| Q4 2025 |
49 |
$110,942,863 |
+$2,027,419 |
-$8,159,287 |
-$6,131,868 |
ABBV, TRV, GS, VZ, SBUX
|
13F-HR |
13 Feb 2026, 15:47 |
| Q3 2025 |
67 |
$115,239,682 |
+$2,684,926 |
-$12,014,920 |
-$9,329,994 |
ABBV, TRV, GS, VZ, SBUX
|
13F-HR |
07 Nov 2025, 12:24 |
| Q2 2025 |
114 |
$116,677,493 |
+$4,750,001 |
-$1,912,658 |
+$2,837,343 |
ABBV, TRV, GS, SBUX, TROW
|
13F-HR |
23 Jul 2025, 16:05 |
| Q1 2025 |
107 |
$112,262,255 |
+$2,983,308 |
-$4,600,434 |
-$1,617,126 |
ABBV, TRV, SBUX, VZ, GS
|
13F-HR |
09 May 2025, 16:40 |
| Q4 2024 |
105 |
$110,032,892 |
+$1,589,492 |
-$1,391,809 |
+$197,683 |
ABBV, TRV, SBUX, GS, TROW
|
13F-HR |
13 Feb 2025, 08:57 |
| Q3 2024 |
105 |
$112,236,962 |
+$3,532,766 |
-$3,261,163 |
+$271,603 |
ABBV, TRV, SBUX, VZ, TROW
|
13F-HR |
08 Nov 2024, 11:30 |
| Q2 2024 |
108 |
$101,395,211 |
+$4,396,130 |
-$4,875,396 |
-$479,266 |
ABBV, TRV, SBUX, TROW, VZ
|
13F-HR |
02 Aug 2024, 13:31 |
| Q1 2024 |
101 |
$107,189,726 |
+$3,684,323 |
-$7,500,556 |
-$3,816,233 |
ABBV, SBUX, TRV, TROW, VZ
|
13F-HR |
09 May 2024, 21:59 |
| Q4 2023 |
102 |
$103,480,849 |
+$7,061,810 |
-$18,031,189 |
-$10,969,379 |
SBUX, ABBV, TRV, TROW, VZ
|
13F-HR |
15 Feb 2024, 06:23 |
| Q3 2023 |
105 |
$105,977,094 |
+$4,293,302 |
-$2,070,183 |
+$2,223,119 |
SBUX, TRTN, ABBV, TRV, TROW
|
13F-HR |
07 Nov 2023, 16:37 |
| Q2 2023 |
102 |
$106,177,812 |
+$5,455,594 |
-$3,299,200 |
+$2,156,394 |
SBUX, TRTN, ABBV, TRV, TROW
|
13F-HR |
11 Aug 2023, 08:02 |
| Q1 2023 |
107 |
$103,037,951 |
+$5,807,013 |
-$3,735,837 |
+$2,071,176 |
SBUX, ABBV, TRTN, TRV, TROW
|
13F-HR |
10 May 2023, 11:29 |
| Q4 2022 |
102 |
$102,518,727 |
+$6,981,272 |
-$13,900,900 |
-$6,919,628 |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
13 Feb 2023, 11:38 |
| Q3 2022 |
126 |
$96,586,000 |
+$1,461,413 |
-$4,753,023 |
-$3,291,610 |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
08 Nov 2022, 14:25 |
| Q2 2022 |
122 |
$103,682,000 |
+$2,506,752 |
-$638,000 |
+$1,868,752 |
SBUX, ABBV, TRV, TRTN, GS
|
13F-HR |
05 Aug 2022, 14:47 |
| Q1 2022 |
122 |
$119,443,000 |
+$4,216,108 |
-$4,457,562 |
-$241,454 |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
11 May 2022, 08:54 |
| Q4 2021 |
118 |
$123,138,000 |
+$8,297,809 |
-$13,492,502 |
-$5,194,693 |
SBUX, ABBV, TRTN, TRV, GS
|
13F-HR |
11 Feb 2022, 17:14 |
| Q3 2021 |
114 |
$121,264,000 |
+$9,607,158 |
-$13,670,852 |
-$4,063,694 |
SBUX, IBM, TRTN, ABBV, TRV
|
13F-HR |
12 Nov 2021, 14:26 |
| Q2 2021 |
103 |
$125,390,000 |
+$11,508,222 |
-$5,246,000 |
+$6,262,222 |
SBUX, IBM, LUMN, TRTN, TRV
|
13F-HR |
10 Aug 2021, 17:27 |
| Q1 2021 |
92 |
$112,712,000 |
+$9,750,328 |
-$6,138,737 |
+$3,611,591 |
SBUX, IBM, TRV, LUMN, TRTN
|
13F-HR |
13 May 2021, 17:20 |
| Q4 2020 |
89 |
$101,155,000 |
+$12,694,590 |
-$1,189,164 |
+$11,505,426 |
SBUX, TRV, IBM, TRTN, LUMN
|
13F-HR |
12 Feb 2021, 15:28 |
| Q3 2020 |
80 |
$78,454,000 |
+$19,294,621 |
-$22,837,278 |
-$3,542,657 |
SBUX, IBM, TRV, TRTN, BACPRL
|
13F-HR |
13 Nov 2020, 14:12 |
| Q2 2020 |
74 |
$77,997,000 |
+$7,745,695 |
-$12,790,567 |
-$5,044,872 |
LM, SBUX, TRV, TRTN, BACPRL
|
13F-HR |
12 Aug 2020, 15:28 |
| Q1 2020 |
74 |
$75,257,000 |
+$7,925,383 |
-$64,195,928 |
-$56,270,545 |
LM, SBUX, TRV, TTE, BACPRL
|
13F-HR |
12 May 2020, 15:42 |
| Q4 2019 |
83 |
$148,196,000 |
+$7,796,532 |
-$11,990,179 |
-$4,193,647 |
LM, SBUX, CM, T, MKC
|
13F-HR |
11 Feb 2020, 16:24 |
| Q3 2019 |
82 |
$147,626,000 |
+$5,709,829 |
-$6,524,561 |
-$814,732 |
LM, SBUX, CM, T, HSBC
|
13F-HR |
24 Oct 2019, 14:09 |
| Q2 2019 |
82 |
$146,562,000 |
+$2,241,663 |
-$2,316,041 |
-$74,378 |
LM, SBUX, TRV, CM, HSBC
|
13F-HR |
05 Aug 2019, 16:56 |
| Q1 2019 |
72 |
$135,929,000 |
+$5,767,638 |
-$3,107,247 |
+$2,660,391 |
LM, SBUX, CM, TRV, HSBC
|
13F-HR |
10 May 2019, 13:35 |
| Q4 2018 |
67 |
$122,284,000 |
+$9,364,795 |
-$15,572,232 |
-$6,207,437 |
LM, SBUX, CM, HSBC, TRV
|
13F-HR |
11 Feb 2019, 15:54 |
| Q3 2018 |
70 |
$143,943,000 |
+$5,416,336 |
-$5,964,071 |
-$547,735 |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
09 Nov 2018, 15:18 |
| Q2 2018 |
74 |
$143,465,000 |
+$8,322,132 |
-$8,528,337 |
-$206,205 |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
02 Aug 2018, 12:31 |
| Q1 2018 |
75 |
$149,708,000 |
+$11,742,311 |
-$12,006,302 |
-$263,991 |
LM, SBUX, CM, TRV, HSBC
|
13F-HR |
09 May 2018, 19:20 |
| Q4 2017 |
72 |
$154,656,000 |
+$15,971,132 |
-$14,097,228 |
+$1,873,904 |
LM, CM, SBUX, HSBC, TRV
|
13F-HR |
13 Feb 2018, 14:55 |
| Q3 2017 |
75 |
$146,223,000 |
+$17,331,956 |
-$19,177,699 |
-$1,845,743 |
LM, SBUX, CM, TRV, GE
|
13F-HR |
01 Nov 2017, 17:16 |
| Q2 2017 |
75 |
$147,167,000 |
+$14,700,002 |
-$7,603,333 |
+$7,096,669 |
LM, SBUX, CM, TRV, GE
|
13F-HR |
08 Aug 2017, 14:02 |
| Q1 2017 |
80 |
$138,620,000 |
+$7,312,572 |
-$11,643,098 |
-$4,330,526 |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
27 Apr 2017, 17:42 |
| Q4 2016 |
89 |
$136,725,000 |
+$5,891,658 |
-$4,480,068 |
+$1,411,590 |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
09 Feb 2017, 12:11 |
| Q3 2016 |
86 |
$130,993,000 |
+$5,440,471 |
-$6,117,949 |
-$677,478 |
LM, SBUX, GE, CBS, TRV
|
13F-HR |
19 Oct 2016, 10:12 |
| Q2 2016 |
82 |
$129,386,000 |
+$9,153,872 |
-$2,759,899 |
+$6,393,973 |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
21 Jul 2016, 16:18 |
| Q1 2016 |
83 |
$127,714,000 |
+$10,484,738 |
-$11,661,934 |
-$1,177,196 |
LM, SBUX, GE, CBS, TRV
|
13F-HR |
28 Apr 2016, 14:14 |
| Q4 2015 |
80 |
$129,741,000 |
+$5,635,122 |
-$9,274,509 |
-$3,639,387 |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
08 Feb 2016, 17:00 |
| Q3 2015 |
77 |
$127,897,000 |
+$8,033,284 |
-$4,230,451 |
+$3,802,833 |
LM, SBUX, GE, TRV, CBS
|
13F-HR |
27 Oct 2015, 09:34 |
| Q2 2015 |
81 |
$142,989,000 |
+$7,607,661 |
-$986,684 |
+$6,620,977 |
LM, SBUX, CHKE, GE, CBS
|
13F-HR |
16 Jul 2015, 16:36 |
| Q1 2015 |
79 |
$141,262,000 |
+$4,401,418 |
-$10,263,278 |
-$5,861,860 |
LM, SBUX, CBS, GE, TRV
|
13F-HR |
21 Apr 2015, 15:29 |
| Q4 2014 |
77 |
$144,274,000 |
+$8,101,854 |
-$6,745,311 |
+$1,356,543 |
LM, CBS, GE, SBUX, KMX
|
13F-HR |
28 Jan 2015, 09:44 |
| Q3 2014 |
70 |
$135,556,000 |
+$4,753,470 |
-$1,865,384 |
+$2,888,086 |
LM, CBS, GE, SBUX, KMX
|
13F-HR |
27 Oct 2014, 15:36 |
| Q2 2014 |
68 |
$135,980,000 |
+$10,547,209 |
-$3,473,232 |
+$7,073,977 |
LM, CBS, GE, KMX, SBUX
|
13F-HR |
29 Jul 2014, 12:54 |
| Q1 2014 |
42 |
$123,244,000 |
$0 |
$0 |
$0 |
LM, CBS, GE, SBUX, KMX
|
13F-HR |
23 May 2014, 13:45 |