|
Q1 2025
|
101 |
1,530,416 |
AAPL, PLTR, PG, V
|
13F-HR
|
4/30/2025 |
000142050625000840 |
|
Q4 2024
|
110 |
1,604,978 |
AAPL, NVDA, PLTR, AMZN
|
13F-HR
|
2/7/2025 |
000142050625000201 |
|
Q3 2024
|
109 |
1,589,263 |
NVDA, AAPL, PG, IWM
|
13F-HR
|
11/12/2024 |
000194104024000499 |
|
Q2 2024
|
103 |
1,516,114 |
NVDA, AAPL, NVO, PG
|
13F-HR
|
7/29/2024 |
000194104024000303 |
|
Q1 2024
|
107 |
1,470,898 |
NVDA, IWM, NVO, AAPL
|
13F-HR
|
5/1/2024 |
000194104024000221 |
|
Q4 2023
|
106 |
1,245,377 |
AAPL, IWM, PG, NVO
|
13F-HR
|
1/30/2024 |
000194104024000054 |
|
Q3 2023
|
91 |
970,617 |
AAPL, PG, MCK, NVO
|
13F-HR
|
11/3/2023 |
000194104023000335 |
|
Q2 2023
|
93 |
627,446 |
AAPL, PG, MCK, NVO
|
13F-HR
|
8/8/2023 |
000194104023000199 |
|
Q1 2023
|
91 |
506,449 |
AAPL, PG, NVO, MCK
|
13F-HR
|
5/1/2023 |
000194104023000116 |
|
Q4 2022
|
98 |
410,656 |
PG, MCK, AAPL, NVO
|
13F-HR
|
2/6/2023 |
000194104023000054 |
|
Q3 2022
|
97 |
454,037 |
UUP, AAPL, TBT, MCK
|
13F-HR
|
11/14/2022 |
000194104022000026 |
|
Q2 2022
|
86 |
381,425 |
PG, AAPL, MCK, TBT
|
13F-HR
|
8/11/2022 |
000194104022000013 |
|
Q1 2022
|
116 |
1,063,988 |
AAPL, PG, COST, AMZN
|
13F-HR
|
5/5/2022 |
000106299322011603 |
|
Q4 2021
|
141 |
1,295,192 |
AAPL, PG, NVDA, MSFT
|
13F-HR
|
2/9/2022 |
000106299322003190 |
|
Q3 2021
|
137 |
1,142,748 |
AAPL, PG, IWM, AMZN
|
13F-HR
|
11/12/2021 |
000106299321010681 |
|
Q2 2021
|
143 |
1,245,869 |
AAPL, PG, IWM, AMZN
|
13F-HR
|
8/6/2021 |
000121390021040643 |
|
Q1 2021
|
127 |
1,063,183 |
PG, AAPL, IWM, AMZN
|
13F-HR
|
5/7/2021 |
000121390021024979 |
|
Q4 2020
|
126 |
929,760 |
PG, AAPL, AMZN, ADBE
|
13F-HR
|
2/12/2021 |
000121390021008578 |
|
Q3 2020
|
109 |
785,284 |
PG, AAPL, AMZN, ADBE
|
13F-HR
|
11/10/2020 |
000121390020036137 |
|
Q2 2020
|
97 |
637,190 |
PG, AAPL, AMZN, ADBE
|
13F-HR
|
7/29/2020 |
000121390020018970 |
|
Q1 2020
|
78 |
408,186 |
PG, AAPL, ADBE, AMZN
|
13F-HR
|
5/1/2020 |
000121390020010740 |
|
Q4 2019
|
106 |
634,163 |
PG, EEM, NEE, ASML
|
13F-HR
|
1/28/2020 |
000121390020002030 |
|
Q3 2019
|
94 |
533,133 |
PG, NEE, ASML, GOOGL
|
13F-HR
|
10/21/2019 |
000121390019020699 |
|
Q2 2019
|
91 |
444,476 |
PG, NEE, BHP, ADBE
|
13F-HR
|
8/8/2019 |
000121390019014918 |
|
Q1 2019
|
90 |
314,583 |
PG, NEE, BHP, ADBE
|
13F-HR
|
5/13/2019 |
000121390019008400 |
|
Q4 2018
|
76 |
257,158 |
PG, LW, NEE, BHP
|
13F-HR
|
2/13/2019 |
000121390019002271 |
|
Q3 2018
|
108 |
696,462 |
IWM, AMZN, AAPL, NFLX
|
13F-HR
|
11/5/2018 |
000151321118000006 |
|
Q2 2018
|
115 |
638,680 |
IWM, AMZN, NFLX, AAPL
|
13F-HR
|
7/25/2018 |
000151321118000005 |
|
Q1 2018
|
113 |
631,902 |
IWM, AMZN, AAPL, UNH
|
RESTATEMENT
|
5/8/2018 |
000151321118000004 |
|
Q4 2017
|
107 |
657,026 |
IWM, PG, META, AAPL
|
13F-HR
|
2/5/2018 |
000151321118000001 |
|
Q3 2017
|
115 |
619,662 |
IWM, PG, META, LRCX
|
13F-HR
|
10/16/2017 |
000151321117000005 |
|
Q2 2017
|
123 |
612,157 |
IWM, PG, META, AAPL
|
13F-HR
|
7/18/2017 |
000151321117000004 |
|
Q1 2017
|
115 |
570,978 |
IWM, PG, META, AAPL
|
13F-HR
|
5/4/2017 |
000151321117000003 |
|
Q4 2016
|
108 |
513,536 |
PG, META, T, UNH
|
13F-HR
|
2/3/2017 |
000151321117000001 |
|
Q3 2016
|
107 |
511,615 |
PG, META, T, JNJ
|
13F-HR
|
11/10/2016 |
000151321116000011 |
|
Q2 2016
|
105 |
483,932 |
PG, T, META, CCI
|
13F-HR
|
8/11/2016 |
000151321116000010 |
|
Q1 2016
|
94 |
387,806 |
PG, META, T, JNJ
|
13F-HR
|
5/13/2016 |
000151321116000009 |
|
Q4 2015
|
117 |
468,005 |
PG, META, SCHW, CRM
|
13F-HR
|
2/4/2016 |
000151321116000006 |
|
Q3 2015
|
117 |
426,280 |
PG, META, AGN, SCHW
|
13F-HR
|
11/12/2015 |
000151321115000005 |
|
Q2 2015
|
135 |
488,261 |
PG, AAPL, BMRN, HD
|
13F-HR
|
7/23/2015 |
000151321115000004 |
|
Q1 2015
|
135 |
464,961 |
PG, AAPL, HD, Actavis Plc
|
13F-HR
|
5/12/2015 |
000151321115000003 |
|
Q4 2014
|
134 |
466,991 |
PG, Actavis Plc, AAPL, HD
|
13F-HR
|
2/9/2015 |
000151321115000002 |
|
Q3 2014
|
134 |
449,115 |
Actavis Plc, PG, AAPL, MMP
|
13F-HR
|
11/13/2014 |
000151321114000005 |
|
Q2 2014
|
137 |
424,097 |
Actavis Plc, PG, CVX, MMP
|
13F-HR
|
8/11/2014 |
000151321114000004 |
|
Q1 2014
|
137 |
411,680 |
Actavis Plc, PG, CVX, XOM
|
13F-HR
|
5/12/2014 |
000151321114000003 |
|
Q4 2013
|
145 |
400,517 |
PG, Actavis Plc, CVX, XOM
|
13F-HR
|
2/6/2014 |
000151321114000001 |