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