|
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, SQ, 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, RTX
|
13F-HR
|
8/9/2019 |
000117266119001664 |
|
Q1 2019
|
947 |
1,408,017 |
LULU, AAPL, BBY, CITRIX SYS INC
|
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 |
BK, MPC, TJX, HBAN
|
13F-HR
|
11/10/2016 |
000117266116004117 |
|
Q2 2016
|
829 |
760,925 |
ABX.TO, 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, TYCO INTL PLC, XEC
|
13F-HR
|
2/10/2016 |
000117266116002539 |
|
Q3 2015
|
996 |
1,161,922 |
ASNAQ, KR, THC, FE
|
13F-HR
|
11/2/2015 |
000117266115001842 |
|
Q2 2015
|
947 |
890,641 |
BK, THC, LOW, GRPN
|
13F-HR
|
8/12/2015 |
000117266115001478 |
|
Q1 2015
|
958 |
979,660 |
TIVO, DRI, TIF, HWP
|
13F-HR
|
5/13/2015 |
000117266115001052 |
|
Q4 2014
|
858 |
565,405 |
OUTR, ALCOA INC, CSX, LDOS
|
13F-HR
|
2/13/2015 |
000117266115000428 |