| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 50 | 206,624 | MSFT, FISV, APH, AAPL | 13F-HR | 4/14/2025 | 000175496025000189 |
| Q4 2024 | 49 | 205,001 | MSFT, APH, AAPL, AMZN | 13F-HR | 1/13/2025 | 000175496025000011 |
| Q3 2024 | 48 | 210,212 | MSFT, APH, AIG, DHR | 13F-HR | 10/10/2024 | 000175496024000486 |
| Q2 2024 | 48 | 196,238 | MSFT, APH, AIG, AMZN | 13F-HR | 7/22/2024 | 000175496024000309 |
| Q1 2024 | 46 | 184,878 | MSFT, AIG, APH, AMZN | 13F-HR | 4/17/2024 | 000175496024000153 |
| Q4 2023 | 48 | 173,274 | MSFT, AIG, APH, ROP | 13F-HR | 1/9/2024 | 000175496024000006 |
| Q3 2023 | 47 | 154,717 | MSFT, DHR, AIG, AJG | 13F-HR | 10/12/2023 | 000175496023000274 |
| Q2 2023 | 46 | 157,901 | MSFT, AAPL, DHR, AIG | 13F-HR | 7/14/2023 | 000175496023000198 |
| Q1 2023 | 48 | 146,448 | MSFT, DHR, AAPL, LIN | 13F-HR | 4/13/2023 | 000175496023000092 |
| Q4 2022 | 47 | 142,793 | DHR, TJX, MSFT, PEP | 13F-HR | 1/11/2023 | 000175496023000016 |
| Q3 2022 | 48 | 134,415 | DHR, UNH, MSFT, JNJ | 13F-HR | 10/11/2022 | 000175496022000238 |
| Q2 2022 | 51 | 141,435 | DHR, UNH, MSFT, JNJ | 13F-HR | 7/8/2022 | 000175496022000164 |
| Q1 2022 | 54 | 169,655 | DHR, MSFT, AMZN, AAPL | 13F-HR | 4/19/2022 | 000175496022000091 |
| Q4 2021 | 53 | 197,069 | MSFT, DHR, ACN, LIN | 13F-HR | 1/12/2022 | 000175496022000011 |
| Q3 2021 | 51 | 176,413 | DHR, MSFT, LIN, ACN | 13F-HR | 10/12/2021 | 000175496021000172 |
| Q2 2021 | 54 | 177,575 | DHR, MSFT, MA, AMZN | 13F-HR | 8/10/2021 | 000175496021000156 |
| Q1 2021 | 53 | 162,992 | MA, LIN, MSFT, DHR | 13F-HR | 5/11/2021 | 000180156321000002 |
| Q4 2020 | 57 | 154,703 | PYPL, MA, AMZN, DHR | 13F-HR | 1/21/2021 | 000180156321000001 |
| Q3 2020 | 59 | 136,388 | PYPL, MA, DHR, AMZN | 13F-HR | 10/20/2020 | 000180156320000004 |
| Q2 2020 | 61 | 119,719 | PYPL, MA, MSFT, AMZN | 13F-HR | 8/14/2020 | 000180156320000003 |
| Q1 2020 | 62 | 99,337 | DHR, FISV, MSFT, MA | 13F-HR | 4/17/2020 | 000180156320000002 |
| Q4 2019 | 66 | 120,700 | FISV, MA, UNH, APH | 13F-HR | 1/30/2020 | 000180156320000001 |