Torray Investment Partners

Shawn Hendon

$737.0M Portfolio Value
99 Stocks
+2.56% YTD Return
Oct 22, 2025 Last Updated
Portfolio Value Over Time

Current Holdings for Torray Investment Partners

Stock Click to search
Shares Value % of Portfolio Change Est. Return
AVGO|Broadcom Limited
94.3K $31.1M
4.22%
TRIM -36.6% +86.45%
PSX|Phillips 66
208.8K $28.4M
3.85%
ADD +3.0%
RPRX|Royalty Pharma Plc
702.9K $24.8M
3.37%
ADD +2.0% +23.84%
HPE|Hewlett Packard Ent Ser C Conv
359.4K $24.4M
3.31%
ADD NEW +0.56%
ABBV|Abbvie
101.6K $23.5M
3.19%
ADD +6.9% +19.36%
HD|Home Depot
58.0K $23.5M
3.19%
ADD +3.2% +21.48%
BX|Blackstone Group
137.1K $23.4M
3.18%
ADD +2.5% +22.96%
CNA|CNA Financial
502.6K $23.4M
3.17%
ADD +18.8% -2.68%
TXN|Texas Instruments
114.3K $21.0M
2.85%
TRIM -13.3% +6.60%
AMGN|Amgen
72.5K $20.5M
2.78%
ADD +3.8%
CHV|Chevron
130.8K $20.3M
2.76%
ADD +3.4%
UNH|UnitedHealth Group
57.1K $19.7M
2.67%
ADD +15.8%
PFE|Pfizer
753.0K $19.2M
2.60%
ADD +15.7% +6.82%
AXP|American Express
57.6K $19.1M
2.60%
MSFT|Microsoft
35.5K $18.4M
2.50%
TRIM -3.1%
NEE|NextEra Energy
238.4K $18.0M
2.44%
ADD NEW +15.43%
PEP|PepsiCo
122.6K $17.2M
2.34%
ADD NEW +2.42%
PLD|ProLogis
150.0K $17.2M
2.33%
ADD +7.5% +21.83%
EOG|EOG Resources
152.8K $17.1M
2.32%
ADD +5.7% +13.77%
AMZN|Amazon.com
75.0K $16.5M
2.23%
TRIM -3.8%
EQIX|Equinix
21.0K $16.5M
2.23%
ADD NEW +2.63%
LEN-B|Lennar Corp Cl B
135.4K $16.2M
2.20%
ADD +4.3%
MRSH|Marsh McLennan
70.0K $14.1M
1.91%
AAPL|Apple
53.4K $13.6M
1.84%
TRIM -3.9%
BRK-B|Berkshire Hathaway B
24.6K $12.4M
1.68%
TRIM -33.9%
JPM|JP Morgan
38.9K $12.3M
1.66%
TRIM -27.2% +163.10%
GOOGL|Alphabet Class A
50.3K $12.2M
1.66%
TRIM -4.6% +194.73%
ETN|Eaton
29.1K $10.9M
1.48%
TRIM -28.3%
APH|Amphenol
81.7K $10.1M
1.37%
TRIM -15.2%
CASY|Casey's General Stores
17.9K $10.1M
1.37%
TRIM -3.3% +83.04%
TSM|Taiwan Semiconductor
27.7K $7.7M
1.05%
TRIM -4.0% +78.35%
NOW|ServiceNow
8.3K $7.6M
1.03%
TRIM -3.3% +33.99%
KLAC|KLA
7.1K $7.6M
1.03%
TRIM -4.4% +386.40%
AJG|Arthur J. Gallagher
24.4K $7.6M
1.02%
ADD +27.9% +21.52%
ORLY|O'Reilly Automotive
66.3K $7.1M
0.97%
TRIM -5.1%
V|Visa
20.1K $6.9M
0.93%
TRIM -3.2%
VEEV|Veeva Systems
21.9K $6.5M
0.89%
TRIM -18.6% +18.21%
LZAGY|Lonza Group ADR
97.1K $6.5M
0.88%
TRIM -3.4%
CPRT|Copart
142.3K $6.4M
0.87%
TRIM -0.3%
VRTX|Vertex Pharmaceuticals
16.3K $6.4M
0.86%
TRIM -3.7% +14.65%
CEG|Constellation Energy Group
19.3K $6.4M
0.86%
TRIM -4.0% +35.44%
MS|Morgan Stanley
39.7K $6.3M
0.86%
TRIM -9.8% +104.64%
CSU|Constellation Software
2.3K $6.2M
0.84%
TRIM -4.7%
FISV|Fiserv
45.6K $5.9M
0.80%
TRIM -1.9%
ADBE|Adobe
16.4K $5.8M
0.78%
TRIM -1.8% -27.43%
TYL|Tyler Technologies
9.7K $5.1M
0.69%
TRIM -3.2% +0.00%
VRSK|Verisk Analytics
17.6K $4.4M
0.60%
TRIM -2.6%
SHW|Sherwin-Williams
12.1K $4.2M
0.57%
TRIM -1.4%
VUG|Vanguard Growth Index
8.7K $4.2M
0.56%
ADD NEW +6.11%
MPWR|Monolithic Power Systems
4.0K $3.6M
0.49%
ADD +29.6%
RBC|RBC Bearings
8.7K $3.4M
0.46%
ADD +2.9% +155.07%
BE|Bloom Energy
36.6K $3.1M
0.42%
TRIM -47.2% +524.09%
BWXT|BWX Technologies
15.7K $2.9M
0.39%
ADD +3.6% +150.12%
HALO|Halozyme Therapeutics
38.1K $2.8M
0.38%
TRIM -4.8%
DT|Dynatrace
56.6K $2.7M
0.37%
ADD +20.0% -17.92%
RYAN|Ryan Specialty Holdings
46.2K $2.6M
0.35%
ADD +18.2% +20.46%
SPNS|Sapiens
58.4K $2.5M
0.34%
ADD +15.5% +49.01%
FN|Fabrinet
6.7K $2.5M
0.33%
ADD NEW +50.98%
AXSM|Axsome Therapeutics
17.4K $2.1M
0.29%
ADD +2.1% +103.94%
KRYS|Krystal Biotech
11.9K $2.1M
0.28%
ADD +2.8% +101.88%
MTD|Mettler Toledo
1.7K $2.1M
0.28%
ADD +23.6%
ENTG|Entegris
22.1K $2.0M
0.28%
ADD +5.5% -2.42%
NTRA|Natera
11.9K $1.9M
0.26%
ADD +4.6% +373.87%
JKHY|Jack Henry & Associates
12.7K $1.9M
0.26%
ADD +22.0%
TW|Tradeweb Markets
15.6K $1.7M
0.23%
ADD +4.4% +46.63%
POOL|Pool
5.3K $1.6M
0.22%
ADD +5.6% -29.96%
CCC|CCC Intel Solutions
167.8K $1.5M
0.21%
ADD +18.3% -26.21%
QLYS|Qualys
11.5K $1.5M
0.21%
ADD +2.7%
FCN|FTI Consulting
9.4K $1.5M
0.20%
ADD +57.5% -5.71%
GOOG|Alphabet Class C
6.1K $1.5M
0.20%
TRIM -0.4% +188.47%
SBAC|SBA Communications
7.6K $1.5M
0.20%
ADD +5.0%
SPSC|SPS Commerce
13.2K $1.4M
0.19%
ADD +22.2% -44.78%
EVLV|Evolv Technologies
164.8K $1.2M
0.17%
ADD NEW -14.93%
COO|Cooper Companies
16.3K $1.1M
0.15%
ADD +4.2% -12.99%
TSLA|Tesla
1.9K $822.7K
0.11%
ADD NEW +32.06%
HURN|Huron Consulting Group
5.4K $792.6K
0.11%
ADD NEW +36.27%
JNJ|Johnson & Johnson
4.2K $782.7K
0.11%
URI|United Rentals
660 $630.1K
0.09%
+168.03%
ENB|Enbridge
11.8K $597.7K
0.08%
TRIM -10.9%
COST|Costco
628 $581.3K
0.08%
TRIM -1.3% +80.08%
NVDA|NVIDIA
3.1K $570.0K
0.08%
ADD +28.6% +60.04%
NOC|Northrop Grumman Corp
887 $540.5K
0.07%
+29.96%
IWF|iShares Russell 1000 Growth
1.1K $533.1K
0.07%
RKLB|Rocket Lab USA
9.0K $431.2K
0.06%
+337.50%
RYCEY|Rolls-Royce
25.0K $405.0K
0.06%
TRIM -50.0% +114.29%
DHR|Danaher
1.9K $370.9K
0.05%
MMM|3M Company
2.0K $310.4K
0.04%
+29.30%
LLY|Eli Lilly
398 $303.7K
0.04%
+12.95%
RTX|RTX
1.7K $282.6K
0.04%
+62.73%
HON|Honeywell
1.2K $262.1K
0.04%
+63.11%
MSI|Motorola Solutions
566 $258.8K
0.04%
+103.75%
WFC|Wells Fargo
3.0K $251.5K
0.03%
+26.35%
AMAT|Applied Materials
1.2K $245.7K
0.03%
TRIM -96.2% +163.61%
VTI|Vanguard Total Stock Fund
739 $242.4K
0.03%
ADD +0.3% +19.25%
ABT|Abbott Labs
1.8K $241.1K
0.03%
+15.46%
AMT|American Tower
1.2K $234.8K
0.03%
TRIM -58.0% -19.18%
EW|Edwards Lifesciences
3.0K $232.8K
0.03%
+23.78%
PTC|PTC Inc
1.1K $230.6K
0.03%
ADD NEW -12.37%
UNP|Union Pacific
850 $200.9K
0.03%
TRIM -28.6% +4.82%

Trading Activity for Torray Investment Partners

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q3
AVGO|Broadcom Limited
SELL -36.57% 94.3K $31M +58.1%
PSX|Phillips 66
BUY +3.01% 208.8K $28M
TXN|Texas Instruments
SELL -13.26% 114.3K $21M +6.5%
RPRX|Royalty Pharma Plc
BUY +2.05% 702.9K $25M
HPE|Hewlett Packard Ent Ser C Conv
BUY NEW 359.4K $24M
ABBV|Abbvie
BUY +6.93% 101.6K $24M
HD|Home Depot
BUY +3.22% 58.0K $24M
BX|Blackstone Group
BUY +2.55% 137.1K $23M
CNA|CNA Financial
BUY +18.84% 502.6K $23M
AMGN|Amgen
BUY +3.82% 72.5K $20M
CHV|Chevron
BUY +3.44% 130.8K $20M
UNH|UnitedHealth Group
BUY +15.75% 57.1K $20M
PFE|Pfizer
BUY +15.69% 753.0K $19M
MSFT|Microsoft
SELL -3.14% 35.5K $18M
BRK-B|Berkshire Hathaway B
SELL -33.94% 24.6K $12M
NEE|NextEra Energy
BUY NEW 238.4K $18M
EOG|EOG Resources
BUY +5.73% 152.8K $17M
PEP|PepsiCo
BUY NEW 122.6K $17M
PLD|ProLogis
BUY +7.55% 150.0K $17M
AMZN|Amazon.com
SELL -3.80% 75.0K $16M
EQIX|Equinix
BUY NEW 21.0K $16M
LEN-B|Lennar Corp Cl B
BUY +4.34% 135.4K $16M
JPM|JP Morgan
SELL -27.24% 38.9K $12M +148.3%
ETN|Eaton
SELL -28.26% 29.1K $11M
AAPL|Apple
SELL -3.91% 53.4K $14M
GOOGL|Alphabet Class A
SELL -4.60% 50.3K $12M +80.0%
GD|General Dynamics Corp
SELL EXIT
APH|Amphenol
SELL -15.20% 81.7K $10M
CASY|Casey's General Stores
SELL -3.32% 17.9K $10M +48.5%
CSU|Constellation Software
SELL -4.71% 2.3K $6M
NOW|ServiceNow
SELL -3.30% 8.3K $8M +96.5%
SNPS|Synopsys
SELL EXIT +14.5%
FISV|Fiserv
SELL -1.90% 45.6K $6M
VEEV|Veeva Systems
SELL -18.62% 21.9K $7M +52.0%
TSM|Taiwan Semiconductor
SELL -3.99% 27.7K $8M +25.2%
KLAC|KLA
SELL -4.43% 7.1K $8M +184.7%
AJG|Arthur J. Gallagher
BUY +27.94% 24.4K $8M
VRTX|Vertex Pharmaceuticals
SELL -3.70% 16.3K $6M +3.4%
V|Visa
SELL -3.17% 20.1K $7M
LZAGY|Lonza Group ADR
SELL -3.42% 97.1K $6M
ORLY|O'Reilly Automotive
SELL -5.08% 66.3K $7M
CPRT|Copart
SELL -0.30% 142.3K $6M
CEG|Constellation Energy Group
SELL -3.96% 19.3K $6M +27.6%
WRB|W.R. Berkley
SELL EXIT +58.5%
ADBE|Adobe
SELL -1.78% 16.4K $6M -14.9%
MS|Morgan Stanley
SELL -9.85% 39.7K $6M +54.8%
TYL|Tyler Technologies
SELL -3.19% 9.7K $5M +25.5%
AMAT|Applied Materials
SELL -96.20% 1.2K $245688 +86.7%
VRSK|Verisk Analytics
SELL -2.65% 17.6K $4M
DLR|Digital Realty Trust
SELL EXIT +34.2%
SHW|Sherwin-Williams
SELL -1.37% 12.1K $4M
VUG|Vanguard Growth Index
BUY NEW 8.7K $4M
MO|Altria Group
SELL EXIT +43.6%
MPWR|Monolithic Power Systems
BUY +29.57% 4.0K $4M
RBC|RBC Bearings
BUY +2.86% 8.7K $3M
LMT|Lockheed Martin
SELL EXIT
BE|Bloom Energy
SELL -47.16% 36.6K $3M +97.7%
BWXT|BWX Technologies
BUY +3.62% 15.7K $3M
HALO|Halozyme Therapeutics
SELL -4.81% 38.1K $3M
DT|Dynatrace
BUY +19.96% 56.6K $3M
RYAN|Ryan Specialty Holdings
BUY +18.18% 46.2K $3M
AKX|Ansys
SELL EXIT
SPNS|Sapiens
BUY +15.48% 58.4K $3M
FN|Fabrinet
BUY NEW 6.7K $2M
TW|Tradeweb Markets
BUY +4.41% 15.6K $2M
2L9|Blueprint Medicines
SELL EXIT
AXSM|Axsome Therapeutics
BUY +2.07% 17.4K $2M
KRYS|Krystal Biotech
BUY +2.83% 11.9K $2M
MTD|Mettler Toledo
BUY +23.59% 1.7K $2M
ENTG|Entegris
BUY +5.50% 22.1K $2M
NTRA|Natera
BUY +4.60% 11.9K $2M
JKHY|Jack Henry & Associates
BUY +22.03% 12.7K $2M
SBAC|SBA Communications
BUY +4.96% 7.6K $1M
POOL|Pool
BUY +5.63% 5.3K $2M
QLYS|Qualys
BUY +2.73% 11.5K $2M
LNTH|Lantheus Holdings
SELL EXIT -12.3%
CCC|CCC Intel Solutions
BUY +18.34% 167.8K $2M
FCN|FTI Consulting
BUY +57.49% 9.4K $2M
GOOG|Alphabet Class C
SELL -0.39% 6.1K $1M +75.3%
SPSC|SPS Commerce
BUY +22.22% 13.2K $1M
EVLV|Evolv Technologies
BUY NEW 164.8K $1M
COO|Cooper Companies
BUY +4.16% 16.3K $1M
TSLA|Tesla
BUY NEW 1.9K $822732
HURN|Huron Consulting Group
BUY NEW 5.4K $792558
RYCEY|Rolls-Royce
SELL -50.00% 25.0K $405000 +34.7%
AMT|American Tower
SELL -57.97% 1.2K $234823 -7.6%
COST|Costco
SELL -1.26% 628 $581296 +79.9%
ENB|Enbridge
SELL -10.89% 11.8K $597699
NVDA|NVIDIA
BUY +28.63% 3.1K $570002
UNP|Union Pacific
SELL -28.57% 850 $200915 +1.7%
CYBR|CyberArk Software
SELL EXIT +19.2%
VTI|Vanguard Total Stock Fund
BUY +0.27% 739 $242372
PTC|PTC Inc
BUY NEW 1.1K $230631
2025-Q2
AVGO|Broadcom Limited
BUY +107.95% 148.7K $41M
TXN|Texas Instruments
BUY +30.36% 131.8K $27M
RPRX|Royalty Pharma Plc
SELL -20.10% 688.8K $25M +3.0%
FISV|Fiserv
SELL -61.01% 46.4K $8M
PSX|Phillips 66
BUY +50.35% 202.8K $24M
BRK-B|Berkshire Hathaway B
SELL -10.92% 37.3K $18M
GOOGL|Alphabet Class A
SELL -62.28% 52.7K $9M +46.5%
HD|Home Depot
SELL -1.29% 56.2K $21M +16.6%
BX|Blackstone Group
BUY +296.61% 133.6K $20M
CNA|CNA Financial
BUY +335.00% 422.9K $20M
AMGN|Amgen
BUY +21.88% 69.9K $20M
EOG|EOG Resources
SELL -4.13% 144.5K $17M +22.9%
JNJ|Johnson & Johnson
SELL -96.20% 4.2K $644758
AXP|American Express
SELL -1.09% 57.6K $18M
MSFT|Microsoft
SELL -4.62% 36.7K $18M
CHV|Chevron
BUY NEW 126.4K $18M
ABBV|Abbvie
BUY +267.71% 95.0K $18M
MRSH|Marsh McLennan
SELL -1.13% 70.0K $15M
AMZN|Amazon.com
SELL -4.18% 78.0K $17M
PFE|Pfizer
BUY +388.86% 650.9K $16M
WRB|W.R. Berkley
SELL -60.10% 87.8K $6M +61.3%
JPM|JP Morgan
SELL -14.00% 53.4K $15M +119.5%
UNH|UnitedHealth Group
BUY +126.34% 49.3K $15M
GD|General Dynamics Corp
SELL -32.77% 37.7K $11M
PLD|ProLogis
BUY +218.93% 139.5K $15M
ETN|Eaton
SELL -1.11% 40.6K $15M
CB|Chubb Limited
SELL EXIT +37.8%
LEN-B|Lennar Corp Cl B
BUY +33.95% 129.7K $14M
AAPL|Apple
SELL -6.40% 55.6K $11M
KEYS|Keysight Technologies
SELL EXIT +2.9%
SLB|SLB
SELL EXIT +14.8%
AMT|American Tower
SELL -93.99% 2.9K $642063 -4.2%
ULTA|Ulta Beauty
SELL EXIT +4.3%
APH|Amphenol
SELL -6.97% 96.3K $10M
CASY|Casey's General Stores
SELL -4.95% 18.5K $9M +29.8%
CSU|Constellation Software
SELL -6.65% 2.4K $9M
NOW|ServiceNow
BUY +6.66% 8.6K $9M
SNPS|Synopsys
SELL -6.76% 16.8K $9M -9.1%
CPRT|Copart
BUY +1.11% 142.8K $7M
HPE|Hewlett Packard Enterprise
SELL EXIT -15.6%
V|Visa
SELL -6.21% 20.8K $7M
VEEV|Veeva Systems
SELL -5.69% 26.9K $8M +28.5%
VRTX|Vertex Pharmaceuticals
BUY +7.37% 16.9K $8M
AMAT|Applied Materials
SELL -39.52% 31.6K $6M +59.0%
LZAGY|Lonza Group ADR
SELL -5.62% 100.5K $7M
ORLY|O'Reilly Automotive
BUY NEW 69.8K $6M
AJG|Arthur J. Gallagher
SELL -6.61% 19.1K $6M +73.1%
VRSK|Verisk Analytics
SELL -20.95% 18.1K $6M
ADBE|Adobe
SELL -4.78% 16.7K $6M -8.9%
KLAC|KLA
SELL -5.78% 7.4K $7M +135.9%
TSM|Taiwan Semiconductor
BUY NEW 28.8K $7M
CEG|Constellation Energy Group
SELL -24.80% 20.1K $6M +14.0%
MS|Morgan Stanley
SELL -2.74% 44.1K $6M +35.1%
TYL|Tyler Technologies
SELL -5.90% 10.0K $6M +27.7%
SHW|Sherwin-Williams
SELL -3.85% 12.2K $4M
DLR|Digital Realty Trust
SELL -2.62% 24.1K $4M +31.1%
MO|Altria Group
SELL -2.74% 67.9K $4M +30.6%
ENB|Enbridge
SELL -85.92% 13.3K $602393
LMT|Lockheed Martin
SELL -24.77% 7.0K $3M
UNP|Union Pacific
SELL -92.53% 1.2K $273795 +1.0%
HALO|Halozyme Therapeutics
SELL -27.69% 40.0K $2M
RBC|RBC Bearings
SELL -0.27% 8.4K $3M +90.8%
RYAN|Ryan Specialty Holdings
SELL -0.25% 39.1K $3M +74.7%
TW|Tradeweb Markets
SELL -19.40% 15.0K $2M +101.4%
DT|Dynatrace
SELL -0.12% 47.2K $3M +11.4%
AKX|Ansys
SELL -0.28% 7.2K $3M
MPWR|Monolithic Power Systems
BUY +0.07% 3.1K $2M
BWXT|BWX Technologies
SELL -0.31% 15.1K $2M +32.0%
SBAC|SBA Communications
SELL -25.85% 7.2K $2M
2L9|Blueprint Medicines
SELL -0.38% 16.6K $2M
AXSM|Axsome Therapeutics
SELL -0.30% 17.1K $2M +24.2%
NTRA|Natera
SELL -0.25% 11.4K $2M +221.5%
JKHY|Jack Henry & Associates
SELL -0.21% 10.4K $2M
LNTH|Lantheus Holdings
SELL -0.20% 19.1K $2M +26.6%
ENTG|Entegris
BUY +35.44% 21.0K $2M
BE|Bloom Energy
BUY +50.80% 69.3K $2M
POOL|Pool
SELL -1.78% 5.0K $1M -21.3%
QLYS|Qualys
SELL -0.79% 11.2K $2M
KRYS|Krystal Biotech
BUY NEW 11.6K $2M
SPNS|Sapiens
BUY +0.06% 50.6K $1M
SPSC|SPS Commerce
SELL -0.18% 10.8K $1M -21.5%
COO|Cooper Companies
SELL -3.24% 15.7K $1M -17.5%
CCC|CCC Intel Solutions
BUY +9.56% 141.8K $1M
GOOG|Alphabet Class C
SELL -0.07% 6.1K $1M +43.6%
FCN|FTI Consulting
BUY +0.19% 5.9K $959956
RCKT|Rocket Pharmaceuticals
SELL EXIT -66.8%
RYCEY|Rolls-Royce
BUY NEW 50.0K $669000
COST|Costco
SELL -1.09% 636 $629602 +87.6%
NVDA|NVIDIA
BUY NEW 2.4K $375226
RKLB|Rocket Lab USA
BUY NEW 9.0K $321930
HON|Honeywell
SELL -9.12% 1.2K $289936 +56.8%
QCOM|Qualcomm
SELL EXIT
EW|Edwards Lifesciences
SELL -9.93% 3.0K $234161 +10.1%
VTI|Vanguard Total Stock Fund
BUY NEW 737 $223951
MA|Mastercard
SELL EXIT +2.2%
TMO|Thermo Fisher Scientific
SELL EXIT -31.7%
2025-Q1
GOOGL|Alphabet Class A
SELL -17.62% 139.7K $22M +65.4%
RPRX|Royalty Pharma Plc
BUY +26.02% 862.0K $27M
FISV|Fiserv
SELL -5.06% 119.1K $26M
BRK-B|Berkshire Hathaway B
SELL -12.81% 41.8K $22M
HD|Home Depot
BUY +15.18% 56.9K $21M
EOG|EOG Resources
BUY +0.06% 150.7K $19M
JPM|JP Morgan
SELL -21.49% 62.1K $15M +116.7%
AVGO|Broadcom Limited
SELL -10.99% 71.5K $12M +44.5%
AMZN|Amazon.com
SELL -2.25% 81.4K $15M
TXN|Texas Instruments
BUY +51.53% 101.1K $18M
AMGN|Amgen
SELL -4.67% 57.3K $18M
MRSH|Marsh McLennan
SELL -9.07% 70.8K $17M
PSX|Phillips 66
BUY +0.77% 134.9K $17M
MSFT|Microsoft
SELL -1.42% 38.5K $14M
WRB|W.R. Berkley
SELL -9.69% 220.1K $16M +35.9%
AAPL|Apple
SELL -3.68% 59.4K $13M
HPE|Hewlett Packard Enterprise
SELL -29.15% 503.4K $8M +2.6%
CB|Chubb Limited
SELL -10.61% 47.8K $14M +31.4%
UNH|UnitedHealth Group
SELL -0.09% 21.8K $11M
AMT|American Tower
SELL -1.23% 48.3K $11M -15.2%
QCOM|Qualcomm
SELL -97.32% 1.7K $258679
NOW|ServiceNow
SELL -1.75% 8.0K $6M +118.0%
CASY|Casey's General Stores
SELL -1.02% 19.4K $8M +16.6%
CPRT|Copart
SELL -1.61% 141.2K $8M
CSU|Constellation Software
SELL -1.49% 2.6K $8M
SNPS|Synopsys
BUY +10.73% 18.1K $8M
V|Visa
SELL -2.90% 22.2K $8M
VRTX|Vertex Pharmaceuticals
SELL -1.79% 15.7K $8M +25.5%
APH|Amphenol
SELL -1.91% 103.6K $7M
ORLY|O'Reilly Automotive
SELL -2.70% 5.0K $7M
AJG|Arthur J. Gallagher
SELL -3.13% 20.4K $7M +69.4%
VEEV|Veeva Systems
SELL -13.11% 28.5K $7M +25.4%
VRSK|Verisk Analytics
SELL -3.17% 22.8K $7M
ADBE|Adobe
BUY +28.57% 17.5K $7M
LZAGY|Lonza Group ADR
SELL -2.56% 106.5K $7M
TYL|Tyler Technologies
SELL -2.40% 10.6K $6M +32.7%
ABBV|Abbvie
SELL -15.73% 25.8K $5M +20.4%
CEG|Constellation Energy Group
BUY +11.17% 26.8K $5M
KLAC|KLA
SELL -1.25% 7.8K $5M +122.3%
ENB|Enbridge
SELL -24.52% 94.4K $4M
MS|Morgan Stanley
BUY +18.50% 45.3K $5M
POOL|Pool
SELL -65.00% 5.1K $2M -11.2%
CNA|CNA Financial
BUY +5.77% 97.2K $5M
PLD|ProLogis
BUY NEW 43.7K $5M
BX|Blackstone Group
BUY +44.49% 33.7K $5M
UNP|Union Pacific
SELL -21.93% 15.9K $4M +10.2%
SHW|Sherwin-Williams
SELL -1.34% 12.7K $4M
DHR|Danaher
SELL -89.96% 1.9K $383555
MO|Altria Group
BUY +1.05% 69.8K $4M
LMT|Lockheed Martin
BUY +15.83% 9.3K $4M
DLR|Digital Realty Trust
BUY +19.36% 24.7K $4M
HALO|Halozyme Therapeutics
SELL -0.41% 55.4K $4M
PFE|Pfizer
BUY NEW 133.1K $3M
RYAN|Ryan Specialty Holdings
SELL -0.39% 39.2K $3M +72.9%
UPS|United Parcel Service
SELL EXIT -21.9%
TW|Tradeweb Markets
SELL -0.41% 18.6K $3M +89.1%
RBC|RBC Bearings
SELL -0.30% 8.4K $3M +76.6%
DT|Dynatrace
BUY +0.81% 47.3K $2M
AKX|Ansys
SELL -0.28% 7.2K $2M
SBAC|SBA Communications
SELL -0.32% 9.8K $2M
AXSM|Axsome Therapeutics
SELL -0.34% 17.1K $2M +40.8%
JKHY|Jack Henry & Associates
SELL -0.24% 10.4K $2M
LNTH|Lantheus Holdings
SELL -0.35% 19.1K $2M +46.8%
MPWR|Monolithic Power Systems
SELL -2.43% 3.1K $2M +317.6%
NTRA|Natera
SELL -0.17% 11.4K $2M +244.9%
BWXT|BWX Technologies
SELL -0.18% 15.2K $1M +30.1%
MTD|Mettler Toledo
SELL -0.29% 1.4K $2M
QLYS|Qualys
SELL -0.16% 11.3K $1M
ICFI|ICF International
SELL EXIT
RCKT|Rocket Pharmaceuticals
SELL -3.93% 117.3K $782398 -41.9%
ENTG|Entegris
BUY +1.53% 15.5K $1M
2L9|Blueprint Medicines
BUY +1.09% 16.7K $1M
SPSC|SPS Commerce
BUY +59.35% 10.8K $1M
SPNS|Sapiens
SELL -0.17% 50.6K $1M -3.1%
CCC|CCC Intel Solutions
BUY +16.80% 129.5K $1M
GOOG|Alphabet Class C
SELL -9.14% 6.2K $961283 +61.8%
BND|Vanguard Total Bond Market ETF
SELL EXIT -13.6%
FCN|FTI Consulting
BUY +0.82% 5.9K $973487
BE|Bloom Energy
BUY NEW 46.0K $903751
HON|Honeywell
SELL -12.18% 1.4K $290098 +51.7%
NVDA|NVIDIA
SELL EXIT +37.4%
RKLB|Rocket Lab USA
SELL EXIT +41.9%
RTX|RTX
BUY NEW 1.7K $223725
PTC|PTC Inc
SELL EXIT -4.5%
CYBR|CyberArk Software
BUY NEW 600 $202800
MA|Mastercard
BUY NEW 367 $201160
2024-Q4
GOOGL|Alphabet Class A
SELL -4.74% 169.6K $32M +53.0%
FISV|Fiserv
SELL -17.14% 125.5K $26M
BRK-B|Berkshire Hathaway B
SELL -17.30% 48.0K $22M
RPRX|Royalty Pharma Plc
SELL -20.27% 684.0K $17M -16.9%
HD|Home Depot
BUY +0.18% 49.4K $19M
JPM|JP Morgan
SELL -9.32% 79.1K $19M +100.7%
AVGO|Broadcom Limited
SELL -0.18% 80.3K $19M +17.2%
EOG|EOG Resources
BUY +5.89% 150.6K $18M
AMZN|Amazon.com
BUY +0.91% 83.2K $18M
JNJ|Johnson & Johnson
SELL -0.13% 111.1K $16M
AXP|American Express
SELL -12.02% 58.3K $17M
MSFT|Microsoft
BUY +1.28% 39.0K $16M
PSX|Phillips 66
BUY +6.47% 133.8K $15M
UNH|UnitedHealth Group
SELL -20.15% 21.8K $11M
AMGN|Amgen
BUY +394.55% 60.1K $16M
AAPL|Apple
BUY +0.13% 61.6K $15M
HPE|Hewlett Packard Enterprise
BUY +285.00% 710.5K $15M
QCOM|Qualcomm
SELL -25.36% 62.8K $10M
KEYS|Keysight Technologies
BUY +15.32% 82.9K $13M
HON|Honeywell
SELL -97.35% 1.6K $352388 +61.6%
AMT|American Tower
BUY +16.01% 48.9K $9M
NOW|ServiceNow
SELL -11.96% 8.2K $9M +125.7%
CSU|Constellation Software
BUY +0.54% 2.6K $8M
CPRT|Copart
BUY +1.02% 143.5K $8M
SNPS|Synopsys
BUY +38.66% 16.3K $8M
CASY|Casey's General Stores
BUY +1.90% 19.6K $8M
APH|Amphenol
BUY +1.49% 105.6K $7M
VRTX|Vertex Pharmaceuticals
BUY +1.63% 16.0K $6M
V|Visa
BUY +1.02% 22.8K $7M
ADBE|Adobe
BUY +1.60% 13.6K $6M
VEEV|Veeva Systems
BUY +0.74% 32.8K $7M
LZAGY|Lonza Group ADR
BUY +0.85% 109.3K $6M
VRSK|Verisk Analytics
BUY +0.10% 23.6K $6M
TYL|Tyler Technologies
BUY +0.23% 10.9K $6M
SHW|Sherwin-Williams
SELL -21.42% 12.9K $4M
ORLY|O'Reilly Automotive
BUY +1.13% 5.1K $6M
KLAC|KLA
BUY +2.19% 7.9K $5M
AJG|Arthur J. Gallagher
BUY +1.06% 21.1K $6M
DHR|Danaher
SELL -6.46% 18.6K $4M
ABBV|Abbvie
BUY +42.23% 30.7K $5M
POOL|Pool
BUY +1.03% 14.6K $5M
CEG|Constellation Energy Group
BUY NEW 24.1K $5M
ENB|Enbridge
BUY +0.86% 125.1K $5M
MS|Morgan Stanley
SELL -21.14% 38.2K $5M +43.8%
UPS|United Parcel Service
SELL -34.15% 22.5K $3M -11.4%
UNP|Union Pacific
BUY +33.38% 20.4K $5M
CNA|CNA Financial
BUY +27.38% 91.9K $4M
MTN|Vail Resorts
SELL EXIT -18.6%
DLR|Digital Realty Trust
SELL -17.66% 20.7K $4M +47.1%
BX|Blackstone Group
SELL -0.01% 23.3K $4M +63.7%
LMT|Lockheed Martin
BUY +30.16% 8.0K $4M
MO|Altria Group
SELL -0.26% 69.1K $4M +19.3%
HALO|Halozyme Therapeutics
BUY +0.64% 55.6K $3M
MPWR|Monolithic Power Systems
SELL -7.76% 3.1K $2M +320.1%
RYAN|Ryan Specialty Holdings
BUY +0.21% 39.4K $3M
DT|Dynatrace
BUY +0.31% 46.9K $3M
RBC|RBC Bearings
BUY +0.33% 8.5K $3M
AKX|Ansys
SELL -6.65% 7.3K $2M
TW|Tradeweb Markets
BUY +0.10% 18.6K $2M
SBAC|SBA Communications
BUY +0.69% 9.8K $2M
ICFI|ICF International
BUY +1.17% 13.1K $2M
NTRA|Natera
SELL -28.93% 11.4K $2M +203.9%
MTD|Mettler Toledo
BUY +0.97% 1.4K $2M
AZPN1USD|Aspen Technology
SELL EXIT
BWXT|BWX Technologies
SELL -11.68% 15.2K $2M +48.2%
SPNS|Sapiens
BUY +2.44% 50.7K $1M
JKHY|Jack Henry & Associates
BUY +0.73% 10.4K $2M
LNTH|Lantheus Holdings
BUY +17.02% 19.2K $2M
COO|Cooper Companies
BUY +0.82% 16.2K $1M
ENTG|Entegris
BUY +0.85% 15.3K $2M
QLYS|Qualys
BUY +0.48% 11.3K $2M
RCKT|Rocket Pharmaceuticals
BUY +66.29% 122.1K $2M
2L9|Blueprint Medicines
BUY +1.14% 16.5K $1M
CHD|Church & Dwight
SELL EXIT
AXSM|Axsome Therapeutics
BUY +45.26% 17.2K $1M
SPSC|SPS Commerce
BUY +0.77% 6.8K $1M
CCC|CCC Intel Solutions
BUY +0.70% 110.8K $1M
GOOG|Alphabet Class C
SELL -8.35% 6.8K $1M +49.8%
FCN|FTI Consulting
BUY NEW 5.9K $1M
RKLB|Rocket Lab USA
BUY NEW 9.0K $229230
UHS|Universal Health Services
SELL EXIT -8.3%
WFC|Wells Fargo
BUY NEW 3.0K $210720
RTX|RTX
SELL EXIT +2.6%
2024-Q3
GOOGL|Alphabet Class A
SELL -0.20% 178.0K $30M +46.4%
FISV|Fiserv
BUY +0.07% 151.4K $27M
BRK-B|Berkshire Hathaway B
SELL -9.87% 58.0K $27M
RPRX|Royalty Pharma Plc
BUY +23.70% 857.9K $24M
HD|Home Depot
BUY +1.59% 49.3K $20M
JPM|JP Morgan
BUY +3.13% 87.2K $18M
EOG|EOG Resources
SELL -2.57% 142.2K $17M +39.9%
JNJ|Johnson & Johnson
BUY +27.36% 111.3K $18M
AXP|American Express
BUY +1.88% 66.2K $18M
MSFT|Microsoft
BUY +1.05% 38.5K $17M
GD|General Dynamics Corp
SELL -0.14% 56.0K $17M
PSX|Phillips 66
BUY +6.67% 125.7K $17M
UNH|UnitedHealth Group
BUY +1.61% 27.3K $16M
AMZN|Amazon.com
BUY +1.04% 82.5K $15M
CB|Chubb Limited
SELL -0.23% 53.5K $15M +30.8%
QCOM|Qualcomm
BUY +16.71% 84.2K $14M
AAPL|Apple
BUY +0.00% 61.6K $14M
AVGO|Broadcom Limited
BUY +946.72% 80.5K $14M
WRB|W.R. Berkley
BUY +50.00% 243.7K $14M
HON|Honeywell
BUY +0.20% 58.8K $12M
AMAT|Applied Materials
BUY +2.35% 52.3K $11M
SLB|SLB
BUY +2.29% 253.5K $11M
TROW|T. Rowe Price Group
SELL EXIT -19.2%
ULTA|Ulta Beauty
BUY +22.26% 27.0K $10M
AMT|American Tower
SELL -10.72% 42.2K $10M -1.5%
NOW|ServiceNow
SELL -15.84% 9.3K $8M +81.3%
AKX|Ansys
SELL -70.43% 7.8K $2M
CSU|Constellation Software
SELL -2.11% 2.6K $8M
CPRT|Copart
BUY +0.06% 142.0K $7M
ADBE|Adobe
BUY +0.23% 13.4K $7M
VRTX|Vertex Pharmaceuticals
BUY +13.01% 15.8K $7M
ORLY|O'Reilly Automotive
SELL -26.83% 5.0K $6M
CASY|Casey's General Stores
BUY +84.61% 19.3K $7M
APH|Amphenol
SELL +0.00% 104.0K $7M
LZAGY|Lonza Group ADR
SELL -0.98% 108.4K $7M
VEEV|Veeva Systems
SELL -0.44% 32.6K $7M +4.1%
KLAC|KLA
SELL -0.69% 7.8K $6M +144.7%
VRSK|Verisk Analytics
SELL -0.32% 23.6K $6M
TYL|Tyler Technologies
SELL -1.21% 10.9K $6M +29.5%
SHW|Sherwin-Williams
SELL -0.64% 16.4K $6M
V|Visa
BUY +3.37% 22.6K $6M
SNPS|Synopsys
BUY NEW 11.8K $6M
AJG|Arthur J. Gallagher
SELL -0.78% 20.8K $6M +48.6%
DHR|Danaher
SELL -0.44% 19.9K $6M
POOL|Pool
BUY +2.15% 14.4K $5M
MS|Morgan Stanley
BUY +8.14% 48.5K $5M
ENB|Enbridge
BUY +14.27% 124.0K $5M
AMGN|Amgen
SELL -20.31% 12.2K $4M
UPS|United Parcel Service
BUY +12.80% 34.2K $5M
BX|Blackstone Group
SELL -33.29% 23.3K $4M +29.7%
ABBV|Abbvie
BUY +0.09% 21.6K $4M
MTN|Vail Resorts
BUY +25.41% 24.0K $4M
DLR|Digital Realty Trust
BUY +2.50% 25.2K $4M
HPE|Hewlett Packard Enterprise
BUY NEW 184.6K $4M
UNP|Union Pacific
BUY +7.23% 15.3K $4M
LMT|Lockheed Martin
SELL -7.29% 6.2K $4M
MO|Altria Group
BUY +2.43% 69.2K $4M
CNA|CNA Financial
BUY NEW 72.2K $4M
CSCO|Cisco Systems
SELL EXIT -1.3%
HALO|Halozyme Therapeutics
BUY +8.89% 55.3K $3M
MPWR|Monolithic Power Systems
BUY +1.77% 3.4K $3M
RYAN|Ryan Specialty Holdings
SELL -0.79% 39.3K $3M +61.7%
RBC|RBC Bearings
BUY +0.43% 8.4K $3M
DT|Dynatrace
BUY +14.65% 46.7K $2M
SBAC|SBA Communications
BUY +14.45% 9.7K $2M
TW|Tradeweb Markets
SELL -0.01% 18.6K $2M +65.0%
ICFI|ICF International
SELL -10.37% 12.9K $2M
LNTH|Lantheus Holdings
SELL -37.20% 16.4K $2M +73.1%
NTRA|Natera
BUY +0.56% 16.1K $2M
MTD|Mettler Toledo
SELL -0.59% 1.3K $2M
ENTG|Entegris
BUY +1.95% 15.1K $2M
AZPN1USD|Aspen Technology
BUY +0.63% 8.3K $2M
BWXT|BWX Technologies
BUY +0.20% 17.2K $2M
SPNS|Sapiens
BUY +0.04% 49.5K $2M
JKHY|Jack Henry & Associates
BUY +0.78% 10.4K $2M
COO|Cooper Companies
BUY +1.07% 16.1K $2M
2L9|Blueprint Medicines
BUY +0.44% 16.3K $2M
QLYS|Qualys
SELL -1.22% 11.2K $1M
CHD|Church & Dwight
BUY +0.79% 14.1K $1M
RCKT|Rocket Pharmaceuticals
BUY +9.24% 73.4K $1M
GOOG|Alphabet Class C
SELL -4.63% 7.4K $1M +43.3%
BMRN|BioMarin Pharmaceuticals
SELL EXIT +3.2%
SPSC|SPS Commerce
BUY NEW 6.7K $1M
CCC|CCC Intel Solutions
SELL -0.53% 110.1K $1M -5.2%
AXSM|Axsome Therapeutics
BUY +0.65% 11.8K $1M
COST|Costco
SELL -2.28% 643 $570032 +65.0%
IWF|iShares Russell 1000 Growth
SELL -12.33% 1.1K $427182 +151.6%
NOC|Northrop Grumman Corp
BUY NEW 887 $468398
NVDA|NVIDIA
SELL -33.33% 2.0K $242880 +28.1%
LLY|Eli Lilly
BUY NEW 398 $352604
RYCEY|Rolls-Royce
SELL EXIT +14.7%
MMM|3M Company
BUY NEW 2.0K $273400
MSI|Motorola Solutions
BUY NEW 566 $254491
TMO|Thermo Fisher Scientific
BUY NEW 403 $249284
UHS|Universal Health Services
BUY NEW 1.0K $229010
EW|Edwards Lifesciences
BUY NEW 3.3K $219351
MRK|Merck
SELL EXIT +8.4%
PTC|PTC Inc
BUY NEW 1.1K $205230
ABT|Abbott Labs
BUY NEW 1.8K $205218
RTX|RTX
BUY NEW 1.7K $204639
2024-Q2
GOOGL|Alphabet Class A
SELL -0.12% 178.4K $32M +53.6%
BRK-B|Berkshire Hathaway B
BUY +0.44% 64.4K $26M
FISV|Fiserv
SELL -0.07% 151.3K $23M
RPRX|Royalty Pharma Plc
BUY +3.51% 693.6K $18M
PSX|Phillips 66
BUY +2.38% 117.8K $17M
EOG|EOG Resources
SELL -0.39% 146.0K $18M +43.9%
JPM|JP Morgan
SELL -8.61% 84.6K $17M +68.0%
QCOM|Qualcomm
SELL -33.09% 72.1K $14M
HD|Home Depot
BUY +2.39% 48.6K $17M
MRSH|Marsh McLennan
SELL -10.51% 77.9K $16M
MSFT|Microsoft
SELL -6.60% 38.1K $17M
LEN-B|Lennar Corp Cl B
SELL -11.65% 96.9K $14M
AMZN|Amazon.com
BUY +0.34% 81.6K $16M
ETN|Eaton
SELL -11.64% 41.1K $13M
WRB|W.R. Berkley
BUY +0.14% 162.5K $13M
CB|Chubb Limited
BUY +0.36% 53.6K $14M
UNH|UnitedHealth Group
BUY +0.15% 26.9K $14M
TXN|Texas Instruments
BUY +0.16% 66.7K $13M
AAPL|Apple
SELL -0.26% 61.6K $13M
HON|Honeywell
BUY +0.02% 58.7K $13M
AVGO|Broadcom Limited
SELL -0.22% 7.7K $12M +123.0%
AMAT|Applied Materials
SELL -13.60% 51.1K $12M +117.7%
KEYS|Keysight Technologies
BUY +20.00% 71.9K $10M
AMT|American Tower
BUY +0.82% 47.2K $9M
NOW|ServiceNow
SELL -0.37% 11.0K $9M +61.5%
ULTA|Ulta Beauty
BUY NEW 22.0K $9M
AKX|Ansys
BUY +21.75% 26.3K $8M
CPRT|Copart
BUY +1.64% 142.0K $8M
ORLY|O'Reilly Automotive
BUY +0.12% 6.9K $7M
CSU|Constellation Software
SELL -0.45% 2.7K $8M
ADBE|Adobe
BUY +0.46% 13.4K $7M
V|Visa
SELL -13.50% 21.9K $6M
APH|Amphenol
BUY +72.66% 104.0K $7M
KLAC|KLA
SELL -21.94% 7.8K $6M +128.3%
LZAGY|Lonza Group ADR
SELL -0.20% 109.5K $6M
VRTX|Vertex Pharmaceuticals
BUY +0.28% 13.9K $7M
VRSK|Verisk Analytics
BUY +0.44% 23.6K $6M
VEEV|Veeva Systems
BUY +44.55% 32.7K $6M
SHW|Sherwin-Williams
BUY +0.90% 16.5K $5M
TYL|Tyler Technologies
BUY +0.30% 11.0K $6M
AJG|Arthur J. Gallagher
BUY +0.43% 21.0K $5M
DHR|Danaher
BUY +0.19% 20.0K $5M
POOL|Pool
BUY +16.82% 14.1K $4M
AMGN|Amgen
BUY +0.69% 15.3K $5M
BX|Blackstone Group
BUY +0.61% 35.0K $4M
MS|Morgan Stanley
BUY +0.48% 44.8K $4M
UPS|United Parcel Service
BUY +10.69% 30.3K $4M
CASY|Casey's General Stores
BUY NEW 10.4K $4M
ABBV|Abbvie
BUY +1.38% 21.5K $4M
ENB|Enbridge
BUY +1.71% 108.5K $4M
DLR|Digital Realty Trust
BUY +0.64% 24.6K $4M
MTN|Vail Resorts
BUY +15.17% 19.1K $3M
CSCO|Cisco Systems
BUY +2.50% 70.1K $3M
KHC|Kraft Heinz
SELL EXIT +16.3%
GMAB|Genmab ADR
SELL EXIT
UNP|Union Pacific
BUY +9.05% 14.3K $3M
LMT|Lockheed Martin
BUY +1.26% 6.7K $3M
MO|Altria Group
BUY +0.96% 67.6K $3M
MPWR|Monolithic Power Systems
SELL -2.17% 3.3K $3M +402.8%
HALO|Halozyme Therapeutics
BUY +6.67% 50.7K $3M
RYAN|Ryan Specialty Holdings
BUY +9.31% 39.6K $2M
RBC|RBC Bearings
BUY +10.89% 8.4K $2M
ICFI|ICF International
BUY +8.72% 14.4K $2M
LNTH|Lantheus Holdings
BUY +6.36% 26.1K $2M
ENTG|Entegris
BUY +6.81% 14.8K $2M
TW|Tradeweb Markets
BUY +8.20% 18.6K $2M
MTD|Mettler Toledo
BUY +8.51% 1.4K $2M
2L9|Blueprint Medicines
SELL -16.36% 16.2K $2M
DT|Dynatrace
BUY +14.07% 40.8K $2M
NTRA|Natera
SELL -7.79% 16.0K $2M +120.8%
JKHY|Jack Henry & Associates
BUY +9.76% 10.3K $2M
SBAC|SBA Communications
BUY +8.62% 8.5K $2M
SPNS|Sapiens
BUY +8.28% 49.4K $2M
RCKT|Rocket Pharmaceuticals
BUY +10.31% 67.2K $1M
AZPN1USD|Aspen Technology
BUY +10.45% 8.3K $2M
BWXT|BWX Technologies
BUY +27.77% 17.2K $2M
QLYS|Qualys
BUY +27.80% 11.4K $2M
CHD|Church & Dwight
BUY +9.76% 14.0K $1M
COO|Cooper Companies
BUY +12.51% 15.9K $1M
BMRN|BioMarin Pharmaceuticals
BUY +13.61% 16.9K $1M
CCC|CCC Intel Solutions
BUY NEW 110.6K $1M
AXSM|Axsome Therapeutics
BUY +11.47% 11.7K $945634
COST|Costco
SELL -0.60% 658 $559293 +48.1%
NVDA|NVIDIA
BUY NEW 3.0K $370620
RYCEY|Rolls-Royce
BUY NEW 50.0K $286000
IDXX|Idexx Laboratories
SELL EXIT +82.7%
ABT|Abbott Labs
SELL EXIT +1.5%
2024-Q1
GOOGL|Alphabet Class A
SELL -1.34% 178.6K $27M +27.4%
FISV|Fiserv
SELL -0.61% 151.5K $24M
RPRX|Royalty Pharma Plc
BUY +32.49% 670.1K $20M
PSX|Phillips 66
SELL -17.64% 115.1K $19M
EOG|EOG Resources
BUY +25.18% 146.6K $19M
JPM|JPMorgan Chase
SELL -9.11% 92.5K $19M +50.3%
QCOM|Qualcomm
SELL -2.59% 107.8K $18M
HD|Home Depot
SELL -3.48% 47.4K $18M +21.9%
MSFT|Microsoft
SELL -2.56% 40.8K $17M
ETN|Eaton
SELL -33.54% 46.5K $15M
AXP|American Express
SELL -12.37% 65.0K $15M
AMZN|Amazon.com
SELL -3.51% 81.4K $15M
SLB|SLB
BUY +24.58% 247.9K $14M
AAPL|Apple
SELL -8.33% 61.7K $11M
AMAT|Applied Materials
SELL -22.31% 59.1K $12M +91.1%
TXN|Texas Instruments
BUY +0.41% 66.6K $12M
MO|Altria Group
SELL -75.53% 66.9K $3M -9.2%
AVGO|Broadcom Limited
SELL -10.39% 7.7K $10M +106.8%
AMT|American Tower
BUY +4.55% 46.8K $9M
KEYS|Keysight Technologies
BUY NEW 59.9K $9M
NOW|ServiceNow
SELL -3.46% 11.1K $8M +69.3%
KHC|Kraft Heinz
SELL -60.09% 90.0K $3M +17.8%
CPRT|Copart
SELL -1.44% 139.7K $8M
ORLY|O'Reilly Automotive
SELL -2.12% 6.9K $8M
AKX|Ansys
BUY +274.70% 21.6K $8M
ADBE|Adobe
BUY +7.35% 13.3K $7M
CSU|Constellation Software
SELL -2.67% 2.7K $7M
V|Visa
SELL -1.45% 25.3K $7M
KLAC|KLA
SELL -3.08% 10.0K $7M +103.9%
APH|Amphenol
SELL -2.38% 60.2K $7M
LZAGY|Lonza Group ADR
SELL -0.32% 109.7K $7M
VRTX|Vertex Pharmaceuticals
SELL -1.20% 13.9K $6M +15.9%
VRSK|Verisk Analytics
SELL -1.91% 23.5K $6M
SHW|Sherwin-Williams
SELL -1.84% 16.4K $6M
POOL|Pool
SELL EXIT +40.4%
VEEV|Veeva Systems
BUY +17.95% 22.6K $5M
AJG|Arthur J. Gallagher
SELL -0.19% 20.9K $5M +25.9%
Accenture
SELL EXIT
DHR|Danaher
BUY +0.08% 20.0K $5M
POOL|Pool
BUY NEW 12.1K $5M
TYL|Tyler Technologies
BUY +12.92% 11.0K $5M
BX|Blackstone Group
BUY +0.74% 34.8K $5M
AMGN|Amgen
BUY +9.56% 15.2K $4M
MS|Morgan Stanley
BUY NEW 44.6K $4M
UPS|United Parcel Service
BUY NEW 27.4K $4M
ABBV|Abbvie
BUY +3.16% 21.3K $4M
ENB|Enbridge
BUY +5.93% 106.7K $4M
MTN|Vail Resorts
BUY +15.28% 16.6K $4M
DLR|Digital Realty Trust
BUY +1.44% 24.4K $4M
CSCO|Cisco Systems
BUY +22.48% 68.4K $3M
GMAB|Genmab ADR
BUY +0.68% 107.9K $3M
UNP|Union Pacific
BUY +5.74% 13.1K $3M
LYB|LyondellBasell Industries
SELL EXIT
LMT|Lockheed Martin
BUY +12.93% 6.6K $3M
GILD|Gilead Sciences
SELL EXIT +11.3%
PAYX|Paychex
SELL EXIT +24.7%
MPWR|Monolithic Power Systems
BUY +0.83% 3.4K $2M
TW|Tradeweb Markets
SELL -27.35% 17.2K $2M +51.6%
RBC|RBC Bearings
BUY +1.79% 7.6K $2M
RYAN|Ryan Specialty Holdings
SELL -11.64% 36.2K $2M +16.8%
ICFI|ICF International
BUY +2.22% 13.3K $2M
ENTG|Entegris
BUY +0.37% 13.9K $2M
HALO|Halozyme Therapeutics
BUY +19.27% 47.6K $2M
DT|Dynatrace
BUY +1.80% 35.7K $2M
2L9|Blueprint Medicines
BUY +0.96% 19.4K $2M
RCKT|Rocket Pharmaceuticals
BUY +0.13% 60.9K $2M
SBAC|SBA Communications
BUY +15.14% 7.8K $2M
QLYS|Qualys
BUY +1.76% 8.9K $1M
MTD|Mettler Toledo
BUY +4.18% 1.2K $2M
JKHY|Jack Henry & Associates
BUY +4.68% 9.4K $2M
AZPN1USD|Aspen Technology
BUY +14.27% 7.5K $2M
NTRA|Natera
SELL -20.34% 17.3K $2M +46.3%
LNTH|Lantheus Holdings
BUY +0.83% 24.5K $2M
SPNS|Sapiens
BUY +4.36% 45.7K $1M
COO|Cooper Companies
BUY NEW 14.1K $1M
BMRN|BioMarin Pharmaceuticals
BUY +1.15% 14.8K $1M
BWXT|BWX Technologies
BUY +44.63% 13.4K $1M
CHD|Church & Dwight
BUY +4.61% 12.8K $1M
Cooper Companies
SELL EXIT
BND|Vanguard Total Bond Market ETF
BUY +15.25% 16.3K $1M
GOOG|Alphabet Class C
BUY +0.71% 7.7K $1M
ZBRA|Zebra Technologies
SELL EXIT +3.9%
AXSM|Axsome Therapeutics
BUY NEW 10.5K $840932
COST|Costco
SELL -23.20% 662 $485001 +36.1%
ABT|Abbott Labs
SELL -20.00% 1.8K $204588 +9.3%
MRK|Merck
SELL -16.46% 1.7K $224975 +15.0%
ROP|Roper Technologies
SELL EXIT +5.0%
2023-Q4
GOOGL|Alphabet Class A
BUY +0.22% 181.0K $25M
FISV|Fiserv
BUY +0.35% 152.4K $20M
PSX|Phillips 66
SELL -0.72% 139.7K $19M
JPM|JPMorgan Chase
SELL -0.33% 101.8K $17M +26.6%
HD|Home Depot
SELL -0.49% 49.2K $17M +2.1%
QCOM|Qualcomm
SELL -0.52% 110.7K $16M
MSFT|Microsoft
BUY +1.16% 41.9K $16M
EOG|EOG Resources
SELL -0.84% 117.1K $14M +43.4%
GD|General Dynamics Corp
BUY +0.11% 56.1K $15M
RPRX|Royalty Pharma Plc
BUY +22.56% 505.7K $14M
UNH|UnitedHealth Group
BUY +0.11% 26.9K $14M
JNJ|Johnson & Johnson
BUY +13.62% 87.4K $14M
TROW|T. Rowe Price Group
SELL -24.33% 96.3K $10M -26.6%
MO|Altria Group
SELL -13.11% 273.5K $11M -8.3%
AAPL|Apple
BUY +2.74% 67.3K $13M
AMZN|Amazon.com
BUY +0.71% 84.3K $13M
AMAT|Applied Materials
BUY +0.11% 76.1K $12M
HON|Honeywell
BUY +0.32% 58.7K $12M
CB|Chubb Limited
BUY +0.13% 53.4K $12M
AMT|American Tower
BUY +72.52% 44.8K $10M
AVGO|Broadcom Limited
SELL -0.92% 8.6K $10M +52.4%
KHC|Kraft Heinz
SELL -16.21% 225.6K $8M +8.7%
GM|General Motors
SELL EXIT -36.9%
NOW|ServiceNow
SELL -0.06% 11.5K $8M +43.7%
ADBE|Adobe Systems
SELL -8.89% 12.4K $7M +45.4%
CPRT|Copart
SELL -7.34% 141.7K $7M
CSU|Constellation Software
BUY +2.62% 2.7K $7M
ORLY|O'Reilly Automotive
BUY +0.24% 7.0K $7M
V|Visa
BUY +0.89% 25.6K $7M
APH|Amphenol
BUY +0.99% 61.7K $6M
KLAC|KLA
SELL -0.14% 10.3K $6M +67.1%
VRSK|Verisk Analytics
BUY +1.26% 24.0K $6M
VRTX|Vertex Pharmaceuticals
BUY NEW 14.1K $6M
POOL|Pool
SELL -1.29% 13.3K $5M +26.5%
SHW|Sherwin-Williams
BUY +0.60% 16.7K $5M
Accenture
BUY +1.04% 14.3K $5M
DHR|Danaher
BUY +2.70% 20.0K $5M
Cooper Companies
SELL -77.43% 3.4K $1M
AJG|Arthur J. Gallagher
BUY +1.12% 21.0K $5M
LZAGY|Lonza Group ADR
BUY +67.03% 110.0K $5M
BX|Blackstone Group
BUY +16.87% 34.5K $5M
IDXX|Idexx Laboratories
SELL -95.91% 384 $213139 +66.2%
TYL|Tyler Technologies
BUY +0.49% 9.7K $4M
AMGN|Amgen
SELL -3.82% 13.8K $4M
VEEV|Veeva Systems
BUY +0.16% 19.2K $4M
GMAB|Genmab ADR
BUY +2.57% 107.2K $3M
ENB|Enbridge
BUY +34.69% 100.7K $4M
CCI|Crown Castle
SELL EXIT -27.6%
DLR|Digital Realty Trust
SELL -3.83% 24.0K $3M +9.4%
ABBV|Abbvie
SELL -2.78% 20.6K $3M -3.3%
LYB|LyondellBasell Industries
SELL -2.78% 32.1K $3M
MTN|Vail Resorts
BUY +33.88% 14.4K $3M
UNP|Union Pacific
BUY +4.14% 12.4K $3M
CSCO|Cisco Systems
BUY +12.03% 55.9K $3M
GILD|Gilead Sciences
SELL -2.88% 34.6K $3M +16.7%
LMT|Lockheed Martin
SELL -0.51% 5.8K $3M
PAYX|Paychex
SELL -3.49% 19.8K $2M +21.4%
TW|Tradeweb Markets
BUY +1.14% 23.7K $2M
MPWR|Monolithic Power Systems
BUY +1.99% 3.4K $2M
RBC|RBC Bearings
BUY +0.94% 7.4K $2M
AKX|Ansys
BUY +2.22% 5.8K $2M
RYAN|Ryan Specialty Holdings
BUY +2.30% 41.0K $2M
DT|Dynatrace
BUY +0.95% 35.1K $2M
RCKT|Rocket Pharmaceuticals
BUY +1.13% 60.9K $2M
2L9|Blueprint Medicines
SELL -22.41% 19.2K $2M
ICFI|ICF International
BUY +1.01% 13.0K $2M
SBAC|SBA Communications
BUY +5.48% 6.8K $2M
QLYS|Qualys
BUY +0.56% 8.7K $2M
LNTH|Lantheus Holdings
BUY +1.66% 24.3K $2M
ENTG|Entegris
BUY +3.53% 13.8K $2M
HALO|Halozyme Therapeutics
BUY +53.38% 39.9K $1M
JKHY|Jack Henry & Associates
BUY +2.53% 9.0K $1M
MTD|Mettler Toledo
BUY +3.02% 1.2K $1M
AZPN1USD|Aspen Technology
BUY +2.94% 6.5K $1M
BMRN|BioMarin Pharmaceuticals
BUY +3.14% 14.7K $1M
NTRA|Natera
BUY +4.75% 21.8K $1M
SPNS|Sapiens
BUY +1.35% 43.8K $1M
VICR|Vicor
SELL EXIT -50.5%
CHD|Church & Dwight
BUY +3.48% 12.2K $1M
GOOG|Alphabet Class C
BUY +6.29% 7.7K $1M
BND|Vanguard Total Bond Market ETF
SELL -6.29% 14.2K $1M -17.7%
ZBRA|Zebra Technologies
BUY +5.88% 3.5K $964582
BWXT|BWX Technologies
BUY NEW 9.3K $712285
ROP|Roper Technologies
BUY NEW 410 $223520
2023-Q3
GOOGL|Alphabet Class A
SELL -2.04% 180.6K $24M +16.0%
FISV|Fiserv
SELL -1.40% 151.8K $17M
PSX|Phillips 66
BUY +0.66% 140.8K $17M
JPM|JPMorgan Chase
SELL -2.95% 102.2K $15M +26.9%
HD|Home Depot
BUY +2.02% 49.4K $15M
EOG|EOG Resources
BUY +0.73% 118.1K $15M
MSFT|Microsoft
SELL -2.63% 41.4K $13M
TROW|T. Rowe Price Group
BUY +1.00% 127.2K $13M
MO|Altria Group
BUY +1.39% 314.8K $13M
UNH|UnitedHealth Group
SELL -0.19% 26.8K $14M
QCOM|Qualcomm
BUY +1.86% 111.3K $12M
AXP|American Express
BUY +0.54% 74.2K $11M
RPRX|Royalty Pharma Plc
SELL -0.29% 412.6K $11M -14.9%
JNJ|Johnson & Johnson
BUY +0.20% 76.9K $12M
AAPL|Apple
BUY +1.51% 65.5K $11M
HON|Honeywell
BUY +0.56% 58.5K $11M
AMZN|Amazon.com
BUY +1.75% 83.7K $11M
ORLY|O'Reilly Automotive
SELL -8.47% 7.0K $6M
CPRT|Copart
BUY +91.86% 152.9K $7M
AVGO|Broadcom Limited
BUY +21.10% 8.7K $7M
ADBE|Adobe Systems
SELL -3.75% 13.6K $7M +28.6%
NOW|ServiceNow
SELL -4.28% 11.5K $6M +25.0%
V|Visa
SELL -4.38% 25.4K $6M
Cooper Companies
SELL -2.05% 15.0K $5M
VRSK|Verisk Analytics
SELL -5.58% 23.7K $6M
CSU|Constellation Software
SELL -1.15% 2.7K $6M
APH|Amphenol
SELL -5.53% 61.1K $5M
KLAC|KLA
SELL -4.50% 10.4K $5M +50.7%
AMT|American Tower
BUY +1.94% 26.0K $4M
IDXX|Idexx Laboratories
SELL -4.01% 9.4K $4M +84.0%
POOL|Pool
BUY +4.21% 13.5K $5M
DHR|Danaher
SELL -2.45% 19.4K $5M
AJG|Arthur J. Gallagher
SELL -2.34% 20.7K $5M +18.1%
SHW|Sherwin-Williams
SELL -4.49% 16.6K $4M
Accenture
SELL -3.74% 14.2K $4M
TYL|Tyler Technologies
SELL -4.27% 9.7K $4M -13.0%
GMAB|Genmab ADR
SELL -3.93% 104.5K $4M
LZAGY|Lonza Group ADR
SELL -1.30% 65.9K $3M
VEEV|Veeva Systems
SELL -3.74% 19.2K $4M +16.8%
AMGN|Amgen
BUY +3.83% 14.4K $4M
CCI|Crown Castle
BUY +45.03% 37.1K $3M
BX|Blackstone Group
BUY +2.72% 29.5K $3M
ABBV|Abbvie
BUY +13.05% 21.2K $3M
LYB|LyondellBasell Industries
BUY +4.17% 33.1K $3M
DLR|Digital Realty Trust
BUY +3.02% 25.0K $3M
CSCO|Cisco Systems
BUY +5.67% 49.9K $3M
GILD|Gilead Sciences
BUY +9.10% 35.6K $3M
LMT|Lockheed Martin
BUY +4.95% 5.8K $2M
ENB|Enbridge
BUY +9.46% 74.8K $2M
MTN|Vail Resorts
BUY +9.04% 10.7K $2M
UNP|Union Pacific
BUY +9.20% 11.9K $2M
PAYX|Paychex
BUY +10.89% 20.5K $2M
LNTH|Lantheus Holdings
BUY +3.01% 23.9K $2M
RYAN|Ryan Specialty Holdings
BUY +2.73% 40.1K $2M
TW|Tradeweb Markets
BUY +2.41% 23.4K $2M
AKX|Ansys
BUY +2.66% 5.6K $2M
MPWR|Monolithic Power Systems
BUY +2.35% 3.3K $2M
DT|Dynatrace
BUY +2.75% 34.8K $2M
VRRM|Verra Mobility
SELL EXIT +41.6%
RBC|RBC Bearings
BUY +2.62% 7.4K $2M
ICFI|ICF International
BUY +3.10% 12.9K $2M
2L9|Blueprint Medicines
BUY +4.43% 24.8K $1M
ENTG|Entegris
BUY +1.21% 13.4K $1M
QLYS|Qualys
BUY +2.67% 8.7K $1M
JKHY|Jack Henry & Associates
BUY +10.61% 8.7K $1M
AZPN1USD|Aspen Technology
BUY +3.18% 6.4K $1M
SBAC|SBA Communications
BUY +18.34% 6.4K $1M
MTD|Mettler Toledo
BUY +21.59% 1.2K $1M
BMRN|BioMarin Pharmaceuticals
BUY +29.51% 14.2K $1M
RCKT|Rocket Pharmaceuticals
BUY +10.28% 60.2K $1M
SPNS|Sapiens
BUY +3.74% 43.2K $1M
VICR|Vicor
BUY +25.71% 20.8K $1M
BND|VANGUARD BD INDEX FDS
SELL -9.71% 15.1K $1M -16.4%
CHD|Church & Dwight
BUY +4.42% 11.8K $1M
HALO|Halozyme Therapeutics
BUY +4.19% 26.0K $993391
NTRA|Natera
BUY +3.74% 20.8K $919294
GOOG|Alphabet Class C
BUY +1.56% 7.2K $954330
ZBRA|Zebra Technologies
BUY +4.71% 3.3K $788354
COST|Costco
BUY +30.21% 862 $486996
SBUX|Starbucks
SELL EXIT +60.6%
IWF|ISHARES TR
SELL -9.61% 1.3K $345255 +90.6%
MA|Mastercard
SELL EXIT +6.3%
ABT|Abbott Labs
BUY +10.84% 2.2K $217913
MRK|Merck
BUY NEW 2.0K $210121
2023-Q2
GOOGL|Alphabet Class A
SELL -1.71% 184.4K $22M +5.7%
FISV|Fiserv
SELL -0.56% 154.0K $19M
JPM|JPMorgan Chase
BUY +0.55% 105.3K $15M
HD|Home Depot
BUY +15.54% 48.4K $15M
MSFT|Microsoft
SELL -1.49% 42.5K $14M
TROW|T. Rowe Price Group
BUY +20.98% 126.0K $14M
MO|Altria Group
BUY +0.15% 310.5K $14M
EOG|EOG Resources
BUY +21.38% 117.2K $13M
PSX|Phillips 66
BUY +12.69% 139.8K $13M
QCOM|Qualcomm
BUY +18.67% 109.2K $13M
UNH|UnitedHealth Group
BUY +0.73% 26.9K $13M
RPRX|Royalty Pharma Plc
BUY +201.68% 413.8K $13M
AAPL|Apple
SELL -9.20% 64.6K $13M
DIS|Walt Disney
SELL EXIT -14.9%
BMY|Bristol-Myers Squibb
SELL EXIT +5.4%
AMZN|Amazon.com
SELL -2.83% 82.3K $11M
WRB|W.R. Berkley
BUY NEW 162.2K $10M
BAC|Bank of America
SELL EXIT
AWN|Advance Auto Parts
SELL EXIT
ORLY|O'Reilly Automotive
SELL -0.23% 7.7K $7M
CPRT|Copart
SELL -8.39% 79.7K $7M
ADBE|Adobe Systems
SELL -1.26% 14.1K $7M -6.5%
NOW|ServiceNow
SELL -1.27% 12.0K $7M +6.8%
V|Visa
SELL -1.97% 26.6K $6M
AVGO|Broadcom Limited
BUY +44.94% 7.2K $6M
Cooper Companies
SELL -0.01% 15.3K $6M
VRSK|Verisk Analytics
SELL -5.40% 25.1K $6M
CSU|Constellation Software
SELL -4.16% 2.7K $6M
APH|Amphenol
SELL -1.98% 64.7K $5M
KLAC|KLA
SELL -2.47% 10.8K $5M +27.9%
AMT|American Tower
BUY +0.76% 25.5K $5M
IDXX|Idexx Laboratories
SELL -3.43% 9.8K $5M +76.4%
DHR|Danaher
BUY +1.29% 19.9K $5M
POOL|Pool
BUY +11.49% 12.9K $5M
AJG|Arthur J. Gallagher
BUY +2.45% 21.2K $5M
SHW|Sherwin-Williams
SELL -0.36% 17.3K $5M
Accenture
BUY +0.45% 14.7K $5M
TYL|Tyler Technologies
SELL -1.34% 10.1K $4M -13.2%
GMAB|Genmab ADR
SELL -1.82% 108.8K $4M
LZAGY|Lonza Group ADR
BUY +0.67% 66.8K $4M
VEEV|Veeva Systems
BUY +3.09% 19.9K $4M
AMGN|Amgen
BUY +32.03% 13.8K $3M
ABBV|Abbvie
BUY +0.14% 18.7K $3M
CCI|Crown Castle
BUY +38.10% 25.6K $3M
DLR|Digital Realty Trust
BUY +1.15% 24.3K $3M
GILD|Gilead Sciences
BUY +0.87% 32.6K $3M
BX|Blackstone Group
BUY +0.24% 28.7K $3M
LMT|Lockheed Martin
BUY +0.11% 5.6K $3M
ENB|Enbridge
BUY +0.63% 68.3K $3M
MTN|Vail Resorts
BUY +1.64% 9.9K $2M
CSCO|Cisco Systems
BUY +13.43% 47.2K $2M
UNP|Union Pacific
BUY +0.98% 10.9K $2M
PRU|Prudential Financial
SELL EXIT
PAYX|Paychex
BUY +1.50% 18.5K $2M
LNTH|Lantheus Holdings
BUY +0.45% 23.2K $2M
AKX|Ansys
BUY +0.60% 5.5K $2M
TW|Tradeweb Markets
BUY +0.69% 22.9K $2M
RYAN|Ryan Specialty Holdings
BUY +0.75% 39.0K $2M
MPWR|Monolithic Power Systems
BUY +0.62% 3.2K $2M
DT|Dynatrace
BUY +0.59% 33.8K $2M
VRRM|Verra Mobility
BUY +0.65% 88.3K $2M
RBC|RBC Bearings
BUY +0.73% 7.2K $2M
ICFI|ICF International
BUY +0.61% 12.5K $2M
2L9|Blueprint Medicines
BUY +0.58% 23.7K $2M
ENTG|Entegris
BUY +0.60% 13.2K $1M
MTD|Mettler Toledo
BUY +0.74% 954 $1M
SBAC|SBA Communications
BUY +1.08% 5.4K $1M
AZPN1USD|Aspen Technology
BUY +0.80% 6.2K $1M
JKHY|Jack Henry & Associates
BUY +0.78% 7.9K $1M
CHD|Church & Dwight
BUY +10.03% 11.3K $1M
SPNS|Sapiens
BUY +0.73% 41.6K $1M
NTRA|Natera
BUY +0.81% 20.0K $974465
QLYS|Qualys
BUY +0.80% 8.5K $1M
RCKT|Rocket Pharmaceuticals
BUY +0.62% 54.6K $1M
BMRN|BioMarin Pharmaceuticals
BUY +0.96% 11.0K $951833
ZBRA|Zebra Technologies
BUY +1.05% 3.2K $941627
HALO|Halozyme Therapeutics
BUY +0.99% 25.0K $900271
VICR|Vicor
BUY +45.47% 16.5K $891972
GOOG|Alphabet Class C
BUY +15.75% 7.1K $862153
MUB|ISHARES TR
SELL EXIT -7.9%
MA|Mastercard
BUY NEW 613 $241093
2023-Q1
GOOGL|Alphabet Class A
SELL -0.08% 187.6K $19M -15.4%
FISV|Fiserv
SELL -0.14% 154.9K $18M
MO|Altria Group
SELL -9.11% 310.0K $14M +2.4%
MRSH|Marsh & McLennan
BUY +0.10% 87.0K $14M
UNH|UnitedHealth Group
BUY +0.01% 26.7K $13M
JPM|JPMorgan Chase
SELL -0.54% 104.7K $14M +18.6%
HD|Home Depot
BUY +0.50% 41.9K $12M
PSX|Phillips 66
BUY +0.01% 124.1K $13M
ETN|Eaton
SELL -14.16% 70.0K $12M
HON|Honeywell
BUY +0.10% 58.2K $11M
MSFT|Microsoft
BUY +6.39% 43.2K $12M
TXN|Texas Instruments
BUY +0.14% 66.3K $12M
AXP|American Express
BUY +0.12% 73.8K $12M
DIS|Walt Disney
BUY +0.12% 119.8K $12M
CB|Chubb Limited
BUY +0.01% 53.4K $10M
TROW|T. Rowe Price Group
BUY +0.06% 104.1K $12M
QCOM|Qualcomm
BUY +0.76% 92.1K $12M
AAPL|Apple
SELL -0.85% 71.1K $12M
EOG|EOG Resources
BUY +27.61% 96.6K $11M
AWN|Advance Auto Parts
BUY +30.08% 74.7K $9M
AMZN|Amazon.com
SELL -0.29% 84.7K $9M
DD|DuPont de Nemours
SELL EXIT +14.9%
V|Visa
SELL -21.17% 27.1K $6M
ORLY|O'Reilly Automotive
SELL -2.29% 7.7K $7M
CPRT|Copart
SELL -1.48% 87.0K $7M
SCHW|Charles Schwab
SELL EXIT +16.9%
Cooper Companies
SELL -0.52% 15.3K $6M
NOW|ServiceNow
BUY +2.08% 12.1K $6M
ADBE|Adobe Systems
SELL -0.01% 14.3K $6M -12.2%
GMAB|Genmab ADR
SELL -13.81% 110.8K $4M
RPRX|Royalty Pharma
SELL -0.14% 137.2K $5M -2.1%
AMT|American Tower
SELL -0.70% 25.3K $5M -16.4%
APH|Amphenol
SELL -2.86% 66.0K $5M
KLAC|KLA
SELL -21.96% 11.1K $4M +22.0%
DHR|Danaher
SELL -1.71% 19.7K $5M
CSU|Constellation Software
SELL -0.88% 2.8K $5M
VRSK|Verisk Analytics
SELL -1.97% 26.5K $5M
IDXX|Idexx Laboratories
SELL -1.77% 10.1K $5M +76.1%
Accenture
SELL -0.54% 14.7K $4M
SHW|Sherwin-Williams
BUY +0.24% 17.4K $4M
LZAGY|Lonza Group ADR
BUY +0.26% 66.3K $4M
POOL|Pool
BUY +1.15% 11.6K $4M
AJG|Arthur J. Gallagher
BUY NEW 20.7K $4M
TYL|Tyler Technologies
BUY +0.30% 10.2K $4M
VEEV|Veeva Systems
BUY NEW 19.3K $4M
NKE|Nike
SELL EXIT
AVGO|Broadcom Limited
SELL -3.12% 4.9K $3M +16.9%
ABBV|Abbvie
BUY +1.24% 18.7K $3M
LYB|LyondellBasell Industries
BUY +0.97% 31.7K $3M
LMT|Lockheed Martin
SELL -3.47% 5.6K $3M
GILD|Gilead Sciences
BUY +1.28% 32.3K $3M
ENB|Enbridge
BUY +0.03% 67.9K $3M
PRU|Prudential Financial
SELL -1.42% 26.2K $2M
AMGN|Amgen
BUY +7.82% 10.5K $3M
BX|Blackstone Group
BUY +3.44% 28.7K $3M
CCI|Crown Castle
BUY +23.95% 18.5K $2M
DLR|Digital Realty Trust
BUY +2.59% 24.0K $2M
MCD|McDonalds
SELL EXIT +25.6%
HII|Huntington Ingalls
SELL EXIT +13.7%
MTN|Vail Resorts
BUY +4.23% 9.7K $2M
UNP|Union Pacific
BUY +1.58% 10.8K $2M
CSCO|Cisco Systems
BUY +1.56% 41.6K $2M
PAYX|Paychex
BUY +3.35% 18.2K $2M
LNTH|Lantheus Holdings
BUY +33.18% 23.1K $2M
AKX|Ansys
BUY +0.31% 5.5K $2M
TW|Tradeweb Markets
BUY +0.25% 22.7K $2M
HALO|Halozyme Therapeutics
SELL -21.53% 24.7K $943828
RBC|RBC Bearings
BUY +0.06% 7.1K $2M
MPWR|Monolithic Power Systems
BUY +0.22% 3.2K $2M
RYAN|Ryan Specialty Holdings
BUY +0.49% 38.7K $2M
SBAC|SBA Communications
BUY +0.92% 5.4K $1M
VRRM|Verra Mobility
BUY +0.93% 87.8K $1M
MTD|Mettler Toledo
BUY +0.11% 947 $1M
DT|Dynatrace
BUY +13.58% 33.6K $1M
AZPN1USD|Aspen Technology
BUY +0.87% 6.1K $1M
JKHY|Jack Henry & Associates
BUY +0.68% 7.8K $1M
ICFI|ICF International
BUY +0.72% 12.4K $1M
BND|VANGUARD BD INDEX FDS
SELL -5.10% 16.7K $1M -13.9%
BMRN|BioMarin Pharmaceuticals
BUY +0.40% 10.9K $1M
NTRA|Natera
BUY +1.13% 19.9K $1M
QLYS|Qualys
BUY +1.19% 8.4K $1M
ENTG|Entegris
BUY +0.50% 13.1K $1M
RCKT|Rocket Pharmaceuticals
SELL -0.17% 54.2K $928994 +8.5%
2L9|Blueprint Medicines
BUY +0.71% 23.6K $1M
ZBRA|Zebra Technologies
SELL -20.41% 3.1K $1M +16.1%
CHD|Church & Dwight
BUY +1.81% 10.3K $906645
SPNS|Sapiens
BUY +57.98% 41.3K $897340
GOOG|Alphabet Class C
SELL -1.96% 6.2K $640328 -15.9%
IWF|ISHARES TR
SELL -46.83% 1.4K $350858 +59.4%
VICR|Vicor
BUY +40.99% 11.4K $533004
VOT|Vanguard Mid Cap Grwth
SELL EXIT +5.6%
COST|Costco
SELL -1.19% 662 $328928 -7.0%
2022-Q4
GOOGL|Alphabet Class A
SELL -19.21% 187.7K $17M -14.2%
TROW|T. Rowe Price Group
SELL -36.23% 104.1K $11M -20.1%
FISV|Fiserv
BUY +177.45% 155.1K $16M
MO|Altria Group
BUY +0.40% 341.1K $16M
GD|General Dynamics Corp
SELL -18.75% 56.1K $14M
MRSH|Marsh & McLennan
SELL -10.18% 86.9K $14M
JPM|JPMorgan Chase
SELL -0.09% 105.3K $14M +12.0%
HD|Home Depot
BUY +317.93% 41.7K $13M
GPC|Genuine Parts Co
SELL EXIT +76.3%
GM|General Motors
SELL -34.87% 262.2K $9M -20.8%
PSX|Phillips 66
SELL -2.86% 124.1K $13M
ETN|Eaton
SELL -10.67% 81.5K $13M
BAC|Bank of America
BUY +0.05% 337.7K $11M
AXP|American Express
BUY +0.11% 73.7K $11M
SLB|SLB
SELL -25.35% 199.0K $11M +85.6%
DIS|Walt Disney
BUY +17.17% 119.7K $10M
QCOM|Qualcomm
BUY +0.43% 91.4K $10M
AAPL|Apple
SELL -2.07% 71.7K $9M
EOG|EOG Resources
SELL -12.79% 75.7K $10M +73.1%
MSFT|Microsoft
SELL -1.61% 40.6K $10M
AMZN|Amazon.com
BUY +2.74% 84.9K $7M
AWN|Advance Auto Parts
BUY NEW 57.4K $8M
DD|DuPont de Nemours
SELL -29.60% 114.6K $8M +6.8%
LEN-B|Lennar Corp Cl B
BUY NEW 109.6K $8M
AMAT|Applied Materials
BUY NEW 76.0K $7M
V|Visa
SELL -1.63% 34.4K $7M
ORLY|O'Reilly Automotive
SELL -16.60% 7.9K $7M
KLAC|KLA
SELL -33.56% 14.2K $5M +16.1%
SCHW|Charles Schwab
SELL -1.18% 72.2K $6M +18.4%
AMT|American Tower
SELL -3.62% 25.5K $5M -16.9%
RPRX|Royalty Pharma
SELL -1.19% 137.4K $5M +8.5%
GMAB|Genmab ADR
SELL -2.18% 128.6K $5M
CPRT|Copart
BUY +94.97% 88.3K $5M
DHR|Danaher
SELL -1.66% 20.0K $5M
APH|Amphenol
SELL -2.12% 68.0K $5M
Cooper Companies
BUY +1.63% 15.4K $5M
ADBE|Adobe Systems
BUY +1.57% 14.3K $5M
VRSK|Verisk Analytics
SELL -1.88% 27.1K $5M
NOW|ServiceNow
BUY +36.49% 11.9K $5M
CSU|Constellation Software
SELL -0.35% 2.8K $4M
IDXX|Idexx Laboratories
SELL -1.05% 10.3K $4M +48.1%
SHW|Sherwin-Williams
SELL -2.35% 17.4K $4M
Accenture
BUY +3.27% 14.8K $4M
TYL|Tyler Technologies
SELL -6.17% 10.2K $3M -27.4%
NKE|Nike
SELL -18.27% 29.9K $3M
POOL|Pool
BUY +200.10% 11.4K $3M
LZAGY|Lonza Group ADR
BUY +4.02% 66.1K $3M
ABBV|Abbvie
BUY +1.31% 18.5K $3M
AVGO|Broadcom Limited
BUY +117.43% 5.1K $3M
LMT|Lockheed Martin
SELL -1.03% 5.8K $3M
GILD|Gilead Sciences
SELL -29.45% 31.9K $3M +25.3%
ENB|Enbridge
SELL -1.03% 67.9K $3M
PRU|Prudential Financial
BUY +1.64% 26.6K $3M
LYB|LyondellBasell Industries
BUY +2.19% 31.4K $3M
AMGN|Amgen
SELL -8.06% 9.7K $3M
DLR|Digital Realty Trust
BUY +17.45% 23.4K $2M
MCD|McDonalds
BUY +0.81% 8.8K $2M
HII|Huntington Ingalls
SELL -2.62% 10.0K $2M +21.2%
BX|Blackstone Group
BUY +4.16% 27.7K $2M
MTN|Vail Resorts
BUY NEW 9.3K $2M
UNP|Union Pacific
BUY NEW 10.6K $2M
CCI|Crown Castle
BUY +5.85% 15.0K $2M
PAYX|Paychex
BUY +0.90% 17.6K $2M
CSCO|Cisco Systems
BUY +2.53% 41.0K $2M
HALO|Halozyme Therapeutics
SELL -4.31% 31.5K $2M
RYAN|Ryan Specialty Holdings
SELL -3.64% 38.5K $2M +7.9%
RBC|RBC Bearings
SELL -3.93% 7.1K $1M +24.2%
SBAC|SBA Communications
BUY +5.73% 5.3K $1M
AZPN1USD|Aspen Technology
SELL -2.71% 6.1K $1M
JKHY|Jack Henry & Associates
SELL -3.77% 7.8K $1M
TW|Tradeweb Markets
BUY +29.38% 22.7K $1M
MYOV|Myovant Sciences
SELL EXIT
ICFI|ICF International
SELL -3.78% 12.3K $1M
VRRM|Verra Mobility
SELL -3.44% 86.9K $1M +14.4%
MTD|Mettler Toledo
SELL -3.86% 946 $1M
AKX|Ansys
BUY +22.39% 5.4K $1M
AVGO|BROADCOM INC
SELL EXIT -7.8%
CTLTEUR|Catalent
SELL EXIT
QLYS|Qualys
SELL -3.84% 8.3K $931172
MPWR|Monolithic Power Systems
SELL -2.61% 3.2K $1M +165.7%
2L9|Blueprint Medicines
BUY +34.02% 23.4K $1M
ZBRA|Zebra Technologies
SELL -9.30% 4.0K $1M -0.1%
DT|Dynatrace
BUY +10.68% 29.6K $1M
BMRN|BioMarin Pharmaceuticals
SELL -4.12% 10.8K $1M +13.1%
RCKT|Rocket Pharmaceuticals
BUY NEW 54.3K $1M
RCKT|Rocket Pharmaceuticals
SELL EXIT +18.5%
LNTH|Lantheus Holdings
BUY NEW 17.4K $884564
ENTG|Entegris
BUY NEW 13.1K $857392
SPNS|Sapiens
SELL -39.47% 26.2K $483289 -35.6%
CHD|Church & Dwight
SELL -4.06% 10.1K $811985
NTRA|Natera
BUY +17.34% 19.6K $789059
OMCL|Omnicell
SELL EXIT
MKSI|MKS Instruments
SELL EXIT -26.4%
IWF|ISHARES TR
BUY +34.31% 2.7K $578662
VICR|Vicor
SELL -15.60% 8.1K $432903 -51.2%
VOT|Vanguard Mid Cap Grwth
BUY NEW 2.3K $406617
URI|United Rentals
BUY NEW 660 $234577
ABT|Abbott Labs
BUY NEW 2.0K $222874
2022-Q3
GOOGL|Alphabet Class A
BUY NEW 232.4K $22M
FISV|Fiserv
SELL -71.98% 55.9K $5M
BRK-B|Berkshire Hathaway B
BUY +0.47% 64.1K $17M
TROW|T. Rowe Price Group
BUY +48.13% 163.2K $17M
MRSH|Marsh & McLennan
BUY +1.26% 96.8K $14M
BMY|Bristol-Myers Squibb
SELL -14.08% 161.1K $11M +15.3%
MO|Altria Group
BUY +0.52% 339.7K $14M
GPC|Genuine Parts Co
SELL -15.17% 87.6K $13M +51.5%
JNJ|Johnson & Johnson
BUY +1.31% 76.7K $13M
GM|General Motors
BUY +25.50% 402.6K $13M
ETN|Eaton
BUY +0.13% 91.3K $12M
JPM|JPMorgan Chase
BUY +1.42% 105.4K $11M
PSX|Phillips 66
BUY +4.15% 127.7K $10M
QCOM|Qualcomm
BUY +283.77% 91.0K $10M
BAC|Bank of America
BUY +23.99% 337.5K $10M
AAPL|Apple
BUY +5.25% 73.2K $10M
MSFT|Microsoft
BUY +5.32% 41.2K $10M
HON|Honeywell
BUY +1.36% 58.1K $10M
EOG|EOG Resources
BUY +23.94% 86.8K $10M
SLB|Schlumberger
BUY +27.26% 266.5K $10M
AMZN|Amazon.com
BUY +7.42% 82.7K $9M
RNR|RenaissanceRe
SELL EXIT -10.9%
DD|DuPont de Nemours
BUY +0.15% 162.8K $8M
AMAT|Applied Materials
SELL EXIT -31.8%
V|Visa
SELL -0.09% 35.0K $6M
AMT|American Tower
SELL -1.05% 26.4K $6M +1.7%
ORLY|O'Reilly Automotive
SELL -0.92% 9.4K $7M
KLAC|KLA
BUY +27.92% 21.4K $6M
RPRX|Royalty Pharma
BUY +0.01% 139.0K $6M
DHR|Danaher
BUY +7.82% 20.3K $5M
SCHW|Charles Schwab
SELL -0.22% 73.1K $5M +6.4%
ADBE|Adobe Systems
BUY +0.41% 14.1K $4M
CPRT|Copart
SELL -0.44% 45.3K $5M
VRSK|Verisk Analytics
SELL -1.22% 27.6K $5M
Cooper Companies
BUY +0.40% 15.2K $4M
APH|Amphenol
BUY +3.46% 69.4K $5M
GMAB|Genmab ADR
SELL -0.21% 131.4K $4M
CSU|Constellation Software
SELL -0.66% 2.9K $4M
NOW|ServiceNow
SELL -0.91% 8.7K $3M -5.1%
SHW|Sherwin-Williams
BUY +0.40% 17.8K $4M
Accenture
BUY +0.51% 14.3K $4M
TYL|Tyler Technologies
SELL -1.44% 10.9K $4M -17.7%
NKE|Nike
BUY +0.53% 36.6K $3M
IDXX|Idexx Laboratories
BUY +12.38% 10.4K $3M
LZAGY|Lonza Group ADR
BUY +0.84% 63.6K $3M
AMGN|Amgen
SELL -19.86% 10.6K $2M
LYB|LyondellBasell Industries
SELL -11.75% 30.8K $2M
HD|Home Depot
SELL -7.00% 10.0K $3M +14.1%
ENB|Enbridge
BUY +1.02% 68.6K $3M
GILD|Gilead Sciences
BUY +0.92% 45.2K $3M
ENTG|Entegris
SELL EXIT -31.9%
ABBV|Abbvie
BUY +7.15% 18.2K $2M
AVGO|BROADCOM INC
SELL -43.83% 928 $1M -8.2%
LMT|Lockheed Martin
BUY +1.20% 5.8K $2M
PRU|Prudential Financial
BUY +2.31% 26.2K $2M
BX|Blackstone Group
BUY +1.71% 26.6K $2M
CCI|Crown Castle International
BUY +1.01% 14.1K $2M
HII|Huntington Ingalls
BUY +0.94% 10.3K $2M
MCD|McDonalds
BUY +0.36% 8.7K $2M
DLR|Digital Realty Trust
BUY NEW 19.9K $2M
PAYX|Paychex
BUY +1.44% 17.4K $2M
CTLTEUR|Catalent
BUY +2.95% 17.3K $1M
SBAC|SBA Communications
SELL -1.71% 5.0K $1M
RYAN|Ryan Specialty Holdings
SELL -2.31% 40.0K $2M +11.2%
CSCO|Cisco Systems
BUY +8.94% 40.0K $2M
RBC|RBC Bearings
SELL -3.26% 7.4K $2M +29.8%
JKHY|Jack Henry & Associates
SELL -2.39% 8.1K $1M
AZPN1USD|Aspen Technology
SELL -2.87% 6.2K $1M
VRRM|Verra Mobility
SELL -2.96% 90.0K $1M +20.2%
MYOV|Myovant Sciences
SELL -3.00% 79.2K $1M
ICFI|ICF International
SELL -2.52% 12.8K $1M
POOL|Pool
SELL -2.55% 3.8K $1M +72.7%
ZBRA|Zebra Technologies
SELL -3.45% 4.4K $1M +19.0%
HALO|Halozyme Therapeutics
BUY +16.33% 32.9K $1M
MPWR|Monolithic Power Systems
SELL -2.28% 3.3K $1M +224.1%
QLYS|Qualys
SELL -3.69% 8.6K $1M
AMN|AMN Healthcare Services
SELL EXIT
MTD|Mettler Toledo
SELL -2.77% 984 $1M
2L9|Blueprint Medicines
BUY +15.32% 17.5K $1M
OMCL|Omnicell
SELL -8.69% 8.7K $757000
DT|Dynatrace
SELL -2.21% 26.8K $932000 -22.1%
SPNS|Sapiens
SELL -1.59% 43.2K $829000 -24.5%
AVGO|Broadcom Limited
BUY NEW 2.3K $1M
CHD|Church & Dwight
SELL -2.56% 10.5K $750000
TW|Tradeweb Markets
BUY NEW 17.5K $988000
AKX|Ansys
BUY +12.26% 4.4K $986000
BMRN|BioMarin Pharmaceuticals
SELL -2.33% 11.3K $958000 +10.9%
RCKT|Rocket Pharmaceuticals
SELL -5.83% 57.0K $909000 +3.3%
MKSI|MKS Instruments
SELL -1.82% 8.2K $677000 -8.2%
NTRA|Natera
BUY NEW 16.7K $734000
GOOG|Alphabet Class C
BUY NEW 6.3K $604000
VICR|Vicor
SELL -22.63% 9.5K $564000 -39.0%
SBUX|Starbucks
BUY +5.61% 4.7K $397000
COST|Costco
BUY NEW 670 $316000
2022-Q2
GOOGL|Alphabet Class A
SELL EXIT -14.6%
FISV|Fiserv
SELL -5.86% 199.5K $18M
BRK-B|Berkshire Hathaway B
BUY +17.43% 63.8K $17M
GOOGL|Alphabet Class A
BUY NEW 8.8K $19M
MO|Altria Group
BUY +0.25% 338.0K $14M
GD|General Dynamics Corp
SELL -0.03% 69.0K $15M
TROW|T. Rowe Price Group
BUY +4.54% 110.2K $13M
BMY|Bristol-Myers Squibb
SELL -13.48% 187.5K $14M +20.6%
JNJ|Johnson & Johnson
SELL -14.73% 75.8K $13M
UNH|UnitedHealth Group
SELL -12.79% 26.7K $14M
PSX|Phillips 66
SELL -25.71% 122.6K $10M
GPC|Genuine Parts Co
BUY +0.10% 103.3K $14M
AMZN|Amazon.com
BUY NEW 77.0K $8M
AAPL|Apple
SELL -1.62% 69.6K $10M
JPM|JPMorgan Chase
BUY +15.64% 103.9K $12M
MSFT|Microsoft
SELL -1.17% 39.2K $10M
EOG|EOG Resources
SELL -28.35% 70.0K $8M +70.6%
SLB|Schlumberger
SELL -25.33% 209.5K $7M +55.9%
CB|Chubb Limited
SELL EXIT +2.1%
VMWEUR|VMware Inc
SELL EXIT
CB|Chubb Limited
BUY NEW 53.4K $10M
TXN|Texas Instruments
BUY +17.32% 66.3K $10M
KHC|Kraft Heinz
BUY +21.43% 269.2K $10M
GM|General Motors
BUY +58.38% 320.8K $10M
DIS|Walt Disney
BUY +51.24% 102.1K $10M
BAC|Bank of America
BUY +20.45% 272.2K $8M
AMAT|Applied Materials
BUY +21.32% 84.8K $8M
CMCSA|Comcast Classs A
SELL EXIT -11.5%
V|Visa
SELL -0.86% 35.0K $7M
AMT|American Tower
BUY NEW 26.7K $7M
AMT|American Tower
SELL EXIT +4.7%
ORLY|O'Reilly Automotive
SELL -1.87% 9.5K $6M
ADBE|Adobe Systems
SELL EXIT -14.1%
Cooper Companies
BUY +1.61% 15.1K $5M
SCHW|Charles Schwab
SELL -0.43% 73.2K $5M +1.3%
VRSK|Verisk Analytics
SELL -2.22% 27.9K $5M
RPRX|Royalty Pharma
BUY +5.26% 139.0K $6M
CPRT|Copart
SELL -0.30% 45.5K $5M
DHR|Danaher
SELL -0.94% 18.9K $5M
TYL|Tyler Technologies
SELL -5.28% 11.0K $4M -20.4%
NKE|Nike
SELL -5.26% 36.4K $4M
ADBE|Adobe Systems
BUY NEW 14.0K $5M
APH|Amphenol
SELL -1.21% 67.1K $4M
IDXX|Idexx Laboratories
BUY +0.09% 9.3K $3M
CSU|Constellation Software
SELL EXIT
ACN|Accenture
SELL EXIT -9.7%
GMAB|Genmab ADR
SELL -1.10% 131.7K $4M
LZAGY|Lonza Group ADR
SELL -0.89% 63.1K $3M
SHW|Sherwin-Williams
SELL -1.41% 17.7K $4M
CSU|Constellation Software
BUY NEW 2.9K $4M
NOW|ServiceNow
BUY NEW 8.8K $4M
Accenture
BUY NEW 14.2K $4M
ENTG|Entegris
SELL -2.75% 28.9K $3M -22.8%
AMGN|Amgen
SELL -11.87% 13.2K $3M
LYB|LyondellBasell Industries
BUY +0.48% 34.9K $3M
AVGO|BROADCOM INC
SELL -0.12% 1.7K $2M +2.9%
ENB|Enbridge
BUY +0.59% 67.9K $3M
HD|Home Depot
BUY +4.86% 10.7K $3M
QCOM|Qualcomm
BUY +41.17% 23.7K $3M
PRU|Prudential Financial
BUY +1.13% 25.6K $2M
BX|Blackstone Group
SELL EXIT -12.0%
GILD|Gilead Sciences
BUY +1.03% 44.8K $3M
ABBV|Abbvie
SELL EXIT +5.6%
ABBV|Abbvie
BUY NEW 17.0K $3M
CCI|Crown Castle International
SELL EXIT +4.3%
LMT|Lockheed Martin
BUY +0.58% 5.8K $2M
BX|Blackstone Group
BUY NEW 26.2K $2M
CCI|Crown Castle International
BUY NEW 14.0K $2M
PAYX|Paychex
BUY +1.36% 17.2K $2M
HII|Huntington Ingalls
BUY +0.70% 10.2K $2M
MCD|McDonalds
BUY +1.02% 8.7K $2M
CSCO|Cisco Systems
SELL EXIT -12.8%
ZBRA|Zebra Technologies
SELL -0.04% 4.5K $1M +29.7%
CTLTEUR|Catalent
SELL -0.15% 16.8K $2M
AZPNUSD|Aspen Technology
SELL EXIT
SBAC|SBA Communications
SELL -0.68% 5.1K $2M
JKHY|Jack Henry & Associates
SELL -1.06% 8.3K $1M
MPWR|Monolithic Power Systems
BUY +0.24% 3.4K $1M
POOL|Pool
BUY +1.53% 3.9K $1M
RYAN|Ryan Specialty Holdings
SELL -0.67% 40.9K $2M -0.3%
CSCO|Cisco Systems
BUY NEW 36.7K $2M
HALO|Halozyme Therapeutics
SELL -25.19% 28.3K $1M
VRRM|Verra Mobility
BUY +0.35% 92.8K $1M
RBC|RBC Bearings
BUY +0.22% 7.7K $1M
AMN|AMN Healthcare Services
SELL -20.24% 10.6K $1M
QLYS|Qualys
BUY +0.45% 9.0K $1M
ANSS|Ansys
SELL EXIT
ICFI|ICF International
BUY +0.31% 13.1K $1M
MKSI|MKS Instruments
BUY +0.81% 8.3K $857000
OMCL|Omnicell
BUY +1.19% 9.5K $1M
AZPN1USD|Aspen Technology
BUY NEW 6.4K $1M
SPNS|Sapiens
BUY +0.79% 43.9K $1M
DT|Dynatrace
BUY +27.08% 27.4K $1M
CHD|Church & Dwight
SELL -0.14% 10.8K $998000
MYOV|Myovant Sciences
BUY +2.19% 81.6K $1M
BMRN|BioMarin Pharmaceuticals
BUY NEW 11.6K $959000
AKX|Ansys
BUY NEW 4.0K $948000
BMRN|BioMarin Pharmaceuticals
SELL EXIT -5.8%
GOOGL|Alphabet Class C
SELL EXIT -14.6%
RCKT|Rocket Pharmaceuticals
BUY +38.53% 60.5K $832000
BPMC|Blueprint Medicines
SELL EXIT
2L9|Blueprint Medicines
BUY NEW 15.2K $766000
GOOG|Alphabet Class C
BUY NEW 314 $687000
VICR|Vicor
BUY +28.23% 12.3K $675000
2022-Q1
BRK-B|Berkshire Hathaway B
SELL -28.39% 54.3K $19M
GOOGL|Alphabet Class A
BUY NEW 8.1K $23M
GOOGL|Alphabet Class A
SELL EXIT +20.8%
FISV|Fiserv
BUY +3.84% 211.9K $21M
MO|Altria Group
SELL -12.38% 337.1K $18M +12.2%
UNH|UnitedHealth Group
SELL -11.15% 30.6K $16M
JPM|JPMorgan Chase
SELL -17.29% 89.8K $12M +26.9%
GD|General Dynamics Corp
SELL -11.78% 69.0K $17M
JNJ|Johnson & Johnson
SELL -8.58% 88.8K $16M
CMCSA|Comcast Class A
SELL EXIT -2.3%
CB|Chubb Limited
SELL EXIT -2.2%
TROW|T. Rowe Price Group
BUY NEW 105.4K $16M
BMY|Bristol-Myers Squib
SELL -0.13% 216.8K $16M +6.2%
DD|DuPont de Nemours
SELL -12.51% 162.5K $12M +21.5%
AAPL|Apple
SELL -14.46% 70.7K $12M
AXP|American Express
SELL -17.93% 73.6K $14M
GPC|Genuine Parts Co
BUY +1.09% 103.1K $13M
PSX|Phillips 66
SELL -4.00% 165.1K $14M
SLB|Schlumberger
SELL -39.37% 280.5K $12M +47.3%
HON|Honeywell
SELL -13.50% 57.4K $11M +40.2%
MSFT|Microsoft
SELL -0.97% 39.6K $12M
AMZN|Amazon.com
SELL -0.29% 3.8K $12M
GM|General Motors
BUY +0.37% 202.5K $9M
KHC|Kraft Heinz
SELL -32.39% 221.7K $9M +25.3%
EOG|EOG Resources
SELL -22.00% 97.7K $12M +57.5%
TROW|T. Rowe Price Group
SELL EXIT -26.2%
CB|Chubb Limited
BUY NEW 53.4K $11M
VMWEUR|VMware Inc
BUY +0.01% 98.2K $11M
BAC|Bank of America
SELL -11.60% 226.0K $9M
DIS|Walt Disney
BUY +0.47% 67.5K $9M
TXN|Texas Instruments
BUY NEW 56.5K $10M
RNR|RenaissanceRe
BUY NEW 59.3K $9M
CMCSA|Comcast Classs A
BUY NEW 187.6K $9M
AMT|American Tower
SELL EXIT +8.0%
ORLY|O'Reilly Automotive
SELL -16.01% 9.7K $7M
V|Visa
SELL -5.25% 35.3K $8M
KLAC|KLA
SELL -0.88% 16.8K $6M +18.5%
CPRT|Copart
SELL -2.51% 45.6K $6M
ADBE|Adobe Systems
SELL EXIT +13.1%
VRSK|Verisk Analytics
SELL -5.75% 28.6K $6M
AMT|American Tower
BUY NEW 27.1K $7M
SHW|Sherwin-Williams
SELL -5.83% 18.0K $4M
ADBE|Adobe Systems
BUY NEW 14.5K $7M
DHR|Danaher
SELL -4.49% 19.1K $6M
TYL|Tyler Technologies
SELL -3.20% 11.7K $5M -0.4%
Cooper Companies
SELL -3.13% 14.9K $6M
META|Meta Platforms
SELL EXIT
Accenture
SELL EXIT
IDXX|Idexx Laboratories
SELL -3.30% 9.3K $5M +98.7%
APH|Amphenol
SELL -5.17% 67.9K $5M
SCHW|Charles Schwab
BUY +10.69% 73.6K $6M
LZAGY|Lonza Group ADR
SELL -8.90% 63.6K $5M
CSU|Constellation Software
SELL EXIT
NKE|Nike
BUY +12.72% 38.4K $5M
GMAB|Genmab ADR
SELL -4.46% 133.2K $5M
RPRX|Royalty Pharma
SELL -4.26% 132.1K $5M +1.5%
CSU|Constellation Software
BUY NEW 2.9K $5M
ACN|Accenture
BUY NEW 14.4K $5M
ENTG|Entegris
SELL -5.26% 29.7K $4M -8.5%
AMGN|Amgen
BUY +5.89% 15.0K $4M
LYB|LyondellBasell Industries
BUY +5.91% 34.7K $4M
AVGO|BROADCOM INC
BUY +5.02% 1.7K $3M
ENB|Enbridge
BUY +5.47% 67.5K $3M
HD|Home Depot
BUY +39.69% 10.2K $3M
PRU|Prudential Financial
BUY +5.55% 25.3K $3M
QCOM|Qualcomm
BUY +5.31% 16.8K $3M
BX|Blackstone Group
BUY NEW 22.9K $3M
LMT|Lockheed Martin
SELL -29.45% 5.7K $3M
ABBV|Abbvie
SELL EXIT -19.5%
ABBV|Abbvie
BUY NEW 16.8K $3M
BX|Blackstone Group
SELL EXIT +189.4%
GILD|Gilead Sciences
BUY +38.06% 44.4K $3M
CCI|Crown Castle International
BUY NEW 13.9K $3M
PAYX|Paychex
SELL -8.89% 17.0K $2M +29.3%
RenaissanceRe
SELL EXIT
ZBRA|Zebra Technologies
BUY +13.73% 4.5K $2M
CCI|Crown Castle International
SELL EXIT +8.6%
MCD|McDonalds
BUY +7.32% 8.6K $2M
POOL|Pool
BUY +5.88% 3.9K $2M
HII|Huntington Ingalls
BUY +18.70% 10.1K $2M
CSCO|Cisco Systems
SELL EXIT +13.2%
CSCO|Cisco Systems
BUY NEW 35.3K $2M
SBAC|SBA Communications
BUY +4.11% 5.2K $2M
CTLTEUR|Catalent
BUY +28.07% 16.8K $2M
CMI|Cummins
SELL EXIT +50.6%
AZPNUSD|Aspen Technology
BUY +4.55% 10.8K $2M
MTD|Mettler Toledo
BUY +3.90% 1.0K $1M
JKHY|Jack Henry & Associates
BUY +4.23% 8.4K $2M
MPWR|Monolithic Power Systems
BUY +3.57% 3.4K $2M
OMCL|Omnicell
BUY +5.02% 9.4K $1M
RYAN|Ryan Specialty Holdings
BUY +31.44% 41.2K $2M
AMN|AMN Healthcare Services
BUY +4.34% 13.3K $1M
QLYS|Qualys
SELL -20.04% 8.9K $1M
HALO|Halozyme Therapeutics
BUY +5.50% 37.8K $2M
VRRM|Verra Mobility
BUY +4.44% 92.5K $2M
AKX|Ansys
SELL EXIT
RBC|RBC Bearings
BUY +5.06% 7.7K $1M
SPNS|Sapiens
BUY +4.63% 43.6K $1M
MKSI|MKS Instruments
BUY +4.05% 8.3K $1M
ICFI|ICF International
BUY +4.68% 13.1K $1M
ANSS|Ansys
BUY NEW 3.9K $1M
2L9|Blueprint Medicines
SELL EXIT
BMRN|BioMarin Pharmaceutical
SELL EXIT -12.8%
CHD|Church & Dwight
BUY +4.90% 10.8K $1M
MYOV|Myovant Sciences
BUY +45.27% 79.9K $1M
HXL|Hexcel
SELL EXIT
DT|Dynatrace
BUY +42.16% 21.5K $1M
GOOG|Alphabet Class C
SELL EXIT +17.5%
BMRN|BioMarin Pharmaceuticals
BUY NEW 11.6K $893000
GOOGL|Alphabet Class C
BUY NEW 317 $885000
BPMC|Blueprint Medicines
BUY NEW 12.5K $798000
RCKT|Rocket Pharmaceuticals
SELL EXIT -22.6%
IGSB|ISHARES TR
SELL EXIT -2.6%
RCKT|Rocket Pharmaceuticals
BUY NEW 43.7K $692000
VICR|Vicor
BUY +82.11% 9.6K $679000
SBUX|Starbucks
SELL -2.19% 4.5K $406000 +56.2%
TDOC|Teladoc
SELL EXIT -16.9%
LQD|ISHARES TR
SELL EXIT -6.8%
MBB|ISHARES TR
SELL EXIT -3.1%
WMT|Walmart
SELL EXIT -1.2%
2021-Q4
BRK-B|Berkshire Hathaway B
BUY +1.40% 75.9K $23M
GOOGL|Alphabet Class A
SELL -2.51% 7.8K $22M +29.7%
FISV|Fiserv
SELL -0.36% 204.0K $21M
JPM|JPMorgan Chase
SELL -5.24% 108.6K $17M +41.9%
AXP|American Express
SELL -17.75% 89.7K $15M
MO|Altria Group
BUY +0.13% 384.8K $18M
CMCSA|Comcast Class A
BUY +0.63% 322.0K $16M
GD|General Dynamics Corp
SELL -13.39% 78.2K $16M
MRSH|Marsh & McLennan
SELL -17.90% 95.6K $17M
UNH|UnitedHealth Group
SELL -9.65% 34.4K $17M
JNJ|Johnson & Johnson
SELL -6.77% 97.2K $17M
ETN|Eaton
SELL -17.57% 91.1K $16M
CB|Chubb Limited
SELL -11.73% 82.6K $16M -8.8%
AAPL|Apple
SELL -5.13% 82.7K $15M
GPC|Genuine Parts Co.
SELL -13.87% 102.0K $14M +32.6%
BAC|Bank of America
SELL -24.33% 255.7K $11M
HON|Honeywell
SELL -1.34% 66.3K $14M +55.4%
BMY|Bristol Myers Squibb
BUY +1.14% 217.1K $14M
MSFT|Microsoft
SELL -0.01% 40.0K $13M
DIS|Walt Disney
SELL -12.50% 67.2K $10M +41.8%
AMZN|Amazon.com
BUY +0.74% 3.8K $13M
PSX|Phillips 66
BUY +19.19% 172.0K $12M
VMWEUR|VMware, Inc. Class A
BUY +19.15% 98.2K $11M
GM|General Motors
BUY NEW 201.8K $12M
TROW|T. Rowe Price Group
BUY NEW 58.5K $12M
AMAT|Applied Materials
BUY NEW 69.9K $11M
INTC|Intel
SELL EXIT
L|Loews
SELL EXIT
DHR|Danaher
SELL -31.61% 19.9K $7M
CPRT|Copart
SELL -23.68% 46.8K $7M
AMT|American Tower
SELL -3.28% 28.4K $8M +21.5%
ORLY|O'Reilly Automotive
SELL -6.15% 11.6K $8M
V|Visa
BUY +12.00% 37.2K $8M
LZAGY|Lonza Group ADR
SELL -34.91% 69.8K $6M
KLAC|KLA
SELL -2.37% 16.9K $7M +28.3%
ADBE|Adobe Systems
SELL -2.53% 12.2K $7M +52.8%
Cooper Companies
SELL -10.39% 15.4K $6M
META|Meta Platforms
SELL -7.43% 19.1K $6M
VRSK|Verisk Analytics
SELL -5.31% 30.3K $7M
SHW|Sherwin-Williams
SELL -5.48% 19.1K $7M
TYL|Tyler Technologies
BUY +16.70% 12.0K $6M
IDXX|Idexx Laboratories
SELL -7.29% 9.6K $6M +136.3%
GMAB|Genmab ADR
SELL -4.33% 139.4K $6M
Accenture
SELL -16.28% 15.2K $6M
APH|Amphenol
SELL -5.51% 71.6K $6M
CSU|Constellation Software
SELL -5.10% 3.1K $6M
ROP|Roper Technologies
SELL EXIT +63.3%
NKE|Nike
SELL -2.68% 34.1K $6M
SCHW|Charles Schwab
SELL -5.48% 66.5K $6M +26.4%
RPRX|Royalty Pharma
BUY NEW 137.9K $5M
ENTG|Entegris
BUY NEW 31.3K $4M
AVGO|BROADCOM INC
BUY NEW 1.6K $3M
AMGN|Amgen
BUY +36.93% 14.1K $3M
HD|Home Depot
BUY +2.40% 7.3K $3M
LYB|LyondellBasell Industries
BUY +49.38% 32.8K $3M
QCOM|Qualcomm
BUY +2.55% 15.9K $3M
LMT|Lockheed Martin
BUY +40.66% 8.1K $3M
ABBV|Abbvie
BUY +3.93% 20.5K $3M
BX|Blackstone Group
BUY +1.61% 20.6K $3M
PRU|Prudential Financial
BUY +8.92% 24.0K $3M
ZBRA|Zebra Technologies
SELL -20.91% 4.0K $2M +142.6%
PAYX|Paychex
BUY +8.48% 18.6K $3M
RenaissanceRe
BUY NEW 15.0K $3M
ENB|Enbridge
BUY +10.19% 64.0K $2M
CTLTEUR|Catalent
SELL -27.40% 13.2K $2M
GILD|Gilead Sciences
BUY +8.08% 32.1K $2M
SBAC|SBA Communications
SELL -28.70% 5.0K $2M
MPWR|Monolithic Power System
SELL -30.06% 3.2K $2M +298.2%
CCI|Crown Castle International
BUY +5.52% 10.7K $2M
POOL|Pool
SELL -28.38% 3.6K $2M +172.6%
MCD|McDonalds
BUY +9.02% 8.0K $2M
RBC|RBC Bearings
SELL -26.64% 7.3K $1M +18.7%
COR1EUR|CoreSite Realty
SELL EXIT
CSCO|Cisco Systems
BUY +5.69% 31.8K $2M
AMN|AMN Healthcare Services
SELL -26.97% 12.8K $2M
AZPNUSD|Aspen Technology
SELL -33.49% 10.3K $2M
HALO|Halozyme Therapeutics
SELL -23.18% 35.9K $1M
CMI|Cummins
BUY +5.99% 8.5K $2M
OMCL|Omnicell
SELL -27.89% 9.0K $2M
MMM|3M Company
SELL EXIT +11.9%
MTD|Mettler Toledo
SELL -26.82% 974 $2M
VRRM|Verra Mobility
SELL -26.16% 88.5K $1M +10.9%
JKHY|Jack Henry & Associates
SELL -25.99% 8.0K $1M
AKX|Ansys
SELL -27.25% 3.7K $1M
QLYS|Qualys
SELL -28.65% 11.2K $2M
SPNS|Sapiens
SELL -29.45% 41.6K $1M +18.2%
MYOV|Myovant Sciences
SELL -26.01% 55.0K $856000
HXL|Hexcel
SELL -27.06% 20.3K $1M
2L9|Blueprint Medicines
SELL -27.41% 11.6K $1M
HII|Huntington Ingalls
BUY NEW 8.5K $2M
ICFI|ICF International
SELL -27.59% 12.5K $1M
TDOC|Teladoc
SELL -53.70% 5.5K $509000 +44.8%
BND|VANGUARD BD INDEX FDS
BUY NEW 17.6K $1M
MKSI|MKS Instruments
SELL -17.43% 8.0K $1M +43.9%
DT|Dynatrace
SELL -24.20% 15.1K $914000 +31.9%
BMRN|BioMarin Pharmaceutical
SELL -25.40% 12.2K $1M -14.3%
RYAN|Ryan Specialty Holdings
BUY NEW 31.4K $1M
CHD|Church & Dwight
SELL -27.66% 10.3K $1M
RCKT|Rocket Pharmaceuticals
SELL -3.53% 36.4K $796000 +28.2%
IPGP|IPG Photonics
SELL EXIT
GOOG|Alphabet Class C
SELL -6.46% 333 $964000 +26.4%
IGSB|ISHARES TR
BUY NEW 14.3K $768000
VICR|Vicor
BUY NEW 5.3K $671000
SBUX|Starbucks
BUY +11.63% 4.6K $533000
LQD|ISHARES TR
BUY NEW 3.3K $437000
MUB|ISHARES TR
BUY NEW 3.8K $436000
ECL|Ecolab
SELL EXIT
MBB|ISHARES TR
BUY NEW 2.4K $257000
WMT|Walmart
BUY NEW 1.4K $202000
2021-Q3
BRK-B|Berkshire Hathaway B
SELL -15.68% 74.8K $20M
FISV|Fiserv
BUY +25.63% 204.8K $22M
GOOGL|Alphabet Class A
BUY +58.67% 8.0K $21M
JPM|JPMorgan Chase
BUY +0.26% 114.6K $19M
MO|Altria Group
BUY +0.19% 384.3K $17M
CMCSA|Comcast Class A
BUY +0.15% 320.0K $18M
JNJ|Johnson & Johnson
SELL -5.08% 104.2K $17M
GD|General Dynamics Corp
SELL -0.06% 90.3K $18M
UNH|UnitedHealth Group
SELL -5.86% 38.1K $15M
RDS/A|Royal Dutch Shell Class A
SELL EXIT
GPC|Genuine Parts Co.
BUY +0.11% 118.5K $14M
BAC|Bank of America
BUY +0.15% 337.9K $14M
SEIC|SEI Investments
SELL EXIT +14.6%
L|Loews
SELL -27.46% 179.2K $10M
DIS|Walt Disney
BUY +0.13% 76.8K $13M
AMZN|Amazon.com
SELL -0.65% 3.8K $13M
AAPL|Apple
SELL -2.98% 87.2K $12M
VMWEUR|VMware, Inc. Class A
BUY +8.36% 82.4K $12M
ORCL|Oracle
SELL EXIT +58.2%
MSFT|Microsoft
SELL -2.15% 40.0K $11M
PSX|Phillips 66
BUY +469.23% 144.3K $10M
EOG|EOG Resources
BUY NEW 125.2K $10M
CPRT|Copart
SELL -16.04% 61.3K $9M
DHR|Danaher
SELL -4.62% 29.2K $9M
ADBE|Adobe Systems
SELL -16.11% 12.5K $7M +49.6%
AMT|American Tower
SELL -3.22% 29.3K $8M +26.2%
LZAGY|Lonza Group ADR
BUY +0.19% 107.3K $8M
V|Visa
SELL -0.94% 33.2K $7M
ORLY|O'Reilly Automotive
BUY +2.46% 12.3K $8M
Cooper Companies
BUY +10.69% 17.1K $7M
META|Facebook Inc-A
BUY +11.71% 20.6K $7M
NKE|Nike
SELL -21.56% 35.0K $5M
IDXX|Idexx Laboratories
SELL -1.82% 10.3K $6M +154.3%
VRSK|Verisk Analytics
SELL -1.47% 32.0K $6M
GMAB|Genmab ADR
SELL -0.73% 145.7K $6M
Accenture
SELL -0.05% 18.2K $6M
KLAC|KLA
BUY +1.22% 17.3K $6M
SHW|Sherwin-Williams
SELL -2.39% 20.2K $6M
APH|Amphenol
SELL -1.50% 75.8K $6M
CSU|Constellation Software
SELL -3.72% 3.3K $5M
SCHW|Charles Schwab
SELL -0.59% 70.3K $5M +11.4%
TYL|Tyler Technologies
BUY +22.71% 10.3K $5M
ZBRA|Zebra Technologies
SELL -10.23% 5.0K $3M +131.8%
BX|Blackstone Group
SELL -19.14% 20.3K $2M +174.9%
CTLTEUR|Catalent
SELL -8.06% 18.1K $2M
COR1EUR|CoreSite Realty
SELL -16.00% 14.7K $2M
HD|Home Depot
BUY +0.32% 7.2K $2M
PRU|Prudential Financial
BUY +0.25% 22.0K $2M
POOL|Pool
BUY +0.87% 5.1K $2M
ENB|Enbridge
BUY +2.00% 58.1K $2M
SBAC|SBA Communications
BUY +0.43% 7.0K $2M
AZPNUSD|Aspen Technology
SELL -7.28% 15.5K $2M
MPWR|Monolithic Power System
BUY +0.39% 4.6K $2M
AMGN|Amgen
BUY +14.04% 10.3K $2M
ABBV|Abbvie
BUY +1.17% 19.8K $2M
LYB|LyondellBasell Industries
BUY +2.54% 21.9K $2M
QCOM|Qualcomm
BUY +2.25% 15.5K $2M
LMT|Lockheed Martin
BUY +0.95% 5.8K $2M
RBC|RBC Bearings
BUY +49.46% 9.9K $2M
HALO|Halozyme Therapeutics
BUY +1.27% 46.7K $2M
GILD|Gilead Sciences
BUY +1.87% 29.7K $2M
MMM|3M Company
BUY +1.58% 10.5K $2M
AMN|AMN Healthcare Services
SELL -5.62% 17.5K $2M
TDOC|Teladoc
BUY +1.10% 12.0K $2M
CCI|Crown Castle International
BUY +1.58% 10.1K $2M
PAYX|Paychex
BUY +0.15% 17.2K $2M
CMI|Cummins
BUY +2.39% 8.0K $2M
AKX|Ansys
SELL -5.19% 5.1K $2M
OMCL|Omnicell
BUY +0.77% 12.4K $2M
MTD|Mettler Toledo
BUY +0.53% 1.3K $2M
VRRM|Verra Mobility
BUY +1.04% 119.9K $2M
JKHY|Jack Henry & Associates
BUY +0.75% 10.9K $2M
MCD|McDonalds
BUY +1.71% 7.4K $2M
QLYS|Qualys
SELL -11.08% 15.6K $2M
HXL|Hexcel
BUY +0.72% 27.9K $2M
SPNS|Sapiens
BUY +0.72% 59.0K $2M
MKSI|MKS Instruments
BUY +1.24% 9.6K $1M
MYOV|Myovant Sciences
BUY +0.82% 74.3K $2M
RCKT|Rocket Pharmaceuticals
BUY +1.13% 37.8K $1M
2L9|Blueprint Medicines
BUY +34.51% 15.9K $2M
CSCO|Cisco Systems
BUY +1.46% 30.1K $2M
ICFI|ICF International
BUY +0.87% 17.3K $2M
DT|Dynatrace
BUY +11.62% 20.0K $1M
IPGP|IPG Photonics
BUY +1.53% 6.6K $1M
BMRN|BioMarin Pharmaceutical
BUY +1.26% 16.4K $1M
PRAA|PRA Group
SELL EXIT
CHD|Church & Dwight
BUY +1.30% 14.2K $1M
GOOG|Alphabet Class C
SELL -0.28% 356 $949000 +19.5%
IWF|iShares Russell 1000 Growth
SELL -18.29% 2.0K $551000 +98.8%
IWP|iShares Russell Midcap Growth
SELL EXIT +9.5%
2021-Q2
BRK-B|Berkshire Hathaway B
BUY +0.12% 88.8K $25M
MO|Altria Group
SELL -0.16% 383.5K $18M +9.7%
KHC|Kraft Heinz
SELL -28.13% 327.9K $13M +40.0%
CMCSA|Comcast Class A
SELL -0.14% 319.5K $18M +15.3%
JNJ|Johnson & Johnson
SELL -0.53% 109.8K $18M
JPM|JPMorgan Chase
SELL -0.06% 114.3K $18M +33.7%
FISV|Fiserv
BUY +185.03% 163.0K $17M
ETN|Eaton
SELL -11.41% 110.6K $16M
GD|General Dynamics Corp
BUY +0.09% 90.4K $17M
MRSH|Marsh & McLennan
SELL -16.14% 116.4K $16M
ORCL|Oracle
SELL -35.00% 155.2K $12M +40.0%
BAC|Bank of America
SELL -20.03% 337.4K $14M
UNH|UnitedHealth Group
SELL -6.77% 40.5K $16M
L|Loews
SELL -19.62% 247.0K $14M
GPC|Genuine Parts Co.
SELL -0.16% 118.3K $15M +26.4%
DIS|Walt Disney
BUY +0.17% 76.7K $13M
AMZN|Amazon.com
SELL -0.65% 3.8K $13M
AAPL|Apple
SELL -1.09% 89.8K $12M
GOOGL|Alphabet Class A
SELL -2.43% 5.0K $12M +4.3%
VMWEUR|VMware, Inc. Class A
BUY NEW 76.1K $12M
MSFT|Microsoft
SELL -0.86% 40.9K $11M
CPRT|Copart
SELL -0.65% 73.1K $10M
ADBE|Adobe Systems
SELL -1.66% 15.0K $9M +21.0%
DHR|Danaher
SELL -1.40% 30.6K $8M
AMT|American Tower
SELL -2.40% 30.3K $8M +12.4%
V|Visa
BUY +0.21% 33.6K $8M
LZAGY|Lonza Group ADR
SELL -0.39% 107.1K $8M
NKE|Nike
SELL -0.12% 44.7K $7M
ORLY|O'Reilly Automotive
SELL -0.19% 12.0K $7M
IDXX|Idexx Laboratories
SELL -5.31% 10.5K $7M +107.5%
META|Facebook Inc-A
SELL -1.11% 18.5K $6M
Cooper Companies
SELL -0.14% 15.5K $6M
ROP|Roper Technologies
SELL -0.31% 12.8K $6M +51.8%
GMAB|Genmab ADR
BUY +0.35% 146.8K $6M
VRSK|Verisk Analytics
BUY +0.53% 32.5K $6M
SHW|Sherwin-Williams
BUY +186.47% 20.7K $6M
KLAC|KLA
BUY +233.51% 17.1K $6M
Accenture
SELL -2.14% 18.2K $5M
APH|Amphenol
SELL -0.67% 77.0K $5M
SCHW|Charles Schwab
BUY +44.70% 70.7K $5M
CSU|Constellation Software
SELL -0.09% 3.4K $5M
MSI|Motorola Solutions
SELL EXIT +20.2%
TYL|Tyler Technologies
BUY +0.72% 8.4K $4M
ZBRA|Zebra Technologies
BUY +0.52% 5.6K $3M
AZPNUSD|Aspen Technology
SELL -11.09% 16.7K $2M
BX|Blackstone Group
SELL -22.62% 25.1K $2M +112.0%
HD|Home Depot
SELL -9.78% 7.1K $2M +38.5%
COR1EUR|CoreSite Realty
SELL -1.60% 17.6K $2M
POOL|Pool
SELL -12.30% 5.0K $2M +118.9%
ENB|Enbridge
SELL -0.84% 56.9K $2M
PRU|Prudential Financial
SELL -1.55% 22.0K $2M
CTLTEUR|Catalent
SELL -7.63% 19.7K $2M
SBAC|SBA Communications
SELL -0.35% 6.9K $2M
AMGN|Amgen
BUY +7.65% 9.1K $2M
ABBV|Abbvie
SELL -0.33% 19.5K $2M -36.8%
LYB|LyondellBasell Industries
BUY +8.66% 21.4K $2M
PSX|Phillips 66
BUY +10.75% 25.3K $2M
QCOM|Qualcomm
BUY +0.87% 15.2K $2M
LMT|Lockheed Martin
SELL -2.14% 5.7K $2M
HALO|Halozyme Therapeutics
SELL -1.05% 46.1K $2M
CMI|Cummins
SELL -0.49% 7.9K $2M +81.7%
MMM|3M Company
SELL -0.43% 10.3K $2M +26.0%
TDOC|Teladoc
BUY +6.10% 11.9K $2M
GILD|Gilead Sciences
BUY +20.04% 29.2K $2M
MCD|McDonalds
SELL -17.37% 7.2K $2M +12.6%
CCI|Crown Castle International
SELL -0.97% 10.0K $2M +15.1%
AKX|Ansys
BUY +1.23% 5.4K $2M
OMCL|Omnicell
SELL -12.34% 12.3K $2M
SPNS|Sapiens
BUY +1.18% 58.6K $2M
PAYX|Paychex
SELL -0.86% 17.1K $2M +10.4%
MTD|Mettler Toledo
SELL -11.97% 1.3K $2M
VRRM|Verra Mobility
BUY +8.74% 118.7K $2M
AMN|AMN Healthcare Services
SELL -10.34% 18.6K $2M
MKSI|MKS Instruments
SELL -1.49% 9.5K $2M +67.3%
QLYS|Qualys
BUY +15.13% 17.6K $2M
JKHY|Jack Henry & Associates
BUY +0.88% 10.8K $2M
MPWR|Monolithic Power System
BUY +0.76% 4.6K $2M
HXL|Hexcel
BUY +0.65% 27.7K $2M
MYOV|Myovant Sciences
BUY +16.54% 73.7K $2M
RCKT|Rocket Pharmaceuticals
BUY +28.56% 37.4K $2M
CSCO|Cisco Systems
SELL -0.57% 29.7K $2M +7.0%
ICFI|ICF International
BUY +0.78% 17.1K $2M
IPGP|IPG Photonics
SELL -0.58% 6.5K $1M
BMRN|BioMarin Pharmaceutical
BUY +0.88% 16.2K $1M
PRAA|PRA Group
BUY +0.82% 34.6K $1M
RBC|RBC Bearings
BUY +0.73% 6.6K $1M
CHD|Church & Dwight
BUY +1.14% 14.0K $1M
CYBR|CyberArk Software
SELL EXIT +19.3%
2L9|Blueprint Medicines
BUY +2.98% 11.8K $1M
DT|Dynatrace
BUY NEW 17.9K $1M
GOOG|Alphabet Class C
SELL -2.46% 357 $895000 +3.1%
SBUX|Starbucks
BUY +2.13% 4.1K $457000
NFLX|Netflix
SELL EXIT -0.1%
2021-Q1
BRK-B|Berkshire Hathaway B
BUY +14.53% 88.6K $23M
AXP|American Express
SELL -33.96% 109.1K $15M
MO|Altria Group
BUY +912.33% 384.2K $20M
DD|DuPont de Nemours
SELL -31.76% 185.8K $14M +20.8%
BAC|Bank of America
SELL -28.88% 421.9K $16M
JPM|JPMorgan Chase
SELL -17.90% 114.4K $17M +24.4%
CMCSA|Comcast Class A
BUY +16.50% 319.9K $17M
DIS|Walt Disney
SELL -16.79% 76.6K $14M +66.4%
L|Loews
SELL -16.21% 307.4K $16M
GD|General Dynamics Corp
BUY +12.00% 90.3K $16M
UNH|UnitedHealth Group
SELL -0.02% 43.4K $16M
IBM|IBM Corp
SELL EXIT
GPC|Genuine Parts Co.
BUY +61.23% 118.5K $14M
SEIC|SEI Investments
BUY +15.82% 224.4K $14M
BMY|Bristol Myers Squibb
BUY +30.34% 214.6K $14M
INTC|Intel
SELL -25.12% 190.6K $12M
AMZN|Amazon.com
SELL -0.36% 3.9K $12M
SLB|Schlumberger
BUY NEW 462.7K $13M
AAPL|Apple
SELL -0.08% 90.8K $11M
GOOGL|Alphabet Class A
SELL -5.93% 5.1K $11M -9.4%
BDX|Becton Dickinson
SELL EXIT
MSFT|Microsoft
SELL -1.51% 41.2K $10M
ADBE|Adobe Systems
SELL -7.79% 15.2K $7M +11.8%
CPRT|Copart
BUY +14.17% 73.5K $8M
AMT|American Tower
BUY +19.68% 31.1K $7M
V|Visa
BUY +2.61% 33.5K $7M
LZAGY|Lonza Group ADR
SELL -2.08% 107.5K $6M
DHR|Danaher
BUY +0.68% 31.0K $7M
FISV|Fiserv
BUY +1.21% 57.2K $7M
VRSK|Verisk Analytics
BUY +1.51% 32.3K $6M
NKE|Nike
SELL -0.05% 44.7K $6M
IDXX|Idexx Laboratories
SELL -10.35% 11.1K $5M +87.3%
ORLY|O'Reilly Automotive
BUY +8.51% 12.0K $6M
Cooper Companies
BUY +0.69% 15.5K $6M
GMAB|Genmab ADR
BUY +0.73% 146.3K $5M
BMRN|BioMarin Pharmaceutical
SELL -75.72% 16.1K $1M -15.2%
META|Facebook Inc-A
BUY +3.56% 18.7K $5M
ROP|Roper Technologies
BUY +0.82% 12.8K $5M
SHW|Sherwin-Williams
BUY +0.35% 7.2K $5M
Accenture
SELL -0.04% 18.6K $5M
APH|Amphenol
BUY +101.79% 77.5K $5M
CSU|Constellation Software
BUY NEW 3.4K $5M
MSI|Motorola Solutions
BUY +0.40% 25.3K $5M
TYL|Tyler Technologies
BUY NEW 8.3K $4M
CNC|Centene
SELL EXIT +3.5%
SCHW|Charles Schwab
BUY NEW 48.9K $3M
AZPNUSD|Aspen Technology
SELL -0.99% 18.8K $3M
ZBRA|Zebra Technologies
SELL -0.87% 5.6K $3M +92.1%
BX|Blackstone Group
BUY +0.49% 32.4K $2M
HD|Home Depot
BUY +0.86% 7.9K $2M
QLYS|Qualys
SELL -20.04% 15.3K $2M
CTLTEUR|Catalent
SELL -2.78% 21.3K $2M
LYB|LyondellBasell Industries
SELL -21.00% 19.7K $2M
LMT|Lockheed Martin
BUY +53.94% 5.8K $2M
COR1EUR|CoreSite Realty
BUY +30.73% 17.8K $2M
ABBV|Abbvie
SELL -0.11% 19.6K $2M -40.4%
POOL|Pool
BUY +1.99% 5.7K $2M
CYBR|CyberArk Software
SELL -32.22% 8.8K $1M +35.2%
AMGN|Amgen
BUY +4.42% 8.4K $2M
ENB|Enbridge
BUY +0.31% 57.4K $2M
CMI|Cummins
BUY +0.09% 7.9K $2M
PRU|Prudential Financial
SELL -14.00% 22.3K $2M
TDOC|Teladoc
BUY +15.81% 11.2K $2M
HALO|Halozyme Therapeutics
SELL -1.38% 46.6K $2M
QCOM|Qualcomm
BUY +16.22% 15.1K $2M
MMM|3M Company
BUY +0.46% 10.3K $2M
MCD|McDonalds
BUY +1.60% 8.8K $2M
OMCL|Omnicell
SELL -13.00% 14.1K $2M
SBAC|SBA Communications
BUY +1.81% 7.0K $2M
AKX|Ansys
BUY +1.73% 5.3K $2M
RCKT|Rocket Pharmaceuticals
SELL -15.68% 29.1K $1M +202.2%
PSX|Phillips 66
SELL -12.59% 22.9K $2M
SPNS|Sapiens
BUY +1.46% 57.9K $2M
MKSI|MKS Instruments
SELL -3.44% 9.7K $2M +54.0%
MTD|Mettler Toledo
BUY +1.62% 1.5K $2M
CCI|Crown Castle International
BUY +4.16% 10.1K $2M
MYOV|Myovant Sciences
BUY +2.19% 63.2K $1M
KLAC|KLA Tencor
BUY NEW 5.1K $2M
PAYX|Paychex
BUY NEW 17.3K $2M
JKHY|Jack Henry & Associates
BUY +2.26% 10.7K $2M
MPWR|Monolithic Power System
BUY +1.28% 4.6K $2M
GILD|Gilead Sciences
BUY +21.05% 24.3K $2M
PRAA|PRA Group
SELL -13.09% 34.3K $1M
CSCO|Cisco Systems
BUY +1.75% 29.8K $2M
HXL|Hexcel
BUY +7.12% 27.5K $2M
AMN|AMN Healthcare Services
BUY +18.50% 20.7K $2M
ICFI|ICF International
BUY +1.54% 17.0K $1M
VRRM|Verra Mobility
BUY +1.67% 109.1K $1M
IPGP|IPG Photonics
BUY +1.66% 6.5K $1M
CVS|CVS Health
SELL EXIT +4.5%
RBC|RBC Bearings
BUY +1.96% 6.6K $1M
CHD|Church & Dwight
BUY +2.16% 13.9K $1M
MRK|Merck
SELL EXIT -31.7%
2L9|Blueprint Medicines
BUY NEW 11.5K $1M
GOOG|Alphabet Class C
BUY +0.27% 366 $757000
ECL|Ecolab
SELL -17.17% 1.4K $293000
IWP|iShares Russell Midcap Growth
BUY NEW 2.0K $209000
2020-Q4
AXP|American Express
BUY +0.04% 165.2K $20M
DD|DuPont de Nemours
BUY +0.05% 272.3K $19M
MRSH|Marsh & McLennan
SELL -11.92% 138.8K $16M
BAC|Bank of America
BUY +0.04% 593.3K $18M
BRK-B|Berkshire Hathaway B
BUY +0.04% 77.4K $18M
JPM|JPMorgan Chase
SELL -0.80% 139.3K $18M -1.0%
JNJ|Johnson & Johnson
BUY +0.04% 110.4K $17M
ETN|Eaton
SELL -25.39% 124.8K $15M
DIS|Walt Disney
BUY +0.04% 92.0K $17M
L|Loews
BUY +0.04% 366.8K $17M
KHC|Kraft Heinz
BUY +0.04% 456.3K $16M
ORCL|Oracle
BUY +0.19% 238.9K $15M
UNH|UnitedHealth Group
BUY +0.04% 43.4K $15M
IBM|IBM Corp
SELL -2.61% 115.2K $15M
CB|Chubb Limited
BUY +0.04% 93.6K $14M
CMCSA|Comcast Class A
BUY +624.99% 274.6K $14M
HON|Honeywell
BUY +0.04% 67.2K $14M
RDS/A|Royal Dutch Shell Class A
SELL -22.43% 388.0K $14M
INTC|Intel
BUY +0.04% 254.5K $13M
AMZN|Amazon.com
SELL -3.75% 3.9K $13M
AAPL|Apple
SELL -4.78% 90.9K $12M
GD|General Dynamics Corp
BUY +0.04% 80.6K $12M
SYY|Sysco
SELL EXIT -7.0%
SEIC|SEI Investments
BUY +0.04% 193.8K $11M
BMY|Bristol Myers Squibb
BUY +0.04% 164.6K $10M
BDX|Becton Dickinson
SELL -0.07% 40.6K $10M
GOOGL|Alphabet Class A
SELL -0.67% 5.5K $10M -22.6%
MSFT|Microsoft
SELL -3.74% 41.9K $9M
ADBE|Adobe Systems
SELL -4.36% 16.5K $8M +15.6%
CPRT|Copart
SELL -4.46% 64.4K $8M
DHR|Danaher
SELL -15.18% 30.8K $7M
LZAGY|Lonza Group ADR
SELL -9.46% 109.8K $7M
GPC|Genuine Parts Co.
BUY NEW 73.5K $7M
V|Visa
SELL -3.38% 32.6K $7M
VRSK|Verisk Analytics
SELL -4.49% 31.8K $7M
FISV|Fiserv
SELL -4.50% 56.5K $6M
AMT|American Tower
SELL -1.89% 26.0K $6M +4.3%
NKE|Nike
SELL -5.57% 44.7K $6M
IDXX|Idexx Laboratories
SELL -4.58% 12.4K $6M +71.3%
ROP|Roper Technologies
SELL -16.55% 12.7K $5M +42.7%
GMAB|Genmab ADR
SELL -4.14% 145.2K $6M
BMRN|BioMarin Pharmaceutical
SELL -3.31% 66.1K $6M -19.7%
Cooper Companies
SELL -3.17% 15.4K $6M
SHW|Sherwin-Williams
SELL -8.83% 7.2K $5M
ORLY|O'Reilly Automotive
SELL -4.21% 11.1K $5M
APH|Amphenol
SELL -5.14% 38.4K $5M
META|Facebook Inc-A
SELL -3.76% 18.0K $5M
Accenture
SELL -4.64% 18.6K $5M
CNC|Centene
SELL -28.63% 58.0K $3M +7.8%
MSI|Motorola Solutions
SELL -4.74% 25.2K $4M +1.1%
AZPNUSD|Aspen Technology
BUY +1.14% 18.9K $2M
QLYS|Qualys
SELL -0.19% 19.1K $2M
HD|Home Depot
SELL -5.87% 7.8K $2M +19.9%
CTLTEUR|Catalent
SELL -5.79% 21.9K $2M
LYB|LyondellBasell Industries
SELL -5.44% 24.9K $2M
ZBRA|Zebra Technologies
BUY +0.70% 5.6K $2M
ABBV|Abbvie
SELL -4.79% 19.6K $2M -44.8%
POOL|Pool
BUY +1.08% 5.6K $2M
CYBR|CyberArk Software
SELL -12.14% 13.0K $2M -1.5%
BX|Blackstone Group
SELL -5.06% 32.3K $2M +36.5%
TDOC|Teladoc
BUY +1.73% 9.6K $2M
PRU|Prudential Financial
SELL -5.59% 25.9K $2M
QCOM|Qualcomm
SELL -24.40% 13.0K $2M
HALO|Halozyme Therapeutics
BUY +1.02% 47.2K $2M
MCD|McDonalds
SELL -5.85% 8.6K $2M +4.4%
OMCL|Omnicell
SELL -6.09% 16.2K $2M
SBAC|SBA Communications
BUY +17.57% 6.8K $2M
AKX|Ansys
BUY +0.96% 5.3K $2M
RCKT|Rocket Pharmaceuticals
SELL -29.37% 34.5K $2M +70.1%
AMGN|Amgen
BUY +14.59% 8.1K $2M
ENB|Enbridge
BUY +1.31% 57.2K $2M
PSX|Phillips 66
BUY +11.04% 26.2K $2M
CMI|Cummins
SELL -7.59% 7.9K $2M +57.1%
MMM|3M Company
SELL -5.57% 10.3K $2M +7.6%
SPNS|Sapiens
BUY NEW 57.1K $2M
CCI|Crown Castle International
SELL -5.85% 9.7K $2M +1.4%
COR1EUR|CoreSite Realty
SELL -4.91% 13.6K $2M
MYOV|Myovant Sciences
BUY +1.02% 61.9K $2M
JKHY|Jack Henry & Associates
BUY +34.94% 10.4K $2M
MTD|Mettler Toledo
SELL -8.87% 1.5K $2M
GILD|Gilead Sciences
SELL -23.96% 20.1K $1M -11.4%
MPWR|Monolithic Power System
SELL -12.51% 4.5K $2M +150.7%
DNKN|Dunkin' Brands
SELL EXIT
CVS|CVS Health
SELL -26.26% 20.1K $1M -4.0%
MO|Altria Group
SELL -7.50% 37.9K $2M -29.3%
PRAA|PRA Group
BUY +23.68% 39.4K $2M
LMT|Lockheed Martin
SELL -5.10% 3.8K $1M
MKSI|MKS Instruments
BUY +1.28% 10.0K $2M
VRRM|Verra Mobility
BUY +1.31% 107.3K $1M
IPGP|IPG Photonics
BUY +3.51% 6.4K $1M
CSCO|Cisco Systems
SELL -3.55% 29.3K $1M -16.9%
MRK|Merck
SELL -6.59% 14.2K $1M -28.3%
ICFI|ICF International
BUY +11.04% 16.7K $1M
HXL|Hexcel
SELL -0.85% 25.7K $1M
CHD|Church & Dwight
BUY +4.58% 13.6K $1M
AMN|AMN Healthcare Services
BUY +1.28% 17.5K $1M
RBC|RBC Bearings
BUY NEW 6.5K $1M
GOOG|Alphabet Class C
SELL -0.54% 365 $639000 -24.6%
ECL|Ecolab
BUY +1.91% 1.7K $358000
MA|Mastercard
SELL EXIT +18.5%
NFLX|Netflix
BUY NEW 386 $209000
2020-Q3
MRSH|Marsh & McLennan
SELL -2.18% 157.6K $18M
CSCO|Cisco Systems
SELL -91.91% 30.4K $1M -13.8%
ETN|Eaton
SELL -2.18% 167.3K $17M
AXP|American Express
SELL -1.50% 165.1K $17M
BRK-B|Berkshire Hathaway B
SELL -2.16% 77.4K $16M
JNJ|Johnson & Johnson
SELL -2.00% 110.4K $16M
INTC|Intel
SELL -1.98% 254.4K $13M
DD|DuPont de Nemours
SELL -1.90% 272.1K $15M -12.2%
KHC|Kraft Heinz
SELL -1.73% 456.1K $14M +14.8%
IBM|IBM Corp
SELL -1.64% 118.3K $14M
BAC|Bank of America
SELL -1.71% 593.1K $14M
ORCL|Oracle
BUY NEW 238.4K $14M
UNH|UnitedHealth Group
SELL -3.03% 43.4K $14M
JPM|JPMorgan Chase
SELL -1.35% 140.4K $14M -15.4%
L|Loews
SELL -1.66% 366.7K $13M
AMZN|Amazon.com
SELL -2.94% 4.0K $13M
RDS/A|Royal Dutch Shell Class A
BUY +80.09% 500.2K $13M
CB|Chubb Limited
SELL -1.91% 93.6K $11M -39.5%
SYY|Sysco
SELL -1.92% 190.9K $12M -24.0%
DIS|Walt Disney
BUY +17.26% 92.0K $11M
GD|General Dynamics Corp
BUY +22.37% 80.6K $11M
HON|Honeywell
SELL -1.44% 67.2K $11M +14.4%
AAPL|Apple
BUY +282.69% 95.5K $11M
BP|BP PLC
SELL EXIT
ANG-PD|American Intl Group
SELL EXIT
BMY|Bristol Myers Squibb
SELL -1.80% 164.6K $10M -6.3%
BDX|Becton Dickinson
SELL -1.64% 40.7K $9M
SEIC|SEI Investments
BUY NEW 193.7K $10M
MSFT|Microsoft
SELL -1.33% 43.5K $9M
ADBE|Adobe Systems
SELL -0.27% 17.2K $8M +10.3%
GOOGL|Alphabet Class A
BUY +0.51% 5.5K $8M
DHR|Danaher
SELL -1.87% 36.3K $8M
LZAGY|Lonza Group ADR
SELL -6.07% 121.2K $7M
CPRT|Copart
BUY +20.49% 67.4K $7M
AMT|American Tower
BUY +0.80% 26.5K $6M
V|Visa
BUY +1.16% 33.8K $7M
BMRN|BioMarin Pharmaceutical
BUY +26.48% 68.4K $5M
VRSK|Verisk Analytics
BUY +0.30% 33.3K $6M
FISV|Fiserv
BUY +1.24% 59.2K $6M
ROP|Roper Technologies
SELL -0.16% 15.2K $6M +42.8%
NKE|Nike
BUY +0.32% 47.4K $6M
DOW|Dow Inc.
SELL EXIT -15.3%
GMAB|Genmab ADR
SELL -3.30% 151.5K $6M
SHW|Sherwin-Williams
SELL -1.94% 7.9K $5M
Cooper Companies
BUY +0.28% 15.9K $5M
ORLY|O'Reilly Automotive
SELL -0.43% 11.6K $5M
CNC|Centene
BUY +0.74% 81.3K $5M
IDXX|Idexx Laboratories
SELL -0.10% 13.0K $5M +39.4%
META|Facebook Inc-A
BUY +0.58% 18.7K $5M
Accenture
SELL -0.42% 19.5K $4M
APH|Amphenol
BUY +0.81% 40.5K $4M
MSI|Motorola Solutions
BUY +1.22% 26.5K $4M
AZPNUSD|Aspen Technology
BUY +17.89% 18.7K $2M
HD|Home Depot
SELL -2.65% 8.3K $2M +18.9%
TDOC|Teladoc
SELL -0.74% 9.5K $2M +210.7%
QCOM|Qualcomm
SELL -23.36% 17.2K $2M
MCD|McDonalds
BUY +0.61% 9.2K $2M
ABBV|Abbvie
BUY +0.53% 20.6K $2M
CTLTEUR|Catalent
SELL -0.64% 23.3K $2M
QLYS|Qualys
BUY +0.84% 19.1K $2M
CMI|Cummins
SELL -20.92% 8.5K $2M +43.7%
POOL|Pool
SELL -13.99% 5.6K $2M +60.6%
LYB|LyondellBasell Industries
BUY +2.27% 26.3K $2M
SBAC|SBA Communications
BUY +0.22% 5.8K $2M
BX|Blackstone Group
BUY +5.34% 34.0K $2M
PSX|Phillips 66
SELL -5.74% 23.6K $1M
AMGN|Amgen
BUY +0.70% 7.0K $2M
CMCSA|Comcast Class A
BUY NEW 37.9K $2M
MMM|3M Company
BUY +2.26% 10.9K $2M
PRU|Prudential Financial
BUY +0.51% 27.5K $2M
CCI|Crown Castle International
BUY +2.36% 10.3K $2M
COR1EUR|CoreSite Realty
BUY +4.94% 14.3K $2M
AKX|Ansys
SELL -0.19% 5.2K $2M
GILD|Gilead Sciences
BUY +52.56% 26.4K $2M
ENB|Enbridge
BUY +19.89% 56.5K $2M
CYBR|CyberArk Software
SELL -10.01% 14.8K $2M -4.4%
CVS|CVS Health
BUY +10.14% 27.2K $2M
DNKN|Dunkin' Brands
SELL -0.33% 19.6K $2M
MO|Altria Group
BUY +1.52% 41.0K $2M
MTD|Mettler Toledo
SELL -0.31% 1.6K $2M
MPWR|Monolithic Power System
SELL -21.37% 5.2K $1M +105.3%
LMT|Lockheed Martin
BUY +3.66% 4.0K $2M
JKHY|Jack Henry & Associates
BUY +0.06% 7.7K $1M
ZBRA|Zebra Technologies
BUY +1.62% 5.6K $1M
PRAA|PRA Group
SELL -10.50% 31.9K $1M
OMCL|Omnicell
BUY +32.03% 17.2K $1M
HALO|Halozyme Therapeutics
SELL -0.69% 46.8K $1M
MRK|Merck
BUY +0.30% 15.2K $1M
CHD|Church & Dwight
SELL -0.05% 13.0K $1M
HXL|Hexcel
BUY +1.45% 25.9K $868000
RCKT|Rocket Pharmaceuticals
BUY +0.45% 48.8K $1M
MKSI|MKS Instruments
BUY +0.35% 9.9K $1M
MYOV|Myovant Sciences
BUY +17.71% 61.3K $861000
IPGP|IPG Photonics
SELL -0.24% 6.2K $1M
VRRM|Verra Mobility
BUY +30.39% 106.0K $1M
AMN|AMN Healthcare Services
BUY +0.03% 17.2K $1M
ICFI|ICF International
BUY +0.39% 15.1K $927000
MA|Mastercard
SELL -4.08% 659 $223000 +15.9%
2020-Q2
CSCO|Cisco Systems
SELL -0.83% 375.7K $18M -11.3%
MRSH|Marsh & McLennan
SELL -0.46% 161.1K $17M
AXP|American Express
SELL -0.10% 167.6K $16M
JNJ|Johnson & Johnson
SELL -0.69% 112.6K $16M
INTC|Intel
SELL -1.18% 259.5K $16M
ETN|Eaton
SELL -0.13% 171.0K $15M
BRK-B|Berkshire Hathaway B
SELL -3.05% 79.1K $14M
KHC|Kraft Heinz
SELL -0.18% 464.2K $15M +0.4%
DD|DuPont de Nemours
SELL -0.19% 277.4K $15M -25.4%
IBM|IBM Corp
SELL -1.95% 120.3K $15M
BAC|Bank of America
SELL -0.11% 603.4K $14M
JPM|JPMorgan Chase
BUY +0.78% 142.4K $13M
UNH|UnitedHealth Group
SELL -0.15% 44.8K $13M
L|Loews
SELL -0.18% 372.9K $13M
CB|Chubb Limited
SELL -0.13% 95.4K $12M -44.5%
AMZN|Amazon.com
SELL -0.67% 4.1K $11M
SYY|Sysco
SELL -0.11% 194.7K $11M -30.9%
BP|BP PLC
SELL -0.18% 429.8K $10M
ANG-PD|American Intl Group
SELL -0.17% 318.3K $10M
BDX|Becton Dickinson
SELL -0.16% 41.4K $10M
BMY|Bristol Myers Squibb
SELL -0.11% 167.6K $10M -5.3%
HON|Honeywell
BUY NEW 68.2K $10M
GD|General Dynamics Corp
SELL -0.13% 65.9K $10M
RDS/A|Royal Dutch Shell Class A
SELL -0.12% 277.7K $9M
AAPL|Apple
BUY +0.04% 24.9K $9M
MSFT|Microsoft
SELL -0.61% 44.1K $9M
DIS|Walt Disney
BUY NEW 78.5K $9M
GE|General Electric
SELL EXIT
GOOGL|Alphabet Class A
BUY +0.09% 5.5K $8M
ADBE|Adobe Systems
SELL -0.07% 17.3K $8M -12.2%
WFC|Wells Fargo
SELL EXIT -61.2%
LZAGY|Lonza Group ADR
SELL -9.03% 129.1K $7M
AMT|American Tower
SELL -0.14% 26.3K $7M +10.8%
BMRN|BioMarin Pharmaceutical
SELL -10.69% 54.1K $7M -1.6%
DHR|Danaher
SELL -1.67% 37.0K $7M
V|Visa
BUY +0.68% 33.4K $6M
ROP|Roper Technologies
BUY +0.28% 15.2K $6M
FISV|Fiserv
BUY +1.80% 58.4K $6M
VRSK|Verisk Analytics
BUY +0.26% 33.2K $6M
DOW|Dow Inc.
SELL -0.41% 138.1K $6M -31.4%
GMAB|Genmab ADR
SELL -12.70% 156.6K $5M
CNC|Centene
BUY +6.97% 80.7K $5M
ORLY|O'Reilly Automotive
SELL -0.23% 11.6K $5M
CPRT|Copart
SELL -6.15% 56.0K $5M
SHW|Sherwin-Williams
SELL -0.05% 8.0K $5M
NKE|Nike
BUY +0.88% 47.2K $5M
Cooper Companies
BUY +0.99% 15.9K $4M
IDXX|Idexx Laboratories
BUY +9.09% 13.0K $4M
META|Facebook Inc-A
BUY +3.28% 18.6K $4M
Accenture
BUY +0.01% 19.6K $4M
APH|Amphenol
BUY +2.47% 40.1K $4M
MSI|Motorola Solutions
SELL -1.63% 26.1K $4M -15.8%
HD|Home Depot
SELL -7.71% 8.6K $2M +3.9%
QCOM|Qualcomm
SELL -2.35% 22.4K $2M
ABBV|Abbvie
SELL -11.89% 20.5K $2M -49.7%
QLYS|Qualys
SELL -0.07% 19.0K $2M
COR1EUR|CoreSite Realty
SELL -18.60% 13.7K $2M
TDOC|Teladoc
SELL -21.92% 9.6K $2M +154.3%
CMI|Cummins
SELL -4.68% 10.8K $2M +13.3%
BX|Blackstone Group
SELL -0.52% 32.3K $2M +27.7%
PSX|Phillips 66
BUY +20.67% 25.0K $2M
POOL|Pool
BUY +0.39% 6.5K $2M
CTLTEUR|Catalent
SELL -30.44% 23.4K $2M
SBAC|SBA Communications
BUY +0.47% 5.8K $2M
AMGN|Amgen
SELL -17.65% 7.0K $2M
LYB|LyondellBasell Industries
BUY +1.49% 25.8K $2M
MCD|McDonalds
BUY +3.77% 9.1K $2M
CCI|Crown Castle International
BUY NEW 10.0K $2M
PRU|Prudential Financial
BUY +26.31% 27.3K $2M
MMM|3M Company
SELL -6.81% 10.7K $2M -5.8%
AZPNUSD|Aspen Technology
BUY +1.62% 15.9K $2M
CYBR|CyberArk Software
BUY +1.13% 16.4K $2M
CVS|CVS Health
SELL -7.03% 24.7K $2M -10.3%
MO|Altria Group
BUY +3.88% 40.4K $2M
MPWR|Monolithic Power System
SELL -13.77% 6.6K $2M +60.9%
AKX|Ansys
BUY +1.07% 5.2K $2M
ENB|Enbridge
BUY +314.76% 47.1K $1M
JKHY|Jack Henry & Associates
BUY +0.22% 7.7K $1M
LMT|Lockheed Martin
SELL -5.79% 3.9K $1M
ZBRA|Zebra Technologies
BUY +40.14% 5.5K $1M
PRAA|PRA Group
BUY +12.26% 35.6K $1M
GILD|Gilead Sciences
BUY +3.16% 17.3K $1M
MTD|Mettler Toledo
BUY +2.58% 1.6K $1M
MRK|Merck
SELL -9.39% 15.2K $1M -30.1%
DNKN|Dunkin' Brands
BUY +0.48% 19.7K $1M
HALO|Halozyme Therapeutics
SELL -9.60% 47.1K $1M
LVS|Las Vegas Sands
SELL EXIT -20.9%
HXL|Hexcel
BUY +33.36% 25.5K $1M
MKSI|MKS Instruments
BUY +1.16% 9.8K $1M
MYOV|Myovant Sciences
BUY NEW 52.0K $1M
RCKT|Rocket Pharmaceuticals
SELL -13.96% 48.6K $1M -1.2%
ICFI|ICF International
BUY +1.87% 15.0K $973000
CHD|Church & Dwight
BUY +0.81% 13.0K $1M
IPGP|IPG Photonics
BUY +0.34% 6.2K $995000
OMCL|Omnicell
BUY +1.79% 13.0K $921000
VRRM|Verra Mobility
SELL -9.86% 81.3K $835000 -32.9%
AMN|AMN Healthcare Services
BUY +22.53% 17.2K $780000
GOOG|Alphabet Class C
BUY +0.27% 367 $519000
IWF|iShares Russell 1000 Growth
SELL -1.01% 2.5K $472000 +24.7%
ECL|Ecolab
SELL -3.22% 1.6K $323000
MA|Mastercard
BUY NEW 687 $203000
2020-Q1
BAC|Bank of America
SELL -0.17% 604.1K $13M
AXP|American Express
SELL -0.10% 167.8K $14M
L|Loews
SELL -0.08% 373.5K $13M
CSCO|Cisco Systems
SELL -2.08% 378.8K $15M -5.5%
MRSH|Marsh & McLennan
SELL -2.00% 161.9K $14M
ANG-PD|American Intl Group
SELL -0.07% 318.9K $8M
JNJ|Johnson & Johnson
BUY +1.00% 113.4K $15M
ETN|Eaton
SELL -0.10% 171.2K $13M
BP|BP PLC
BUY +0.57% 430.6K $11M
IBM|IBM Corp
BUY +1.83% 122.7K $14M
BRK-B|Berkshire Hathaway B
BUY +16.03% 81.6K $15M
INTC|Intel
BUY +0.01% 262.6K $14M
CB|Chubb Limited
SELL -0.09% 95.5K $11M -27.0%
GM|General Motors
SELL EXIT -30.0%
TGNA|Tegna Inc.
SELL EXIT
JPM|JPMorgan Chase
BUY +36.95% 141.3K $13M
RDS/A|Royal Dutch Shell Class A
BUY +20.66% 278.1K $10M
GD|General Dynamics Corp
SELL -0.11% 65.9K $9M
KHC|Kraft Heinz
BUY +42.17% 465.0K $12M
BDX|Becton Dickinson
SELL -0.12% 41.4K $10M
UNH|UnitedHealth Group
BUY +22.39% 44.8K $11M
SWK|Stanley Black & Decker
SELL EXIT
DD|DuPont de Nemours
BUY +67.82% 277.9K $9M
BMY|Bristol Myers Squibb
BUY NEW 167.8K $9M
SYY|Sysco
BUY NEW 194.9K $9M
AAPL|Apple
SELL -14.74% 24.9K $6M
AMZN|Amazon.com
SELL -1.88% 4.2K $8M
GE|General Electric
BUY +44.88% 1.0M $8M
DOW|Dow Inc.
BUY +0.02% 138.7K $4M
MSFT|Microsoft
SELL -0.39% 44.4K $7M
GOOGL|Alphabet Class A
BUY +10.01% 5.5K $6M
FISV|Fiserv
BUY +1.68% 57.4K $5M
V|Visa
SELL -1.22% 33.2K $5M
AMT|American Tower
SELL -1.69% 26.3K $6M +4.7%
LZAGY|Lonza Group ADR
SELL -1.78% 141.9K $6M
DHR|Danaher
SELL -1.49% 37.6K $5M
ADBE|Adobe Systems
BUY +4.20% 17.3K $6M
ORLY|O'Reilly Automotive
SELL -0.10% 11.7K $4M
BMRN|BioMarin Pharmaceutical
BUY +7.14% 60.5K $5M
VRSK|Verisk Analytics
SELL -2.40% 33.1K $5M
ROP|Roper Technologies
BUY +8.06% 15.2K $5M
SHW|Sherwin-Williams
SELL -1.61% 8.0K $4M
NKE|Nike
SELL -0.52% 46.8K $4M
CNC|Centene
BUY +2.61% 75.5K $4M
Cooper Companies
BUY +11.79% 15.7K $4M
Accenture
SELL -4.05% 19.6K $3M
APH|Amphenol
BUY +0.09% 39.2K $3M
SCHW|Charles Schwab
SELL EXIT -30.7%
META|Facebook Inc-A
SELL -10.22% 18.0K $3M
CPRT|Copart
BUY +132.25% 59.6K $4M
GMAB|Genmab ADR
BUY +12.20% 179.4K $4M
MSI|Motorola Solutions
BUY +28.88% 26.6K $4M
BX|Blackstone Group
SELL -46.63% 32.4K $1M +39.4%
CHKP|Check Point Software
SELL EXIT +1.4%
IDXX|Idexx Laboratories
BUY +783.41% 11.9K $3M
AMGN|Amgen
SELL -27.90% 8.5K $2M
ABBV|Abbvie
SELL -20.77% 23.3K $2M -51.0%
LYB|LyondellBasell Industries
SELL -3.42% 25.4K $1M
CMI|Cummins
SELL -17.70% 11.3K $2M +14.5%
LVS|Las Vegas Sands
SELL -18.88% 28.9K $1M +10.3%
QCOM|Qualcomm
SELL -17.20% 22.9K $2M
PSX|Phillips 66
SELL -0.95% 20.7K $1M
LMT|Lockheed Martin
SELL -27.90% 4.1K $1M
MO|Altria Group
SELL -10.13% 38.9K $2M -21.0%
AZPNUSD|Aspen Technology
SELL -11.95% 15.6K $1M
IPG|Interpublic Group
SELL EXIT +3.2%
COR1EUR|CoreSite Realty
BUY NEW 16.8K $2M
MRK|Merck
SELL -21.52% 16.7K $1M -26.2%
TDOC|Teladoc
SELL -19.68% 12.2K $2M +63.5%
CTLTEUR|Catalent
BUY +39.73% 33.7K $2M
EPD|Enterprise Products Prtnrs
SELL EXIT -4.0%
PRU|Prudential Financial
BUY +17.13% 21.6K $1M
HD|Home Depot
BUY NEW 9.3K $2M
HXL|Hexcel
SELL -16.94% 19.1K $712000
QLYS|Qualys
BUY +24.04% 19.0K $2M
BA|Boeing
SELL EXIT
CVS|CVS Health
BUY NEW 26.6K $2M
MMM|3M Company
BUY NEW 11.4K $2M
SBAC|SBA Communications
BUY +0.35% 5.8K $2M
AKX|Ansys
SELL -9.83% 5.2K $1M
MCD|McDonalds
BUY NEW 8.8K $1M
WBS|Webster Financial Corp
SELL EXIT -19.4%
CYBR|CyberArk Software
BUY +44.25% 16.2K $1M
POOL|Pool
BUY +0.75% 6.5K $1M
ICFI|ICF International
BUY +2.58% 14.7K $1M
MPWR|Monolithic Power System
BUY +4.20% 7.6K $1M
GILD|Gilead Sciences
BUY NEW 16.8K $1M
MTD|Mettler Toledo
BUY +4.54% 1.6K $1M
JKHY|Jack Henry & Associates
BUY +0.65% 7.7K $1M
DNKN|Dunkin' Brands
BUY +25.87% 19.6K $1M
AMN|AMN Healthcare Services
SELL -16.65% 14.1K $813000
OMCL|Omnicell
BUY +0.67% 12.8K $840000
MKSI|MKS Instruments
BUY +5.67% 9.7K $793000
Enstar Group
SELL EXIT
PRAA|PRA Group
BUY +21.56% 31.7K $880000
HALO|Halozyme Therapeutics
BUY +0.46% 52.1K $937000
VRRM|Verra Mobility
BUY +37.46% 90.1K $644000
IPGP|IPG Photonics
BUY +4.74% 6.2K $682000
CHD|Church & Dwight
BUY +7.37% 12.9K $827000
RCKT|Rocket Pharmaceuticals
BUY +87.83% 56.5K $788000
ZBRA|Zebra Technologies
BUY NEW 3.9K $720000
ENB|Enbridge
SELL -24.63% 11.4K $330000
GOOG|Alphabet Class C
SELL -8.50% 366 $426000 -38.5%
IWF|iShares Russell 1000 Growth
SELL -7.99% 2.5K $375000 +26.4%
IWD|iShares Russell 1000V
SELL EXIT +2.2%
VONG|Vanguard Russell 1000 Growth
SELL EXIT +13.9%
HON|Honeywell
SELL EXIT +25.3%
MA|Mastercard
SELL EXIT +24.1%
2019-Q4
AMT|American Tower
SELL -77.48% 26.7K $6M
MSFT|Microsoft
SELL -76.14% 44.5K $7M
AAPL|Apple
SELL -73.68% 29.2K $9M
AXP|American Express
SELL -18.14% 168.0K $21M
GOOGL|Alphabet Class A
SELL -74.20% 5.0K $7M
V|Visa
SELL -75.37% 33.6K $6M
FISV|Fiserv
SELL -74.96% 56.5K $7M
DHR|Danaher
SELL -76.36% 38.2K $6M
VRSK|Verisk Analytics
SELL -75.69% 34.0K $5M
BAC|Bank of America
SELL -19.42% 605.1K $21M
LZAGY|Lonza Group ADR
SELL -77.45% 144.4K $5M
ROP|Roper Technologies
SELL -76.78% 14.1K $5M +18.1%
ORLY|O'Reilly Automotive
SELL -77.89% 11.7K $5M
AMZN|Amazon.com
SELL -64.33% 4.3K $8M
ADBE|Adobe Systems
SELL -76.77% 16.6K $5M
SHW|Sherwin-Williams
SELL -77.22% 8.2K $5M
L|Loews
SELL -0.16% 373.8K $20M
CSCO|Cisco Systems
SELL +0.00% 386.9K $19M
MRSH|Marsh & McLennan
BUY +1.75% 165.2K $18M
NKE|Nike
SELL -75.93% 47.1K $5M
IBM|IBM Corp
SELL -1.64% 120.5K $16M
ANG-PD|American Intl Group
SELL -0.15% 319.1K $16M
SCHW|Charles Schwab
SELL -78.92% 87.7K $4M
Accenture
SELL -76.46% 20.4K $4M
JNJ|Johnson & Johnson
SELL -0.10% 112.3K $16M
BP|BP PLC
SELL -0.21% 428.1K $16M
Cooper Companies
SELL -74.36% 14.0K $5M
ETN|Eaton
SELL -0.20% 171.4K $16M
BRK-B|Berkshire Hathaway B
SELL -0.48% 70.3K $16M
INTC|Intel
SELL -0.26% 262.6K $16M
APH|Amphenol
SELL -75.95% 39.1K $4M
CB|Chubb Limited
SELL -0.18% 95.6K $15M
GM|General Motors
SELL -0.57% 402.6K $15M
JPM|JPMorgan Chase
SELL -0.16% 103.1K $14M +17.7%
META|Facebook Inc-A
SELL -75.08% 20.1K $4M
GMAB|Genmab ADR
SELL -77.13% 159.9K $4M
CNC|Centene
SELL -77.03% 73.6K $5M -6.5%
CHKP|Check Point Software
SELL -75.68% 30.6K $3M +1.4%
RDS/A|Royal Dutch Shell Class A
SELL -0.71% 230.5K $14M
BMRN|BioMarin Pharmaceutical
SELL -72.02% 56.5K $5M
GD|General Dynamics Corp
SELL -0.18% 66.0K $12M
WU|Western Union
SELL EXIT
BDX|Becton Dickinson
SELL -0.30% 41.5K $11M
SWK|Stanley Black & Decker
SELL -0.22% 65.8K $11M
UNH|UnitedHealth Group
SELL -0.34% 36.6K $11M
DD|DuPont de Nemours
BUY +61.67% 165.6K $11M
KHC|Kraft Heinz
BUY NEW 327.1K $11M
VIAB|Viacom Inc Cl B
SELL EXIT
GE|General Electric
SELL -9.01% 701.3K $8M
EOG|EOG Resources
SELL EXIT
DOW|Dow Inc.
SELL -0.13% 138.7K $8M +1.4%
BX|Blackstone Group
SELL -2.31% 60.8K $3M +26.8%
MSI|Motorola Solutions
BUY NEW 20.6K $3M
CTVA|Corteva Inc.
SELL EXIT -9.3%
AMGN|Amgen
SELL -2.33% 11.8K $3M
ABBV|Abbvie
SELL -1.55% 29.3K $3M
LYB|LyondellBasell Industries
SELL -0.97% 26.3K $2M
CMI|Cummins
SELL -0.99% 13.8K $2M +26.6%
LVS|Las Vegas Sands
BUY +0.12% 35.6K $2M
QCOM|Qualcomm
SELL -1.29% 27.7K $2M
CPRT|Copart
BUY +5.04% 25.7K $2M
PSX|Phillips 66
SELL -2.58% 20.9K $2M
LMT|Lockheed Martin
SELL -2.42% 5.7K $2M
MO|Altria Group
BUY +4.56% 43.3K $2M
AZPNUSD|Aspen Technology
BUY +13.41% 17.8K $2M
IPG|Interpublic Group
SELL -0.33% 89.9K $2M -0.1%
HXL|Hexcel
SELL -8.60% 23.0K $2M
MRK|Merck
SELL -1.14% 21.3K $2M
BA|Boeing
BUY +1.28% 5.0K $2M
EPD|Enterprise Products Prtnrs
BUY +1.43% 62.1K $2M
PRU|Prudential Financial
BUY +0.52% 18.5K $2M
AKX|Ansys
BUY +10.46% 5.7K $1M
QLYS|Qualys
SELL -19.81% 15.3K $1M
WBS|Webster Financial Corp
BUY +11.02% 26.3K $1M
SBAC|SBA Communications
BUY +10.41% 5.8K $1M
POOL|Pool
BUY +0.17% 6.4K $1M
CTLTEUR|Catalent
BUY +23.08% 24.1K $1M
ICFI|ICF International
BUY +11.28% 14.4K $1M
CYBR|CyberArk Software
BUY +10.33% 11.2K $1M
MPWR|Monolithic Power System
BUY +10.35% 7.3K $1M
TDOC|Teladoc
BUY +10.95% 15.2K $1M
MTD|Mettler Toledo
BUY +11.28% 1.5K $1M
JKHY|Jack Henry & Associates
SELL -5.31% 7.7K $1M
DNKN|Dunkin' Brands
BUY +11.51% 15.6K $1M
AMN|AMN Healthcare Services
BUY +11.54% 16.9K $1M
OMCL|Omnicell
BUY +11.96% 12.7K $1M
MKSI|MKS Instruments
BUY +32.09% 9.2K $1M
Enstar Group
BUY +11.56% 4.9K $1M
PRAA|PRA Group
BUY +14.02% 26.1K $948000
HALO|Halozyme Therapeutics
BUY +11.82% 51.8K $919000
VRRM|Verra Mobility
BUY +33.46% 65.6K $917000
IPGP|IPG Photonics
BUY +9.28% 5.9K $855000
CHD|Church & Dwight
BUY +11.28% 12.0K $844000
RCKT|Rocket Pharmaceuticals
BUY NEW 30.1K $684000
ENB|Enbridge
SELL -2.82% 15.1K $599000
GOOG|Alphabet Class C
SELL -1.23% 400 $535000
IWF|iShares Russell 1000 Growth
BUY +6.21% 2.7K $475000
IWD|iShares Russell 1000V
BUY NEW 2.8K $379000
VONG|Vanguard Russell 1000 Growth
BUY +34.90% 1.9K $338000
ECL|Ecolab
SELL -1.58% 1.7K $324000
HON|Honeywell
SELL -2.80% 1.4K $246000
MA|Mastercard
SELL -8.25% 723 $216000 +12.0%
2019-Q3
AMT|American Tower
SELL -0.78% 118.7K $26M
MSFT|Microsoft
SELL -0.70% 186.7K $26M
AXP|American Express
SELL -0.50% 205.2K $24M
VRSK|Verisk Analytics
SELL -18.40% 139.7K $22M
V|Visa
SELL -5.31% 136.4K $23M
AAPL|Apple
SELL -3.25% 111.1K $25M
GOOGL|Alphabet Class A
BUY +0.01% 19.3K $24M
FISV|Fiserv
SELL -5.80% 225.5K $23M
DHR|Danaher
SELL -0.47% 161.6K $23M
AMZN|Amazon.com
BUY +0.78% 11.9K $21M
ROP|Roper Technologies
SELL -0.49% 60.6K $22M +23.7%
BAC|Bank of America
SELL -0.05% 751.0K $22M
LZAGY|Lonza Group ADR
BUY +0.77% 640.5K $22M
CSCO|Cisco Systems
SELL -0.52% 386.9K $19M
ADBE|Adobe Systems
SELL -0.62% 71.5K $20M
ORLY|O'Reilly Automotive
BUY +14.87% 52.8K $21M
L|Loews
SELL -0.05% 374.4K $19M
SHW|Sherwin-Williams
SELL -0.92% 35.9K $20M
Cooper Companies
SELL -0.78% 54.8K $16M
NKE|Nike
BUY +25.42% 195.5K $18M
SSNC|SS&C Technologies
SELL EXIT +3.1%
BP|BP PLC
SELL -0.08% 429.0K $16M
IBM|IBM Corp
SELL -0.03% 122.5K $18M
ANG-PD|American Intl Group
SELL -0.03% 319.6K $18M
SCHW|Charles Schwab
SELL -1.48% 416.0K $17M
BMRN|BioMarin Pharmaceuticals
BUY +0.47% 202.0K $14M
CNC|Centene
BUY +0.35% 320.2K $14M
Accenture
SELL -3.72% 86.8K $17M
MRSH|Marsh & McLennan
SELL -0.14% 162.4K $16M
APH|Amphenol
SELL -2.53% 162.7K $16M
JNJ|Johnson & Johnson
SELL -0.12% 112.4K $15M
GM|General Motors
SELL -0.01% 404.9K $15M
META|Facebook Inc-A
SELL -0.07% 80.6K $14M
CB|Chubb Limited
SELL -0.13% 95.8K $15M
RDS/A|Royal Dutch Shell Class A
SELL -0.04% 232.1K $14M
BRK-B|Berkshire Hathaway B
BUY +0.00% 70.6K $15M
ETN|Eaton
SELL -0.12% 171.7K $14M
CHKP|Check Point Software
SELL EXIT
GMAB|Genmab ADR
BUY +2.40% 699.3K $14M
CHKP|Check Point Software
BUY NEW 125.9K $14M
INTC|Intel
SELL -0.13% 263.3K $14M
WFC|Wells Fargo
BUY +0.09% 255.0K $13M
JPM|JPMorgan Chase
SELL -0.11% 103.3K $12M +3.1%
GD|General Dynamics Corp
BUY +0.24% 66.1K $12M
7HP|HP INC
SELL EXIT
WU|Western Union
SELL -0.19% 489.9K $11M
BDX|Becton Dickinson
SELL -0.22% 41.6K $11M
ALB|Albemarle
SELL EXIT
EOG|EOG Resources
BUY +0.31% 104.3K $8M
SWK|Stanley Black & Decker
SELL -0.34% 65.9K $10M
UNH|UnitedHealth Group
BUY +0.30% 36.8K $8M
GE|General Electric
BUY +1.14% 770.8K $7M
DD|DuPont de Nemours
BUY +0.29% 102.4K $7M
DOW|Dow Inc.
BUY +0.05% 138.8K $7M
BX|Blackstone Group
BUY +23.03% 62.2K $3M
CTVA|Corteva, Inc.
SELL EXIT +6.1%
CTVA|Corteva Inc.
BUY NEW 102.0K $3M
LYB|LyondellBasell Industries
BUY +0.93% 26.5K $2M
CMI|Cummins
BUY +0.72% 13.9K $2M
AMGN|Amgen
BUY +0.36% 12.0K $2M
LMT|Lockheed Martin
BUY +0.45% 5.8K $2M
ABBV|Abbvie
BUY +0.93% 29.8K $2M
HXL|Hexcel
SELL -8.98% 25.2K $2M
PSX|Phillips 66
BUY +0.76% 21.5K $2M
QCOM|Qualcomm
BUY +0.95% 28.0K $2M
AZPNUSD|Aspen Technology
SELL -7.49% 15.7K $2M
LVS|Las Vegas Sands
BUY +0.76% 35.6K $2M
IPG|Interpublic Group
BUY +0.80% 90.2K $2M
CPRT|Copart
SELL -6.24% 24.4K $2M
MO|Altria Group
BUY +0.55% 41.4K $2M
BA|Boeing
BUY +1.00% 4.9K $2M
PRU|Prudential Financial
BUY +0.56% 18.4K $2M
MRK|Merck
BUY +0.91% 21.6K $2M
EPD|Enterprise Products Prtnrs
BUY +0.20% 61.2K $2M
QLYS|Qualys
BUY +0.18% 19.1K $1M
POOL|Pool
BUY NEW 6.4K $1M
SBAC|SBA Communications
SELL -0.57% 5.2K $1M
POOL|Pool
SELL EXIT
JKHY|Jack Henry & Associates
BUY +0.09% 8.1K $1M
CTLTEUR|Catalent
SELL -8.55% 19.6K $934000
AKX|Ansys
BUY +0.12% 5.2K $1M
MTD|Mettler Toledo
BUY +0.29% 1.4K $962000
WBS|Webster Financial Corp
SELL -0.34% 23.7K $1M -18.6%
DNKN|Dunkin' Brands
BUY +0.04% 14.0K $1M
ICFI|ICF International
BUY +0.12% 12.9K $1M
CYBR|CyberArk Software
BUY +126.68% 10.2K $1M
DY|Dycom Industries
SELL EXIT
OMCL|Omnicell
BUY +0.19% 11.4K $822000
TDOC|Teladoc
BUY NEW 13.7K $930000
AMN|AMN Healthcare Services
BUY +0.14% 15.1K $871000
Enstar Group
BUY +0.23% 4.4K $826000
CHD|Church & Dwight
BUY +0.30% 10.8K $812000
HCSG|Healthcare Services Group
SELL EXIT -46.3%
HALO|Halozyme Therapeutics
BUY +0.24% 46.4K $719000
PRAA|PRA Group
BUY +0.34% 22.9K $774000
IPGP|IPG Photonics
BUY +13.52% 5.4K $732000
VRRM|Verra Mobility
BUY NEW 49.1K $705000
MKSI|MKS Instruments
BUY +0.48% 7.0K $644000
ENB|Enbridge
BUY +1.27% 15.5K $544000
HON|Honeywell
SELL -17.15% 1.4K $242000
VONG|Vanguard Russell 1000 Growth
SELL -16.98% 1.4K $227000 +3.6%
PYPL|PayPal
SELL EXIT -2.6%
MA|Mastercard
SELL -0.88% 788 $214000 +10.6%
2019-Q2
DHR|Danaher
SELL -20.07% 162.3K $23M
AXP|American Express
SELL -0.07% 206.2K $25M
MSFT|Microsoft
SELL -3.61% 188.0K $25M
VRSK|Verisk Analytics
SELL -4.33% 171.2K $25M
V|Visa
SELL -4.54% 144.0K $25M
AMT|American Tower
SELL -4.52% 119.7K $24M
Cooper Companies
SELL -30.72% 55.2K $19M
AAPL|Apple
SELL -4.57% 114.9K $23M
AMZN|Amazon.com
BUY +24.58% 11.8K $22M
ROP|Roper Technologies
SELL -2.89% 60.9K $22M +21.1%
FISV|Fiserv
SELL -2.74% 239.3K $22M
LZAGY|Lonza Group ADR
SELL -2.37% 635.6K $21M
CSCO|Cisco Systems
SELL -0.12% 388.9K $21M
ADBE|Adobe Systems
SELL -3.29% 71.9K $21M
SSNC|SS&C Technologies
SELL -4.28% 317.8K $18M +20.8%
GOOGL|Alphabet Class A
BUY +17.00% 19.3K $21M
L|Loews
BUY +0.02% 374.6K $20M
BMRN|BioMarin Pharmaceuticals
SELL -8.67% 201.0K $17M
SCHW|Charles Schwab
SELL -1.81% 422.2K $17M
ORLY|O'Reilly Automotive
SELL -2.17% 46.0K $17M
IBM|Intl Business Machines
BUY +0.17% 122.5K $17M
CNC|Centene
BUY +9.99% 319.0K $17M
Accenture
SELL -4.79% 90.2K $17M
SHW|Sherwin-Williams
SELL -4.23% 36.2K $17M
APH|Amphenol
SELL -4.29% 167.0K $16M
CHKP|Check Point Software
SELL -3.71% 123.5K $14M
MRSH|Marsh & McLennan
SELL -0.14% 162.6K $16M
JNJ|Johnson & Johnson
BUY +0.08% 112.5K $16M
META|Facebook Inc-A
SELL -6.46% 80.7K $16M
RDS/A|Royal Dutch Shell Class A
BUY +0.02% 232.2K $15M
BRK-B|Berkshire Hathaway B
SELL -0.23% 70.6K $15M
ETN|Eaton
BUY +0.02% 171.9K $14M
INTC|Intel
SELL -0.70% 263.6K $13M
CB|Chubb Limited
SELL -0.11% 95.9K $14M
NKE|Nike
SELL -4.04% 155.9K $13M
WFC|Wells Fargo
SELL -2.43% 254.8K $12M
GMAB|Genmab ADR
SELL -4.52% 682.9K $13M
ALB|Albemarle
SELL -2.76% 146.1K $10M
GD|Genl Dynamics Corp
BUY +0.12% 66.0K $12M
7HP|HP INC
SELL -0.02% 572.4K $12M
JPM|JPMorgan Chase
BUY NEW 103.4K $12M
BDX|Becton Dickinson
BUY +0.23% 41.7K $11M
CERNCHF|Cerner
SELL EXIT
EOG|EOG Resources
SELL -3.61% 104.0K $10M
DD|DowDupont Inc.
SELL EXIT
UNH|UnitedHealth Group
SELL -0.96% 36.6K $9M
HPE|Hewlett Packard Enterprise
SELL EXIT
DD|Dupont (EI) deNemours
BUY NEW 102.2K $8M
DOW|Dow Inc.
BUY NEW 138.8K $7M
CTVA|Corteva, Inc.
BUY NEW 102.2K $3M
CMI|Cummins
BUY +0.91% 13.8K $2M
MO|Altria Group
BUY +1.34% 41.2K $2M
LYB|LyondellBasell Industries
BUY +6.54% 26.3K $2M
BX|Blackstone Group
BUY NEW 50.6K $2M
HXL|Hexcel
SELL -8.49% 27.7K $2M
AMGN|Amgen
BUY +15.34% 12.0K $2M
ABBV|AbbVie
BUY +9.58% 29.5K $2M
LVS|Las Vegas Sands
BUY +1.17% 35.3K $2M
QCOM|Qualcomm
SELL -22.11% 27.8K $2M
LMT|Lockheed Martin
BUY +1.35% 5.8K $2M
AZPNUSD|Aspen Technology
SELL -8.13% 16.9K $2M
IPG|Interpublic Group
BUY +5.96% 89.5K $2M
PSX|Phillips 66
BUY +17.87% 21.3K $2M
CPRT|Copart
SELL -8.18% 26.1K $2M
PRU|Prudential Financial
BUY +1.42% 18.3K $2M
MRK|Merck
BUY +2.95% 21.4K $2M
BA|Boeing
BUY +30.87% 4.9K $2M
EPD|Enterprise Products Prtnrs
BUY +1.38% 61.1K $2M
BX|Blackstone
SELL EXIT +19.9%
QLYS|Qualys
SELL -7.48% 19.1K $2M
OMCL|Omnicell
SELL -25.44% 11.3K $976000
POOL|Pool
SELL -10.30% 6.4K $1M
SBAC|SBA Communications
SELL -8.70% 5.2K $1M
DNKN|Dunkin' Brands
SELL -10.37% 14.0K $1M
CTLTEUR|Catalent
SELL -10.74% 21.4K $1M
MTD|Mettler Toledo
SELL -9.87% 1.4K $1M
WBS|Webster Financial Corp.
BUY +5.54% 23.8K $1M
JKHY|Jack Henry & Associates
BUY +2.46% 8.1K $1M
ICFI|ICF International
SELL -10.18% 12.9K $939000
AKX|Ansys
SELL -12.06% 5.2K $1M
DY|Dycom Industries
BUY +31.83% 17.0K $1M
HCSG|Healthcare Services Group
SELL -10.20% 26.4K $802000 -25.2%
MPWR|Monolithic Power System
SELL -0.87% 6.6K $902000 +8.8%
CHD|Church & Dwight
SELL -10.08% 10.8K $786000
Enstar Group
SELL -9.83% 4.3K $757000
HALO|Halozyme Therapeutics
SELL -10.77% 46.2K $794000
AMN|AMN Healthcare Services
SELL -10.06% 15.1K $820000
IPGP|IPG Photonics
SELL -10.48% 4.8K $734000
MKSI|MKS Instruments
SELL -9.54% 6.9K $541000 -25.9%
PRAA|PRA Group
SELL -8.71% 22.8K $642000
CYBR|CyberArk Software
SELL -9.58% 4.5K $575000 +26.2%
ENB|Enbridge
BUY +7.91% 15.3K $552000
GOOG|Alphabet Class C
SELL -0.25% 405 $438000
IWF|iShares Russell 1000G
BUY +6.00% 2.5K $400000
IDXX|Idexx Laboratories
BUY +5.88% 1.4K $372000
ECL|Ecolab
BUY +6.57% 1.7K $336000
LLY|LabCorp
SELL EXIT
WAB|Wabtec Corporation
SELL EXIT -1.1%
HON|Honeywell
SELL -1.99% 1.7K $301000
VONG|Vanguard Russell 1000 Growth
BUY NEW 1.7K $270000
PYPL|PayPal
BUY NEW 1.9K $215000
MA|Mastercard
BUY NEW 795 $210000
2019-Q1
DHR|Danaher
SELL -2.62% 203.1K $27M
AMT|American Tower
SELL -2.45% 125.3K $25M
VRSK|Verisk Analytics
SELL -2.40% 178.9K $24M
Cooper Companies
SELL -5.67% 79.7K $24M
V|Visa
SELL -2.72% 150.9K $24M
MSFT|Microsoft
SELL -2.04% 195.0K $23M
AAPL|Apple
SELL -4.09% 120.4K $23M
CSCO|Cisco Systems
SELL -26.13% 389.3K $21M
AXP|American Express
SELL -0.32% 206.4K $23M
ORLY|O'Reilly Automotive
SELL -26.47% 47.0K $18M
FISV|Fiserv
SELL -12.05% 246.1K $22M
ROP|Roper Technologies
BUY +34.63% 62.7K $21M
SSNC|SS&C Technologies
BUY +2.81% 332.0K $21M
BAC|Bank of America
SELL -0.33% 751.4K $21M
LZAGY|Lonza Group ADR
SELL -2.70% 651.0K $20M
ADBE|Adobe Systems
SELL -2.80% 74.4K $20M
BMRN|BioMarin Pharmaceuticals
SELL -2.03% 220.1K $20M
GOOGL|Alphabet Class A
SELL -2.42% 16.5K $19M
BP|BP PLC
SELL -0.36% 429.4K $19M
SCHW|Charles Schwab
SELL -1.80% 430.0K $18M
L|Loews
SELL -0.27% 374.5K $18M
IBM|Intl Business Machines
BUY +2.01% 122.3K $17M
AMZN|Amazon.com
SELL -0.02% 9.5K $17M
CNC|Centene Corporation
BUY +98.99% 290.1K $15M
Accenture
SELL -2.61% 94.7K $17M
APH|Amphenol
SELL -2.41% 174.4K $16M
SHW|Sherwin-Williams
SELL -2.44% 37.8K $16M
CHKP|Check Point Tech Software
BUY +14.64% 128.3K $16M
JNJ|Johnson & Johnson
SELL -0.75% 112.4K $16M
GM|General Motors
SELL -12.19% 404.9K $15M
MRSH|Marsh & McLennan
SELL -0.39% 162.8K $15M
BRK-B|Berkshire Hathaway B
SELL -1.22% 70.8K $14M
RDS/A|Royal Dutch Shell Class A
SELL -0.36% 232.1K $15M
META|Facebook Inc-A
SELL -0.63% 86.2K $14M
INTC|Intel
SELL -0.57% 265.5K $14M
ETN|Eaton
SELL -0.41% 171.9K $14M
ANG-PD|American Intl Group
SELL -0.14% 319.7K $14M
NKE|Nike
SELL -2.42% 162.4K $14M
LKQ|LKQ Corporation
SELL EXIT
CB|Chubb Limited
SELL -0.33% 96.0K $13M
CERNCHF|Cerner
SELL -27.85% 181.2K $10M
WFC|Wells Fargo
SELL -0.36% 261.1K $13M
GMAB|Genmab ADR
BUY NEW 715.3K $12M
ALB|Albemarle
BUY +13.39% 150.2K $12M
TGNA|Tegna Inc.
BUY +0.03% 869.3K $12M
GD|Genl Dynamics Corp
BUY +36.04% 65.9K $11M
VIAB|Viacom Cl B
BUY +83.25% 382.6K $11M
BDX|Becton Dickinson
BUY +0.12% 41.6K $10M
EOG|EOG Resources
SELL -1.23% 107.9K $10M
DD|DowDupont Inc.
SELL -0.48% 182.3K $10M
UNH|UnitedHealth Group
SELL -5.43% 37.0K $9M
WU|Western Union
SELL -0.43% 490.9K $9M
SWK|Stanley Black & Decker Inc.
SELL -0.28% 66.1K $9M
GE|General Electric
SELL -0.16% 762.1K $8M
IWF|iShares Russell 1000G
SELL -86.57% 2.4K $363000 +2.6%
MO|Altria Group
BUY +19.91% 40.6K $2M
ABBV|AbbVie
BUY +11.16% 27.0K $2M
CMI|Cummins
BUY +6.02% 13.7K $2M
LVS|Las Vegas Sands
BUY NEW 34.9K $2M
HXL|Hexcel
BUY +14.63% 30.3K $2M
LYB|LyondellBasell Industries
BUY +9.34% 24.7K $2M
QCOM|Qualcomm
BUY +8.86% 35.7K $2M
MGP|MGM Growth Properties
SELL EXIT
AMGN|Amgen
BUY +5.06% 10.4K $2M
AZPNUSD|Aspen Technology
BUY +1.88% 18.4K $2M
IPG|Interpublic Group
BUY NEW 84.4K $2M
EPD|Enterprise Products Prtnrs
BUY +12.20% 60.3K $2M
BX|Blackstone
BUY +13.50% 50.1K $2M
MRK|Merck
SELL -8.82% 20.7K $2M
PSX|Phillips 66
BUY +6.64% 18.1K $2M
CPRT|Copart
BUY +10.30% 28.4K $2M
LMT|Lockheed Martin
SELL -8.10% 5.7K $2M
QLYS|Qualys
BUY +0.47% 20.6K $2M
PRU|Prudential Financial
BUY +274.75% 18.0K $2M
BA|Boeing
SELL -16.80% 3.7K $1M
OMCL|Omnicell
SELL -3.74% 15.2K $1M
POOL|Pool
BUY +2.43% 7.1K $1M
DNKN|Dunkin' Brands
BUY +2.44% 15.6K $1M
SBAC|SBA Communications
BUY +2.70% 5.7K $1M
WBS|Webster Financial Corp.
BUY +2.70% 22.5K $1M
JKHY|Jack Henry & Associates
BUY +2.84% 7.9K $1M
MTD|Mettler Toledo
BUY +2.79% 1.5K $1M
ICFI|ICF International
BUY +2.79% 14.4K $1M
AKX|Ansys
BUY +2.47% 5.9K $1M
CTLTEUR|Catalent
BUY NEW 24.0K $975000
HCSG|Healthcare Services Group
BUY +35.77% 29.5K $972000
ENB|Enbridge
SELL -53.73% 14.2K $515000
AMN|AMN Healthcare Services
BUY +2.39% 16.8K $791000
MPWR|Monolithic Power System
BUY +2.63% 6.7K $908000
CHD|Church & Dwight
SELL -8.30% 12.0K $852000
Enstar Group
BUY +25.17% 4.8K $838000
IPGP|IPG Photonics
BUY +2.63% 5.3K $807000
MKSI|MKS Instruments
BUY +5.76% 7.7K $714000
PRAA|PRA Group
BUY +5.85% 25.0K $670000
DY|Dycom Industries
BUY +5.69% 12.9K $593000
CYBR|CyberArk Software
BUY NEW 5.0K $592000
GOOG|Alphabet Class C
SELL -8.76% 406 $476000
LLY|LabCorp
SELL -11.44% 2.0K $309000
WAB|Wabtec Corporation
BUY NEW 4.1K $301000
JPM|JPMorgan Chase
SELL EXIT
ECL|Ecolab
BUY +6.60% 1.6K $282000
HON|Honeywell
BUY +8.50% 1.8K $280000
2018-Q4
AAPL|Apple
SELL -3.21% 125.5K $20M
Cooper Companies
SELL -14.87% 84.5K $21M
CSCO|Cisco Systems
SELL -0.76% 527.0K $23M
V|Visa
SELL -3.47% 155.1K $20M
FISV|Fiserv
SELL -3.90% 279.8K $21M
MSFT|Microsoft
SELL -3.29% 199.1K $20M
DHR|Danaher
SELL -3.57% 208.6K $22M
LZAGY|Lonza Group ADR
SELL -2.67% 669.1K $17M
ORLY|O'Reilly Automotive
SELL -3.61% 63.9K $22M
BMRN|BioMarin Pharmaceuticals
SELL -5.32% 224.6K $19M
VRSK|Verisk Analytics
SELL -3.45% 183.3K $20M
BAC|Bank of America
SELL -0.04% 753.9K $19M
AXP|American Express
SELL -0.07% 207.0K $20M
ADBE|Adobe Systems
SELL -4.07% 76.5K $17M
SHW|Sherwin-Williams
SELL -17.63% 38.8K $15M
AMT|American Tower
SELL -12.09% 128.5K $20M
UTXZ|United Technologies
SELL EXIT
GOOGL|Alphabet Class A
SELL -3.51% 16.9K $18M
SCHW|Charles Schwab
BUY +3.28% 437.9K $18M
CNC|Centene Corporation
BUY +2.89% 145.8K $17M
LKQ|LKQ Corporation
SELL -10.93% 569.4K $14M
BP|BP PLC
SELL -0.06% 430.9K $16M
CERNCHF|Cerner
SELL -8.00% 251.2K $13M
APH|Amphenol
SELL -3.62% 178.7K $14M
Accenture
SELL -3.76% 97.2K $14M
IBM|Intl Business Machines
BUY +13.99% 119.9K $14M
RDS/A|Royal Dutch Shell Class A
SELL -0.15% 233.0K $14M
JNJ|Johnson & Johnson
BUY +0.01% 113.3K $15M
GM|General Motors
BUY +0.85% 461.1K $15M
BRK-B|Berkshire Hathaway B
BUY +0.19% 71.7K $15M
META|Facebook Inc-A
SELL -5.94% 86.8K $11M
ETN|Eaton
SELL -0.08% 172.6K $12M
7HP|HP INC
BUY +0.02% 572.5K $12M
ENB|Enbridge
SELL -93.26% 30.7K $953000
SSNC|SS&C Technologies
BUY NEW 323.0K $15M
NKE|Nike
SELL -3.20% 166.5K $12M
ANG-PD|American Intl Group
BUY +17.42% 320.1K $13M
EOG|EOG Resources
SELL -3.95% 109.3K $10M
AMZN|Amazon.com
BUY NEW 9.5K $14M
ALB|Albemarle
SELL -4.92% 132.5K $10M
WFC|Wells Fargo
SELL -0.31% 262.1K $12M
CHKP|Check Point Tech Software
SELL -4.35% 111.9K $11M
MRSH|Marsh & McLennan
BUY +0.02% 163.4K $13M
CB|Chubb Limited
BUY +0.11% 96.3K $12M
INTC|Intel
SELL -0.13% 267.0K $13M
ROP|Roper Industries
BUY NEW 46.6K $12M
DD|DowDupont Inc.
SELL -0.15% 183.1K $10M
BLK|BlackRock
SELL EXIT
BDX|Becton Dickinson
BUY +0.09% 41.5K $9M
UNH|UnitedHealth Group
SELL -0.12% 39.1K $10M
GD|Genl Dynamics Corp
SELL -0.21% 48.4K $8M
SWK|Stanley Black & Decker Inc.
SELL -0.19% 66.3K $8M
GE|General Electric
SELL -0.14% 763.3K $6M
AMGN|Amgen
SELL -14.91% 9.9K $2M
XOM|Exxon Mobil
SELL EXIT
QCOM|Qualcomm
SELL -0.03% 32.8K $2M
IWF|iShares Russell 1000G
BUY NEW 17.9K $2M
MGP|MGM Growth Properties
BUY +0.19% 76.6K $2M
CMI|Cummins
SELL -16.30% 12.9K $2M +1.9%
ABBV|AbbVie
BUY +18.51% 24.2K $2M
LMT|Lockheed Martin
SELL -3.10% 6.2K $2M
LYB|LyondellBasell Industries
BUY +11.47% 22.6K $2M
4I1|Philip Morris
SELL EXIT
PSX|Phillips 66
BUY +0.63% 17.0K $1M
MRK|Merck
SELL -12.36% 22.8K $2M
BA|Boeing
SELL -9.42% 4.5K $1M
HXL|Hexcel
SELL -1.56% 26.4K $2M
PTVCB|Protective Insurance
SELL EXIT
AZPNUSD|Aspen Technology
BUY +18.72% 18.1K $1M
MO|Altria Group
BUY NEW 33.9K $2M
QLYS|Qualys
BUY +10.88% 20.5K $2M
PRU|Prudential Financial
SELL -68.31% 4.8K $392000
EPD|Enterprise Products Prtnrs
BUY NEW 53.7K $1M
BX|Blackstone
BUY NEW 44.2K $1M
OMCL|Omnicell
SELL -12.32% 15.8K $968000
WBS|Webster Financial Corp.
BUY +1.16% 21.9K $1M
CPRT|Copart
BUY +26.79% 25.7K $1M
JKHY|Jack Henry & Associates
BUY +0.76% 7.7K $972000
DNKN|Dunkin' Brands
SELL -0.82% 15.2K $974000
POOL|Pool
BUY +3.21% 7.0K $1M
DY|Dycom Industries
SELL -2.34% 12.2K $660000
AKX|Ansys
BUY +2.66% 5.7K $821000
ICFI|ICF International
BUY +1.22% 14.0K $905000
AMN|AMN Healthcare Services
BUY +1.15% 16.4K $930000
GMAB|Genmab ADR
BUY +2.62% 56.4K $929000
SBAC|SBA Communications
BUY +0.63% 5.6K $904000
CHD|Church & Dwight
SELL -14.27% 13.0K $858000
HCSG|Healthcare Services Group
BUY +1.02% 21.7K $872000
PRAA|PRA Group
SELL -1.17% 23.6K $575000
CLB|Core Laboratories
SELL EXIT
MTD|Mettler Toledo
BUY +17.15% 1.5K $831000
Enstar Group
BUY +0.52% 3.8K $644000
IPGP|IPG Photonics
BUY +1.31% 5.2K $587000
HALO|Halozyme Therapeutics
BUY +18.12% 51.8K $758000
MPWR|Monolithic Power System
BUY NEW 6.5K $759000
AMG|Affiliated Managers Group
SELL EXIT
MKSI|MKS Instruments
SELL -1.20% 7.3K $469000 -33.4%
GOOG|Alphabet Class C
BUY +5.45% 445 $461000
JPM|JPMorgan Chase
BUY +12.81% 2.9K $285000
HON|Honeywell
BUY +6.36% 1.6K $214000
2018-Q3
AAPL|Apple
SELL -2.36% 129.7K $29M
Cooper Companies
SELL -2.15% 99.2K $27M
CSCO|Cisco Systems
BUY +1.00% 531.1K $26M
V|Visa
SELL -7.98% 160.7K $24M
FISV|Fiserv
SELL -2.71% 291.2K $24M
MSFT|Microsoft
SELL -1.32% 205.9K $24M
DHR|Danaher
BUY +5.71% 216.3K $24M
LZAGY|Lonza Group ADR
SELL -1.97% 687.4K $23M
ORLY|O'Reilly Automotive
SELL -14.36% 66.3K $23M
BMRN|BioMarin Pharmaceuticals
SELL -1.83% 237.3K $23M
VRSK|Verisk Analytics
SELL -2.31% 189.9K $23M
BAC|Bank of America
SELL -0.45% 754.2K $22M
SCHW|Charles Schwab
SELL -2.19% 424.0K $21M
AXP|American Express
SELL -0.05% 207.2K $22M
AMT|American Tower
SELL -2.23% 146.2K $21M
ADBE|Adobe Systems
SELL -3.56% 79.8K $22M
SHW|Sherwin-Williams
SELL -2.36% 47.1K $21M
UTXZ|United Technologies
SELL -2.04% 151.4K $21M
GOOGL|Alphabet Class A
SELL -3.79% 17.5K $21M
LKQ|LKQ Corporation
SELL -2.06% 639.2K $20M
CNC|Centene Corporation
SELL -0.66% 141.7K $21M +23.1%
BP|BP PLC
SELL -0.06% 431.2K $20M
L|Loews
BUY +0.18% 375.6K $19M
META|Facebook Inc-A
SELL -2.52% 92.3K $15M
CERNCHF|Cerner
SELL -1.55% 273.0K $18M
GM|General Motors
BUY +3.17% 457.3K $15M
APH|Amphenol
SELL -2.11% 185.5K $17M
Accenture
SELL -3.27% 101.0K $17M
ENB|Enbridge
SELL -2.96% 455.3K $15M
IBM|Intl Business Machines
BUY +1.31% 105.2K $16M
RDS/A|Royal Dutch Shell Class A
BUY +17.79% 233.3K $16M
NKE|Nike
SELL -12.77% 172.0K $15M
JNJ|Johnson & Johnson
SELL -0.05% 113.3K $16M
BRK-B|Berkshire Hathaway B
SELL -0.93% 71.5K $15M
BLK|BlackRock
SELL -22.08% 23.8K $11M
ETN|Eaton
BUY +0.11% 172.7K $15M
WFC|Wells Fargo
SELL -0.21% 262.9K $14M
ANG-PD|American Intl Group
BUY +20.58% 272.6K $15M
EOG|EOG Resources
SELL -1.98% 113.8K $15M
ALB|Albemarle
SELL -1.29% 139.4K $14M
CHKP|Check Point Tech Software
SELL -6.71% 117.0K $14M
MRSH|Marsh & McLennan
BUY +0.15% 163.4K $14M
INTC|Intel
BUY +0.20% 267.4K $13M
CB|Chubb Limited
SELL -0.21% 96.2K $13M
DD|DowDupont Inc.
BUY +0.07% 183.4K $12M
BDX|Becton Dickinson
SELL -0.05% 41.5K $11M
UNH|UnitedHealth Group
SELL -0.55% 39.2K $10M
GE|General Electric
SELL -0.12% 764.4K $9M
WU|Western Union
SELL -0.22% 493.0K $9M
GD|Genl Dynamics Corp
BUY +0.09% 48.5K $10M
SWK|Stanley Black & Decker Inc.
SELL -0.06% 66.4K $10M
BWP|Boardwalk Pipeline Partners
SELL EXIT
AMGN|Amgen
BUY +8.30% 11.6K $2M
XOM|Exxon Mobil
BUY +11.57% 28.1K $2M
QCOM|Qualcomm
BUY +5.90% 32.8K $2M
MGP|MGM Growth Properties
BUY +11.18% 76.4K $2M
CMI|Cummins
BUY NEW 15.4K $2M
LMT|Lockheed Martin
BUY +12.91% 6.4K $2M
LYB|LyondellBasell Industries
BUY +13.83% 20.2K $2M
4I1|Philip Morris
BUY +25.93% 24.1K $2M
ABBV|AbbVie
BUY +14.85% 20.5K $2M
PSX|Phillips 66
BUY +11.29% 16.9K $2M
MRK|Merck
BUY +15.13% 26.0K $2M
BA|Boeing
BUY +15.10% 4.9K $2M
HXL|Hexcel
BUY +10.67% 26.8K $2M
AZPNUSD|Aspen Technology
SELL -16.92% 15.2K $2M
PTVCB|Protective Insurance
BUY NEW 75.6K $2M
AMZN|Amazon.com
SELL -5.13% 851 $2M
ORI|Old Republic International
SELL EXIT
QLYS|Qualys
SELL -4.55% 18.5K $2M
PRU|Prudential Financial
BUY +19.82% 15.2K $2M
CPRT|Copart
SELL -13.60% 20.3K $1M
OMCL|Omnicell
SELL -12.53% 18.0K $1M
WBS|Webster Financial Corp.
BUY +19.09% 21.7K $1M
JKHY|Jack Henry & Associates
SELL -20.01% 7.6K $1M
Baldwin & Lyons cl B
SELL EXIT
DNKN|Dunkin' Brands
BUY +1.22% 15.3K $1M
POOL|Pool
BUY +1.40% 6.7K $1M
ICFI|ICF International
SELL -12.46% 13.8K $1M
DY|Dycom Industries
BUY +22.71% 12.5K $1M
AKX|Ansys
BUY +3.94% 5.6K $1M
CLB|Core Laboratories
BUY +1.93% 7.4K $856000
HCSG|Healthcare Services Group
BUY +1.93% 21.5K $872000
SBAC|SBA Communications
BUY +1.15% 5.6K $892000
CHD|Church & Dwight
SELL -1.88% 15.2K $903000
PRAA|PRA Group
BUY +3.05% 23.9K $860000
AMN|AMN Healthcare Services
BUY +15.88% 16.2K $887000
GMAB|Genmab ADR
BUY +3.76% 54.9K $865000
Enstar Group
BUY +0.74% 3.8K $798000
IPGP|IPG Photonics
BUY +57.46% 5.1K $798000
HALO|Halozyme Therapeutics
BUY +16.84% 43.9K $797000
MTD|Mettler Toledo
BUY +3.89% 1.3K $764000
AMG|Affiliated Managers Group
BUY +0.78% 4.8K $658000
MKSI|MKS Instruments
BUY +3.34% 7.3K $589000
CMG|Computer Modelling Group
SELL EXIT
GOOG|Alphabet Class C
BUY +10.18% 422 $504000
LLY|LabCorp
SELL -1.38% 2.3K $396000
IDXX|Idexx Laboratories
BUY +6.25% 1.3K $318000
JPM|JPMorgan Chase
BUY +9.23% 2.6K $292000
SBUX|Starbucks
BUY NEW 4.0K $227000
2018-Q2
SCHW|Charles Schwab
SELL -9.69% 433.5K $22M
AAPL|Apple
SELL -6.82% 132.8K $25M
Cooper Companies
BUY +21.46% 101.4K $24M
V|Visa
SELL -10.27% 174.6K $23M
AMT|American Tower
SELL -5.88% 149.5K $22M
FISV|Fiserv
SELL -7.29% 299.3K $22M
BAC|Bank of America
SELL -0.38% 757.6K $21M
BMRN|BioMarin Pharmaceuticals
SELL -3.32% 241.7K $23M
CSCO|Cisco Systems
BUY +0.27% 525.8K $23M
LKQ|LKQ Corporation
BUY +13.48% 652.7K $21M
ORLY|O'Reilly Automotive
SELL -1.16% 77.4K $21M
DHR|Danaher
SELL -5.05% 204.6K $20M
MSFT|Microsoft
SELL -9.21% 208.6K $21M
VRSK|Verisk Analytics
SELL -1.42% 194.4K $21M
GOOGL|Alphabet Class A
SELL -9.40% 18.2K $21M
AXP|American Express
SELL -0.16% 207.3K $20M
ADBE|Adobe Systems
SELL -10.82% 82.7K $20M
BP|BP PLC
SELL -0.22% 431.4K $20M
SHW|Sherwin-Williams
SELL -1.35% 48.2K $20M
UTXZ|United Technologies
SELL -0.67% 154.5K $19M
LZAGY|Lonza Group ADR
SELL -14.03% 701.2K $19M
BLK|BlackRock
SELL -11.99% 30.6K $15M
L|Loews
SELL -0.26% 374.9K $18M
META|Facebook Inc-A
SELL -15.52% 94.7K $18M
CERNCHF|Cerner
SELL -10.60% 277.3K $17M
CNC|Centene Corporation
BUY NEW 142.6K $18M
GM|General Motors
BUY +0.04% 443.2K $17M
APH|Amphenol
SELL -5.38% 189.5K $17M
Accenture
SELL -4.25% 104.4K $17M
ENB|Enbridge
BUY +0.07% 469.2K $17M
IBM|Intl Business Machines
BUY +0.42% 103.8K $15M
NKE|Nike
SELL -15.61% 197.1K $16M
EOG|EOG Resources
SELL -17.56% 116.1K $14M
WFC|Wells Fargo
SELL -0.72% 263.4K $15M
JNJ|Johnson & Johnson
SELL -0.40% 113.3K $14M
BRK-B|Berkshire Hathaway B
SELL -0.10% 72.2K $13M
INTC|Intel
SELL -0.27% 266.8K $13M
ETN|Eaton
SELL -0.13% 172.6K $13M
RDS/A|Royal Dutch Shell Class A
SELL -0.22% 198.1K $14M
CHKP|Check Point Tech Software
SELL -8.32% 125.4K $12M
MRSH|Marsh & McLennan
SELL -0.16% 163.2K $13M
ALB|Albemarle
BUY +18.31% 141.2K $13M
CB|Chubb Limited
SELL -0.18% 96.4K $12M
7HP|HP INC
BUY +0.06% 572.4K $13M
ANG-PD|American Intl Group
SELL -0.20% 226.1K $12M
DD|DowDupont Inc.
SELL -0.20% 183.3K $12M
INCY|Incyte
SELL EXIT
GD|Genl Dynamics Corp
SELL -0.18% 48.5K $9M
GCI1EUR|Gannett
SELL EXIT
GE|General Electric
SELL -0.36% 765.3K $10M
SWK|Stanley Black & Decker Inc.
SELL -0.28% 66.5K $9M
WU|Western Union
SELL -0.25% 494.1K $10M
BDX|Becton Dickinson
SELL -0.08% 41.5K $10M
UNH|UnitedHealth Group
SELL -0.04% 39.4K $10M
HPE|Hewlett Packard Enterprise
BUY +0.07% 541.5K $8M
TGNA|Tegna Inc.
BUY +80.03% 869.0K $9M
TUP|Tupperware Brands
SELL EXIT
BWP|Boardwalk Pipeline Partners
SELL -0.19% 724.2K $8M
VIAB|Viacom Cl B
BUY +0.04% 208.8K $6M
MGP|MGM Growth Properties
BUY +4.28% 68.8K $2M
XOM|Exxon Mobil
BUY +3.98% 25.2K $2M
AMGN|Amgen
BUY +17.22% 10.7K $2M
LYB|LyondellBasell Industries
BUY +1.73% 17.8K $2M
LMT|Lockheed Martin
BUY +6.36% 5.7K $2M
ORI|Old Republic International
BUY +3.82% 84.4K $2M
QCOM|Qualcomm
BUY +5.75% 31.0K $2M
PSX|Phillips 66
BUY +3.99% 15.1K $2M
AZPNUSD|Aspen Technology
BUY +3.78% 18.3K $2M
ABBV|AbbVie
BUY +16.97% 17.8K $2M
QLYS|Qualys
SELL -3.17% 19.4K $2M
HXL|Hexcel
BUY +5.92% 24.2K $2M
4I1|Philip Morris
BUY +23.17% 19.2K $2M
AMZN|Amazon.com
BUY +12.55% 897 $2M
BA|Boeing
BUY +6.10% 4.3K $1M
CPRT|Copart
SELL -14.89% 23.5K $1M
MRK|Merck
BUY +2.73% 22.6K $1M
JKHY|Jack Henry & Associates
BUY +5.30% 9.5K $1M
PRU|Prudential Financial
BUY +10.53% 12.7K $1M
Baldwin & Lyons cl B
BUY NEW 48.4K $1M
WBS|Webster Financial Corp.
BUY +13.71% 18.2K $1M
ICFI|ICF International
BUY +5.29% 15.8K $1M
OMCL|Omnicell
SELL -7.49% 20.6K $1M
DNKN|Dunkin' Brands
BUY +6.79% 15.1K $1M
DY|Dycom Industries
BUY +4.92% 10.2K $963000
AMG|Affiliated Managers Group
SELL -11.12% 4.8K $710000
POOL|Pool
BUY +7.61% 6.6K $1M
GMAB|Genmab ADR
BUY +504.81% 52.9K $811000
AKX|Ansys
BUY +7.83% 5.4K $938000
CLB|Core Laboratories
SELL -4.28% 7.3K $916000
HCSG|Healthcare Services Group
BUY +21.00% 21.1K $910000
SBAC|SBA Communications
BUY +6.33% 5.5K $906000
PRAA|PRA Group
BUY +5.63% 23.2K $894000
CHD|Church & Dwight
BUY +5.43% 15.5K $824000
AMN|AMN Healthcare Services
BUY +6.76% 14.0K $820000
Enstar Group
BUY +5.09% 3.8K $787000
HALO|Halozyme Therapeutics
SELL -3.81% 37.6K $634000
IPGP|IPG Photonics
BUY +6.95% 3.2K $716000
MTD|Mettler Toledo
BUY +24.18% 1.2K $698000
MKSI|MKS Instruments
BUY NEW 7.1K $680000
CMG|Computer Modelling Group
BUY +4.22% 74.0K $561000
MIDD|Middleby
SELL EXIT
GOOG|Alphabet Class C
SELL -3.77% 383 $427000
LLY|LabCorp
SELL -7.78% 2.3K $415000
JPM|JPMorgan Chase
SELL -0.34% 2.4K $247000
SBUX|Starbucks
SELL EXIT
HON|Honeywell
SELL -3.11% 1.5K $220000
2018-Q1
GOOGL|Alphabet Class A
SELL -29.84% 20.1K $21M
SCHW|Charles Schwab
SELL -4.03% 480.0K $25M
BAC|Bank of America
SELL -8.62% 760.5K $23M
AAPL|Apple
BUY +0.30% 142.5K $24M
V|Visa
SELL -3.68% 194.6K $23M
META|Facebook Inc-A
SELL -14.55% 112.0K $18M
AMT|American Tower
SELL -0.82% 158.8K $23M
FISV|Fiserv
BUY +89.45% 322.8K $23M
CSCO|Cisco Systems
BUY +1.09% 524.4K $22M
BMRN|BioMarin Pharmaceuticals
BUY +0.89% 250.0K $20M
LKQ|LKQ Corporation
BUY +12.15% 575.1K $22M
DHR|Danaher
SELL -0.57% 215.5K $21M
MSFT|Microsoft
BUY NEW 229.8K $21M
CERNCHF|Cerner
BUY +0.08% 310.2K $18M
AXP|American Express
BUY +0.05% 207.6K $19M
VRSK|Verisk Analytics
BUY +8.00% 197.2K $21M
ADBE|Adobe Systems
SELL -7.62% 92.7K $20M
LZAGY|Lonza Group ADR
BUY +10.59% 815.6K $19M
UTXZ|United Technologies
BUY +10.01% 155.6K $20M
SHW|Sherwin-Williams
BUY +2.89% 48.9K $19M
ORLY|O'Reilly Automotive
BUY +18.49% 78.4K $19M
Cooper Companies
BUY +1.06% 83.5K $19M
BLK|BlackRock
SELL -2.52% 34.7K $19M
L|Loews
BUY +0.02% 375.8K $19M
APH|Amphenol
SELL -6.47% 200.2K $17M
Accenture
SELL -8.95% 109.1K $17M
BP|BP PLC
BUY +0.11% 432.4K $18M
ENB|Enbridge
BUY +1.22% 468.8K $15M
GM|General Motors
BUY +1.54% 443.0K $16M
CL|Colgate-Palmolive
SELL EXIT
WFC|Wells Fargo
BUY +0.35% 265.4K $14M
JNJ|Johnson & Johnson
BUY +0.02% 113.8K $15M
IBM|Intl Business Machines
BUY +1.24% 103.4K $16M
ALB|Albemarle
SELL -2.50% 119.3K $11M
NKE|Nike
SELL -0.42% 233.6K $16M
EOG|EOG Resources
SELL -0.83% 140.8K $15M
CHKP|Check Point Tech Software
SELL -6.36% 136.8K $14M
BRK-B|Berkshire Hathaway B
BUY +5.75% 72.3K $14M
CB|Chubb Limited
BUY +0.01% 96.6K $13M
INTC|Intel
BUY +0.48% 267.6K $14M
ETN|Eaton
BUY +0.06% 172.8K $14M
MRSH|Marsh & McLennan
BUY +0.03% 163.4K $13M
RDS/A|Royal Dutch Shell Class A
BUY +0.02% 198.5K $13M
GE|General Electric
BUY +1.47% 768.1K $10M
INCY|Incyte
BUY +0.96% 140.4K $12M
DD|DowDupont Inc.
SELL -0.03% 183.7K $12M
ANG-PD|American Intl Group
BUY +22.51% 226.6K $12M
KBR|KBR, Inc.
SELL EXIT
SWK|Stanley Black & Decker Inc.
BUY +0.03% 66.7K $10M
BDX|Becton Dickinson
SELL -19.24% 41.6K $9M
GD|Genl Dynamics Corp
BUY +0.78% 48.6K $11M
HN9|Hanesbrands
SELL EXIT
WU|Western Union
BUY +0.01% 495.3K $10M
BWP|Boardwalk Pipeline Partners
BUY +0.01% 725.5K $7M
UNH|UnitedHealth Group
BUY +6.27% 39.4K $8M
LMT|Lockheed Martin
SELL -9.41% 5.3K $2M
LYB|LyondellBasell Industries
BUY +9.62% 17.5K $2M
XOM|Exxon Mobil
BUY +21.43% 24.2K $2M
MGP|MGM Growth Properties
BUY +19.67% 65.9K $2M
ORI|Old Republic International
BUY +13.86% 81.3K $2M
QCOM|Qualcomm
BUY +12.33% 29.3K $2M
AMGN|Amgen
BUY +10.27% 9.2K $2M
ABBV|AbbVie
SELL -5.40% 15.2K $1M
4I1|Philip Morris
BUY +20.27% 15.6K $2M
HXL|Hexcel
BUY +38.88% 22.9K $1M
QLYS|Qualys
BUY +23.63% 20.0K $1M
BA|Boeing
SELL -17.37% 4.1K $1M
CPRT|Copart
SELL -5.03% 27.6K $1M
PSX|Phillips 66
BUY +14.90% 14.6K $1M
AZPNUSD|Aspen Technology
BUY +42.22% 17.7K $1M
MRK|Merck
BUY +19.69% 22.0K $1M
PRU|Prudential Financial
BUY +22.66% 11.5K $1M
AMZN|Amazon.com
BUY +101.77% 797 $1M
JKHY|Jack Henry & Associates
BUY +2.92% 9.0K $1M
DY|Dycom Industries
BUY +2.83% 9.7K $1M
AMG|Affiliated Managers Group
BUY +5.05% 5.4K $1M
SBAC|SBA Communications
SELL -17.83% 5.2K $882000
OMCL|Omnicell
BUY +6.15% 22.3K $967000
GMAB|Genmab ADR
BUY +19.81% 8.8K $949000
POOL|Pool
BUY +0.31% 6.2K $903000
WBS|Webster Financial Corp.
BUY NEW 16.0K $887000
CHD|Church & Dwight
SELL -16.03% 14.7K $741000
ICFI|ICF International
BUY +14.15% 15.0K $875000
DNKN|Dunkin' Brands
BUY +10.20% 14.2K $846000
MIDD|Middleby
SELL -33.93% 4.1K $512000
PRAA|PRA Group
SELL -1.33% 21.9K $834000
CLB|Core Laboratories
BUY +2.03% 7.6K $820000
AKX|Ansys
SELL -3.03% 5.0K $783000
HALO|Halozyme Therapeutics
BUY +1.17% 39.0K $765000
Enstar Group
BUY +9.52% 3.6K $760000
HCSG|Healthcare Services Group
BUY NEW 17.4K $757000
AMN|AMN Healthcare Services
BUY +10.28% 13.1K $744000
IPGP|IPG Photonics
SELL -8.42% 3.0K $708000
NVR|NVR Inc.
SELL EXIT
HDSUSD|HD Supply
SELL EXIT
MTD|Mettler Toledo
BUY +7.64% 972 $559000
CMG|Computer Modelling Group
BUY +7.47% 71.0K $512000
GOOG|Alphabet Class C
BUY +18.10% 398 $411000
LLY|LabCorp
BUY +0.32% 2.5K $406000
CRTO|Criteo
SELL EXIT
IDXX|Idexx Laboratories
BUY NEW 1.2K $230000

Closed Positions for Torray Investment Partners

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
MO|Altria Group
2018-Q4 → 2025-Q3 (6.7y) $18.3M $18.9M $+623.8K +3.4% +0.5%
WRB|W.R. Berkley
2023-Q2 → 2025-Q3 (2.2y) $10.9M $17.3M $+6.3M +57.9% +22.6%
SNPS|Synopsys
2024-Q3 → 2025-Q3 (1.0y) $9.4M $10.6M $+1.2M +12.9% +13.0%
DLR|Digital Realty Trust
2022-Q3 → 2025-Q3 (3.0y) $3.8M $5.2M $+1.3M +34.2% +10.3%
LNTH|Lantheus Holdings
2022-Q4 → 2025-Q3 (2.7y) $1.8M $2.1M $+255.5K +13.8% +4.8%
SLB|SLB
2021-Q1 → 2025-Q2 (4.2y) $17.1M $22.2M $+5.2M +30.2% +6.4%
CB|Chubb Limited
2022-Q2 → 2025-Q2 (3.0y) $11.2M $15.3M $+4.1M +37.1% +11.1%
HPE|Hewlett Packard Enterprise
2024-Q3 → 2025-Q2 (0.7y) $14.7M $13.2M $-1.5M -10.3% -13.5%
KEYS|Keysight Technologies
2024-Q1 → 2025-Q2 (1.2y) $12.8M $13.1M $+372.3K +2.9% +2.3%
ULTA|Ulta Beauty
2024-Q2 → 2025-Q2 (1.0y) $10.6M $11.1M $+457.9K +4.3% +4.3%
MA|Mastercard
2020-Q2 → 2025-Q2 (0.2y) $200.9K $205.3K $+4.4K +2.2% +2.2%
TMO|Thermo Fisher Scientific
2024-Q3 → 2025-Q2 (0.7y) $244.1K $166.7K $-77.3K -31.7% -39.9%
UPS|United Parcel Service
2024-Q1 → 2025-Q1 (1.0y) $5.1M $4.2M $-936.5K -18.3% -18.4%
BND|Vanguard Total Bond Market ETF
2021-Q4 → 2025-Q1 (3.2y) $1.7M $1.4M $-229.0K -13.8% -4.5%
NVDA|NVIDIA
2024-Q2 → 2025-Q1 (0.7y) $276.4K $371.3K $+94.9K +34.3% +48.4%
RKLB|Rocket Lab USA
2024-Q4 → 2025-Q1 (0.2y) $156.2K $221.8K $+65.5K +41.9% +41.9%
PTC|PTC Inc
2024-Q3 → 2025-Q1 (0.5y) $199.9K $190.8K $-9.1K -4.5% -8.9%
MTN|Vail Resorts
2022-Q4 → 2024-Q4 (2.0y) $5.2M $4.2M $-971.2K -18.6% -9.8%
RTX|RTX
2024-Q3 → 2024-Q4 (0.2y) $198.4K $203.6K $+5.1K +2.6% +2.6%
UHS|Universal Health Services
2024-Q3 → 2024-Q4 (0.2y) $221.8K $203.5K $-18.3K -8.3% -8.3%
TROW|T. Rowe Price Group
2022-Q1 → 2024-Q3 (2.5y) $25.2M $20.1M $-5.0M -20.0% -8.6%
CSCO|Cisco Systems
2022-Q2 → 2024-Q3 (2.2y) $3.4M $3.4M $-44.1K -1.3% -0.6%
BMRN|BioMarin Pharmaceuticals
2022-Q2 → 2024-Q3 (2.2y) $1.4M $1.5M $+49.1K +3.4% +1.5%
RYCEY|Rolls-Royce
2024-Q2 → 2024-Q3 (0.2y) $268.5K $308.0K $+39.5K +14.7% +14.7%
MRK|Merck
2023-Q3 → 2024-Q3 (1.0y) $219.4K $240.3K $+20.9K +9.5% +9.5%
KHC|Kraft Heinz
2019-Q4 → 2024-Q2 (4.5y) $15.8M $19.3M $+3.5M +21.9% +4.5%
IDXX|Idexx Laboratories
2018-Q1 → 2024-Q2 (6.2y) $3.9M $6.8M $+2.9M +75.2% +9.4%
ABT|Abbott Labs
2022-Q4 → 2024-Q2 (1.5y) $233.9K $241.0K $+7.1K +3.0% +2.0%
POOL|Pool
2019-Q3 → 2024-Q1 (4.5y) $4.6M $6.6M $+2.0M +44.2% +8.5%
GILD|Gilead Sciences
2020-Q1 → 2024-Q1 (4.0y) $3.7M $4.1M $+443.8K +12.0% +2.9%
PAYX|Paychex
2021-Q1 → 2024-Q1 (3.0y) $2.2M $2.7M $+529.6K +24.4% +7.6%
ZBRA|Zebra Technologies
2020-Q1 → 2024-Q1 (4.0y) $1.7M $2.3M $+605.1K +35.7% +8.0%
GM|General Motors
2021-Q4 → 2023-Q4 (2.0y) $19.3M $13.3M $-6.1M -31.3% -17.2%
CCI|Crown Castle
2022-Q2 → 2023-Q4 (1.5y) $5.2M $3.8M $-1.4M -27.6% -19.4%
VICR|Vicor
2021-Q4 → 2023-Q4 (2.0y) $2.0M $1.1M $-929.8K -46.0% -26.6%
VRRM|Verra Mobility
2019-Q3 → 2023-Q3 (4.0y) $1.8M $2.4M $+521.0K +28.4% +6.5%
SBUX|Starbucks
2018-Q3 → 2023-Q3 (5.0y) $294.9K $473.1K $+178.2K +60.5% +9.9%
DIS|Walt Disney
2020-Q2 → 2023-Q2 (3.0y) $15.8M $15.5M $-294.8K -1.9% -0.6%
BMY|Bristol-Myers Squibb
2020-Q1 → 2023-Q2 (3.2y) $13.9M $15.1M $+1.2M +8.4% +2.5%
MUB|ISHARES TR
2021-Q4 → 2023-Q2 (1.5y) $435.6K $401.1K $-34.5K -7.9% -5.4%
DD|DuPont de Nemours
2019-Q2 → 2023-Q1 (3.7y) $7.4M $8.5M $+1.1M +15.3% +3.9%
SCHW|Charles Schwab
2021-Q1 → 2023-Q1 (2.0y) $5.2M $6.1M $+884.4K +17.1% +8.2%
MCD|McDonalds
2020-Q1 → 2023-Q1 (3.0y) $2.3M $2.8M $+510.9K +22.1% +6.9%
HII|Huntington Ingalls
2021-Q4 → 2023-Q1 (1.2y) $2.0M $2.2M $+273.4K +13.9% +11.0%
VOT|Vanguard Mid Cap Grwth
2022-Q4 → 2023-Q1 (0.2y) $410.8K $433.7K $+22.9K +5.6% +5.6%
GPC|Genuine Parts Co
2020-Q4 → 2022-Q4 (2.0y) $12.1M $20.2M $+8.1M +66.9% +29.3%
MKSI|MKS Instruments
2018-Q2 → 2022-Q4 (4.5y) $1.3M $1.1M $-156.7K -12.5% -2.9%
RCKT|Rocket Pharmaceuticals
2022-Q1 → 2022-Q4 (0.7y) $923.0K $1.1M $+162.8K +17.6% +24.3%
AVGO|BROADCOM INC
2021-Q4 → 2022-Q4 (1.0y) $92.1K $84.7K $-7.4K -8.0% -8.0%
RNR|RenaissanceRe
2022-Q1 → 2022-Q3 (0.5y) $9.2M $8.2M $-1.0M -10.9% -20.7%
AMAT|Applied Materials
2021-Q4 → 2022-Q3 (0.7y) $12.0M $8.2M $-3.8M -31.8% -40.0%
ENTG|Entegris
2021-Q4 → 2022-Q3 (0.7y) $4.5M $3.1M $-1.4M -30.4% -38.5%
CB|Chubb Limited
2022-Q1 → 2022-Q2 (0.2y) $10.9M $11.1M $+232.1K +2.1% +2.1%
CMCSA|Comcast Classs A
2022-Q1 → 2022-Q2 (0.2y) $8.4M $7.4M $-967.1K -11.5% -11.5%
AMT|American Tower
2022-Q1 → 2022-Q2 (0.2y) $6.6M $6.9M $+308.1K +4.7% +4.7%
ADBE|Adobe Systems
2022-Q1 → 2022-Q2 (0.2y) $6.9M $5.9M $-970.0K -14.1% -14.1%
ACN|Accenture
2022-Q1 → 2022-Q2 (0.2y) $4.8M $4.3M $-461.1K -9.7% -9.7%
CCI|Crown Castle International
2022-Q1 → 2022-Q2 (0.2y) $2.5M $2.6M $+104.8K +4.3% +4.3%
ABBV|Abbvie
2022-Q1 → 2022-Q2 (0.2y) $2.4M $2.6M $+135.6K +5.6% +5.6%
BX|Blackstone Group
2022-Q1 → 2022-Q2 (0.2y) $2.8M $2.5M $-337.8K -12.0% -12.0%
CSCO|Cisco Systems
2022-Q1 → 2022-Q2 (0.2y) $2.0M $1.7M $-252.5K -12.8% -12.8%
GOOGL|Alphabet Class A
2022-Q1 → 2022-Q2 (0.2y) $1.1M $940.2K $-160.7K -14.6% -14.6%
BMRN|BioMarin Pharmaceuticals
2022-Q1 → 2022-Q2 (0.2y) $977.8K $920.6K $-57.2K -5.8% -5.8%
GOOGL|Alphabet Class C
2022-Q1 → 2022-Q2 (0.2y) $43.0K $36.7K $-6.3K -14.6% -14.6%
CMCSA|Comcast Class A
2020-Q3 → 2022-Q1 (1.5y) $14.8M $14.4M $-335.1K -2.3% -1.5%
TROW|T. Rowe Price Group
2021-Q4 → 2022-Q1 (0.2y) $11.8M $8.7M $-3.1M -26.2% -26.2%
BX|Blackstone Group
2019-Q2 → 2022-Q1 (2.7y) $2.7M $5.6M $+2.8M +103.5% +29.6%
CMI|Cummins
2018-Q3 → 2022-Q1 (3.5y) $2.5M $3.4M $+866.0K +34.8% +8.9%
TDOC|Teladoc
2019-Q3 → 2022-Q1 (2.5y) $1.5M $2.0M $+485.6K +31.4% +11.6%
RCKT|Rocket Pharmaceuticals
2022-Q4 → 2022-Q1 (2.2y) $1.4M $1.5M $+121.7K +8.7% +3.8%
IGSB|ISHARES TR
2021-Q4 → 2022-Q1 (0.2y) $771.6K $751.5K $-20.1K -2.6% -2.6%
LQD|ISHARES TR
2021-Q4 → 2022-Q1 (0.2y) $438.0K $408.3K $-29.7K -6.8% -6.8%
MBB|ISHARES TR
2021-Q4 → 2022-Q1 (0.2y) $257.4K $249.4K $-7.9K -3.1% -3.1%
WMT|Walmart
2021-Q4 → 2022-Q1 (0.2y) $66.5K $65.7K $-834 -1.2% -1.2%
ROP|Roper Technologies
2023-Q4 → 2021-Q4 (3.0y) $18.7M $23.9M $+5.2M +27.8% +8.5%
MMM|3M Company
2020-Q1 → 2021-Q4 (1.7y) $1.6M $1.8M $+166.4K +10.5% +5.9%
ORCL|Oracle
2020-Q3 → 2021-Q3 (1.0y) $13.4M $20.3M $+6.9M +51.8% +52.0%
SEIC|SEI Investments
2020-Q3 → 2021-Q3 (1.0y) $12.0M $13.7M $+1.8M +14.6% +14.7%
IWP|iShares Russell Midcap Growth
2021-Q1 → 2021-Q3 (0.5y) $214.4K $234.8K $+20.4K +9.5% +20.0%
MSI|Motorola Solutions
2019-Q4 → 2021-Q2 (1.5y) $4.5M $5.3M $+844.5K +18.8% +12.2%
CYBR|CyberArk Software
2025-Q1 → 2021-Q2 (2.2y) $1.9M $2.3M $+353.1K +18.5% +7.9%
NFLX|Netflix
2020-Q4 → 2021-Q2 (0.5y) $19.4K $19.4K $-13 -0.1% -0.1%
CNC|Centene
2018-Q2 → 2021-Q1 (2.7y) $19.5M $18.7M $-748.7K -3.8% -1.4%
CVS|CVS Health
2020-Q1 → 2021-Q1 (1.0y) $2.0M $2.1M $+31.3K +1.5% +1.5%
SYY|Sysco
2020-Q1 → 2020-Q4 (0.7y) $14.9M $13.8M $-1.1M -7.4% -9.7%
DOW|Dow Inc.
2019-Q2 → 2020-Q3 (1.2y) $7.3M $6.2M $-1.1M -15.3% -12.5%
LVS|Las Vegas Sands
2019-Q1 → 2020-Q2 (1.2y) $2.1M $1.8M $-316.8K -15.0% -12.2%
CHKP|Check Point Software
2019-Q3 → 2020-Q1 (0.5y) $14.0M $14.1M $+198.4K +1.4% +2.9%
IPG|Interpublic Group
2019-Q1 → 2020-Q1 (1.0y) $2.0M $2.1M $+64.6K +3.2% +3.2%
EPD|Enterprise Products Prtnrs
2018-Q4 → 2020-Q1 (1.2y) $1.7M $1.6M $-66.4K -4.0% -3.2%
WBS|Webster Financial Corp
2018-Q1 → 2020-Q1 (2.0y) $1.5M $1.2M $-291.7K -19.3% -10.2%
IWD|iShares Russell 1000V
2019-Q4 → 2020-Q1 (0.2y) $368.2K $376.3K $+8.1K +2.2% +2.2%
VONG|Vanguard Russell 1000 Growth
2019-Q2 → 2020-Q1 (0.7y) $87.2K $98.0K $+10.8K +12.4% +16.9%
CTVA|Corteva Inc.
2019-Q3 → 2019-Q4 (0.2y) $2.9M $2.7M $-273.3K -9.3% -9.3%
SSNC|SS&C Technologies
2018-Q4 → 2019-Q3 (0.7y) $16.1M $16.8M $+620.2K +3.8% +5.2%
CTVA|Corteva, Inc.
2019-Q2 → 2019-Q3 (0.2y) $2.8M $3.0M $+170.6K +6.1% +6.1%
HCSG|Healthcare Services Group
2018-Q1 → 2019-Q3 (1.5y) $1.3M $735.4K $-580.4K -44.1% -32.2%
PYPL|PayPal
2019-Q2 → 2019-Q3 (0.2y) $207.9K $202.4K $-5.5K -2.6% -2.6%
BX|Blackstone
2018-Q4 → 2019-Q2 (0.5y) $1.7M $2.0M $+331.4K +19.9% +43.9%
WAB|Wabtec Corporation
2019-Q1 → 2019-Q2 (0.2y) $295.3K $292.1K $-3.3K -1.1% -1.1%