|
Q2 2026
|
9 |
236,550
|
THE CIGNA GROUP, CHKP, CHECK POINT SOFTWARE TECH LT, SPDR S&P 500 ETF TR
|
13F-HR
|
8/14/2026 |
000159459126000004 |
|
Q1 2026
|
7 |
204,827
|
THE CIGNA GROUP, CRM, CI, CHTR
|
13F-HR
|
5/18/2026 |
000159459126000003 |
|
Q4 2025
|
8 |
166,195
|
THE CIGNA GROUP, CI, SPDR S&P 500 ETF TR, CHARTER COMMUNICATIONS INC N
|
RESTATEMENT
|
2/18/2026 |
000159459126000002 |
|
Q3 2025
|
9 |
201,703
|
THE CIGNA GROUP, CI, SPDR S&P 500 ETF TR, FISERV INC
|
13F-HR
|
11/14/2025 |
000159459125000006 |
|
Q2 2025
|
5 |
127,042
|
THE CIGNA GROUP, CI, JPM, MAGN
|
13F-HR
|
8/15/2025 |
000159459125000004 |
|
Q1 2025
|
3 |
119,183
|
THE CIGNA GROUP, CI, JPM
|
13F-HR
|
5/15/2025 |
000159459125000003 |
|
Q4 2024
|
8 |
275,686
|
CI, VISA INC, BNY, JPM
|
13F-HR
|
2/14/2025 |
000159459125000001 |
|
Q3 2024
|
11 |
228,522
|
V, BNY, SPDR S&P 500 ETF TR, VISA INC
|
13F-HR
|
11/14/2024 |
000159459124000004 |
|
Q2 2024
|
9 |
166,596
|
STT, BNY, JPM, CHKP
|
13F-HR
|
8/12/2024 |
000159459124000003 |
|
Q1 2024
|
9 |
120,266
|
BNY, JPM, STATE STR CORP, CHKP
|
13F-HR
|
5/16/2024 |
000159459124000002 |
|
Q4 2023
|
15 |
149,983
|
CHKP, BNY, JPMORGAN CHASE & CO, JPM
|
13F-HR
|
2/14/2024 |
000159459124000001 |
|
Q3 2023
|
12 |
151,626
|
CHKP, BNY, ATVI, HZNP
|
13F-HR
|
11/15/2023 |
000159459123000008 |
|
Q2 2023
|
5 |
124,476
|
CHKP, BNY, SU
|
13F-HR
|
8/14/2023 |
000159459123000006 |
|
Q1 2023
|
4 |
1,175
|
CHKP, BNY
|
13F-HR
|
5/15/2023 |
000159459123000005 |
|
Q4 2022
|
6 |
128,738
|
CHKP, BNY, CHTR, LBRDA
|
13F-HR
|
2/14/2023 |
000159459123000004 |
|
Q1 2020
|
3 |
24,739
|
CHKP, WMB
|
13F-HR
|
5/13/2020 |
000159459120000003 |
|
Q4 2019
|
7 |
110,157
|
CHKP, WMB, ET, JPM
|
13F-HR
|
2/12/2020 |
000159459120000001 |
|
Q4 2018
|
14 |
87,124
|
WMB, ET, JPM, AAPL
|
13F-HR
|
2/13/2019 |
000159459119000001 |
|
Q3 2018
|
10 |
95,927
|
WMB, AABA, FCEA, GOOGL
|
13F-HR
|
11/14/2018 |
000159459118000004 |
|
Q2 2018
|
8 |
97,781
|
BWP, AABA, WMB, CELG
|
13F-HR
|
8/7/2018 |
000159459118000003 |
|
Q1 2018
|
9 |
105,792
|
BWP, AABA, TWX, ISHARES TR
|
13F-HR
|
5/15/2018 |
000159459118000002 |
|
Q4 2017
|
11 |
112,061
|
SPDR S&P 500 ETF TR, BWP, AABA, ISHARES TR
|
13F-HR
|
2/14/2018 |
000159459118000001 |
|
Q3 2017
|
7 |
68,275
|
AABA, ISHARES TR, BWP, CYBR
|
13F-HR
|
11/14/2017 |
000159459117000004 |
|
Q2 2017
|
4 |
47,632
|
AABA, NYRT, TRIP, COST
|
13F-HR
|
8/14/2017 |
000159459117000003 |
|
Q1 2017
|
8 |
82,177
|
AET, NYRT, YHOO, WWAV
|
13F-HR
|
5/15/2017 |
000159459117000002 |
|
Q4 2016
|
6 |
77,692
|
CHKP, V, TLT, GILD
|
13F-HR
|
2/14/2017 |
000159459117000001 |
|
Q3 2016
|
4 |
64,285
|
CHKP, WFC, MON, YHOO
|
13F-HR
|
11/14/2016 |
000159459116000011 |
|
Q2 2016
|
1 |
2,458
|
ALXN
|
13F-HR
|
8/15/2016 |
000159459116000010 |
|
Q1 2016
|
4 |
26,534
|
AGN, TWTR, NSM, SPY
|
13F-HR
|
5/13/2016 |
000159459116000009 |
|
Q4 2015
|
14 |
188,328
|
SPDR S&P 500 ETF TR, CHKP, BMR, YHOO
|
13F-HR
|
2/16/2016 |
000159459116000008 |
|
Q3 2015
|
7 |
55,784
|
CHKP, CB, SIAL, FSFR
|
13F-HR
|
11/16/2015 |
000159459115000007 |
|
Q2 2015
|
15 |
278,044
|
QCOM, DTV, QUALCOMM INC, SPDR S&P 500 ETF TR
|
13F-HR
|
8/14/2015 |
000159459115000006 |
|
Q1 2015
|
17 |
172,085
|
DTV, PHH, SPY, QCOM
|
13F-HR
|
5/14/2015 |
000159459115000004 |
|
Q4 2014
|
17 |
133,426
|
DOX, PHH, DTV, TLT puts
|
13F-HR
|
2/11/2015 |
000159459115000003 |