| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 325 | 2,767,283 | TSM, APH, GOOGL, FLEX | 13F-HR | 10/30/2026 | 000114145526000007 |
| Q2 2026 | 317 | 3,035,432 | GLW, TSM, APH, GOOGL | 13F-HR | 7/23/2026 | 000114145526000004 |
| Q1 2026 | 303 | 2,362,107 | TSM, GLW, GOOGL, APH | 13F-HR | 4/30/2026 | 000114145526000003 |
| Q4 2025 | 315 | 2,414,079 | TSM, APH, AMZN, GLW | 13F-HR | 2/11/2026 | 000114145526000001 |
| Q3 2025 | 304 | 2,438,263 | TSM, APH, AMZN, GLW | 13F-HR | 11/6/2025 | 000114145525000007 |
| Q2 2025 | 272 | 2,272,631 | TSM, APH, AMZN, FFIV | 13F-HR | 7/30/2025 | 000114145525000005 |
| Q1 2025 | 267 | 1,988,318 | TSM, AMZN, APH, GOOGL | 13F-HR | 5/13/2025 | 000114145525000004 |
| Q4 2024 | 265 | 2,205,963 | PWR, TSM, MSFT, AMZN | 13F-HR | 2/6/2025 | 000114145525000003 |
| 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, ACT, SWKS, WHR | 13F-HR | 5/6/2015 | 000114145515000002 |
| Q4 2014 | 116 | 482,253 | ACT, AVGO, ILMN, SWKS | 13F-HR | 2/6/2015 | 000114145515000001 |
| Q3 2014 | 115 | 428,460 | ACT, AVGO, ILMN, BNY | 13F-HR | 11/12/2014 | 000114145514000004 |
| Q2 2014 | 127 | 417,418 | ACT, ILMN, PPG, AVGO | 13F-HR | 8/14/2014 | 000114145514000003 |
| Q1 2014 | 136 | 399,287 | ACT, FLS, PPG, ILMN | 13F-HR | 5/13/2014 | 000114145514000002 |
| Q4 2013 | 129 | 377,307 | ACT, FLS, PPG, ILMN | 13F-HR | 2/19/2014 | 000114145514000001 |