Q1 2019 |
144 |
$138M |
+$101M |
-$32.4M |
+$68.3M |
MU, DWDP, NFLX, CCL, GPS
|
13F-HR |
4/12/2019, 06:18 AM |
Q4 2018 |
183 |
$162M |
+$120M |
-$20.4M |
+$99.8M |
UTX, WBA, GILD, JNJ, META
|
13F-HR |
1/15/2019, 05:04 AM |
Q3 2018 |
200 |
$168M |
+$119M |
-$24.4M |
+$94.5M |
DWDP, FTV, MPC, WFC, AMAT
|
13F-HR |
10/29/2018, 06:07 AM |
Q2 2018 |
185 |
$173M |
+$121M |
-$44.5M |
+$76.3M |
RHT, SBUX, INTC, MU, AVGO
|
13F-HR |
8/10/2018, 01:56 PM |
Q1 2018 |
146 |
$165M |
+$117M |
-$30M |
+$86.7M |
MU, AMZN, DWDP, NVDA, AMAT
|
13F-HR |
5/3/2018, 06:09 AM |
Q4 2017 |
190 |
$159M |
+$107M |
-$21.8M |
+$85.5M |
MU, GILD, COST, AAPL, UAA
|
13F-HR |
1/5/2018, 07:35 AM |
Q3 2017 |
179 |
$156M |
+$101M |
-$27.6M |
+$73.6M |
AMT, CCI, NVDA, ORCL, ADSK
|
13F-HR |
10/11/2017, 06:07 AM |
Q2 2017 |
182 |
$154M |
+$114M |
-$26.5M |
+$87.3M |
NVDA, SYMC, AMD, CMCSA, LVLT
|
13F-HR |
7/7/2017, 06:19 AM |
Q1 2017 |
161 |
$155M |
+$108M |
-$31M |
+$77.4M |
INTU, FSLR, ORCL, HCA, GS
|
13F-HR |
5/12/2017, 06:19 AM |
Q4 2016 |
148 |
$144M |
+$108M |
-$18.2M |
+$89.4M |
MU, FCX, TGT, KMI, UAA
|
13F-HR |
1/17/2017, 05:11 AM |
Q3 2016 |
172 |
$162M |
+$124M |
-$34.6M |
+$89.1M |
MAR, MCK, NEM, COP, RRC
|
13F-HR |
10/21/2016, 09:28 AM |
Q2 2016 |
170 |
$160M |
+$135M |
-$18.4M |
+$117M |
FDX, CCL, VLO, OXY, DRI
|
13F-HR |
7/20/2016, 06:11 AM |
Q1 2016 |
120 |
$104M |
+$83.3M |
-$16.1M |
+$67.2M |
BA, NOVXXXX, C, ORCL, URBN
|
13F-HR |
4/19/2016, 06:07 AM |
Q4 2015 |
117 |
$107M |
+$82.8M |
-$16.4M |
+$66.4M |
NKE, ORCL, DVN, COF, CAT
|
13F-HR |
1/19/2016, 05:14 AM |
Q3 2015 |
113 |
$129M |
+$103M |
-$14.9M |
+$87.9M |
META, ABBV, WRK, WBA, CCL
|
13F-HR |
10/19/2015, 06:33 AM |
Q2 2015 |
157 |
$127M |
+$105M |
-$18M |
+$86.6M |
META, ZTS, MU, WDC, CSX
|
13F-HR |
7/20/2015, 06:09 AM |
Q1 2015 |
109 |
$100M |
+$78.7M |
-$7.72M |
+$71M |
SNDK, BIIB, KSU, WDC, VRTX
|
13F-HR |
4/13/2015, 06:11 AM |
Q4 2014 |
161 |
$103M |
+$82M |
-$9.9M |
+$72.1M |
IEI, XLNX, CTRA, SWN, EQT
|
13F-HR |
1/23/2015, 08:03 AM |
Q3 2014 |
150 |
$98.9M |
+$76.4M |
-$5.72M |
+$70.7M |
IGIB, MDTXXXX, MAT, DAL, KORS
|
13F-HR |
10/22/2014, 06:24 AM |
Q2 2014 |
150 |
$89.8M |
+$71.7M |
-$6.72M |
+$65M |
IGIB, COH, MPC, T, AMZN
|
13F-HR |
7/18/2014, 09:04 AM |
Q1 2014 |
173 |
$85.4M |
|
|
|
GILD, HD, LOW, KR, ETFC
|
13F-HR |
4/30/2014, 09:01 AM |