Q4 2022 |
94 |
$169M |
+$4.8M |
-$5.25M |
-$458K |
PG, STPZ, SHXXXX, NEM, ABBV
|
Restatement |
2/28/2023, 05:30 PM |
Q3 2022 |
96 |
$157M |
+$2.73M |
-$1.41M |
+$1.32M |
PG, STPZ, SHXXXX, NEM, ABBV
|
13F-HR |
10/13/2022, 12:50 PM |
Q2 2022 |
99 |
$171M |
+$1.13M |
-$1.67M |
-$533K |
PG, STPZ, NEM, ABBV, SHXXXX
|
13F-HR |
7/12/2022, 01:33 PM |
Q1 2022 |
105 |
$199M |
+$8.87M |
-$3.55M |
+$5.33M |
PG, STPZ, NEM, ABBV, FNV
|
13F-HR |
4/14/2022, 06:34 PM |
Q4 2021 |
101 |
$192M |
+$8.12M |
-$4.36M |
+$3.76M |
PG, STPZ, NEM, ABBV, MSFT
|
13F-HR |
1/14/2022, 02:28 PM |
Q3 2021 |
99 |
$178M |
+$5.74M |
-$4.68M |
+$1.06M |
PG, STPZ, NEM, MSFT, ABBV
|
13F-HR |
10/8/2021, 02:07 PM |
Q2 2021 |
99 |
$182M |
+$4.36M |
-$842K |
+$3.52M |
PG, STPZ, NEM, MSFT, ABBV
|
13F-HR |
7/9/2021, 03:52 PM |
Q1 2021 |
99 |
$174M |
+$4.66M |
-$3.54M |
+$1.12M |
PG, STPZ, NEM, MSFT, ABBV
|
13F-HR |
4/14/2021, 07:47 PM |
Q4 2020 |
98 |
$172M |
+$11.7M |
-$3.52M |
+$8.18M |
PG, STPZ, NEM, CEF, ABBV
|
13F-HR |
1/15/2021, 11:55 AM |
Q3 2020 |
94 |
$161M |
+$24.7M |
-$3.46M |
+$21.2M |
PG, STPZ, NEM, SHXXXX, CEF
|
13F-HR |
10/14/2020, 05:46 PM |
Q2 2020 |
80 |
$133M |
+$1.73M |
-$1.82M |
-$89.1K |
PG, NEM, MSFT, SHXXXX, ABBV
|
13F-HR |
7/14/2020, 04:22 PM |
Q1 2020 |
78 |
$113M |
+$4.93M |
-$5.48M |
-$549K |
PG, SHXXXX, MSFT, NEM, CEF
|
13F-HR |
4/14/2020, 06:50 PM |
Q4 2019 |
85 |
$138M |
+$8.35M |
-$6M |
+$2.35M |
PG, MSFT, NEM, ABBV, CEF
|
13F-HR |
1/16/2020, 04:35 PM |
Q3 2019 |
83 |
$129M |
+$3.94M |
-$365K |
+$3.58M |
PG, MSFT, NEM, ABBV, CEF
|
13F-HR |
10/7/2019, 04:31 PM |
Q2 2019 |
83 |
$120M |
+$2.9M |
-$1.35M |
+$1.54M |
PG, MSFT, NEM, CSX, CEF
|
13F-HR |
7/12/2019, 01:37 PM |
Q1 2019 |
82 |
$114M |
+$246K |
-$623K |
-$377K |
PG, MSFT, CSX, NEM, CLX
|
13F-HR |
4/15/2019, 07:18 PM |
Q4 2018 |
87 |
$109M |
+$2.72M |
-$3.33M |
-$607K |
PG, MSFT, NEM, CEF, CSX
|
13F-HR |
1/18/2019, 12:26 PM |
Q3 2018 |
93 |
$115M |
+$784K |
-$290K |
+$493K |
PG, MSFT, CSX, CLX, CEF
|
13F-HR |
10/17/2018, 03:28 PM |
Q2 2018 |
90 |
$113M |
+$2.22M |
-$1.18M |
+$1.04M |
PG, MSFT, NEM, CSX, CEF
|
13F-HR |
7/20/2018, 03:19 PM |
Q1 2018 |
90 |
$112M |
+$12.1M |
-$7.22M |
+$4.84M |
PG, MSFT, NEM, CEF, CSX
|
13F-HR |
4/19/2018, 06:49 PM |
Q4 2017 |
84 |
$114M |
+$1.12M |
-$5.97M |
-$4.85M |
PG, MSFT, NEM, INTC, CEFXXXX
|
13F-HR |
1/23/2018, 06:20 PM |
Q3 2017 |
89 |
$117M |
+$5.09M |
-$2.66M |
+$2.43M |
PG, MSFT, CSX, NEM, MCHP
|
13F-HR |
10/25/2017, 05:05 PM |
Q2 2017 |
89 |
$112M |
+$936K |
-$729K |
+$208K |
PG, CSX, MSFT, CLX, CEFXXXX
|
13F-HR |
7/19/2017, 02:44 PM |
Q1 2017 |
88 |
$112M |
+$276K |
-$2.1M |
-$1.82M |
PG, CSX, MSFT, CLX, CEFXXXX
|
13F-HR |
4/17/2017, 07:31 PM |
Q4 2016 |
88 |
$111M |
+$5.47M |
-$1.21M |
+$4.26M |
PG, MSFT, NEM, INTC, CLX
|
13F-HR |
1/19/2017, 02:18 PM |
Q3 2016 |
84 |
$110M |
+$2.07M |
-$2.66M |
-$587K |
PG, NEM, CEFXXXX, MSFT, INTC
|
13F-HR |
10/17/2016, 02:57 PM |
Q2 2016 |
85 |
$111M |
+$1.56M |
-$1.75M |
-$184K |
PG, CLX, NEM, CEFXXXX, MSFT
|
13F-HR |
7/18/2016, 07:14 PM |
Q1 2016 |
86 |
$105M |
+$1.96M |
-$4M |
-$2.04M |
PG, CLX, MSFT, CEFXXXX, INTC
|
13F-HR |
4/18/2016, 03:19 PM |
Q4 2015 |
86 |
$103M |
+$2.19M |
-$9.61M |
-$7.42M |
PG, CLX, MSFT, INTC, BMY
|
13F-HR |
1/28/2016, 06:30 PM |
Q3 2015 |
86 |
$107M |
+$4.07M |
-$7.18M |
-$3.12M |
PG, CLX, SHXXXX, CEFXXXX, INTC
|
13F-HR |
10/27/2015, 05:59 PM |
Q2 2015 |
87 |
$122M |
+$7.14M |
-$1.02M |
+$6.12M |
PG, CLX, CEFXXXX, CSX, BMY
|
13F-HR |
7/17/2015, 02:25 PM |
Q1 2015 |
88 |
$119M |
+$3.76M |
-$6.93M |
-$3.17M |
PG, CLX, CEFXXXX, CSX, BMY
|
13F-HR |
4/17/2015, 02:59 PM |
Q4 2014 |
15 |
$17.4M |
|
|
|
CEFXXXX, GG, PHYS, SLW, NEM
|
New Holdings |
4/15/2015, 06:11 PM |
Q4 2014 |
87 |
$126M |
+$6.95M |
-$2.98M |
+$3.97M |
PG, CSX, INTC, CLX, CEFXXXX
|
13F-HR |
2/3/2015, 12:31 PM |
Q3 2014 |
80 |
$122M |
+$28.5K |
-$1.22M |
-$1.19M |
PG, INTC, CSX, CLX, CEFXXXX
|
13F-HR |
10/14/2014, 04:03 PM |
Q2 2014 |
82 |
$128M |
+$6.96M |
-$1.23M |
+$5.72M |
PG, CEFXXXX, GG, CVX, CSX
|
13F-HR |
7/14/2014, 06:33 PM |
Q1 2014 |
82 |
$125M |
+$197K |
-$9.08M |
-$8.88M |
PG, CEFXXXX, CSX, GG, CVX
|
13F-HR |
4/24/2014, 06:17 PM |
Q4 2013 |
86 |
$131M |
|
|
|
PG, CVX, CEFXXXX, CLX, CSX
|
13F-HR |
2/10/2014, 01:31 PM |