| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 50 | 1,217,354 | WMS, NVDA, MA, KLAC | 13F-HR | 5/14/2025 | 000174872925000007 |
| Q4 2024 | 49 | 1,236,804 | NVDA, WMS, MA, ISRG | 13F-HR | 2/12/2025 | 000174872925000004 |
| Q3 2024 | 49 | 1,267,798 | WMS, NVDA, ELV, ISRG | 13F-HR | 11/12/2024 | 000174872924000015 |
| Q2 2024 | 47 | 1,144,541 | WMS, NVDA, ELV, KLAC | 13F-HR | 8/1/2024 | 000174872924000007 |
| Q1 2024 | 47 | 1,105,764 | WMS, NVDA, ELV, ISRG | 13F-HR | 5/13/2024 | 000174872924000005 |
| Q4 2023 | 46 | 1,023,229 | WMS, NVDA, ELV, ISRG | 13F-HR | 2/8/2024 | 000174872924000003 |
| Q3 2023 | 47 | 941,527 | WMS, NVDA, ELV, PG | 13F-HR | 11/7/2023 | 000174872923000009 |
| Q2 2023 | 45 | 1,001,730 | NVDA, WMS, ELV, ISRG | 13F-HR | 8/9/2023 | 000174872923000006 |
| Q1 2023 | 47 | 889,448 | NVDA, WMS, ELV, PG | 13F-HR | 5/10/2023 | 000174872923000004 |
| Q4 2022 | 43 | 759,272 | ELV, PG, WMS, NVDA | 13F-HR | 2/8/2023 | 000174872923000001 |
| Q3 2022 | 46 | 699,733 | ELV, WMS, EW, CHKP | 13F-HR | 11/9/2022 | 000174872922000008 |
| Q2 2022 | 47 | 710,006 | ELV, EW, CHKP, PG | 13F-HR | 8/8/2022 | 000174872922000006 |
| Q1 2022 | 37 | 782,723 | ELV, EW, CHKP, TSM | 13F-HR | 5/11/2022 | 000174872922000004 |
| Q4 2021 | 36 | 765,241 | ELV, EW, TSM, CSCO | 13F-HR | 2/8/2022 | 000174872922000002 |
| Q3 2021 | 37 | 744,049 | ELV, TSM, EW, CSCO | 13F-HR | 11/10/2021 | 000174872921000011 |
| Q2 2021 | 36 | 746,193 | ELV, TSM, EW, CSCO | 13F-HR | 7/20/2021 | 000174872921000009 |
| Q1 2021 | 34 | 631,546 | TSM, ELV, CSCO, EW | 13F-HR | 5/11/2021 | 000174872921000006 |
| Q4 2020 | 36 | 606,022 | TSM, EW, ELV, CSCO | 13F-HR | 2/10/2021 | 000174872921000003 |
| Q3 2020 | 35 | 485,407 | TSM, ELV, EW, CSCO | 13F-HR | 11/9/2020 | 000174872920000009 |
| Q2 2020 | 36 | 423,265 | TSM, CSCO, ELV, PYPL | 13F-HR | 8/12/2020 | 000174872920000007 |
| Q1 2020 | 37 | 355,314 | TSM, CSCO, DIS, PG | 13F-HR | 5/4/2020 | 000174872920000005 |
| Q4 2019 | 36 | 447,994 | TSM, ELV, CSCO, XYL | 13F-HR | 2/4/2020 | 000174872920000002 |
| Q3 2019 | 36 | 393,923 | TSM, CSCO, ELV, PG | 13F-HR | 11/5/2019 | 000174872919000009 |
| Q2 2019 | 36 | 432,871 | RHT, CSCO, ELV, DIS | 13F-HR | 7/30/2019 | 000174872919000007 |
| Q1 2019 | 39 | 494,503 | RHT, WM, CSCO, DIS | 13F-HR | 5/13/2019 | 000174872919000005 |
| Q4 2018 | 42 | 465,110 | RHT, WM, ELV, CSCO | 13F-HR | 2/7/2019 | 000174872919000003 |
| Q3 2018 | 46 | 576,952 | CSCO, EW, XYL, WM | 13F-HR | 11/13/2018 | 000174872918000010 |
| Q2 2018 | 48 | 533,255 | CSCO, EW, XYL, BDX | 13F-HR | 8/10/2018 | 000174872918000008 |