| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,850 | 16,975,031 | NVDA, AMZN, AAPL, MSFT | 13F-HR | 8/14/2026 | 000163344526000005 |
| Q1 2026 | 1,716 | 13,916,499 | NVDA, AAPL, MSFT, MU | 13F-HR | 5/15/2026 | 000163344526000003 |
| Q4 2025 | 1,551 | 11,217,599 | NVDA, AAPL, MSFT, AMZN | 13F-HR | 2/17/2026 | 000163344526000002 |
| Q3 2025 | 1,540 | 9,714,234 | NVDA, MSFT, COST, AAPL | 13F-HR | 11/14/2025 | 000163344525000014 |
| Q2 2025 | 1,479 | 8,866,127 | NVDA, INTU, AAPL, PLTR | 13F-HR | 8/12/2025 | 000163344525000009 |
| Q1 2025 | 1,514 | 8,596,169 | AAPL, NVDA, AMZN, MRVL | 13F-HR | 5/14/2025 | 000163344525000007 |
| Q4 2024 | 1,513 | 8,579,238 | NVDA, TSLA, FTNT, TJX | 13F-HR | 2/12/2025 | 000163344525000004 |
| Q3 2024 | 1,488 | 7,899,167 | NVDA, MSFT, AAPL, FTNT | 13F-HR | 11/12/2024 | 000163344524000010 |
| Q2 2024 | 1,482 | 6,555,041 | TMO, GM, PYPL, QCOM | 13F-HR | 8/13/2024 | 000163344524000008 |
| Q1 2024 | 1,392 | 5,016,004 | AAPL, NVDA, LULU, DOW | 13F-HR | 5/14/2024 | 000163344524000006 |
| Q4 2023 | 1,370 | 4,444,110 | AAPL, NVDA, WMT, MU | 13F-HR | 2/9/2024 | 000163344524000004 |
| Q3 2023 | 1,408 | 3,985,853 | NVDA, MSFT, DELL, CNC | 13F-HR | 11/13/2023 | 000163344523000008 |
| Q2 2023 | 1,380 | 3,815,034 | NVDA, KO, HUM, AMAT | 13F-HR | 8/11/2023 | 000163344523000005 |
| Q1 2023 | 1,393 | 3,641,059 | JPM, COP, CRWD, SCHW | 13F-HR | 5/15/2023 | 000163344523000003 |
| Q4 2022 | 1,325 | 3,526,807 | AAPL, TSLA, GS, ALB | 13F-HR | 2/13/2023 | 000163344523000002 |
| Q3 2022 | 1,306 | 2,843,809 | BA, ADBE, PG, KO | 13F-HR | 11/14/2022 | 000163344522000005 |
| Q2 2022 | 1,470 | 2,231,729 | TSLA, CSCO, ACN, IDXX | 13F-HR | 8/11/2022 | 000163344522000003 |
| Q1 2022 | 1,295 | 2,129,155 | MU, XYZ, AMD, JPM | 13F-HR | 5/13/2022 | 000117266122001257 |
| Q4 2021 | 1,251 | 1,618,687 | C, CVX, AAPL, UBER | 13F-HR | 2/14/2022 | 000117266122000405 |
| Q3 2021 | 1,075 | 1,258,570 | NVDA, AAPL, KO, UNH | 13F-HR | 11/12/2021 | 000117266121002174 |
| Q2 2021 | 1,037 | 1,185,052 | CRM, DRI, EOG, NKE | 13F-HR | 8/12/2021 | 000117266121001641 |
| Q1 2021 | 1,076 | 1,090,124 | PYPL, AAPL, TSLA, MU | 13F-HR | 5/13/2021 | 000117266121001113 |
| Q4 2020 | 974 | 944,157 | COP, ZM, LRCX, MU | 13F-HR | 2/11/2021 | 000117266121000332 |
| Q3 2020 | 1,149 | 1,554,047 | AZO, ZM, LOW, FDX | 13F-HR | 11/6/2020 | 000117266120002067 |
| Q2 2020 | 1,129 | 1,440,191 | LOW, YUM, DG, KR | 13F-HR | 8/7/2020 | 000117266120001607 |
| Q1 2020 | 1,051 | 1,377,935 | ADSK, AAPL, ULTA, KR | 13F-HR | 5/8/2020 | 000117266120001171 |
| Q4 2019 | 989 | 1,690,380 | ADBE, UPS, CVX, AVGO | 13F-HR | 2/12/2020 | 000117266120000431 |
| Q3 2019 | 824 | 1,157,844 | CCL, ELV, META, DIS | RESTATEMENT | 2/18/2020 | 000117266120000933 |
| Q2 2019 | 761 | 1,111,118 | META, ORCL, OKTA, UTX | 13F-HR | 8/9/2019 | 000117266119001664 |
| Q1 2019 | 947 | 1,408,017 | LULU, AAPL, BBY, CTXS | 13F-HR | 5/13/2019 | 000117266119001175 |
| Q4 2018 | 1,001 | 1,599,858 | ORCL, KMX, SBUX, PM | 13F-HR | 2/13/2019 | 000117266119000467 |
| Q3 2018 | 910 | 1,330,082 | WFC, BAC, KSS, RHT | 13F-HR | 11/9/2018 | 000117266118001982 |
| Q2 2018 | 855 | 1,443,195 | NKE, HFC, CVX, HON | 13F-HR | 8/7/2018 | 000117266118001469 |
| Q1 2018 | 1,027 | 1,434,676 | LULU, EBAY, RH, NRG | 13F-HR | 5/3/2018 | 000117266118000994 |
| Q4 2017 | 1,018 | 910,790 | MU, XOM, BDX, X | 13F-HR | 2/9/2018 | 000117266118000294 |
| Q3 2017 | 726 | 396,964 | MU, ADBE, CTAS, CCL | 13F-HR | 11/9/2017 | 000117266117001904 |
| Q2 2017 | 751 | 365,337 | KMX, UAL, MU, MPC | 13F-HR | 8/1/2017 | 000117266117001447 |
| Q1 2017 | 1,045 | 779,503 | ADI, RHT, GS, CFG | 13F-HR | 5/9/2017 | 000117266117000961 |
| Q4 2016 | 914 | 632,168 | BAC, LOW, WBA, CAG | 13F-HR | 2/10/2017 | 000117266117000361 |
| Q3 2016 | 699 | 447,939 | BNY, MPC, TJX, HBAN | 13F-HR | 11/10/2016 | 000117266116004117 |
| Q2 2016 | 829 | 760,925 | GOLD, FDX, ACN, KR | 13F-HR | 8/10/2016 | 000117266116003701 |
| Q1 2016 | 868 | 853,512 | ANF, GME, HDS, GM | 13F-HR | 5/11/2016 | 000117266116003222 |
| Q4 2015 | 972 | 1,135,431 | HFC, FE, TYC, XEC | 13F-HR | 2/10/2016 | 000117266116002539 |
| Q3 2015 | 996 | 1,161,922 | ASNA, KR, THC, FE | 13F-HR | 11/2/2015 | 000117266115001842 |
| Q2 2015 | 947 | 890,641 | BNY, THC, LOW, GRPN | 13F-HR | 8/12/2015 | 000117266115001478 |
| Q1 2015 | 958 | 979,660 | DRI, TIF, HPQ, ROVI | 13F-HR | 5/13/2015 | 000117266115001052 |
| Q4 2014 | 858 | 565,405 | OUTR, AA, CSX, LDOS | 13F-HR | 2/13/2015 | 000117266115000428 |