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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 39 | $322,942,390 | +$1,358,800 | -$11,969,677 | -$10,610,877 | ABBV, ALL, FPL, UHALB, AER | 13F-HR | 13 Nov 2025, 15:19 |
| Q2 2025 | 41 | $308,468,802 | +$3,794,100 | -$3,964,277 | -$170,177 | ALL, UHALB, ABBV, FPL, AER | 13F-HR | 14 Aug 2025, 11:25 |
| Q1 2025 | 42 | $311,828,143 | +$8,955,427 | -$17,130,775 | -$8,175,348 | UHALB, ABBV, ALL, Nextera Energy, DUK | 13F-HR | 14 May 2025, 11:54 |
| Q4 2024 | 41 | $311,425,174 | +$8,275,122 | -$19,144,538 | -$10,869,416 | UHALB, ALL, ABBV, FPL, Merck | 13F-HR | 11 Feb 2025, 11:08 |
| Q3 2024 | 41 | $343,599,745 | +$15,533,960 | -$21,195,595 | -$5,661,635 | UHALB, ABBV, FPL, ALL, Merck | 13F-HR | 14 Nov 2024, 13:32 |
| Q2 2024 | 40 | $303,972,345 | +$17,193,105 | -$655,180 | +$16,537,925 | UHALB, Merck, ABBV, FPL, ALL | 13F-HR | 09 Aug 2024, 13:18 |
| Q1 2024 | 38 | $282,731,508 | +$9,305,200 | -$8,505,240 | +$799,960 | UHALB, Merck, ABBV, ALL, DUK | 13F-HR | 13 May 2024, 14:41 |
| Q4 2023 | 34 | $266,261,891 | +$4,301,318 | -$38,606,353 | -$34,305,035 | UHALB, Merck, ABBV, DUK, XEL | 13F-HR | 12 Feb 2024, 12:57 |
| Q3 2023 | 38 | $291,057,980 | +$5,374,550 | -$45,757,635 | -$40,383,085 | UHALB, ABBV, Merck, XEL, CMS | 13F-HR | 13 Nov 2023, 08:49 |
| Q2 2023 | 35 | $296,229,190 | +$3,683,000 | -$1,129,050 | +$2,553,950 | UHALB, ABBV, CMS, DUK, XEL | 13F-HR | 08 Aug 2023, 12:51 |
| Q1 2023 | 35 | $308,377,808 | +$7,469,316 | -$5,086,636 | +$2,382,680 | UHALB, ABBV, CMS, DUK, XEL | 13F-HR | 12 May 2023, 17:13 |
| Q4 2022 | 35 | $325,267,220 | +$38,389,879 | -$13,725,842 | +$24,664,037 | UHALB, ABBV, PFE, DUK, CMS | 13F-HR | 14 Feb 2023, 17:19 |
| Q3 2022 | 34 | $363,879,000 | +$9,569,941 | -$42,238,365 | -$32,668,424 | UHAL, ABBV, ALL, Merck, Nextera Energy | 13F-HR | 15 Nov 2022, 10:30 |
| Q2 2022 | 33 | $425,070,000 | +$3,033,816 | -$10,617,625 | -$7,583,809 | UHAL, Nextera Energy, ABBV, ALL, DUK | 13F-HR | 08 Aug 2022, 18:20 |
| Q1 2022 | 32 | $489,080,000 | +$24,104,599 | -$25,497,085 | -$1,392,486 | UHAL, Nextera Energy, ABBV, ALL, CMS | 13F-HR | 11 May 2022, 15:03 |
| Q4 2021 | 30 | $490,284,000 | +$448,970 | -$18,729,035 | -$18,280,065 | UHAL, Nextera Energy, ABBV, VRX, ALL | 13F-HR | 16 Feb 2022, 15:19 |
| Q3 2021 | 31 | $470,676,000 | +$8,508,743 | -$131,875,640 | -$123,366,897 | UHAL, Nextera Energy, VRX, ALL, AAPL | 13F-HR | 12 Nov 2021, 17:10 |
| Q2 2021 | 31 | $523,621,000 | +$6,430,594 | -$23,521,573 | -$17,090,979 | UHAL, ALL, VRX, ABBV, Nextera Energy | 13F-HR | 16 Aug 2021, 12:12 |
| Q1 2021 | 35 | $533,784,000 | +$11,480,667 | -$46,870,999 | -$35,390,332 | UHAL, VRX, Nextera Energy, ABBV, ALL | 13F-HR | 17 May 2021, 14:34 |
| Q4 2020 | 39 | $518,789,000 | +$38,089,283 | -$23,886,639 | +$14,202,644 | UHAL, Nextera Energy, AAPL, ALL, ABBV | 13F-HR | 16 Feb 2021, 05:43 |
| Q3 2020 | 41 | $482,902,000 | +$28,123,180 | -$7,434,425 | +$20,688,755 | UHAL, Nextera Energy, AAPL, CMS, XEL | 13F-HR | 13 Nov 2020, 14:32 |
| Q2 2020 | 40 | $460,116,000 | +$17,504,464 | -$6,498,941 | +$11,005,523 | UHAL, Nextera Energy, AAPL, ABBV, ALL | 13F-HR | 14 Aug 2020, 16:06 |
| Q1 2020 | 43 | $434,258,000 | +$7,470,733 | -$5,462,771 | +$2,007,962 | Nextera Energy, UHAL, CMS, ALL, XEL | 13F-HR | 15 May 2020, 14:34 |
| Q4 2019 | 42 | $512,553,000 | +$19,291,374 | -$12,969,070 | +$6,322,304 | UHAL, Nextera Energy, ALL, VRX, CMS | 13F-HR | 14 Feb 2020, 15:20 |
| Q3 2019 | 41 | $481,649,000 | +$10,941,480 | -$13,221,500 | -$2,280,020 | UHAL, Nextera Energy, ALL, CMS, DUK | 13F-HR | 14 Nov 2019, 15:45 |
| Q2 2019 | 40 | $469,074,000 | +$4,482,403 | -$53,710,851 | -$49,228,448 | UHAL, Nextera Energy, ALL, CMS, DUK | 13F-HR | 13 Aug 2019, 18:17 |
| Q1 2019 | 43 | $511,952,000 | +$13,216,886 | -$12,043,431 | +$1,173,455 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 15 May 2019, 19:24 |
| Q4 2018 | 43 | $469,713,000 | +$23,396,392 | -$6,228,404 | +$17,167,988 | UHAL, Nextera Energy, DUK, ALL, Merck | 13F-HR | 15 Feb 2019, 09:32 |
| Q3 2018 | 47 | $516,063,000 | +$9,034,475 | -$10,643,210 | -$1,608,735 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 09 Nov 2018, 15:01 |
| Q2 2018 | 47 | $502,346,000 | +$13,267,618 | -$5,176,206 | +$8,091,412 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 14 Aug 2018, 14:30 |
| Q1 2018 | 45 | $478,671,000 | +$42,344,218 | -$3,429 | +$42,340,789 | UHAL, Nextera Energy, ALL, DUK, ABBV | 13F-HR | 15 May 2018, 17:30 |
| Q4 2017 | 47 | $461,129,000 | +$7,494,130 | -$3,489,737 | +$4,004,393 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 14 Feb 2018, 13:59 |
| Q3 2017 | 50 | $447,445,000 | +$17,116,087 | -$3,553,686 | +$13,562,401 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 15 Nov 2017, 09:55 |
| Q2 2017 | 49 | $437,867,000 | +$19,109,010 | -$5,483,827 | +$13,625,183 | UHAL, Nextera Energy, ALL, DUK, CMS | 13F-HR | 09 Aug 2017, 14:37 |
| Q1 2017 | 49 | $417,546,000 | +$19,665,128 | -$4,476,497 | +$15,188,631 | UHAL, Nextera Energy, DUK, ALL, CMS | 13F-HR | 15 May 2017, 16:50 |
| Q4 2016 | 48 | $382,858,000 | +$2,080,000 | -$859,586 | +$1,220,414 | UHAL, Nextera Energy, DUK, ALL, CMS | 13F-HR | 10 Feb 2017, 10:18 |
| Q3 2016 | 48 | $370,057,000 | +$4,200,000 | -$3,259,357 | +$940,643 | UHAL, Nextera Energy, DUK, ALL, CMS | 13F-HR | 14 Nov 2016, 17:43 |
| Q2 2016 | 48 | $391,126,000 | +$9,885,967 | -$74,909 | +$9,811,058 | UHAL, Nextera Energy, DUK, CMS, ALL | 13F-HR | 15 Aug 2016, 14:18 |
| Q1 2016 | 47 | $358,593,000 | -$5,861,615 | -$5,861,615 | UHAL, Nextera Energy, DUK, CMS, ALL | 13F-HR | 13 May 2016, 17:25 | |
| Q4 2015 | 49 | $368,555,000 | +$38,956,578 | -$25,484,488 | +$13,472,090 | UHAL, Nextera Energy, DUK, Mannkind, ALL | 13F-HR | 12 Feb 2016, 15:39 |
| Q3 2015 | 53 | $388,806,000 | +$50,776,426 | -$17,754,413 | +$33,022,013 | UHAL, Mannkind, IBM, ALL, DUK | 13F-HR | 16 Nov 2015, 12:38 |
| Q2 2015 | 55 | $386,643,000 | +$26,937,107 | -$2,174,500 | +$24,762,607 | UHAL, Mannkind, IBM, ALL, ABBV | 13F-HR | 13 Aug 2015, 14:26 |
| Q1 2015 | 51 | $369,961,000 | +$5,409,004 | +$5,409,004 | UHAL, Mannkind, ALL, IBM, PFE | 13F-HR | 15 May 2015, 14:54 | |
| Q4 2014 | 53 | $361,838,000 | +$15,489,526 | -$2,470,025 | +$13,019,501 | UHAL, Mannkind, ALL, IBM, PNX | 13F-HR | 13 Feb 2015, 15:32 |
| Q3 2014 | 55 | $359,156,000 | +$10,545,261 | -$3,860,857 | +$6,684,404 | UHAL, Mannkind, IBM, ALL, FTK | 13F-HR | 13 Nov 2014, 13:07 |
| Q2 2014 | 55 | $433,971,000 | +$13,308,151 | -$5,477,601 | +$7,830,550 | UHAL, Mannkind, FTK, IBM, ALL | 13F-HR | 14 Aug 2014, 13:32 |
| Q1 2014 | 53 | $372,328,000 | +$12,739,220 | -$4,551,380 | +$8,187,840 | UHAL, Mannkind, FTK, ALL, IBM | 13F-HR | 15 May 2014, 14:06 |
| Q4 2013 | 53 | $351,601,000 | $0 | UHAL, Mannkind, ALL, FTK, IBM | 13F-HR | 14 Feb 2014, 10:05 |