Q1 2025 |
39 |
$448M |
+$50.4M |
-$71.1M |
-$20.7M |
IEF, CMF, ABBV, MA, ADP
|
13F-HR |
4/16/2025, 05:38 PM |
Q4 2024 |
39 |
$471M |
+$27.9M |
-$22.5M |
+$5.31M |
IEF, TSM, CMF, PH, ORCL
|
13F-HR |
1/15/2025, 04:25 PM |
Q3 2024 |
39 |
$492M |
+$17M |
-$26.6M |
-$9.57M |
IEF, CMF, CARR, ORCL, SHW
|
13F-HR |
10/17/2024, 06:31 PM |
Q2 2024 |
39 |
$458M |
+$33.5M |
-$43.8M |
-$10.3M |
IEF, CMF, TSM, LLY, INTU
|
13F-HR |
8/6/2024, 05:19 PM |
Q1 2024 |
40 |
$472M |
+$31M |
-$62.3M |
-$31.2M |
IEF, CMF, LLY, SHW, INTU
|
13F-HR |
4/18/2024, 03:09 PM |
Q4 2023 |
65 |
$477M |
+$93.3M |
-$171M |
-$77.9M |
IEF, CMF, INTU, PH, SHW
|
13F-HR |
1/25/2024, 02:38 PM |
Q3 2023 |
63 |
$503M |
+$3.27M |
-$20.5M |
-$17.2M |
SHV, SUB, LLY, PH, CARR
|
13F-HR |
10/12/2023, 03:40 PM |
Q2 2023 |
65 |
$533M |
+$28.8M |
-$15M |
+$13.8M |
SHV, SUB, DHI, PH, SHW
|
13F-HR |
7/26/2023, 04:57 PM |
Q1 2023 |
66 |
$520M |
+$22.1M |
-$554K |
+$21.6M |
SHV, SUB, CDW, ABBV, DHI
|
13F-HR |
4/19/2023, 01:33 PM |
Q4 2022 |
65 |
$489M |
+$40.1M |
-$40.9M |
-$754K |
SHV, SUB, ABBV, LLY, UNH
|
13F-HR |
2/13/2023, 04:19 PM |
Q3 2022 |
63 |
$479M |
+$20.6M |
-$25.6M |
-$4.94M |
SHV, SUB, UNH, ADP, LLY
|
13F-HR |
10/13/2022, 01:16 PM |
Q2 2022 |
65 |
$524M |
+$102M |
-$19M |
+$82.9M |
UNH, ABBV, SHV, SUB, LLY
|
13F-HR |
7/7/2022, 03:01 PM |
Q1 2022 |
71 |
$588M |
+$7.63M |
-$81.2M |
-$73.6M |
ABBV, UNH, BND, ACN, ADP
|
13F-HR |
4/13/2022, 03:51 PM |
Q4 2021 |
51 |
$453M |
|
|
|
BND, A, CDW, CARR, SPGI
|
13F-HR |
1/10/2022, 05:25 PM |
Q3 2021 |
66 |
$658M |
+$83.5M |
-$10.4M |
+$73M |
ACN, BND, A, CDW, ZTS
|
13F-HR |
10/12/2021, 03:24 PM |
Q2 2021 |
52 |
$581M |
+$47.3M |
-$119M |
-$71.6M |
ACN, NKE, CDW, A, ZTS
|
13F-HR |
7/21/2021, 01:01 PM |
Q1 2021 |
68 |
$634M |
+$72.3M |
-$76M |
-$3.63M |
BND, ACN, TXN, CDW, LOW
|
13F-HR |
4/16/2021, 03:29 PM |
Q4 2020 |
59 |
$617M |
+$5M |
-$16.3M |
-$11.4M |
NKE, BND, ACN, SHW, ABBV
|
13F-HR |
1/6/2021, 03:34 PM |
Q3 2020 |
54 |
$590M |
+$33.3M |
-$7.96M |
+$25.3M |
BND, LOW, NKE, SHW, ZTS
|
13F-HR |
10/23/2020, 01:09 PM |
Q2 2020 |
53 |
$538M |
+$86.2M |
-$18M |
+$68.3M |
ABBV, FDS, LOW, ACN, SPGI
|
13F-HR |
7/13/2020, 07:21 PM |
Q1 2020 |
54 |
$458M |
+$44.1M |
-$9.43M |
+$34.7M |
FDS, ABBV, HRL, ZTS, UNH
|
13F-HR |
4/21/2020, 03:25 PM |
Q4 2019 |
60 |
$570M |
+$37.6M |
-$6.15M |
+$31.4M |
CDW, SHW, EL, MA, ACN
|
13F-HR |
1/24/2020, 05:13 PM |
Q3 2019 |
57 |
$520M |
+$14.4M |
-$2.16M |
+$12.2M |
SHW, ZTS, EL, MA, CDW
|
13F-HR |
10/15/2019, 07:13 AM |
Q2 2019 |
55 |
$489M |
+$40.4M |
-$16.3M |
+$24.1M |
FDS, ZTS, MA, EL, SBUX
|
13F-HR |
7/23/2019, 12:15 PM |
Q1 2019 |
42 |
$476M |
+$24.9M |
-$2.79M |
+$22.1M |
FDS, EL, ACN, SBUX, TJX
|
13F-HR |
4/25/2019, 02:32 PM |
Q4 2018 |
39 |
$405M |
+$37.2M |
-$5.9M |
+$31.3M |
HRL, UNH, SBUX, NKE, MA
|
13F-HR |
2/13/2019, 02:45 PM |
Q3 2018 |
45 |
$453M |
+$39.6M |
-$7.81M |
+$31.8M |
TJX, MA, NKE, SHW, UNH
|
13F-HR |
11/14/2018, 03:47 PM |
Q2 2018 |
42 |
$423M |
+$25.2M |
-$5.72M |
+$19.5M |
NKE, MA, ACN, TJX, UNH
|
13F-HR |
8/14/2018, 01:20 PM |
Q1 2018 |
44 |
$402M |
+$57.4M |
-$23.9M |
+$33.4M |
EL, MA, ACN, SHW, NKE
|
13F-HR |
4/16/2018, 02:02 PM |
Q4 2017 |
41 |
$404M |
+$3.62M |
-$13.8M |
-$10.2M |
ACN, SHW, MA, EL, UNH
|
13F-HR |
1/4/2018, 01:42 PM |
Q3 2017 |
36 |
$390M |
+$37.4M |
-$1.31M |
+$36.1M |
MA, CMI, CNI, ACN, SHW
|
13F-HR |
10/12/2017, 01:42 PM |
Q2 2017 |
36 |
$359M |
+$8.77M |
-$5.41M |
+$3.36M |
UNH, CNI, CMI, SHW, MA
|
13F-HR |
7/24/2017, 07:35 PM |
Q1 2017 |
36 |
$342M |
+$30.6M |
-$2.62M |
+$27.9M |
TTC, UNH, CMI, CNI, ACN
|
13F-HR |
4/21/2017, 12:48 PM |
Q4 2016 |
39 |
$325M |
+$7.42M |
-$2.38M |
+$5.04M |
UNH, TTC, CMI, ACN, CNI
|
13F-HR |
1/20/2017, 12:37 PM |
Q3 2016 |
37 |
$321M |
+$31.7M |
-$12.5M |
+$19.1M |
ACN, MDTXXXX, UNH, CMI, TJX
|
13F-HR |
10/27/2016, 12:44 PM |
Q2 2016 |
37 |
$333M |
+$28.4M |
-$18.3M |
+$10.1M |
MDTXXXX, UNH, FDS, TJX, ACN
|
13F-HR |
7/27/2016, 03:47 PM |
Q1 2016 |
35 |
$338M |
+$40.9M |
-$6.56M |
+$34.3M |
HRL, UNH, ACN, NKE, TJX
|
13F-HR |
4/26/2016, 01:30 PM |
Q4 2015 |
35 |
$314M |
+$25.2M |
-$549K |
+$24.6M |
HRL, NKE, NVO, UNH, ACN
|
13F-HR |
1/15/2016, 02:51 PM |
Q3 2015 |
36 |
$296M |
+$15.1M |
-$934K |
+$14.2M |
NKE, HRL, UNH, NVO, FDS
|
13F-HR |
10/21/2015, 01:56 PM |
Q2 2015 |
37 |
$308M |
+$32.6M |
-$569K |
+$32.1M |
UNH, NKE, NVO, FDS, WBA
|
13F-HR |
7/15/2015, 04:02 PM |
Q1 2015 |
37 |
$295M |
+$18.6M |
-$4.32M |
+$14.2M |
UNH, WBA, NVO, FDS, MDTXXXX
|
13F-HR |
4/29/2015, 12:42 PM |
Q4 2014 |
35 |
$286M |
+$30.3M |
-$110K |
+$30.2M |
NKE, UNH, FDS, WBA, MDTXXXX
|
13F-HR |
1/21/2015, 12:28 PM |
Q3 2014 |
38 |
$278M |
+$25.3M |
-$1.25M |
+$24.1M |
CNI, NKE, NVO, HRL, FDS
|
13F-HR |
10/23/2014, 04:40 PM |
Q2 2014 |
36 |
$266M |
+$32.4M |
-$2.45M |
+$30M |
WAG, CNI, NVO, MDTXXXX, HRL
|
13F-HR |
7/31/2014, 04:49 PM |
Q1 2014 |
37 |
$261M |
+$37.3M |
-$6.84K |
+$37.3M |
NVO, WAG, XLNX, HRL, MDTXXXX
|
13F-HR |
4/29/2014, 02:44 PM |
Q4 2013 |
37 |
$233M |
|
|
|
TJX, NKE, WAG, HRL, CNI
|
13F-HR |
1/30/2014, 02:00 PM |