Q2 2025 |
108 |
$188M |
+$16.2M |
-$7.81M |
+$8.42M |
MSFT, AAPL, XLK, XLC, COST
|
13F-HR |
8/13/2025, 11:00 AM |
Q1 2025 |
95 |
$170M |
+$1.73M |
-$1.66M |
+$73.6K |
AAPL, MSFT, XLK, XLC, COST
|
13F-HR |
5/9/2025, 10:37 AM |
Q4 2024 |
94 |
$179M |
+$6.27M |
-$5.35M |
+$920K |
AAPL, XLK, MSFT, XLC, COST
|
13F-HR |
2/12/2025, 04:27 PM |
Q3 2024 |
94 |
$175M |
+$13.2M |
-$6.1M |
+$7.14M |
AAPL, MSFT, XLK, HD, XLC
|
13F-HR |
11/14/2024, 01:31 PM |
Q2 2024 |
76 |
$157M |
+$4.31M |
-$3.79M |
+$523K |
AAPL, MSFT, XLK, XLC, SMH
|
13F-HR |
8/23/2024, 10:13 AM |
Q1 2024 |
75 |
$152M |
+$8.95M |
-$16.2M |
-$7.28M |
AAPL, MSFT, XLK, HD, XLC
|
13F-HR |
5/22/2024, 11:32 AM |
Q4 2023 |
80 |
$149M |
+$6.68M |
-$4.71M |
+$1.97M |
AAPL, MSFT, XLK, HD, UNH
|
13F-HR |
2/14/2024, 04:43 PM |
Q3 2023 |
82 |
$135M |
+$3.87M |
-$5.04M |
-$1.17M |
AAPL, MSFT, XLK, HD, CVX
|
13F-HR |
11/15/2023, 10:14 AM |
Q2 2023 |
80 |
$141M |
+$7.55M |
-$3.25M |
+$4.3M |
AAPL, MSFT, XLK, HD, CVX
|
13F-HR |
8/11/2023, 03:06 PM |
Q1 2023 |
79 |
$136M |
+$4.47M |
-$1.13M |
+$3.34M |
AAPL, MSFT, XLK, ABBV, HD
|
13F-HR |
5/12/2023, 11:47 AM |
Q4 2022 |
79 |
$131M |
+$3.72M |
-$4.65M |
-$931K |
AAPL, MSFT, HD, ABBV, XLK
|
13F-HR |
2/14/2023, 02:37 PM |
Q3 2022 |
76 |
$120M |
+$1.92M |
-$7.21M |
-$5.29M |
AAPL, MSFT, HD, XLK, UNH
|
13F-HR |
11/15/2022, 01:27 PM |
Q2 2022 |
76 |
$134M |
+$3.19M |
-$6.27M |
-$3.08M |
AAPL, MSFT, XLK, ABBV, UNH
|
13F-HR |
8/15/2022, 02:31 PM |
Q1 2022 |
83 |
$161M |
+$14.7M |
-$17.5M |
-$2.75M |
AAPL, MSFT, XLK, ABBV, HD
|
13F-HR |
5/13/2022, 12:00 PM |
Q4 2021 |
80 |
$176M |
+$6.18M |
-$2.79M |
+$3.4M |
AAPL, MSFT, XLK, HD, XLY
|
13F-HR |
2/15/2022, 10:16 AM |
Q3 2021 |
79 |
$157M |
+$9.72M |
-$5.91M |
+$3.81M |
AAPL, MSFT, XLK, XLC, HD
|
13F-HR |
11/18/2021, 11:58 AM |
Q2 2021 |
78 |
$156M |
+$4.7M |
-$5.4M |
-$701K |
AAPL, MSFT, XLK, XLC, HD
|
13F-HR |
8/13/2021, 12:17 PM |
Q1 2021 |
79 |
$147M |
+$6.7M |
-$5.72M |
+$984K |
AAPL, XLK, MSFT, HD, XLY
|
13F-HR |
5/17/2021, 03:41 PM |
Q4 2020 |
76 |
$139M |
+$12.4M |
-$9.75M |
+$2.66M |
AAPL, XLK, MSFT, HD, XLY
|
13F-HR |
2/19/2021, 11:58 AM |
Q3 2020 |
76 |
$131M |
+$16M |
-$4.94M |
+$11.1M |
AAPL, HD, MSFT, XLK, XLY
|
13F-HR |
11/13/2020, 09:32 AM |
Q2 2020 |
81 |
$122M |
+$116M |
-$1.07M |
+$115M |
AAPL, HD, MSFT, XLY, NEE
|
13F-HR |
8/14/2020, 02:01 PM |
Q1 2020 |
28 |
$17.9M |
+$12.5M |
-$3.48M |
+$8.98M |
EPD, APD, FSLR, BKR, NEE
|
13F-HR |
5/15/2020, 03:36 PM |
Q4 2019 |
83 |
$143M |
+$1.97M |
-$3.24M |
-$1.27M |
AAPL, HD, MSFT, XLY, COST
|
13F-HR |
2/14/2020, 02:05 PM |
Q3 2019 |
80 |
$135M |
+$8.11M |
-$3.4M |
+$4.71M |
HD, AAPL, MSFT, XLY, COST
|
13F-HR |
11/15/2019, 10:45 AM |
Q2 2019 |
83 |
$133M |
+$15.4M |
-$10.9M |
+$4.57M |
HD, AAPL, XLY, MSFT, COST
|
13F-HR |
8/15/2019, 03:43 PM |
Q1 2019 |
79 |
$130M |
+$18.8M |
-$4.39M |
+$14.5M |
HD, AAPL, XLY, PFE, MSFT
|
13F-HR |
5/15/2019, 03:00 PM |
Q4 2018 |
78 |
$107M |
+$2.83M |
-$18.4M |
-$15.6M |
HD, PFE, AAPL, BDX, ABBV
|
13F-HR |
2/15/2019, 01:58 PM |
Q3 2018 |
80 |
$146M |
+$15.5M |
-$5.78M |
+$9.71M |
HD, AAPL, XLY, BDX, PFE
|
13F-HR |
11/15/2018, 01:50 PM |
Q2 2018 |
81 |
$139M |
+$5.79M |
-$5.64M |
+$155K |
HD, AAPL, XLY, BDX, XLK
|
13F-HR |
8/20/2018, 02:54 PM |
Q1 2018 |
79 |
$136M |
+$10.9M |
-$7.93M |
+$2.99M |
HD, AAPL, XLY, BDX, MMM
|
13F-HR |
5/15/2018, 04:50 PM |
Q4 2017 |
77 |
$140M |
+$21.9M |
-$13.3M |
+$8.61M |
HD, XLY, MMM, AAPL, BDX
|
13F-HR |
2/9/2018, 02:19 PM |
Q3 2017 |
79 |
$134M |
+$7.47M |
-$11.6M |
-$4.1M |
HD, T, BDX, DWDP, AAPL
|
13F-HR |
11/20/2017, 09:16 AM |
Q2 2017 |
77 |
$141M |
+$2.31M |
-$1.75M |
+$555K |
HD, MMM, BDX, T, DOW
|
13F-HR |
8/15/2017, 03:18 PM |
Q1 2017 |
83 |
$144M |
+$2.27M |
-$2.79M |
-$523K |
HD, T, KMB, MMM, BDX
|
13F-HR |
5/15/2017, 03:09 PM |
Q4 2016 |
84 |
$140M |
+$4.22M |
-$4.21M |
+$16.9K |
T, HD, VZ, HAL, USB
|
13F-HR |
2/15/2017, 10:04 AM |
Q3 2016 |
86 |
$144M |
+$1.77M |
-$1.24M |
+$531K |
T, HD, HWC, BDX, O
|
13F-HR |
11/15/2016, 02:56 PM |
Q2 2016 |
89 |
$143M |
+$6.39M |
-$3.05M |
+$3.34M |
T, KMB, VZ, HD, PFE
|
13F-HR |
8/15/2016, 12:58 PM |
Q1 2016 |
86 |
$133M |
+$2.56M |
-$1.31M |
+$1.26M |
HD, T, KMB, VZ, MMM
|
13F-HR |
5/18/2016, 03:05 PM |
Q4 2015 |
86 |
$130M |
+$4.9M |
-$4.54M |
+$368K |
HD, KMB, T, PFE, BDX
|
13F-HR |
2/5/2016, 02:53 PM |
Q3 2015 |
87 |
$126M |
+$2.65M |
-$4.38M |
-$1.74M |
HD, T, PFE, HWC, KMB
|
13F-HR |
11/13/2015, 02:09 PM |
Q2 2015 |
89 |
$142M |
+$12.2M |
-$8.18M |
+$4M |
HWC, T, PFE, HD, MMM
|
13F-HR |
8/24/2015, 11:38 AM |
Q1 2015 |
91 |
$154M |
+$8.61M |
-$14.6M |
-$6.01M |
HWC, UNP, PFE, EPD, XLP
|
13F-HR |
5/15/2015, 12:42 PM |
Q4 2014 |
92 |
$163M |
+$14.3M |
-$37.8M |
-$23.5M |
UNP, EPD, HWC, MMM, PFE
|
13F-HR |
2/13/2015, 03:08 PM |
Q3 2014 |
99 |
$203M |
+$19.8M |
-$11.4M |
+$8.38M |
EPD, UNP, DOW, KMB, HWC
|
13F-HR |
11/13/2014, 02:40 PM |
Q2 2014 |
104 |
$214M |
+$13.2M |
-$414K |
+$12.8M |
EPD, SLB, UNP, HWC, DOW
|
13F-HR |
8/15/2014, 11:27 AM |
Q1 2014 |
95 |
$196M |
+$1.46M |
-$765K |
+$696K |
EPD, HWC, UNP, KMB, BMY
|
13F-HR |
5/15/2014, 12:41 PM |
Q4 2013 |
97 |
$193M |
|
|
|
EPD, HWC, BMY, MMM, KMB
|
13F-HR |
2/14/2014, 12:03 PM |