| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2024 | 61 | 172,252 | NVDA, HUBB, UNP, LMT | 13F-HR | 10/7/2024 | 000108514624004662 |
| Q2 2024 | 59 | 160,692 | NVDA, HUBB, UNP, LMT | 13F-HR | 7/15/2024 | 000108514624002981 |
| Q1 2024 | 59 | 153,177 | NVDA, HUBB, UNP, AMD | 13F-HR | 4/11/2024 | 000108514624001727 |
| Q4 2023 | 57 | 132,120 | NVDA, UNP, HUBB, LMT | 13F-HR | 1/9/2024 | 000108514624000109 |
| Q3 2023 | 57 | 121,178 | NVDA, HUBB, UNP, LMT | 13F-HR | 11/13/2023 | 000108514623004292 |
| Q2 2023 | 56 | 124,638 | NVDA, HUBB, UNP, LMT | 13F-HR | 11/13/2023 | 000108514623004291 |
| Q1 2023 | 55 | 113,852 | NVDA, UNP, LMT, HUBB | 13F-HR | 11/13/2023 | 000108514623004290 |
| Q4 2022 | 56 | 108,051 | LMT, UNP, HUBB, NVDA | 13F-HR | 11/13/2023 | 000108514623004289 |
| Q3 2022 | 55 | 97,851 | UNP, HUBB, LMT, NVDA | 13F-HR | 11/13/2023 | 000108514623004288 |
| Q2 2022 | 55 | 106,960 | UNP, LMT, NVDA, HUBB | 13F-HR | 11/13/2023 | 000108514623004287 |
| Q1 2022 | 56 | 131,245 | NVDA, UNP, LMT, AMD | 13F-HR | 11/13/2023 | 000108514623004286 |
| Q4 2021 | 57 | 137,318 | NVDA, UNP, AMD, LMT | 13F-HR | 11/13/2023 | 000108514623004285 |
| Q3 2021 | 56 | 123,682 | NVDA, UNP, JPM, LMT | 13F-HR | 11/13/2023 | 000108514623004284 |
| Q2 2021 | 55 | 123,743 | NVDA, UNP, LMT, JPM | 13F-HR | 11/13/2023 | 000108514623004283 |
| Q1 2021 | 55 | 113,823 | UNP, LMT, NVDA, JPM | 13F-HR | 11/13/2023 | 000108514623004282 |