Q4 2024 |
1,512 |
$8.57B |
+$4.14B |
-$3.65B |
+$492M |
NVDA, TSLA, FTNT, TJX, AAPL
|
13F-HR |
2/12/2025, 03:54 PM |
Q3 2024 |
1,488 |
$7.9B |
+$4.4B |
-$3.36B |
+$1.04B |
NVDA, MSFT, AAPL, FTNT, QCOM
|
13F-HR |
11/12/2024, 01:41 PM |
Q2 2024 |
1,482 |
$6.56B |
+$4.03B |
-$2.38B |
+$1.65B |
TMO, GM, PYPL, QCOM, NVDA
|
13F-HR |
8/13/2024, 02:25 PM |
Q1 2024 |
1,382 |
$5B |
+$2.64B |
-$2.31B |
+$328M |
AAPL, NVDA, LULU, DOW, ORCL
|
13F-HR |
5/14/2024, 04:41 PM |
Q4 2023 |
1,365 |
$4.44B |
+$2.39B |
-$2.31B |
+$86.4M |
AAPL, NVDA, WMT, MU, SBUX
|
13F-HR |
2/9/2024, 01:36 PM |
Q3 2023 |
1,920 |
$3.98B |
+$2.26B |
-$1.95B |
+$313M |
NVDA, MSFT, DELL, CNC, HSY
|
13F-HR |
11/13/2023, 10:15 AM |
Q2 2023 |
1,380 |
$3.82B |
+$2.14B |
-$897M |
+$1.25B |
NVDA, KO, HUM, AMAT, DAL
|
13F-HR |
8/11/2023, 11:01 AM |
Q1 2023 |
1,393 |
$3.64B |
+$2.06B |
-$947M |
+$1.11B |
JPM, COP, CRWD, SCHW, ADSK
|
13F-HR |
5/15/2023, 01:50 PM |
Q4 2022 |
1,325 |
$3.53B |
+$2.22B |
-$639M |
+$1.58B |
AAPL, TSLA, GS, ALB, ENPH
|
13F-HR |
2/13/2023, 11:32 AM |
Q3 2022 |
1,304 |
$2.84B |
+$1.83B |
-$357M |
+$1.47B |
BA, ADBE, PG, KO, SPGI
|
13F-HR |
11/14/2022, 09:04 AM |
Q2 2022 |
1,467 |
$2.23B |
+$1.45B |
-$434M |
+$1.02B |
TSLA, CSCO, ACN, IDXX, AXP
|
13F-HR |
8/11/2022, 03:59 PM |
Q1 2022 |
1,295 |
$2.13B |
+$1.49B |
-$250M |
+$1.24B |
MU, SQ, AMD, JPM, ADI
|
13F-HR |
5/13/2022, 09:04 AM |
Q4 2021 |
1,251 |
$1.62B |
+$1.08B |
-$216M |
+$864M |
C, CVX, AAPL, UBER, TXN
|
13F-HR |
2/11/2022, 05:10 PM |
Q3 2021 |
1,075 |
$1.26B |
+$873M |
-$773M |
+$99.9M |
NVDA, AAPL, KO, UNH, QCOM
|
13F-HR |
11/12/2021, 04:26 PM |
Q2 2021 |
1,037 |
$1.19B |
+$811M |
-$750M |
+$61.3M |
CRM, DRI, EOG, NKE, KO
|
13F-HR |
8/12/2021, 04:09 PM |
Q1 2021 |
1,076 |
$1.09B |
+$738M |
-$640M |
+$97.8M |
PYPL, AAPL, TSLA, MU, PARA
|
13F-HR |
5/13/2021, 04:25 PM |
Q4 2020 |
973 |
$944M |
+$540M |
-$552M |
-$12M |
COP, ZM, LRCX, MU, UBER
|
13F-HR |
2/11/2021, 04:05 PM |
Q3 2020 |
1,149 |
$1.55B |
+$883M |
-$270M |
+$614M |
AZO, ZM, LOW, FDX, V
|
13F-HR |
11/6/2020, 03:43 PM |
Q2 2020 |
1,129 |
$1.44B |
+$811M |
-$404M |
+$406M |
LOW, YUM, DG, KR, KMX
|
13F-HR |
8/7/2020, 04:26 PM |
Q1 2020 |
1,050 |
$1.38B |
+$923M |
-$276M |
+$646M |
ADSK, AAPL, ULTA, KR, ORCL
|
13F-HR |
5/8/2020, 04:13 PM |
Q4 2019 |
989 |
$1.69B |
+$1.15B |
-$217M |
+$933M |
ADBE, UPS, CVX, AVGO, NVDA
|
13F-HR |
2/12/2020, 03:10 PM |
Q3 2019 |
824 |
$1.16B |
+$791M |
-$177M |
+$614M |
CCL, ELV, META, DIS, AVGO
|
Restatement |
2/14/2020, 04:54 PM |
Q2 2019 |
761 |
$1.11B |
+$692M |
-$305M |
+$386M |
META, ORCL, OKTA, UTX, DRI
|
13F-HR |
8/9/2019, 04:01 PM |
Q1 2019 |
947 |
$1.41B |
+$880M |
-$403M |
+$477M |
LULU, AAPL, BBY, CTXS, AMZN
|
13F-HR |
5/13/2019, 04:07 PM |
Q4 2018 |
1,001 |
$1.6B |
+$1.18B |
-$141M |
+$1.03B |
ORCL, KMX, SBUX, PM, UTX
|
13F-HR |
2/13/2019, 03:24 PM |
Q3 2018 |
910 |
$1.33B |
+$866M |
-$304M |
+$562M |
WFC, BAC, KSS, RHT, SYY
|
13F-HR |
11/9/2018, 03:12 PM |
Q2 2018 |
855 |
$1.44B |
+$925M |
-$272M |
+$653M |
NKE, HFC, CVX, HON, INTU
|
13F-HR |
8/7/2018, 04:40 PM |
Q1 2018 |
1,027 |
$1.43B |
+$1.08B |
-$110M |
+$975M |
LULU, EBAY, RH, NRG, TWTR
|
13F-HR |
5/3/2018, 05:16 PM |
Q4 2017 |
1,018 |
$911M |
+$746M |
-$30.4M |
+$715M |
MU, XOM, BDX, X, MO
|
13F-HR |
2/8/2018, 04:47 PM |
Q3 2017 |
726 |
$397M |
+$295M |
-$34.2M |
+$261M |
MU, ADBE, CTAS, CCL, ACN
|
13F-HR |
11/9/2017, 11:23 AM |
Q2 2017 |
751 |
$365M |
+$220M |
-$152M |
+$68M |
KMX, UAL, MU, MPC, X
|
13F-HR |
8/1/2017, 05:13 PM |
Q1 2017 |
1,045 |
$780M |
+$525M |
-$97.1M |
+$428M |
ADI, RHT, GS, CFG, WBA
|
13F-HR |
5/8/2017, 05:59 PM |
Q4 2016 |
914 |
$632M |
+$463M |
-$63.2M |
+$400M |
BAC, LOW, WBA, CAG, MS
|
13F-HR |
2/10/2017, 01:48 PM |
Q3 2016 |
699 |
$448M |
+$264M |
-$177M |
+$87.2M |
BK, MPC, TJX, HBAN, SYMC
|
13F-HR |
11/10/2016, 01:45 PM |
Q2 2016 |
829 |
$761M |
+$483M |
-$131M |
+$352M |
GOLD, FDX, ACN, KR, VOYA
|
13F-HR |
8/10/2016, 04:58 PM |
Q1 2016 |
868 |
$854M |
+$524M |
-$219M |
+$305M |
ANF, GME, HDS, GM, HOLX
|
13F-HR |
5/11/2016, 09:07 AM |
Q4 2015 |
972 |
$1.14B |
+$742M |
-$208M |
+$534M |
HFC, FE, TYC, XEC, WNR
|
13F-HR |
2/10/2016, 04:02 PM |
Q3 2015 |
995 |
$1.16B |
+$865M |
-$82.4M |
+$782M |
ASNA, KR, THC, FE, HDS
|
13F-HR |
11/2/2015, 02:03 PM |
Q2 2015 |
946 |
$890M |
+$603M |
-$188M |
+$414M |
BK, THC, LOW, GRPNXXXX, TTWO
|
13F-HR |
8/12/2015, 01:40 PM |
Q1 2015 |
958 |
$980M |
+$750M |
-$58.3M |
+$692M |
DRI, TIF, HPQXXXX, ROVI, BDX
|
13F-HR |
5/13/2015, 02:35 PM |
Q4 2014 |
858 |
$565M |
|
|
|
OUTR, AAXXXX, CSX, LDOS, SAIC
|
13F-HR |
2/13/2015, 04:20 PM |