Q4 2024 |
72 |
$259M |
+$23.8M |
-$34.8M |
-$10.9M |
NVDA, AVGO, AAPL, AMZN, COST
|
13F-HR |
2/13/2025, 03:31 PM |
Q3 2024 |
70 |
$246M |
+$62.4M |
-$52.6M |
+$9.83M |
NVDA, AAPL, LLY, COST, AVGO
|
13F-HR |
11/13/2024, 09:00 AM |
Q2 2024 |
59 |
$238M |
+$50.2M |
-$21.7M |
+$28.5M |
NVDA, LLY, AMZN, COST, AAPL
|
13F-HR |
8/13/2024, 09:00 AM |
Q1 2024 |
61 |
$213M |
+$32.2M |
-$39.5M |
-$7.27M |
AMZN, LLY, NVDA, AMD, COST
|
13F-HR |
5/10/2024, 03:31 PM |
Q4 2023 |
63 |
$194M |
+$34.1M |
-$26.5M |
+$7.58M |
AAPL, AMZN, COST, NVDA, AMD
|
13F-HR |
2/12/2024, 03:05 PM |
Q3 2023 |
73 |
$163M |
+$31.9M |
-$35.2M |
-$3.29M |
AAPL, TSLA, AMZN, COST, NVDA
|
13F-HR |
11/13/2023, 12:06 PM |
Q2 2023 |
65 |
$171M |
+$26.8M |
-$9.98M |
+$16.8M |
AAPL, TSLA, AMZN, LLY, V
|
13F-HR |
8/10/2023, 04:19 PM |
Q1 2023 |
69 |
$154M |
+$44.6M |
-$12.2M |
+$32.4M |
AMD, AAPL, V, NVDA, LLY
|
13F-HR |
5/15/2023, 05:27 PM |
Q4 2022 |
66 |
$136M |
+$22M |
-$3.82M |
+$18.2M |
AAPL, AMD, V, LLY, ULTA
|
13F-HR |
2/14/2023, 04:21 PM |
Q3 2022 |
59 |
$129M |
+$34.3M |
-$5.37M |
+$29M |
AAPL, AMD, TSLA, NOW, V
|
13F-HR |
11/14/2022, 08:43 AM |
Q2 2022 |
73 |
$148M |
+$22.2M |
-$549K |
+$21.7M |
AAPL, AMD, NOW, NVDA, V
|
13F-HR |
8/15/2022, 12:49 PM |
Q1 2022 |
76 |
$185M |
+$37.6M |
-$47.4M |
-$9.8M |
NVDA, AMD, AAPL, TSLA, NOW
|
13F-HR |
5/13/2022, 07:40 PM |
Q4 2021 |
82 |
$272M |
+$20.6M |
-$1.37M |
+$19.3M |
BND, VCIT, AMD, VCSH, NVDA
|
13F-HR |
2/14/2022, 12:09 PM |
Q3 2021 |
84 |
$252M |
+$51.8M |
-$44.1M |
+$7.68M |
BND, VCIT, VCSH, AMD, NOW
|
13F-HR |
11/15/2021, 04:23 PM |
Q2 2021 |
92 |
$251M |
+$39.3M |
-$33.2M |
+$6.05M |
BND, VCSH, VCIT, AMD, NVDA
|
13F-HR |
8/16/2021, 12:10 PM |
Q1 2021 |
170 |
$229M |
+$21.2M |
-$22.7M |
-$1.49M |
BND, VCSH, VCIT, AMD, NOW
|
13F-HR |
5/13/2021, 09:31 PM |
Q4 2020 |
201 |
$233M |
+$40.1M |
-$18.9M |
+$21.2M |
BND, VCSH, VCIT, AMD, NOW
|
13F-HR |
2/10/2021, 04:06 PM |
Q3 2020 |
165 |
$203M |
+$32.5M |
-$12.5M |
+$20M |
BND, VCSH, VCIT, NVDA, AMD
|
13F-HR |
11/16/2020, 03:37 PM |
Q2 2020 |
244 |
$176M |
+$39.6M |
-$9.07M |
+$30.5M |
BND, VCSH, VCIT, PYPL, ADBE
|
13F-HR |
8/13/2020, 04:01 PM |
Q1 2020 |
154 |
$117M |
+$37.3M |
-$2.95M |
+$34.3M |
VCSH, ADBE, AMD, NOW, NVDA
|
13F-HR |
5/12/2020, 01:59 PM |
Q4 2019 |
188 |
$122M |
|
|
|
ADBE, DIS, AMD, NOW, PYPL
|
13F-HR |
2/13/2020, 12:16 PM |