Q4 2024 |
79 |
$153M |
+$5.5M |
-$5.51M |
-$14.3K |
UNM, AGM, KNTK, WMB, OMF
|
13F-HR |
2/11/2025, 04:49 PM |
Q3 2024 |
81 |
$151M |
+$18.6M |
-$15.7M |
+$2.84M |
UNM, AGM, ABBV, TMO, WMB
|
13F-HR |
11/5/2024, 04:39 PM |
Q2 2024 |
78 |
$139M |
+$6.34M |
-$7.32M |
-$982K |
AGM, UNM, OMF, TMO, WMB
|
13F-HR |
8/12/2024, 02:22 PM |
Q1 2024 |
82 |
$137M |
+$9.35M |
-$5.62M |
+$3.73M |
UNM, OMF, TMO, ABBV, KNTK
|
13F-HR |
5/14/2024, 09:04 AM |
Q4 2023 |
76 |
$133M |
+$2.3M |
-$5.98M |
-$3.68M |
AGM, UNM, OMF, TMO, ABBV
|
13F-HR |
2/6/2024, 10:23 AM |
Q3 2023 |
75 |
$128M |
+$5.72M |
-$3.8M |
+$1.92M |
UNM, AGM, TMO, CLMT, ABBV
|
13F-HR |
10/30/2023, 11:49 AM |
Q2 2023 |
79 |
$135M |
+$9.58M |
-$2.18M |
+$7.4M |
UNM, AGM, TMO, OMF, ABBV
|
13F-HR |
8/1/2023, 05:38 PM |
Q1 2023 |
79 |
$132M |
+$14.1M |
-$1.53M |
+$12.5M |
TMO, UNM, AGM, ABBV, CLMT
|
13F-HR |
5/3/2023, 03:36 PM |
Q4 2022 |
81 |
$131M |
+$9.06M |
-$3.02M |
+$6.03M |
UNM, TMO, ABBV, TRTN, AGM
|
13F-HR |
1/26/2023, 10:53 AM |
Q3 2022 |
80 |
$113M |
+$6.2M |
-$8.5M |
-$2.3M |
UNM, TMO, ABBV, CVS, KNTK
|
13F-HR |
11/2/2022, 12:11 PM |
Q2 2022 |
85 |
$125M |
+$9.1M |
-$1.77M |
+$7.33M |
TMO, ABBV, UNM, KNTK, PFE
|
13F-HR |
8/2/2022, 11:17 AM |
Q1 2022 |
92 |
$141M |
+$7.72M |
-$1.47M |
+$6.25M |
TMO, ABBV, TRTN, UNM, CVS
|
13F-HR |
4/28/2022, 03:49 PM |
Q4 2021 |
274 |
$143M |
+$6.09M |
-$7.14M |
-$1.05M |
TMO, PFE, CVS, ABBV, AGM
|
13F-HR |
2/2/2022, 04:16 PM |
Q3 2021 |
204 |
$133M |
+$6.96M |
-$24.5M |
-$17.5M |
TMO, GM, KNTK, OMF, AGM
|
13F-HR |
11/4/2021, 12:37 PM |
Q2 2021 |
219 |
$151M |
+$20.4M |
-$60M |
-$39.6M |
TMO, GM, KNTK, OMF, CVS
|
13F-HR |
7/20/2021, 01:30 PM |
Q1 2021 |
279 |
$188M |
+$32.9M |
-$22.2M |
+$10.7M |
SCHD, CWI, TMO, BIV, GM
|
13F-HR |
4/19/2021, 01:49 PM |
Q4 2020 |
268 |
$155M |
+$5.27M |
-$9.16M |
-$3.89M |
BIV, CWI, TMO, SCHD, AGG
|
13F-HR |
2/12/2021, 09:18 AM |
Q3 2020 |
285 |
$137M |
+$23.9M |
-$10.6M |
+$13.4M |
TMO, BIV, SCHD, CWI, AGG
|
13F-HR |
11/3/2020, 09:45 AM |
Q2 2020 |
274 |
$117M |
+$15.5M |
-$11.1M |
+$4.46M |
SCHD, TMO, CWI, MOAT, BSCO
|
13F-HR |
7/22/2020, 09:50 AM |
Q1 2020 |
336 |
$97.4M |
+$5.81M |
-$5.97M |
-$153K |
BSCO, SCHD, TMO, CWI, MOAT
|
13F-HR |
4/23/2020, 02:36 PM |
Q4 2019 |
435 |
$164M |
+$9.97M |
-$23.5M |
-$13.6M |
VRIG, BSCO, CWI, TMO, SCHD
|
13F-HR |
1/22/2020, 12:20 PM |
Q3 2019 |
367 |
$171M |
+$14M |
-$11.5M |
+$2.52M |
VRIG, GM, BP, TMO, SCHD
|
13F-HR |
11/12/2019, 08:38 AM |
Q2 2019 |
278 |
$177M |
+$9.6M |
-$9.28M |
+$316K |
GM, BP, VRIG, CWI, TMO
|
13F-HR |
7/30/2019, 10:44 AM |
Q1 2019 |
294 |
$175M |
+$2.44M |
-$17M |
-$14.6M |
VRIG, BP, CWI, GM, SCHD
|
13F-HR |
4/26/2019, 04:36 PM |
Q4 2018 |
316 |
$175M |
+$3.43M |
-$10.5M |
-$7.1M |
VRIG, CWI, BSCK, GM, BP
|
13F-HR |
2/15/2019, 03:54 PM |
Q3 2018 |
337 |
$220M |
+$13M |
-$2.77M |
+$10.3M |
VRIG, CWI, BP, SCHD, GM
|
13F-HR |
11/2/2018, 04:41 PM |
Q2 2018 |
316 |
$206M |
+$49.6M |
-$13.6M |
+$36M |
VRIG, GM, CWI, BP, SCHD
|
13F-HR |
8/3/2018, 01:32 PM |
Q1 2018 |
302 |
$195M |
+$14.2M |
-$7.76M |
+$6.4M |
BKLNXXXX, VRIGXXXX, GM, SCHD, CWI
|
13F-HR |
5/14/2018, 03:27 PM |
Q4 2017 |
310 |
$205M |
+$13.1M |
-$11.3M |
+$1.76M |
GM, SCHD, VRIGXXXX, BSCIXXXX, BKLNXXXX
|
13F-HR |
2/2/2018, 10:37 AM |
Q3 2017 |
316 |
$198M |
+$11.4M |
-$11.6M |
-$263K |
GM, CVS, VRIGXXXX, BSCIXXXX, BKLNXXXX
|
13F-HR |
11/20/2017, 11:46 AM |
Q2 2017 |
356 |
$210M |
+$40.1M |
-$12.3M |
+$27.8M |
GM, CVS, AAL, TMO, CNI
|
13F-HR |
7/28/2017, 11:32 AM |
Q1 2017 |
338 |
$182M |
+$6.35M |
-$11M |
-$4.6M |
GM, CVS, BSCH, TMO, SIX
|
13F-HR |
5/8/2017, 01:14 PM |
Q4 2016 |
372 |
$192M |
+$13.6M |
-$13.9M |
-$316K |
GM, CVS, AAL, BSCH, SIX
|
13F-HR |
2/9/2017, 01:11 PM |
Q3 2016 |
389 |
$186M |
+$9.89M |
-$9.46M |
+$434K |
GM, CVS, LTC, TMO, PSEC
|
13F-HR |
12/1/2016, 10:42 AM |
Q2 2016 |
377 |
$180M |
+$4.59M |
-$10.4M |
-$5.79M |
CVS, GM, LTC, MPW, TMO
|
13F-HR |
8/5/2016, 03:01 PM |
Q1 2016 |
396 |
$190M |
+$15.5M |
-$12.7M |
+$2.83M |
CVS, GM, LTC, AYR, AAL
|
13F-HR |
6/1/2016, 04:00 PM |
Q4 2015 |
152 |
$190M |
+$6.64M |
-$13.5M |
-$6.88M |
GM, CVS, AAL, LTC, AYR
|
13F-HR |
1/13/2016, 04:32 PM |
Q3 2015 |
174 |
$206M |
+$13.7M |
-$12.7M |
+$1.05M |
GM, CVS, LTC, AYR, AAL
|
13F-HR |
11/20/2015, 11:10 AM |
Q2 2015 |
175 |
$243M |
+$18.4M |
-$6.79M |
+$11.6M |
CVS, GM, AYR, LTC, AAL
|
13F-HR |
7/17/2015, 10:46 AM |
Q1 2015 |
174 |
$255M |
+$10.6M |
-$7.71M |
+$2.87M |
GM, CVS, LTC, AYR, VZ
|
13F-HR |
4/20/2015, 10:34 AM |
Q4 2014 |
175 |
$258M |
+$37M |
-$15.4M |
+$21.5M |
GM, CVS, LTC, VZ, AAL
|
13F-HR |
1/15/2015, 03:14 PM |
Q3 2014 |
185 |
$250M |
+$32.1M |
-$5.4M |
+$26.7M |
GM, CVS, VZ, PSEC, LTC
|
13F-HR |
10/9/2014, 12:23 PM |
Q2 2014 |
190 |
$238M |
+$21M |
-$8M |
+$13M |
CVS, CSBQP, LTC, VZ, CNI
|
Restatement |
7/16/2014, 02:22 PM |
Q1 2014 |
195 |
$223M |
+$15.3M |
-$8.67M |
+$6.64M |
CVS, CSBQP, VZ, UNP, LTC
|
13F-HR |
4/9/2014, 10:59 AM |
Q4 2013 |
188 |
$215M |
|
|
|
CVS, CSBQP, CNI, UNP, LTC
|
13F-HR |
1/23/2014, 09:18 AM |