Q4 2024 |
62 |
$104M |
+$5.46M |
-$7.07M |
-$1.61M |
ORI, AVGO, PKG, CMI, AMP
|
13F-HR |
2/11/2025, 06:05 PM |
Q3 2024 |
62 |
$111M |
+$3.36M |
-$4.3M |
-$950K |
AVGO, AFL, ORI, LMT, NEE
|
13F-HR |
11/13/2024, 02:07 PM |
Q2 2024 |
62 |
$105M |
+$5.35M |
-$5.17M |
+$174K |
MSFT, AVGO, QCOM, AFL, PRU
|
13F-HR |
8/12/2024, 06:31 PM |
Q1 2024 |
62 |
$109M |
+$3.87M |
-$4.75M |
-$881K |
PSX, MSFT, AVGO, PRU, LOW
|
13F-HR |
5/14/2024, 05:08 PM |
Q4 2023 |
62 |
$102M |
+$106K |
-$25.8M |
-$25.7M |
AVGO, PSX, AMP, JPM, AFL
|
13F-HR |
2/13/2024, 04:20 PM |
Q3 2023 |
63 |
$117M |
+$20.4M |
-$692K |
+$19.7M |
AVGO, PSX, AMP, AFL, ORI
|
13F-HR |
11/14/2023, 05:30 PM |
Q2 2023 |
62 |
$101M |
+$1.41M |
-$6.73M |
-$5.32M |
AVGO, AMP, SNA, LOW, ITW
|
13F-HR |
8/14/2023, 11:02 AM |
Q1 2023 |
62 |
$107M |
+$3.42M |
-$4.52M |
-$1.1M |
GILD, AVGO, ITW, UL, AMP
|
13F-HR |
5/11/2023, 05:51 PM |
Q4 2022 |
62 |
$113M |
+$5.31M |
-$1.07M |
+$4.24M |
GILD, MET, AMP, NXST, OGE
|
13F-HR |
2/14/2023, 01:39 PM |
Q3 2022 |
63 |
$99.7M |
+$3.44M |
-$3.78M |
-$344K |
NXST, AMGN, GPC, AFL, OGE
|
13F-HR |
11/14/2022, 10:39 AM |
Q2 2022 |
63 |
$107M |
+$12.1M |
-$760K |
+$11.3M |
AMGN, OGE, ABBV, NXST, GPC
|
13F-HR |
8/11/2022, 03:46 PM |
Q1 2022 |
61 |
$112M |
+$5.37M |
-$3.61M |
+$1.77M |
ABBV, NXST, AFL, AAPL, AMGN
|
13F-HR |
5/16/2022, 01:33 PM |
Q4 2021 |
59 |
$110M |
|
|
|
AVGO, ABBV, AAPL, DGX, CVS
|
13F-HR |
2/14/2022, 02:04 PM |
Q4 2017 |
467 |
$95.1M |
+$6.76M |
-$1.81M |
+$4.95M |
ABBV, TXN, BLK, PFG, CSCO
|
13F-HR |
1/10/2018, 11:59 AM |
Q3 2017 |
471 |
$89.6M |
+$5.29M |
-$1.28M |
+$4.01M |
ABBV, BLK, PFG, TXN, CMI
|
13F-HR |
10/12/2017, 11:39 AM |
Q2 2017 |
502 |
$85.7M |
+$6.11M |
-$775K |
+$5.33M |
DFT, PFG, BLK, AFL, PRU
|
13F-HR |
7/13/2017, 09:31 AM |
Q1 2017 |
508 |
$84.9M |
+$24.4M |
-$1.47M |
+$22.9M |
PFG, PRU, ORI, AFL, BLK
|
13F-HR |
4/7/2017, 08:49 AM |
Q4 2016 |
521 |
$62M |
+$5.37M |
-$2.36M |
+$3.01M |
PRU, MSFT, ADP, IP, MDP
|
13F-HR |
1/26/2017, 02:10 PM |
Q3 2016 |
523 |
$59.5M |
+$8.49M |
-$2.92M |
+$5.56M |
CMI, MSFT, JNJ, PAYX, AFL
|
13F-HR |
10/12/2016, 10:53 AM |
Q2 2016 |
502 |
$57.5M |
+$3.71M |
-$28M |
-$24.3M |
O, SPY, DLR, GIS, LMT
|
13F-HR |
7/11/2016, 03:24 PM |
Q1 2016 |
524 |
$133M |
+$32.8M |
-$9.2M |
+$23.6M |
EXR, ULTA, MAS, VNTV, CMD
|
13F-HR |
4/5/2016, 12:19 PM |
Q4 2015 |
520 |
$128M |
+$4.75M |
-$2.46M |
+$2.29M |
LEA, EXR, GPN, CAVM, ULTA
|
13F-HR |
1/25/2016, 07:55 AM |
Q3 2015 |
528 |
$124M |
+$30.9M |
-$14.1M |
+$16.9M |
EPAM, CAVM, LEA, CDW, WAB
|
13F-HR |
10/7/2015, 04:27 PM |
Q2 2015 |
534 |
$136M |
+$35M |
-$8.83M |
+$26.2M |
SWKS, PANW, AMBA, WWAV, EXR
|
13F-HR |
7/17/2015, 09:37 AM |
Q1 2015 |
539 |
$133M |
+$7.28M |
-$2.3M |
+$4.99M |
SWKS, PCYC, PANW, EXR, HBI
|
13F-HR |
4/9/2015, 11:42 AM |
Q4 2014 |
533 |
$124M |
+$24M |
-$6.71M |
+$17.3M |
SWKS, PANW, EXR, ALXN, CDW
|
13F-HR |
1/12/2015, 02:44 PM |
Q3 2014 |
532 |
$121M |
+$31M |
-$9.45M |
+$21.6M |
SWKS, SLXP, TWTR, LVLT, ALXN
|
13F-HR |
10/27/2014, 12:20 PM |
Q2 2014 |
533 |
$124M |
+$26.2M |
-$10.7M |
+$15.6M |
HBI, UHAL, URI, CDW, AMAT
|
13F-HR |
7/11/2014, 12:34 PM |
Q1 2014 |
533 |
$120M |
+$30.9M |
-$21.3M |
+$9.56M |
URI, ASGNXXXX, GNW, AMAT, FRCB
|
13F-HR |
4/14/2014, 08:54 AM |
Q4 2013 |
542 |
$119M |
|
|
|
BEAV, BYI, URI, LKQ, MTX
|
13F-HR |
1/17/2014, 12:14 PM |