| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2025 | 312 | 99,578 | BK, GOOGL, AMAT, AAPL | 13F-HR | 1/14/2026 | 000205827026000001 |
| Q3 2025 | 298 | 93,069 | BK, AAPL, AMAT, SCHW | 13F-HR | 10/23/2025 | 000205827025000005 |
| Q2 2025 | 293 | 83,478 | BK, SCHW, AMAT, MDT | 13F-HR | 8/4/2025 | 000205827025000003 |
| Q1 2025 | 231 | 66,104 | BK, AMGN, MDT, SCHW | 13F-HR | 4/25/2025 | 000205827025000002 |