Q2 2024 |
67 |
$143M |
+$6.91M |
-$4.95M |
+$1.96M |
GOOG, JNJ, CSCO, ALC, GRC
|
13F-HR |
7/17/2024, 10:08 AM |
Q1 2024 |
69 |
$142M |
+$8.19M |
-$10.6M |
-$2.38M |
GOOG, JNJ, CSCO, GRC, ALC
|
13F-HR |
4/30/2024, 10:50 AM |
Q4 2023 |
66 |
$134M |
+$1.48M |
-$11M |
-$9.53M |
JNJ, GOOG, CSCO, APD, GRC
|
13F-HR |
2/2/2024, 10:17 AM |
Q3 2023 |
65 |
$136M |
+$16.8M |
-$5.83M |
+$11M |
JNJ, CSCO, GOOG, TNC, HSY
|
13F-HR |
10/24/2023, 11:24 AM |
Q2 2023 |
60 |
$133M |
+$7.36M |
-$2.44M |
+$4.92M |
JNJ, CSCO, F, GOOG, APD
|
13F-HR |
8/2/2023, 10:22 AM |
Q1 2023 |
64 |
$135M |
+$27.8M |
-$5.88M |
+$21.9M |
JNJ, CSCO, APD, GOOG, F
|
13F-HR |
4/28/2023, 11:25 AM |
Q4 2022 |
62 |
$110M |
+$1.37M |
-$4.27M |
-$2.9M |
JNJ, GOOG, APD, F, BDX
|
13F-HR |
1/31/2023, 10:47 AM |
Q3 2022 |
62 |
$112M |
+$10.5M |
-$3.42M |
+$7.1M |
GOOG, JNJ, F, APD, BDX
|
13F-HR |
10/21/2022, 10:59 AM |
Q2 2022 |
67 |
$130M |
+$12.3M |
-$11.7M |
+$544K |
GOOG, JNJ, F, APD, CRM
|
13F-HR |
8/12/2022, 08:42 AM |
Q1 2022 |
72 |
$167M |
+$20.3M |
-$9.72M |
+$10.6M |
GOOG, JNJ, F, GIS, CRM
|
13F-HR |
5/9/2022, 10:24 AM |
Q4 2021 |
79 |
$212M |
+$16.2M |
-$7.74M |
+$8.45M |
GOOG, F, JNJ, XRAY, CRNC
|
13F-HR |
1/28/2022, 09:01 AM |
Q3 2021 |
75 |
$197M |
+$11M |
-$15.9M |
-$4.89M |
GOOG, JNJ, CRM, CRNC, ALLT
|
13F-HR |
10/19/2021, 09:05 AM |
Q2 2021 |
76 |
$208M |
+$22.2M |
-$23.6M |
-$1.37M |
GOOG, JNJ, ALLT, CRNC, HSY
|
13F-HR |
7/15/2021, 11:47 AM |
Q1 2021 |
74 |
$195M |
+$13.3M |
-$36.6M |
-$23.4M |
GOOG, JNJ, VZ, CHD, ALLT
|
13F-HR |
6/21/2021, 08:48 AM |
Q4 2020 |
77 |
$210M |
+$15.9M |
-$10.6M |
+$5.33M |
PTON, IDA, JNJ, GOOG, MDT
|
13F-HR |
2/3/2021, 10:39 AM |
Q3 2020 |
68 |
$192M |
+$23M |
-$8.86M |
+$14.2M |
JNJ, VZ, CHD, GOOG, IDA
|
13F-HR |
11/2/2020, 08:45 AM |
Q2 2020 |
65 |
$162M |
+$40M |
-$5.69M |
+$34.3M |
GOOG, JNJ, VZ, CHD, MDT
|
13F-HR |
7/13/2020, 11:05 AM |
Q1 2020 |
67 |
$144M |
+$24.4M |
-$10.6M |
+$13.8M |
JNJ, GOOG, VZ, MDT, UL
|
13F-HR |
4/29/2020, 11:43 AM |
Q4 2019 |
63 |
$156M |
+$8.1M |
-$5.07M |
+$3.03M |
GOOG, JNJ, VZ, UL, CERN
|
13F-HR |
1/21/2020, 09:51 AM |
Q3 2019 |
62 |
$149M |
+$16.8M |
-$13.2M |
+$3.63M |
GOOG, VZ, JNJ, UL, CERN
|
13F-HR |
11/6/2019, 09:21 AM |
Q2 2019 |
60 |
$153M |
+$22M |
-$12.7M |
+$9.23M |
JNJ, GOOG, MDT, CERN, ANET
|
13F-HR |
7/19/2019, 03:43 PM |
Q1 2019 |
58 |
$157M |
+$8.84M |
-$10.6M |
-$1.75M |
ANET, JNJ, GOOG, NVS, HUBB
|
13F-HR |
7/1/2019, 10:57 AM |
Q4 2018 |
62 |
$159M |
+$23.9M |
-$9.17M |
+$14.7M |
NVS, JNJ, GOOG, WBA, ANET
|
13F-HR |
1/15/2019, 12:43 PM |
Q3 2018 |
252 |
$175M |
+$15.8M |
-$16.3M |
-$478K |
NVS, GOOG, JNJ, ANET, WBA
|
13F-HR |
10/23/2018, 12:13 PM |
Q2 2018 |
260 |
$165M |
+$9.64M |
-$36.4M |
-$26.8M |
GOOG, ANET, NVS, JNJ, VOD
|
13F-HR |
7/19/2018, 02:37 PM |
Q1 2018 |
269 |
$191M |
+$28.3M |
-$17.5M |
+$10.8M |
NVS, VOD, ANET, JNJ, GOOG
|
13F-HR |
4/20/2018, 11:44 AM |
Q4 2017 |
295 |
$205M |
+$39.1M |
-$11.3M |
+$27.8M |
ANET, VOD, ABT, NVS, JNJ
|
13F-HR |
2/13/2018, 11:10 AM |
Q3 2017 |
238 |
$173M |
|
|
|
NVS, ANET, ABT, VOD, JNJ
|
New Holdings |
5/3/2018, 08:42 AM |
Q3 2017 |
238 |
$173M |
+$11.1M |
-$24.3M |
-$13.2M |
NVS, ANET, ABT, VOD, JNJ
|
13F-HR |
10/23/2017, 09:28 AM |
Q2 2017 |
246 |
$191M |
+$23.2M |
-$10.2M |
+$13M |
NVS, VOD, ABT, JNJ, GOOG
|
13F-HR |
7/10/2017, 02:58 PM |
Q1 2017 |
240 |
$176M |
+$27.5M |
-$17.9M |
+$9.56M |
NVS, VOD, ABT, VZ, JNJ
|
13F-HR |
4/13/2017, 11:51 AM |
Q4 2016 |
255 |
$164M |
+$34.5M |
-$20.5M |
+$14M |
UL, VZ, NVS, USB, VOD
|
13F-HR |
1/18/2017, 09:28 AM |
Q3 2016 |
249 |
$179M |
+$10.9M |
-$12M |
-$1.12M |
NVS, WFC, ABT, JNJ, GOOG
|
13F-HR |
10/20/2016, 02:29 PM |
Q2 2016 |
265 |
$178M |
+$30.8M |
-$27.2M |
+$3.6M |
NVS, WFC, CSCO, JNJ, ABT
|
13F-HR |
7/28/2016, 10:22 AM |
Q1 2016 |
306 |
$174M |
+$10.6M |
-$23.9M |
-$13.3M |
VZ, WFC, NVS, CSCO, JNJ
|
13F-HR |
5/2/2016, 11:03 AM |
Q4 2015 |
333 |
$189M |
+$15.6M |
-$13.8M |
+$1.76M |
PG, NVS, WFC, VZ, USB
|
13F-HR |
1/21/2016, 09:18 AM |
Q3 2015 |
323 |
$180M |
+$20.5M |
-$13.3M |
+$7.22M |
NVS, GOOG, WFC, PG, VZ
|
13F-HR |
10/26/2015, 11:56 AM |
Q2 2015 |
304 |
$204M |
+$21.3M |
-$12.7M |
+$8.59M |
NVS, WFC, PG, GOOGXXXX, USB
|
13F-HR |
7/20/2015, 12:16 PM |
Q1 2015 |
305 |
$209M |
+$22.2M |
-$23M |
-$826K |
NVS, WFC, PG, GOOGXXXX, KUBTY
|
13F-HR |
5/1/2015, 03:16 PM |
Q4 2014 |
313 |
$215M |
+$27M |
-$20.8M |
+$6.23M |
PG, NVS, WFC, GOOGXXXX, CSCO
|
13F-HR |
2/4/2015, 11:11 AM |
Q3 2014 |
236 |
$200M |
+$15.6M |
-$11.6M |
+$3.95M |
NVS, PG, WFC, KUBTY, USB
|
13F-HR |
10/27/2014, 10:29 AM |
Q2 2014 |
235 |
$197M |
+$20.1M |
-$11.9M |
+$8.24M |
NVS, PG, WFC, USB, KUBTY
|
13F-HR |
7/23/2014, 02:25 PM |
Q1 2014 |
248 |
$189M |
+$20.6M |
-$6.6M |
+$14M |
PG, NVS, WFC, USB, RGR
|
13F-HR |
4/16/2014, 09:58 AM |
Q4 2013 |
247 |
$191M |
|
|
|
VODXXXX, PG, NVS, WFC, USB
|
13F-HR |
1/21/2014, 01:59 PM |