Q4 2020 |
46 |
$85.7M |
+$5.2M |
-$2.74M |
+$2.46M |
AAPL, VGT, QQQ, IHI, JNJ
|
13F-HR |
1/26/2021, 04:41 PM |
Q3 2020 |
39 |
$74.7M |
+$10.1M |
-$1.06M |
+$8.99M |
AAPL, VGT, IHI, QQQ, JNJ
|
13F-HR |
10/28/2020, 11:50 AM |
Q2 2020 |
43 |
$73M |
+$3.16M |
-$4.97M |
-$1.81M |
AAPL, VGT, IHI, JNJ, QQQ
|
13F-HR |
8/17/2020, 12:23 PM |
Q1 2020 |
41 |
$64.6M |
+$5M |
-$2.72M |
+$2.27M |
AAPL, JNJ, VGT, IHI, QQQ
|
13F-HR |
4/20/2020, 03:56 PM |
Q4 2019 |
45 |
$84.4M |
+$2.7M |
-$1.9M |
+$802K |
AAPL, JNJ, IHI, VGT, VEA
|
13F-HR |
1/28/2020, 11:25 AM |
Q3 2019 |
46 |
$78.5M |
+$2.78M |
-$2.47M |
+$313K |
AAPL, IHI, JNJ, VGT, VEA
|
13F-HR |
10/23/2019, 11:59 AM |
Q2 2019 |
52 |
$84.4M |
+$2.83M |
-$1.86M |
+$964K |
AAPL, JNJ, IHI, VGT, VEA
|
13F-HR |
7/29/2019, 10:13 AM |
Q1 2019 |
52 |
$84.4M |
+$7.31M |
-$2.25M |
+$5.06M |
AAPL, JNJ, IHI, IBB, VGT
|
13F-HR |
4/30/2019, 11:21 AM |
Q4 2018 |
52 |
$73.7M |
+$6.57M |
-$2.29M |
+$4.28M |
JNJ, AAPL, IHI, VEA, IBB
|
13F-HR |
1/31/2019, 06:59 AM |
Q3 2018 |
48 |
$80.7M |
+$2.27M |
-$4.63M |
-$2.36M |
AAPL, JNJ, IHI, IBB, VEA
|
13F-HR |
10/26/2018, 02:45 PM |
Q2 2018 |
93 |
$104M |
+$5.68M |
-$4.16M |
+$1.53M |
AAPL, JNJ, AMZN, IHI, BMY
|
13F-HR |
7/11/2018, 12:57 PM |
Q1 2018 |
96 |
$103M |
+$5.14M |
-$6.44M |
-$1.3M |
AAPL, JNJ, BMY, T, AMZN
|
13F-HR |
4/10/2018, 03:22 PM |
Q4 2017 |
110 |
$115M |
+$13M |
-$7.69M |
+$5.27M |
AAPL, JNJ, T, BMY, DWDP
|
13F-HR |
1/30/2018, 12:46 PM |
Q3 2017 |
107 |
$112M |
+$8.57M |
-$22.1M |
-$13.6M |
AAPL, JNJ, T, BMY, DWDP
|
13F-HR |
11/6/2017, 12:34 PM |
Q2 2017 |
124 |
$138M |
+$19.4M |
-$9.67M |
+$9.74M |
AAPL, JNJ, T, DMLP, BMY
|
13F-HR |
7/31/2017, 01:45 PM |
Q1 2017 |
115 |
$135M |
+$8.66M |
-$12.7M |
-$4M |
SBR, DMLP, AAPL, JNJ, T
|
13F-HR |
5/3/2017, 11:06 AM |
Q4 2016 |
108 |
$139M |
+$14.3M |
-$6.8M |
+$7.49M |
SBR, DMLP, AAPL, T, JNJ
|
13F-HR |
1/31/2017, 11:25 AM |
Q3 2016 |
100 |
$131M |
+$2.79M |
-$15.4M |
-$12.6M |
SBR, DMLP, AAPL, JNJ, BGS
|
13F-HR |
11/7/2016, 03:32 PM |
Q2 2016 |
108 |
$141M |
+$6.39M |
-$12.6M |
-$6.22M |
SBR, JNJ, AAPL, DMLP, BGS
|
13F-HR |
7/28/2016, 10:04 AM |
Q1 2016 |
115 |
$137M |
+$5.2M |
-$20.4M |
-$15.2M |
AAPL, SBR, JNJ, T, BGS
|
13F-HR |
4/19/2016, 03:32 PM |
Q4 2015 |
119 |
$155M |
+$5.01M |
-$18.1M |
-$13.1M |
AAPL, SBR, JNJ, BGS, T
|
13F-HR |
1/25/2016, 10:21 AM |
Q3 2015 |
121 |
$169M |
+$13.1M |
-$7.32M |
+$5.74M |
SBR, AAPL, DMLP, BGS, JNJ
|
13F-HR |
11/5/2015, 09:07 AM |
Q2 2015 |
133 |
$225M |
+$13M |
-$28.6M |
-$15.6M |
SBR, DMLP, AAPL, WLLXXXX, PAGPXXXX
|
13F-HR |
7/20/2015, 03:28 PM |
Q1 2015 |
131 |
$248M |
+$14.9M |
-$28.5M |
-$13.7M |
SBR, DMLP, PAGPXXXX, AAPL, NBL
|
13F-HR |
4/14/2015, 02:31 PM |
Q4 2014 |
136 |
$269M |
+$44.6M |
-$34.1M |
+$10.5M |
EOG, DMLP, SBR, COP, PAGPXXXX
|
13F-HR |
1/29/2015, 10:31 AM |
Q3 2014 |
146 |
$326M |
+$55.1M |
-$11M |
+$44.1M |
SBR, PAGPXXXX, DMLP, COP, APAXXXX
|
13F-HR |
11/5/2014, 09:11 AM |
Q2 2014 |
153 |
$315M |
+$52M |
-$71.5M |
-$19.4M |
SBR, DMLP, PAGPXXXX, APAXXXX, COP
|
13F-HR |
7/30/2014, 12:59 PM |
Q1 2014 |
140 |
$308M |
+$61.6M |
-$37.6M |
+$24M |
SBR, WLLXXXX, DMLP, COP, ROYTL
|
13F-HR |
5/6/2014, 03:40 PM |
Q4 2013 |
143 |
$299M |
|
|
|
SBR, DMLP, ROYTL, WLLXXXX, PXD
|
Restatement |
1/23/2014, 10:14 AM |