| Q3 2025 |
3 |
$58,088,757 |
$0 |
-$8,664,000 |
-$8,664,000 |
DNLI, SANA, EGHT
|
13F-HR |
14 Nov 2025, 13:09 |
| Q2 2025 |
3 |
$62,562,865 |
$0 |
-$5,207,100 |
-$5,207,100 |
DNLI, SANA, EGHT
|
13F-HR |
14 Aug 2025, 13:08 |
| Q1 2025 |
3 |
$63,235,626 |
$0 |
-$2,776,611,738 |
-$2,776,611,738 |
DNLI, SANA, EGHT
|
13F-HR |
15 May 2025, 12:42 |
| Q4 2024 |
703 |
$2,869,621,004 |
+$1,983,426,971 |
-$840,828,522 |
+$1,142,598,449 |
IVV, NVDA, DNLI, QQQ, AMZN
|
13F-HR |
13 Feb 2025, 17:47 |
| Q3 2024 |
508 |
$1,756,440,506 |
+$999,898,926 |
-$575,380,908 |
+$424,518,018 |
SPY, DNLI, NVDA, CRM, AA
|
13F-HR |
13 Nov 2024, 14:21 |
| Q2 2024 |
158 |
$1,274,654,105 |
+$631,566,691 |
-$405,187,902 |
+$226,378,789 |
IVV, DNLI, NVDA, IWM, AAPL
|
13F-HR |
13 Aug 2024, 21:35 |
| Q1 2024 |
154 |
$1,022,427,494 |
+$519,724,202 |
-$575,803,411 |
-$56,079,209 |
DNLI, SPY, ASML, NI, TSM
|
13F-HR |
14 May 2024, 14:45 |
| Q4 2023 |
156 |
$1,164,390,107 |
+$445,485,426 |
-$270,720,943 |
+$174,764,483 |
DNLI, M, ET, FR, SPY
|
13F-HR |
12 Feb 2024, 17:25 |
| Q3 2023 |
200 |
$858,442,364 |
+$276,067,723 |
-$291,459,663 |
-$15,391,940 |
DNLI, NVDA, SPY, NCR, ACA
|
13F-HR |
14 Nov 2023, 12:10 |
| Q2 2023 |
218 |
$957,617,411 |
+$340,172,772 |
-$312,805,498 |
+$27,367,274 |
DNLI, QQQ, SANA, WCC, NCR
|
13F-HR |
14 Aug 2023, 12:22 |
| Q1 2023 |
157 |
$842,105,888 |
+$420,774,240 |
-$62,286,718 |
+$358,487,522 |
DNLI, AVGO, NCR, QQQ, WCC
|
13F-HR |
15 May 2023, 15:07 |
| Q4 2022 |
165 |
$682,350,842 |
+$229,552,014 |
-$87,919,426 |
+$141,632,588 |
DNLI, AVGO, NCR, SANA, ADI
|
13F-HR |
13 Feb 2023, 14:19 |
| Q3 2022 |
201 |
$739,795,000 |
+$239,074,819 |
-$83,048,967 |
+$156,025,852 |
DNLI, SANA, ZION, ALL, USB
|
13F-HR |
14 Nov 2022, 13:21 |
| Q2 2022 |
221 |
$766,419,000 |
+$306,452,261 |
-$29,746,214 |
+$276,706,047 |
DNLI, SANA, AJRD, ASTL, ZION
|
13F-HR |
12 Aug 2022, 12:35 |
| Q1 2022 |
256 |
$834,002,000 |
+$304,405,738 |
-$193,366,283 |
+$111,039,455 |
DNLI, SANA, SPY, AJRD, ALL
|
13F-HR |
16 May 2022, 13:54 |
| Q4 2021 |
227 |
$1,338,321,000 |
+$621,983,026 |
-$89,729,949 |
+$532,253,077 |
DNLI, AAPL, GOOG, BAC, AMZN
|
13F-HR |
14 Feb 2022, 11:23 |
| Q3 2021 |
224 |
$1,051,534,000 |
+$330,777,959 |
-$427,085,055 |
-$96,307,096 |
DNLI, SANA, WTW, HIG, AIG
|
13F-HR |
12 Nov 2021, 13:06 |
| Q2 2021 |
168 |
$1,156,176,000 |
+$392,598,349 |
-$237,451,812 |
+$155,146,537 |
DNLI, SANA, PBRA, AMP, MET
|
13F-HR |
13 Aug 2021, 14:06 |
| Q1 2021 |
86 |
$779,268,000 |
+$104,083,744 |
-$485,765,768 |
-$381,682,024 |
DNLI, GOOGL, WRB, MU, VALE
|
13F-HR |
14 May 2021, 12:28 |
| Q4 2020 |
140 |
$603,973,000 |
+$501,166,980 |
-$72,264,709 |
+$428,902,271 |
BRKB, AMZN, META, UNH, QCOM
|
13F-HR |
12 Feb 2021, 14:28 |
| Q3 2020 |
91 |
$678,334,000 |
+$188,203,775 |
-$61,697,977 |
+$126,505,798 |
DNLI, QQQ, VNQ, QCOM, MT
|
13F-HR |
13 Nov 2020, 13:05 |
| Q2 2020 |
160 |
$545,582,000 |
+$180,809,587 |
-$56,720,120 |
+$124,089,467 |
DNLI, PCG, VXXXXXX, SPY, AMAT
|
13F-HR |
14 Aug 2020, 10:09 |
| Q1 2020 |
32 |
$347,474,000 |
+$62,344,998 |
-$79,254,629 |
-$16,909,631 |
DNLI, KRC, MU, INTC, AMAT
|
Restatement |
13 May 2020, 13:13 |
| Q4 2019 |
41 |
$772,266,000 |
+$333,002,149 |
-$22,647,237 |
+$310,354,912 |
DNLI, BRKB, ADBE, AMD, CRM
|
13F-HR |
12 Feb 2020, 12:00 |
| Q3 2019 |
79 |
$620,889,000 |
+$174,581,297 |
-$30,435,517 |
+$144,145,780 |
DNLI, ARE, AMH, AAT, HPP
|
13F-HR |
13 Nov 2019, 15:24 |
| Q2 2019 |
82 |
$742,577,000 |
+$338,535,049 |
|
+$338,535,049 |
DNLI, VICI, CPT, HST, AMH
|
13F-HR |
13 Aug 2019, 16:04 |
| Q1 2019 |
3 |
$461,104,000 |
+$9,184,998 |
|
+$9,184,998 |
DNLI, GLD, MDB
|
13F-HR |
15 May 2019, 14:56 |
| Q4 2018 |
91 |
$661,289,000 |
+$128,997,184 |
-$64,638,820 |
+$64,358,364 |
DNLI, KRC, AMH, PGRE, ROIC
|
13F-HR |
14 Feb 2019, 09:47 |
| Q3 2018 |
139 |
$1,080,087,000 |
+$438,844,448 |
-$56,146,428 |
+$382,698,020 |
DNLI, AQST, RHT, PGRE, GRA
|
13F-HR |
14 Nov 2018, 16:21 |
| Q2 2018 |
228 |
$951,734,000 |
+$425,072,727 |
-$33,677,589 |
+$391,395,138 |
DNLI, ATH, AMG, INFO, JEF
|
13F-HR |
14 Aug 2018, 11:26 |
| Q1 2018 |
210 |
$803,776,000 |
+$250,916,951 |
-$49,332,742 |
+$201,584,209 |
DNLI, V, AIZ, PFG, ORI
|
13F-HR |
15 May 2018, 11:56 |
| Q4 2017 |
157 |
$976,152,000 |
+$553,482,438 |
-$98,536,514 |
+$454,945,924 |
JUNO, DNLI, V, VOYA, NTRS
|
13F-HR |
14 Feb 2018, 17:14 |
| Q3 2017 |
120 |
$719,363,000 |
+$207,437,254 |
-$383,417,142 |
-$175,979,888 |
JUNO, FNB, TRV, SHW, WTW
|
13F-HR |
14 Nov 2017, 15:45 |
| Q2 2017 |
128 |
$746,173,000 |
+$154,556,318 |
-$24,494,389 |
+$130,061,929 |
JUNO, RF, CE, MON, HON
|
13F-HR |
14 Aug 2017, 13:46 |
| Q1 2017 |
110 |
$545,405,000 |
+$114,361,525 |
-$4,840,113 |
+$109,521,412 |
JUNO, FNB, FDX, DOV, AGU
|
13F-HR |
12 May 2017, 16:03 |
| Q4 2016 |
82 |
$400,734,000 |
+$48,498,326 |
-$16,496,248 |
+$32,002,078 |
JUNO, FNB, PACW, ZBH, BXSXXXX
|
13F-HR |
14 Feb 2017, 14:03 |
| Q3 2016 |
205 |
$787,688,000 |
+$267,050,989 |
|
+$267,050,989 |
JUNO, NEBLQ, RES, HAL, RDC
|
13F-HR |
14 Nov 2016, 15:10 |
| Q2 2016 |
1 |
$666,888,000 |
|
|
$0 |
JUNO
|
13F-HR |
12 Aug 2016, 16:01 |
| Q1 2016 |
1 |
$653,858,000 |
|
-$324,124,540 |
-$324,124,540 |
JUNO
|
13F-HR |
13 May 2016, 16:16 |
| Q4 2015 |
1 |
$1,132,937,000 |
|
|
$0 |
JUNO
|
13F-HR |
12 Feb 2016, 15:38 |
| Q3 2015 |
1 |
$1,055,857,000 |
|
-$1,627,600 |
-$1,627,600 |
JUNO
|
13F-HR |
12 Nov 2015, 07:58 |
| Q2 2015 |
1 |
$1,385,983,000 |
|
-$58,435,068 |
-$58,435,068 |
JUNO
|
13F-HR |
17 Jul 2015, 11:55 |
| Q1 2015 |
1 |
$1,642,947,000 |
|
|
$0 |
JUNO
|
13F-HR |
14 Jul 2015, 16:50 |
| Q4 2014 |
1 |
$1,414,354,000 |
|
|
$0 |
JUNO
|
13F-HR |
14 Jul 2015, 16:45 |
| Q1 2014 |
|
|
|
|
$0 |
|
13F-NT |
15 May 2014, 15:22 |
| Q4 2013 |
|
|
|
|
$0 |
|
13F-NT |
14 Feb 2014, 14:55 |