Q4 2024 |
244 |
$516M |
+$20.3M |
-$29.1M |
-$8.82M |
AVGO, MSFT, JPM, GOOGL, AAPL
|
13F-HR |
2/12/2025, 12:29 PM |
Q3 2024 |
246 |
$521M |
+$88.9M |
-$84.2M |
+$4.65M |
AVGO, MSFT, JPM, AAPL, LMT
|
13F-HR |
11/8/2024, 03:01 PM |
Q2 2024 |
242 |
$305M |
+$68.7M |
-$53.2M |
+$15.5M |
LMT, AAPL, CSCO, CVX, JNJ
|
13F-HR |
8/2/2024, 05:24 PM |
Q1 2024 |
230 |
$466M |
+$39.6M |
-$29.1M |
+$10.5M |
MSFT, AVGO, JPM, GOOGL, LLY
|
13F-HR |
4/25/2024, 03:03 PM |
Q4 2023 |
228 |
$422M |
+$26.7M |
-$19.7M |
+$6.96M |
MSFT, AVGO, JPM, GOOGL, ROIC
|
13F-HR |
2/12/2024, 12:15 PM |
Q3 2023 |
272 |
$382M |
+$27.7M |
-$82.7M |
-$54.9M |
MSFT, AVGO, GOOGL, ROIC, AAPL
|
13F-HR |
11/9/2023, 05:58 PM |
Q2 2023 |
258 |
$450M |
+$41.5M |
-$19.2M |
+$22.3M |
MSFT, AVGO, LMT, AAPL, GOOGL
|
13F-HR |
8/24/2023, 08:38 PM |
Q1 2023 |
242 |
$410M |
+$38.7M |
-$13.5M |
+$25.2M |
MSFT, LMT, AVGO, GOOGL, CVX
|
13F-HR |
5/2/2023, 01:46 PM |
Q4 2022 |
245 |
$394M |
+$13.7M |
-$10.3M |
+$3.34M |
MSFT, LMT, JNJ, PFE, EMR
|
13F-HR |
1/13/2023, 11:09 AM |
Q3 2022 |
248 |
$368M |
+$110M |
-$13.3M |
+$96.6M |
MSFT, LMT, JNJ, GOOGL, AAPL
|
13F-HR |
10/11/2022, 11:35 AM |
Q2 2022 |
160 |
$325M |
+$12.5M |
-$32.9M |
-$20.5M |
MSFT, LMT, GOOGL, PFE, JNJ
|
13F-HR |
7/13/2022, 11:11 AM |
Q1 2022 |
252 |
$462M |
+$133M |
-$11.3M |
+$122M |
MSFT, GOOGL, NEM, LMT, AAPL
|
13F-HR |
4/11/2022, 12:58 PM |
Q4 2021 |
159 |
$385M |
+$20.4M |
-$63.1M |
-$42.7M |
MSFT, GOOGL, PFE, JPM, CSCO
|
13F-HR |
1/14/2022, 10:02 AM |
Q3 2021 |
263 |
$450M |
+$43.3M |
-$64.5M |
-$21.3M |
MSFT, GOOGL, JPM, CSCO, LMT
|
13F-HR |
12/14/2021, 11:04 AM |
Q2 2021 |
266 |
$473M |
+$30.9M |
-$20.8M |
+$10M |
MSFT, GOOGL, JPM, LMT, NEM
|
13F-HR |
8/4/2021, 01:18 PM |
Q1 2021 |
251 |
$434M |
+$34.1M |
-$37.7M |
-$3.6M |
MSFT, GOOGL, JPM, DIS, LMT
|
13F-HR |
5/11/2021, 05:46 PM |
Q4 2020 |
240 |
$419M |
+$15.9M |
-$20.6M |
-$4.69M |
MSFT, DIS, GOOGL, LMT, NEM
|
13F-HR |
2/10/2021, 02:59 PM |
Q3 2020 |
223 |
$386M |
+$68.8M |
-$41.9M |
+$26.9M |
MSFT, LMT, NEM, MRK, JNJ
|
13F-HR |
11/3/2020, 01:22 PM |
Q2 2020 |
224 |
$371M |
+$39.3M |
-$10.5M |
+$28.9M |
MSFT, SHV, LMT, NEM, MRK
|
13F-HR |
8/10/2020, 05:06 PM |
Q1 2020 |
178 |
$311M |
+$47.5M |
-$44.2M |
+$3.35M |
SHV, LMT, MSFT, MRK, JNJ
|
13F-HR |
5/13/2020, 06:55 PM |
Q4 2019 |
196 |
$406M |
+$73.1M |
-$9.01M |
+$64.1M |
MSFT, LMT, MRK, JPM, CSCO
|
13F-HR |
2/13/2020, 04:12 PM |
Q3 2019 |
119 |
$336M |
+$27.1M |
-$20.2M |
+$6.88M |
MSFT, LMT, CSCO, MRK, JPM
|
13F-HR |
11/13/2019, 12:12 PM |
Q2 2019 |
118 |
$353M |
+$4.29M |
-$105M |
-$101M |
MSFT, CSCO, LMT, MRK, JPM
|
13F-HR |
8/13/2019, 06:42 PM |
Q1 2019 |
208 |
$445M |
+$104M |
-$76.6M |
+$27.8M |
MSFT, CSCO, HON, MRK, JPM
|
13F-HR |
5/8/2019, 09:27 AM |
Q4 2018 |
123 |
$410M |
+$39.2M |
-$50.5M |
-$11.2M |
SPY, MSFT, PFE, CSCO, JNJ
|
13F-HR |
2/14/2019, 03:55 PM |
Q3 2018 |
131 |
$492M |
+$113M |
-$49.1M |
+$63.9M |
MSFT, CSCO, LMT, PFE, EMR
|
13F-HR |
11/1/2018, 01:27 PM |
Q2 2018 |
121 |
$473M |
+$37M |
-$18.9M |
+$18.1M |
MSFT, CSCO, HON, LMT, RDSA
|
13F-HR |
8/7/2018, 11:47 AM |
Q1 2018 |
96 |
$461M |
+$84.7M |
-$21.8M |
+$63M |
MSFT, LMT, CSCO, HON, JPM
|
13F-HR |
5/3/2018, 02:32 PM |
Q4 2017 |
126 |
$512M |
+$12.8M |
-$9.18M |
+$3.58M |
DWDP, MSFT, LMT, MCHP, MO
|
13F-HR |
1/29/2018, 12:21 PM |
Q3 2017 |
124 |
$488M |
+$113M |
-$25.9M |
+$86.8M |
DWDP, MCHP, LMT, MSFT, GLW
|
13F-HR |
11/6/2017, 11:49 AM |
Q2 2017 |
124 |
$486M |
+$44.6M |
-$21.1M |
+$23.5M |
DOW, MO, MSFT, MCHP, LMT
|
13F-HR |
8/7/2017, 11:41 AM |
Q1 2017 |
121 |
$461M |
+$3.15M |
-$12.8M |
-$9.68M |
DOW, MSFT, MCHP, MO, LMT
|
13F-HR |
4/28/2017, 02:07 PM |
Q4 2016 |
124 |
$457M |
+$95.6M |
-$26.5M |
+$69.1M |
MSFT, DOW, MO, MCHP, JPM
|
13F-HR |
2/1/2017, 10:31 AM |
Q3 2016 |
125 |
$446M |
+$78.4M |
-$12M |
+$66.4M |
MSFT, LMT, JNJ, MRK, CSCO
|
13F-HR |
10/31/2016, 03:37 PM |
Q2 2016 |
130 |
$440M |
+$13.2M |
-$16.9M |
-$3.67M |
MSFT, LMT, MO, JNJ, HON
|
13F-HR |
8/4/2016, 11:45 AM |
Q1 2016 |
137 |
$440M |
+$87.6M |
-$28.4M |
+$59.1M |
MSFT, LMT, MO, JNJ, HON
|
13F-HR |
4/29/2016, 02:05 PM |
Q4 2015 |
135 |
$440M |
+$7.27M |
-$5.99M |
+$1.29M |
CVS, MSFT, LMT, BMY, DOW
|
13F-HR |
1/29/2016, 09:59 AM |
Q3 2015 |
132 |
$417M |
+$62.2M |
-$10.8M |
+$51.4M |
CVS, LMT, DIS, BMY, MSFT
|
13F-HR |
11/5/2015, 01:25 PM |
Q2 2015 |
133 |
$448M |
+$19M |
-$8.87M |
+$10.1M |
CVS, LMT, DIS, BMY, MO
|
13F-HR |
8/4/2015, 03:07 PM |
Q1 2015 |
135 |
$458M |
+$98.7M |
-$22M |
+$76.7M |
CVS, LMT, BMY, BHI, MO
|
13F-HR |
5/8/2015, 02:30 PM |
Q4 2014 |
132 |
$475M |
+$22.6M |
-$7.41M |
+$15.2M |
CVS, LMT, JNJ, AXP, DOW
|
13F-HR |
2/3/2015, 10:10 AM |
Q3 2014 |
134 |
$458M |
+$77.6M |
-$32.9M |
+$44.6M |
LMT, JNJ, CVS, DOW, AXP
|
13F-HR |
11/12/2014, 02:05 PM |
Q2 2014 |
130 |
$470M |
+$44.6M |
-$27M |
+$17.6M |
JNJ, CVS, LMT, DOW, CMCSA
|
13F-HR |
8/8/2014, 09:28 AM |
Q1 2014 |
130 |
$465M |
+$60.1M |
-$18.5M |
+$41.6M |
LMT, CVS, JNJ, AXP, BA
|
13F-HR |
5/6/2014, 12:43 PM |
Q4 2013 |
129 |
$456M |
|
|
|
BA, AXP, CVS, CMCSA, JNJ
|
13F-HR |
2/10/2014, 10:38 AM |