Q4 2024 |
30 |
$1.89B |
+$129M |
-$48.9M |
+$79.9M |
GOOGL, MSFT, FICO, UNH, META
|
13F-HR |
2/14/2025, 10:26 AM |
Q3 2024 |
29 |
$1.78B |
+$208M |
-$56.2M |
+$152M |
MSFT, FICO, GOOGL, UNH, MSCI
|
13F-HR |
11/13/2024, 10:42 AM |
Q2 2024 |
30 |
$1.53B |
+$338M |
-$42.5M |
+$295M |
MSFT, GOOGL, FICO, UNH, CPRT
|
13F-HR |
8/6/2024, 02:55 PM |
Q1 2024 |
29 |
$1.22B |
+$282M |
-$13.7M |
+$268M |
MSFT, GOOGL, CPRT, AON, UNH
|
13F-HR |
5/7/2024, 11:00 AM |
Q4 2023 |
30 |
$885M |
+$57.6M |
-$33.9M |
+$23.7M |
MSFT, CPRT, MSCI, AON, INTU
|
13F-HR |
2/14/2024, 10:48 AM |
Q3 2023 |
42 |
$1.17B |
+$486M |
-$129M |
+$357M |
MSFT, V, META, MSFT, AMZN
|
13F-HR |
11/14/2023, 09:52 AM |
Q2 2023 |
36 |
$853M |
+$153M |
-$56.9M |
+$95.7M |
MSFT, AON, CPRT, MSCI, MSCI
|
13F-HR |
8/9/2023, 05:49 PM |
Q1 2023 |
40 |
$863M |
+$189M |
-$71.7M |
+$118M |
TLT, MSFT, AON, GOOGL, MSCI
|
13F-HR |
5/12/2023, 05:22 PM |
Q4 2022 |
39 |
$782M |
+$134M |
-$175M |
-$41.4M |
MSFT, AON, CRM, GOOGL, MSCI
|
13F-HR |
2/10/2023, 11:06 AM |
Q3 2022 |
41 |
$950M |
+$400M |
-$48.6M |
+$351M |
GOOGL, MSFT, MSFT, AON, GOOGL
|
13F-HR |
11/7/2022, 03:21 PM |
Q2 2022 |
39 |
$715M |
+$120M |
-$20.7M |
+$99.7M |
MSFT, AON, GOOGL, MCO, MSCI
|
13F-HR |
8/11/2022, 03:02 PM |
Q1 2022 |
36 |
$789M |
+$68.5M |
-$42.7M |
+$25.9M |
MSFT, AON, GOOGL, MCO, ADBE
|
13F-HR |
5/12/2022, 12:48 PM |
Q4 2021 |
31 |
$865M |
+$87.9M |
-$22.8M |
+$65.1M |
MSFT, META, GOOGL, MCO, AON
|
13F-HR |
2/10/2022, 01:33 PM |
Q3 2021 |
34 |
$761M |
+$24.1M |
-$26M |
-$1.89M |
MSFT, META, MSCI, MCO, GOOGL
|
13F-HR |
11/5/2021, 04:57 PM |
Q2 2021 |
35 |
$759M |
+$34.9M |
-$32.2M |
+$2.65M |
META, MSFT, MCO, MSCI, ADBE
|
13F-HR |
8/13/2021, 11:39 AM |
Q1 2021 |
1 |
$4.7M |
$0 |
$0 |
|
CLOV
|
New Holdings |
5/24/2021, 05:11 PM |
Q1 2021 |
1 |
$15.6M |
$0 |
$0 |
|
CRCT
|
New Holdings |
5/21/2021, 03:01 PM |
Q1 2021 |
38 |
$655M |
+$70.9M |
-$32.2M |
+$38.8M |
MSFT, MCO, META, AON, MSCI
|
13F-HR |
5/13/2021, 12:00 PM |
Q4 2020 |
38 |
$666M |
+$88.9M |
-$9.37M |
+$79.5M |
MSFT, MCO, MSCI, AON, NKE
|
13F-HR |
2/12/2021, 11:06 AM |
Q3 2020 |
42 |
$627M |
+$150M |
-$76.2M |
+$74M |
MSFT, AON, MSFT, NKE, MCO
|
13F-HR |
11/12/2020, 10:15 AM |
Q2 2020 |
38 |
$601M |
+$205M |
-$35M |
+$170M |
FI, AON, AON, WFC, MCO
|
13F-HR |
7/31/2020, 10:47 AM |
Q1 2020 |
38 |
$391M |
+$128M |
-$24M |
+$104M |
AONXXXX, MSCI, NKE, MCO, MA
|
13F-HR |
5/11/2020, 12:52 PM |
Q4 2019 |
30 |
$368M |
+$14.9M |
-$6.82M |
+$8.04M |
AONXXXX, NKE, MSCI, MA, CPRT
|
13F-HR |
2/13/2020, 04:18 PM |
Q3 2019 |
36 |
$546M |
+$225M |
-$2.77M |
+$223M |
UNH, PYPL, TLT, META, AONXXXX
|
13F-HR |
11/12/2019, 10:10 AM |
Q2 2019 |
33 |
$494M |
+$194M |
-$1.4M |
+$193M |
GOOGL, CVS, AONXXXX, SCHW, MSCI
|
13F-HR |
8/9/2019, 11:34 AM |
Q1 2019 |
32 |
$338M |
+$50.8M |
-$110M |
-$59.5M |
AONXXXX, DIS, NKE, MSCI, MA
|
13F-HR |
5/13/2019, 10:35 AM |
Q4 2018 |
37 |
$546M |
+$200M |
-$91.3M |
+$108M |
SCHW, META, AAPL, WFC, MCO
|
13F-HR |
2/13/2019, 03:57 PM |
Q3 2018 |
34 |
$585M |
+$316M |
-$36M |
+$280M |
BKNG, SCHW, META, TSLA, SQ
|
13F-HR |
11/13/2018, 04:11 PM |
Q2 2018 |
33 |
$367M |
+$154M |
|
+$154M |
WFC, TSLA, AONXXXX, AZO, CL
|
13F-HR |
8/9/2018, 03:22 PM |
Q1 2018 |
29 |
$296M |
+$144M |
-$29.1M |
+$115M |
META, CL, NKE, AZO, AONXXXX
|
13F-HR |
5/14/2018, 04:11 PM |
Q4 2017 |
26 |
$238M |
+$44M |
-$123M |
-$78.6M |
AZO, AONXXXX, NKE, CL, AONXXXX
|
13F-HR |
2/13/2018, 09:27 AM |
Q3 2017 |
28 |
$301M |
+$36.9M |
-$3.75M |
+$33.1M |
AZO, NKE, CL, AONXXXX, MA
|
13F-HR |
11/13/2017, 11:03 AM |
Q2 2017 |
29 |
$374M |
+$236M |
-$6.21M |
+$230M |
AZO, ORLY, TSLA, NKE, CL
|
13F-HR |
8/11/2017, 03:01 PM |
Q1 2017 |
25 |
$145M |
+$17.4M |
-$87.4M |
-$69.9M |
CL, NKE, AZO, AONXXXX, MA
|
13F-HR |
5/12/2017, 10:40 AM |
Q4 2016 |
22 |
$197M |
|
|
|
NKE, NKE, CL, AONXXXX, MA
|
13F-HR |
2/13/2017, 10:33 AM |