Q1 2025 |
105 |
$317M |
+$3.53M |
-$6.36M |
-$2.83M |
AAPL, JPM, MSFT, BX, BAC
|
13F-HR |
4/10/2025, 10:25 AM |
Q4 2024 |
110 |
$325M |
+$2.98M |
-$4.82M |
-$1.84M |
AAPL, MSFT, JPM, BX, GOOG
|
13F-HR |
1/13/2025, 02:09 PM |
Q3 2024 |
103 |
$332M |
+$2.33M |
-$6.16M |
-$3.83M |
AAPL, MSFT, JPM, BX, GOOG
|
13F-HR |
10/7/2024, 11:41 AM |
Q2 2024 |
102 |
$311M |
+$8.54M |
-$4.03M |
+$4.51M |
AAPL, MSFT, JPM, GOOG, BAC
|
13F-HR |
7/15/2024, 01:04 PM |
Q1 2024 |
98 |
$312M |
+$8.43M |
-$4.14M |
+$4.29M |
MSFT, AAPL, JPM, GOOG, BX
|
13F-HR |
4/11/2024, 01:55 PM |
Q4 2023 |
97 |
$288M |
+$3.66M |
-$4.03M |
-$369K |
AAPL, MSFT, JPM, BX, GOOG
|
13F-HR |
1/22/2024, 01:58 PM |
Q3 2023 |
98 |
$264M |
+$1.73M |
-$1.68M |
+$44.6K |
AAPL, MSFT, JPM, GOOG, BX
|
13F-HR |
10/16/2023, 12:35 PM |
Q2 2023 |
101 |
$279M |
+$6.62M |
-$1.94M |
+$4.68M |
AAPL, MSFT, JPM, PEP, GOOG
|
13F-HR |
7/25/2023, 09:16 AM |
Q1 2023 |
100 |
$266M |
+$6.44M |
-$1.1M |
+$5.34M |
AAPL, MSFT, JPM, PEP, GIS
|
13F-HR |
4/13/2023, 12:48 PM |
Q4 2022 |
100 |
$256M |
+$8.42M |
-$2.59M |
+$5.84M |
AAPL, MSFT, JPM, PEP, NEE
|
13F-HR |
1/24/2023, 01:25 PM |
Q3 2022 |
98 |
$232M |
+$12.8M |
-$853K |
+$11.9M |
AAPL, MSFT, NEE, PEP, JNJ
|
13F-HR |
10/13/2022, 12:43 PM |
Q2 2022 |
100 |
$245M |
+$6.46M |
-$14.5M |
-$8.01M |
AAPL, MSFT, JNJ, PEP, GOOG
|
13F-HR |
7/19/2022, 12:28 PM |
Q1 2022 |
104 |
$300M |
+$41.2M |
-$16.1M |
+$25.1M |
AAPL, MSFT, GOOG, BX, NEE
|
13F-HR |
5/12/2022, 12:20 PM |
Q4 2021 |
94 |
$268M |
+$4.06M |
-$4.43M |
-$363K |
AAPL, MSFT, GOOG, JPM, NEE
|
13F-HR |
1/12/2022, 12:32 PM |
Q3 2021 |
93 |
$248M |
+$8.62M |
-$20.8M |
-$12.2M |
AAPL, MSFT, JPM, GOOG, BAC
|
13F-HR |
11/5/2021, 11:45 AM |
Q2 2021 |
93 |
$247M |
+$4.43M |
-$12M |
-$7.61M |
AAPL, MSFT, JPM, GOOG, BAC
|
13F-HR |
7/30/2021, 01:10 PM |
Q1 2021 |
94 |
$249M |
+$10.1M |
-$6.37M |
+$3.76M |
AAPL, MSFT, JPM, BAC, GOOG
|
13F-HR |
4/9/2021, 10:51 AM |
Q4 2020 |
82 |
$218M |
+$10.5M |
-$2.45M |
+$8.02M |
AAPL, MSFT, JPM, DIS, NEE
|
13F-HR |
1/21/2021, 02:51 PM |
Q3 2020 |
88 |
$213M |
+$12.6M |
-$3.38M |
+$9.17M |
AAPL, MSFT, UPS, MKC, JNJ
|
13F-HR |
10/16/2020, 10:54 AM |
Q2 2020 |
88 |
$202M |
+$7.95M |
-$1.03M |
+$6.92M |
AAPL, MSFT, MKC, JNJ, STAG
|
13F-HR |
7/17/2020, 01:12 PM |
Q1 2020 |
87 |
$170M |
+$4.74M |
-$2.03M |
+$2.71M |
AAPL, MSFT, JNJ, NEE, PEP
|
13F-HR |
4/14/2020, 02:31 PM |
Q4 2019 |
89 |
$222M |
+$7.74M |
-$3.12M |
+$4.62M |
AAPL, JPM, MSFT, JNJ, BAC
|
13F-HR |
1/14/2020, 12:37 PM |
Q3 2019 |
88 |
$207M |
+$11.4M |
-$3.92M |
+$7.48M |
AAPL, JPM, MSFT, PEP, JNJ
|
13F-HR |
10/10/2019, 01:31 PM |
Q2 2019 |
87 |
$200M |
+$8.76M |
-$4.95M |
+$3.81M |
AAPL, MSFT, JNJ, JPM, PEP
|
13F-HR |
7/12/2019, 12:42 PM |
Q1 2019 |
82 |
$196M |
+$4.78M |
-$2.67M |
+$2.11M |
JNJ, AAPL, STAG, MSFT, MKC
|
13F-HR |
4/5/2019, 03:14 PM |
Q4 2018 |
79 |
$175M |
+$11.1M |
-$17.7M |
-$6.6M |
JNJ, STAG, MKC, JPM, PEP
|
13F-HR |
1/18/2019, 09:10 AM |
Q3 2018 |
76 |
$186M |
+$7.58M |
-$3.68M |
+$3.9M |
JNJ, XOM, JPM, STAG, MSFT
|
13F-HR |
10/12/2018, 08:56 AM |
Q2 2018 |
81 |
$187M |
+$2.91M |
-$7.42M |
-$4.51M |
STAG, XOM, AAPL, JPM, JNJ
|
13F-HR |
7/20/2018, 12:39 PM |
Q1 2018 |
82 |
$187M |
+$4.26M |
-$3.72M |
+$536K |
JPM, XOM, JNJ, AAPL, INTC
|
Restatement |
4/9/2018, 05:01 PM |
Q4 2017 |
82 |
$199M |
+$9.09M |
-$6.22M |
+$2.86M |
XOM, JPM, JNJ, STAG, AAPL
|
13F-HR |
1/19/2018, 01:58 PM |
Q3 2017 |
80 |
$190M |
+$14.2M |
-$2.67M |
+$11.5M |
XOM, JNJ, JPM, AAPL, PEP
|
13F-HR |
10/12/2017, 04:27 PM |
Q2 2017 |
77 |
$184M |
+$4.83M |
-$2.19M |
+$2.65M |
XOM, STAG, JNJ, JPM, AAPL
|
13F-HR |
7/19/2017, 03:31 PM |
Q1 2017 |
77 |
$179M |
+$4.39M |
-$4.22M |
+$170K |
XOM, STAG, AAPL, JNJ, JPM
|
13F-HR |
4/28/2017, 10:20 AM |
Q4 2016 |
78 |
$177M |
+$4.13M |
-$6.36M |
-$2.23M |
XOM, STAG, GEXXXX, JPM, JNJ
|
13F-HR |
1/27/2017, 09:23 AM |
Q3 2016 |
78 |
$174M |
+$7.44M |
-$2.17M |
+$5.27M |
XOM, STAG, GEXXXX, JNJ, CL
|
13F-HR |
10/21/2016, 11:49 AM |
Q2 2016 |
74 |
$169M |
+$8.75M |
-$4.88M |
+$3.87M |
XOM, STAG, GEXXXX, JNJ, GIS
|
13F-HR |
7/29/2016, 10:34 AM |
Q1 2016 |
81 |
$173M |
+$4.55M |
-$943K |
+$3.61M |
XOM, PNY, GEXXXX, STAG, CL
|
13F-HR |
4/15/2016, 04:00 PM |
Q4 2015 |
80 |
$165M |
|
|
|
XOM, PNY, GEXXXX, CL, JNJ
|
13F-HR |
4/15/2016, 03:54 PM |