| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 105 | 906,305 | MSFT, EA SERIES TRUST, JPM, BK | 13F-HR | 4/22/2025 | 000117266125001530 |
| Q4 2024 | 110 | 915,656 | MSFT, JPM, BK, AAPL | 13F-HR | 1/22/2025 | 000117266125000313 |
| Q3 2024 | 102 | 899,139 | MSFT, BK, JPM, AAPL | 13F-HR | 10/10/2024 | 000117266124004223 |
| Q2 2024 | 101 | 837,464 | MSFT, JPM, BK, GOOG | 13F-HR | 7/15/2024 | 000117266124002769 |
| Q1 2024 | 100 | 836,485 | MSFT, JPM, QCOM, BK | 13F-HR | 4/15/2024 | 000117266124001849 |
| Q4 2023 | 99 | 785,888 | MSFT, JPM, QCOM, MS | 13F-HR | 1/24/2024 | 000117266124000330 |
| Q3 2023 | 93 | 701,721 | MSFT, JPM, CMCSA, CSCO | 13F-HR | 10/12/2023 | 000117266123003390 |
| Q2 2023 | 96 | 725,684 | MSFT, JPM, CMCSA, AAPL | 13F-HR | 7/18/2023 | 000117266123002526 |
| Q1 2023 | 93 | 691,419 | MSFT, JPM, CSCO, GILD | 13F-HR | 4/13/2023 | 000117266123001683 |
| Q4 2022 | 88 | 667,203 | MSFT, JPM, GILD, CVS | 13F-HR | 1/19/2023 | 000117266123000210 |
| Q3 2022 | 81 | 610,196 | MSFT, CVS, JPM, ABBV | 13F-HR | 10/24/2022 | 000117266122002227 |
| Q2 2022 | 85 | 650,852 | MSFT, CMCSA, CVS, JPM | 13F-HR | 7/15/2022 | 000108514622002413 |
| Q1 2022 | 88 | 743,708 | MSFT, CVS, JPM, ABBV | 13F-HR | 4/21/2022 | 000108514622001506 |
| Q4 2021 | 84 | 768,752 | MSFT, CVS, JPM, ABBV | 13F-HR | 2/10/2022 | 000108514622000787 |
| Q3 2021 | 81 | 710,231 | MSFT, JPM, CVS, USB | RESTATEMENT | 11/15/2021 | 000108514621003380 |
| Q2 2021 | 81 | 695,789 | MSFT, JPM, CVS, ABBV | 13F-HR | 8/16/2021 | 000108514621002559 |
| Q1 2021 | 89 | 670,440 | MSFT, JPM, CVS, ABBV | 13F-HR | 5/13/2021 | 000108514621001616 |
| Q4 2020 | 87 | 592,811 | MSFT, JPM, ABBV, CVS | 13F-HR | 2/12/2021 | 000108514621000742 |
| Q3 2020 | 79 | 514,186 | MSFT, K, JPM, ABBV | 13F-HR | 11/12/2020 | 000108514620002858 |
| Q2 2020 | 76 | 521,917 | MSFT, ABBV, K, CSCO | 13F-HR | 8/13/2020 | 000108514620002213 |
| Q1 2020 | 70 | 439,392 | MSFT, GILD, JPM, ABBV | 13F-HR | 5/11/2020 | 000108514620001384 |
| Q4 2019 | 76 | 612,655 | JPM, MSFT, WFC, ETN | 13F-HR | 2/11/2020 | 000108514620000540 |
| Q3 2019 | 75 | 565,425 | JPM, MSFT, WFC, ETN | 13F-HR | 11/12/2019 | 000108514619002860 |
| Q2 2019 | 68 | 564,256 | JPM, MSFT, ETN, WFC | 13F-HR | 8/14/2019 | 000108514619002270 |
| Q1 2019 | 68 | 585,412 | JPM, MSFT, ETN, WFC | 13F-HR | 5/10/2019 | 000108514619001426 |
| Q4 2018 | 69 | 538,593 | JPM, MSFT, ABBV, WFC | 13F-HR | 2/12/2019 | 000108514619000522 |
| Q3 2018 | 64 | 626,904 | JPM, MSFT, CSCO, ETN | 13F-HR | 11/13/2018 | 000108514618002568 |
| Q2 2018 | 65 | 605,994 | JPM, MSFT, WFC, CSCO | 13F-HR | 8/13/2018 | 000108514618001998 |
| Q1 2018 | 64 | 606,281 | JPM, MSFT, CSCO, ETN | 13F-HR | 5/15/2018 | 000108514618001480 |
| Q4 2017 | 67 | 630,196 | JPM, MSFT, WFC, ETN | 13F-HR | 2/13/2018 | 000108514618000682 |
| Q3 2017 | 68 | 607,093 | JPM, WFC, MSFT, ETN | 13F-HR | 11/14/2017 | 000114036117042313 |
| Q2 2017 | 68 | 583,554 | JPM, WFC, MSFT, ETN | 13F-HR | 8/9/2017 | 000114036117030784 |
| Q1 2017 | 67 | 569,261 | JPM, WFC, MSFT, ETN | 13F-HR | 5/10/2017 | 000114036117019295 |
| Q4 2016 | 75 | 590,231 | JPM, WFC, MET, MSFT | 13F-HR | 2/8/2017 | 000114036117004942 |
| Q3 2016 | 78 | 566,999 | JPM, MSFT, WFC, ETN | 13F-HR | 11/7/2016 | 000114036116085133 |
| Q2 2016 | 76 | 513,784 | JPM, WFC, MSFT, PG | 13F-HR | 8/3/2016 | 000114036116074642 |
| Q1 2016 | 79 | 506,982 | JPM, WFC, MSFT, PG | 13F-HR | 5/5/2016 | 000114036116063523 |
| Q4 2015 | 85 | 519,449 | JPM, WFC, MSFT, MET | 13F-HR | 2/8/2016 | 000114036116050541 |
| Q3 2015 | 74 | 699,951 | JPM, WFC, MSFT, MET | 13F-HR | 11/10/2015 | 000114036115040491 |
| Q2 2015 | 79 | 796,372 | JPM, WFC, MET, MSFT | 13F-HR | 8/7/2015 | 000114036115030450 |
| Q1 2015 | 81 | 864,751 | JPM, WFC, ETN, MET | 13F-HR | 5/8/2015 | 000114036115018397 |
| Q4 2014 | 81 | 886,170 | JPM, WFC, MET, ETN | 13F-HR | 2/10/2015 | 000114036115005090 |
| Q3 2014 | 79 | 859,745 | JPM, WFC, MSFT, JNJ | 13F-HR | 11/6/2014 | 000114036114040526 |
| Q2 2014 | 79 | 879,190 | WFC, JPM, SLB, JNJ | 13F-HR | 8/11/2014 | 000114036114031737 |
| Q1 2014 | 80 | 835,760 | JPM, WFC, JNJ, SLB | 13F-HR | 5/8/2014 | 000114036114019492 |
| Q4 2013 | 77 | 823,912 | JPM, WFC, MET, JNJ | 13F-HR | 2/7/2014 | 000114036114005338 |