Q2 2025 |
9 |
$101M |
$0 |
$0 |
|
SPY, RC, XLF, GLD, AMZN
|
New Holdings |
8/15/2025, 11:08 AM |
Q2 2025 |
9 |
$101M |
+$815K |
-$3.61M |
-$2.8M |
SPY, RC, XLF, GLD, AMZN
|
13F-HR |
7/28/2025, 10:27 AM |
Q1 2025 |
2 |
$95.1M |
+$29.6M |
$0 |
+$29.6M |
SPY, RC
|
13F-HR |
5/14/2025, 02:20 PM |
Q4 2024 |
2 |
$70.5M |
$0 |
-$2.18M |
-$2.18M |
SPY, RC
|
13F-HR |
1/28/2025, 03:11 PM |
Q3 2024 |
2 |
$72.5M |
$0 |
-$20.5M |
-$20.5M |
SPY, RC
|
13F-HR |
11/5/2024, 01:05 PM |
Q2 2024 |
2 |
$89.4M |
+$8.44M |
$0 |
+$8.44M |
SPY, RC
|
13F-HR |
8/12/2024, 03:44 PM |
Q1 2024 |
2 |
$79.5M |
$0 |
-$1.03M |
-$1.03M |
SPY, RC
|
13F-HR |
5/14/2024, 05:09 PM |
Q4 2023 |
2 |
$75.8M |
+$1.07M |
-$2.89M |
-$1.83M |
SPY, RC
|
13F-HR |
2/12/2024, 05:37 PM |
Q3 2023 |
2 |
$70.9M |
+$16.1M |
|
+$16.1M |
SPY, RC
|
13F-HR |
11/13/2023, 05:18 PM |
Q2 2023 |
1 |
$56.9M |
|
-$2.29M |
-$2.29M |
SPY
|
13F-HR |
8/10/2023, 03:58 PM |
Q1 2023 |
1 |
$54.6M |
|
-$17.1M |
-$17.1M |
SPY
|
13F-HR |
5/12/2023, 04:57 PM |
Q4 2022 |
1 |
$67M |
|
-$7.26M |
-$7.26M |
SPY
|
13F-HR |
2/14/2023, 10:02 AM |
Q3 2022 |
1 |
$69.4M |
+$37.5M |
|
+$37.5M |
SPY
|
13F-HR |
11/9/2022, 04:07 PM |
Q2 2022 |
5 |
$70.9M |
+$58.3M |
|
+$58.3M |
SPY, QQQ, IWM, MSFT, AAPL
|
13F-HR |
8/8/2022, 06:01 PM |
Q1 2022 |
1 |
$15.1M |
+$1.25M |
|
+$1.25M |
SPY
|
13F-HR |
4/26/2022, 01:40 PM |
Q4 2021 |
1 |
$14.6M |
+$522K |
|
+$522K |
SPY
|
13F-HR |
2/7/2022, 12:15 PM |
Q3 2021 |
21 |
$20M |
+$5.83M |
-$3.97M |
+$1.86M |
SPY, TSLA, NFLX, KHC, MRK
|
13F-HR |
10/22/2021, 03:57 PM |
Q2 2021 |
21 |
$18.2M |
+$5.01M |
-$92K |
+$4.92M |
SPY, BRKB, AVGO, LINXXXX, CL
|
13F-HR |
8/2/2021, 05:12 PM |
Q1 2021 |
1 |
$12.3M |
+$744K |
$0 |
+$744K |
SPY
|
13F-HR |
5/7/2021, 03:31 PM |
Q4 2020 |
1 |
$10.9M |
+$82.6K |
|
+$82.6K |
SPY
|
13F-HR |
1/27/2021, 08:58 AM |
Q3 2020 |
1 |
$9.66M |
+$3.23M |
|
+$3.23M |
SPY
|
13F-HR |
10/26/2020, 01:41 PM |
Q2 2020 |
1 |
$5.92M |
+$5.92M |
|
+$5.92M |
SPY
|
13F-HR |
7/28/2020, 11:44 AM |
Q1 2020 |
|
|
|
|
|
|
13F-HR |
5/15/2020, 01:50 PM |
Q4 2019 |
3 |
$36M |
+$9.99M |
-$12.7M |
-$2.72M |
EMB, HYG, SPY
|
13F-HR |
2/10/2020, 01:10 PM |
Q3 2019 |
2 |
$38.4M |
+$1.95M |
|
+$1.95M |
EMB, HYG
|
13F-HR |
11/1/2019, 10:32 AM |
Q2 2019 |
2 |
$36.4M |
+$11.3M |
|
+$11.3M |
EMB, HYG
|
13F-HR |
7/31/2019, 04:06 PM |
Q1 2019 |
3 |
$24.8M |
+$3.43M |
|
+$3.43M |
EMB, HYG, SVA
|
13F-HR |
4/23/2019, 02:21 PM |
Q4 2018 |
344 |
$84.5M |
+$29.4M |
-$8.63M |
+$20.8M |
EMB, HYG, DSGR, GILT, ORBK
|
13F-HR |
2/6/2019, 05:16 PM |
Q3 2018 |
332 |
$100M |
+$23.6M |
-$7.37M |
+$16.2M |
EMB, HYG, AIT, WWE, CNO
|
13F-HR |
10/17/2018, 05:29 PM |
Q2 2018 |
333 |
$99M |
+$36.4M |
-$4.74M |
+$31.7M |
EMB, HYG, TSG, MLKN, AIT
|
13F-HR |
7/24/2018, 04:09 PM |
Q1 2018 |
366 |
$95.7M |
+$26.7M |
-$5.77M |
+$20.9M |
EMB, HYG, ASGN, EPAM, TILE
|
13F-HR |
4/26/2018, 12:37 PM |
Q4 2017 |
334 |
$86.8M |
+$48.8M |
-$9.56M |
+$39.2M |
EMB, HYG, EPAM, BKU, ASGNXXXX
|
13F-HR |
2/12/2018, 01:38 PM |
Q3 2017 |
166 |
$70.7M |
+$15.3M |
-$1.84M |
+$13.5M |
EMB, VGR, CTLT, BWXT, MLKN
|
13F-HR |
11/13/2017, 12:13 PM |
Q2 2017 |
171 |
$67.7M |
|
|
|
EMB, VGR, DAR, SMTC, RPM
|
13F-HR |
8/11/2017, 04:38 PM |
Q1 2017 |
63 |
$33.8M |
|
|
|
VGR, AOS, RPM, MASI, VIAV
|
13F-HR |
5/4/2017, 06:11 PM |
Q4 2016 |
133 |
$73.4M |
+$35.8M |
-$21.1M |
+$14.7M |
EMB, HYG, RHI, BAH, TILE
|
13F-HR |
2/13/2017, 03:33 PM |
Q3 2016 |
124 |
$90M |
+$43.6M |
-$1.31M |
+$42.3M |
ORI, AZPNXXXX, IDTI, RGC, TSRAXXXX
|
13F-HR |
11/14/2016, 11:45 AM |
Q2 2016 |
137 |
$90.7M |
+$42.2M |
-$7.24M |
+$34.9M |
OLN, ORI, SON, SQBGXXXX, SGENXXXX
|
13F-HR |
8/11/2016, 02:33 PM |
Q1 2016 |
153 |
$97.6M |
+$16M |
-$2.83M |
+$13.2M |
MKTX, BRCD, AGCO, ISBC, WDR
|
13F-HR |
5/2/2016, 09:49 AM |
Q4 2015 |
155 |
$94.2M |
+$42.8M |
-$1.34M |
+$41.4M |
MKTX, ISBC, LPLA, IDTI, AGCO
|
13F-HR |
2/12/2016, 10:31 AM |
Q3 2015 |
165 |
$84.2M |
|
|
|
SYNT, IPGP, AF, ISBC, FOSL
|
13F-HR |
10/20/2015, 09:24 AM |