Q3 2022 |
269 |
$87.2M |
+$65.9M |
-$14.5M |
+$51.4M |
PGR, INTC, WM, CMCSA, MCD
|
13F-HR |
10/21/2022, 03:21 PM |
Q2 2022 |
253 |
$74.8M |
+$47.7M |
-$9.27M |
+$38.5M |
CSCO, BMY, ALGN, HON, NFLX
|
13F-HR |
7/8/2022, 10:53 AM |
Q1 2022 |
262 |
$74.5M |
+$53M |
-$15.4M |
+$37.6M |
ZTS, GILD, CTXS, HD, SHOP
|
13F-HR |
4/12/2022, 03:50 PM |
Q4 2021 |
279 |
$88.1M |
+$63M |
-$14.6M |
+$48.3M |
ILMN, ORCL, PARA, DE, FIS
|
13F-HR |
1/18/2022, 11:34 AM |
Q3 2021 |
285 |
$87.5M |
+$68.1M |
-$68.3M |
-$133K |
JCI, ETN, INTU, CHTR, SNPS
|
13F-HR |
10/18/2021, 11:26 AM |
Q2 2021 |
317 |
$89.9M |
+$67.6M |
-$58.7M |
+$8.91M |
LUV, FI, GPN, LVS, KSU
|
13F-HR |
7/16/2021, 12:54 PM |
Q1 2021 |
268 |
$79.3M |
+$60.9M |
-$59.7M |
+$1.21M |
PANW, MGM, IWM, CMCSA, TWTR
|
13F-HR |
4/9/2021, 09:01 AM |
Q4 2020 |
321 |
$76.4M |
+$54.9M |
-$20.3M |
+$34.6M |
FDX, LMT, REGN, OKTA, SHOP
|
13F-HR |
1/11/2021, 11:47 AM |
Q3 2020 |
455 |
$62.7M |
+$45.4M |
-$50.1M |
-$4.69M |
GILD, SPY, VAR, LLY, CCL
|
13F-HR |
10/23/2020, 10:21 AM |
Q2 2020 |
408 |
$74.5M |
+$53.5M |
-$33.4M |
+$20.1M |
SPY, NEM, BMY, WMT, NFLX
|
13F-HR |
7/13/2020, 12:04 PM |
Q1 2020 |
200 |
$45.8M |
+$29.5M |
-$21.4M |
+$8.1M |
SPY, COST, WMT, TGT, TMO
|
13F-HR |
4/14/2020, 04:15 PM |
Q4 2019 |
414 |
$102M |
+$56.2M |
-$58M |
-$1.82M |
SCHW, GOOG, DIS, AFL, PSX
|
13F-HR |
1/31/2020, 01:25 PM |
Q3 2019 |
417 |
$100M |
+$58.2M |
-$48.6M |
+$9.58M |
SPGI, KO, AMGN, LOW, SBUX
|
13F-HR |
10/15/2019, 10:14 AM |
Q2 2019 |
422 |
$95M |
+$59.6M |
-$51.3M |
+$8.35M |
LINXXXX, APC, CME, DG, DIS
|
13F-HR |
7/18/2019, 03:00 PM |
Q1 2019 |
393 |
$84.2M |
+$57.5M |
-$31.2M |
+$26.3M |
WMT, PGR, GD, BRKB, CME
|
13F-HR |
4/11/2019, 12:57 PM |
Q4 2018 |
359 |
$57.8M |
+$41.6M |
-$28.7M |
+$12.9M |
STZ, FOXA, BKNG, KO, AZO
|
13F-HR |
1/22/2019, 02:00 PM |
Q3 2018 |
367 |
$66.3M |
+$32.6M |
-$40.8M |
-$8.27M |
NVDA, NSC, HD, M, QCOM
|
13F-HR |
10/23/2018, 03:58 PM |
Q2 2018 |
320 |
$76.6M |
+$56.3M |
-$25.4M |
+$30.9M |
VLO, M, ISRG, ADBE, KSS
|
13F-HR |
8/1/2018, 03:28 PM |
Q1 2018 |
224 |
$62.1M |
+$38.8M |
-$24.1M |
+$14.7M |
ELV, MON, LB, HON, CB
|
13F-HR |
5/2/2018, 04:22 PM |
Q4 2017 |
326 |
$84.5M |
|
|
|
LVS, MON, LLY, BK, KHC
|
13F-HR |
2/7/2018, 03:09 PM |
Q3 2014 |
255 |
$34.6M |
+$23.6M |
-$12.1M |
+$11.6M |
DD, MDLZ, FCX, MGM, HPQXXXX
|
13F-HR |
10/14/2014, 11:21 AM |
Q2 2014 |
297 |
$38.5M |
+$24.6M |
-$14.5M |
+$10.1M |
BRCM, TJX, CVX, GD, ADBE
|
13F-HR |
7/14/2014, 11:28 AM |
Q1 2014 |
277 |
$33.6M |
+$21.2M |
-$72.1M |
-$50.9M |
MU, MYLXXXX, LLY, VODXXXX, ATVI
|
13F-HR |
4/11/2014, 02:47 PM |
Q4 2013 |
291 |
$112M |
|
|
|
FOXA, SLB, TWX, DLTR, EXC
|
13F-HR |
1/16/2014, 09:38 AM |