Q1 2025 |
325 |
$171M |
+$2.62M |
-$6.52M |
-$3.9M |
SPY, AAPL, IDEV, IVV, MSFT
|
13F-HR |
4/17/2025, 12:13 PM |
Q4 2024 |
313 |
$178M |
+$634K |
-$9.9M |
-$9.27M |
AAPL, SPY, IVV, MSFT, IDEV
|
13F-HR |
2/12/2025, 07:36 PM |
Q3 2024 |
314 |
$188M |
+$31.9M |
-$2.42M |
+$29.5M |
SPY, AAPL, IDEV, MSFT, IVV
|
13F-HR |
10/29/2024, 12:09 PM |
Q2 2024 |
315 |
$152M |
+$10M |
-$4.91M |
+$5.08M |
AAPL, SPY, MSFT, EWJ, AMZN
|
13F-HR |
7/26/2024, 11:47 AM |
Q1 2024 |
309 |
$143M |
+$13.3M |
-$11M |
+$2.29M |
SPY, AAPL, MSFT, EWJ, AMZN
|
13F-HR |
4/23/2024, 07:30 PM |
Q4 2023 |
305 |
$133M |
+$21.9M |
-$14.9M |
+$7.08M |
AAPL, SPY, MSFT, CYBR, EWJ
|
13F-HR |
1/22/2024, 08:13 PM |
Q3 2023 |
307 |
$116M |
+$6.3M |
-$23.6M |
-$17.3M |
AAPL, MSFT, CYBR, RWM, AMZN
|
13F-HR |
10/25/2023, 02:55 PM |
Q2 2023 |
304 |
$118M |
+$4.9M |
-$4.17M |
+$725K |
AAPL, MSFT, PSQ, SH, RWM
|
13F-HR |
7/27/2023, 12:20 PM |
Q1 2023 |
270 |
$114M |
+$9.84M |
-$37.9M |
-$28M |
AAPL, MSFT, PSQ, SH, RWM
|
13F-HR |
4/19/2023, 03:14 PM |
Q4 2022 |
283 |
$118M |
+$19.6M |
-$13.2M |
+$6.43M |
AAPL, PSQ, RWM, MSFT, JPST
|
13F-HR |
2/2/2023, 03:04 PM |
Q3 2022 |
298 |
$113M |
+$11.2M |
-$13M |
-$1.84M |
AAPL, PSQ, RWM, MSFT, SH
|
13F-HR |
11/1/2022, 04:48 PM |
Q2 2022 |
338 |
$130M |
+$19.1M |
-$16.8M |
+$2.29M |
PSQ, AAPL, SH, RWM, MSFT
|
13F-HR |
8/9/2022, 04:36 PM |
Q1 2022 |
370 |
$150M |
+$31.1M |
-$28.6M |
+$2.46M |
AAPL, MSFT, PSQ, TLT, RWM
|
13F-HR |
5/5/2022, 02:38 PM |
Q4 2021 |
403 |
$165M |
+$24.6M |
-$24M |
+$636K |
AAPL, MSFT, EQIX, AMZN, XLRE
|
13F-HR |
1/27/2022, 02:12 PM |
Q3 2021 |
449 |
$173M |
+$109M |
-$14.6M |
+$94.3M |
AAPL, MSFT, VXXXXXX, EQIX, SH
|
13F-HR |
10/27/2021, 01:50 PM |
Q2 2021 |
429 |
$80.8M |
+$21.6M |
-$17.2M |
+$4.34M |
MSFT, AAPL, EQIX, AMZN, ASML
|
13F-HR |
8/12/2021, 04:02 PM |
Q1 2021 |
379 |
$73.4M |
+$35.1M |
-$7.41M |
+$27.7M |
MSFT, MP, EQIX, XLE, ASML
|
13F-HR |
5/13/2021, 11:44 AM |
Q4 2020 |
79 |
$42.5M |
+$17.6M |
-$5.23M |
+$12.3M |
EQIX, MSFT, AMZN, MP, ROKU
|
13F-HR |
2/11/2021, 01:37 PM |
Q3 2020 |
192 |
$43.5M |
+$12.6M |
-$8.03M |
+$4.61M |
TLT, EQIX, SHY, AMZN, MSFT
|
13F-HR |
11/12/2020, 12:37 PM |
Q2 2020 |
206 |
$41M |
+$19.1M |
-$2.1M |
+$17M |
EQIX, FNV, MSFT, SHY, AMZN
|
13F-HR |
8/12/2020, 12:34 PM |
Q1 2020 |
249 |
$26M |
+$7.83M |
-$11M |
-$3.15M |
VNQ, SHY, EQIX, SPY, MSFT
|
13F-HR |
5/12/2020, 12:07 PM |
Q4 2019 |
327 |
$48.5M |
|
|
|
MSFT, INXN, XLU, EQIX, AAPL
|
13F-HR |
2/12/2020, 02:06 PM |
Q3 2019 |
18 |
$10.2M |
|
|
|
INXN, XLU, EQIX, VNQ, EQC
|
13F-HR |
11/12/2019, 11:58 AM |
Q2 2019 |
34 |
$15.6M |
+$2.88M |
-$2.31M |
+$567K |
INXN, EQIX, XLU, MSFT, EQC
|
13F-HR |
8/9/2019, 05:48 PM |
Q1 2019 |
36 |
$17.7M |
+$8.97M |
-$793K |
+$8.18M |
INXN, MSFT, EQIX, SHY, TLT
|
13F-HR |
5/7/2019, 09:16 PM |
Q4 2018 |
29 |
$10M |
|
|
|
EQIX, EQC, MSFT, XLU, HST
|
13F-HR |
2/4/2019, 04:26 PM |
Q3 2018 |
34 |
$14.3M |
|
|
|
MLCO, AMZN, MSFT, EQIX, TPR
|
13F-HR |
11/9/2018, 07:25 PM |
Q2 2018 |
38 |
$16.3M |
|
|
|
MLCO, AMZN, MSFT, ICE, MA
|
13F-HR |
8/7/2018, 03:58 PM |
Q1 2018 |
32 |
$705M |
+$695M |
|
+$695M |
MLCO, AMZN, AMZN, WMT, MLCO
|
13F-HR |
5/15/2018, 05:15 PM |
Q4 2017 |
23 |
$18.8M |
|
|
|
INXN, MLCO, WMT, AMZN, GOOG
|
13F-HR |
2/14/2018, 11:45 AM |