|
Q3 2024
|
242 |
2,133,412 |
PWR, KLAC, MSFT, VRTX
|
13F-HR
|
11/12/2024 |
000114145524000006 |
|
Q2 2024
|
226 |
2,078,507 |
KLAC, PWR, MSFT, VRTX
|
13F-HR
|
8/13/2024 |
000114145524000005 |
|
Q1 2024
|
219 |
1,873,392 |
PWR, KLAC, MSFT, BLDR
|
13F-HR
|
4/23/2024 |
000114145524000004 |
|
Q4 2023
|
209 |
1,653,931 |
PWR, KLAC, MSFT, BLDR
|
RESTATEMENT
|
1/30/2024 |
000114145524000003 |
|
Q3 2023
|
203 |
1,525,754 |
PWR, KLAC, MSFT, VRTX
|
13F-HR
|
11/7/2023 |
000114145523000006 |
|
Q2 2023
|
213 |
1,638,431 |
PWR, KLAC, BLDR, MRK
|
13F-HR
|
8/1/2023 |
000114145523000004 |
|
Q1 2023
|
205 |
1,560,698 |
PWR, KLAC, MRK, TMUS
|
13F-HR
|
5/3/2023 |
000114145523000003 |
|
Q4 2022
|
202 |
1,538,061 |
PWR, UNH, MRK, KLAC
|
13F-HR
|
1/31/2023 |
000114145523000002 |
|
Q3 2022
|
185 |
1,418,517 |
PWR, UNH, TMUS, KLAC
|
13F-HR
|
11/8/2022 |
000114145522000006 |
|
Q2 2022
|
180 |
1,452,518 |
PWR, UNH, FCX, MSFT
|
13F-HR
|
7/20/2022 |
000114145522000005 |
|
Q1 2022
|
198 |
1,712,174 |
FCX, PWR, MSFT, MS
|
13F-HR
|
5/3/2022 |
000114145522000004 |
|
Q4 2021
|
203 |
1,795,813 |
MSFT, FCX, MS, PWR
|
13F-HR
|
1/31/2022 |
000114145522000001 |
|
Q3 2021
|
208 |
1,642,225 |
MS, MSFT, PWR, FCX
|
13F-HR
|
11/4/2021 |
000114145521000007 |
|
Q2 2021
|
204 |
1,609,901 |
MS, FCX, MSFT, TSM
|
13F-HR
|
8/3/2021 |
000114145521000006 |
|
Q1 2021
|
171 |
1,525,666 |
KLAC, AMZN, FCX, TSM
|
13F-HR
|
5/11/2021 |
000114145521000003 |
|
Q4 2020
|
154 |
1,470,834 |
DOCU, AMZN, NFLX, KLAC
|
13F-HR
|
2/10/2021 |
000114145521000001 |
|
Q3 2020
|
138 |
1,330,867 |
DOCU, AMZN, NFLX, VRTX
|
13F-HR
|
11/4/2020 |
000114145520000006 |
|
Q2 2020
|
129 |
1,064,229 |
DOCU, AMZN, NFLX, VRTX
|
13F-HR
|
8/7/2020 |
000114145520000004 |
|
Q1 2020
|
126 |
870,552 |
LLY, VRTX, NFLX, AMZN
|
13F-HR
|
5/4/2020 |
000114145520000003 |
|
Q4 2019
|
143 |
1,134,132 |
ABT, BX, KLAC, AMT
|
13F-HR
|
1/27/2020 |
000114145520000001 |
|
Q3 2019
|
136 |
1,144,592 |
ABT, LIN, AMT, PG
|
13F-HR
|
11/5/2019 |
000114145519000004 |
|
Q2 2019
|
146 |
1,188,637 |
ABT, LIN, UNP, AMT
|
13F-HR
|
7/31/2019 |
000114145519000003 |
|
Q1 2019
|
142 |
1,184,729 |
ABT, PFE, UNP, COP
|
13F-HR
|
5/1/2019 |
000114145519000002 |
|
Q4 2018
|
145 |
1,035,341 |
ABT, PFE, COP, LIN
|
13F-HR
|
2/7/2019 |
000114145519000001 |
|
Q3 2018
|
134 |
1,246,583 |
ABT, PYPL, COP, UNP
|
13F-HR
|
10/15/2018 |
000114145518000004 |
|
Q2 2018
|
131 |
1,120,869 |
PYPL, ABT, PX, UNP
|
13F-HR
|
7/26/2018 |
000114145518000003 |
|
Q1 2018
|
143 |
1,104,452 |
DXC, PYPL, ABT, RTN
|
13F-HR
|
5/1/2018 |
000114145518000002 |
|
Q4 2017
|
148 |
1,068,380 |
PYPL, DXC, ABT, WM
|
13F-HR
|
2/12/2018 |
000114145518000001 |
|
Q3 2017
|
148 |
967,192 |
DXC, PYPL, RTN, WM
|
13F-HR
|
11/13/2017 |
000114145517000004 |
|
Q2 2017
|
146 |
887,137 |
AMZN, DXC, WM, RTN
|
13F-HR
|
8/17/2017 |
000114145517000003 |
|
Q1 2017
|
140 |
825,021 |
AMZN, CSC, WM, RTN
|
13F-HR
|
4/28/2017 |
000114145517000002 |
|
Q4 2016
|
130 |
722,716 |
AMZN, NVDA, CSC, RTN
|
13F-HR
|
2/7/2017 |
000114145517000001 |
|
Q3 2016
|
138 |
708,434 |
AMZN, ISRG, T, NVDA
|
13F-HR
|
11/15/2016 |
000114145516000008 |
|
Q2 2016
|
127 |
672,695 |
AMZN, T, ISRG, RTN
|
13F-HR
|
8/3/2016 |
000114145516000007 |
|
Q1 2016
|
121 |
633,633 |
T, DAL, ISRG, WM
|
13F-HR
|
5/4/2016 |
000114145516000006 |
|
Q4 2015
|
133 |
663,245 |
DAL, RCL, NTES, AMZN
|
13F-HR
|
1/27/2016 |
000114145516000005 |
|
Q3 2015
|
135 |
599,918 |
AGN, FTNT, EXPE, COST
|
13F-HR
|
11/2/2015 |
000114145515000004 |
|
Q2 2015
|
125 |
599,667 |
AVGO, AGN, SWKS, SHW
|
13F-HR
|
8/11/2015 |
000114145515000003 |
|
Q1 2015
|
122 |
572,374 |
AVGO, ACTAVIS PLC, SWKS, WHR
|
13F-HR
|
5/6/2015 |
000114145515000002 |
|
Q4 2014
|
116 |
482,253 |
ACTAVIS PLC, AVGO, ILMN, SWKS
|
13F-HR
|
2/6/2015 |
000114145515000001 |
|
Q3 2014
|
115 |
428,460 |
ACTAVIS PLC, AVGO, ILMN, BK
|
13F-HR
|
11/12/2014 |
000114145514000004 |
|
Q2 2014
|
127 |
417,418 |
ACTAVIS PLC, ILMN, PPG, AVGO
|
13F-HR
|
8/14/2014 |
000114145514000003 |
|
Q1 2014
|
136 |
399,287 |
ACTAVIS PLC, FLS, PPG, ILMN
|
13F-HR
|
5/13/2014 |
000114145514000002 |
|
Q4 2013
|
129 |
377,307 |
ACTAVIS PLC, FLS, PPG, ILMN
|
13F-HR
|
2/19/2014 |
000114145514000001 |