Q1 2025 |
85 |
$120M |
+$5.18M |
-$9.42M |
-$4.24M |
TSM, EPD, PRIM, KMI, APD
|
13F-HR |
4/11/2025, 10:20 AM |
Q4 2024 |
88 |
$123M |
+$7.34M |
-$8.01M |
-$673K |
TSM, PRIM, EPD, KMI, APD
|
13F-HR |
1/10/2025, 10:55 AM |
Q3 2024 |
85 |
$125M |
+$6.86M |
-$8.46M |
-$1.6M |
TSM, PRIM, EPD, APD, PAGP
|
13F-HR |
10/9/2024, 10:43 AM |
Q2 2024 |
83 |
$120M |
+$7.11M |
-$5.03M |
+$2.08M |
TSM, PRIM, EPD, MRK, PAGPXXXX
|
13F-HR |
7/12/2024, 09:50 AM |
Q1 2024 |
74 |
$115M |
+$7.79M |
-$5.83M |
+$1.96M |
TSM, PRIM, EPD, MRK, PAGPXXXX
|
13F-HR |
4/12/2024, 10:23 AM |
Q4 2023 |
70 |
$105M |
+$6.76M |
-$4.03M |
+$2.72M |
EPD, TSM, PRIM, MRK, NEP
|
13F-HR |
1/18/2024, 10:33 AM |
Q3 2023 |
68 |
$95.8M |
+$5.42M |
-$2.98M |
+$2.45M |
EPD, PRIM, PAGPXXXX, MRK, TSM
|
13F-HR |
10/13/2023, 10:14 AM |
Q2 2023 |
69 |
$103M |
+$6.01M |
-$11.3M |
-$5.33M |
NEP, MRK, EPD, PRIM, TSM
|
13F-HR |
7/13/2023, 10:05 AM |
Q1 2023 |
66 |
$110M |
+$1.86M |
-$5.11M |
-$3.25M |
NEP, MRK, EPD, TSM, QCOM
|
13F-HR |
4/12/2023, 06:10 PM |
Q4 2022 |
69 |
$115M |
+$2.78M |
-$2.52M |
+$256K |
NEP, MRK, EPD, ABT, RWM
|
13F-HR |
1/12/2023, 09:45 AM |
Q3 2022 |
69 |
$111M |
+$19.2M |
-$4.46M |
+$14.7M |
NEP, MRK, EPD, RWM, ABT
|
13F-HR |
10/13/2022, 10:32 AM |
Q2 2022 |
73 |
$120M |
+$6.1M |
-$9.38M |
-$3.29M |
NEP, MRK, EPD, ABT, QCOM
|
13F-HR |
7/15/2022, 09:32 AM |
Q1 2022 |
87 |
$151M |
+$10.5M |
-$6.92M |
+$3.63M |
NEP, EPD, SPDN, MRK, QCOM
|
13F-HR |
4/12/2022, 09:51 AM |
Q4 2021 |
91 |
$160M |
+$5.66M |
-$7.71M |
-$2.05M |
NEP, QCOM, ABT, MSFT, EPD
|
13F-HR |
1/19/2022, 10:03 AM |
Q3 2021 |
92 |
$154M |
+$7.15M |
-$7.41M |
-$259K |
NEP, ABT, EPD, MS, MDT
|
13F-HR |
10/13/2021, 09:42 AM |
Q2 2021 |
94 |
$158M |
+$9.56M |
-$5.2M |
+$4.36M |
NEP, EPD, ABT, MDT, QCOM
|
13F-HR |
7/29/2021, 11:19 AM |
Q1 2021 |
89 |
$148M |
+$15.2M |
-$15.5M |
-$278K |
NEP, ABT, EPD, MDT, TSM
|
13F-HR |
4/15/2021, 11:41 AM |
Q4 2020 |
80 |
$141M |
+$9.24M |
-$3.41M |
+$5.83M |
NEP, ASA, ABT, QCOM, ABYXXXX
|
13F-HR |
1/15/2021, 11:21 AM |
Q3 2020 |
79 |
$125M |
+$19.6M |
-$3.01M |
+$16.6M |
NEP, ABT, ASA, MDT, MRK
|
13F-HR |
11/2/2020, 10:55 AM |
Q2 2020 |
77 |
$113M |
+$16.2M |
-$11.6M |
+$4.64M |
NEP, ABT, MSFT, EPD, MDT
|
13F-HR |
7/15/2020, 10:03 AM |
Q1 2020 |
74 |
$92.5M |
+$12.7M |
-$2.7M |
+$10M |
NEP, PEP, ABT, MDT, D
|
13F-HR |
4/22/2020, 11:12 AM |
Q4 2019 |
87 |
$122M |
+$8.57M |
-$3.94M |
+$4.63M |
NEP, PEP, CFG, ABT, KO
|
13F-HR |
2/4/2020, 02:39 PM |
Q3 2019 |
85 |
$116M |
+$4.13M |
-$3.85M |
+$275K |
NEP, PEP, ABT, KO, CFG
|
13F-HR |
10/24/2019, 12:08 PM |
Q2 2019 |
85 |
$116M |
+$6.11M |
-$5.29M |
+$820K |
NEP, PEP, ABT, CFG, KO
|
13F-HR |
7/17/2019, 05:21 PM |
Q1 2019 |
81 |
$113M |
+$10.4M |
-$1.72M |
+$8.72M |
NEP, IGSB, PEP, JNJ, D
|
13F-HR |
4/24/2019, 01:07 PM |
Q4 2018 |
85 |
$101M |
+$7.06M |
-$6.15M |
+$911K |
NEP, IGSB, PEP, JNJ, KO
|
13F-HR |
2/5/2019, 04:14 PM |
Q3 2018 |
85 |
$118M |
+$7.97M |
-$9.83M |
-$1.85M |
NEP, JNJ, DM, CFG, IGSB
|
13F-HR |
10/23/2018, 05:11 PM |
Q2 2018 |
87 |
$121M |
+$6.83M |
-$1.42M |
+$5.41M |
NEP, JNJ, CFG, PEP, IGSB
|
13F-HR |
7/19/2018, 11:17 AM |
Q1 2018 |
89 |
$116M |
+$7.62M |
-$1.44M |
+$6.18M |
NEP, CFG, JNJ, PEP, IGSB
|
13F-HR |
4/25/2018, 01:11 PM |
Q4 2017 |
88 |
$122M |
+$6.83M |
-$3.21M |
+$3.62M |
NEP, JNJ, CFG, PEP, IGSB
|
13F-HR |
2/6/2018, 08:53 AM |
Q3 2017 |
87 |
$115M |
+$6.8M |
-$11.8M |
-$5M |
NEP, JNJ, IGSB, CFG, PEP
|
13F-HR |
10/25/2017, 10:55 AM |
Q2 2017 |
87 |
$123M |
+$5.5M |
-$631K |
+$4.87M |
NEP, JNJ, PEP, IGSB, KO
|
13F-HR |
7/25/2017, 01:17 PM |
Q1 2017 |
87 |
$120M |
+$6.32M |
-$3.81M |
+$2.51M |
NEP, JNJ, PEP, IGSB, PG
|
13F-HR |
4/21/2017, 01:02 PM |
Q4 2016 |
92 |
$117M |
+$8.31M |
-$3.52M |
+$4.8M |
NEP, JNJ, IGSB, PEP, PG
|
13F-HR |
1/26/2017, 12:14 PM |
Q3 2016 |
88 |
$120M |
+$8.44M |
-$4.95M |
+$3.49M |
NEP, JNJ, IGSB, PEP, PG
|
13F-HR |
10/19/2016, 03:48 PM |
Q2 2016 |
90 |
$122M |
+$13.3M |
-$3.44M |
+$9.88M |
JNJ, NEP, IGSB, PEP, KO
|
13F-HR |
7/22/2016, 04:10 PM |
Q1 2016 |
80 |
$109M |
+$11.5M |
-$8.92M |
+$2.62M |
JNJ, IGSB, KO, PEP, PG
|
13F-HR |
4/20/2016, 10:17 AM |
Q4 2015 |
95 |
$114M |
+$13.1M |
-$7.3M |
+$5.77M |
JNJ, KO, PEP, IGSB, PG
|
13F-HR |
2/3/2016, 02:26 PM |
Q3 2015 |
94 |
$110M |
+$12.1M |
-$7.95M |
+$4.11M |
JNJ, PEP, IGSB, KO, PG
|
13F-HR |
10/21/2015, 05:23 PM |
Q2 2015 |
102 |
$125M |
+$4.93M |
-$1.07M |
+$3.85M |
UL, JNJ, PEP, KO, IGSB
|
13F-HR |
8/13/2015, 10:54 AM |
Q1 2015 |
102 |
$129M |
+$7.95M |
-$5.82M |
+$2.13M |
UL, JNJ, PEP, KO, XOM
|
13F-HR |
4/24/2015, 05:08 PM |
Q4 2014 |
102 |
$131M |
+$6.42M |
-$2.61M |
+$3.81M |
XOM, UL, JNJ, PBA, KO
|
13F-HR |
1/30/2015, 02:13 PM |
Q3 2014 |
100 |
$131M |
+$6.32M |
-$2.04M |
+$4.29M |
XOM, UL, PBA, JNJ, KO
|
13F-HR |
10/27/2014, 01:44 PM |
Q2 2014 |
98 |
$134M |
+$8.04M |
-$1.32M |
+$6.72M |
XOM, PBA, UL, JNJ, KO
|
13F-HR |
7/21/2014, 04:30 PM |
Q1 2014 |
88 |
$122M |
+$5.51M |
-$2.02M |
+$3.5M |
XOM, UL, PBA, JNJ, KO
|
13F-HR |
4/21/2014, 05:25 PM |
Q4 2013 |
88 |
$119M |
|
|
|
XOM, UL, PBA, KO, JNJ
|
13F-HR |
2/3/2014, 05:19 PM |