| Q3 2025 |
491 |
$435M |
+$58.6M |
-$54M |
+$4.65M |
JPM, GOOGL, NVDA, ORCL
|
13F-HR |
11/12/2025, 04:25 PM |
| Q2 2025 |
495 |
$405M |
+$94.7M |
-$90.9M |
+$3.72M |
JPM, NVDA, GOOGL, ORCL, MSFT
|
13F-HR |
8/6/2025, 04:53 PM |
| Q1 2025 |
510 |
$376M |
+$1.77M |
$0 |
+$1.77M |
JPM, BAC, UNH, WFC, RELX
|
13F-HR |
5/5/2025, 06:30 PM |
| Q4 2024 |
508 |
$365M |
+$179M |
-$189M |
-$9.96M |
JPM, BAC, UNH, GOOGL, WFC
|
13F-HR |
2/3/2025, 01:42 PM |
| Q3 2024 |
491 |
$382M |
+$5.7M |
-$1.69M |
+$4.01M |
JPM, NVDA, MSFT, AAPL, BAC
|
13F-HR |
11/5/2024, 03:50 PM |
| Q2 2024 |
492 |
$358M |
+$91.6M |
-$122M |
-$30.3M |
JPM, NVDA, MSFT, AAPL, BAC
|
13F-HR |
8/12/2024, 01:19 PM |
| Q1 2024 |
515 |
$394M |
+$44.6M |
-$53.8M |
-$9.27M |
MSFT, JPM, AVGO, NVDA, GOOGL
|
13F-HR |
5/13/2024, 12:17 PM |
| Q4 2023 |
514 |
$378M |
+$1.12M |
-$10.3M |
-$9.16M |
MSFT, JPM, AVGO, AAPL, GOOGL
|
13F-HR |
2/12/2024, 01:28 PM |
| Q3 2023 |
627 |
$352M |
+$76.3M |
-$79.5M |
-$3.22M |
MSFT, JPM, AAPL, GOOGL, CSCO
|
13F-HR |
10/31/2023, 12:51 PM |
| Q2 2023 |
587 |
$373M |
+$115M |
-$118M |
-$2.91M |
MSFT, JPM, AAPL, NVO, AVGO
|
13F-HR |
8/14/2023, 06:19 PM |
| Q1 2023 |
490 |
$364M |
+$73.1M |
-$23M |
+$50.1M |
AAPL, MSFT, CVX, JPM, JNJ
|
13F-HR |
5/11/2023, 01:26 PM |
| Q4 2022 |
507 |
$356M |
+$143M |
-$108M |
+$34.5M |
MSFT, CVX, AAPL, JPM, JNJ
|
13F-HR |
2/13/2023, 03:07 PM |
| Q3 2022 |
470 |
$300M |
+$10.5M |
-$6.89M |
+$3.6M |
DVN, XOM, JPM, BMY, AAPL
|
13F-HR |
11/9/2022, 11:52 AM |
| Q2 2022 |
391 |
$327M |
+$96.4M |
-$27.5M |
+$68.9M |
DVN, JPM, XOM, BMY, AAPL
|
13F-HR |
8/8/2022, 12:29 PM |
| Q1 2022 |
388 |
$379M |
+$3.9M |
|
+$3.9M |
DVN, AMAT, JPM, AAPL, PXD
|
13F-HR |
5/5/2022, 02:06 PM |
| Q4 2021 |
386 |
$399M |
+$21.7M |
-$6.24M |
+$15.4M |
AMAT, DVN, JPM, AAPL, PG
|
13F-HR |
2/14/2022, 04:02 PM |
| Q3 2021 |
318 |
$365M |
+$38.2M |
-$58.2M |
-$20M |
JPM, AMAT, DVN, AAPL, GOOG
|
13F-HR |
11/12/2021, 04:54 PM |
| Q2 2021 |
321 |
$392M |
+$6.68M |
-$9.69M |
-$3.02M |
AMAT, JPM, JWN, DVN, AAPL
|
13F-HR |
7/30/2021, 09:41 AM |
| Q1 2021 |
320 |
$373M |
+$110M |
-$122M |
-$11.7M |
AMAT, JPM, JWN, AAPL, VZ
|
13F-HR |
5/11/2021, 04:11 PM |
| Q4 2020 |
320 |
$359M |
+$137M |
-$30.1M |
+$107M |
JPM, AAPL, AMAT, PG, JWN
|
13F-HR |
2/12/2021, 02:43 PM |
| Q3 2020 |
380 |
$322M |
+$6.88M |
-$25.5M |
-$18.6M |
MSFT, MCD, DLR, MRK, PG
|
13F-HR |
11/13/2020, 03:00 PM |
| Q2 2020 |
379 |
$323M |
+$47.7M |
-$17.4M |
+$30.3M |
MSFT, DLR, MRK, PG, JPM
|
13F-HR |
8/11/2020, 03:27 PM |
| Q1 2020 |
347 |
$258M |
+$50.8M |
-$14.3M |
+$36.5M |
BRKB, JPM, JNJ, PG, INTC
|
13F-HR |
5/14/2020, 04:14 PM |
| Q4 2019 |
366 |
$336M |
+$14.4M |
-$1.08M |
+$13.3M |
JPM, BRKB, BAC, T, PG
|
13F-HR |
2/11/2020, 05:07 PM |
| Q3 2019 |
362 |
$305M |
+$196K |
-$43.9M |
-$43.7M |
JPM, BRKB, PG, T, BAC
|
13F-HR |
11/14/2019, 05:06 PM |
| Q2 2019 |
362 |
$347M |
+$58.6M |
-$39.9M |
+$18.6M |
JPM, BRKB, XOM, JNJ, BAC
|
13F-HR |
8/8/2019, 05:23 PM |
| Q1 2019 |
408 |
$340M |
+$17.7M |
-$15.2M |
+$2.53M |
MCD, XOM, JPM, BAC, INTC
|
13F-HR |
5/14/2019, 03:38 PM |
| Q4 2018 |
397 |
$310M |
+$61M |
-$51.1M |
+$9.91M |
MCD, JPM, XOM, BAC, JNJ
|
13F-HR |
2/14/2019, 01:38 PM |
| Q3 2018 |
421 |
$359M |
+$67M |
-$55M |
+$12M |
MSFT, MCD, MO, C, JPM
|
13F-HR |
11/19/2018, 12:11 PM |
| Q2 2018 |
404 |
$344M |
+$754K |
-$3.37M |
-$2.62M |
JPM, C, AMZN, HES, VLO
|
13F-HR |
8/14/2018, 08:37 PM |
| Q1 2018 |
405 |
$345M |
+$1.43M |
-$14.8M |
-$13.4M |
JPM, C, AMZN, MPC, VLO
|
13F-HR |
5/7/2018, 04:00 PM |
| Q4 2017 |
408 |
$365M |
+$60.5M |
-$89.3M |
-$28.8M |
JPM, C, MET, VLO, EXC
|
13F-HR |
2/9/2018, 05:52 PM |
| Q3 2017 |
414 |
$386M |
+$2.44M |
-$99.7M |
-$97.3M |
AAPL, VLO, EOG, MET, EXC
|
13F-HR |
11/14/2017, 02:26 PM |
| Q2 2017 |
583 |
$495M |
+$90.8M |
-$77.1M |
+$13.7M |
MET, AAPL, EOG, VLO, EXC
|
13F-HR |
8/7/2017, 04:11 PM |
| Q1 2017 |
650 |
$525M |
+$96.8M |
-$92.9M |
+$3.93M |
C, AAPL, PNC, MET, EOG
|
13F-HR |
5/12/2017, 04:23 PM |
| Q4 2016 |
579 |
$520M |
+$212M |
-$131M |
+$81.9M |
C, PNC, MET, EOG, OXY
|
13F-HR |
1/31/2017, 03:14 PM |
| Q3 2016 |
632 |
$572M |
+$148M |
-$67.2M |
+$80.9M |
PFE, VZ, OXY, SM, NEE
|
13F-HR |
11/14/2016, 01:30 PM |
| Q2 2016 |
776 |
$574M |
+$155M |
-$68.8M |
+$86.4M |
PFE, MSFT, OXY, EIX, TRV
|
13F-HR |
8/12/2016, 11:50 AM |
| Q1 2016 |
795 |
$538M |
+$105M |
-$100M |
+$4.36M |
MSFT, TSO, MMP, EQT, MPC
|
13F-HR |
5/12/2016, 04:05 PM |
| Q4 2015 |
788 |
$582M |
+$139M |
-$245M |
-$106M |
MSFT, MET, VLO, BLK, TRV
|
13F-HR |
2/5/2016, 02:26 PM |
| Q3 2015 |
800 |
$763M |
+$193M |
-$134M |
+$59.4M |
MSFT, CVS, LLY, EIX, ELV
|
13F-HR |
11/13/2015, 03:48 PM |
| Q2 2015 |
787 |
$899M |
+$19M |
-$133K |
+$18.8M |
MSFT, CVS, LLY, ELV, BRCM
|
13F-HR |
8/13/2015, 03:54 PM |
| Q1 2015 |
785 |
$900M |
+$274M |
-$64.3M |
+$210M |
MSFT, CVS, LLY, ALL, HPQXXXX
|
13F-HR |
5/14/2015, 05:02 PM |
| Q4 2014 |
784 |
$773M |
+$193M |
-$93.7M |
+$99M |
MSFT, HPQXXXX, LLY, CVS, ELV
|
13F-HR |
2/13/2015, 10:41 AM |
| Q3 2014 |
784 |
$715M |
+$174M |
-$65.1M |
+$109M |
V107SC, LLY, NOC, LUMNXXXX, ALL
|
13F-HR |
11/12/2014, 10:45 AM |
| Q2 2014 |
778 |
$741M |
+$180M |
-$109M |
+$71M |
HPQXXXX, COF, APAXXXX, V107SC, EOG
|
13F-HR |
8/14/2014, 02:22 PM |
| Q1 2014 |
760 |
$732M |
+$96M |
-$17.2M |
+$78.8M |
CVS, FRX, EIX, WDC, PNC
|
13F-HR |
5/14/2014, 01:54 PM |
| Q4 2013 |
788 |
$653M |
|
|
|
CVS, TWX, ALL, WDC, VLO
|
13F-HR |
2/7/2014, 03:27 PM |