Q3 2024 |
140 |
$39.6M |
+$5.19M |
-$6.81M |
-$1.62M |
AAPL, MSFT, GOOGL, META, WMT
|
13F-HR |
10/29/2024, 02:42 PM |
Q2 2024 |
137 |
$39.1M |
+$4.38M |
-$5.5M |
-$1.12M |
MSFT, AAPL, GOOGL, META, WMT
|
13F-HR |
8/13/2024, 05:08 PM |
Q1 2024 |
143 |
$39.8M |
+$4.09M |
-$7.74M |
-$3.64M |
MSFT, AAPL, GOOGL, META, AVGO
|
13F-HR |
5/14/2024, 04:00 PM |
Q4 2023 |
145 |
$40.4M |
+$5.99M |
-$4.99M |
+$997K |
AAPL, MSFT, GOOGL, META, AVGO
|
13F-HR |
2/13/2024, 05:34 PM |
Q3 2023 |
147 |
$36.1M |
+$4.82M |
-$5.27M |
-$458K |
AAPL, MSFT, GOOGL, META, LLY
|
13F-HR |
11/13/2023, 04:00 PM |
Q2 2023 |
133 |
$37.8M |
+$6.42M |
-$3.78M |
+$2.63M |
AAPL, MSFT, GOOGL, META, LLY
|
13F-HR |
8/11/2023, 04:00 PM |
Q1 2023 |
134 |
$38.7M |
+$1.19M |
-$14.2M |
-$13.1M |
AAPL, MSFT, GOOGL, V, MRK
|
13F-HR |
5/12/2023, 04:00 PM |
Q4 2022 |
183 |
$66.1M |
+$1.92M |
-$20M |
-$18.1M |
AAPL, MSFT, GILD, CI, ORLY
|
13F-HR |
2/13/2023, 03:00 PM |
Q3 2022 |
200 |
$80.1M |
+$1.13M |
-$73.1M |
-$72M |
MCK, VRTX, GIS, GPC, CI
|
13F-HR |
11/10/2022, 03:01 PM |
Q2 2022 |
242 |
$147M |
+$6.38M |
-$83.4M |
-$77M |
MCK, CDK, ABBV, BMY, GIS
|
13F-HR |
8/12/2022, 12:00 PM |
Q1 2022 |
268 |
$264M |
+$16M |
-$25.6M |
-$9.57M |
MCK, ANET, ABBV, KBR, COR
|
13F-HR |
5/13/2022, 12:00 PM |
Q4 2021 |
288 |
$309M |
+$37.3M |
-$44M |
-$6.77M |
ANET, PFE, ICLR, AVGO, ACN
|
13F-HR |
2/11/2022, 11:00 AM |
Q3 2021 |
284 |
$300M |
+$18.4M |
-$60.6M |
-$42.2M |
INTU, ZD, ICLR, WAT, ORCL
|
13F-HR |
11/12/2021, 12:00 PM |
Q2 2021 |
276 |
$346M |
+$27.7M |
-$56.9M |
-$29.1M |
ZD, ZBRA, WAT, IDXX, INTU
|
13F-HR |
8/13/2021, 12:00 PM |
Q1 2021 |
248 |
$356M |
+$27.3M |
-$15.3M |
+$12M |
ZD, DISCA, ZBRA, STXXXXX, FFIV
|
13F-HR |
5/14/2021, 12:00 PM |
Q4 2020 |
258 |
$335M |
+$99.7M |
-$9.15M |
+$90.5M |
NUAN, LOGI, CDNS, FFIV, SNPS
|
13F-HR |
2/12/2021, 11:00 AM |
Q3 2020 |
295 |
$239M |
+$65M |
-$14.8M |
+$50.3M |
NUAN, AAPL, SNPS, RBAXXXX, DHR
|
13F-HR |
11/13/2020, 11:14 AM |
Q2 2020 |
269 |
$185M |
+$1.39M |
-$318M |
-$316M |
NUAN, AAPL, EBAY, SNPS, CTXS
|
13F-HR |
8/13/2020, 12:01 PM |
Q1 2020 |
363 |
$446M |
+$29.4M |
-$27.3M |
+$2.09M |
CTXS, CABO, LLY, GILD, TYL
|
13F-HR |
5/14/2020, 12:00 PM |
Q4 2019 |
445 |
$567M |
+$69M |
-$56M |
+$13.1M |
GPN, AAPL, CABO, BMY, LDOS
|
13F-HR |
2/13/2020, 11:00 AM |
Q3 2019 |
422 |
$536M |
+$72.5M |
-$44.8M |
+$27.7M |
GPN, FIS, HSY, TDY, CSGP
|
13F-HR |
11/13/2019, 11:00 AM |
Q2 2019 |
426 |
$521M |
+$54.4M |
-$44.4M |
+$9.93M |
DIS, FICO, TSS, SBUX, CSGP
|
13F-HR |
8/13/2019, 12:00 PM |
Q1 2019 |
432 |
$496M |
+$118M |
-$64.2M |
+$53.7M |
CI, ALSN, WU, HUM, MO
|
13F-HR |
5/14/2019, 11:05 AM |
Q4 2018 |
425 |
$425M |
+$145M |
-$72.7M |
+$72.7M |
CI, HUM, GIBXXXX, WU, ALSN
|
13F-HR |
2/13/2019, 03:30 PM |
Q3 2018 |
428 |
$448M |
+$162M |
-$152M |
+$10M |
HUM, GIBXXXX, ESRX, WU, GILD
|
13F-HR |
11/13/2018, 12:58 PM |
Q2 2018 |
240 |
$423M |
+$52.5M |
-$60.1M |
-$7.6M |
GIBXXXX, HUM, WU, OMC, GILD
|
13F-HR |
8/13/2018, 08:38 PM |
Q1 2018 |
54 |
$416M |
+$60.9M |
-$68.1M |
-$7.25M |
HUM, GIBXXXX, CSCO, WU, OMC
|
13F-HR |
5/9/2018, 03:43 PM |
Q4 2017 |
47 |
$425M |
+$78.1M |
-$71.9M |
+$6.18M |
CSCO, WCG, HUM, GIBXXXX, OMC
|
13F-HR |
2/13/2018, 05:43 AM |
Q3 2017 |
42 |
$407M |
+$107M |
-$74.3M |
+$32.7M |
HUM, WCG, CSCO, AMCX, GIBXXXX
|
13F-HR |
11/13/2017, 05:39 AM |
Q2 2017 |
48 |
$401M |
+$52.8M |
-$40M |
+$12.8M |
HUM, ELV, WCG, HRB, AMCX
|
13F-HR |
8/11/2017, 06:22 AM |
Q1 2017 |
51 |
$378M |
+$69.9M |
-$39.8M |
+$30M |
ELV, HUM, CA, HRB, IDCC
|
13F-HR |
5/15/2017, 12:31 PM |
Q4 2016 |
56 |
$355M |
+$92M |
-$24.6M |
+$67.4M |
IDCC, HUM, ELV, CA, GIBXXXX
|
13F-HR |
2/14/2017, 08:24 AM |
Q3 2016 |
58 |
$290M |
+$92.7M |
-$36.1M |
+$56.6M |
IDCC, GIBXXXX, HUM, ELV, CA
|
13F-HR |
11/14/2016, 07:10 AM |
Q2 2016 |
59 |
$245M |
+$42.7M |
-$23M |
+$19.7M |
GIBXXXX, TARO, ELV, HUM, IDCC
|
13F-HR |
8/12/2016, 09:24 AM |
Q1 2016 |
53 |
$237M |
+$45.3M |
-$19M |
+$26.3M |
GIBXXXX, BKE, KORS, ELV, TARO
|
13F-HR |
5/16/2016, 09:04 AM |
Q4 2015 |
51 |
$210M |
+$57.5M |
-$36.6M |
+$20.9M |
GIBXXXX, PBI, BKE, QCOM, FOXA
|
13F-HR |
2/16/2016, 05:19 AM |
Q3 2015 |
52 |
$194M |
+$57.2M |
-$27.9M |
+$29.2M |
GIBXXXX, CSCO, DLB, BKE, COH
|
13F-HR |
11/16/2015, 08:24 AM |
Q2 2015 |
45 |
$192M |
+$32M |
-$15.6M |
+$16.4M |
GIBXXXX, UNH, DLB, CSCO, MGLN
|
13F-HR |
8/14/2015, 11:01 AM |
Q1 2015 |
50 |
$195M |
+$67.9M |
-$7.53M |
+$60.4M |
UNH, ELV, MGLN, GIBXXXX, COH
|
13F-HR |
5/14/2015, 09:10 AM |
Q4 2014 |
47 |
$126M |
|
|
|
MGLN, ELV, UNH, RTN, GIBXXXX
|
13F-HR |
2/17/2015, 06:21 AM |