Q4 2024 |
577 |
$5.84B |
+$4.8B |
-$4.13B |
+$677M |
TJX, HD, AVGO, SHW, SQ
|
13F-HR |
2/14/2025, 04:00 PM |
Q3 2024 |
646 |
$5.24B |
+$4.18B |
-$4.14B |
+$37M |
GOOGL, ELV, CDNS, MU, MPWR
|
13F-HR |
11/14/2024, 04:00 PM |
Q2 2024 |
494 |
$5.08B |
+$3.77B |
-$3.39B |
+$376M |
SBUX, PYPL, TTD, V, ADBE
|
13F-HR |
8/14/2024, 04:00 PM |
Q1 2024 |
521 |
$4.85B |
+$3.64B |
-$5.15B |
-$1.5B |
LOW, HD, META, NKE, SHW
|
13F-HR |
5/15/2024, 04:00 PM |
Q4 2023 |
605 |
$6.18B |
+$4.68B |
-$3.98B |
+$707M |
WMT, SBUX, NKE, DASH, HUM
|
13F-HR |
2/14/2024, 04:00 PM |
Q3 2023 |
951 |
$5.21B |
+$3.85B |
-$3.58B |
+$265M |
DG, HD, FI, HCA, FCX
|
13F-HR |
11/14/2023, 04:01 PM |
Q2 2023 |
933 |
$5.07B |
+$3.81B |
-$3.72B |
+$85.6M |
PYPL, HD, INTU, FIS, ADP
|
13F-HR |
8/14/2023, 05:01 PM |
Q1 2023 |
575 |
$4.94B |
+$3.58B |
-$1.13B |
+$2.45B |
SHW, AMZN, CNC, CI, AVGO
|
13F-HR |
5/15/2023, 04:01 PM |
Q4 2022 |
656 |
$5.25B |
+$4.17B |
-$819M |
+$3.35B |
TSCO, TJX, KDP, CL, PANW
|
13F-HR |
2/14/2023, 03:04 PM |
Q3 2022 |
587 |
$3.78B |
+$3.15B |
-$348M |
+$2.8B |
LULU, MCD, ULTA, NOW, FIS
|
13F-HR |
11/14/2022, 03:01 PM |
Q2 2022 |
481 |
$2.24B |
+$1.68B |
-$232M |
+$1.45B |
LULU, HD, SHW, SYK, ZBH
|
13F-HR |
8/15/2022, 04:00 PM |
Q1 2022 |
467 |
$2.27B |
+$1.83B |
-$182M |
+$1.65B |
HD, TJX, COST, NOW, CRM
|
13F-HR |
5/16/2022, 04:01 PM |
Q4 2021 |
531 |
$1.76B |
+$1.43B |
-$239M |
+$1.19B |
DHR, HUBS, INTU, DXCM, ADI
|
13F-HR |
2/14/2022, 03:07 PM |
Q3 2021 |
543 |
$1.42B |
+$1.22B |
-$608M |
+$616M |
EL, TJX, WFC, CSX, KMI
|
13F-HR |
11/15/2021, 04:01 PM |
Q2 2021 |
421 |
$825M |
+$652M |
-$524M |
+$128M |
BRKB, ROST, MET, NEE, FI
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
429 |
$684M |
+$561M |
-$498M |
+$63.6M |
BDX, WMT, TJX, ALGN, CB
|
13F-HR |
5/17/2021, 04:01 PM |
Q4 2020 |
413 |
$616M |
+$497M |
-$72.1M |
+$425M |
META, W, ADP, TTD, PYPL
|
13F-HR |
2/16/2021, 03:01 PM |
Q3 2020 |
401 |
$461M |
+$348M |
-$63.4M |
+$285M |
NOC, ROP, HCA, RTX, HLT
|
13F-HR |
11/16/2020, 03:01 PM |
Q2 2020 |
338 |
$456M |
+$405M |
-$14.1M |
+$391M |
ABT, ROST, INTC, PAYC, LHX
|
13F-HR |
8/14/2020, 04:01 PM |
Q1 2020 |
267 |
$251M |
+$205M |
-$17.7M |
+$187M |
HCA, BBY, TMO, PYPL, LOW
|
13F-HR |
5/15/2020, 04:00 PM |
Q4 2019 |
365 |
$345M |
|
|
|
UPS, TSLA, ROST, TJX, STZ
|
13F-HR |
2/14/2020, 03:00 PM |