Q3 2023 |
149 |
$853M |
+$7.92M |
-$10.7M |
-$2.76M |
NVDA, MSFT, AAPL, AVGO, LLY
|
13F-HR |
10/25/2023, 01:04 PM |
Q2 2023 |
149 |
$889M |
+$21.6M |
-$6.65M |
+$15M |
NVDA, AAPL, MSFT, AVGO, AMZN
|
13F-HR |
8/2/2023, 03:52 PM |
Q1 2023 |
151 |
$815M |
+$27.7M |
-$8.85M |
+$18.8M |
AAPL, MSFT, NVDA, TMO, AVGO
|
13F-HR |
4/27/2023, 09:33 AM |
Q4 2022 |
147 |
$759M |
+$43.5M |
-$11.1M |
+$32.4M |
MSFT, AAPL, NVDA, TMO, RTX
|
13F-HR |
2/1/2023, 07:52 AM |
Q3 2022 |
141 |
$691M |
+$48.4M |
-$1.46M |
+$47M |
AAPL, MSFT, AMZN, TMO, NVDA
|
13F-HR |
10/27/2022, 01:42 PM |
Q2 2022 |
149 |
$734M |
+$53.8M |
-$28.2M |
+$25.6M |
MSFT, AAPL, NVDA, TMO, AMZN
|
13F-HR |
7/26/2022, 02:51 PM |
Q1 2022 |
142 |
$892M |
+$31.3M |
-$46M |
-$14.7M |
AAPL, MSFT, NVDA, AMZN, GOOG
|
13F-HR |
4/21/2022, 12:14 PM |
Q4 2021 |
136 |
$1.02B |
+$38.4M |
-$14.9M |
+$23.5M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
1/21/2022, 01:31 PM |
Q3 2021 |
141 |
$915M |
+$47.6M |
-$49.9M |
-$2.27M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
11/1/2021, 10:13 AM |
Q2 2021 |
140 |
$946M |
+$44M |
-$24.1M |
+$19.9M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
8/6/2021, 03:37 PM |
Q1 2021 |
142 |
$855M |
+$116M |
-$42M |
+$74.1M |
MSFT, AAPL, AMZN, META, NVDA
|
13F-HR |
5/3/2021, 02:04 PM |
Q4 2020 |
143 |
$760M |
+$22.5M |
-$37M |
-$14.5M |
AAPL, MSFT, AMZN, META, NVDA
|
13F-HR |
2/2/2021, 09:49 AM |
Q3 2020 |
141 |
$715M |
+$66.8M |
-$9.24M |
+$57.6M |
AAPL, MSFT, AMZN, META, NVDA
|
13F-HR |
11/12/2020, 08:43 AM |
Q2 2020 |
140 |
$650M |
+$43.6M |
-$4.12M |
+$39.5M |
MSFT, AAPL, AMZN, META, V
|
13F-HR |
7/28/2020, 09:32 PM |
Q1 2020 |
127 |
$517M |
+$26.5M |
-$4.45M |
+$22.1M |
MSFT, AAPL, AMZN, V, META
|
13F-HR |
5/8/2020, 11:05 AM |
Q4 2019 |
134 |
$607M |
+$30.8M |
-$2.54M |
+$28.2M |
MSFT, AAPL, V, META, AMZN
|
13F-HR |
2/5/2020, 10:17 AM |
Q3 2019 |
130 |
$544M |
+$50.6M |
-$18M |
+$32.6M |
MSFT, AAPL, AMZN, V, META
|
13F-HR |
11/12/2019, 11:05 AM |
Q2 2019 |
125 |
$527M |
+$23.8M |
-$26.6M |
-$2.8M |
MSFT, AAPL, AMZN, V, META
|
13F-HR |
8/9/2019, 07:06 PM |
Q1 2019 |
128 |
$526M |
+$40.4M |
-$7.78M |
+$32.6M |
MSFT, AAPL, AMZN, V, META
|
13F-HR |
5/14/2019, 09:34 AM |
Q4 2018 |
124 |
$450M |
+$28.2M |
-$10.5M |
+$17.7M |
MSFT, AAPL, AMZN, V, AMGN
|
13F-HR |
2/12/2019, 12:40 PM |
Q3 2018 |
132 |
$529M |
+$23.3M |
-$10.4M |
+$12.8M |
MSFT, AAPL, AMZN, V, NVDA
|
13F-HR |
11/15/2018, 12:02 PM |
Q2 2018 |
136 |
$501M |
+$20.3M |
-$6.04M |
+$14.3M |
MSFT, AAPL, META, AMZN, V
|
13F-HR |
8/13/2018, 01:44 PM |
Q1 2018 |
138 |
$490M |
+$22.8M |
-$29.4M |
-$6.64M |
MSFT, AAPL, META, AMZN, INTC
|
13F-HR |
9/24/2018, 01:56 PM |
Q4 2017 |
138 |
$495M |
+$18M |
-$23.6M |
-$5.54M |
MSFT, AAPL, META, NVDA, MCHP
|
13F-HR |
2/8/2018, 07:34 PM |
Q3 2017 |
141 |
$485M |
+$36.1M |
-$7.71M |
+$28.4M |
NVDA, MSFT, AAPL, META, MCHP
|
13F-HR |
11/14/2017, 11:42 AM |
Q2 2017 |
145 |
$464M |
+$22M |
-$16.9M |
+$5.13M |
NVDA, AAPL, MSFT, META, MCHP
|
13F-HR |
8/7/2017, 12:47 PM |
Q1 2017 |
143 |
$449M |
+$41.5M |
-$10.8M |
+$30.7M |
NVDA, AAPL, MSFT, META, MCHP
|
13F-HR |
5/10/2017, 02:46 PM |
Q4 2016 |
139 |
$413M |
+$16.3M |
-$10.5M |
+$5.84M |
NVDA, MSFT, AAPL, META, MCHP
|
13F-HR |
2/9/2017, 05:40 PM |
Q3 2016 |
135 |
$406M |
+$17.7M |
-$25.9M |
-$8.21M |
NVDA, AAPL, MSFT, META, AMGN
|
13F-HR |
11/15/2016, 05:53 AM |
Q2 2016 |
135 |
$400M |
+$29.4M |
-$16.7M |
+$12.7M |
NVDA, AAPL, SBUX, MSFT, META
|
13F-HR |
8/12/2016, 07:08 PM |
Q1 2016 |
132 |
$357M |
+$28.1M |
-$7.54M |
+$20.6M |
AAPL, MSFT, SBUX, META, CVS
|
Restatement |
6/16/2016, 09:18 PM |
Q4 2015 |
140 |
$407M |
+$29M |
-$8.95M |
+$20.1M |
AAPL, SBUX, MSFT, AGN, AMGN
|
13F-HR |
2/5/2016, 08:01 PM |
Q3 2015 |
147 |
$379M |
+$29.1M |
-$15.1M |
+$14M |
AAPL, SBUX, AGN, MSFT, GILD
|
13F-HR |
11/13/2015, 04:37 PM |
Q2 2015 |
144 |
$413M |
|
|
|
AAPL, GILD, AGN, SBUX, CVS
|
13F-HR |
8/13/2015, 04:19 PM |
Q1 2015 |
23 |
$25.6M |
|
|
|
MSFT, NXPI, CERN, LOW, NVDA
|
13F-HR |
5/15/2015, 05:03 PM |
Q4 2014 |
141 |
$416M |
+$50.1M |
-$47.2M |
+$2.89M |
AAPL, AMGN, MSFT, CVS, B108PS
|
13F-HR |
2/10/2015, 07:27 PM |
Q2 2014 |
149 |
$435M |
+$56.2M |
-$13.5M |
+$42.7M |
AAPL, SBUX, MSFT, QCOM, MON
|
13F-HR |
8/18/2014, 02:24 PM |
Q1 2014 |
151 |
$426M |
+$48.9M |
-$29.7M |
+$19.2M |
AAPL, MSFT, QCOM, CVS, DIS
|
13F-HR |
5/13/2014, 09:56 PM |
Q4 2013 |
151 |
$441M |
|
|
|
AAPL, SBUX, MSFT, CVS, MON
|
13F-HR |
2/5/2014, 10:34 AM |