Q2 2025 |
168 |
$212M |
+$20.2M |
-$12.6M |
+$7.68M |
AAPL, MSFT, DGRO, ASND, TWN
|
13F-HR |
7/23/2025, 02:27 PM |
Q1 2025 |
165 |
$190M |
+$7.65M |
-$12.2M |
-$4.59M |
AAPL, DGRO, MSFT, ASND, DMA
|
13F-HR |
4/24/2025, 01:46 PM |
Q4 2024 |
169 |
$197M |
+$13.6M |
-$16.7M |
-$3.04M |
AAPL, MSFT, DGRO, ASND, DMA
|
13F-HR |
1/24/2025, 05:06 PM |
Q3 2024 |
176 |
$206M |
+$15.9M |
-$23.4M |
-$7.59M |
AAPL, DGRO, MSFT, ASND, DMB
|
13F-HR |
10/17/2024, 12:00 PM |
Q2 2024 |
181 |
$202M |
+$14.9M |
-$21.7M |
-$6.82M |
AAPL, MSFT, DGRO, ASND, LRCX
|
13F-HR |
7/30/2024, 04:44 PM |
Q1 2024 |
190 |
$208M |
+$26.3M |
-$18.2M |
+$8.06M |
MSFT, AAPL, DGRO, SWAV, ASND
|
13F-HR |
4/30/2024, 03:19 PM |
Q4 2023 |
196 |
$188M |
+$57.2M |
-$22.8M |
+$34.4M |
AAPL, DGRO, MSFT, SWAV, ASND
|
13F-HR |
2/8/2024, 04:40 PM |
Q3 2023 |
169 |
$142M |
+$9.01M |
-$10M |
-$1.04M |
DGRO, AAPL, MSFT, SWAV, FSCO
|
13F-HR |
10/13/2023, 10:28 AM |
Q2 2023 |
169 |
$161M |
+$7.43M |
-$715K |
+$6.72M |
AAPL, DGRO, MSFT, SWAV, FSCO
|
13F-HR |
8/2/2023, 10:14 AM |
Q1 2023 |
175 |
$155M |
+$45.1M |
-$2M |
+$43.1M |
AAPL, DGRO, MSFT, SWAV, ASND
|
13F-HR |
4/27/2023, 11:53 AM |
Q4 2022 |
131 |
$113M |
|
|
|
DGRO, AAPL, MSFT, ASND, NRGX
|
New Holdings |
1/24/2023, 12:46 PM |
Q4 2022 |
131 |
$113M |
+$33.3M |
-$298K |
+$33M |
DGRO, AAPL, MSFT, ASND, NRGX
|
13F-HR |
1/20/2023, 10:12 AM |
Q3 2022 |
83 |
$78.3M |
+$12.2M |
-$5.12M |
+$7.1M |
DGRO, AAPL, MSFT, ASND, NRGX
|
13F-HR |
11/8/2022, 03:53 PM |
Q2 2022 |
123 |
$105M |
+$25.5M |
-$3.56M |
+$22M |
DGRO, AAPL, MSFT, ASND, SWAV
|
13F-HR |
7/28/2022, 09:12 AM |
Q1 2022 |
123 |
$109M |
+$17.5M |
-$11.1M |
+$6.35M |
DGRO, AAPL, MSFT, AMZN, ASND
|
13F-HR |
4/12/2022, 02:23 PM |
Q4 2021 |
137 |
$145M |
+$50.4M |
-$86.7M |
-$36.3M |
AMLP, DGRO, MSFT, SBIO, AAPL
|
13F-HR |
2/4/2022, 02:56 PM |
Q3 2021 |
150 |
$272M |
+$32.1M |
-$71.3M |
-$39.1M |
PSTH, HFRO, ADX, CET, NXDT
|
13F-HR |
11/8/2021, 11:24 AM |
Q2 2021 |
148 |
$316M |
+$4.04M |
-$63.1M |
-$59M |
HFRO, CET, ADX, NXDT, CAF
|
13F-HR |
8/11/2021, 02:24 PM |
Q1 2021 |
165 |
$347M |
$0 |
$0 |
|
HFRO, CAF, ADX, CET, EDD
|
New Holdings |
5/17/2021, 12:44 PM |
Q1 2021 |
165 |
$347M |
+$27.9M |
-$28.3M |
-$389K |
HFRO, CAF, ADX, CET, EDD
|
13F-HR |
5/14/2021, 10:19 AM |
Q4 2020 |
156 |
$322M |
+$55.1M |
-$5.54M |
+$49.6M |
HFRO, NXDT, CAF, ADX, EDD
|
13F-HR |
2/12/2021, 03:54 PM |
Q3 2020 |
147 |
$248M |
+$21.2M |
-$51.4M |
-$30.2M |
CAF, ADX, HFRO, EDD, CET
|
13F-HR |
11/4/2020, 02:31 PM |
Q2 2020 |
155 |
$301M |
+$73M |
-$30.4M |
+$42.6M |
HFRO, FAX, EDD, ADX, NXDT
|
13F-HR |
7/28/2020, 12:06 PM |
Q1 2020 |
182 |
$254M |
+$178M |
-$5.04M |
+$173M |
HFRO, FAX, NXDT, EDD, VTA
|
13F-HR |
5/7/2020, 03:38 PM |
Q4 2019 |
113 |
$137M |
+$63.8M |
-$9.42M |
+$54.4M |
MUC, THOR, RMRM, NXDT, DNIF
|
13F-HR |
2/12/2020, 03:30 PM |
Q3 2019 |
97 |
$81.4M |
+$10.7M |
-$5.6M |
+$5.14M |
RMRM, NXDT, DNIF, GDL, STEW
|
13F-HR |
10/28/2019, 04:31 PM |
Q2 2019 |
97 |
$78.5M |
+$10.6M |
-$8.49M |
+$2.14M |
NXDT, RMRM, GDL, DNIF, EGIF
|
13F-HR |
8/12/2019, 05:43 PM |
Q1 2019 |
96 |
$82.8M |
+$20M |
-$7.49M |
+$12.5M |
RMRM, GDL, DNIF, EGIF, NXDT
|
13F-HR |
4/24/2019, 04:27 PM |
Q4 2018 |
100 |
$79.4M |
+$8.16M |
-$15.5M |
-$7.36M |
GDL, RMRM, MSF, DNIF, MXF
|
13F-HR |
1/18/2019, 01:36 PM |
Q3 2018 |
118 |
$109M |
+$9.02M |
-$23.1M |
-$14.1M |
AEF, RMRM, GDL, DNIF, MXF
|
13F-HR |
10/30/2018, 02:47 PM |
Q2 2018 |
121 |
$126M |
+$17.5M |
-$36.2M |
-$18.6M |
RMRM, AEF, CET, GDL, NXJ
|
13F-HR |
7/13/2018, 04:17 PM |
Q1 2018 |
129 |
$165M |
+$10.4M |
-$51.3M |
-$40.8M |
CET, RMRM, NXJ, GDL, MSF
|
13F-HR |
4/27/2018, 06:18 PM |
Q4 2017 |
132 |
$219M |
+$25M |
-$17.2M |
+$7.81M |
STEW, RMRM, CET, PEO, NXJ
|
13F-HR |
1/30/2018, 04:16 PM |
Q3 2017 |
122 |
$208M |
+$31.9M |
-$16.1M |
+$15.8M |
STEW, RMRM, ADX, CET, PEO
|
13F-HR |
10/20/2017, 02:50 PM |
Q2 2017 |
115 |
$195M |
+$27.6M |
-$11.7M |
+$15.8M |
STEW, RMRM, ADX, CET, PEO
|
13F-HR |
8/8/2017, 01:07 PM |
Q1 2017 |
106 |
$183M |
+$41.2M |
-$26.7M |
+$14.5M |
STEW, RMRM, ADX, PEO, CET
|
13F-HR |
4/19/2017, 04:06 PM |
Q4 2016 |
97 |
$183M |
+$40.6M |
-$16.4M |
+$24.1M |
STEW, RMRM, AWPXXXX, CET, GDL
|
13F-HR |
1/18/2017, 10:46 AM |
Q3 2016 |
98 |
$187M |
+$31.6M |
-$18.1M |
+$13.5M |
STEW, RMRM, AWPXXXX, BCX, CET
|
13F-HR |
10/20/2016, 06:58 PM |
Q2 2016 |
93 |
$185M |
+$43.7M |
-$42.9M |
+$853K |
STEW, RMRM, AWPXXXX, INF, BCX
|
13F-HR |
7/15/2016, 04:44 PM |
Q1 2016 |
98 |
$189M |
+$42.5M |
-$41.9M |
+$615K |
STEW, RNP, AWPXXXX, RMRM, E103PS
|
13F-HR |
5/2/2016, 07:03 PM |
Q4 2015 |
105 |
$199M |
|
|
|
STEW, RNP, AWPXXXX, AGC, AVK
|
13F-HR |
3/16/2016, 02:29 PM |