Q4 2024 |
283 |
$2.87B |
+$1.08B |
-$763M |
+$315M |
AAPL, NVDA, MSFT, SPIB, AMZN
|
13F-HR |
2/14/2025, 07:02 PM |
Q3 2024 |
272 |
$2.45B |
+$464M |
-$530M |
-$65.7M |
MSFT, NVDA, AAPL, AMZN, GOOGL
|
13F-HR |
11/14/2024, 09:07 PM |
Q2 2024 |
271 |
$2.45B |
+$484M |
-$372M |
+$113M |
NVDA, MSFT, AAPL, AMZN, GOOGL
|
13F-HR |
8/13/2024, 09:27 PM |
Q1 2024 |
278 |
$2.4B |
+$272M |
-$441M |
-$169M |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
5/15/2024, 07:38 PM |
Q4 2023 |
281 |
$2.26B |
+$432M |
-$380M |
+$52.3M |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
2/14/2024, 08:58 PM |
Q3 2023 |
329 |
$1.96B |
+$320M |
-$491M |
-$171M |
MSFT, AAPL, NVDA, MA, GOOGL
|
13F-HR |
11/15/2023, 05:23 PM |
Q2 2023 |
326 |
$2.21B |
+$495M |
-$509M |
-$14.6M |
MSFT, AAPL, NVDA, MA, NOW
|
13F-HR |
8/15/2023, 06:41 PM |
Q1 2023 |
272 |
$2.04B |
+$453M |
-$193M |
+$261M |
AAPL, MSFT, MA, NVDA, GOOGL
|
13F-HR |
5/15/2023, 08:28 PM |
Q4 2022 |
282 |
$1.91B |
+$420M |
-$206M |
+$214M |
AAPL, MSFT, MA, V, GOOGL
|
13F-HR |
2/9/2023, 08:26 PM |
Q3 2022 |
284 |
$1.8B |
+$374M |
-$168M |
+$206M |
MSFT, AAPL, MA, GOOGL, LLY
|
13F-HR |
11/15/2022, 02:20 PM |
Q2 2022 |
306 |
$1.87B |
+$386M |
-$165M |
+$221M |
MSFT, AAPL, GOOGL, MA, ULTA
|
13F-HR |
8/15/2022, 07:57 PM |
Q1 2022 |
321 |
$2.32B |
+$368M |
-$331M |
+$36.6M |
MSFT, AAPL, GOOGL, NVDA, MA
|
13F-HR |
5/16/2022, 02:57 PM |
Q4 2021 |
326 |
$2.72B |
+$500M |
-$338M |
+$162M |
MSFT, AAPL, GOOGL, NVDA, MA
|
13F-HR |
2/15/2022, 08:02 PM |
Q3 2021 |
328 |
$2.62B |
+$384M |
-$678M |
-$295M |
MSFT, AAPL, AMZN, MA, META
|
13F-HR |
11/10/2021, 08:11 PM |
Q2 2021 |
335 |
$2.98B |
+$436M |
-$490M |
-$53.6M |
MSFT, AAPL, AMZN, META, NVDA
|
13F-HR |
8/16/2021, 07:41 PM |
Q1 2021 |
330 |
$2.78B |
+$552M |
-$597M |
-$45.8M |
MSFT, AAPL, AMZN, LRCX, META
|
13F-HR |
5/14/2021, 05:15 PM |
Q4 2020 |
328 |
$2.67B |
+$368M |
-$427M |
-$58.8M |
MSFT, AAPL, AMZN, META, NKE
|
13F-HR |
2/16/2021, 08:01 PM |
Q3 2020 |
343 |
$2.55B |
+$664M |
-$367M |
+$296M |
AAPL, MSFT, AMZN, META, NVDA
|
13F-HR |
11/13/2020, 06:47 PM |
Q2 2020 |
334 |
$2.3B |
+$925M |
-$490M |
+$435M |
MSFT, AAPL, AMZN, GOOG, NVDA
|
13F-HR |
8/14/2020, 02:18 PM |
Q1 2020 |
336 |
$1.69B |
+$466M |
-$337M |
+$128M |
MSFT, AMZN, AAPL, GLD, GOOG
|
13F-HR |
5/13/2020, 05:25 PM |
Q4 2019 |
341 |
$2.5B |
+$604M |
-$372M |
+$233M |
MSFT, AAPL, TLT, GOOG, TXN
|
13F-HR |
2/14/2020, 04:15 PM |
Q3 2019 |
350 |
$2.45B |
+$660M |
-$433M |
+$226M |
MSFT, TLT, AMZN, AAPL, GOOG
|
13F-HR |
11/14/2019, 07:24 PM |
Q2 2019 |
347 |
$2.61B |
+$742M |
-$421M |
+$321M |
MSFT, AMZN, TLT, V, MRK
|
13F-HR |
8/13/2019, 12:26 PM |
Q1 2019 |
360 |
$2.66B |
+$775M |
-$470M |
+$304M |
EEM, AMZN, MSFT, TLT, GOOG
|
13F-HR |
5/14/2019, 03:30 PM |
Q4 2018 |
365 |
$2.35B |
+$512M |
-$585M |
-$73.2M |
AMZN, MSFT, GOOG, V, TLT
|
13F-HR |
2/12/2019, 01:29 PM |
Q3 2018 |
369 |
$3.48B |
+$797M |
-$351M |
+$446M |
AAPL, AMZN, MSFT, UNH, ABMD
|
13F-HR |
11/14/2018, 05:18 PM |
Q2 2018 |
369 |
$3.25B |
+$905M |
-$552M |
+$352M |
AMZN, ABMD, UNH, MSFT, AAPL
|
13F-HR |
8/15/2018, 03:22 PM |
Q1 2018 |
403 |
$3.16B |
+$632M |
-$503M |
+$129M |
ABMD, MSFT, AMZN, SCHW, TLT
|
13F-HR |
5/14/2018, 06:17 PM |
Q4 2017 |
402 |
$3.33B |
+$696M |
-$318M |
+$377M |
MSFT, AMZN, SCHW, EEM, C
|
13F-HR |
2/14/2018, 06:26 PM |
Q3 2017 |
385 |
$3.19B |
+$793M |
-$408M |
+$385M |
EEM, ABMD, META, MSFT, V
|
13F-HR |
11/14/2017, 04:50 PM |
Q2 2017 |
388 |
$3.06B |
+$725M |
-$508M |
+$217M |
EEM, UNH, AMZN, C, HD
|
13F-HR |
8/14/2017, 08:42 PM |
Q1 2017 |
367 |
$3.19B |
+$728M |
-$439M |
+$289M |
EEM, HD, ADBE, MCHP, GOOG
|
13F-HR |
5/15/2017, 02:46 PM |
Q4 2016 |
371 |
$3.14B |
+$867M |
-$542M |
+$324M |
HD, MSFT, EOG, UNH, EEM
|
13F-HR |
2/15/2017, 02:08 PM |
Q3 2016 |
372 |
$3.31B |
+$814M |
-$408M |
+$406M |
EW, HD, EOG, V, ADBE
|
13F-HR |
11/14/2016, 07:48 PM |
Q2 2016 |
373 |
$3.14B |
+$632M |
-$488M |
+$143M |
ULTA, UNH, HD, GEXXXX, CRM
|
13F-HR |
8/9/2016, 08:21 PM |
Q1 2016 |
366 |
$3.2B |
+$914M |
-$479M |
+$435M |
GOOG, GEXXXX, HD, ULTA, NKE
|
13F-HR |
5/16/2016, 06:22 PM |
Q4 2015 |
387 |
$3.33B |
+$964M |
-$359M |
+$605M |
EFA, META, RHT, SCHW, V
|
13F-HR |
2/16/2016, 05:53 PM |
Q3 2015 |
364 |
$3.11B |
+$746M |
-$434M |
+$311M |
DIS, NXPI, META, EFA, RHT
|
13F-HR |
11/16/2015, 06:58 PM |
Q2 2015 |
369 |
$3.74B |
+$791M |
-$758M |
+$33.1M |
META, AAPL, DIS, HD, SCHW
|
13F-HR |
8/14/2015, 09:05 PM |
Q1 2015 |
354 |
$4.14B |
+$1.36B |
-$699M |
+$666M |
NXPI, MDT, 3106PS, AAPL, META
|
13F-HR |
5/14/2015, 09:07 PM |
Q4 2014 |
341 |
$3.88B |
+$2.54B |
-$972M |
+$1.57B |
NXPI, META, AAPL, M, RHT
|
13F-HR |
2/9/2015, 08:33 PM |
Q3 2014 |
225 |
$2.37B |
+$784M |
-$406M |
+$378M |
HD, TJX, PH, COST, BWA
|
13F-HR |
11/14/2014, 07:41 PM |
Q2 2014 |
318 |
$3.63B |
+$1.3B |
-$579M |
+$719M |
INTC, HD, SWN, EOG, UNP
|
13F-HR |
8/15/2014, 12:22 PM |
Q1 2014 |
309 |
$3.52B |
+$1.05B |
-$525M |
+$523M |
SWN, HD, EOG, TJX, PH
|
13F-HR |
5/20/2014, 02:27 PM |
Q4 2013 |
314 |
$3.45B |
|
|
|
GILD, TJX, PH, HD, COST
|
13F-HR |
2/20/2014, 01:33 PM |
Q3 2013 |
174 |
$1.12B |
|
|
|
STJ, GOOGXXXX, SWN, SSYS, PCAR
|
Restatement |
11/21/2014, 03:24 PM |