Q2 2025 |
12 |
$1.35B |
+$828M |
-$857M |
-$29.7M |
KVUE, CSX, NSC, COF, SNPS
|
13F-HR |
8/14/2025, 04:43 PM |
Q1 2025 |
13 |
$1.35B |
+$1.12B |
-$582M |
+$542M |
KVUE, CSGP, X, TSM, AMZN
|
13F-HR |
5/15/2025, 11:37 AM |
Q4 2024 |
10 |
$858M |
+$335M |
-$726M |
-$391M |
PM, AER, APH, FLUT, TSM
|
13F-HR |
2/14/2025, 04:31 PM |
Q3 2024 |
19 |
$1.22B |
+$603M |
-$808M |
-$206M |
PM, APD, CVS, TSM, ADBE
|
13F-HR |
11/14/2024, 04:36 PM |
Q2 2024 |
17 |
$1.35B |
+$617M |
-$815M |
-$198M |
K, PM, ADBE, HUBS, MSFT
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
15 |
$1.54B |
+$825M |
-$621M |
+$204M |
K, ADBE, PM, AMZN, STLA
|
13F-HR |
5/15/2024, 02:09 PM |
Q4 2023 |
13 |
$1.23B |
+$659M |
-$639M |
+$20M |
FMX, PM, AER, MSFT, META
|
13F-HR |
2/14/2024, 04:35 PM |
Q3 2023 |
35 |
$2.29B |
+$1.42B |
-$1.45B |
-$36.5M |
SPY, SPY, X, PM, FMX
|
13F-HR |
11/14/2023, 01:14 PM |
Q2 2023 |
37 |
$2.4B |
+$1.72B |
-$998M |
+$721M |
HZNP, SPY, OPCH, KBR, FMX
|
13F-HR |
8/14/2023, 05:30 PM |
Q1 2023 |
23 |
$1.63B |
+$1.33B |
-$43.6M |
+$1.29B |
SPY, DEN, LSI, FMX, LSI
|
Restatement |
5/15/2023, 09:17 PM |
Q4 2022 |
11 |
$844M |
+$471M |
-$421M |
+$49.7M |
SPY, FMX, VVV, CL, FIS
|
13F-HR |
2/14/2023, 11:09 AM |
Q3 2022 |
13 |
$1.1B |
+$1.07B |
|
+$1.07B |
CL, FMX, R, FMX, JNJ
|
13F-HR |
11/14/2022, 03:09 PM |
Q2 2022 |
10 |
$373M |
+$242M |
|
+$242M |
NCR, XLE, ZEN, NCR, PARA
|
13F-HR |
8/15/2022, 04:37 PM |
Q1 2022 |
21 |
$1.54B |
+$1.05B |
-$219M |
+$829M |
SPY, ZEN, ACC, ACC, NCR
|
13F-HR |
5/16/2022, 05:00 PM |
Q4 2021 |
23 |
$1.69B |
+$623M |
-$70.8M |
+$552M |
SPY, FCNCA, PPC, HTA, VRSK
|
13F-HR |
2/14/2022, 04:15 PM |
Q3 2021 |
24 |
$788M |
+$489M |
-$424M |
+$65M |
DELL, HTA, FCNCA, ACM, PPC
|
Restatement |
11/17/2021, 09:05 AM |
Q2 2021 |
33 |
$724M |
+$415M |
-$404M |
+$11.7M |
QTS, FCNCA, AMZN, DELL, HIG
|
13F-HR |
8/16/2021, 05:15 PM |
Q1 2021 |
0 |
$0 |
$0 |
$0 |
|
|
New Holdings |
5/18/2021, 04:11 PM |
Q1 2021 |
34 |
$704M |
+$570M |
-$241M |
+$329M |
CCK, AMZN, MPC, FCNCA, KSU
|
13F-HR |
5/17/2021, 05:20 PM |
Q4 2020 |
24 |
$1.24B |
+$890M |
-$25.8M |
+$864M |
CCK, INTC, USFD, ACM, PS
|
13F-HR |
2/9/2021, 12:11 PM |
Q3 2020 |
16 |
$669M |
+$559M |
-$56.9M |
+$502M |
BABA, MSFT, ACM, EVRG, RBACU
|
13F-HR |
11/13/2020, 12:05 PM |
Q2 2020 |
2 |
$56.7M |
|
|
|
NAV, NAV
|
New Holdings |
8/24/2020, 03:15 PM |
Q2 2020 |
8 |
$308M |
+$246M |
-$36.5M |
+$209M |
EVRG, BABA, CRM, EVRG, NAV
|
13F-HR |
8/13/2020, 03:08 PM |
Q1 2020 |
13 |
$581M |
+$432M |
|
+$432M |
AGN, EBAY, TECD, MSFT, CRM
|
13F-HR |
5/15/2020, 08:37 AM |
Q4 2019 |
13 |
$746M |
+$355M |
-$30.9M |
+$324M |
SPY, PARA, CRM, MSFT, RTN
|
13F-HR |
2/14/2020, 06:55 AM |
Q3 2019 |
9 |
$632M |
+$450M |
|
+$450M |
SPY, CBS, AGN, RTN, EMR
|
13F-HR |
11/14/2019, 05:18 AM |
Q2 2019 |
10 |
$392M |
+$199M |
-$89.5M |
+$110M |
SPY, APC, MSFT, FIS, CRM
|
13F-HR |
8/14/2019, 08:11 AM |
Q1 2019 |
12 |
$439M |
+$397M |
|
+$397M |
SPY, UTX, ZAYO, HUM, AVYAQ
|
13F-HR |
5/15/2019, 11:05 AM |
Q4 2018 |
6 |
$87.3M |
|
|
|
TMUS, SPY, MSFT, BEL, CL
|
13F-HR |
2/14/2019, 07:45 AM |