Search
⚲

Type	Result	AUM

CIK

Period

0001592613

2026-06-30 2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30

Sector	Form 13F Holdings	Value ($M)
	Apple Inc	45.2
	Procter & Gamble Co	36.5
	Nvidia Corp	24.8
	Microsoft Corp	17.6
	Facebook Inc	14.5
	Alphabet Inc	12.0
	Lilly Eli & Co	10.7
	Amazon Com Inc	8.6
	J P Morgan Chase & Co	8.1
	Tesla Motors Inc	7.7
	Alibaba Group Holding Ltd	7.5
	Gamco Global Gold Natural Resources & Income Trust	7.3
	Alphabet Inc	7.3
	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	7.2
	Johnson & Johnson	5.9
	FPL Group Inc	5.8
	Broadcom Inc	5.8
	Chemed Corp	5.1
	Chevron Corp	4.8
	International Business Machines Corp	3.9
Prev | Page 1 | Next

{"search": "/search", "clicked": "/clicked", "portfolio_add": "/portfolio-add", "portfolio_remove": "/portfolio-remove", "portfolio_create": "/portfolio-create", "portfolio_activate": "/portfolio-activate", "portfolio_delete": "/portfolio-delete", "portfolio_rename": "/portfolio-rename", "portfolio_color": "/portfolio-color", "home_filter": "/home-filter", "htmlspeed": "/htmlspeed", "add_tag_firm": "/add-tag-firm", "add_tag_click": "/add-tag-click", "copy_aum": "/copy-aum", "stripe_checkout": "/stripe-checkout", "stripe_subscribe": "/stripe-subscribe", "update_card": "/update-card"}

{"uid": 215845335, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

322856259