Q4 2024 |
647 |
$817M |
+$605M |
-$651M |
-$45.7M |
NKE, AMGN, CRM, DHR, UNP
|
13F-HR |
2/14/2025, 04:18 PM |
Q3 2024 |
642 |
$853M |
+$604M |
-$665M |
-$61M |
NFLX, NKE, TSLA, CVX, MDB
|
13F-HR |
11/14/2024, 04:05 PM |
Q2 2024 |
682 |
$873M |
+$596M |
-$761M |
-$165M |
SPY, TSLA, ORCL, ACN, ADBE
|
13F-HR |
8/14/2024, 04:23 PM |
Q1 2024 |
743 |
$1.05B |
+$798M |
-$722M |
+$76.4M |
ORCL, GM, CVX, PYPL, MU
|
13F-HR |
5/15/2024, 04:03 PM |
Q4 2023 |
702 |
$942M |
+$622M |
-$622M |
-$29.7K |
QCOM, SPY, BABA, MSFT, MU
|
13F-HR |
2/14/2024, 04:04 PM |
Q3 2023 |
1,097 |
$875M |
+$544M |
-$587M |
-$42.8M |
META, PANW, CVS, DIS, CRM
|
13F-HR |
11/14/2023, 04:08 PM |
Q2 2023 |
1,152 |
$931M |
+$642M |
-$540M |
+$102M |
NVDA, MSFT, META, PANW, SBUX
|
13F-HR |
8/14/2023, 05:32 PM |
Q1 2023 |
744 |
$808M |
+$590M |
-$169M |
+$421M |
TSLA, CRWD, CSCO, LULU, BLK
|
13F-HR |
5/15/2023, 04:06 PM |
Q4 2022 |
741 |
$684M |
+$491M |
-$79.4M |
+$412M |
SPY, BABA, TSLA, META, SBUX
|
13F-HR |
2/14/2023, 03:30 PM |
Q3 2022 |
660 |
$493M |
+$323M |
-$83.9M |
+$239M |
SPY, MDT, MU, TMUS, UPS
|
13F-HR |
11/14/2022, 03:28 PM |
Q2 2022 |
745 |
$537M |
+$378M |
-$82.9M |
+$295M |
TMUS, UPS, TFC, QCOM, IWM
|
13F-HR |
8/15/2022, 04:48 PM |
Q1 2022 |
754 |
$670M |
+$581M |
-$38.3M |
+$543M |
SPY, OXY, XOM, KO, TSN
|
13F-HR |
5/16/2022, 04:13 PM |
Q4 2021 |
360 |
$316M |
+$203M |
-$64.2M |
+$139M |
FDX, ORCL, CMCSA, AMD, IBM
|
13F-HR |
2/14/2022, 04:06 PM |
Q3 2021 |
362 |
$345M |
+$238M |
-$272M |
-$34.3M |
SPY, QQQ, MU, AMD, GOOGL
|
13F-HR |
11/15/2021, 12:18 PM |
Q2 2021 |
387 |
$383M |
+$251M |
-$319M |
-$68.2M |
AMZN, GIS, TSLA, IWM, GOOG
|
13F-HR |
8/13/2021, 01:50 PM |
Q1 2021 |
513 |
$435M |
+$302M |
-$267M |
+$35.1M |
TSLA, AAPL, MSFT, AMD, MRNA
|
13F-HR |
5/14/2021, 10:52 AM |
Q4 2020 |
429 |
$383M |
+$242M |
-$73.1M |
+$168M |
IWM, SPY, BA, MU, CHTR
|
13F-HR |
2/12/2021, 12:19 PM |
Q3 2020 |
497 |
$409M |
+$251M |
-$126M |
+$124M |
MSFT, AAPL, ZM, TSM, ABBV
|
13F-HR |
11/12/2020, 02:06 PM |
Q2 2020 |
502 |
$453M |
+$211M |
-$143M |
+$68.4M |
SPY, MSFT, BIIB, ACN, IWM
|
13F-HR |
8/14/2020, 10:58 AM |
Q1 2020 |
752 |
$463M |
+$320M |
-$99.6M |
+$221M |
WBA, XOM, MKC, DXCM, BIDU
|
13F-HR |
5/15/2020, 10:33 AM |
Q4 2019 |
578 |
$584M |
+$369M |
-$126M |
+$242M |
SPY, TGT, WMT, KO, SBUX
|
13F-HR |
2/14/2020, 09:07 AM |
Q3 2019 |
501 |
$527M |
+$332M |
-$71.2M |
+$260M |
META, ACN, AAPL, TGT, UNH
|
13F-HR |
11/13/2019, 03:48 PM |
Q2 2019 |
483 |
$483M |
+$274M |
-$86.9M |
+$187M |
WBA, TGT, META, MNST, ORCL
|
13F-HR |
8/13/2019, 03:16 PM |
Q1 2019 |
526 |
$521M |
+$321M |
-$128M |
+$192M |
ACN, BABA, MU, FL, PG
|
13F-HR |
5/14/2019, 05:19 PM |
Q4 2018 |
592 |
$488M |
+$260M |
-$81M |
+$179M |
NKE, MSFT, AAPL, MDT, WMT
|
13F-HR |
2/13/2019, 11:42 AM |
Q3 2018 |
605 |
$609M |
+$401M |
-$55.4M |
+$345M |
WMT, LULU, SPY, MDT, EXPE
|
13F-HR |
11/14/2018, 08:40 AM |
Q2 2018 |
575 |
$444M |
+$264M |
-$73.9M |
+$190M |
KR, ACN, GIS, LULU, BBBYQ
|
13F-HR |
8/13/2018, 06:08 PM |
Q1 2018 |
555 |
$393M |
+$298M |
-$76.1M |
+$222M |
SPY, NKE, META, ABT, TJX
|
13F-HR |
5/14/2018, 05:32 PM |
Q4 2017 |
526 |
$491M |
+$370M |
-$70.5M |
+$300M |
COST, ACN, SPY, MMM, MDT
|
13F-HR |
2/12/2018, 10:26 AM |
Q3 2017 |
458 |
$419M |
+$345M |
-$20.4M |
+$325M |
ACN, AAPL, COL, MCD, EL
|
13F-HR |
11/14/2017, 09:53 AM |
Q2 2017 |
399 |
$271M |
+$225M |
-$16.7M |
+$209M |
NKE, AYI, MDLZ, COST, INTU
|
13F-HR |
8/14/2017, 11:38 AM |
Q1 2017 |
382 |
$211M |
+$160M |
-$48.2M |
+$112M |
RHT, AMGN, INTU, DHR, V
|
13F-HR |
5/15/2017, 10:17 AM |
Q4 2016 |
574 |
$403M |
+$349M |
-$4.04M |
+$345M |
DE, PG, TGT, LMT, PCLN
|
13F-HR |
2/13/2017, 12:15 PM |
Q3 2016 |
336 |
$152M |
+$116M |
-$14.4M |
+$101M |
ADBE, AAPL, CAG, RHT, GOOGL
|
13F-HR |
11/14/2016, 08:59 AM |
Q2 2016 |
385 |
$167M |
+$139M |
-$2.57M |
+$136M |
WMT, CSCO, META, DLTR, SJM
|
13F-HR |
8/12/2016, 11:23 AM |
Q1 2016 |
341 |
$106M |
+$86.2M |
-$2.74M |
+$83.5M |
GIS, LULU, META, ACN, HRL
|
13F-HR |
5/13/2016, 06:09 PM |
Q4 2015 |
235 |
$69.8M |
|
|
|
AAPL, META, CPRT, SPY, SWK
|
13F-HR |
2/16/2016, 03:11 PM |