Q1 2025 |
58 |
$137M |
+$11.1M |
-$27.7M |
-$16.6M |
SAP, MSFT, AMZN, GOOGL, V
|
13F-HR |
4/9/2025, 12:58 PM |
Q4 2024 |
67 |
$156M |
+$12M |
-$21M |
-$9.04M |
AMZN, GOOGL, SAP, MSFT, ASML
|
13F-HR |
1/14/2025, 10:50 AM |
Q3 2024 |
66 |
$167M |
+$18.8M |
-$26.5M |
-$7.7M |
MSFT, FI, SAP, ASML, GOOGL
|
13F-HR |
10/10/2024, 11:26 AM |
Q2 2024 |
70 |
$165M |
+$30.3M |
-$27.3M |
+$3.03M |
ASML, FI, MSFT, GOOGL, AMZN
|
13F-HR |
7/16/2024, 10:53 AM |
Q1 2024 |
70 |
$162M |
+$19M |
-$17.9M |
+$1.09M |
FI, MSFT, ASML, SAP, V
|
13F-HR |
4/10/2024, 10:35 AM |
Q4 2023 |
85 |
$153M |
+$27M |
-$28.4M |
-$1.39M |
FI, MSFT, SAP, V, ABT
|
13F-HR |
1/12/2024, 10:00 AM |
Q3 2023 |
90 |
$142M |
+$17.7M |
-$4.61M |
+$13.1M |
FI, SAP, MSFT, V, ABT
|
13F-HR |
10/10/2023, 01:40 PM |
Q2 2023 |
71 |
$136M |
+$505K |
-$2.71M |
-$2.2M |
FI, SAP, MSFT, MRK, JNJ
|
13F-HR |
7/10/2023, 03:25 PM |
Q1 2023 |
74 |
$138M |
+$11.4M |
-$10.4M |
+$965K |
FI, SAP, MSFT, MRK, UPS
|
13F-HR |
4/11/2023, 08:50 AM |
Q4 2022 |
85 |
$154M |
+$13M |
-$11.1M |
+$1.85M |
FI, SAP, CVS, MRK, MSFT
|
13F-HR |
1/11/2023, 07:59 AM |
Q3 2022 |
69 |
$138M |
+$5.85M |
-$3.84M |
+$2.01M |
FI, CVS, MSFT, SAP, JNJ
|
13F-HR |
10/11/2022, 09:09 AM |
Q2 2022 |
68 |
$147M |
+$10.4M |
-$4.33M |
+$6.07M |
FI, CVS, MSFT, SAP, JNJ
|
13F-HR |
7/8/2022, 11:10 AM |
Q1 2022 |
70 |
$159M |
+$11.4M |
-$3.75M |
+$7.69M |
FI, MSFT, UNH, CVS, AAPL
|
13F-HR |
4/5/2022, 11:28 AM |
Q4 2021 |
78 |
$169M |
+$8.97M |
-$4.6M |
+$4.37M |
FI, CVS, UNH, MSFT, CHCT
|
13F-HR |
1/21/2022, 09:47 AM |
Q3 2021 |
77 |
$148M |
+$10.9M |
-$7.45M |
+$3.41M |
FI, CVS, CHCT, SASR, MSFT
|
13F-HR |
10/6/2021, 09:29 AM |
Q2 2021 |
79 |
$149M |
+$10.3M |
-$10.4M |
-$94.5K |
BABA, FI, CVS, UNH, MSFT
|
13F-HR |
7/2/2021, 09:55 AM |
Q1 2021 |
82 |
$144M |
+$15.4M |
-$9.59M |
+$5.82M |
HD, FI, JNJ, SASR, UNH
|
13F-HR |
4/1/2021, 04:05 PM |
Q4 2020 |
85 |
$131M |
+$18.2M |
-$7.14M |
+$11M |
HD, FI, ABBV, MRK, JNJ
|
13F-HR |
1/13/2021, 09:26 AM |
Q3 2020 |
80 |
$113M |
+$11.2M |
-$3.49M |
+$7.7M |
HD, FI, MRK, SPY, ABBV
|
13F-HR |
10/2/2020, 09:34 AM |
Q2 2020 |
77 |
$101M |
|
|
|
HD, ABBV, MRK, SPY, JNJ
|
13F-HR |
7/1/2020, 09:18 AM |
Q1 2020 |
75 |
$52.9M |
|
|
|
MSFT, AAPL, HD, ABBV, JNJ
|
13F-HR |
4/1/2020, 12:24 PM |
Q4 2019 |
69 |
$107M |
+$8.5M |
-$3.69M |
+$4.81M |
MSFT, AAPL, SPY, HD, ABBV
|
13F-HR |
1/2/2020, 10:16 AM |
Q3 2019 |
68 |
$100M |
+$7.98M |
-$4.72M |
+$3.25M |
MSFT, HD, SPY, AAPL, STZ
|
13F-HR |
10/1/2019, 02:12 PM |
Q2 2019 |
67 |
$95.1M |
+$4.99M |
-$4.21M |
+$781K |
SPY, MSFT, HD, CB, MA
|
13F-HR |
7/1/2019, 10:29 AM |
Q1 2019 |
65 |
$89.5M |
+$3.83M |
-$3.11M |
+$716K |
SPY, MSFT, HD, JNJ, CB
|
13F-HR |
4/3/2019, 10:13 AM |
Q4 2018 |
62 |
$82.5M |
+$5.03M |
-$3.66M |
+$1.36M |
SPY, ABT, MSFT, HD, JNJ
|
13F-HR |
1/25/2019, 12:57 PM |
Q3 2018 |
64 |
$94M |
+$11.7M |
-$4.55M |
+$7.17M |
SPY, ABT, MSFT, HD, UNP
|
13F-HR |
10/29/2018, 01:40 PM |
Q2 2018 |
63 |
$82.9M |
|
|
|
ABT, MSFT, HD, STZ, UNP
|
13F-HR |
8/10/2018, 11:14 AM |