/2022, 10:28 AM |
Q1 2022 |
178 |
$854M |
+$14.3M |
-$60.1M |
-$45.9M |
MSFT, AAPL, ORLY, ISRG, NVDA
|
13F-HR |
4/7/2022, 12:31 PM |
Q4 2021 |
185 |
$955M |
+$34.9M |
-$9.26M |
+$25.7M |
MSFT, AAPL, ISRG, ORLY, NVDA
|
13F-HR |
1/7/2022, 09:19 AM |
Q3 2021 |
188 |
$858M |
+$27.5M |
-$12.4M |
+$15.1M |
MSFT, ISRG, ORLY, AAPL, GOOG
|
13F-HR |
10/5/2021, 02:31 PM |
Q2 2021 |
193 |
$850M |
+$12.4M |
-$16.5M |
-$4.13M |
MSFT, ISRG, AAPL, ORLY, NVDA
|
13F-HR |
7/6/2021, 11:53 AM |
Q1 2021 |
193 |
$787M |
+$13.7M |
-$13M |
+$682K |
MSFT, AAPL, ISRG, ORLY, HD
|
13F-HR |
4/5/2021, 11:41 AM |
Q4 2020 |
200 |
$747M |
+$71.8M |
-$3.85M |
+$68M |
MSFT, ISRG, AAPL, ORLY, IDXX
|
13F-HR |
1/6/2021, 01:57 PM |
Q3 2020 |
157 |
$619M |
+$27.2M |
-$16.3M |
+$10.9M |
MSFT, ISRG, AAPL, ORLY, HD
|
13F-HR |
10/2/2020, 12:15 PM |
Q2 2020 |
159 |
$587M |
+$20.1M |
-$4.68M |
+$15.4M |
MSFT, ORLY, AAPL, ISRG, HD
|
13F-HR |
7/7/2020, 09:56 AM |
Q1 2020 |
155 |
$491M |
+$4.25M |
-$8.71M |
-$4.46M |
MSFT, ISRG, ORLY, AAPL, HD
|
13F-HR |
4/3/2020, 10:55 AM |
Q4 2019 |
154 |
$614M |
+$12.1M |
-$9.02M |
+$3.12M |
MSFT, ORLY, ISRG, AAPL, HD
|
13F-HR |
1/13/2020, 11:20 AM |
Q3 2019 |
160 |
$574M |
+$9.99M |
-$3.4M |
+$6.59M |
MSFT, ISRG, ORLY, HD, MDT
|
13F-HR |
10/2/2019, 02:36 PM |
Q2 2019 |
159 |
$573M |
+$1.97M |
-$4.05M |
-$2.08M |
MSFT, ISRG, ORLY, HD, PEP
|
13F-HR |
7/3/2019, 03:23 PM |
Q1 2019 |
162 |
$558M |
+$5.68M |
-$9.85M |
-$4.17M |
MSFT, ISRG, ORLY, HD, JNJ
|
13F-HR |
4/5/2019, 01:13 PM |
Q4 2018 |
160 |
$498M |
+$6.47M |
-$12.5M |
-$6M |
MSFT, ISRG, ORLY, MDT, HD
|
13F-HR |
1/8/2019, 11:05 AM |
Q3 2018 |
160 |
$592M |
+$5.49M |
-$12.7M |
-$7.25M |
MSFT, ISRG, ORLY, LGND, HD
|
13F-HR |
10/3/2018, 02:44 PM |
Q2 2018 |
162 |
$543M |
+$2.97M |
-$8.45M |
-$5.48M |
MSFT, ISRG, ORLY, LGND, HD
|
13F-HR |
7/23/2018, 12:35 PM |
Q1 2018 |
164 |
$529M |
+$8.38M |
-$9.02M |
-$640K |
MSFT, ISRG, ORLY, HD, JNJ
|
13F-HR |
4/19/2018, 09:53 AM |
Q4 2017 |
165 |
$542M |
+$19M |
-$10.6M |
+$8.42M |
MSFT, ISRG, ORLY, HD, JNJ
|
13F-HR |
1/24/2018, 10:41 AM |
Q3 2017 |
159 |
$524M |
+$5.43M |
-$5.96M |
-$528K |
MSFT, ISRG, CELG, JNJ, ORLY
|
13F-HR |
10/6/2017, 02:43 PM |
Q2 2017 |
160 |
$510M |
+$12.5M |
-$6.27M |
+$6.21M |
MSFT, ISRG, JNJ, CELG, MDT
|
13F-HR |
7/13/2017, 12:32 PM |
Q1 2017 |
159 |
$496M |
+$11.1M |
-$20.3M |
-$9.12M |
MSFT, ORLY, CELG, ISRG, JNJ
|
13F-HR |
4/5/2017, 01:14 PM |
Q4 2016 |
160 |
$493M |
+$7.46M |
-$9.86M |
-$2.4M |
ORLY, MSFT, GEXXXX, CELG, JNJ
|
13F-HR |
1/5/2017, 04:38 PM |
Q3 2016 |
157 |
$489M |
+$8.06M |
-$5.71M |
+$2.35M |
ORLY, MSFT, GEXXXX, PEP, JNJ
|
13F-HR |
10/6/2016, 02:25 PM |
Q2 2016 |
154 |
$484M |
+$7.18M |
-$5.12M |
+$2.06M |
ORLY, MSFT, GEXXXX, JNJ, PEP
|
13F-HR |
8/3/2016, 11:29 AM |
Q1 2016 |
157 |
$475M |
+$31.1M |
-$3.43M |
+$27.7M |
ORLY, MSFT, GEXXXX, CVS, PEP
|
13F-HR |
5/10/2016, 12:37 PM |
Q4 2015 |
153 |
$455M |
+$26.8M |
-$9.81M |
+$17M |
ORLY, MSFT, CELG, GEXXXX, CVS
|
13F-HR |
1/11/2016, 01:55 PM |
Q3 2015 |
155 |
$439M |
+$5.85M |
-$48.7M |
-$42.8M |
ORLY, MSFT, CELG, CVS, PEP
|
13F-HR |
10/16/2015, 10:01 AM |
Q2 2015 |
164 |
$531M |
+$16.3M |
-$8.14M |
+$8.16M |
ORLY, CVS, CELG, MSFT, GEXXXX
|
13F-HR |
7/7/2015, 04:50 PM |
Q1 2015 |
167 |
$539M |
+$35.4M |
-$4.53M |
+$30.9M |
CVS, ORLY, CELG, XOM, JNJ
|
13F-HR |
4/9/2015, 03:43 PM |
Q4 2014 |
170 |
$538M |
+$12.1M |
-$11.4M |
+$756K |
CVS, XOM, PG, MSFT, AGN
|
13F-HR |
2/13/2015, 08:02 AM |
Q3 2014 |
167 |
$520M |
+$11M |
-$53.4M |
-$42.5M |
APC, XOM, JNJ, MSFT, GEXXXX
|
13F-HR |
10/6/2014, 02:37 PM |
Q2 2014 |
170 |
$564M |
+$25.4M |
-$9.1M |
+$16.3M |
APC, AGN, XOM, JNJ, GEXXXX
|
13F-HR |
7/7/2014, 11:48 AM |
Q1 2014 |
175 |
$538M |
+$11.7M |
-$17M |
-$5.24M |
XOM, GEXXXX, JNJ, APC, PG
|
13F-HR |
4/7/2014, 11:23 AM |
Q4 2013 |
168 |
$551M |
|
|
|
XOM, GEXXXX, PG, JNJ, TUC
|
13F-HR |
1/13/2014, 12:51 PM |