| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 80 | 257,662 | ORLY, ADP, SYK, ORCL | 13F-HR | 5/12/2025 | 000090572925000089 |
| Q4 2024 | 71 | 245,130 | ORLY, ADP, SYK, ORCL | 13F-HR | 2/10/2025 | 000090572925000028 |
| Q3 2024 | 71 | 251,169 | ORLY, SYK, ADP, ORCL | 13F-HR | 11/6/2024 | 000090572924000163 |
| Q2 2024 | 71 | 229,709 | ORLY, SYK, ADP, ORCL | 13F-HR | 8/13/2024 | 000090572924000139 |
| Q1 2024 | 70 | 238,407 | ORLY, SYK, ADP, ITW | 13F-HR | 5/8/2024 | 000090572924000090 |
| Q4 2023 | 69 | 240,859 | ORLY, SYK, ADP, GOOG | 13F-HR | 2/8/2024 | 000090572924000031 |
| Q3 2023 | 68 | 206,148 | ORLY, ADP, SYK, ITW | 13F-HR | 11/13/2023 | 000090572923000163 |
| Q2 2023 | 67 | 214,653 | ORLY, SYK, ADP, ITW | 13F-HR | 8/14/2023 | 000090572923000122 |
| Q1 2023 | 68 | 207,690 | ORLY, SYK, ADP, ITW | 13F-HR | 5/10/2023 | 000090572923000085 |
| Q4 2022 | 69 | 201,277 | ORLY, ADP, SYK, ITW | 13F-HR | 2/9/2023 | 000090572923000043 |
| Q3 2022 | 67 | 182,523 | ORLY, ADP, SYK, EL | 13F-HR | 11/9/2022 | 000090572922000219 |
| Q2 2022 | 69 | 194,993 | ORLY, ADP, SYK, EL | 13F-HR | 8/2/2022 | 000090572922000171 |
| Q1 2022 | 69 | 222,505 | ORLY, ADP, SYK, EL | 13F-HR | 5/11/2022 | 000090572922000121 |
| Q4 2021 | 77 | 251,940 | ORLY, ADP, SYK, EL | 13F-HR | 1/31/2022 | 000090572922000022 |
| Q3 2021 | 74 | 227,310 | ORLY, SYK, ADP, KMX | 13F-HR | 11/10/2021 | 000090572921000205 |
| Q2 2021 | 74 | 228,998 | ORLY, SYK, ADP, KMX | 13F-HR | 7/23/2021 | 000090572921000163 |
| Q1 2021 | 71 | 221,895 | EL, ORLY, SYK, KMX | 13F-HR | 5/4/2021 | 000090572921000108 |
| Q4 2020 | 71 | 205,958 | EL, SYK, ORLY, ADP | 13F-HR | 2/11/2021 | 000090572921000031 |
| Q3 2020 | 65 | 177,370 | EL, ORLY, SYK, ITW | 13F-HR | 11/12/2020 | 000090572920000226 |
| Q2 2020 | 66 | 169,565 | ORLY, EL, SYK, ADP | 13F-HR | 8/10/2020 | 000090572920000185 |
| Q1 2020 | 65 | 139,784 | EL, SYK, ORLY, ADP | 13F-HR | 5/5/2020 | 000090572920000103 |
| Q4 2019 | 65 | 169,275 | EL, ORLY, SYK, ADP | 13F-HR | 2/13/2020 | 000090572920000044 |
| Q3 2019 | 71 | 171,955 | EL, ORLY, SYK, ADP | 13F-HR | 11/13/2019 | 000090572919000217 |
| Q2 2019 | 72 | 169,588 | EL, ORLY, SYK, ADP | 13F-HR | 8/9/2019 | 000090572919000164 |
| Q1 2019 | 73 | 163,307 | ORLY, SYK, EL, ADP | 13F-HR | 5/9/2019 | 000090572919000118 |
| Q4 2018 | 64 | 130,793 | ORLY, EL, SYK, ADP | 13F-HR | 2/7/2019 | 000090572919000023 |
| Q3 2018 | 70 | 150,513 | ORLY, EL, SYK, ADP | 13F-HR | 11/8/2018 | 000090572918000176 |
| Q2 2018 | 68 | 140,987 | EL, SYK, ADP, ORLY | 13F-HR | 8/14/2018 | 000090572918000145 |
| Q1 2018 | 70 | 143,250 | EL, SYK, ITW, ORLY | 13F-HR | 5/14/2018 | 000090572918000102 |
| Q4 2017 | 70 | 144,682 | ITW, EL, SYK, ADP | 13F-HR | 2/13/2018 | 000090572918000036 |
| Q3 2017 | 74 | 140,527 | ITW, SYK, EL, KMX | 13F-HR | 11/13/2017 | 000090572917000297 |
| Q2 2017 | 72 | 135,942 | ITW, SYK, ORLY, EL | 13F-HR | 8/9/2017 | 000090572917000244 |
| Q1 2017 | 69 | 135,721 | ORLY, ITW, SYK, ADP | 13F-HR | 5/9/2017 | 000090572917000196 |
| Q4 2016 | 70 | 130,081 | ORLY, ITW, ADP, SYK | 13F-HR | 2/14/2017 | 000090572917000069 |
| Q3 2016 | 68 | 129,508 | ORLY, ITW, SYK, EL | 13F-HR | 11/7/2016 | 000090572916000742 |
| Q2 2016 | 69 | 127,628 | ORLY, SYK, EL, SBUX | 13F-HR | 8/5/2016 | 000090572916000641 |
| Q1 2016 | 71 | 127,294 | ORLY, SBUX, EL, SYK | 13F-HR | 5/13/2016 | 000090572916000578 |
| Q4 2015 | 70 | 121,628 | ORLY, SBUX, EL, ADP | 13F-HR | 2/5/2016 | 000090572916000407 |
| Q3 2015 | 69 | 117,248 | ORLY, SBUX, KMX, EL | 13F-HR | 11/9/2015 | 000090572915000316 |
| Q2 2015 | 71 | 122,690 | ORLY, KMX, SBUX, EL | 13F-HR | 8/6/2015 | 000090572915000252 |
| Q1 2015 | 69 | 117,910 | ORLY, KMX, EL, SBUX | 13F-HR | 5/13/2015 | 000090572915000188 |
| Q4 2014 | 68 | 111,160 | ORLY, KMX, EL, ITW | 13F-HR | 2/13/2015 | 000090572915000048 |