Q2 2022 |
56 |
$176M |
+$3.46M |
-$17.7M |
-$14.2M |
AAPL, MSFT, AMT, VST, ELV
|
13F-HR |
8/12/2022, 12:46 PM |
Q1 2022 |
65 |
$247M |
+$18.8M |
-$29M |
-$10.3M |
AAPL, MSFT, AMT, ROP, TYL
|
13F-HR |
5/11/2022, 10:30 AM |
Q4 2021 |
64 |
$284M |
+$8.66M |
-$10.9M |
-$2.26M |
AAPL, MSFT, TYL, ROP, AMT
|
13F-HR |
1/28/2022, 12:00 PM |
Q3 2021 |
71 |
$280M |
+$19.7M |
-$8.72M |
+$11M |
AAPL, MSFT, TYL, PYPL, ROP
|
13F-HR |
10/26/2021, 04:45 PM |
Q2 2021 |
68 |
$284M |
+$9.19M |
-$20.6M |
-$11.4M |
AAPL, PYPL, TYL, MSFT, ROP
|
13F-HR |
8/11/2021, 12:12 PM |
Q1 2021 |
71 |
$274M |
+$32.2M |
-$21.2M |
+$11M |
AAPL, PYPL, TYL, MSFT, ROP
|
13F-HR |
4/21/2021, 09:28 AM |
Q4 2020 |
63 |
$260M |
+$18.2M |
-$4.02M |
+$14.2M |
PYPL, AAPL, MSFT, TYL, ROP
|
13F-HR |
2/2/2021, 11:08 AM |
Q3 2020 |
53 |
$218M |
+$27.7M |
-$3.57M |
+$24.2M |
PYPL, MSFT, AAPL, TYL, CYRX
|
13F-HR |
10/14/2020, 03:07 PM |
Q2 2020 |
49 |
$197M |
+$19.5M |
-$20.1M |
-$628K |
PYPL, MSFT, AMT, TYL, AAPL
|
13F-HR |
7/27/2020, 11:37 AM |
Q1 2020 |
46 |
$163M |
+$19.2M |
-$22.3M |
-$3.1M |
MSFT, AMT, TYL, PYPL, ROP
|
13F-HR |
5/4/2020, 10:57 AM |
Q4 2019 |
46 |
$217M |
+$15.8M |
-$17.3M |
-$1.44M |
TYL, AMT, MSFT, PYPL, AAPL
|
13F-HR |
1/30/2020, 01:02 PM |
Q3 2019 |
46 |
$214M |
+$9.96M |
-$12.3M |
-$2.36M |
TYL, MRCY, AMT, MSFT, PYPL
|
13F-HR |
10/17/2019, 09:23 AM |
Q2 2019 |
48 |
$214M |
+$11.8M |
-$12.3M |
-$527K |
MSFT, MRCY, AMT, PYPL, TYL
|
13F-HR |
7/17/2019, 09:17 AM |
Q1 2019 |
47 |
$201M |
+$9.83M |
-$2.94M |
+$6.89M |
AMT, MRCY, MSFT, PYPL, TYL
|
13F-HR |
5/14/2019, 12:11 PM |
Q4 2018 |
120 |
$173M |
+$9.38M |
-$27.1M |
-$17.7M |
MSFT, AMT, TYL, PYPL, MRCY
|
13F-HR |
1/14/2019, 08:47 AM |
Q3 2018 |
132 |
$235M |
+$12.6M |
-$11.1M |
+$1.55M |
TYL, MSFT, MRCY, AAPL, TRHC
|
13F-HR |
10/23/2018, 11:13 AM |
Q2 2018 |
135 |
$225M |
+$13M |
-$6.22M |
+$6.82M |
TYL, MSFT, AMT, PYPL, ROP
|
13F-HR |
7/27/2018, 01:08 PM |
Q1 2018 |
128 |
$208M |
+$20.1M |
-$39.3M |
-$19.3M |
TYL, MSFT, AMT, ROP, PYPL
|
13F-HR |
4/11/2018, 09:13 AM |
Q4 2017 |
151 |
$235M |
+$18.4M |
-$18M |
+$411K |
MSFT, AMT, MRCY, TYL, PYPL
|
13F-HR |
2/1/2018, 07:08 AM |
Q3 2017 |
157 |
$224M |
+$8.49M |
-$13.8M |
-$5.33M |
AMT, MRCY, TYL, MSFT, META
|
13F-HR |
10/13/2017, 09:09 AM |
Q2 2017 |
156 |
$221M |
+$18.2M |
-$20M |
-$1.87M |
TYL, AMT, META, ULTA, MSFT
|
13F-HR |
7/21/2017, 12:54 PM |
Q1 2017 |
155 |
$221M |
+$17.3M |
-$19.3M |
-$1.97M |
AMT, META, TYL, ULTA, MSFT
|
13F-HR |
4/24/2017, 09:12 AM |
Q4 2016 |
161 |
$216M |
+$56.8M |
-$54.4M |
+$2.36M |
IWM, TYL, AMT, ULTA, MSFT
|
13F-HR |
1/18/2017, 08:14 AM |
Q3 2016 |
154 |
$222M |
+$41M |
-$67.5M |
-$26.6M |
TYL, AMT, META, GEL, ULTA
|
13F-HR |
10/26/2016, 12:19 PM |
Q2 2016 |
142 |
$250M |
+$37.2M |
-$6.04M |
+$31.2M |
ULTA, TYL, AMT, EPD, GEXXXX
|
13F-HR |
8/3/2016, 10:33 AM |
Q1 2016 |
140 |
$212M |
+$53.3M |
-$43.6M |
+$9.69M |
ULTA, TYL, AMT, PSXP, SHLX
|
13F-HR |
4/13/2016, 02:20 PM |
Q4 2015 |
137 |
$232M |
+$31.9M |
-$17.1M |
+$14.8M |
TYL, ULTA, ROP, META, AAPL
|
13F-HR |
1/7/2016, 02:19 PM |
Q3 2015 |
150 |
$207M |
+$25.8M |
-$41.5M |
-$15.7M |
TYL, HEDJ, AAPL, META, ROP
|
13F-HR |
11/6/2015, 10:18 AM |
Q2 2015 |
178 |
$313M |
+$46.4M |
-$44.2M |
+$2.13M |
TYL, HEDJ, DM, AAPL, WGP
|
13F-HR |
11/6/2015, 10:14 AM |
Q1 2015 |
172 |
$319M |
|
|
|
DM, HEDJ, AAPL, TYL, TEP
|
13F-HR |
11/6/2015, 10:06 AM |