Q1 2025 |
251 |
$234M |
+$38.4M |
-$109M |
-$70.6M |
T, CBOE, VZ, GIS, HSY
|
13F-HR |
4/16/2025, 11:41 AM |
Q4 2024 |
319 |
$303M |
+$15.2M |
-$232M |
-$217M |
T, GIS, MCK, CLX, CBOE
|
13F-HR |
1/28/2025, 10:10 AM |
Q3 2024 |
319 |
$524M |
+$65.6M |
-$169M |
-$104M |
T, GIS, CBOE, UTHR, ABBV
|
13F-HR |
10/9/2024, 08:59 AM |
Q2 2024 |
326 |
$609M |
+$45.9M |
-$524M |
-$478M |
LLY, T, UTHR, HUM, MCK
|
Restatement |
8/1/2024, 08:29 AM |
Q1 2024 |
377 |
$1.12B |
+$132M |
-$265M |
-$133M |
LLY, GIS, ABBV, CHD, MCK
|
13F-HR |
5/2/2024, 08:50 AM |
Q4 2023 |
374 |
$1.14B |
+$59.1M |
-$234M |
-$175M |
ABBV, MRK, LLY, K, GIS
|
13F-HR |
1/26/2024, 08:49 AM |
Q3 2023 |
395 |
$1.25B |
+$156M |
-$164M |
-$8.06M |
ABBV, MRK, JNJ, GIS, K
|
13F-HR |
10/31/2023, 11:16 AM |
Q2 2023 |
359 |
$1.33B |
+$146M |
-$304M |
-$157M |
MRK, K, GIS, PFE, CLX
|
13F-HR |
7/31/2023, 08:29 AM |
Q1 2023 |
358 |
$1.52B |
+$245M |
-$198M |
+$47.6M |
GIS, MRK, PFE, CLX, K
|
13F-HR |
5/3/2023, 09:52 AM |
Q4 2022 |
406 |
$1.51B |
+$206M |
-$226M |
-$20.1M |
PFE, MRK, GIS, KMB, CHD
|
13F-HR |
2/2/2023, 10:47 AM |
Q3 2022 |
428 |
$1.43B |
+$205M |
-$221M |
-$15.9M |
MRK, PFE, GIS, KMB, K
|
13F-HR |
11/2/2022, 07:47 AM |
Q2 2022 |
427 |
$1.6B |
+$340M |
-$496M |
-$155M |
PFE, GIS, KMB, MRK, K
|
13F-HR |
8/2/2022, 06:52 AM |
Q1 2022 |
427 |
$1.99B |
+$440M |
-$490M |
-$49.8M |
GIS, PFE, LLY, GILD, CLX
|
13F-HR |
4/25/2022, 01:34 PM |
Q4 2021 |
434 |
$2.22B |
+$187M |
-$364M |
-$177M |
GIS, GILD, LLY, DPZ, CLX
|
13F-HR |
2/15/2022, 09:47 AM |
Q3 2021 |
429 |
$2.36B |
+$214M |
-$215M |
-$1.23M |
GILD, GIS, CLX, DPZ, K
|
13F-HR |
11/12/2021, 06:18 AM |
Q2 2021 |
433 |
$2.5B |
+$352M |
-$349M |
+$3.51M |
GILD, CLX, GIS, DPZ, K
|
13F-HR |
8/11/2021, 08:32 AM |
Q1 2021 |
427 |
$2.35B |
+$389M |
-$353M |
+$36.6M |
GILD, CLX, CAG, K, GIS
|
13F-HR |
5/11/2021, 08:26 AM |
Q4 2020 |
429 |
$2.25B |
+$392M |
-$323M |
+$68.5M |
CLX, GILD, KR, NEM, CAG
|
13F-HR |
2/3/2021, 09:43 AM |
Q3 2020 |
424 |
$2B |
+$587M |
-$265M |
+$322M |
KR, CLX, GILD, NEM, DPZ
|
13F-HR |
11/12/2020, 11:02 AM |
Q2 2020 |
143 |
$1.55B |
+$485M |
-$357M |
+$128M |
NEM, KR, DPZ, CLX, SJM
|
13F-HR |
8/17/2020, 10:40 AM |
Q1 2020 |
135 |
$1.26B |
+$135M |
-$200M |
-$64.9M |
NEM, PSA, KR, NEE, SJM
|
13F-HR |
5/7/2020, 11:27 AM |
Q4 2019 |
116 |
$1.63B |
+$260M |
-$194M |
+$65.5M |
PSA, NEM, ED, AZO, CBOE
|
13F-HR |
2/10/2020, 10:30 AM |
Q3 2019 |
119 |
$1.55B |
+$119M |
-$338M |
-$219M |
ED, PSA, AZO, ES, NEM
|
13F-HR |
11/12/2019, 08:32 AM |
Q2 2019 |
123 |
$1.8B |
+$215M |
-$361M |
-$145M |
PSA, ED, AZO, NEM, CBOE
|
13F-HR |
8/13/2019, 06:26 AM |
Q1 2019 |
138 |
$1.98B |
+$349M |
-$639M |
-$290M |
ED, PSA, CBOE, AZO, NEM
|
13F-HR |
5/15/2019, 07:42 AM |
Q4 2018 |
155 |
$2.08B |
+$413M |
-$268M |
+$144M |
ED, CBOE, HUM, EXR, ULTA
|
13F-HR |
2/11/2019, 10:23 AM |
Q3 2018 |
135 |
$2.34B |
+$278M |
-$323M |
-$44.8M |
ED, HUM, CBOE, PCG, EIX
|
13F-HR |
11/8/2018, 05:04 AM |
Q2 2018 |
141 |
$2.43B |
+$480M |
-$406M |
+$74.2M |
ED, HUM, EXR, CBOE, PCG
|
13F-HR |
8/3/2018, 07:54 AM |
Q1 2018 |
159 |
$2.43B |
+$632M |
-$408M |
+$224M |
ED, HUM, EXR, CBOE, PCG
|
13F-HR |
5/14/2018, 11:48 AM |
Q4 2017 |
162 |
$2.31B |
+$215M |
-$703M |
-$488M |
ED, HUM, EXR, MNST, BMY
|
13F-HR |
2/13/2018, 05:09 PM |
Q3 2017 |
142 |
$2.65B |
+$411M |
-$329M |
+$81.9M |
ED, HUM, MNST, BMY, TSN
|
13F-HR |
11/14/2017, 07:55 AM |
Q2 2017 |
137 |
$2.68B |
+$395M |
-$306M |
+$88.9M |
SO, ED, HUM, MNST, WCN
|
13F-HR |
8/8/2017, 11:47 AM |
Q1 2017 |
124 |
$2.59B |
+$304M |
-$236M |
+$67.8M |
SO, ED, EA, KR, HUM
|
13F-HR |
5/9/2017, 11:17 AM |
Q4 2016 |
127 |
$2.46B |
+$368M |
-$395M |
-$27.3M |
SO, ED, KR, DG, EA
|
13F-HR |
2/15/2017, 06:19 AM |
Q3 2016 |
112 |
$2.78B |
+$603M |
-$207M |
+$396M |
ED, SO, MNST, EA, TSN
|
13F-HR |
12/1/2016, 09:26 AM |
Q2 2016 |
113 |
$2.5B |
+$478M |
-$422M |
+$55.5M |
ED, SO, MNST, DUK, WFM
|
13F-HR |
8/25/2016, 11:48 AM |
Q1 2016 |
121 |
$2.54B |
+$672M |
-$428M |
+$244M |
SO, MNST, HUM, CMG, ED
|
13F-HR |
5/10/2016, 10:08 AM |
Q4 2015 |
108 |
$2.31B |
+$630M |
-$645M |
-$14.9M |
HUM, PCG, MNST, KSS, LNKD
|
13F-HR |
2/16/2016, 07:24 AM |
Q3 2015 |
130 |
$2.56B |
+$643M |
-$351M |
+$292M |
CLX, PCG, KO, DUK, SO
|
13F-HR |
11/20/2015, 12:42 PM |
Q2 2015 |
129 |
$2.74B |
+$862M |
-$477M |
+$385M |
CLX, KO, PCG, ULTA, SPLS
|
13F-HR |
8/14/2015, 02:21 PM |
Q1 2015 |
140 |
$3.28B |
+$935M |
-$437M |
+$498M |
CLX, NLYXXXX, PCG, ULTA, AGNCXXXX
|
13F-HR |
5/13/2015, 07:21 AM |
Q4 2014 |
135 |
$3.02B |
+$668M |
-$1.12B |
-$448M |
AGNCXXXX, NLYXXXX, FE, EXC, CLX
|
13F-HR |
2/20/2015, 10:27 AM |
Q3 2014 |
132 |
$3.54B |
+$1.56B |
-$175M |
+$1.39B |
EXC, NLYXXXX, FE, AGNCXXXX, DGX
|
13F-HR |
11/19/2014, 07:58 AM |
Q2 2014 |
120 |
$2.26B |
+$758M |
-$459M |
+$299M |
EXC, FE, AAPL, CHTRXXXX, DGX
|
13F-HR |
8/12/2014, 01:33 PM |
Q1 2014 |
81 |
$2B |
+$536M |
-$307M |
+$229M |
EXC, HUM, AAPL, KSS, ISRG
|
13F-HR |
6/6/2014, 06:21 AM |
Q4 2013 |
88 |
$1.95B |
|
|
|
HUM, KSS, TMUS, MNSTXXXX, LUMNXXXX
|
13F-HR |
2/14/2014, 09:17 AM |