Q4 2024 |
57 |
$127M |
+$5.06M |
-$8.66M |
-$3.6M |
MSFT, AVGO, AAPL, ETN, JPM
|
13F-HR |
2/11/2025, 01:17 PM |
Q3 2024 |
60 |
$133M |
+$7.46M |
-$12.6M |
-$5.11M |
MSFT, AAPL, ETN, AVGO, UNH
|
13F-HR |
11/14/2024, 01:06 PM |
Q2 2024 |
60 |
$136M |
+$2.03M |
-$2.7M |
-$662K |
MSFT, AAPL, ETN, GOOGL, AVGO
|
13F-HR |
8/13/2024, 02:24 PM |
Q1 2024 |
60 |
$134M |
+$3.26M |
-$11.5M |
-$8.29M |
MSFT, AAPL, ETN, MA, JPM
|
13F-HR |
5/13/2024, 05:39 PM |
Q4 2023 |
82 |
$132M |
+$10.4M |
-$5.79M |
+$4.6M |
MSFT, AAPL, UNH, ACN, ETN
|
13F-HR |
2/9/2024, 04:47 PM |
Q3 2023 |
84 |
$115M |
+$5.13M |
-$9.22M |
-$4.08M |
MSFT, AAPL, UNH, ETN, ACN
|
13F-HR |
11/13/2023, 07:51 AM |
Q2 2023 |
86 |
$124M |
+$5.22M |
-$8.08M |
-$2.86M |
MSFT, AAPL, GOOGL, UNH, ETN
|
13F-HR |
8/14/2023, 11:30 AM |
Q1 2023 |
79 |
$120M |
|
|
|
MSFT, AAPL, GOOGL, MA, UNH
|
13F-HR |
5/12/2023, 11:34 AM |
Q4 2022 |
50 |
$84.7M |
|
|
|
MA, ACN, ETN, BAC, VLO
|
13F-HR |
2/14/2023, 08:35 AM |
Q3 2022 |
85 |
$121M |
+$16.2M |
-$2.77M |
+$13.5M |
MSFT, AAPL, UNH, GOOGL, MA
|
13F-HR |
11/10/2022, 02:40 PM |
Q2 2022 |
79 |
$119M |
+$4.63M |
-$22.7M |
-$18.1M |
MSFT, AAPL, GOOGL, UNH, MA
|
13F-HR |
8/11/2022, 04:07 PM |
Q1 2022 |
82 |
$173M |
+$17.8M |
-$6.45M |
+$11.4M |
AAPL, MSFT, GOOGL, UNH, ACN
|
13F-HR |
5/12/2022, 03:43 PM |
Q4 2021 |
81 |
$178M |
+$42.6M |
-$11M |
+$31.6M |
MSFT, AAPL, GOOGL, ACN, UNH
|
13F-HR |
2/14/2022, 12:55 PM |
Q3 2021 |
85 |
$124M |
+$9.47M |
-$15.1M |
-$5.64M |
MSFT, AAPL, NKE, ACN, MA
|
13F-HR |
11/4/2021, 02:15 PM |
Q2 2021 |
121 |
$150M |
+$13.6M |
-$875M |
-$861M |
AAPL, MSFT, JPM, UNH, GOOGL
|
13F-HR |
8/13/2021, 12:19 PM |
Q1 2021 |
314 |
$969M |
+$196M |
-$237M |
-$41.5M |
MSFT, AAPL, AMZN, V, GOOG
|
13F-HR |
5/14/2021, 10:35 AM |
Q4 2020 |
317 |
$947M |
+$231M |
-$134M |
+$97M |
AAPL, MSFT, AMZN, GOOG, V
|
13F-HR |
2/12/2021, 10:01 AM |
Q3 2020 |
335 |
$876M |
+$253M |
-$100M |
+$153M |
AAPL, MSFT, AMZN, V, IHI
|
13F-HR |
11/13/2020, 01:22 PM |
Q2 2020 |
296 |
$769M |
+$168M |
-$87M |
+$81M |
AAPL, MSFT, AMZN, UNH, BRKB
|
13F-HR |
8/7/2020, 01:27 PM |
Q1 2020 |
305 |
$626M |
+$157M |
-$84.1M |
+$72.9M |
AAPL, MSFT, BRKB, META, IHI
|
13F-HR |
5/13/2020, 06:44 PM |
Q4 2019 |
309 |
$738M |
+$170M |
-$101M |
+$68.3M |
AAPL, MSFT, UNH, GOOG, JPM
|
13F-HR |
2/14/2020, 11:24 AM |
Q3 2019 |
320 |
$699M |
+$94.8M |
-$120M |
-$24.7M |
SPY, MSFT, AAPL, WMT, GOOG
|
13F-HR |
11/14/2019, 05:00 PM |
Q2 2019 |
346 |
$850M |
+$175M |
-$61.2M |
+$114M |
SPY, MSFT, AAPL, IHI, CSCO
|
13F-HR |
8/13/2019, 12:40 PM |
Q1 2019 |
337 |
$760M |
+$123M |
-$154M |
-$31.5M |
SPY, AAPL, MSFT, IHI, CSCO
|
13F-HR |
5/14/2019, 12:08 PM |
Q4 2018 |
372 |
$800M |
+$192M |
-$92M |
+$99.6M |
MSFT, AAPL, PFE, JPM, CSCO
|
13F-HR |
2/13/2019, 05:00 PM |
Q3 2018 |
389 |
$899M |
+$166M |
-$60.8M |
+$106M |
AAPL, DIA, MSFT, JPM, IHI
|
13F-HR |
11/15/2018, 05:04 PM |
Q2 2018 |
395 |
$779M |
+$150M |
-$121M |
+$28.9M |
AAPL, DIA, MSFT, EEM, IHI
|
13F-HR |
8/14/2018, 07:29 PM |
Q1 2018 |
392 |
$823M |
+$188M |
-$113M |
+$74.7M |
SPY, EEM, DIA, AAPL, JPM
|
13F-HR |
5/15/2018, 06:03 PM |
Q4 2017 |
286 |
$779M |
|
|
|
SPY, DIA, EEM, JPM, AAPL
|
13F-HR |
2/15/2018, 08:43 PM |