| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 428 | 711,113 | AAPL, MSFT, JPM, APH | 13F-HR | 5/16/2025 | 000074904425000002 |
| Q4 2024 | 428 | 732,603 | AAPL, MSFT, JPM, APH | 13F-HR | 2/14/2025 | 000074904425000001 |
| Q3 2024 | 464 | 741,269 | AAPL, MSFT, JPM, APH | 13F-HR | 11/15/2024 | 000074904424000006 |
| Q2 2024 | 429 | 687,066 | AAPL, MSFT, JPM, APH | 13F-HR | 8/14/2024 | 000074904424000004 |
| Q1 2024 | 439 | 684,289 | MSFT, AAPL, JPM, APH | 13F-HR | 5/15/2024 | 000074904424000003 |
| Q4 2023 | 456 | 673,170 | AAPL, MSFT, JPM, MCD | RESTATEMENT | 2/14/2024 | 000074904424000002 |
| Q3 2023 | 446 | 614,158 | AAPL, MSFT, JPM, MCD | 13F-HR | 11/16/2023 | 000074904423000004 |
| Q2 2023 | 448 | 640,801 | AAPL, MSFT, MCD, JPM | 13F-HR | 8/16/2023 | 000074904423000003 |
| Q1 2023 | 483 | 621,866 | ABBV, ZBRA, WASH, INTU | 13F-HR | 5/11/2023 | 000074904423000002 |
| Q4 2022 | 457 | 633,348 | AAPL, MSFT, NEE, MCD | 13F-HR | 2/8/2023 | 000074904423000001 |
| Q3 2022 | 492 | 579,532 | AAPL, MSFT, NEE, MCD | 13F-HR | 11/15/2022 | 000074904422000005 |
| Q2 2022 | 523 | 618,819 | AAPL, MSFT, NEE, MCD | 13F-HR | 8/10/2022 | 000074904422000004 |
| Q1 2022 | 509 | 715,695 | AAPL, MSFT, NEE, JPM | 13F-HR | 5/19/2022 | 000074904422000003 |
| Q4 2021 | 521 | 768,435 | AAPL, MSFT, NEE, JPM | 13F-HR | 2/4/2022 | 000074904422000001 |
| Q3 2021 | 496 | 695,551 | AAPL, MSFT, JPM, NEE | 13F-HR | 11/12/2021 | 000074904421000006 |
| Q2 2021 | 502 | 711,935 | AAPL, MSFT, JPM, NEE | 13F-HR | 8/10/2021 | 000074904421000003 |
| Q1 2021 | 507 | 661,476 | AAPL, MSFT, JPM, NEE | 13F-HR | 5/13/2021 | 000074904421000002 |
| Q4 2020 | 493 | 621,712 | AAPL, MSFT, NEE, JPM | 13F-HR | 2/16/2021 | 000074904421000001 |
| Q3 2020 | 449 | 553,905 | AAPL, MSFT, NEE, MCD | 13F-HR | 11/12/2020 | 000074904420000005 |
| Q2 2020 | 491 | 522,842 | AAPL, MSFT, NEE, MCD | 13F-HR | 8/11/2020 | 000074904420000004 |
| Q1 2020 | 507 | 448,297 | MSFT, AAPL, NEE, JPM | 13F-HR | 5/4/2020 | 000074904420000003 |
| Q4 2019 | 477 | 577,446 | AAPL, MSFT, JPM, NEE | 13F-HR | 2/13/2020 | 000074904420000002 |
| Q3 2019 | 520 | 540,602 | MSFT, AAPL, JPM, MCD | 13F-HR | 12/4/2019 | 000074904419000006 |
| Q4 2018 | 518 | 449,302 | MSFT, JPM, MCD, JNJ | 13F-HR | 2/21/2019 | 000074904419000001 |
| Q3 2018 | 465 | 548,236 | WFC, AAPL, JPM, MSFT | 13F-HR | 11/15/2018 | 000074904418000008 |