Q2 2025 |
1,877 |
$13.3B |
+$5.96B |
-$8.92B |
-$2.96B |
SPY, FBTC, IBIT, NVDA, QQQ
|
13F-HR |
8/14/2025, 04:10 PM |
Q1 2025 |
2,036 |
$14.9B |
+$5.34B |
-$5.38B |
-$39M |
IVV, SPY, FBTC, IBIT, META
|
13F-HR |
5/15/2025, 04:09 PM |
Q4 2024 |
1,883 |
$15.8B |
+$7.36B |
-$4.25B |
+$3.11B |
IVV, SPY, FBTC, IBIT, FDX
|
13F-HR |
2/14/2025, 04:32 PM |
Q3 2024 |
1,837 |
$12.3B |
+$5.26B |
-$6.63B |
-$1.38B |
SPY, IVV, FBTC, IBIT, NVDA
|
13F-HR |
11/14/2024, 04:15 PM |
Q2 2024 |
1,956 |
$12.9B |
+$6.62B |
-$6.06B |
+$556M |
IVV, SPY, QQQ, FBTC, IBIT
|
13F-HR |
8/14/2024, 04:18 PM |
Q1 2024 |
1,803 |
$12.7B |
+$5.67B |
-$6.23B |
-$556M |
SPY, IBIT, FBTC, AMZN, QQQ
|
13F-HR |
5/15/2024, 04:03 PM |
Q4 2023 |
1,705 |
$12.2B |
+$6.49B |
-$6.38B |
+$102M |
SPY, FDX, AMZN, MSFT, MA
|
13F-HR |
2/14/2024, 04:21 PM |
Q3 2023 |
2,432 |
$12.8B |
+$6.33B |
-$7.44B |
-$1.11B |
SPY, SPY, FDX, FXI, EWZ
|
13F-HR |
11/14/2023, 04:52 PM |
Q2 2023 |
2,519 |
$11.6B |
+$5.78B |
-$5.14B |
+$645M |
NVDA, MSFT, SHW, WMT, AMZN
|
13F-HR |
8/14/2023, 05:19 PM |
Q1 2023 |
1,909 |
$10.4B |
+$4.92B |
-$4.93B |
-$19M |
V, BIO, TSLA, FDX, WFC
|
13F-HR |
5/15/2023, 04:48 PM |
Q4 2022 |
2,398 |
$12B |
+$5.24B |
-$4.46B |
+$786M |
FERG, AMZN, V, USB, LULU
|
13F-HR |
2/14/2023, 03:02 PM |
Q3 2022 |
2,740 |
$11.9B |
+$6.08B |
-$2.53B |
+$3.55B |
AMZN, AIG, EXPE, FIS, CBOE
|
13F-HR |
11/14/2022, 03:28 PM |
Q2 2022 |
2,396 |
$10.3B |
+$5.77B |
-$3.03B |
+$2.74B |
BIO, HIG, WFC, BAC, GEN
|
13F-HR |
8/15/2022, 04:20 PM |
Q1 2022 |
2,541 |
$11.1B |
+$6.3B |
-$3.9B |
+$2.39B |
XLF, WFC, HIG, AJG, SPY
|
13F-HR |
5/16/2022, 11:35 AM |
Q4 2021 |
2,073 |
$11B |
+$5.25B |
-$2.48B |
+$2.78B |
SPY, BIO, AJG, WFC, SPGI
|
13F-HR |
2/14/2022, 08:09 AM |
Q3 2021 |
1,949 |
$8.79B |
+$3.81B |
-$3.93B |
-$118M |
BIO, WTW, AJG, HIG, AVTR
|
13F-HR |
11/15/2021, 05:42 PM |
Q2 2021 |
1,845 |
$8.97B |
+$4.51B |
-$3.55B |
+$964M |
AMZN, USB, STT, SPGI, MA
|
Restatement |
11/15/2021, 05:42 PM |
Q1 2021 |
1,701 |
$7.54B |
+$3.61B |
-$3.7B |
-$86.2M |
TRP, BNS, AVTR, CB, USB
|
13F-HR |
5/17/2021, 03:35 PM |
Q4 2020 |
1,521 |
$7.44B |
+$4.07B |
-$1.68B |
+$2.4B |
AMZN, TRP, SPY, USB, BNS
|
13F-HR |
2/16/2021, 03:16 PM |
Q3 2020 |
1,312 |
$5.25B |
+$3.08B |
-$999M |
+$2.08B |
AMZN, TRP, BNS, CCK, DD
|
Restatement |
11/19/2020, 10:37 AM |
Q2 2020 |
1,201 |
$3.89B |
|
|
|
TRP, AMZN, SPY, BABA, TSLA
|
New Holdings |
9/15/2020, 12:36 PM |
Q2 2020 |
1,202 |
$3.89B |
+$2.88B |
-$522M |
+$2.36B |
TRP, AMZN, SPY, BABA, TSLA
|
13F-HR |
8/14/2020, 02:44 PM |
Q1 2020 |
1,093 |
$1.59B |
+$848M |
-$1.32B |
-$476M |
JD, AGN, CCXXU, CCXU, IPHI
|
13F-HR |
5/15/2020, 12:42 PM |
Q4 2019 |
1,248 |
$4.1B |
+$2.28B |
-$1.12B |
+$1.15B |
VST, LNG, D, FI, ETRN
|
13F-HR |
2/14/2020, 03:54 PM |
Q3 2019 |
977 |
$3.41B |
+$1.91B |
-$705M |
+$1.21B |
ETRN, COP, NRG, VST, LNG
|
13F-HR |
11/14/2019, 12:11 PM |
Q2 2019 |
956 |
$2.79B |
+$1.56B |
-$930M |
+$635M |
VST, COP, NRG, ETRN, ET
|
13F-HR |
8/14/2019, 11:25 AM |
Q1 2019 |
1,010 |
$2.88B |
+$1.54B |
-$1.06B |
+$477M |
CAG, COP, VST, CME, KDP
|
13F-HR |
5/15/2019, 05:06 PM |
Q4 2018 |
1,021 |
$2.57B |
+$1.66B |
-$454M |
+$1.21B |
SPY, KDP, SHPG, PAGP, SAVE
|
13F-HR |
2/14/2019, 10:40 AM |
Q3 2018 |
767 |
$2.25B |
+$1.4B |
-$435M |
+$970M |
SPY, TNDM, FTV, STZ, KDP
|
13F-HR |
11/14/2018, 11:08 AM |
Q2 2018 |
730 |
$1.84B |
+$1.14B |
-$249M |
+$887M |
TNDM, FPACU, EQHXXXX, SHW, AMZN
|
13F-HR |
8/14/2018, 12:23 PM |
Q1 2018 |
714 |
$1.33B |
+$766M |
-$257M |
+$510M |
META, AMZN, TPGHU, CME, DWDP
|
13F-HR |
5/15/2018, 10:33 AM |
Q4 2017 |
709 |
$1.22B |
+$703M |
-$262M |
+$441M |
TPGHU, BYD, ERI, CZRXXXX, HAE
|
13F-HR |
2/14/2018, 10:05 AM |
Q3 2017 |
552 |
$1.09B |
+$713M |
-$218M |
+$495M |
IGT, SWK, TPGHU, FDC, MRK
|
13F-HR |
11/14/2017, 02:15 PM |
Q2 2017 |
581 |
$969M |
+$600M |
-$293M |
+$307M |
ATH, TPGHU, QQQXXXX, AKAOQ, MRK
|
13F-HR |
8/14/2017, 10:09 AM |
Q1 2017 |
571 |
$990M |
+$634M |
-$177M |
+$457M |
AMCXXXX, ATH, MCD, SBGI, XLE
|
13F-HR |
5/15/2017, 11:02 AM |
Q4 2016 |
526 |
$772M |
+$531M |
-$151M |
+$381M |
AMGN, LLY, UNH, V, ABBV
|
13F-HR |
2/14/2017, 09:01 AM |
Q3 2016 |
398 |
$589M |
+$419M |
-$89.4M |
+$329M |
AMZN, CONE, DVMT, TAP, COMM
|
13F-HR |
11/14/2016, 12:11 PM |
Q2 2016 |
415 |
$442M |
+$378M |
-$43.6M |
+$334M |
CSAL, CHTR, COMM, SBACXXXX, INXN
|
13F-HR |
8/15/2016, 09:46 AM |
Q1 2016 |
298 |
$245M |
|
|
|
STOR, SPY, QTS, BXLT, GLD
|
13F-HR |
5/16/2016, 02:00 PM |