Q4 2024 |
131 |
$155M |
+$10.9M |
-$9.68M |
+$1.24M |
SMID, CSL, DOV, VOO, SHW
|
13F-HR |
2/3/2025, 05:27 PM |
Q3 2024 |
126 |
$135M |
+$16.2M |
-$11.3M |
+$4.85M |
SMID, CSL, DOV, SHW, VOO
|
13F-HR |
11/8/2024, 11:36 AM |
Q2 2024 |
114 |
$115M |
+$13.1M |
-$14.3M |
-$1.24M |
SMID, CSL, ESOA, DOV, VOO
|
13F-HR |
7/23/2024, 02:27 PM |
Q1 2024 |
116 |
$147M |
+$23M |
-$13.3M |
+$9.75M |
SMID, ESOA, CSL, DOV, SHW
|
13F-HR |
5/2/2024, 11:12 AM |
Q4 2023 |
104 |
$117M |
+$17.3M |
-$12.8M |
+$4.46M |
SMID, ESOA, CSL, AMD, DOV
|
13F-HR |
2/5/2024, 05:29 PM |
Q3 2023 |
143 |
$80.9M |
+$9.86M |
-$11.3M |
-$1.42M |
SMID, CSL, ESOA, TSLA, DOV
|
13F-HR |
11/9/2023, 11:31 AM |
Q2 2023 |
121 |
$88.3M |
+$12.9M |
-$5.64M |
+$7.23M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
7/13/2023, 04:18 PM |
Q1 2023 |
103 |
$76.6M |
+$9.42M |
-$1.39M |
+$8.03M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
5/9/2023, 05:33 PM |
Q4 2022 |
100 |
$70.3M |
+$12.9M |
-$4.68M |
+$8.18M |
SMID, CSL, DOV, TSLA, SOHO
|
13F-HR |
2/6/2023, 04:13 PM |
Q3 2022 |
87 |
$73.2M |
+$9.82M |
-$2.55M |
+$7.27M |
SMID, CSL, TSLA, DOV, SOHO
|
13F-HR |
11/9/2022, 01:42 PM |
Q2 2022 |
98 |
$61.1M |
+$6.67M |
-$4.67M |
+$2.01M |
SMID, CSL, TSLA, DOV, AMD
|
Restatement |
8/4/2022, 04:13 PM |
Q1 2022 |
102 |
$82M |
+$10.5M |
-$2.81M |
+$7.66M |
SMID, TSLA, CSL, DOV, AMD
|
13F-HR |
5/13/2022, 01:30 PM |
Q4 2021 |
122 |
$120M |
|
|
|
SMID, TSLA, CSL, DOV, AMD
|
13F-HR |
2/14/2022, 11:36 AM |
Q3 2018 |
677 |
$45.5M |
+$9.99M |
-$7.17M |
+$2.81M |
VOO, AMZN, VTV, FFTY, VBR
|
13F-HR |
11/14/2018, 10:50 AM |
Q2 2018 |
642 |
$41.9M |
+$11.2M |
-$4.58M |
+$6.63M |
VOO, VTV, VBR, FFTY, AMZN
|
13F-HR |
8/3/2018, 11:44 AM |
Q1 2018 |
597 |
$37.8M |
+$9.37M |
-$8.47M |
+$906K |
VOO, VTV, VBR, FFTY, SPY
|
13F-HR |
5/2/2018, 11:21 AM |
Q4 2017 |
634 |
$42.1M |
+$11.6M |
-$12.7M |
-$1.15M |
CDNA, VOO, VTV, META, VBR
|
13F-HR |
2/5/2018, 03:16 PM |
Q3 2017 |
1,058 |
$56.3M |
+$13.4M |
-$17.5M |
-$4.12M |
VOO, META, AAPL, BAC, VTV
|
13F-HR |
10/30/2017, 03:34 PM |
Q2 2017 |
1,028 |
$62.1M |
+$12.4M |
-$16.7M |
-$4.24M |
VOO, VTV, BAC, META, INTC
|
13F-HR |
8/10/2017, 09:41 AM |
Q1 2017 |
1,101 |
$70M |
+$24.4M |
-$13M |
+$11.5M |
AAPL, SPY, BAC, MDY, AMZN
|
13F-HR |
5/8/2017, 01:53 PM |
Q4 2016 |
1,067 |
$59.8M |
+$17.3M |
-$11.9M |
+$5.4M |
MSFT, VOO, XOM, GEXXXX, SOHO
|
13F-HR |
2/7/2017, 07:55 AM |
Q3 2016 |
1,054 |
$55.9M |
+$12.8M |
-$17.1M |
-$4.34M |
SOHO, GEXXXX, META, AAPL, GENC
|
13F-HR |
11/8/2016, 12:18 PM |
Q2 2016 |
1,005 |
$62.2M |
+$19.5M |
-$15.2M |
+$4.24M |
SOHO, MO, GEXXXX, MSFT, META
|
13F-HR |
8/9/2016, 02:02 PM |
Q1 2016 |
1,014 |
$67M |
+$19.6M |
-$16.7M |
+$2.88M |
SOHO, MO, MSFT, PAR, GEXXXX
|
13F-HR |
5/2/2016, 12:18 PM |
Q4 2015 |
1,078 |
$70.7M |
+$19M |
-$13.3M |
+$5.71M |
SOHO, META, MO, GEXXXX, MSFT
|
13F-HR |
2/1/2016, 04:05 PM |
Q3 2015 |
1,080 |
$71.4M |
+$21.3M |
-$20.5M |
+$835K |
SOHO, META, MO, GEXXXX, AAPL
|
13F-HR |
10/30/2015, 09:21 AM |
Q2 2015 |
1,143 |
$86.6M |
+$24.2M |
-$13.8M |
+$10.4M |
SOHO, IWM, MDY, META, IWC
|
13F-HR |
7/24/2015, 10:00 AM |
Q1 2015 |
1,146 |
$83.1M |
+$25.8M |
-$19.1M |
+$6.7M |
SOHO, MDY, IWM, PTX, META
|
13F-HR |
4/28/2015, 05:30 PM |
Q4 2014 |
1,134 |
$86M |
+$36.1M |
-$20.5M |
+$15.6M |
SOHO, AAPL, IWM, MDY, VV
|
13F-HR |
2/6/2015, 03:26 PM |
Q3 2014 |
1,103 |
$77.1M |
+$38.7M |
-$10.9M |
+$27.8M |
SOHO, PTX, AAPL, IWC, GEXXXX
|
Restatement |
11/5/2014, 03:17 PM |
Q2 2014 |
705 |
$63.9M |
+$27.1M |
-$13.9M |
+$13.2M |
SOHO, PTX, META, AAPL, AIG
|
13F-HR |
8/12/2014, 02:00 PM |
Q1 2014 |
770 |
$60M |
+$25.7M |
-$24.6M |
+$1.09M |
SOHO, VZ, FLY, FTK, WFC
|
13F-HR |
5/9/2014, 08:50 AM |
Q4 2013 |
675 |
$66.1M |
|
|
|
SOHO, VUG, TBT, VV, VTV
|
13F-HR |
2/12/2014, 02:57 PM |