Q2 2020 |
200 |
$1.32B |
+$85M |
-$48.4M |
+$36.6M |
SPY, AAPL, XLK, MSFT, AMZN
|
13F-HR |
8/12/2020, 05:56 PM |
Q1 2020 |
177 |
$1.11B |
+$176M |
-$87M |
+$89.3M |
SPY, AAPL, MSFT, XLK, WMT
|
13F-HR |
5/8/2020, 05:58 PM |
Q4 2019 |
201 |
$1.29B |
+$70.8M |
-$89.4M |
-$18.6M |
SPY, AAPL, MSFT, BRKB, GOOG
|
13F-HR |
2/13/2020, 01:26 PM |
Q3 2019 |
199 |
$1.23B |
+$126M |
-$17.6M |
+$109M |
SPY, AAPL, MSFT, WMT, BRKB
|
13F-HR |
11/13/2019, 09:28 AM |
Q2 2019 |
180 |
$1.11B |
+$74.1M |
-$60.9M |
+$13.2M |
SPY, AAPL, MSFT, BRKB, WMT
|
13F-HR |
8/13/2019, 05:14 PM |
Q1 2019 |
175 |
$1.07B |
+$96.7M |
-$72.8M |
+$23.8M |
SPY, AAPL, XLK, MSFT, BRKB
|
13F-HR |
5/14/2019, 07:27 PM |
Q4 2018 |
175 |
$944M |
+$148M |
-$32.3M |
+$116M |
SPY, BRKB, AAPL, MSFT, GOOG
|
13F-HR |
2/6/2019, 06:36 PM |
Q3 2018 |
194 |
$959M |
+$101M |
-$34.2M |
+$67M |
SPY, AAPL, BRKB, MSFT, GOOG
|
13F-HR |
11/13/2018, 01:55 PM |
Q2 2018 |
194 |
$849M |
+$146M |
-$41.9M |
+$104M |
SPY, AAPL, MSFT, GOOG, XOM
|
13F-HR |
8/13/2018, 08:09 PM |
Q1 2018 |
174 |
$751M |
+$127M |
-$87M |
+$39.8M |
SPY, AAPL, BRKB, MSFT, GOOG
|
13F-HR |
5/14/2018, 06:36 PM |
Q4 2017 |
162 |
$743M |
+$70.4M |
-$38.5M |
+$31.9M |
SPY, AAPL, BRKB, JNJ, GOOG
|
13F-HR |
2/13/2018, 06:16 PM |
Q3 2017 |
148 |
$669M |
+$101M |
-$23.9M |
+$77.1M |
SPY, AAPL, JNJ, BRKB, MSFT
|
13F-HR |
11/9/2017, 06:30 PM |
Q2 2017 |
148 |
$605M |
+$80.7M |
-$20.7M |
+$60M |
SPY, JNJ, AAPL, XOM, GOOG
|
13F-HR |
8/14/2017, 11:51 AM |
Q1 2017 |
149 |
$537M |
+$102M |
-$37.6M |
+$63.9M |
SPY, AAPL, JNJ, MSFT, XOM
|
13F-HR |
5/10/2017, 07:15 PM |
Q4 2016 |
159 |
$464M |
+$56.5M |
-$27.8M |
+$28.7M |
SPY, AAPL, BRKB, XOM, MSFT
|
13F-HR |
2/13/2017, 07:08 PM |
Q3 2016 |
162 |
$429M |
+$31.3M |
-$28.4M |
+$2.82M |
SPY, AAPL, XOM, JNJ, BRKB
|
13F-HR |
11/14/2016, 11:00 AM |
Q2 2016 |
159 |
$412M |
+$45.9M |
-$9.56M |
+$36.4M |
SPY, BRKB, XOM, AAPL, JNJ
|
13F-HR |
8/5/2016, 03:37 PM |
Q1 2016 |
147 |
$375M |
+$72.8M |
-$9.88M |
+$62.9M |
SPY, BRKB, AAPL, JNJ, XOM
|
13F-HR |
5/16/2016, 02:13 PM |
Q4 2015 |
146 |
$315M |
+$37M |
-$16.4M |
+$20.5M |
SPY, PEP, XOM, JNJ, BRKB
|
13F-HR |
2/16/2016, 04:54 PM |
Q3 2015 |
151 |
$281M |
+$32.2M |
-$40.6M |
-$8.34M |
SPY, PEP, MSFT, XOM, JNJ
|
13F-HR |
11/13/2015, 03:34 PM |
Q2 2015 |
155 |
$324M |
+$41.6M |
-$6.93M |
+$34.7M |
SPY, BRKB, XOM, PEP, JNJ
|
Restatement |
11/13/2015, 01:38 PM |
Q1 2015 |
140 |
$293M |
+$38.2M |
-$15.4M |
+$22.8M |
SPY, PEP, BRKB, SO, BA
|
Restatement |
11/12/2015, 06:57 PM |
Q4 2014 |
133 |
$273M |
+$30.3M |
-$23M |
+$7.37M |
SPY, BRKB, PEP, KO, SO
|
13F-HR |
2/13/2015, 10:20 AM |
Q3 2014 |
137 |
$267M |
+$18.7M |
-$77.2M |
-$58.4M |
SPY, PEP, INTC, BRKB, KO
|
13F-HR |
11/13/2014, 09:34 AM |
Q2 2014 |
130 |
$329M |
+$108M |
-$13.3M |
+$94.3M |
SPY, AAPL, INTC, PEP, KO
|
13F-HR |
8/14/2014, 03:10 PM |
Q1 2014 |
101 |
$231M |
+$30.8M |
-$35.9M |
-$5.1M |
SPY, PEP, INTC, AAPL, XOM
|
13F-HR |
5/14/2014, 07:50 PM |
Q4 2013 |
95 |
$237M |
|
|
|
SPY, PEP, VTI, INTC, MSFT
|
13F-HR |
2/14/2014, 05:19 PM |