Q3 2018 |
24 |
$54.1M |
+$13.4M |
-$12.9M |
+$468K |
BRKB, BKNG, META, AER, BRO
|
13F-HR |
11/14/2018, 11:01 AM |
Q2 2018 |
26 |
$62.8M |
+$21.4M |
-$8.4M |
+$13M |
BRKB, CSCO, BRO, SONY, AER
|
13F-HR |
8/14/2018, 12:01 PM |
Q1 2018 |
25 |
$66.4M |
+$20.5M |
-$2.33M |
+$18.2M |
SPY, BRKB, SPY, GOOG, META
|
13F-HR |
5/15/2018, 12:00 PM |
Q4 2017 |
30 |
$63.1M |
+$24M |
-$7.04M |
+$17M |
SPY, BRKB, SPY, GOOG, Y
|
13F-HR |
2/14/2018, 11:00 AM |
Q3 2017 |
29 |
$57.8M |
+$29.4M |
-$6.14M |
+$23.2M |
SPY, BRKB, GOOG, IBKR, BRO
|
13F-HR |
11/14/2017, 10:01 AM |
Q2 2017 |
22 |
$37.8M |
+$16.4M |
-$10.5M |
+$5.89M |
BRKB, IBKR, FC, META, BRO
|
13F-HR |
8/14/2017, 12:10 PM |
Q1 2017 |
22 |
$47.1M |
+$20.2M |
-$10.4M |
+$9.81M |
TSLA, BRKB, SPY, IACXXXX, SPY
|
13F-HR |
5/15/2017, 12:00 PM |
Q4 2016 |
22 |
$46.4M |
+$14.2M |
-$3.45M |
+$10.7M |
SPY, BRKB, CTSH, Y, BRO
|
13F-HR |
2/14/2017, 11:15 AM |
Q3 2016 |
30 |
$52.9M |
+$5.6M |
-$12.3M |
-$6.67M |
SPY, BRKB, Y, IACXXXX, CTSH
|
13F-HR |
11/14/2016, 11:00 AM |
Q2 2016 |
36 |
$69.1M |
+$26.9M |
-$5.49M |
+$21.4M |
SPY, BRKB, AAPL, Y, ISCA
|
13F-HR |
8/15/2016, 12:00 PM |
Q1 2016 |
27 |
$48.9M |
+$22.5M |
|
+$22.5M |
Y, BRKB, AAPL, TTEK, ISCA
|
13F-HR |
5/16/2016, 12:00 PM |
Q4 2015 |
18 |
$34.6M |
+$11.7M |
-$8.8M |
+$2.86M |
BRKB, AAPL, Y, TTEK, PH
|
13F-HR |
2/16/2016, 11:00 AM |
Q3 2015 |
31 |
$62.1M |
+$16.8M |
-$1.79M |
+$15M |
Y, KLIC, TRK, BRKB, KEYS
|
13F-HR |
11/16/2015, 11:00 AM |
Q2 2015 |
26 |
$58.1M |
+$10.6M |
-$8.21M |
+$2.43M |
Y, KLIC, TRK, ISCA, KEYS
|
13F-HR |
8/14/2015, 12:00 PM |
Q1 2015 |
30 |
$71.7M |
+$25.2M |
-$9.14M |
+$16.1M |
Y, ISCA, KLIC, BRKB, TRK
|
13F-HR |
5/15/2015, 12:00 PM |
Q4 2014 |
26 |
$61.8M |
+$17M |
-$12.9M |
+$4.05M |
Y, KLIC, ISCA, TTEK, PERY
|
13F-HR |
2/17/2015, 10:01 AM |
Q3 2014 |
28 |
$71.2M |
+$16.2M |
-$7.17M |
+$9.05M |
Y, KLIC, TTEK, VOXX, BRKB
|
13F-HR |
11/14/2014, 07:00 AM |
Q2 2014 |
30 |
$70.8M |
+$26.6M |
-$1.13M |
+$25.5M |
Y, KLIC, VOXX, EMC, TTEK
|
13F-HR |
8/14/2014, 12:00 PM |
Q1 2014 |
28 |
$62M |
+$21.2M |
-$17M |
+$4.25M |
Y, KLIC, DDS, EMC, VOXX
|
13F-HR |
5/15/2014, 08:49 AM |
Q4 2013 |
29 |
$86.4M |
|
|
|
TTEK, INGR, EMC, ACN, DDS
|
13F-HR |
2/14/2014, 05:04 AM |