Q4 2024 |
78 |
$474M |
+$14.3M |
-$11.7M |
+$2.61M |
AVGO, COST, AAPL, MSFT, GOOGL
|
13F-HR |
1/16/2025, 10:13 AM |
Q3 2024 |
85 |
$480M |
+$48.6M |
-$18.6M |
+$30M |
MSFT, COST, AVGO, AAPL, TJX
|
13F-HR |
10/10/2024, 02:01 PM |
Q2 2024 |
84 |
$460M |
+$24.9M |
-$17.6M |
+$7.26M |
MSFT, AVGO, COST, AAPL, GOOGL
|
13F-HR |
7/10/2024, 10:25 AM |
Q1 2024 |
86 |
$436M |
+$20.1M |
-$18.8M |
+$1.3M |
MSFT, COST, AVGO, AAPL, TMO
|
13F-HR |
4/29/2024, 01:44 PM |
Q4 2023 |
81 |
$402M |
+$11.4M |
-$6.73M |
+$4.63M |
MSFT, AAPL, COST, AVGO, TJX
|
13F-HR |
1/9/2024, 11:11 AM |
Q3 2023 |
77 |
$359M |
+$11.4M |
-$7.48M |
+$3.92M |
MSFT, AAPL, COST, TMO, TJX
|
13F-HR |
10/10/2023, 11:13 AM |
Q2 2023 |
79 |
$381M |
+$6.24M |
-$4.94M |
+$1.3M |
MSFT, AAPL, TMO, COST, TJX
|
13F-HR |
7/6/2023, 02:11 PM |
Q1 2023 |
82 |
$356M |
+$15.3M |
-$9.03M |
+$6.23M |
AAPL, MSFT, TMO, DHR, COST
|
13F-HR |
4/5/2023, 02:50 PM |
Q4 2022 |
82 |
$335M |
+$11.8M |
-$10.7M |
+$1.11M |
TMO, MSFT, AAPL, DHR, APD
|
13F-HR |
1/11/2023, 02:26 PM |
Q3 2022 |
79 |
$314M |
+$24.7M |
-$4.47M |
+$20.3M |
AAPL, MSFT, TMO, DHR, COST
|
13F-HR |
10/25/2022, 03:14 PM |
Q2 2022 |
82 |
$307M |
+$1.42M |
-$5.56M |
-$4.14M |
MSFT, AAPL, TMO, DHR, COST
|
13F-HR |
7/12/2022, 04:19 PM |
Q1 2022 |
79 |
$327M |
+$17.4M |
-$19.6M |
-$2.22M |
AAPL, MSFT, TMO, DHR, COST
|
13F-HR |
5/3/2022, 11:54 AM |
Q4 2021 |
83 |
$422M |
+$21.1M |
-$25.1M |
-$4M |
AAPL, MSFT, TMO, DHR, HD
|
13F-HR |
2/4/2022, 12:51 PM |
Q3 2021 |
80 |
$392M |
+$3.68M |
-$8.44M |
-$4.76M |
AAPL, MSFT, TMO, PYPL, DHR
|
13F-HR |
11/2/2021, 11:23 AM |
Q2 2021 |
89 |
$391M |
+$4.51M |
-$2.47M |
+$2.04M |
MSFT, AAPL, PYPL, TMO, DHR
|
13F-HR |
7/8/2021, 10:18 AM |
Q1 2021 |
81 |
$363M |
+$33.9M |
-$28.3M |
+$5.61M |
AAPL, MSFT, PYPL, TMO, HD
|
13F-HR |
4/1/2021, 12:29 PM |
Q4 2020 |
81 |
$340M |
+$25.6M |
-$15.8M |
+$9.84M |
AAPL, MSFT, PYPL, TMO, DHR
|
13F-HR |
1/26/2021, 11:33 AM |
Q3 2020 |
78 |
$301M |
+$19.3M |
-$4.98M |
+$14.3M |
AAPL, PYPL, MSFT, TMO, HD
|
13F-HR |
10/22/2020, 02:54 PM |
Q2 2020 |
74 |
$271M |
+$34.4M |
-$22.1M |
+$12.4M |
AAPL, MSFT, PYPL, TMO, HD
|
13F-HR |
7/7/2020, 03:53 PM |
Q1 2020 |
71 |
$212M |
+$4.11M |
-$3.42M |
+$693K |
MSFT, AAPL, TMO, HD, DHR
|
13F-HR |
5/8/2020, 12:19 PM |
Q4 2019 |
80 |
$281M |
+$6.6M |
-$3.17M |
+$3.43M |
MSFT, AAPL, TMO, HD, PYPL
|
13F-HR |
1/22/2020, 09:10 AM |
Q3 2019 |
79 |
$259M |
+$1.95M |
-$9.3M |
-$7.35M |
HD, MSFT, TMO, AAPL, PYPL
|
13F-HR |
10/17/2019, 10:05 AM |
Q2 2019 |
89 |
$268M |
+$22M |
-$6.53M |
+$15.5M |
MSFT, TMO, HD, PYPL, DHR
|
13F-HR |
7/17/2019, 10:44 AM |
Q1 2019 |
80 |
$245M |
+$6.59M |
-$4.43M |
+$2.16M |
TMO, HD, PYPL, MSFT, AAPL
|
13F-HR |
4/19/2019, 12:44 PM |
Q4 2018 |
74 |
$209M |
+$4.82M |
-$11.9M |
-$7.1M |
HD, TMO, MSFT, PYPL, AAPL
|
13F-HR |
1/25/2019, 02:38 PM |
Q3 2018 |
83 |
$257M |
+$4.16M |
-$6.67M |
-$2.51M |
AAPL, HD, TMO, MSFT, BA
|
13F-HR |
10/30/2018, 11:07 AM |
Q2 2018 |
82 |
$244M |
+$891K |
-$3.76M |
-$2.87M |
HD, AAPL, TMO, BA, PYPL
|
13F-HR |
7/27/2018, 02:14 PM |
Q1 2018 |
84 |
$242M |
+$7.96M |
-$8.25M |
-$293K |
HD, BA, TMO, AAPL, MSFT
|
13F-HR |
4/16/2018, 02:24 PM |
Q4 2017 |
85 |
$246M |
+$7.41M |
-$9.73M |
-$2.32M |
HD, AAPL, BA, TMO, MDY
|
13F-HR |
1/3/2018, 02:51 PM |
Q3 2017 |
78 |
$234M |
+$5.89M |
-$6.36M |
-$470K |
HD, TMO, AAPL, MDY, BA
|
13F-HR |
10/12/2017, 09:48 AM |
Q2 2017 |
77 |
$222M |
+$1.57M |
-$4.74M |
-$3.18M |
HD, MDY, TMO, AAPL, EPD
|
13F-HR |
7/13/2017, 11:22 AM |
Q1 2017 |
78 |
$219M |
+$7.41M |
-$4.62M |
+$2.79M |
HD, MDY, AAPL, EPD, TMO
|
13F-HR |
4/5/2017, 09:59 AM |
Q4 2016 |
76 |
$206M |
+$6.62M |
-$5.64M |
+$987K |
HD, MDY, EPD, TMO, AAPL
|
13F-HR |
2/8/2017, 09:53 AM |
Q3 2016 |
76 |
$202M |
+$10.5M |
-$2.41M |
+$8.05M |
HD, MDY, TMO, EPD, AAPL
|
13F-HR |
10/13/2016, 03:42 PM |
Q2 2016 |
74 |
$194M |
+$3.85M |
-$607K |
+$3.24M |
HD, EPD, DHR, MDY, TMO
|
13F-HR |
7/14/2016, 10:07 AM |
Q1 2016 |
73 |
$190M |
+$7.07M |
-$10.2M |
-$3.16M |
HD, MDY, DHR, TMO, EPD
|
13F-HR |
4/1/2016, 02:03 PM |
Q4 2015 |
76 |
$198M |
+$12M |
-$5.05M |
+$6.94M |
HD, AAPL, MDY, DHR, TMO
|
13F-HR |
1/4/2016, 02:14 PM |
Q3 2015 |
72 |
$192M |
+$11.7M |
-$9.5M |
+$2.18M |
AAPL, MDY, HD, EPD, DHR
|
13F-HR |
10/7/2015, 12:04 PM |
Q2 2015 |
74 |
$214M |
+$7.49M |
-$5.97M |
+$1.51M |
AAPL, MDY, EPD, HD, UNP
|
13F-HR |
7/6/2015, 03:31 PM |
Q1 2015 |
76 |
$217M |
+$13.4M |
-$9.06M |
+$4.32M |
MDY, EPD, UNP, AAPL, HD
|
13F-HR |
4/17/2015, 03:17 PM |
Q4 2014 |
77 |
$212M |
+$10.6M |
-$7.89M |
+$2.75M |
EPD, UNP, MDY, AAPL, HD
|
13F-HR |
1/5/2015, 11:08 AM |
Q3 2014 |
75 |
$208M |
+$13.5M |
-$5.06M |
+$8.41M |
EPD, UNP, MDY, AAPL, TMO
|
13F-HR |
10/20/2014, 10:42 AM |
Q2 2014 |
76 |
$206M |
+$17.5M |
-$3.64M |
+$13.9M |
EPD, UNP, MDY, AAPL, XOM
|
13F-HR |
7/8/2014, 11:33 AM |
Q1 2014 |
72 |
$197M |
+$5.67M |
-$6.56M |
-$882K |
EPD, MDY, UNP, XOM, TMO
|
13F-HR |
4/2/2014, 12:25 PM |
Q4 2013 |
72 |
$197M |
|
|
|
EPD, MDY, UNP, XOM, AAPL
|
13F-HR |
1/3/2014, 09:59 AM |