Q3 2022 |
1,103 |
$2.32B |
+$103M |
-$40.1M |
+$63.2M |
MSFT, AAPL, SJW, UNH, COST
|
13F-HR |
11/14/2022, 06:20 PM |
Q2 2022 |
1,027 |
$2.46B |
+$190M |
-$63.6M |
+$126M |
MSFT, SJW, AAPL, UNH, COST
|
13F-HR |
7/8/2022, 01:27 PM |
Q1 2022 |
1,058 |
$2.78B |
+$169M |
-$116M |
+$53.3M |
AAPL, SJW, MSFT, AMZN, COST
|
13F-HR |
5/13/2022, 01:27 PM |
Q4 2021 |
959 |
$2.9B |
+$57.6M |
-$57.4M |
+$174K |
SJW, AAPL, MSFT, AMZN, COST
|
13F-HR |
2/15/2022, 06:29 PM |
Q3 2021 |
984 |
$2.64B |
+$139M |
-$39.2M |
+$100M |
SJW, AAPL, MSFT, AMZN, COST
|
13F-HR |
11/15/2021, 12:05 PM |
Q2 2021 |
922 |
$2.55B |
+$108M |
-$44.6M |
+$63.5M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
8/13/2021, 01:14 PM |
Q1 2021 |
814 |
$2.33B |
+$68.1M |
-$42.2M |
+$25.9M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
5/13/2021, 07:35 PM |
Q4 2020 |
762 |
$2.22B |
+$81.1M |
-$65.4M |
+$15.7M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
2/16/2021, 01:14 PM |
Q3 2020 |
743 |
$2.02B |
+$177M |
-$28.7M |
+$148M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
11/13/2020, 06:24 PM |
Q2 2020 |
739 |
$1.8B |
+$102M |
-$81.4M |
+$21.1M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
8/13/2020, 01:56 PM |
Q1 2020 |
739 |
$1.52B |
+$49.3M |
-$46.1M |
+$3.2M |
SJW, MSFT, AAPL, AMZN, COST
|
13F-HR |
5/13/2020, 02:10 PM |
Q4 2019 |
865 |
$1.9B |
+$63.9M |
-$17.4M |
+$46.6M |
SJW, AAPL, MSFT, AMZN, SPY
|
13F-HR |
2/14/2020, 05:05 PM |
Q3 2019 |
782 |
$1.73B |
+$53.1M |
-$31.8M |
+$21.2M |
SJW, MSFT, AAPL, AMZN, CVX
|
13F-HR |
11/15/2019, 05:07 PM |
Q2 2019 |
766 |
$1.68B |
+$63.5M |
-$29.6M |
+$33.8M |
SJW, MSFT, AAPL, AMZN, XOM
|
13F-HR |
8/15/2019, 01:46 PM |
Q1 2019 |
709 |
$1.61B |
+$31.4M |
-$30.9M |
+$527K |
SJW, MSFT, XOM, AAPL, AMZN
|
13F-HR |
5/14/2019, 06:16 PM |
Q4 2018 |
720 |
$1.42B |
+$44.3M |
-$35.6M |
+$8.74M |
SJW, MSFT, XOM, AAPL, AMZN
|
13F-HR |
2/14/2019, 05:40 PM |
Q3 2018 |
678 |
$1.63B |
+$51.5M |
-$52.5M |
-$984K |
SJW, AAPL, XOM, MSFT, AMZN
|
13F-HR |
11/14/2018, 06:21 PM |
Q2 2018 |
697 |
$1.56B |
+$58.3M |
-$45.8M |
+$12.5M |
SJW, XOM, MSFT, AAPL, CVX
|
13F-HR |
8/13/2018, 06:23 PM |
Q1 2018 |
714 |
$1.52B |
+$37.9M |
-$87.2M |
-$49.4M |
SJW, XOM, MSFT, AAPL, VEA
|
13F-HR |
5/10/2018, 09:02 PM |
Q4 2017 |
795 |
$1.62B |
+$48.4M |
-$35M |
+$13.4M |
SJW, XOM, MSFT, AAPL, JNJ
|
13F-HR |
2/14/2018, 05:14 PM |
Q3 2017 |
692 |
$1.51B |
+$364M |
-$49.8M |
+$315M |
SJW, XOM, AAPL, MSFT, JNJ
|
13F-HR |
11/14/2017, 02:45 PM |
Q2 2017 |
229 |
$1.11B |
+$42.5M |
-$15.3M |
+$27.2M |
AAPL, JNJ, MSFT, CVX, GEXXXX
|
13F-HR |
8/15/2017, 06:15 PM |
Q1 2017 |
219 |
$1.06B |
+$33M |
-$34.7M |
-$1.65M |
AAPL, JNJ, MSFT, CVX, GEXXXX
|
13F-HR |
5/15/2017, 07:28 PM |
Q4 2016 |
220 |
$1.01B |
+$40.2M |
-$34.6M |
+$5.67M |
CVX, JNJ, MSFT, AAPL, GEXXXX
|
13F-HR |
2/15/2017, 06:48 PM |
Q3 2016 |
222 |
$992M |
+$32.4M |
-$26M |
+$6.36M |
JNJ, AAPL, CVX, MSFT, GEXXXX
|
Restatement |
2/15/2017, 09:10 PM |
Q2 2016 |
223 |
$973M |
+$39.5M |
-$25.6M |
+$13.8M |
JNJ, CVX, GEXXXX, VGK, MSFT
|
13F-HR |
8/15/2016, 08:06 PM |
Q1 2016 |
228 |
$943M |
+$57.8M |
-$16.7M |
+$41M |
GEXXXX, JNJ, AAPL, MSFT, VGK
|
13F-HR |
5/16/2016, 08:28 PM |
Q4 2015 |
231 |
$938M |
+$28.4M |
-$24.6M |
+$3.88M |
GEXXXX, JNJ, MSFT, VGK, AAPL
|
13F-HR |
2/16/2016, 06:18 PM |
Q3 2015 |
230 |
$886M |
+$42.3M |
-$85.7M |
-$43.5M |
AAPL, JNJ, VGK, GEXXXX, MSFT
|
13F-HR |
11/13/2015, 05:50 PM |
Q2 2015 |
251 |
$1.05B |
+$120M |
-$23.7M |
+$95.8M |
SJW, AAPL, JNJ, VGK, GEXXXX
|
13F-HR |
8/13/2015, 08:26 PM |
Q1 2015 |
229 |
$972M |
+$23.3M |
-$15M |
+$8.23M |
SJW, AAPL, JNJ, CVX, NKE
|
Restatement |
5/19/2015, 06:28 PM |
Q4 2014 |
256 |
$1.05B |
+$26.3M |
-$31.7M |
-$5.4M |
SJW, JNJ, AAPL, CVX, GEXXXX
|
13F-HR |
2/13/2015, 07:18 PM |
Q3 2014 |
249 |
$1.02B |
+$30.9M |
-$24.9M |
+$5.99M |
SJW, JNJ, CVX, AAPL, GEXXXX
|
13F-HR |
11/14/2014, 07:18 PM |
Q2 2014 |
247 |
$1.01B |
+$83.2M |
-$20.2M |
+$63M |
SJW, CVX, JNJ, GEXXXX, AAPL
|
13F-HR |
8/15/2014, 08:54 PM |
Q1 2014 |
237 |
$939M |
+$60.5M |
-$17.1M |
+$43.4M |
SJW, CVX, JNJ, GEXXXX, PFE
|
13F-HR |
5/15/2014, 05:49 PM |
Q4 2013 |
236 |
$917M |
|
|
|
SJW, CVX, GEXXXX, JNJ, NKE
|
13F-HR |
2/14/2014, 04:24 PM |