| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 147 | 277,197 | AAPL, MSFT, STX, AVGO | 13F-HR | 10/14/2026 | 000183650626000004 |
| Q2 2026 | 149 | 272,209 | AAPL, STX, AVGO, MSFT | 13F-HR | 7/13/2026 | 000183650626000003 |
| Q1 2026 | 145 | 246,298 | AAPL, AVGO, MSFT, XOM | 13F-HR | 4/24/2026 | 000183650626000002 |
| Q4 2025 | 143 | 240,928 | AVGO, AAPL, MSFT, GS | 13F-HR | 1/14/2026 | 000183650626000001 |
| Q3 2025 | 144 | 238,455 | MSFT, AVGO, AAPL, ABBV | 13F-HR | 10/9/2025 | 000108514625005878 |
| Q2 2025 | 144 | 226,389 | MSFT, AVGO, AAPL, LIN | 13F-HR | 7/11/2025 | 000108514625003746 |
| Q1 2025 | 145 | 214,503 | AAPL, MSFT, UNH, AVGO | 13F-HR | 4/9/2025 | 000108514625001973 |
| Q4 2024 | 146 | 214,085 | AAPL, MSFT, AVGO, UNH | 13F-HR | 1/16/2025 | 000108514625000295 |
| Q3 2024 | 145 | 214,789 | AAPL, MSFT, UNH, AVGO | 13F-HR | 10/16/2024 | 000108514624004946 |
| Q2 2024 | 142 | 189,459 | MSFT, AAPL, AVGO, UNH | 13F-HR | 7/12/2024 | 000108514624002913 |
| Q1 2024 | 142 | 190,421 | MSFT, AAPL, UNH, AVGO | 13F-HR | 4/26/2024 | 000108514624002059 |
| Q4 2023 | 142 | 176,143 | AAPL, MSFT, UNH, CMCSA | 13F-HR | 2/8/2024 | 000108514624000911 |
| Q3 2023 | 149 | 168,390 | AAPL, MSFT, UNH, XOM | 13F-HR | 10/31/2023 | 000172554723001684 |
| Q2 2023 | 152 | 165,619 | AAPL, MSFT, UNH, CMCSA | 13F-HR | 8/7/2023 | 000172554723000187 |
| Q1 2023 | 150 | 159,716 | AAPL, MSFT, UNH, XOM | 13F-HR | 5/5/2023 | 000172554723000109 |
| Q4 2022 | 150 | 152,348 | AAPL, UNH, MSFT, XOM | 13F-HR | 2/9/2023 | 000172554723000045 |
| Q3 2022 | 153 | 135,275 | AAPL, UNH, MSFT, XOM | 13F-HR | 11/1/2022 | 000172554722000174 |
| Q2 2022 | 155 | 143,823 | AAPL, UNH, MSFT, CMCSA | 13F-HR | 7/25/2022 | 000172554722000111 |
| Q1 2022 | 168 | 157,006 | AAPL, MSFT, UNH, CMCSA | 13F-HR | 4/14/2022 | 000172554722000053 |
| Q4 2021 | 166 | 156,022 | AAPL, MSFT, UNH, CMCSA | 13F-HR | 1/19/2022 | 000172554722000004 |
| Q3 2021 | 158 | 138,810 | AAPL, MSFT, CMCSA, UNH | 13F-HR | 11/2/2021 | 000172554721000100 |
| Q2 2021 | 155 | 139,897 | AAPL, MSFT, CMCSA, UNH | 13F-HR | 7/14/2021 | 000172554721000065 |
| Q1 2021 | 150 | 128,665 | AAPL, CMCSA, MSFT, UNH | 13F-HR | 4/29/2021 | 000172554721000034 |
| Q4 2020 | 147 | 117,912 | AAPL, CMCSA, MSFT, UNH | 13F-HR | 2/9/2021 | 000172554721000012 |