| Q2 2024 |
47 |
$309M |
+$32.7M |
-$12M |
+$20.7M |
DFIP, GOVT, MSFT, GOOG, NVDA
|
13F-HR |
7/31/2024, 02:12 PM |
| Q1 2024 |
49 |
$294M |
+$25.7M |
-$16.7M |
+$9.03M |
DFIP, GOVT, MSFT, GOOG, V
|
13F-HR |
4/24/2024, 12:31 PM |
| Q4 2023 |
52 |
$261M |
+$46.8M |
-$35M |
+$11.8M |
GOVT, DFIP, MSFT, GOOG, V
|
13F-HR |
1/31/2024, 04:39 PM |
| Q3 2023 |
52 |
$225M |
+$60M |
-$42.6M |
+$17.4M |
GOVT, GOOG, MSFT, V, ASML
|
13F-HR |
10/23/2023, 02:35 PM |
| Q2 2023 |
49 |
$230M |
+$20M |
-$5.03M |
+$14.9M |
MSFT, ASML, V, IEI, IEF
|
13F-HR |
8/8/2023, 01:37 PM |
| Q1 2023 |
46 |
$210M |
+$70.4M |
-$6.45M |
+$63.9M |
IEI, ASML, IEF, V, MSFT
|
13F-HR |
4/27/2023, 01:27 PM |
| Q4 2022 |
49 |
$161M |
+$63.5M |
-$3.85M |
+$59.7M |
V, IEI, IEF, ASML, MSFT
|
13F-HR |
2/1/2023, 10:44 AM |
| Q2 2022 |
27 |
$104M |
+$13M |
-$33.5M |
-$20.5M |
V, ASML, MSFT, BRKB, RSG
|
13F-HR |
8/10/2022, 01:51 PM |
| Q1 2022 |
24 |
$134M |
+$55.9M |
-$1.39M |
+$54.5M |
USFR, V, GOOG, ASML, BRKB
|
13F-HR |
5/16/2022, 05:32 PM |
| Q4 2021 |
31 |
$108M |
|
|
|
GOOG, V, META, ASML, MSFT
|
13F-HR |
1/25/2022, 02:31 PM |