Q4 2024 |
703 |
$2.87B |
+$1.98B |
-$841M |
+$1.14B |
IVV, NVDA, DNLI, QQQ, AMZN
|
13F-HR |
2/13/2025, 05:47 PM |
Q3 2024 |
508 |
$1.76B |
+$1B |
-$575M |
+$425M |
SPY, DNLI, NVDA, CRM, AA
|
13F-HR |
11/13/2024, 02:21 PM |
Q2 2024 |
158 |
$1.27B |
+$632M |
-$405M |
+$226M |
IVV, DNLI, NVDA, IWM, AAPL
|
13F-HR |
8/13/2024, 09:35 PM |
Q1 2024 |
154 |
$1.02B |
+$520M |
-$576M |
-$56.1M |
DNLI, SPY, ASML, NI, TSM
|
13F-HR |
5/14/2024, 02:45 PM |
Q4 2023 |
156 |
$1.16B |
+$445M |
-$271M |
+$175M |
DNLI, M, ET, FR, SPY
|
13F-HR |
2/12/2024, 05:25 PM |
Q3 2023 |
200 |
$858M |
+$276M |
-$291M |
-$15.4M |
DNLI, NVDA, SPY, NCR, ACA
|
13F-HR |
11/14/2023, 12:10 PM |
Q2 2023 |
218 |
$958M |
+$340M |
-$313M |
+$27.4M |
DNLI, QQQ, SANA, WCC, NCR
|
13F-HR |
8/14/2023, 12:22 PM |
Q1 2023 |
157 |
$842M |
+$421M |
-$62.3M |
+$358M |
DNLI, AVGO, NCR, QQQ, WCC
|
13F-HR |
5/15/2023, 03:07 PM |
Q4 2022 |
165 |
$682M |
+$230M |
-$87.9M |
+$142M |
DNLI, AVGO, NCR, SANA, ADI
|
13F-HR |
2/13/2023, 02:19 PM |
Q3 2022 |
201 |
$740M |
+$239M |
-$83M |
+$156M |
DNLI, SANA, ZION, ALL, USB
|
13F-HR |
11/14/2022, 01:21 PM |
Q2 2022 |
221 |
$766M |
+$306M |
-$29.7M |
+$277M |
DNLI, SANA, AJRD, ASTL, ZION
|
13F-HR |
8/12/2022, 12:35 PM |
Q1 2022 |
256 |
$834M |
+$304M |
-$193M |
+$111M |
DNLI, SANA, SPY, AJRD, ALL
|
13F-HR |
5/16/2022, 01:54 PM |
Q4 2021 |
227 |
$1.34B |
+$622M |
-$89.7M |
+$532M |
DNLI, AAPL, GOOG, BAC, AMZN
|
13F-HR |
2/14/2022, 11:23 AM |
Q3 2021 |
224 |
$1.05B |
+$331M |
-$427M |
-$96.3M |
DNLI, SANA, WTW, HIG, AIG
|
13F-HR |
11/12/2021, 01:06 PM |
Q2 2021 |
168 |
$1.16B |
+$393M |
-$237M |
+$155M |
DNLI, SANA, PBRA, AMP, MET
|
13F-HR |
8/13/2021, 02:06 PM |
Q1 2021 |
86 |
$779M |
+$104M |
-$486M |
-$382M |
DNLI, GOOGL, WRB, MU, VALE
|
13F-HR |
5/14/2021, 12:28 PM |
Q4 2020 |
140 |
$604M |
+$501M |
-$72.3M |
+$429M |
BRKB, AMZN, META, UNH, QCOM
|
13F-HR |
2/12/2021, 02:28 PM |
Q3 2020 |
91 |
$678M |
+$188M |
-$61.7M |
+$127M |
DNLI, QQQ, VNQ, QCOM, MT
|
13F-HR |
11/13/2020, 01:05 PM |
Q2 2020 |
160 |
$546M |
+$181M |
-$56.7M |
+$124M |
DNLI, PCG, VXXXXXX, SPY, AMAT
|
13F-HR |
8/14/2020, 10:09 AM |
Q1 2020 |
32 |
$347M |
+$62.3M |
-$79.3M |
-$16.9M |
DNLI, KRC, MU, INTC, AMAT
|
Restatement |
5/13/2020, 01:13 PM |
Q4 2019 |
41 |
$772M |
+$333M |
-$22.6M |
+$310M |
DNLI, BRKB, ADBE, AMD, CRM
|
13F-HR |
2/12/2020, 12:00 PM |
Q3 2019 |
79 |
$621M |
+$175M |
-$30.4M |
+$144M |
DNLI, ARE, AMH, AAT, HPP
|
13F-HR |
11/13/2019, 03:24 PM |
Q2 2019 |
82 |
$743M |
+$339M |
|
+$339M |
DNLI, VICI, CPT, HST, AMH
|
13F-HR |
8/13/2019, 04:04 PM |
Q1 2019 |
3 |
$461M |
+$9.18M |
|
+$9.18M |
DNLI, GLD, MDB
|
13F-HR |
5/15/2019, 02:56 PM |
Q4 2018 |
91 |
$661M |
+$129M |
-$64.6M |
+$64.4M |
DNLI, KRC, AMH, PGRE, ROIC
|
13F-HR |
2/14/2019, 09:47 AM |
Q3 2018 |
139 |
$1.08B |
+$439M |
-$56.1M |
+$383M |
DNLI, AQST, RHT, PGRE, GRA
|
13F-HR |
11/14/2018, 04:21 PM |
Q2 2018 |
228 |
$952M |
+$425M |
-$33.7M |
+$391M |
DNLI, ATH, AMG, INFO, JEF
|
13F-HR |
8/14/2018, 11:26 AM |
Q1 2018 |
210 |
$804M |
+$251M |
-$49.3M |
+$202M |
DNLI, V, AIZ, PFG, ORI
|
13F-HR |
5/15/2018, 11:56 AM |
Q4 2017 |
157 |
$976M |
+$553M |
-$98.5M |
+$455M |
JUNO, DNLI, V, VOYA, NTRS
|
13F-HR |
2/14/2018, 05:14 PM |
Q3 2017 |
120 |
$719M |
+$207M |
-$383M |
-$176M |
JUNO, FNB, TRV, SHW, WTW
|
13F-HR |
11/14/2017, 03:45 PM |
Q2 2017 |
128 |
$746M |
+$155M |
-$24.5M |
+$130M |
JUNO, RF, CE, MON, HON
|
13F-HR |
8/14/2017, 01:46 PM |
Q1 2017 |
110 |
$545M |
+$114M |
-$4.84M |
+$110M |
JUNO, FNB, FDX, DOV, AGU
|
13F-HR |
5/12/2017, 04:03 PM |
Q4 2016 |
82 |
$401M |
+$48.5M |
-$16.5M |
+$32M |
JUNO, FNB, PACW, ZBH, BXSXXXX
|
13F-HR |
2/14/2017, 02:03 PM |
Q3 2016 |
205 |
$788M |
+$267M |
|
+$267M |
JUNO, NEBLQ, RES, HAL, RDC
|
13F-HR |
11/14/2016, 03:10 PM |
Q2 2016 |
1 |
$667M |
|
|
|
JUNO
|
13F-HR |
8/12/2016, 04:01 PM |
Q1 2016 |
1 |
$654M |
|
-$324M |
-$324M |
JUNO
|
13F-HR |
5/13/2016, 04:16 PM |
Q4 2015 |
1 |
$1.13B |
|
|
|
JUNO
|
13F-HR |
2/12/2016, 03:38 PM |
Q3 2015 |
1 |
$1.06B |
|
-$1.63M |
-$1.63M |
JUNO
|
13F-HR |
11/12/2015, 07:58 AM |
Q2 2015 |
1 |
$1.39B |
|
-$58.4M |
-$58.4M |
JUNO
|
13F-HR |
7/17/2015, 11:55 AM |
Q1 2015 |
1 |
$1.64B |
|
|
|
JUNO
|
13F-HR |
7/14/2015, 04:50 PM |
Q4 2014 |
1 |
$1.41B |
|
|
|
JUNO
|
13F-HR |
7/14/2015, 04:45 PM |
Q1 2014 |
|
|
|
|
|
|
13F-NT |
5/15/2014, 03:22 PM |
Q4 2013 |
|
|
|
|
|
|
13F-NT |
2/14/2014, 02:55 PM |