Q2 2025 |
256 |
$245M |
+$3.98M |
-$2.73M |
+$1.25M |
SPY, NVDA, SYY, KKR, NFLX
|
Restatement |
8/28/2025, 04:07 PM |
Q1 2025 |
235 |
$220M |
+$16M |
-$16.2M |
-$235K |
SPY, SYY, NVDA, KKR, AAPL
|
13F-HR |
5/15/2025, 08:49 AM |
Q4 2024 |
290 |
$228M |
+$28.8M |
-$12.5M |
+$16.3M |
SPY, SYY, KKR, AAPL, NVDA
|
13F-HR |
2/14/2025, 11:08 AM |
Q3 2024 |
101 |
$209M |
+$25M |
-$9.11M |
+$15.9M |
SPY, SYY, KKR, AAPL, XOM
|
13F-HR |
11/14/2024, 05:26 PM |
Q2 2024 |
81 |
$183M |
+$21.7M |
-$6.91M |
+$14.8M |
SPY, SYY, KKR, AAPL, XOM
|
13F-HR |
8/13/2024, 04:41 PM |
Q1 2024 |
75 |
$164M |
+$11.5M |
-$23.8M |
-$12.3M |
SPY, SYY, AAPL, MQ, WES
|
Restatement |
5/15/2024, 05:13 PM |
Q4 2023 |
86 |
$163M |
+$4.11M |
-$141M |
-$137M |
SPY, SYY, MQ, WES, AAPL
|
13F-HR |
2/14/2024, 04:39 PM |
Q3 2023 |
155 |
$298M |
+$8.69M |
-$40.7M |
-$32M |
SPY, SYY, EEM, SPY, AAPL
|
13F-HR |
11/13/2023, 04:35 PM |
Q2 2023 |
185 |
$342M |
+$106M |
-$257M |
-$151M |
SPY, SYY, EEM, AAPL, MSFT
|
Restatement |
8/25/2023, 07:09 PM |
Q1 2023 |
172 |
$475M |
+$180M |
-$35.6M |
+$144M |
IP, SYY, EEM, AAPL, MCD
|
13F-HR |
5/15/2023, 11:53 AM |
Q4 2022 |
157 |
$311M |
+$89.5M |
-$43.9M |
+$45.6M |
SPY, SYY, EEM, SPY, AAPL
|
13F-HR |
2/14/2023, 02:23 PM |
Q3 2022 |
122 |
$264M |
+$17.2M |
-$350M |
-$333M |
SPY, SPY, SYY, AAPL, MCD
|
13F-HR |
11/14/2022, 03:24 PM |
Q2 2022 |
147 |
$662M |
+$33.6M |
-$79.2M |
-$45.7M |
SPY, SPY, SYY, SPY, AAPL
|
13F-HR |
8/12/2022, 03:17 PM |
Q1 2022 |
181 |
$928M |
+$302M |
-$101M |
+$201M |
SPY, SPY, SPY, SYY, XLB
|
13F-HR |
5/13/2022, 04:28 PM |
Q4 2021 |
155 |
$774M |
+$42.7M |
-$329M |
-$286M |
SPY, SPY, EFA, AAPL, SBUX
|
13F-HR |
2/10/2022, 02:00 PM |
Q3 2021 |
117 |
$199M |
+$20.4M |
-$11.4M |
+$9.1M |
AAPL, SBUX, INTC, MCD, MRK
|
13F-HR |
11/12/2021, 01:04 PM |
Q2 2021 |
117 |
$194M |
+$33.3M |
-$18.7M |
+$14.7M |
AAPL, INTC, SBUX, MCD, ABBV
|
13F-HR |
8/13/2021, 12:26 PM |
Q1 2021 |
115 |
$173M |
+$42.6M |
-$15.7M |
+$26.9M |
SBUX, AAPL, MRK, INTC, ABBV
|
13F-HR |
5/14/2021, 12:53 PM |
Q4 2020 |
108 |
$763M |
+$189M |
-$20.8M |
+$168M |
SPY, SPY, EFA, LQD, AAPL
|
13F-HR |
1/13/2021, 04:06 PM |
Q3 2020 |
109 |
$636M |
+$336M |
-$22.6M |
+$314M |
SPY, SPY, IWM, EFA, IWM
|
13F-HR |
11/10/2020, 08:58 AM |
Q2 2020 |
81 |
$314M |
+$204M |
-$5.05M |
+$199M |
SPY, IWM, SPY, IWM, INTC
|
13F-HR |
8/11/2020, 02:44 PM |
Q1 2020 |
82 |
$103M |
+$20.6M |
-$15.5M |
+$5.12M |
SPY, INTC, MRK, SBUX, SPY
|
13F-HR |
5/12/2020, 12:13 PM |
Q4 2019 |
91 |
$130M |
+$20.1M |
-$5.87M |
+$14.2M |
INTC, SPY, MRK, SBUX, MCD
|
13F-HR |
2/4/2020, 05:06 PM |
Q3 2019 |
93 |
$122M |
+$11.3M |
-$6.26M |
+$5.05M |
INTC, MRK, SBUX, MCD, VZ
|
13F-HR |
11/4/2019, 02:41 PM |
Q2 2019 |
90 |
$130M |
+$37M |
-$1.63M |
+$35.4M |
INTC, MRK, SBUX, MCD, VZ
|
13F-HR |
7/29/2019, 09:59 AM |
Q1 2019 |
366 |
$111M |
+$17.1M |
-$139M |
-$122M |
INTC, MRK, SBUX, MO, DWDP
|
13F-HR |
4/11/2019, 08:34 AM |
Q4 2018 |
349 |
$99.3M |
|
|
|
INTC, MRK, SBUX, DWDP, MO
|
13F-HR |
1/22/2019, 11:33 AM |