Search
⚲

Type	Result	AUM ($B)

CIK

Period

0001664324

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 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

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	13.3
	Cisco Systems Inc	10.9
	Citigroup Inc	9.7
	J P Morgan Chase & Co	9.0
	Microsoft Corp	8.1
	Rockwell Automation Inc	8.0
	Mastercard Inc	7.2
	TJX Companies Inc /DE/	7.2
	GE Healthcare Technologies Inc	7.1
	Emerson Electric Co	6.6
	Bank of America Corp /DE/	6.3
	Carrier Global Corp	6.3
	Facebook Inc	6.2
	GAP Inc	6.0
	Visa Inc	5.6
	Micron Technology Inc	5.5
	Target Corp	5.4
	Medtronic Holdings Ltd	5.1
	Flowserve Corp	4.4
	Tesla Motors Inc	4.3
	Walt Disney Co	3.4
	Salesforce Com Inc	3.0
	GS Acquisition Holdings Corp	2.9
	ARM Holdings PLC /UK	2.9
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", "update_card": "/update-card"}

{"uid": 211599585, "pid": -1, "pid_a": [], "name": "", "email": "", "blacklist_f": false, "paywall_f": false, "paywall_n": 0, "random_n": 0}

False

314355128