| Q3 2023 |
|
|
|
|
|
|
13F-HR |
10/24/2023, 09:41 PM |
| Q2 2023 |
|
|
|
|
|
|
13F-HR |
7/31/2023, 05:15 PM |
| Q1 2023 |
|
|
|
|
|
|
13F-HR |
4/26/2023, 07:37 PM |
| Q4 2022 |
|
|
|
|
|
|
13F-HR |
2/13/2023, 03:33 PM |
| Q3 2022 |
52 |
$27.3M |
+$965K |
-$40M |
-$39M |
AAPL, MKC, MA, BRKB, MRK
|
13F-HR |
11/14/2022, 07:24 AM |
| Q2 2022 |
140 |
$106M |
+$2.3M |
-$31.2M |
-$28.8M |
AAPL, MSFT, BRKB, MRK, ABBV
|
13F-HR |
8/1/2022, 05:46 PM |
| Q1 2022 |
171 |
$171M |
+$1.78M |
-$43.3M |
-$41.5M |
AAPL, MSFT, BRKB, MA, ABBV
|
13F-HR |
5/6/2022, 07:50 PM |
| Q4 2021 |
217 |
$235M |
+$4.33M |
-$113M |
-$109M |
AAPL, MSFT, BRKB, MA, ABBV
|
13F-HR |
1/26/2022, 08:23 PM |
| Q3 2021 |
239 |
$338M |
+$18.9M |
-$318M |
-$300M |
AAPL, MSFT, AMZN, MA, BRKB
|
13F-HR |
11/12/2021, 10:41 AM |
| Q2 2021 |
256 |
$639M |
+$14.2M |
-$15.8M |
-$1.6M |
AAPL, AMZN, MSFT, PYPL, MA
|
13F-HR |
7/29/2021, 03:39 PM |
| Q1 2021 |
250 |
$589M |
+$24.7M |
-$41.1M |
-$16.4M |
AAPL, AMZN, MSFT, PYPL, MA
|
13F-HR |
5/14/2021, 04:10 PM |
| Q4 2020 |
249 |
$585M |
+$52.4M |
-$10.6M |
+$41.9M |
AAPL, AMZN, MSFT, MA, PYPL
|
13F-HR |
2/12/2021, 04:10 PM |
| Q3 2020 |
233 |
$491M |
+$56.4M |
-$15.2M |
+$41.2M |
AAPL, AMZN, MSFT, MA, PYPL
|
13F-HR |
11/13/2020, 04:20 PM |
| Q2 2020 |
232 |
$469M |
+$13.6M |
-$18.2M |
-$4.62M |
AMZN, AAPL, MSFT, MA, PYPL
|
13F-HR |
8/14/2020, 11:02 AM |
| Q1 2020 |
224 |
$387M |
+$62M |
-$14.5M |
+$47.4M |
AAPL, AMZN, MSFT, MA, V
|
13F-HR |
5/14/2020, 05:15 PM |
| Q4 2019 |
243 |
$418M |
+$41.6M |
-$9.33M |
+$32.3M |
AAPL, AMZN, MSFT, MA, JPM
|
13F-HR |
2/14/2020, 10:38 AM |
| Q3 2019 |
228 |
$356M |
+$6.71M |
-$25.3M |
-$18.6M |
AAPL, AMZN, MSFT, MA, JPM
|
13F-HR |
11/14/2019, 07:14 AM |
| Q2 2019 |
248 |
$375M |
+$9.23M |
-$61.5M |
-$52.2M |
AAPL, AMZN, MSFT, MA, JPM
|
13F-HR |
8/12/2019, 04:44 PM |
| Q1 2019 |
306 |
$425M |
+$9.15M |
-$150M |
-$141M |
AAPL, AMZN, MSFT, MA, JPM
|
13F-HR |
5/14/2019, 04:59 PM |
| Q4 2018 |
389 |
$524M |
+$31.7M |
-$27.1M |
+$4.63M |
AAPL, AMZN, MA, MSFT, IVV
|
13F-HR |
2/13/2019, 04:23 PM |
| Q3 2018 |
425 |
$622M |
+$19.2M |
-$12.6M |
+$6.55M |
AAPL, AMZN, MA, MSFT, IVV
|
13F-HR |
11/13/2018, 07:38 AM |
| Q2 2018 |
419 |
$577M |
+$50M |
-$17.8M |
+$32.2M |
AAPL, AMZN, MA, MSFT, GOOGL
|
13F-HR |
8/3/2018, 10:26 AM |
| Q1 2018 |
393 |
$538M |
+$45.7M |
-$14.4M |
+$31.3M |
AAPL, AMZN, MA, MSFT, GOOGL
|
13F-HR |
5/14/2018, 09:09 AM |
| Q4 2017 |
396 |
$519M |
+$45.2M |
-$12.3M |
+$32.8M |
AAPL, AMZN, MSFT, MA, JNJ
|
13F-HR |
2/12/2018, 11:05 AM |
| Q3 2017 |
382 |
$462M |
+$22.2M |
-$8.07M |
+$14.1M |
AAPL, AMZN, MA, MSFT, JNJ
|
13F-HR |
11/3/2017, 11:11 AM |
| Q2 2017 |
368 |
$435M |
+$30.9M |
-$6.79M |
+$24.2M |
AAPL, AMZN, JNJ, MSFT, MA
|
13F-HR |
8/14/2017, 04:30 PM |
| Q1 2017 |
352 |
$403M |
+$38.6M |
-$11.6M |
+$27M |
AAPL, AMZN, JNJ, MSFT, PG
|
13F-HR |
5/15/2017, 08:06 AM |
| Q4 2016 |
332 |
$367M |
+$37.6M |
-$9.63M |
+$28M |
AAPL, AMZN, XOM, MSFT, GOOGL
|
13F-HR |
2/9/2017, 04:10 PM |
| Q3 2016 |
314 |
$343M |
+$22.5M |
-$5.44M |
+$17.1M |
AAPL, AMZN, PG, GOOGL, RSPXXXX
|
13F-HR |
11/10/2016, 02:16 PM |
| Q2 2016 |
306 |
$321M |
+$27.3M |
-$9.52M |
+$17.8M |
AAPL, AMZN, XOM, PG, JNJ
|
13F-HR |
8/5/2016, 04:40 PM |
| Q1 2016 |
305 |
$305M |
+$19.8M |
-$5.72M |
+$14.1M |
AAPL, PG, AMZN, XOM, JNJ
|
13F-HR |
5/9/2016, 08:57 PM |
| Q4 2015 |
298 |
$293M |
+$28.8M |
-$7.88M |
+$20.9M |
AAPL, AMZN, PG, GOOGL, XOM
|
13F-HR |
2/8/2016, 07:15 AM |
| Q3 2015 |
309 |
$277M |
+$22.7M |
-$10.5M |
+$12.2M |
AAPL, PG, XOM, JNJ, MA
|
13F-HR |
11/6/2015, 02:33 PM |
| Q2 2015 |
326 |
$300M |
+$21.1M |
-$4.93M |
+$16.2M |
AAPL, PG, XOM, RSPXXXX, JNJ
|
13F-HR |
8/10/2015, 07:12 PM |
| Q1 2015 |
315 |
$290M |
+$29.9M |
-$8.78M |
+$21.1M |
AAPL, PG, XOM, RSPXXXX, JNJ
|
Restatement |
6/8/2015, 10:42 AM |
| Q4 2014 |
305 |
$275M |
+$15.8M |
-$8.97M |
+$6.81M |
AAPL, PG, XOM, JNJ, RSPXXXX
|
13F-HR |
2/9/2015, 03:18 PM |
| Q3 2014 |
305 |
$271M |
+$11.9M |
-$9.69M |
+$2.22M |
AAPL, XOM, PG, JNJ, QCOM
|
13F-HR |
11/10/2014, 04:11 PM |
| Q2 2014 |
313 |
$277M |
+$34.4M |
-$4.14M |
+$30.2M |
AAPL, XOM, PG, JNJ, QCOM
|
13F-HR |
8/8/2014, 05:18 PM |
| Q1 2014 |
291 |
$253M |
+$21.4M |
-$6.75M |
+$14.6M |
AAPL, XOM, PG, GOOGLXXXX, JNJ
|
13F-HR |
5/12/2014, 07:58 PM |
| Q4 2013 |
286 |
$248M |
|
|
|
AAPL, XOM, PG, MA, GOOGLXXXX
|
13F-HR |
2/6/2014, 08:20 PM |