Q4 2024 |
146 |
$191M |
+$78.2M |
-$116M |
-$37.9M |
PGR, NVDA, MSFT, SPG, JPM
|
13F-HR |
2/13/2025, 10:40 AM |
Q3 2024 |
161 |
$237M |
+$66.6M |
-$76.5M |
-$9.94M |
AVGO, MSFT, LLY, COST, META
|
13F-HR |
11/14/2024, 11:10 AM |
Q2 2024 |
173 |
$220M |
+$53.2M |
-$83.7M |
-$30.4M |
LLY, NVDA, MSFT, COST, JPM
|
13F-HR |
8/9/2024, 02:24 PM |
Q1 2024 |
149 |
$262M |
+$67.4M |
-$75.6M |
-$8.2M |
LLY, NVDA, MSFT, AVGO, JPM
|
13F-HR |
5/8/2024, 10:47 AM |
Q4 2023 |
150 |
$236M |
+$89.2M |
-$94.2M |
-$4.95M |
MSFT, NVDA, AVGO, LLY, JPM
|
13F-HR |
2/14/2024, 05:26 PM |
Q3 2023 |
123 |
$216M |
+$67M |
-$92.6M |
-$25.7M |
NVDA, MSFT, LLY, AVGO, JPM
|
13F-HR |
11/8/2023, 12:36 PM |
Q2 2023 |
102 |
$235M |
+$83.3M |
-$25.6M |
+$57.8M |
NVDA, ORCL, MSFT, AVGO, LLY
|
13F-HR |
8/11/2023, 03:04 PM |
Q1 2023 |
80 |
$199M |
+$127M |
-$45.1M |
+$81.5M |
NVDA, ORCL, MSFT, AVGO, PGR
|
13F-HR |
5/11/2023, 02:33 PM |
Q4 2022 |
122 |
$339M |
+$210M |
-$46.4M |
+$163M |
LMT, LLY, CPXXXX, TRIXXXX, MRK
|
13F-HR |
2/13/2023, 08:42 AM |
Q3 2022 |
54 |
$144M |
+$83.1M |
-$5.43M |
+$77.6M |
UNH, NOC, LLY, TMUS, PGR
|
13F-HR |
11/14/2022, 04:18 PM |
Q2 2022 |
51 |
$145M |
+$93.1M |
-$34.3M |
+$58.8M |
T, CVE, JNJ, MRK, LLY
|
13F-HR |
8/15/2022, 08:53 AM |
Q1 2022 |
84 |
$193M |
+$115M |
-$83.9M |
+$31.2M |
LMT, AA, COST, CF, GD
|
13F-HR |
5/13/2022, 11:11 AM |
Q4 2021 |
96 |
$287M |
+$139M |
-$52.9M |
+$86.6M |
AAPL, MSFT, NEE, AVGO, ABT
|
13F-HR |
2/14/2022, 09:22 AM |
Q3 2021 |
126 |
$510M |
+$153M |
-$118M |
+$34.9M |
BMO, RY, BCE, TRIXXXX, TU
|
13F-HR |
11/12/2021, 01:28 PM |
Q2 2021 |
127 |
$515M |
+$189M |
-$289M |
-$99.6M |
BMO, RY, CM, BAMXXXX, TD
|
13F-HR |
8/13/2021, 11:51 AM |
Q1 2021 |
159 |
$593M |
+$207M |
-$186M |
+$21.6M |
BMO, CM, SLF, RY, TD
|
13F-HR |
5/10/2021, 02:01 PM |
Q4 2020 |
121 |
$313M |
+$177M |
-$88.5M |
+$88.2M |
FCX, AAPL, IDXX, DE, QCOM
|
13F-HR |
2/9/2021, 03:23 PM |
Q3 2020 |
95 |
$309M |
+$153M |
-$110M |
+$43.4M |
SPGI, AAPL, MSFT, COST, QCOM
|
13F-HR |
11/12/2020, 11:52 AM |
Q2 2020 |
96 |
$365M |
+$253M |
-$49.6M |
+$203M |
MSFT, AAPL, SPGI, NVDA, BLK
|
13F-HR |
8/12/2020, 11:21 AM |
Q1 2020 |
74 |
$212M |
+$108M |
-$71.8M |
+$35.9M |
MSFT, COST, SPY, AMT, QQQ
|
13F-HR |
5/13/2020, 12:44 PM |
Q4 2019 |
106 |
$402M |
+$211M |
-$243M |
-$32.5M |
AAPL, T, BAC, JPM, MSFT
|
13F-HR |
2/10/2020, 10:28 AM |
Q3 2019 |
103 |
$527M |
+$244M |
-$102M |
+$142M |
TD, SPGI, MSFT, DIS, AMT
|
13F-HR |
11/12/2019, 09:39 AM |
Q2 2019 |
123 |
$769M |
+$314M |
-$95.8M |
+$218M |
WCN, V, RY, TRP, PBA
|
13F-HR |
8/13/2019, 10:35 AM |
Q1 2019 |
112 |
$514M |
+$319M |
-$102M |
+$217M |
V, FI, AMT, NEE, SBUX
|
13F-HR |
4/18/2019, 11:33 AM |
Q4 2018 |
101 |
$491M |
+$253M |
-$199M |
+$54.1M |
SPY, LLY, VZ, ENB, BSX
|
13F-HR |
2/12/2019, 10:24 AM |
Q3 2018 |
142 |
$1.29B |
+$560M |
-$224M |
+$336M |
V, MSFT, BMO, AMZN, UNH
|
13F-HR |
10/5/2018, 09:57 AM |
Q2 2018 |
132 |
$1.2B |
+$650M |
-$189M |
+$461M |
V, MSFT, SU, ERF, MSCI
|
13F-HR |
8/13/2018, 04:14 PM |
Q1 2018 |
130 |
$1.18B |
+$607M |
-$68M |
+$539M |
V, RTN, MSFT, TD, NOC
|
13F-HR |
5/14/2018, 05:43 PM |
Q4 2017 |
138 |
$1.11B |
+$392M |
-$184M |
+$208M |
BAC, MSFT, V, CAT, MS
|
13F-HR |
2/12/2018, 03:59 PM |
Q3 2017 |
149 |
$1.03B |
+$476M |
-$171M |
+$305M |
RTN, C, MSFT, V, LMT
|
13F-HR |
10/19/2017, 12:13 PM |
Q2 2017 |
144 |
$984M |
+$376M |
-$310M |
+$66.1M |
AQN, C, RTN, MSFT, V
|
13F-HR |
7/21/2017, 01:34 PM |
Q1 2017 |
141 |
$1.15B |
+$527M |
-$37M |
+$490M |
BAC, RTN, JPM, CM, MSFT
|
13F-HR |
4/19/2017, 11:54 AM |
Q4 2016 |
123 |
$893M |
+$474M |
-$123M |
+$351M |
BAC, TD, RY, JPM, RTN
|
13F-HR |
1/17/2017, 08:51 AM |
Q3 2016 |
130 |
$899M |
+$434M |
-$203M |
+$231M |
TXN, PBA, RTN, MDT, JPM
|
13F-HR |
11/9/2016, 11:00 AM |
Q2 2016 |
135 |
$1.01B |
+$355M |
-$210M |
+$146M |
FNV, AWK, NOC, EQIX, TRPXXXX
|
13F-HR |
7/15/2016, 04:12 PM |
Q1 2016 |
143 |
$1.02B |
+$598M |
-$190M |
+$408M |
FNV, MAT, NOC, GEXXXX, AWK
|
13F-HR |
5/9/2016, 02:31 PM |
Q4 2015 |
97 |
$873M |
+$468M |
-$91.7M |
+$376M |
HD, SBUX, GEXXXX, MSFT, NOC
|
13F-HR |
2/11/2016, 03:08 PM |
Q3 2015 |
98 |
$659M |
+$408M |
-$180M |
+$228M |
SBUX, HD, CPB, MLM, NOC
|
13F-HR |
10/30/2015, 01:49 PM |
Q2 2015 |
153 |
$1.23B |
+$519M |
-$207M |
+$313M |
GEXXXX, AIG, JPM, C, MFC
|
13F-HR |
7/22/2015, 10:15 AM |
Q1 2015 |
109 |
$857M |
+$440M |
-$96.3M |
+$343M |
LMT, AAPL, HD, WFC, LOW
|
13F-HR |
4/30/2015, 10:03 AM |
Q4 2014 |
128 |
$1.14B |
+$544M |
-$147M |
+$397M |
MGA, SLF, BAMXXXX, WFC, MFC
|
13F-HR |
2/12/2015, 01:30 PM |
Q3 2014 |
125 |
$1.25B |
+$995M |
-$16.6M |
+$979M |
CNI, PBA, SLF, RY, MGA
|
13F-HR |
11/12/2014, 08:32 AM |
Q2 2014 |
96 |
$527M |
+$287M |
-$70.5M |
+$217M |
WMB, WFC, SE, LYB, MO
|
13F-HR |
7/14/2014, 03:25 PM |
Q1 2014 |
95 |
$458M |
+$332M |
-$41M |
+$291M |
WFC, MRK, FITB, AMGN, ORCL
|
Restatement |
4/30/2014, 02:20 PM |
Q4 2013 |
81 |
$395M |
|
|
|
GEXXXX, FITB, BA, AAPL, MU
|
Restatement |
4/30/2014, 02:18 PM |