Q4 2024 |
256 |
$496M |
+$411M |
-$224M |
+$186M |
JNJ, KVUE, F, CMCSA, GE
|
13F-HR |
2/18/2025, 05:07 PM |
Q3 2024 |
262 |
$309M |
+$237M |
-$443M |
-$206M |
NVDA, KMX, MSFT, BRKB, AMZN
|
13F-HR |
11/15/2024, 08:53 PM |
Q2 2024 |
219 |
$510M |
+$492M |
-$27.7M |
+$464M |
NKE, CRM, CMG, MU, BRKB
|
13F-HR |
7/19/2024, 11:58 AM |
Q4 2023 |
265 |
$44.7M |
+$27.7M |
-$220M |
-$192M |
JNJ, AMZN, AAPL, BRKB, C
|
13F-HR |
2/23/2024, 06:31 PM |
Q3 2023 |
302 |
$228M |
+$178M |
-$137M |
+$41.8M |
AVB, HD, T, LMT, NVDA
|
13F-HR |
11/29/2023, 05:48 PM |
Q2 2023 |
477 |
$190M |
+$150M |
-$115M |
+$35.6M |
HUM, AMZN, ACN, CVS, T
|
13F-HR |
8/15/2023, 06:56 PM |
Q4 2022 |
310 |
$148M |
+$136M |
-$1.48M |
+$135M |
DUK, CAR, OC, KRC, CHRW
|
13F-HR |
3/24/2023, 06:52 PM |
Q3 2022 |
362 |
$38M |
+$27.6M |
-$5.39M |
+$22.2M |
COP, CSX, MKC, LSI, OZK
|
13F-HR |
11/15/2022, 04:39 PM |
Q2 2022 |
372 |
$37.3M |
+$22.9M |
-$25.2M |
-$2.25M |
MKC, PNC, STZ, RPM, DD
|
13F-HR |
8/15/2022, 09:28 PM |
Q1 2022 |
461 |
$111M |
+$70.2M |
-$9.84M |
+$60.3M |
HPQ, RITM, HUM, MRK, AMAT
|
13F-HR |
5/13/2022, 05:39 PM |
Q4 2021 |
412 |
$69.7M |
+$43.4M |
-$39.8M |
+$3.64M |
MCO, GIS, D, X, DUK
|
13F-HR |
2/14/2022, 04:35 PM |
Q3 2021 |
220 |
$46.9M |
$0 |
$0 |
|
JNJ, PFE, CL, INTC, LHX
|
13F-HR |
11/15/2021, 06:27 PM |
Q2 2021 |
419 |
$99.1M |
+$66.9M |
-$60.7M |
+$6.18M |
GIS, WU, JNJ, AME, CCL
|
13F-HR |
8/13/2021, 05:56 PM |
Q1 2021 |
457 |
$91.3M |
+$65.5M |
-$68M |
-$2.53M |
KO, NKE, RPM, MAS, PNC
|
13F-HR |
10/7/2021, 04:16 PM |
Q4 2020 |
395 |
$89.8M |
+$57.3M |
-$21.6M |
+$35.7M |
CSCO, DUK, JNJ, CVS, ATUS
|
13F-HR |
2/16/2021, 02:52 PM |
Q3 2020 |
441 |
$98.8M |
+$71.1M |
-$19.2M |
+$51.9M |
PNC, NDAQ, MCD, CVS, ICE
|
13F-HR |
11/16/2020, 07:14 PM |
Q2 2020 |
435 |
$87.2M |
+$62.9M |
-$14.8M |
+$48.1M |
CL, JNJ, PFE, INTC, LHX
|
Restatement |
8/17/2020, 02:41 PM |
Q1 2020 |
441 |
$61.4M |
+$50M |
-$17.7M |
+$32.3M |
TT, ETR, TJX, COST, ALLE
|
13F-HR |
5/15/2020, 04:19 PM |
Q4 2019 |
247 |
$86.5M |
+$62.6M |
-$28.7M |
+$33.9M |
XRAY, GILD, FNF, UPS, FLT
|
13F-HR |
2/12/2020, 05:32 PM |
Q3 2019 |
267 |
$150M |
+$118M |
-$20.6M |
+$97.4M |
ALXN, SYF, TWOXXXX, VRTX, ODFL
|
13F-HR |
11/20/2019, 04:58 PM |
Q2 2019 |
253 |
$177M |
+$140M |
-$13.7M |
+$126M |
DATA, T, INTU, BMY, BBT
|
13F-HR |
8/14/2019, 05:44 PM |
Q1 2019 |
275 |
$176M |
+$147M |
-$17.7M |
+$129M |
CAH, MKC, CAR, COST, UDR
|
13F-HR |
5/15/2019, 09:34 AM |
Q4 2018 |
226 |
$127M |
|
|
|
AAP, SMG, FDX, RPM, BFH
|
13F-HR |
2/14/2019, 08:08 AM |