| Q2 2024 |
44 |
$159M |
+$24.1M |
-$26.4M |
-$2.27M |
MSFT, GOOGL, AAPL, NVDA, WM
|
13F-HR |
7/19/2024, 11:03 AM |
| Q1 2024 |
45 |
$166M |
+$17.2M |
-$19.7M |
-$2.52M |
MSFT, AAPL, GWW, ORLY, PH
|
13F-HR |
4/19/2024, 11:31 AM |
| Q4 2023 |
45 |
$154M |
+$15.3M |
-$19.7M |
-$4.45M |
MSFT, AAPL, TMUS, KEYS, MCD
|
13F-HR |
1/26/2024, 12:49 PM |
| Q3 2023 |
49 |
$143M |
+$15.7M |
-$19M |
-$3.22M |
MSFT, AAPL, J, WM, VRTX
|
13F-HR |
11/7/2023, 10:55 AM |
| Q2 2023 |
45 |
$152M |
+$3.54M |
-$13.2M |
-$9.62M |
MSFT, AAPL, IQV, GWW, CAT
|
13F-HR |
7/25/2023, 10:34 AM |
| Q1 2023 |
46 |
$150M |
+$23.8M |
-$8.86M |
+$15M |
MSFT, AAPL, WM, MCD, LLY
|
13F-HR |
5/3/2023, 02:35 PM |
| Q4 2022 |
46 |
$148M |
|
|
|
MSFT, AAPL, MRK, WM, AVGO
|
13F-HR |
2/21/2023, 01:31 PM |