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Type	Result	AUM ($B)

CIK

Period

0000769963

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 2019-03-31 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 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

Sector	Form 13F Holdings	Value ($M)
	J P Morgan Chase & Co	53.2
	Broadcom Inc	51.9
	Microsoft Corp	41.1
	Apple Inc	31.8
	Amazon Com Inc	30.7
	Facebook Inc	29.7
	Nvidia Corp	27.6
	Exxon Mobil Corp	24.7
	Philip Morris International Inc	22.3
	Honeywell International Inc	21.8
	Intercontinentalexchange Group Inc	20.2
	FPL Group Inc	17.6
	TJX Companies Inc /DE/	16.3
	Intuit Inc	16.2
	AbbVie Inc	16.0
	Goldman Sachs Group Inc	14.8
	Coca Cola Co	14.2
	Morgan Stanley	13.5
	Kraft Foods Inc	13.4
	Alphabet Inc	12.6
	Stryker Corp	12.4
	PepsiCo Inc	11.9
	Amphenol Corp /DE/	11.8
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{"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", "update_card": "/update-card"}

{"uid": 152000340, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

220827702