Q4 2024 |
38 |
$1.26B |
+$22.6M |
-$73.5M |
-$50.9M |
MSFT, MA, MCO, AMZN, CPRT
|
13F-HR |
2/7/2025, 05:53 PM |
Q3 2024 |
37 |
$1.3B |
+$21.4M |
-$25.9M |
-$4.46M |
MSFT, MCO, MA, AMZN, MSCI
|
13F-HR |
11/4/2024, 02:49 PM |
Q2 2024 |
38 |
$1.23B |
+$39M |
-$66.8M |
-$27.8M |
MSFT, MCO, MA, AMZN, CPRT
|
13F-HR |
8/6/2024, 02:05 PM |
Q1 2024 |
38 |
$1.26B |
+$4.45M |
-$46.8M |
-$42.3M |
MSFT, AMZN, MA, MCO, CPRT
|
13F-HR |
5/6/2024, 03:06 PM |
Q4 2023 |
40 |
$1.21B |
+$14.1M |
-$13.1M |
+$970K |
MSFT, MA, AMZN, MCO, GOOG
|
13F-HR |
1/29/2024, 11:26 AM |
Q3 2023 |
40 |
$1.08B |
+$51.3M |
-$19.5M |
+$31.8M |
MSFT, MA, AMZN, GOOG, MCO
|
13F-HR |
10/24/2023, 05:50 PM |
Q2 2023 |
46 |
$1.12B |
+$119M |
-$118M |
+$530K |
MSFT, MA, AMZN, MCO, GOOG
|
13F-HR |
8/14/2023, 12:40 PM |
Q1 2023 |
41 |
$1.02B |
+$25.4M |
-$6.71M |
+$18.7M |
MSFT, MA, AMZN, MCO, MSCI
|
13F-HR |
5/12/2023, 12:00 PM |
Q4 2022 |
41 |
$935M |
+$65.2M |
-$51.1M |
+$14.1M |
MA, MSFT, AMZN, MCO, AON
|
13F-HR |
2/3/2023, 02:19 PM |
Q3 2022 |
41 |
$840M |
+$50.3M |
-$3.21M |
+$47.1M |
MSFT, AMZN, MA, MCO, AON
|
13F-HR |
11/10/2022, 03:44 PM |
Q2 2022 |
42 |
$885M |
+$55.4M |
-$14.5M |
+$40.9M |
MSFT, MA, MCO, AMZN, GOOG
|
13F-HR |
8/4/2022, 11:45 AM |
Q1 2022 |
43 |
$1.06B |
+$28.3M |
-$3.29M |
+$25M |
MSFT, MA, AMZN, MCO, GOOG
|
13F-HR |
5/5/2022, 05:09 PM |
Q4 2021 |
43 |
$1.14B |
+$73.6M |
-$80.9M |
-$7.31M |
MSFT, MCO, MA, GOOG, AMZN
|
13F-HR |
2/14/2022, 02:06 PM |
Q3 2021 |
45 |
$1.06B |
+$69.7M |
-$53.3M |
+$16.4M |
MCO, MSFT, MSCI, MA, GOOG
|
13F-HR |
11/5/2021, 07:34 AM |
Q2 2021 |
41 |
$1B |
+$92.8M |
-$69.6M |
+$23.2M |
MSCI, MCO, MA, MSFT, NKE
|
13F-HR |
8/2/2021, 10:24 AM |
Q1 2021 |
46 |
$896M |
+$11.1M |
-$20M |
-$8.9M |
MA, MCO, CBRE, MSCI, MSFT
|
13F-HR |
5/11/2021, 06:27 PM |
Q4 2020 |
45 |
$870M |
+$89.6M |
-$64.1M |
+$25.5M |
MA, MSCI, MCO, NKE, CBRE
|
13F-HR |
2/12/2021, 03:49 PM |
Q3 2020 |
42 |
$770M |
+$41.4M |
-$39.3M |
+$2.08M |
MA, MCO, MSCI, NKE, CBRE
|
13F-HR |
11/9/2020, 02:32 PM |
Q2 2020 |
41 |
$702M |
+$54.4M |
-$30.1M |
+$24.3M |
MA, MCO, MSCI, CBRE, NKE
|
13F-HR |
8/14/2020, 06:29 AM |
Q1 2020 |
43 |
$595M |
+$61M |
-$65.2M |
-$4.15M |
MA, MCO, CBRE, MSCI, SCHW
|
13F-HR |
5/8/2020, 04:01 PM |
Q4 2019 |
41 |
$762M |
+$33M |
-$1.57M |
+$31.4M |
MA, MCO, CBRE, AONXXXX, SCHW
|
13F-HR |
1/30/2020, 01:18 PM |
Q3 2019 |
40 |
$672M |
+$27.6M |
-$10.6M |
+$17.1M |
MA, MCO, CBRE, AONXXXX, GOOG
|
13F-HR |
10/16/2019, 02:20 PM |
Q2 2019 |
41 |
$635M |
+$22.5M |
-$500K |
+$22M |
MA, MCO, CBRE, CL, AONXXXX
|
13F-HR |
7/23/2019, 01:25 PM |
Q1 2019 |
38 |
$576M |
+$5.13M |
-$4.98M |
+$158K |
MA, MCO, CBRE, CL, GOOG
|
13F-HR |
5/1/2019, 10:03 AM |
Q4 2018 |
37 |
$493M |
+$59.8M |
-$19.3M |
+$40.5M |
CL, MA, GOOG, CBRE, SCHW
|
13F-HR |
1/30/2019, 03:45 PM |
Q3 2018 |
36 |
$503M |
+$33.9M |
-$8.49M |
+$25.4M |
MA, CL, GOOG, WFC, NKE
|
13F-HR |
10/23/2018, 01:28 PM |
Q2 2018 |
35 |
$472M |
+$25.7M |
-$24.2M |
+$1.44M |
CL, MA, WFC, GOOG, NKE
|
13F-HR |
7/19/2018, 12:56 PM |
Q1 2018 |
35 |
$457M |
+$112M |
-$13.3M |
+$98.5M |
CL, MA, WFC, AONXXXX, PEP
|
13F-HR |
5/3/2018, 04:50 PM |
Q4 2017 |
37 |
$401M |
+$17.8M |
-$20.9M |
-$3.12M |
CL, PEP, MA, WFC, NKE
|
13F-HR |
1/25/2018, 09:36 AM |
Q3 2017 |
38 |
$381M |
+$24.6M |
-$37.6M |
-$13M |
CL, PEP, MA, WFC, AONXXXX
|
13F-HR |
11/3/2017, 04:56 PM |
Q2 2017 |
37 |
$383M |
+$16.7M |
-$5.58M |
+$11.2M |
CL, PEP, MA, UN, AONXXXX
|
13F-HR |
7/17/2017, 04:33 PM |
Q1 2017 |
38 |
$363M |
+$18.5M |
-$15.3M |
+$3.28M |
CL, PEP, MA, WFC, UN
|
13F-HR |
4/27/2017, 12:57 PM |
Q4 2016 |
36 |
$335M |
+$11.7M |
-$8.63M |
+$3.11M |
CL, PEP, MA, WFC, AONXXXX
|
13F-HR |
1/30/2017, 12:06 PM |
Q3 2016 |
36 |
$326M |
+$14M |
-$6.17M |
+$7.84M |
CL, PEP, MA, AONXXXX, WFC
|
13F-HR |
11/10/2016, 04:30 PM |
Q2 2016 |
55 |
$313M |
+$19.4M |
-$15.2M |
+$4.17M |
CL, PEP, AONXXXX, MA, WFC
|
13F-HR |
8/11/2016, 03:38 PM |
Q1 2016 |
55 |
$317M |
+$31.7M |
-$57.4M |
-$25.6M |
CL, PEP, PG, MA, AONXXXX
|
13F-HR |
5/4/2016, 04:40 PM |
Q4 2015 |
65 |
$359M |
+$38.1M |
-$24.7M |
+$13.5M |
PG, CL, PEP, MA, NSRGY
|
13F-HR |
2/12/2016, 08:11 AM |
Q3 2015 |
62 |
$330M |
+$25.9M |
-$7.69M |
+$18.2M |
PG, CL, PEP, UN, MA
|
13F-HR |
11/6/2015, 10:28 AM |
Q2 2015 |
61 |
$336M |
+$10.4M |
-$5.28M |
+$5.13M |
UN, PG, PEP, MA, CL
|
13F-HR |
8/14/2015, 05:42 PM |
Q1 2015 |
64 |
$333M |
+$28.4M |
-$11.9M |
+$16.6M |
PG, UN, PEP, KO, MA
|
13F-HR |
5/7/2015, 05:22 PM |
Q4 2014 |
75 |
$312M |
+$23.4M |
-$8.96M |
+$14.4M |
PG, KO, PEP, UN, MA
|
13F-HR |
1/26/2015, 04:29 PM |
Q3 2014 |
62 |
$286M |
+$43.8M |
-$19.9M |
+$23.8M |
PG, KO, PEP, UN, AONXXXX
|
13F-HR |
11/12/2014, 11:52 AM |
Q2 2014 |
64 |
$274M |
+$23.5M |
-$3.78M |
+$19.7M |
PG, KO, PEP, UN, AONXXXX
|
13F-HR |
8/20/2014, 09:56 AM |
Q1 2014 |
64 |
$245M |
+$22M |
-$7.87M |
+$14.1M |
PG, KO, PEP, UN, AONXXXX
|
13F-HR |
5/12/2014, 11:54 AM |
Q4 2013 |
77 |
$237M |
|
|
|
PG, KO, PEP, UN, AONXXXX
|
13F-HR |
2/18/2014, 03:41 PM |