| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 38 | 16,557,982 | MSFT, BDX, SCHW, MELI | 13F-HR | 5/15/2025 | 000117266125002407 |
| Q4 2024 | 38 | 19,169,751 | MSFT, AMZN, BDX, SCHW | 13F-HR | 2/14/2025 | 000117266125001001 |
| Q3 2024 | 42 | 21,407,540 | MSFT, AMZN, BDX, MELI | 13F-HR | 11/14/2024 | 000117266124004888 |
| Q2 2024 | 43 | 20,775,578 | MSFT, AMZN, BDX, TMO | 13F-HR | 8/13/2024 | 000117266124003310 |
| Q1 2024 | 42 | 21,908,105 | AMZN, MSFT, AMAT, TMO | 13F-HR | 5/14/2024 | 000117266124002253 |
| Q4 2023 | 44 | 22,058,331 | AMZN, MSFT, AMAT, EFX | 13F-HR | 2/14/2024 | 000117266124000995 |
| Q3 2023 | 43 | 19,003,187 | MSFT, AMZN, AMAT, HSIC | 13F-HR | 11/13/2023 | 000117266123003779 |
| Q2 2023 | 44 | 20,647,809 | MSFT, AMZN, AMAT, ADI | 13F-HR | 8/11/2023 | 000117266123002904 |
| Q1 2023 | 41 | 18,779,305 | MSFT, AMZN, HSIC, ADI | 13F-HR | 5/12/2023 | 000117266123002066 |
| Q4 2022 | 41 | 17,321,868 | SCHW, AMZN, HSIC, MSFT | 13F-HR | 2/13/2023 | 000117266123000697 |
| Q3 2022 | 45 | 16,855,345 | AMZN, SCHW, MSFT, HSIC | 13F-HR | 11/10/2022 | 000117266122002361 |
| Q2 2022 | 46 | 18,347,313 | AMZN, MSFT, HSIC, EFX | 13F-HR | 8/12/2022 | 000117266122001801 |
| Q1 2022 | 46 | 21,838,377 | AMZN, BAX, BDX, HSIC | 13F-HR | 5/13/2022 | 000117266122001266 |
| Q4 2021 | 47 | 24,331,619 | BAX, AMZN, JLL, BDX | 13F-HR | 2/11/2022 | 000117266122000341 |
| Q3 2021 | 45 | 24,053,964 | BAX, GOOG, AMZN, JLL | 13F-HR | 11/12/2021 | 000117266121002155 |
| Q2 2021 | 40 | 24,114,816 | BAX, AMZN, GOOG, CSCO | 13F-HR | 8/16/2021 | 000117266121001751 |
| Q1 2021 | 40 | 23,855,603 | BAX, EFX, CSCO, SCHW | 13F-HR | 5/17/2021 | 000117266121001288 |
| Q4 2020 | 41 | 22,412,276 | SCHW, BAX, CTSH, EFX | 13F-HR | 2/16/2021 | 000117266121000657 |
| Q3 2020 | 42 | 18,840,568 | CTSH, SCHW, BAX, XRAY | 13F-HR | 11/16/2020 | 000117266120002226 |
| Q2 2020 | 39 | 17,335,083 | GOOG, CTSH, BAX, SCHW | 13F-HR | 8/14/2020 | 000117266120001737 |
| Q1 2020 | 41 | 14,086,984 | GOOG, SCHW, BAX, CTSH | 13F-HR | 5/15/2020 | 000117266120001272 |
| Q4 2019 | 39 | 15,636,033 | GOOG, SCHW, CTSH, XRAY | 13F-HR | 2/14/2020 | 000117266120000506 |
| Q3 2019 | 36 | 14,544,555 | GOOG, SCHW, XRAY, CTSH | RESTATEMENT | 11/18/2019 | 000117266119002392 |
| Q2 2019 | 34 | 14,505,728 | GOOG, XRAY, SCHW, DE | 13F-HR | 8/14/2019 | 000117266119001788 |
| Q1 2019 | 33 | 13,678,953 | ADI, XRAY, GOOG, SCHW | 13F-HR | 5/15/2019 | 000117266119001374 |
| Q4 2018 | 32 | 11,922,705 | HSIC, ADI, COO, XRAY | 13F-HR | 2/14/2019 | 000117266119000614 |
| Q3 2018 | 31 | 12,531,769 | HSIC, COO, XRAY, ADI | 13F-HR | 11/14/2018 | 000117266118002144 |
| Q2 2018 | 33 | 11,333,071 | HSIC, XRAY, COO, JLL | 13F-HR | 8/14/2018 | 000117266118001652 |
| Q1 2018 | 31 | 10,259,587 | HSIC, JLL, TMO, JD | 13F-HR | 5/15/2018 | 000117266118001200 |
| Q4 2017 | 34 | 10,319,880 | HSIC, CERN, AYI, JLL | 13F-HR | 2/14/2018 | 000117266118000589 |
| Q3 2017 | 34 | 10,408,299 | CERN, AYI, MSFT, TMO | 13F-HR | 11/14/2017 | 000117266117002005 |
| Q2 2017 | 33 | 9,820,489 | CERN, AYI, JLL, MSFT | 13F-HR | 8/14/2017 | 000117266117001654 |
| Q1 2017 | 34 | 9,133,804 | CERN, MSFT, GOOGL, MA | 13F-HR | 5/15/2017 | 000117266117001128 |
| Q4 2016 | 34 | 8,737,572 | MSFT, CERN, DE, TT | 13F-HR | 2/14/2017 | 000117266117000598 |
| Q3 2016 | 33 | 9,234,556 | MSFT, CERN, TT, LLTC | 13F-HR | 11/14/2016 | 000117266116004231 |
| Q2 2016 | 35 | 8,644,516 | MSFT, CERN, TT, LLTC | 13F-HR | 8/15/2016 | 000117266116003779 |
| Q1 2016 | 37 | 8,206,439 | MSFT, TT, QCOM, LLTC | 13F-HR | 5/16/2016 | 000117266116003337 |
| Q4 2015 | 36 | 7,784,223 | MSFT, QCOM, TT, LLTC | 13F-HR | 2/16/2016 | 000117266116002716 |
| Q3 2015 | 34 | 6,899,671 | MSFT, QCOM, LLTC, CHKP | 13F-HR | 11/16/2015 | 000117266115001991 |
| Q2 2015 | 33 | 7,461,074 | MSFT, QCOM, WAT, CHKP | 13F-HR | 8/14/2015 | 000117266115001537 |
| Q1 2015 | 32 | 7,165,323 | CHKP, MSCI, WAT, LLTC | 13F-HR | 5/15/2015 | 000117266115001111 |
| Q4 2014 | 30 | 6,958,419 | CHKP, EW, QCOM, LLTC | 13F-HR | 2/17/2015 | 000117266115000501 |
| Q3 2014 | 31 | 6,412,942 | QCOM, EW, CHKP, MSCI | 13F-HR | 11/14/2014 | 000117266114001766 |
| Q2 2014 | 29 | 6,245,062 | QCOM, CHKP, MSCI, WAT | 13F-HR | 8/14/2014 | 000117266114001404 |
| Q1 2014 | 27 | 5,580,732 | QCOM, WAT, MSCI, INTU | 13F-HR | 5/15/2014 | 000117266114001041 |
| Q4 2013 | 24 | 5,463,342 | QCOM, INTU, WAT, MSCI | 13F-HR | 2/14/2014 | 000117266114000546 |