Q2 2025 |
53 |
$176M |
+$13.2M |
-$6.53M |
+$6.68M |
ORCL, TDG, AVGO, MSFT, ARLP
|
13F-HR |
8/7/2025, 06:50 PM |
Q1 2025 |
55 |
$156M |
+$22M |
-$26.7M |
-$4.7M |
ORCL, TDG, NXST, ARLP, MSFT
|
13F-HR |
5/14/2025, 03:50 PM |
Q4 2024 |
51 |
$157M |
+$7.52M |
-$5.56M |
+$1.96M |
QCOM, TDG, NXST, ARLP, AVGO
|
13F-HR |
2/14/2025, 03:23 PM |
Q3 2024 |
51 |
$159M |
+$12M |
-$6.07M |
+$5.93M |
TDG, QCOM, NXST, ARLP, SU
|
13F-HR |
11/13/2024, 02:31 PM |
Q2 2024 |
54 |
$152M |
+$4.85M |
-$5.5M |
-$649K |
QCOM, TDG, NXST, ARLP, SU
|
13F-HR |
8/6/2024, 06:29 PM |
Q1 2024 |
54 |
$145M |
+$5.3M |
-$13.9M |
-$8.6M |
QCOM, TDG, NXST, ARLP, SU
|
13F-HR |
5/16/2024, 01:51 PM |
Q4 2023 |
53 |
$140M |
+$6.73M |
-$1.17M |
+$5.56M |
QCOM, TDG, NXST, ARLP, EFX
|
13F-HR |
2/14/2024, 01:55 PM |
Q3 2023 |
55 |
$119M |
+$2.51M |
-$7.33M |
-$4.83M |
QCOM, TDG, NXST, ARLP, SU
|
13F-HR |
11/13/2023, 03:15 PM |
Q2 2023 |
55 |
$129M |
+$4.15M |
-$8.4M |
-$4.25M |
TDG, QCOM, NXST, CHD, ARLP
|
13F-HR |
8/14/2023, 05:29 PM |
Q1 2023 |
52 |
$126M |
+$6.02M |
-$1.7M |
+$4.32M |
QCOM, TDG, NXST, GME, ARLP
|
13F-HR |
5/11/2023, 05:17 PM |
Q4 2022 |
53 |
$113M |
+$1.19M |
-$2.01M |
-$824K |
QCOM, NXST, TDG, ARLP, SU
|
13F-HR |
2/9/2023, 02:48 PM |
Q3 2022 |
50 |
$107M |
+$9.66M |
-$1.81M |
+$7.85M |
QCOM, NXST, TDG, ARLP, GME
|
13F-HR |
11/10/2022, 01:01 PM |
Q2 2022 |
50 |
$115M |
+$6.32M |
-$2.66M |
+$3.65M |
QCOM, NXST, TDG, GME, CHD
|
13F-HR |
8/11/2022, 03:15 PM |
Q1 2022 |
50 |
$134M |
+$7.44M |
-$3.74M |
+$3.7M |
QCOM, NXST, GME, TDG, CHD
|
13F-HR |
5/11/2022, 06:37 PM |
Q4 2021 |
51 |
$138M |
+$5.48M |
-$1.52M |
+$3.96M |
QCOM, NXST, TDG, CHD, EFX
|
13F-HR |
2/11/2022, 04:18 PM |
Q3 2021 |
50 |
$122M |
+$4.12M |
-$6.55M |
-$2.43M |
QCOM, NXST, TDG, CHD, EFX
|
13F-HR |
11/10/2021, 03:27 PM |
Q2 2021 |
50 |
$127M |
+$4.41M |
-$4.99M |
-$574K |
QCOM, NXST, TDG, CHD, DIS
|
13F-HR |
8/12/2021, 06:16 PM |
Q1 2021 |
51 |
$119M |
+$4.21M |
-$3.57M |
+$639K |
QCOM, NXST, TDG, CHD, DIS
|
13F-HR |
5/12/2021, 08:20 PM |
Q4 2020 |
50 |
$112M |
+$3.09M |
-$5.58M |
-$2.49M |
QCOM, TDG, NXST, CHD, DIS
|
13F-HR |
2/11/2021, 07:23 PM |
Q3 2020 |
53 |
$100M |
+$859K |
-$1.92M |
-$1.06M |
QCOM, CHD, TDG, NXST, MA
|
13F-HR |
11/13/2020, 02:28 PM |
Q2 2020 |
48 |
$82.9M |
+$8.68M |
-$3.52M |
+$5.17M |
TDG, NXST, MA, V, EFX
|
13F-HR |
8/17/2020, 12:12 PM |
Q1 2020 |
53 |
$76.5M |
+$15.2M |
-$9.72M |
+$5.52M |
QCOM, CHD, EFX, V, BKNG
|
13F-HR |
5/12/2020, 02:51 PM |
Q4 2019 |
57 |
$96.8M |
+$9.49M |
-$10.8M |
-$1.3M |
QCOM, CHD, JAZZ, EFX, BKNG
|
13F-HR |
2/4/2020, 06:38 PM |
Q3 2019 |
57 |
$97.1M |
+$7.62M |
-$4.24M |
+$3.38M |
QCOM, CHD, EFX, BKNG, EBAY
|
13F-HR |
11/12/2019, 12:03 PM |
Q2 2019 |
50 |
$93.8M |
+$7.69M |
-$18M |
-$10.3M |
QCOM, CHD, EFX, EBAY, JAZZ
|
13F-HR |
8/13/2019, 05:54 PM |
Q1 2019 |
30 |
$97.8M |
+$1.7M |
-$317K |
+$1.38M |
QCOM, CHD, EFX, EBAY, JAZZ
|
13F-HR |
4/24/2019, 03:59 PM |
Q4 2018 |
31 |
$90.3M |
+$10.5M |
-$2.36M |
+$8.16M |
QCOM, CHD, EFX, JAZZ, BKNG
|
13F-HR |
2/14/2019, 01:40 PM |
Q3 2018 |
28 |
$99.9M |
+$5.77M |
-$69.8K |
+$5.7M |
QCOM, CHD, SU, EFX, JAZZ
|
13F-HR |
11/8/2018, 01:29 PM |
Q2 2018 |
29 |
$84.5M |
+$3.02M |
-$60.5K |
+$2.96M |
QCOM, CHD, SU, JAZZ, EFX
|
13F-HR |
8/3/2018, 01:53 PM |
Q1 2018 |
30 |
$99.1M |
+$2.19M |
-$4.97M |
-$2.78M |
QCOM, MON, CHD, SU, EFX
|
13F-HR |
5/14/2018, 01:46 PM |
Q4 2017 |
31 |
$109M |
+$2.71M |
-$1.93M |
+$785K |
QCOM, MON, SU, CHD, EFX
|
13F-HR |
2/7/2018, 06:31 PM |
Q3 2017 |
31 |
$101M |
+$14.9M |
-$12.5M |
+$2.43M |
QCOM, MON, SU, CHD, EFX
|
13F-HR |
11/14/2017, 04:40 PM |
Q2 2017 |
30 |
$101M |
+$8.55M |
-$7.63M |
+$923K |
QCOM, MON, AAPL, CHD, SU
|
13F-HR |
7/25/2017, 06:47 PM |
Q1 2017 |
24 |
$99.4M |
+$1.4M |
-$925K |
+$472K |
QCOM, MON, AAPL, CHD, SU
|
13F-HR |
5/5/2017, 06:25 PM |
Q4 2016 |
27 |
$94.7M |
+$7.28M |
-$1.05M |
+$6.24M |
QCOM, MON, AAPL, CHD, SU
|
13F-HR |
1/20/2017, 05:29 PM |
Q3 2016 |
27 |
$92.7M |
+$7.64M |
-$2.25M |
+$5.39M |
QCOM, MON, AAPL, CHD, SU
|
13F-HR |
10/17/2016, 04:13 PM |
Q2 2016 |
24 |
$82.6M |
|
|
|
QCOM, MON, AAPL, CHD, SU
|
13F-HR |
8/11/2016, 07:49 PM |