Q4 2024 |
86 |
$746M |
+$35M |
-$24.4M |
+$10.6M |
NVDA, AAPL, GOOG, MSFT, PLTR
|
13F-HR |
2/4/2025, 10:55 AM |
Q3 2024 |
80 |
$701M |
+$31.6M |
-$32.8M |
-$1.23M |
NVDA, AAPL, GOOG, MSFT, AMD
|
13F-HR |
11/5/2024, 04:17 PM |
Q2 2024 |
82 |
$677M |
+$80.6M |
-$22.3M |
+$58.3M |
NVDA, GOOG, AAPL, MSFT, AMD
|
13F-HR |
8/7/2024, 01:29 PM |
Q1 2024 |
83 |
$666M |
+$13.8M |
-$58.7M |
-$44.9M |
NVDA, MSFT, GOOG, AAPL, PWR
|
13F-HR |
5/7/2024, 03:37 PM |
Q4 2023 |
86 |
$614M |
+$24.8M |
-$16.1M |
+$8.71M |
NVDA, GOOG, MSFT, AAPL, AMD
|
13F-HR |
1/29/2024, 03:40 PM |
Q3 2023 |
85 |
$544M |
+$16.9M |
-$31.8M |
-$14.9M |
NVDA, AAPL, GOOG, MSFT, CVX
|
13F-HR |
11/8/2023, 02:46 PM |
Q2 2023 |
83 |
$579M |
+$36.1M |
-$40.4M |
-$4.31M |
NVDA, AAPL, MSFT, GOOG, PWR
|
13F-HR |
8/10/2023, 04:25 PM |
Q1 2023 |
85 |
$567M |
+$36M |
-$21.4M |
+$14.6M |
NVDA, AAPL, MSFT, CVX, GOOG
|
13F-HR |
5/8/2023, 04:47 PM |
Q4 2022 |
85 |
$518M |
+$35.4M |
-$17.3M |
+$18.1M |
CVX, AAPL, NVDA, MSFT, GOOG
|
13F-HR |
2/6/2023, 03:26 PM |
Q3 2022 |
82 |
$464M |
+$61M |
-$6.18M |
+$54.8M |
AAPL, CVX, GOOG, MSFT, NVDA
|
13F-HR |
11/7/2022, 03:50 PM |
Q2 2022 |
86 |
$493M |
+$43.5M |
-$12.7M |
+$30.8M |
AAPL, GOOG, CVX, MSFT, NVDA
|
13F-HR |
7/25/2022, 06:06 PM |
Q1 2022 |
88 |
$612M |
+$63.4M |
-$32.4M |
+$31.1M |
NVDA, AAPL, GOOG, CVX, NET
|
13F-HR |
5/10/2022, 03:33 PM |
Q4 2021 |
93 |
$644M |
+$55.5M |
-$9.33M |
+$46.2M |
NVDA, AAPL, GOOG, CVX, MSFT
|
13F-HR |
1/28/2022, 03:42 PM |
Q3 2021 |
351 |
$607M |
+$61.1M |
-$43.6M |
+$17.5M |
GOOG, AAPL, CVX, NVDA, MSFT
|
13F-HR |
10/25/2021, 02:08 PM |
Q2 2021 |
343 |
$613M |
+$86M |
-$72.2M |
+$13.8M |
GOOG, CVX, AAPL, NVDA, GVA
|
13F-HR |
8/3/2021, 12:44 PM |
Q1 2021 |
347 |
$559M |
+$69.7M |
-$41.8M |
+$27.9M |
CVX, AAPL, GOOG, GVA, IEMG
|
13F-HR |
4/27/2021, 12:19 PM |
Q4 2020 |
335 |
$487M |
+$75.9M |
-$48.9M |
+$27M |
AAPL, CVX, GOOG, MSFT, IEMG
|
13F-HR |
1/27/2021, 08:14 AM |
Q3 2020 |
319 |
$394M |
+$36.5M |
-$18.9M |
+$17.6M |
CVX, AAPL, MSFT, GOOG, NVDA
|
13F-HR |
11/6/2020, 08:10 AM |
Q2 2020 |
334 |
$378M |
+$42.6M |
-$55M |
-$12.4M |
CVX, AAPL, MSFT, GOOG, IEMG
|
13F-HR |
8/4/2020, 12:49 PM |
Q1 2020 |
260 |
$353M |
+$78M |
-$38.4M |
+$39.6M |
CVX, NVDA, GOOG, MSFT, FXI
|
13F-HR |
4/21/2020, 04:15 PM |
Q4 2019 |
262 |
$436M |
+$37.2M |
-$34.6M |
+$2.67M |
CVX, IEMG, EPI, SBRA, FXI
|
13F-HR |
2/7/2020, 03:34 PM |
Q3 2019 |
255 |
$419M |
+$48.6M |
-$34M |
+$14.6M |
CVX, T, EPI, SVC, XOM
|
13F-HR |
10/28/2019, 01:30 PM |
Q2 2019 |
253 |
$425M |
+$52.3M |
-$35M |
+$17.3M |
CVX, IEMG, FXI, IBM, T
|
13F-HR |
7/10/2019, 01:36 PM |
Q1 2019 |
275 |
$426M |
+$24M |
-$24.3M |
-$289K |
CVX, DIS, FXI, AAPL, IBM
|
13F-HR |
4/15/2019, 05:26 PM |
Q4 2018 |
271 |
$401M |
+$27.4M |
-$28.6M |
-$1.21M |
CVX, DIS, NFLX, FXI, T
|
13F-HR |
1/15/2019, 01:27 PM |
Q3 2018 |
287 |
$474M |
+$67M |
-$13.6M |
+$53.4M |
CVX, NFLX, DIS, AAPL, GS
|
13F-HR |
11/5/2018, 11:41 AM |
Q2 2018 |
301 |
$442M |
+$59.9M |
-$82.6M |
-$22.7M |
CVX, DIS, NFLX, GVA, GS
|
Restatement |
11/26/2018, 08:22 AM |
Q1 2018 |
384 |
$416M |
+$65.7M |
-$23.6M |
+$42.1M |
CVX, GS, DIS, GVA, T
|
13F-HR |
5/14/2018, 06:43 PM |
Q4 2017 |
433 |
$409M |
+$34.1M |
-$19.4M |
+$14.7M |
CVX, FAS, DIS, GVA, GS
|
13F-HR |
2/14/2018, 02:51 PM |
Q3 2017 |
359 |
$390M |
+$41.6M |
-$19.9M |
+$21.7M |
CVX, GS, GVA, DIS, T
|
13F-HR |
2/5/2019, 08:42 AM |
Q2 2017 |
285 |
$357M |
+$44.3M |
-$14.9M |
+$29.3M |
CVX, FAS, GS, DIS, GVA
|
13F-HR |
2/4/2019, 01:43 PM |
Q1 2017 |
113 |
$339M |
+$42M |
-$8.91M |
+$33.1M |
CVX, FAS, DIS, GVA, GS
|
13F-HR |
5/9/2017, 03:33 PM |
Q4 2016 |
104 |
$293M |
+$13.4M |
-$28.7M |
-$15.3M |
CVX, FAS, GS, DIS, HPT
|
13F-HR |
2/13/2017, 04:27 PM |
Q3 2016 |
114 |
$320M |
+$7.49M |
-$68.1M |
-$60.6M |
CVX, SLVO, GGN, DIS, HPT
|
13F-HR |
11/10/2016, 03:17 PM |
Q2 2016 |
114 |
$368M |
+$126M |
-$11.2M |
+$115M |
CVX, XOM, TARO, SLVO, T
|
Restatement |
8/9/2016, 02:53 PM |
Q1 2016 |
99 |
$259M |
+$32.4M |
-$20.9M |
+$11.5M |
CVX, TARO, XOM, IEP, T
|
13F-HR |
5/13/2016, 01:42 PM |
Q4 2015 |
102 |
$268M |
|
|
|
CVX, TARO, BWLD, IEP, XOM
|
13F-HR |
2/16/2016, 05:55 PM |