Q4 2024 |
217 |
$342M |
+$36.1M |
-$19M |
+$17.1M |
SMMD, AVGO, VUG, JPST, OMC
|
13F-HR |
2/7/2025, 11:01 AM |
Q3 2024 |
210 |
$324M |
+$25.1M |
-$9.61M |
+$15.5M |
SMMD, AVGO, OMC, JPST, VSEC
|
13F-HR |
11/8/2024, 10:42 AM |
Q2 2024 |
209 |
$300M |
+$23.5M |
-$15.2M |
+$8.23M |
SMMD, AVGO, VSEC, JPST, OMC
|
13F-HR |
8/12/2024, 03:07 PM |
Q1 2024 |
210 |
$291M |
+$24.1M |
-$14.1M |
+$10M |
SMMD, VSEC, JPST, AVGO, OMC
|
13F-HR |
5/10/2024, 11:55 AM |
Q4 2023 |
202 |
$253M |
+$20.8M |
-$12.4M |
+$8.43M |
SMMD, VSEC, JPST, AVGO, OMC
|
13F-HR |
1/26/2024, 11:46 AM |
Q3 2023 |
201 |
$226M |
+$16.7M |
-$9.98M |
+$6.72M |
JPST, SMMD, VSEC, OMC, AVGO
|
13F-HR |
10/31/2023, 12:50 PM |
Q2 2023 |
195 |
$228M |
+$14.9M |
-$5.59M |
+$9.32M |
JPST, VSEC, SMMD, OMC, AVGO
|
13F-HR |
7/28/2023, 04:25 PM |
Q1 2023 |
185 |
$208M |
+$10.4M |
-$3.51M |
+$6.88M |
JPST, OMC, SMMD, VSEC, ABBV
|
13F-HR |
5/11/2023, 05:00 PM |
Q4 2022 |
182 |
$198M |
+$14.6M |
-$6.92M |
+$7.67M |
JPST, VSEC, OMC, SMMD, ABBV
|
13F-HR |
1/30/2023, 03:00 PM |
Q3 2022 |
169 |
$172M |
+$10.4M |
-$4.39M |
+$6.03M |
JPST, VSEC, OMC, ABBV, SMMD
|
13F-HR |
11/2/2022, 01:04 PM |
Q2 2022 |
168 |
$182M |
+$12.1M |
-$9.52M |
+$2.62M |
JPST, VSEC, ABBV, OMC, CDW
|
13F-HR |
7/29/2022, 12:08 PM |
Q1 2022 |
162 |
$207M |
+$13M |
-$4.93M |
+$8.09M |
JPST, VSEC, OMC, TDTF, ABBV
|
13F-HR |
5/6/2022, 12:20 PM |
Q4 2021 |
164 |
$211M |
+$21.3M |
-$6.76M |
+$14.6M |
JPST, VSEC, CDW, TDTF, VV
|
13F-HR |
1/28/2022, 11:42 AM |
Q3 2021 |
152 |
$185M |
+$17.8M |
-$6.59M |
+$11.2M |
JPST, VSEC, CDW, OMC, VV
|
13F-HR |
11/5/2021, 10:35 AM |
Q2 2021 |
149 |
$178M |
+$15.3M |
-$7.81M |
+$7.5M |
VSEC, JPST, OMC, VV, CDW
|
13F-HR |
7/30/2021, 11:15 AM |
Q1 2021 |
141 |
$162M |
+$11.7M |
-$5.77M |
+$5.9M |
VSEC, JPST, INTC, CDW, OMC
|
13F-HR |
5/5/2021, 01:05 PM |
Q4 2020 |
126 |
$137M |
+$9.12M |
-$4.82M |
+$4.3M |
VSEC, JPST, VV, ABBV, VO
|
13F-HR |
2/8/2021, 10:09 AM |
Q3 2020 |
123 |
$115M |
+$14.2M |
-$5.21M |
+$8.94M |
VSEC, VV, INTC, ABBV, JPST
|
13F-HR |
10/22/2020, 10:26 AM |
Q2 2020 |
118 |
$104M |
+$10.9M |
-$12.8M |
-$1.85M |
VSEC, ABBV, VV, INTC, VO
|
13F-HR |
7/30/2020, 06:38 PM |
Q1 2020 |
103 |
$88.4M |
+$4.6M |
-$3.76M |
+$840K |
VGK, VV, VSEC, ABBV, JPST
|
13F-HR |
4/27/2020, 03:52 PM |
Q4 2019 |
112 |
$127M |
+$6.97M |
-$2.17M |
+$4.8M |
VGK, VSEC, VV, ABBV, VO
|
13F-HR |
1/24/2020, 02:11 PM |
Q3 2019 |
114 |
$113M |
+$9.64M |
-$4.95M |
+$4.69M |
VGK, VSEC, VV, VO, ABBV
|
13F-HR |
11/12/2019, 10:09 AM |
Q2 2019 |
115 |
$111M |
+$9.97M |
-$4.05M |
+$5.93M |
VGK, VSEC, VV, VO, AVGO
|
13F-HR |
8/9/2019, 10:56 AM |
Q1 2019 |
114 |
$105M |
+$7.28M |
-$7.73M |
-$450K |
VGK, VSEC, AVGO, VV, VO
|
13F-HR |
5/8/2019, 04:04 PM |
Q4 2018 |
108 |
$96.4M |
+$6.99M |
-$7.57M |
-$586K |
VGK, VSEC, ABBV, AVGO, VV
|
13F-HR |
2/13/2019, 10:31 AM |
Q3 2018 |
109 |
$117M |
+$12.1M |
-$6.35M |
+$5.76M |
VGK, VOE, VSEC, VLO, VV
|
13F-HR |
10/29/2018, 11:07 AM |
Q2 2018 |
108 |
$113M |
+$12.7M |
-$11.6M |
+$1.1M |
VSEC, VGK, VOE, VLO, VV
|
13F-HR |
7/27/2018, 03:02 PM |
Q1 2018 |
104 |
$115M |
+$8.79M |
-$1.68M |
+$7.11M |
VGK, VSEC, VWO, VOE, IJS
|
13F-HR |
5/14/2018, 10:49 AM |
Q4 2017 |
105 |
$113M |
|
|
|
VSEC, VGK, VOE, VWO, IJS
|
13F-HR |
2/14/2018, 02:05 PM |