Q4 2024 |
251 |
$3.9B |
+$1.84B |
-$1.62B |
+$228M |
VMC, FDX, UNP, KNX, PNR
|
13F-HR |
2/14/2025, 10:21 AM |
Q3 2024 |
234 |
$3.5B |
+$1.69B |
-$1.76B |
-$75.5M |
FDX, CHRW, NSC, CNM, VMC
|
13F-HR |
11/14/2024, 09:07 AM |
Q2 2024 |
253 |
$3.41B |
+$2.1B |
-$1.26B |
+$843M |
CSX, AMZN, DOV, USFD, ROK
|
13F-HR |
8/14/2024, 11:47 AM |
Q1 2024 |
183 |
$2.65B |
+$1.31B |
-$1.24B |
+$78.1M |
UAL, UPS, DG, VMC, AMZN
|
13F-HR |
5/15/2024, 09:13 AM |
Q4 2023 |
176 |
$2.3B |
+$888M |
-$1.32B |
-$432M |
VMC, AMZN, NVT, META, BLDR
|
13F-HR |
2/14/2024, 08:09 AM |
Q3 2023 |
344 |
$3.03B |
+$1.53B |
-$47.9B |
-$46.4B |
SPY, QQQ, UNP, AMZN, NVT
|
13F-HR |
11/14/2023, 08:35 AM |
Q2 2023 |
360 |
$2.77B |
+$1.28B |
-$1.21B |
+$69.4M |
SPY, AMZN, QQQ, WMT, SHW
|
13F-HR |
8/14/2023, 11:39 AM |
Q1 2023 |
252 |
$2.52B |
+$1.66B |
-$293M |
+$1.36B |
SPY, QQQ, TDY, SHW, VMC
|
13F-HR |
5/15/2023, 08:36 AM |
Q4 2022 |
223 |
$1.68B |
+$719M |
-$791M |
-$72M |
SPY, VMC, NVT, AMZN, LW
|
13F-HR |
2/14/2023, 07:40 AM |
Q3 2022 |
267 |
$2.27B |
+$1.23B |
-$348M |
+$885M |
SPY, VMC, TJX, TDY, MLM
|
13F-HR |
11/14/2022, 07:22 AM |
Q2 2022 |
257 |
$1.93B |
+$1.06B |
-$355M |
+$703M |
TDY, NVT, KNX, SHW, FDX
|
13F-HR |
8/15/2022, 09:08 AM |
Q1 2022 |
262 |
$2.05B |
+$966M |
-$510M |
+$457M |
SPY, IWM, TDY, NVT, AMZN
|
13F-HR |
5/16/2022, 07:59 AM |
Q4 2021 |
243 |
$2.34B |
+$1.04B |
-$499M |
+$544M |
SPY, TDY, SPY, DKS, UBER
|
13F-HR |
2/14/2022, 08:26 AM |
Q3 2021 |
186 |
$1.7B |
+$842M |
-$790M |
+$52.4M |
WMT, CSX, TDY, NVT, CRM
|
13F-HR |
11/15/2021, 08:46 AM |
Q2 2021 |
184 |
$1.65B |
+$781M |
-$680M |
+$101M |
CSX, BLDR, WMT, AYI, EXPE
|
13F-HR |
8/16/2021, 11:22 AM |
Q1 2021 |
164 |
$1.53B |
+$709M |
-$1.08B |
-$375M |
CSX, AMZN, ETN, MA, SWK
|
13F-HR |
5/17/2021, 10:18 AM |
Q4 2020 |
222 |
$2.38B |
+$1.36B |
-$444M |
+$917M |
IWM, SPY, CAT, KSU, MA
|
Restatement |
2/24/2021, 05:42 PM |
Q3 2020 |
239 |
$1.77B |
+$1B |
-$450M |
+$549M |
SPY, QQQ, PH, FI, IWM
|
13F-HR |
11/16/2020, 05:36 AM |
Q2 2020 |
215 |
$1.58B |
+$994M |
-$396M |
+$598M |
SPY, UNP, DLTR, WMT, IGV
|
13F-HR |
8/14/2020, 06:51 AM |
Q1 2020 |
181 |
$1.3B |
+$767M |
-$285M |
+$482M |
SPY, AMZN, JBHT, TPX, PPG
|
13F-HR |
5/15/2020, 06:18 AM |
Q4 2019 |
198 |
$2.79B |
+$1.64B |
-$575M |
+$1.06B |
SPY, MCD, AEO, GWW, PLAN
|
13F-HR |
2/14/2020, 09:47 AM |
Q3 2019 |
194 |
$2.56B |
+$1.37B |
-$367M |
+$1B |
SPY, VMC, KSU, HLT, IWM
|
13F-HR |
11/14/2019, 08:33 AM |
Q2 2019 |
188 |
$2.52B |
+$1.31B |
-$544M |
+$768M |
SPY, QQQ, UAL, MCD, MAS
|
13F-HR |
8/12/2019, 01:27 PM |
Q1 2019 |
182 |
$2.61B |
+$1.67B |
-$380M |
+$1.29B |
SPY, IWM, QQQ, CAT, VMC
|
13F-HR |
5/15/2019, 09:30 AM |
Q4 2018 |
174 |
$1.86B |
+$1.11B |
-$310M |
+$795M |
VMC, ETN, SWK, SAVE, RCL
|
13F-HR |
2/14/2019, 08:30 AM |
Q3 2018 |
179 |
$2.45B |
+$1.41B |
-$389M |
+$1.02B |
SPY, QQQ, HD, VMC, SWK
|
13F-HR |
11/14/2018, 09:28 AM |
Q2 2018 |
189 |
$2.69B |
+$1.5B |
-$359M |
+$1.14B |
SPY, IWM, KNX, SWK, AZO
|
13F-HR |
8/14/2018, 09:14 AM |
Q1 2018 |
197 |
$2.22B |
+$1.27B |
-$564M |
+$708M |
IWM, SWK, VMC, QQQXXXX, CSX
|
13F-HR |
5/15/2018, 09:46 AM |
Q4 2017 |
171 |
$2.4B |
+$1.33B |
-$517M |
+$817M |
SPY, VMC, IWM, NFLX, TRN
|
13F-HR |
2/14/2018, 08:40 AM |
Q3 2017 |
166 |
$2.19B |
+$1.24B |
-$524M |
+$713M |
SPY, IWM, SHW, VMC, SWK
|
13F-HR |
11/14/2017, 09:03 AM |
Q2 2017 |
194 |
$2.29B |
+$1.36B |
-$556M |
+$804M |
SPY, SWK, IWM, UPS, EL
|
13F-HR |
8/14/2017, 09:34 AM |
Q1 2017 |
173 |
$2.06B |
+$1.22B |
-$282M |
+$941M |
SPY, IWM, SHW, DLTR, DOV
|
13F-HR |
5/15/2017, 09:53 AM |
Q4 2016 |
156 |
$1.66B |
+$916M |
-$361M |
+$555M |
IWM, LULU, AME, AAP, AAP
|
13F-HR |
2/14/2017, 08:04 AM |
Q3 2016 |
149 |
$1.58B |
+$752M |
-$368M |
+$384M |
IWM, SPY, WMT, M, JCI
|
13F-HR |
11/14/2016, 10:21 AM |
Q2 2016 |
135 |
$1.48B |
+$802M |
-$145M |
+$657M |
SPY, IWM, KSU, SBUX, AMZN
|
13F-HR |
8/15/2016, 09:22 AM |
Q1 2016 |
144 |
$1.16B |
+$803M |
-$238M |
+$565M |
LVS, ROK, FDX, IRXXXX, HD
|
13F-HR |
5/16/2016, 09:54 AM |
Q4 2015 |
144 |
$1.06B |
+$714M |
-$80.4M |
+$634M |
SPY, ETN, IWM, TJX, MCD
|
13F-HR |
2/16/2016, 01:37 PM |
Q3 2015 |
142 |
$786M |
+$424M |
-$144M |
+$280M |
LULU, LUV, GM, JWN, UPS
|
13F-HR |
11/13/2015, 09:05 AM |
Q2 2015 |
141 |
$933M |
+$509M |
-$82.5M |
+$427M |
IWM, MCD, YUM, GM, A104PS
|
13F-HR |
8/13/2015, 07:38 PM |
Q1 2015 |
139 |
$798M |
+$478M |
-$76.5M |
+$402M |
IWM, MCD, YUM, GM, YUM
|
13F-HR |
5/14/2015, 06:41 PM |
Q4 2014 |
128 |
$661M |
+$462M |
-$66.4M |
+$396M |
IWM, SPY, WFM, BBY, TSN
|
13F-HR |
2/17/2015, 07:52 AM |
Q3 2014 |
136 |
$478M |
+$336M |
-$79.6M |
+$257M |
DG, TSN, CHS, LL, MCD
|
13F-HR |
11/14/2014, 09:34 AM |
Q2 2014 |
127 |
$434M |
+$318M |
-$62.3M |
+$256M |
SPY, IWM, SBUX, ULTA, HOT
|
13F-HR |
8/14/2014, 11:10 AM |
Q1 2014 |
59 |
$369M |
+$292M |
-$14.1M |
+$278M |
IWM, WMT, ROST, WFM, ORLY
|
Restatement |
5/16/2014, 04:09 PM |
Q4 2013 |
57 |
$263M |
|
|
|
SFM, FOSL, TGT, CLX, TGT
|
13F-HR |
2/14/2014, 01:30 PM |