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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 172 | $557,459,358 | +$62,821,891 | -$53,103,829 | +$9,718,062 | QDPL, PSX, COP, JSI, PTRB | 13F-HR | 22 Oct 2025, 13:09 |
| Q2 2025 | 167 | $520,398,007 | +$56,275,050 | -$50,987,241 | +$5,287,809 | QDPL, PSX, SMTH, COP, PSQO | 13F-HR | 08 Aug 2025, 14:07 |
| Q1 2025 | 162 | $491,011,708 | +$51,509,647 | -$29,088,640 | +$22,421,007 | QDPL, PSX, COP, PSQO, SMTH | 13F-HR | 21 Apr 2025, 14:51 |
| Q4 2024 | 158 | $471,204,816 | +$70,077,999 | -$55,742,227 | +$14,335,772 | QDPL, PSX, COP, PSQO, JMEE | 13F-HR | 28 Jan 2025, 14:00 |
| Q3 2024 | 158 | $468,267,253 | +$38,391,582 | -$27,557,130 | +$10,834,452 | QDPL, PSX, COP, SMTH, JMEE | 13F-HR | 20 Nov 2024, 10:53 |
| Q2 2024 | 155 | $443,074,417 | +$32,851,994 | -$16,083,991 | +$16,768,003 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 24 Jul 2024, 13:08 |
| Q1 2024 | 158 | $435,811,518 | +$29,157,991 | -$27,326,043 | +$1,831,948 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 17 May 2024, 13:35 |
| Q4 2023 | 150 | $401,105,077 | +$48,430,487 | -$46,608,684 | +$1,821,803 | QDPL, PSX, COP, SMTH, SMMD | 13F-HR | 11 Jan 2024, 11:43 |
| Q3 2023 | 152 | $370,644,001 | +$45,347,140 | -$46,098,788 | -$751,648 | QDPL, PSX, PTRB, COP, HERD | 13F-HR | 05 Dec 2023, 14:00 |
| Q2 2023 | 150 | $367,767,831 | +$24,423,937 | -$11,440,156 | +$12,983,781 | QDPL, PTRB, PSX, COP, HERD | 13F-HR | 11 Jul 2023, 14:22 |
| Q1 2023 | 147 | $356,521,545 | +$35,269,160 | -$5,368,572 | +$29,900,588 | QDPL, PTRB, PSX, COP, HERD | 13F-HR | 15 May 2023, 14:46 |
| Q4 2022 | 145 | $336,347,996 | +$22,883,975 | -$12,281,670 | +$10,602,305 | PSX, QDPL, PTRB, COP, HERD | 13F-HR | 27 Jan 2023, 14:30 |
| Q3 2022 | 131 | $302,275,000 | +$48,269,791 | -$16,003,162 | +$32,266,629 | PTRB, QDPL, PSX, COP, HERD | 13F-HR | 11 Oct 2022, 15:47 |
| Q2 2022 | 135 | $305,536,000 | +$61,005,745 | -$12,018,158 | +$48,987,587 | PTRB, PSX, QDPL, COP, JEPI | 13F-HR | 21 Jul 2022, 15:16 |
| Q1 2022 | 141 | $321,198,000 | +$53,734,962 | -$16,589,871 | +$37,145,091 | PTRB, PSX, COP, QDPL, JEPI | 13F-HR | 06 Apr 2022, 15:03 |
| Q4 2021 | 133 | $266,725,000 | +$59,301,487 | -$10,095,695 | +$49,205,792 | PSX, BKLC, QDPL, JEPI, BKAG | 13F-HR | 08 Feb 2022, 14:24 |
| Q3 2021 | 135 | $271,284,000 | +$79,194,029 | -$53,965,485 | +$25,228,544 | COP, PSX, BKLC, BKAG, JEPI | 13F-HR | 26 Oct 2021, 10:58 |
| Q2 2021 | 133 | $249,949,000 | +$57,424,100 | -$34,014,473 | +$23,409,627 | COP, PSX, SPYV, JEPI, SMMD | 13F-HR | 19 Aug 2021, 13:40 |
| Q1 2021 | 114 | $214,076,000 | +$30,738,551 | -$37,580,715 | -$6,842,164 | COP, PSX, SPYV, IVV, SMMD | 13F-HR | 24 May 2021, 15:07 |
| Q4 2020 | 103 | $201,701,000 | +$19,730,929 | -$5,367,933 | +$14,362,996 | SPYV, COP, PSX, IVV, FVD | 13F-HR | 23 Feb 2021, 15:08 |
| Q3 2020 | 95 | $170,548,000 | +$34,198,089 | -$3,627,732 | +$30,570,357 | SPYV, COP, PSX, IVV, FVD | 13F-HR | 09 Dec 2020, 14:03 |
| Q2 2020 | 92 | $162,197,000 | +$24,714,588 | -$11,170,508 | +$13,544,080 | COP, PSX, SPYV, IVV, FVD | 13F-HR | 19 Aug 2020, 14:04 |
| Q1 2020 | 74 | $130,767,000 | +$29,628,306 | -$14,255,033 | +$15,373,273 | PSX, SPYV, COP, FVD, IVV | 13F-HR | 27 May 2020, 11:31 |
| Q4 2019 | 71 | $177,551,000 | +$26,974,729 | -$39,515,927 | -$12,541,198 | COP, PSX, FVD, SMMD, DBAW | 13F-HR | 12 Feb 2020, 11:44 |
| Q3 2019 | 76 | $186,262,000 | +$10,582,091 | -$5,733,103 | +$4,848,988 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 19 Nov 2019, 09:41 |
| Q2 2019 | 70 | $182,419,000 | +$13,216,590 | -$4,367,916 | +$8,848,674 | COP, PSX, IVV, ACWX, IJH | 13F-HR | 15 Aug 2019, 10:38 |
| Q1 2019 | 70 | $176,789,000 | +$23,919,771 | -$16,462,674 | +$7,457,097 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 20 May 2019, 16:01 |
| Q4 2018 | 63 | $162,961,000 | $0 | COP, PSX, IVV, ACWX, FVD | 13F-HR | 12 Feb 2019, 14:25 |