|
Q2 2026
|
90 |
464,456
|
AAPL, GOOGL, SMH, JPM
|
13F-HR
|
8/14/2026 |
000156983326000007 |
|
Q1 2026
|
90 |
405,785
|
AAPL, GOOGL, JPM, GLD
|
13F-HR
|
5/15/2026 |
000156983326000005 |
|
Q4 2025
|
88 |
423,480
|
AAPL, GOOGL, JPM, XLV
|
13F-HR
|
2/17/2026 |
000156983326000002 |
|
Q3 2025
|
95 |
423,347
|
AAPL, JPM, AMZN, GOOGL
|
13F-HR
|
11/6/2025 |
000156983325000006 |
|
Q2 2025
|
91 |
381,014
|
JPM, AMZN, AAPL, MSFT
|
13F-HR
|
7/30/2025 |
000156983325000003 |
|
Q1 2025
|
91 |
382,077
|
AAPL, JPM, AMZN, XLI
|
13F-HR
|
5/15/2025 |
000156983325000002 |
|
Q4 2024
|
93 |
412,245
|
AAPL, AMZN, JPM, MSFT
|
13F-HR
|
2/14/2025 |
000177781325000002 |
|
Q3 2024
|
49 |
358,630
|
AAPL, GOOGL, AMZN, JPM
|
13F-HR
|
11/14/2024 |
000156983324000009 |
|
Q2 2024
|
47 |
350,089
|
AAPL, GOOGL, XLK, AMZN
|
13F-HR
|
8/13/2024 |
000156983324000005 |
|
Q1 2024
|
44 |
344,232
|
AAPL, GOOGL, AMZN, XLK
|
13F-HR
|
5/14/2024 |
000156983324000002 |
|
Q4 2023
|
2 |
30,427
|
GOOGL, GOOG
|
NEW HOLDINGS
|
5/16/2024 |
000156983324000003 |
|
Q4 2023
|
36 |
287,025
|
AAPL, AMZN, RSP, JPM
|
13F-HR
|
2/14/2024 |
000156983324000001 |
|
Q3 2023
|
27 |
255,524
|
AAPL, GOOGL, AGG, AMZN
|
13F-HR
|
11/14/2023 |
000156983323000006 |
|
Q2 2023
|
28 |
271,344
|
AAPL, GOOGL, AGG, AMZN
|
13F-HR
|
8/9/2023 |
000156983323000004 |
|
Q1 2023
|
29 |
243,857
|
AAPL, GOOGL, XLP, AGG
|
13F-HR
|
5/15/2023 |
000156983323000003 |
|
Q4 2022
|
31 |
236,312
|
AAPL, XLP, GOOGL, JPM
|
13F-HR
|
2/13/2023 |
000156983323000002 |
|
Q3 2022
|
30 |
217,380
|
AAPL, GOOGL, AMZN, XLP
|
13F-HR
|
11/14/2022 |
000156983322000007 |
|
Q2 2022
|
30 |
239,104
|
AAPL, GOOGL, XLP, XLV
|
13F-HR
|
8/15/2022 |
000156983322000004 |
|
Q1 2022
|
31 |
285,303
|
AAPL, GOOGL, AMZN, XLP
|
13F-HR
|
5/4/2022 |
000156983322000003 |
|
Q4 2021
|
35 |
335,440
|
AAPL, GOOGL, AMZN, XLY
|
13F-HR
|
2/11/2022 |
000156983322000002 |
|
Q3 2021
|
38 |
313,029
|
AAPL, GOOGL, AMZN, META
|
13F-HR
|
11/2/2021 |
000106299321010133 |
|
Q2 2021
|
42 |
312,359
|
AAPL, GOOGL, AMZN, META
|
13F-HR
|
7/30/2021 |
000106299321006817 |
|
Q1 2021
|
39 |
295,578
|
AAPL, AMZN, GOOGL, META
|
13F-HR
|
5/3/2021 |
000106299321004011 |
|
Q4 2020
|
38 |
279,473
|
AAPL, AMZN, GOOGL, XLP
|
13F-HR
|
1/29/2021 |
000106299321000695 |
|
Q3 2020
|
36 |
252,501
|
AMZN, AAPL, GLD, META
|
13F-HR
|
11/3/2020 |
000106299320005348 |
|
Q2 2020
|
38 |
239,601
|
GLD, AMZN, AAPL, GOOGL
|
13F-HR
|
8/5/2020 |
000106299320003698 |
|
Q1 2020
|
33 |
179,761
|
GLD, AMZN, GOOGL, SH
|
13F-HR
|
4/24/2020 |
000106299320001930 |
|
Q4 2019
|
37 |
219,598
|
XLV, GOOGL, JPM, AAPL
|
13F-HR
|
1/24/2020 |
000106299320000303 |
|
Q3 2019
|
35 |
198,564
|
GOOGL, XLV, META, GLD
|
13F-HR
|
10/25/2019 |
000106299319004020 |
|
Q2 2019
|
37 |
194,491
|
XLV, META, GOOGL, AMZN
|
13F-HR
|
7/17/2019 |
000106299319002935 |
|
Q1 2019
|
38 |
177,304
|
XLV, GOOGL, META, AMZN
|
13F-HR
|
5/7/2019 |
000106299319002027 |
|
Q4 2018
|
33 |
158,117
|
SPDR S&P 500 ETF TR calls, XLV, GOOGL, META
|
13F-HR
|
1/29/2019 |
000106299319000388 |
|
Q3 2018
|
43 |
214,925
|
XLV, XLP, GOOGL, META
|
13F-HR
|
10/31/2018 |
000106299318004277 |
|
Q2 2018
|
45 |
210,517
|
META, QQQ puts, XLV, GOOGL
|
13F-HR
|
8/13/2018 |
000106299318003292 |
|
Q1 2018
|
46 |
204,876
|
IWM puts, META, XLV, GOOGL
|
RESTATEMENT
|
9/6/2018 |
000106299318003655 |
|
Q4 2017
|
49 |
214,971
|
QQQ puts, META, XLV, GOOGL
|
RESTATEMENT
|
9/6/2018 |
000106299318003653 |
|
Q3 2017
|
51 |
209,977
|
META, QQQ puts, GOOGL, XLV
|
RESTATEMENT
|
9/6/2018 |
000106299318003652 |
|
Q2 2017
|
46 |
219,486
|
QQQ puts, META, GOOGL, JPM
|
RESTATEMENT
|
9/6/2018 |
000106299318003651 |
|
Q1 2017
|
46 |
202,093
|
IWM puts, META, QQQ puts, GOOGL
|
RESTATEMENT
|
9/6/2018 |
000106299318003650 |
|
Q4 2016
|
54 |
196,809
|
SPY puts, META, IWM puts, GOOGL
|
RESTATEMENT
|
9/6/2018 |
000106299318003645 |
|
Q3 2016
|
77 |
219,359
|
META, META puts, GOOGL, XLK calls
|
RESTATEMENT
|
9/6/2018 |
000106299318003644 |
|
Q2 2016
|
60 |
188,798
|
SPY puts, META, GOOGL, ECL
|
RESTATEMENT
|
9/6/2018 |
000106299318003643 |
|
Q1 2016
|
67 |
202,264
|
META, GOOGL, HCA, XLE
|
RESTATEMENT
|
9/6/2018 |
000106299318003642 |
|
Q4 2015
|
42 |
187,672
|
META, GOOGL, CRM, SBUX
|
RESTATEMENT
|
9/6/2018 |
000106299318003637 |
|
Q3 2015
|
42 |
188,060
|
META, GOOGL, HCA, AAPL
|
RESTATEMENT
|
9/6/2018 |
000106299318003635 |
|
Q2 2015
|
47 |
219,522
|
META, AAPL, CEPHEID, HCA
|
RESTATEMENT
|
9/6/2018 |
000106299318003633 |
|
Q1 2015
|
42 |
223,789
|
META, AAPL, DXCM, CEPHEID
|
13F-HR
|
5/13/2015 |
000106299315002630 |
|
Q4 2014
|
43 |
206,423
|
PODD, META, DXCM, AAPL
|
13F-HR
|
2/13/2015 |
000106299315000746 |
|
Q3 2014
|
44 |
216,691
|
META, PODD, AAPL, CEPHEID
|
13F-HR
|
11/13/2014 |
000106299314006540 |
|
Q2 2014
|
43 |
221,973
|
PODD, META, ECL, EPD
|
13F-HR
|
8/12/2014 |
000106299314004738 |
|
Q1 2014
|
41 |
202,242
|
PODD, META, GOOGL, EPAY
|
13F-HR
|
5/12/2014 |
000106299314002731 |
|
Q4 2013
|
41 |
212,570
|
PODD, GOOGL, META, EPAY
|
13F-HR
|
2/11/2014 |
000106299314000609 |