Q3 2025 |
149 |
$237M |
+$5.28M |
-$5.05M |
+$233K |
AAPL, MSFT, JPM, NVDA, GOOG
|
13F-HR |
10/6/2025, 10:40 AM |
Q2 2025 |
145 |
$220M |
+$7.01M |
-$3.15M |
+$3.85M |
AAPL, MSFT, JPM, NVDA, AMZN
|
13F-HR |
7/7/2025, 09:34 AM |
Q1 2025 |
145 |
$204M |
+$2.44M |
-$3.18M |
-$747K |
AAPL, MSFT, JPM, COST, IJH
|
13F-HR |
4/10/2025, 12:54 PM |
Q4 2024 |
146 |
$209M |
+$5.07M |
-$6.02M |
-$953K |
AAPL, MSFT, JPM, IJH, AMZN
|
13F-HR |
1/13/2025, 04:17 PM |
Q3 2024 |
148 |
$211M |
+$6.14M |
-$3.38M |
+$2.76M |
AAPL, MSFT, JPM, IJH, COST
|
13F-HR |
10/7/2024, 02:55 PM |
Q2 2024 |
147 |
$195M |
+$8.81M |
-$4.38M |
+$4.43M |
AAPL, MSFT, JPM, IJH, COST
|
13F-HR |
7/10/2024, 04:55 PM |
Q1 2024 |
149 |
$190M |
+$9.01M |
-$2.47M |
+$6.54M |
AAPL, MSFT, JPM, IJH, HD
|
13F-HR |
4/10/2024, 01:07 PM |
Q4 2023 |
143 |
$173M |
+$2.35M |
-$3.86M |
-$1.51M |
AAPL, MSFT, JPM, IJH, HD
|
13F-HR |
1/5/2024, 10:21 AM |
Q3 2023 |
143 |
$159M |
+$19.8M |
-$1.94M |
+$17.9M |
AAPL, MSFT, IJH, JPM, MA
|
13F-HR |
10/10/2023, 09:52 AM |
Q2 2023 |
134 |
$148M |
+$7.1M |
-$1.28M |
+$5.81M |
AAPL, MSFT, MA, HD, UNH
|
13F-HR |
7/7/2023, 07:18 AM |
Q1 2023 |
135 |
$154M |
+$2.26M |
-$3.69M |
-$1.43M |
AAPL, MSFT, IJH, IJR, HD
|
13F-HR |
4/12/2023, 08:14 AM |
Q4 2022 |
134 |
$151M |
+$5.93M |
-$2.69M |
+$3.24M |
AAPL, MSFT, HD, IJH, JPM
|
13F-HR |
1/12/2023, 07:04 PM |
Q3 2022 |
135 |
$138M |
+$6.2M |
-$2.27M |
+$3.93M |
AAPL, MSFT, HD, UNH, IJH
|
13F-HR |
10/6/2022, 12:10 PM |
Q2 2022 |
138 |
$149M |
|
|
|
AAPL, MSFT, UNH, HD, IJR
|
13F-HR |
7/29/2022, 03:53 PM |