Q1 2025 |
274 |
$606M |
+$215M |
-$234M |
-$19.5M |
SPY, IVW, DIA, IVV, LQD
|
13F-HR |
4/15/2025, 01:27 PM |
Q4 2024 |
286 |
$636M |
+$287M |
-$298M |
-$10.2M |
IVW, SPY, DIA, IVE, IYR
|
13F-HR |
1/14/2025, 02:33 PM |
Q3 2024 |
256 |
$643M |
+$145M |
-$144M |
+$215K |
EFA, SPY, IVW, QQQ, IJK
|
13F-HR |
10/8/2024, 11:20 AM |
Q2 2024 |
297 |
$617M |
+$199M |
-$214M |
-$15.9M |
IVW, QQQ, SPY, IJK, MDY
|
13F-HR |
7/12/2024, 01:43 PM |
Q1 2024 |
298 |
$617M |
+$147M |
-$145M |
+$2.35M |
IVW, QQQ, SPY, IVE, DIA
|
13F-HR |
4/30/2024, 10:16 AM |
Q4 2023 |
333 |
$572M |
+$544M |
-$45.1M |
+$499M |
IJK, QQQ, IVE, SPY, IVW
|
13F-HR |
2/7/2024, 05:16 PM |
Q3 2023 |
494 |
$66.9M |
+$14.2M |
-$10M |
+$4.17M |
VRTX, ROST, FI, REGN, BIIB
|
13F-HR |
11/27/2023, 01:33 PM |
Q2 2023 |
490 |
$65.1M |
+$13M |
-$10.9M |
+$2.1M |
VRTX, FI, BIIB, MNST, ROST
|
13F-HR |
11/27/2023, 01:32 PM |
Q1 2023 |
424 |
$61.7M |
+$48.5M |
-$55.4M |
-$6.86M |
BIIB, GILD, VRTX, REGN, FI
|
13F-HR |
11/27/2023, 01:31 PM |
Q3 2022 |
216 |
$63.4M |
+$27.4M |
-$21.3M |
+$6.16M |
VRTX, AEP, XEL, AZN, GIS
|
13F-HR |
10/24/2022, 02:46 PM |
Q2 2022 |
246 |
$79.9M |
+$38.3M |
-$19.2M |
+$19.2M |
VRTX, DLTR, EXC, AEP, XEL
|
13F-HR |
8/15/2022, 03:35 PM |
Q1 2022 |
263 |
$93.4M |
+$70.6M |
-$38.8M |
+$31.8M |
DLTR, EXC, COST, CTSH, AVGO
|
13F-HR |
8/16/2022, 11:40 AM |
Q4 2021 |
292 |
$116M |
+$64.6M |
-$22.4M |
+$42.3M |
EXC, COST, MSFT, INTU, NVDA
|
13F-HR |
2/10/2022, 03:08 PM |
Q3 2021 |
357 |
$112M |
+$57.7M |
-$52.9M |
+$4.86M |
CSCO, MSFT, INTU, NVDA, GS
|
13F-HR |
11/8/2021, 12:38 PM |
Q2 2021 |
345 |
$119M |
+$40.9M |
-$49.4M |
-$8.51M |
AMAT, LRCX, ADI, CSCO, CAT
|
13F-HR |
7/29/2021, 10:50 AM |
Q1 2021 |
305 |
$123M |
+$65.2M |
-$75.5M |
-$10.4M |
CAT, TXN, AMAT, ALGN, KLAC
|
13F-HR |
5/6/2021, 05:01 PM |
Q4 2020 |
275 |
$126M |
+$59.9M |
-$47.1M |
+$12.8M |
CAT, NKE, UNH, WMT, AAPL
|
13F-HR |
1/29/2021, 12:11 PM |
Q3 2020 |
264 |
$132M |
+$79.2M |
-$54.3M |
+$24.9M |
MSFT, AAPL, CRM, AMGN, NVDA
|
13F-HR |
10/9/2020, 01:46 PM |
Q2 2020 |
168 |
$134M |
+$55.7M |
-$19.5M |
+$36.2M |
MSFT, AAPL, NVDA, EA, REGN
|
13F-HR |
8/11/2020, 11:47 AM |
Q1 2020 |
183 |
$157M |
+$86.3M |
-$47.2M |
+$39.1M |
MSFT, AAPL, ATVI, NVDA, BIIB
|
13F-HR |
4/13/2020, 03:59 PM |
Q4 2019 |
211 |
$241M |
+$132M |
-$49.3M |
+$82.8M |
MSFT, AAPL, CHTR, FI, COST
|
13F-HR |
2/7/2020, 08:12 AM |
Q3 2019 |
193 |
$258M |
+$203M |
-$49.8M |
+$154M |
V, SNPS, FI, WMT, XEL
|
13F-HR |
11/14/2019, 02:10 PM |
Q2 2019 |
106 |
$176M |
+$35.4M |
|
+$35.4M |
VGIT, BSV, MDLZ, SPSB, SHM
|
13F-HR |
8/12/2019, 04:02 PM |
Q1 2019 |
112 |
$159M |
|
|
|
VGIT, BSV, SPSB, SHM, MDLZ
|
13F-HR |
5/14/2019, 04:41 PM |
Q4 2018 |
156 |
$251M |
|
|
|
MSFT, COST, VRSK, ADBE, ORLY
|
13F-HR |
2/14/2019, 11:07 AM |
Q3 2018 |
235 |
$365M |
+$197M |
-$27.2M |
+$170M |
MSFT, CSCO, INTC, FOXA, V
|
13F-HR |
10/31/2018, 11:18 AM |
Q2 2018 |
272 |
$384M |
|
-$2.8M |
-$2.8M |
AKAM, FAST, WYNN, CTAS, ADBE
|
13F-HR |
8/3/2018, 10:38 AM |
Q1 2018 |
304 |
$415M |
+$243M |
-$66M |
+$177M |
AKAM, FAST, WYNN, CTAS, ADBE
|
13F-HR |
4/3/2018, 12:12 PM |
Q4 2017 |
251 |
$420M |
+$206M |
-$45.8M |
+$160M |
MSFT, WYNN, NVDA, META, MNST
|
13F-HR |
2/13/2018, 02:01 PM |
Q3 2017 |
239 |
$420M |
+$228M |
-$62.8M |
+$166M |
MSFT, BA, V, ATVI, MCD
|
Restatement |
11/2/2017, 09:06 AM |
Q2 2017 |
223 |
$415M |
+$212M |
-$59.8M |
+$152M |
MSFT, AAPL, CSX, WDC, AMAT
|
13F-HR |
8/23/2017, 09:40 AM |
Q1 2017 |
237 |
$415M |
+$227M |
-$58M |
+$169M |
AAPL, MSFT, MU, TXN, AMAT
|
13F-HR |
5/15/2017, 02:44 PM |
Q4 2016 |
240 |
$402M |
+$305M |
-$40.7M |
+$264M |
INTC, CSCO, MSFT, NVDA, JPM
|
13F-HR |
3/3/2017, 08:20 AM |
Q3 2016 |
218 |
$390M |
+$219M |
-$20.7M |
+$199M |
PG, JNJ, NVDA, AMAT, ISRG
|
13F-HR |
11/10/2016, 03:37 PM |
Q2 2016 |
205 |
$365M |
+$289M |
-$71.2M |
+$218M |
VZ, JNJ, XOM, KO, MCD
|
13F-HR |
8/15/2016, 12:24 PM |
Q1 2016 |
66 |
$314M |
+$254M |
-$45.6K |
+$254M |
MSFT, MCD, GEXXXX, SPTI, TFI
|
13F-HR |
5/13/2016, 10:18 AM |
Q4 2015 |
92 |
$247M |
+$165M |
-$1.04M |
+$164M |
PSK, MCD, NKE, MDLZ, AMZN
|
13F-HR |
2/9/2016, 08:42 AM |
Q3 2015 |
87 |
$154M |
+$120M |
-$6.09M |
+$114M |
IEI, AMZN, MDLZ, ORLY, EA
|
13F-HR |
11/16/2015, 02:01 PM |
Q2 2015 |
202 |
$326M |
+$217M |
-$21M |
+$196M |
AAPL, UNH, PFE, HD, SBUX
|
13F-HR |
8/10/2015, 04:45 PM |
Q1 2015 |
176 |
$307M |
+$174M |
-$19.5M |
+$154M |
UNH, HD, NKE, MMM, CSCO
|
13F-HR |
5/5/2015, 01:29 PM |
Q4 2014 |
173 |
$291M |
|
|
|
CSCO, INTC, MSFT, UNH, DD
|
13F-HR |
2/12/2015, 03:02 PM |