|
Q3 2024
|
40 |
3,074,779 |
COF, TEVA, WFC, WTW
|
13F-HR
|
11/12/2024 |
000095012324010937 |
|
Q2 2024
|
39 |
2,999,677 |
TEVA, FIS, COF, OGN
|
13F-HR
|
8/13/2024 |
000095012324008032 |
|
Q1 2024
|
38 |
3,197,125 |
PVH, WFC, FLEX, GM
|
13F-HR
|
5/10/2024 |
000095012324004294 |
|
Q4 2023
|
36 |
2,883,173 |
PVH, FLEX, COF, WFC
|
13F-HR
|
2/7/2024 |
000095012324000927 |
|
Q3 2023
|
38 |
2,611,861 |
TOT, FLEX, VST, WFC
|
13F-HR
|
11/6/2023 |
000095012323009436 |
|
Q2 2023
|
37 |
2,713,286 |
FLEX, VST, NXPI, WFC
|
13F-HR
|
8/9/2023 |
000095012323007009 |
|
Q1 2023
|
35 |
2,657,621 |
FLEX, ORCL, VST, PFE
|
13F-HR
|
5/5/2023 |
000095012323003826 |
|
Q4 2022
|
35 |
2,660,054 |
VST, FLEX, PVH, ORCL
|
13F-HR
|
2/6/2023 |
000095012323000794 |
|
Q3 2022
|
35 |
2,471,819 |
VST, WFC, PRGO, FLEX
|
13F-HR
|
11/4/2022 |
000095012322010858 |
|
Q2 2022
|
36 |
2,731,140 |
VST, PRGO, WFC, FLEX
|
13F-HR
|
8/5/2022 |
000095012322007804 |
|
Q1 2022
|
35 |
3,443,429 |
FLEX, PRGO, VST, ORCL
|
13F-HR
|
5/6/2022 |
000095012322004681 |
|
Q4 2021
|
35 |
3,602,804 |
VST, FLEX, CI, WFC
|
13F-HR
|
2/4/2022 |
000095012322001006 |
|
Q3 2021
|
36 |
3,542,060 |
FLEX, PRGO, WFC, BAC
|
13F-HR
|
11/4/2021 |
000095012321013926 |
|
Q2 2021
|
39 |
3,594,942 |
FLEX, PRGO, VST, Alleghany Corporation
|
13F-HR
|
8/5/2021 |
000095012321009710 |
|
Q1 2021
|
38 |
3,424,082 |
CI, BRK-B, BAC, ORCL
|
13F-HR
|
5/7/2021 |
000095012321005537 |
|
Q4 2020
|
38 |
3,361,881 |
BAC, COF, MS, ORCL
|
13F-HR
|
2/8/2021 |
000095012321001166 |
|
Q3 2020
|
40 |
3,201,877 |
ORCL, CMCSA, CI, BAC
|
13F-HR
|
11/6/2020 |
000095012320010961 |
|
Q2 2020
|
38 |
3,244,955 |
ORCL, PRGO, C, CMCSA
|
13F-HR
|
8/11/2020 |
000095012320008224 |
|
Q1 2020
|
37 |
2,871,095 |
BRK-B, MRK, PRGO, CMCSA
|
13F-HR
|
5/5/2020 |
000095012320003895 |
|
Q4 2019
|
36 |
4,283,271 |
COF, BRK-B, MS, C
|
13F-HR
|
2/6/2020 |
000095012320001001 |
|
Q3 2019
|
36 |
4,813,079 |
COF, BRK-B, AMAT, MS
|
13F-HR
|
11/8/2019 |
000095012319010384 |
|
Q2 2019
|
37 |
5,156,065 |
C, AIG, BRK-B, COF
|
13F-HR
|
8/6/2019 |
000095012319007070 |
|
Q1 2019
|
38 |
5,198,731 |
C, BAC, BRK-B, MRK
|
13F-HR
|
5/2/2019 |
000095012319003775 |
|
Q4 2018
|
38 |
4,858,262 |
MRK, BRK-B, BAC, SABR
|
13F-HR
|
2/6/2019 |
000095012319000744 |
|
Q3 2018
|
37 |
5,849,127 |
MRK, C, PFE, AIG
|
13F-HR
|
11/7/2018 |
000095012318010680 |
|
Q2 2018
|
36 |
5,950,535 |
MRK, C, First Data Corporation, AR
|
13F-HR
|
8/2/2018 |
000095012318007272 |
|
Q1 2018
|
35 |
6,176,683 |
MRK, C, BAC, AR
|
13F-HR
|
5/7/2018 |
000095012318004250 |
|
Q4 2017
|
36 |
6,563,390 |
BAC, C, COF, IP
|
13F-HR
|
2/5/2018 |
000095012318000796 |
|
Q3 2017
|
36 |
6,121,870 |
C, BAC, First Data Corporation, MRK
|
13F-HR
|
11/8/2017 |
000095012317009803 |
|
Q2 2017
|
37 |
6,104,941 |
C, COF, First Data Corporation, BAC
|
13F-HR
|
8/2/2017 |
000095012317006564 |
|
Q1 2017
|
36 |
6,023,161 |
ORCL, C, MRK, OXY
|
13F-HR
|
5/8/2017 |
000095012317004057 |
|
Q4 2016
|
37 |
5,810,704 |
BAC, C, MRK, COF
|
13F-HR
|
2/10/2017 |
000095012317001397 |
|
Q3 2016
|
37 |
5,612,043 |
MRK, COF, C, BAC
|
13F-HR
|
11/7/2016 |
000095012316021286 |
|
Q2 2016
|
41 |
5,456,570 |
MRK, ORCL, TOT, IP
|
13F-HR
|
8/5/2016 |
000095012316018925 |
|
Q1 2016
|
38 |
5,498,476 |
MRK, ORCL, MSFT, COF
|
13F-HR
|
5/5/2016 |
000095012316016224 |
|
Q4 2015
|
37 |
5,496,056 |
TMO, MSFT, CIT, MRK
|
13F-HR
|
2/9/2016 |
000095012316013604 |
|
Q3 2015
|
37 |
5,312,261 |
CIT, TMO, BAC, TXN
|
13F-HR
|
11/3/2015 |
000095012315010683 |
|
Q2 2015
|
40 |
6,208,266 |
MRK, COF, BAC, TMO
|
13F-HR
|
8/3/2015 |
000095012315007935 |
|
Q1 2015
|
38 |
6,247,642 |
AES, TMO, GE, AIG
|
13F-HR
|
5/8/2015 |
000095012315005200 |
|
Q4 2014
|
50 |
6,356,526 |
AES, TMO, BAC, ORCL
|
13F-HR
|
2/6/2015 |
000095012315001007 |
|
Q3 2014
|
52 |
6,211,107 |
C, BAC, TMO, QCOM
|
13F-HR
|
11/12/2014 |
000095012314011400 |
|
Q2 2014
|
53 |
6,173,839 |
HES, QCOM, AES, AIG
|
13F-HR
|
8/11/2014 |
000095012314008253 |
|
Q1 2014
|
55 |
5,813,159 |
QCOM, GE, BAC, SNY
|
13F-HR
|
5/1/2014 |
000095012314004751 |
|
Q4 2013
|
58 |
5,944,864 |
QCOM, TMO, BAC, GOOGL
|
13F-HR
|
2/5/2014 |
000095012314001114 |