Q4 2024 |
1,125 |
$1.5B |
+$997M |
-$1.13B |
-$132M |
META, LEN, BX, LMT, AVGO
|
13F-HR |
2/4/2025, 10:07 AM |
Q3 2024 |
1,237 |
$1.63B |
+$1.05B |
-$1.28B |
-$226M |
NVDA, MSFT, JD, SPOT, LLY
|
13F-HR |
11/15/2024, 09:22 AM |
Q2 2024 |
1,321 |
$1.82B |
+$1.35B |
-$810M |
+$538M |
SMCI, AVGO, AAPL, COP, XOM
|
13F-HR |
8/14/2024, 04:11 PM |
Q1 2024 |
1,300 |
$1.32B |
+$856M |
-$646M |
+$211M |
ITW, GM, DE, RTX, WHR
|
13F-HR |
5/10/2024, 11:09 AM |
Q4 2023 |
1,171 |
$1.07B |
+$790M |
-$782M |
+$7.2M |
MRK, AAPL, NVDA, MSFT, MSI
|
13F-HR |
2/13/2024, 11:29 AM |
Q3 2023 |
1,795 |
$1.02B |
+$723M |
-$634M |
+$89.2M |
BX, KVUE, NVDA, RTX, FERG
|
13F-HR |
11/14/2023, 02:55 PM |
Q2 2023 |
1,851 |
$945M |
+$620M |
-$557M |
+$63.7M |
UNP, HD, RIVN, BMY, COIN
|
13F-HR |
8/14/2023, 05:05 PM |
Q1 2023 |
1,132 |
$861M |
+$627M |
-$94.5M |
+$533M |
CI, COP, GOOG, VLO, CMCSA
|
13F-HR |
5/9/2023, 10:29 AM |
Q4 2022 |
944 |
$678M |
+$379M |
-$261M |
+$119M |
AAPL, GOOG, WMT, BMY, CSCO
|
13F-HR |
2/14/2023, 08:38 AM |
Q3 2022 |
926 |
$1B |
+$711M |
-$153M |
+$557M |
AAPL, CVX, VZ, GOOG, CMCSA
|
13F-HR |
2/14/2023, 08:37 AM |
Q2 2022 |
825 |
$761M |
+$658M |
-$26.8M |
+$631M |
AAPL, BRKB, MPC, COP, MSFT
|
13F-HR |
8/8/2022, 11:06 AM |
Q1 2022 |
699 |
$437M |
+$323M |
-$88.6M |
+$234M |
LINXXXX, WFC, O, ZBH, AMCXXXX
|
13F-HR |
5/16/2022, 09:32 AM |
Q4 2021 |
543 |
$421M |
+$293M |
-$82.5M |
+$210M |
AAPL, BAC, BRKB, GOOG, WFC
|
13F-HR |
2/14/2022, 08:27 AM |
Q3 2021 |
614 |
$550M |
+$440M |
-$280M |
+$160M |
GOOG, MSFT, ORCL, CHTR, RDSA
|
13F-HR |
11/15/2021, 09:54 AM |
Q2 2021 |
588 |
$393M |
+$289M |
-$273M |
+$16.4M |
LINXXXX, MRNA, AAPL, BIIB, QCOM
|
Restatement |
8/26/2021, 11:10 AM |
Q1 2021 |
595 |
$372M |
+$295M |
-$165M |
+$130M |
AAPL, BIDU, BAX, VMW, KMB
|
13F-HR |
5/12/2021, 04:40 PM |
Q4 2020 |
490 |
$237M |
|
|
|
AAPL, BABA, DD, GOOG, MSFT
|
13F-HR |
2/5/2021, 11:04 AM |