YTD
74.5%
n/a
3.8%
n/a
n/a
3.8%
3 mo
7.9%
n/a
0.8%
n/a
n/a
0.8%
6 mo
24.0%
n/a
0.8%
n/a
n/a
0.8%
1 year
73.9%
73.9%
3.8%
19.3
73.9%
3.8%
3 years
377.9%
68.4%
3.8%
17.9
51.2%
1.6%
5 years
1156.1%
65.8%
4.5%
14.7
54.9%
2.1%
10 years
7404.3%
53.9%
15.7%
3.4
49.9%
3.4%
All
8713.4%
52.9%
15.7%
3.4
51.4%
3.8%
Compare
*All statistics include broker commissions and fees.
About "AI - Model 1"
This OmniFund is entirely based on a Machine Learning Model, trained on the top 50 stocks in the NASDAQ based on liquidity and a specific proprietary Feature set. A 10 year /1 year Train /Test split is used, which means it trains on 10 years and trades using the trained model on the next year, then moves forward a year and repeats this process. Therefore all trades are generated from knowledge accumulated by the model ahead of each 1-year trading period, which means every trade is "Out of Sample".
IMPORTANT: As a result of the Alpha Test that ended November 30, updates are being made to Model 1. See Ed Downs'
Circle Posts to follow progress.
Switching method: Market-on-Close
12/08/2025
cash
79%
AAPL
3%
CTAS
3%
GOOG
3%
ISRG
3%
LIN
3%
NFLX
3%
SBUX
3%
12/04/2025
cash
88%
AMGN
3%
COST
3%
MU
3%
PEP
3%
12/01/2025
cash
79%
AMGN
3%
BKNG
3%
GILD
3%
INTU
3%
MSTR
3%
TMUS
3%
VRTX
3%
11/04/2025
cash
76%
AVGO
3%
BKNG
3%
GLD
3%
KLAC
3%
MSTR
3%
PANW
3%
QQQ
3%
TSLA
3%
11/03/2025
cash
82%
ADP
3%
BKNG
3%
LIN
3%
MSFT
3%
ORLY
3%
TMUS
3%
10/31/2025
cash
85%
COST
3%
MP
3%
MSFT
3%
ORLY
3%
SBUX
3%
10/30/2025
cash
67%
ADI
3%
CDNS
3%
CEG
3%
DASH
3%
HON
3%
ISRG
3%
KLAC
3%
META
3%
SNPS
3%
TMUS
3%
TSLA
3%
10/29/2025
cash
67%
ADBE
3%
ADI
3%
COST
3%
CTAS
3%
INTU
3%
ISRG
3%
MDLZ
3%
ORLY
3%
PEP
3%
TMUS
3%
TXN
3%
10/28/2025
cash
82%
ADI
3%
COST
3%
GLD
3%
PEP
3%
SNPS
3%
TXN
3%
10/24/2025
cash
85%
ADI
3%
AMGN
3%
CMCSA
3%
COST
3%
LIN
3%
10/23/2025
cash
79%
ADP
3%
AMGN
3%
GILD
3%
MP
3%
NFLX
3%
ORLY
3%
PEP
3%
10/22/2025
cash
55%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AVGO
3%
CEG
3%
CMCSA
3%
DASH
3%
GLD
3%
MP
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PLTR
3%
10/21/2025
cash
82%
APP
3%
AVGO
3%
CEG
3%
GLD
3%
MP
3%
NVDA
3%
10/17/2025
cash
85%
CEG
3%
DASH
3%
GLD
3%
MELI
3%
MP
3%
10/16/2025
cash
31%
AAPL
3%
ADBE
3%
ADP
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
FTNT
3%
INTU
3%
LIN
3%
MAR
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MSTR
3%
ORLY
3%
QQQ
3%
TMUS
3%
TSLA
3%
10/15/2025
cash
67%
ADBE
3%
ADP
3%
BKNG
3%
CDNS
3%
CMCSA
3%
LIN
3%
MELI
3%
MSTR
3%
NFLX
3%
ORLY
3%
SNPS
3%
10/14/2025
cash
58%
ADBE
3%
AMZN
3%
CDNS
3%
CRWD
3%
FTNT
3%
INTC
3%
MELI
3%
META
3%
MSTR
3%
NVDA
3%
PANW
3%
QQQ
3%
SNPS
3%
TXN
3%
10/13/2025
cash
88%
ADP
3%
CMCSA
3%
CSCO
3%
TMUS
3%
10/10/2025
AAPL
2.5%
ADBE
2.5%
ADI
2.5%
ADP
2.5%
AMAT
2.5%
AMD
2.5%
AMGN
2.5%
AMZN
2.5%
AVGO
2.5%
CDNS
2.5%
CEG
2.5%
CMCSA
2.5%
CRWD
2.5%
CSCO
2.5%
CTAS
2.5%
DASH
2.5%
FTNT
2.5%
GOOG
2.5%
HON
2.5%
INTC
2.5%
INTU
2.5%
ISRG
2.5%
KLAC
2.5%
LIN
2.5%
LRCX
2.5%
MAR
2.5%
META
2.5%
MSFT
2.5%
MSTR
2.5%
MU
2.5%
NVDA
2.5%
PANW
2.5%
PLTR
2.5%
QCOM
2.5%
QQQ
2.5%
SHOP
2.5%
SNPS
2.5%
TSLA
2.5%
TXN
2.5%
VRTX
2.5%
10/09/2025
cash
58%
AAPL
3%
ADP
3%
CMCSA
3%
CTAS
3%
DASH
3%
GLD
3%
GOOG
3%
INTU
3%
KLAC
3%
LIN
3%
MAR
3%
MDLZ
3%
ORLY
3%
QCOM
3%
10/08/2025
cash
88%
BKNG
3%
MDLZ
3%
MP
3%
ORLY
3%
10/07/2025
cash
46%
ADI
3%
AMAT
3%
CDNS
3%
CEG
3%
CMCSA
3%
CRWD
3%
FTNT
3%
GOOG
3%
INTU
3%
ISRG
3%
LRCX
3%
MAR
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
TSLA
3%
TXN
3%
10/06/2025
cash
82%
AMGN
3%
APP
3%
CTAS
3%
MDLZ
3%
NVDA
3%
TMUS
3%
10/03/2025
cash
70%
AMD
3%
AMZN
3%
CRWD
3%
CSCO
3%
KLAC
3%
META
3%
PLTR
3%
SNPS
3%
TSLA
3%
TXN
3%
10/02/2025
cash
79%
APP
3%
CDNS
3%
CMCSA
3%
CSCO
3%
MDLZ
3%
SNPS
3%
TSLA
3%
10/01/2025
cash
64%
ADBE
3%
ADI
3%
APP
3%
BKNG
3%
DASH
3%
INTU
3%
ISRG
3%
LIN
3%
MELI
3%
META
3%
NFLX
3%
TXN
3%
09/30/2025
cash
88%
ADBE
3%
AMZN
3%
CEG
3%
INTC
3%
09/29/2025
cash
85%
AVGO
3%
CDNS
3%
GOOG
3%
MDLZ
3%
QCOM
3%
09/26/2025
cash
79%
CDNS
3%
COST
3%
CSCO
3%
MELI
3%
META
3%
SBUX
3%
SHOP
3%
09/25/2025
cash
58%
ADP
3%
AMZN
3%
CEG
3%
CRWD
3%
GILD
3%
ISRG
3%
MDLZ
3%
META
3%
MSFT
3%
MU
3%
PEP
3%
QQQ
3%
TSLA
3%
TXN
3%
09/24/2025
cash
52%
ADBE
3%
APP
3%
CRWD
3%
DASH
3%
GLD
3%
GOOG
3%
MP
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
SBUX
3%
SNPS
3%
VRTX
3%
09/23/2025
cash
76%
ADP
3%
CRWD
3%
CSCO
3%
MAR
3%
META
3%
QQQ
3%
TSLA
3%
VRTX
3%
09/22/2025
cash
73%
AVGO
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
INTC
3%
MAR
3%
META
3%
ORLY
3%
09/18/2025
cash
73%
AAPL
3%
AVGO
3%
BKNG
3%
COST
3%
GLD
3%
MSFT
3%
NFLX
3%
ORLY
3%
TSLA
3%
09/17/2025
cash
76%
AMZN
3%
AVGO
3%
DASH
3%
GLD
3%
MAR
3%
NVDA
3%
ORLY
3%
VRTX
3%
09/16/2025
cash
58%
AMGN
3%
AVGO
3%
BKNG
3%
CEG
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
GILD
3%
HON
3%
LIN
3%
MSFT
3%
PEP
3%
TMUS
3%
09/15/2025
cash
70%
ADBE
3%
AMGN
3%
COST
3%
GILD
3%
ISRG
3%
MDLZ
3%
PEP
3%
SNPS
3%
TMUS
3%
TXN
3%
09/12/2025
cash
73%
ADI
3%
AMGN
3%
AMZN
3%
CSCO
3%
FTNT
3%
INTC
3%
INTU
3%
NFLX
3%
PANW
3%
09/11/2025
cash
88%
AMD
3%
AMZN
3%
META
3%
SBUX
3%
09/10/2025
cash
55%
AAPL
3%
ADP
3%
BKNG
3%
CDNS
3%
COST
3%
HON
3%
INTU
3%
ISRG
3%
MAR
3%
ORLY
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
09/09/2025
cash
85%
AVGO
3%
MAR
3%
QCOM
3%
SBUX
3%
SHOP
3%
09/08/2025
cash
82%
AAPL
3%
AMGN
3%
CEG
3%
MELI
3%
SBUX
3%
TMUS
3%
09/05/2025
cash
70%
ADP
3%
AMD
3%
BKNG
3%
CEG
3%
LIN
3%
MAR
3%
MP
3%
MSFT
3%
NVDA
3%
PLTR
3%
09/03/2025
cash
64%
ADI
3%
AMAT
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
MELI
3%
MP
3%
MSTR
3%
QCOM
3%
TMUS
3%
09/02/2025
cash
55%
ADBE
3%
ADP
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
LRCX
3%
MAR
3%
MELI
3%
ORLY
3%
QQQ
3%
SNPS
3%
TSLA
3%
08/29/2025
cash
82%
AMD
3%
AVGO
3%
MSTR
3%
MU
3%
NFLX
3%
QQQ
3%
08/28/2025
cash
88%
AMGN
3%
GILD
3%
MDLZ
3%
MSTR
3%
08/27/2025
cash
82%
AMGN
3%
BKNG
3%
GILD
3%
MDLZ
3%
META
3%
MSTR
3%
08/26/2025
cash
73%
ADBE
3%
CDNS
3%
CMCSA
3%
MP
3%
MSFT
3%
PEP
3%
SNPS
3%
TMUS
3%
VRTX
3%
08/25/2025
cash
46%
ADP
3%
AMD
3%
AMGN
3%
CDNS
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
ISRG
3%
LIN
3%
MSFT
3%
MSTR
3%
MU
3%
PEP
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
08/22/2025
cash
91%
CTAS
3%
SBUX
3%
TMUS
3%
08/21/2025
cash
37%
AAPL
3%
ADP
3%
AMAT
3%
AMZN
3%
CRWD
3%
FTNT
3%
GILD
3%
ISRG
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
08/20/2025
cash
52%
AAPL
3%
ADBE
3%
AMZN
3%
AVGO
3%
CMCSA
3%
GOOG
3%
INTC
3%
MAR
3%
MELI
3%
MP
3%
MSFT
3%
MU
3%
PEP
3%
QQQ
3%
SHOP
3%
SNPS
3%
08/19/2025
cash
67%
AMAT
3%
APP
3%
CEG
3%
GLD
3%
ISRG
3%
META
3%
MP
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
08/18/2025
cash
73%
AAPL
3%
CTAS
3%
GILD
3%
HON
3%
INTC
3%
LRCX
3%
META
3%
MSFT
3%
VRTX
3%
08/15/2025
cash
64%
AMAT
3%
AMD
3%
CEG
3%
COST
3%
CSCO
3%
GILD
3%
MAR
3%
MSFT
3%
QQQ
3%
SBUX
3%
SHOP
3%
TSLA
3%
08/14/2025
cash
70%
ADP
3%
APP
3%
CEG
3%
COST
3%
CRWD
3%
DASH
3%
FTNT
3%
GLD
3%
ISRG
3%
ORLY
3%
08/13/2025
cash
82%
APP
3%
CDNS
3%
CEG
3%
COST
3%
MU
3%
NFLX
3%
08/11/2025
cash
61%
ADBE
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CTAS
3%
DASH
3%
GLD
3%
KLAC
3%
MAR
3%
MELI
3%
SHOP
3%
TXN
3%
08/08/2025
cash
85%
BKNG
3%
CDNS
3%
CRWD
3%
FTNT
3%
HON
3%
08/07/2025
cash
67%
ADBE
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CRWD
3%
FTNT
3%
HON
3%
INTC
3%
ISRG
3%
META
3%
MSFT
3%
08/06/2025
cash
82%
AMD
3%
AMGN
3%
HON
3%
LRCX
3%
MDLZ
3%
MELI
3%
08/05/2025
cash
55%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
CMCSA
3%
COST
3%
CRWD
3%
CSCO
3%
INTU
3%
ISRG
3%
KLAC
3%
MSFT
3%
MSTR
3%
NFLX
3%
PANW
3%
08/01/2025
cash
40%
AAPL
3%
ADI
3%
ADP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CRWD
3%
CSCO
3%
GOOG
3%
INTU
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
07/31/2025
cash
58%
AMAT
3%
CRWD
3%
FTNT
3%
GILD
3%
INTC
3%
ISRG
3%
LRCX
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
TSLA
3%
07/29/2025
cash
82%
APP
3%
CRWD
3%
DASH
3%
INTC
3%
MP
3%
NFLX
3%
07/28/2025
cash
70%
ADBE
3%
AMGN
3%
CTAS
3%
GILD
3%
LIN
3%
MELI
3%
PEP
3%
SNPS
3%
TMUS
3%
VRTX
3%
07/25/2025
cash
79%
ADBE
3%
AMAT
3%
HON
3%
MELI
3%
PEP
3%
SNPS
3%
TXN
3%
07/24/2025
cash
88%
ADI
3%
COST
3%
ISRG
3%
TSLA
3%
07/23/2025
cash
85%
CRWD
3%
ISRG
3%
LRCX
3%
MSTR
3%
NFLX
3%
07/22/2025
cash
64%
AMAT
3%
APP
3%
AVGO
3%
COST
3%
CTAS
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
QQQ
3%
07/21/2025
cash
85%
ADP
3%
MP
3%
PEP
3%
PLTR
3%
VRTX
3%
07/18/2025
cash
76%
AMAT
3%
AMGN
3%
CDNS
3%
COST
3%
GILD
3%
MSTR
3%
NFLX
3%
VRTX
3%
07/17/2025
cash
85%
GILD
3%
MAR
3%
MELI
3%
MU
3%
QCOM
3%
07/16/2025
cash
73%
ADBE
3%
AMZN
3%
BKNG
3%
CDNS
3%
CEG
3%
CMCSA
3%
COST
3%
DASH
3%
META
3%
07/15/2025
cash
70%
ADP
3%
AMGN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GLD
3%
HON
3%
MDLZ
3%
ORLY
3%
TMUS
3%
07/14/2025
cash
82%
AAPL
3%
CDNS
3%
MU
3%
QCOM
3%
SBUX
3%
SNPS
3%
07/11/2025
cash
58%
ADBE
3%
ADP
3%
AMGN
3%
APP
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GILD
3%
ISRG
3%
MELI
3%
META
3%
NFLX
3%
SHOP
3%
VRTX
3%
07/10/2025
cash
76%
ADBE
3%
COST
3%
DASH
3%
FTNT
3%
HON
3%
INTU
3%
NFLX
3%
TMUS
3%
07/09/2025
cash
82%
ADBE
3%
ADI
3%
BKNG
3%
CMCSA
3%
MP
3%
TMUS
3%
07/08/2025
cash
67%
ADP
3%
AMZN
3%
AVGO
3%
BKNG
3%
CSCO
3%
DASH
3%
GILD
3%
GLD
3%
GOOG
3%
ISRG
3%
SHOP
3%
07/07/2025
cash
58%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
AMGN
3%
CMCSA
3%
ISRG
3%
LIN
3%
MU
3%
PEP
3%
QCOM
3%
SBUX
3%
TMUS
3%
TSLA
3%
07/02/2025
cash
67%
ADBE
3%
ADP
3%
CMCSA
3%
CTAS
3%
INTC
3%
INTU
3%
MELI
3%
MSFT
3%
NFLX
3%
ORLY
3%
TMUS
3%
07/01/2025
cash
55%
AMD
3%
AVGO
3%
CRWD
3%
FTNT
3%
MELI
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
TSLA
3%
06/27/2025
cash
73%
APP
3%
FTNT
3%
GLD
3%
KLAC
3%
MP
3%
MU
3%
PANW
3%
PLTR
3%
VRTX
3%
06/25/2025
cash
76%
ADP
3%
COST
3%
CTAS
3%
GILD
3%
HON
3%
MDLZ
3%
ORLY
3%
PEP
3%
06/24/2025
cash
91%
GLD
3%
MP
3%
ORLY
3%
06/23/2025
cash
85%
AMGN
3%
AMZN
3%
GILD
3%
GOOG
3%
MP
3%
06/20/2025
cash
46%
ADBE
3%
AMAT
3%
AMZN
3%
APP
3%
CDNS
3%
CRWD
3%
CTAS
3%
FTNT
3%
GOOG
3%
KLAC
3%
LIN
3%
LRCX
3%
META
3%
PLTR
3%
QCOM
3%
QQQ
3%
SNPS
3%
VRTX
3%
06/18/2025
cash
58%
ADP
3%
AMAT
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
INTU
3%
ISRG
3%
LIN
3%
META
3%
TMUS
3%
06/17/2025
cash
49%
AAPL
3%
ADI
3%
AMGN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CTAS
3%
GILD
3%
HON
3%
LIN
3%
MDLZ
3%
MELI
3%
QQQ
3%
SBUX
3%
SNPS
3%
VRTX
3%
06/16/2025
cash
91%
COST
3%
ORLY
3%
VRTX
3%
06/13/2025
cash
19%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
APP
3%
AVGO
3%
BKNG
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
INTC
3%
INTU
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
NVDA
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TXN
3%
06/11/2025
cash
73%
AAPL
3%
CSCO
3%
GILD
3%
LIN
3%
META
3%
MP
3%
ORLY
3%
PANW
3%
PEP
3%
06/10/2025
cash
76%
ADP
3%
BKNG
3%
CEG
3%
CTAS
3%
FTNT
3%
GILD
3%
HON
3%
NFLX
3%
06/09/2025
cash
64%
AAPL
3%
AVGO
3%
BKNG
3%
COST
3%
CTAS
3%
HON
3%
INTU
3%
ISRG
3%
NFLX
3%
ORLY
3%
PANW
3%
TMUS
3%
06/05/2025
cash
76%
AAPL
3%
CEG
3%
CMCSA
3%
COST
3%
MAR
3%
PLTR
3%
QQQ
3%
TSLA
3%
06/04/2025
cash
91%
MDLZ
3%
PANW
3%
SHOP
3%
06/02/2025
cash
88%
ADBE
3%
GOOG
3%
MAR
3%
MP
3%
05/30/2025
cash
70%
AMAT
3%
AMD
3%
INTC
3%
KLAC
3%
LRCX
3%
MU
3%
NVDA
3%
QCOM
3%
SBUX
3%
VRTX
3%
05/29/2025
cash
79%
CDNS
3%
DASH
3%
NFLX
3%
ORLY
3%
PLTR
3%
SBUX
3%
TMUS
3%
05/23/2025
cash
43%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
CMCSA
3%
COST
3%
HON
3%
INTC
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
NFLX
3%
QCOM
3%
QQQ
3%
SHOP
3%
TXN
3%
05/22/2025
cash
70%
AMAT
3%
AMD
3%
APP
3%
CMCSA
3%
COST
3%
GILD
3%
ISRG
3%
KLAC
3%
MU
3%
TXN
3%
05/21/2025
cash
46%
ADBE
3%
AMGN
3%
CDNS
3%
CRWD
3%
FTNT
3%
HON
3%
ISRG
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
MP
3%
MSFT
3%
PANW
3%
PEP
3%
PLTR
3%
QQQ
3%
TSLA
3%
05/20/2025
cash
88%
CSCO
3%
GOOG
3%
MAR
3%
TMUS
3%
05/16/2025
cash
91%
AMAT
3%
GLD
3%
KLAC
3%
05/15/2025
cash
85%
AMZN
3%
CEG
3%
FTNT
3%
MAR
3%
META
3%
05/14/2025
cash
70%
AMGN
3%
CMCSA
3%
COST
3%
GILD
3%
GLD
3%
INTU
3%
LIN
3%
MDLZ
3%
PEP
3%
VRTX
3%
05/13/2025
cash
91%
MP
3%
ORLY
3%
PEP
3%
05/09/2025
cash
67%
AMGN
3%
BKNG
3%
CDNS
3%
CRWD
3%
GILD
3%
GOOG
3%
HON
3%
META
3%
MP
3%
PEP
3%
SBUX
3%
05/08/2025
cash
94%
CMCSA
3%
VRTX
3%
05/07/2025
cash
91%
AAPL
3%
DASH
3%
MDLZ
3%
05/06/2025
cash
46%
AAPL
3%
ADI
3%
AMAT
3%
AMGN
3%
AMZN
3%
GILD
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
LIN
3%
LRCX
3%
META
3%
PEP
3%
PLTR
3%
QQQ
3%
TSLA
3%
TXN
3%
05/05/2025
cash
91%
AAPL
3%
PEP
3%
SBUX
3%
05/01/2025
cash
88%
GILD
3%
GLD
3%
KLAC
3%
QCOM
3%
04/30/2025
cash
91%
GLD
3%
SBUX
3%
SHOP
3%
04/25/2025
cash
91%
MP
3%
PEP
3%
TMUS
3%
04/21/2025
cash
4%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CEG
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
FTNT
3%
HON
3%
INTU
3%
KLAC
3%
LIN
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
VRTX
3%
04/17/2025
cash
70%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
MSFT
3%
PANW
3%
04/16/2025
cash
79%
AAPL
3%
BKNG
3%
COST
3%
MDLZ
3%
ORLY
3%
PEP
3%
TMUS
3%
04/15/2025
cash
85%
GOOG
3%
MDLZ
3%
MP
3%
PEP
3%
SBUX
3%
04/10/2025
cash
73%
AMAT
3%
AMD
3%
AMGN
3%
AVGO
3%
GILD
3%
INTC
3%
ISRG
3%
KLAC
3%
MU
3%
04/08/2025
cash
13%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
MP
3%
MSTR
3%
MU
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
04/07/2025
cash
70%
AAPL
3%
ADBE
3%
AMD
3%
BKNG
3%
COST
3%
GLD
3%
MELI
3%
PEP
3%
SNPS
3%
TSLA
3%
04/04/2025
AAPL
2.33%
ADBE
2.33%
ADI
2.33%
ADP
2.33%
AMAT
2.33%
AMD
2.33%
AMZN
2.33%
APP
2.33%
AVGO
2.33%
BKNG
2.33%
CDNS
2.33%
CEG
2.33%
COST
2.33%
CRWD
2.33%
CTAS
2.33%
DASH
2.33%
FTNT
2.33%
GILD
2.33%
GOOG
2.33%
INTC
2.33%
INTU
2.33%
ISRG
2.33%
KLAC
2.33%
LRCX
2.33%
MAR
2.33%
MDLZ
2.33%
MELI
2.33%
META
2.33%
MP
2.33%
MSFT
2.33%
NFLX
2.33%
NVDA
2.33%
PANW
2.33%
PLTR
2.33%
QCOM
2.33%
QQQ
2.33%
SBUX
2.33%
SHOP
2.33%
SNPS
2.33%
TMUS
2.33%
TSLA
2.33%
TXN
2.33%
VRTX
2.33%
04/02/2025
cash
88%
MDLZ
3%
ORLY
3%
PEP
3%
TMUS
3%
03/31/2025
cash
82%
AMZN
3%
APP
3%
CEG
3%
MP
3%
MSFT
3%
PANW
3%
03/28/2025
cash
58%
ADP
3%
AVGO
3%
COST
3%
CRWD
3%
DASH
3%
GOOG
3%
INTC
3%
INTU
3%
LIN
3%
MAR
3%
MU
3%
PLTR
3%
TMUS
3%
TXN
3%
03/27/2025
cash
91%
APP
3%
AVGO
3%
PANW
3%
03/26/2025
cash
70%
AMGN
3%
CDNS
3%
DASH
3%
INTC
3%
MELI
3%
MSFT
3%
QQQ
3%
SNPS
3%
TSLA
3%
VRTX
3%
03/21/2025
cash
67%
ADP
3%
GLD
3%
KLAC
3%
LRCX
3%
MAR
3%
PANW
3%
PEP
3%
SBUX
3%
TMUS
3%
TXN
3%
VRTX
3%
03/20/2025
cash
76%
ADI
3%
AVGO
3%
COST
3%
GILD
3%
INTC
3%
PANW
3%
PEP
3%
TMUS
3%
03/19/2025
cash
88%
ADBE
3%
HON
3%
MDLZ
3%
PEP
3%
03/18/2025
cash
58%
AMZN
3%
AVGO
3%
BKNG
3%
CSCO
3%
DASH
3%
GILD
3%
GOOG
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
PEP
3%
SHOP
3%
03/13/2025
cash
22%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
DASH
3%
FTNT
3%
GILD
3%
GOOG
3%
ISRG
3%
MAR
3%
META
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
03/12/2025
cash
64%
AAPL
3%
ADI
3%
AMGN
3%
CSCO
3%
HON
3%
LIN
3%
MAR
3%
MDLZ
3%
ORLY
3%
PEP
3%
TMUS
3%
TXN
3%
03/11/2025
cash
52%
AAPL
3%
ADP
3%
AMAT
3%
BKNG
3%
CSCO
3%
GILD
3%
GOOG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
ORLY
3%
QCOM
3%
QQQ
3%
TMUS
3%
VRTX
3%
03/10/2025
cash
10%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CEG
3%
CRWD
3%
CSCO
3%
FTNT
3%
GLD
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
03/07/2025
cash
88%
DASH
3%
NFLX
3%
ORLY
3%
SHOP
3%
03/06/2025
cash
31%
ADP
3%
AMAT
3%
AMD
3%
APP
3%
BKNG
3%
CEG
3%
CTAS
3%
DASH
3%
FTNT
3%
GLD
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
TSLA
3%
03/05/2025
cash
91%
APP
3%
CEG
3%
ORLY
3%
03/04/2025
cash
58%
ADI
3%
APP
3%
CMCSA
3%
CSCO
3%
CTAS
3%
DASH
3%
HON
3%
ISRG
3%
LIN
3%
MAR
3%
META
3%
PEP
3%
SHOP
3%
TSLA
3%
03/03/2025
cash
37%
AMAT
3%
AMD
3%
AMZN
3%
CEG
3%
FTNT
3%
GOOG
3%
INTU
3%
KLAC
3%
LIN
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
TSLA
3%
02/27/2025
cash
1%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMGN
3%
AMZN
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
COST
3%
CTAS
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
MAR
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
VRTX
3%
02/26/2025
cash
70%
ADP
3%
AMGN
3%
CMCSA
3%
GOOG
3%
LIN
3%
MDLZ
3%
PEP
3%
SBUX
3%
TMUS
3%
TSLA
3%
02/25/2025
cash
22%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CDNS
3%
CRWD
3%
DASH
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
TXN
3%
02/24/2025
cash
46%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
CDNS
3%
CSCO
3%
CTAS
3%
DASH
3%
FTNT
3%
ISRG
3%
KLAC
3%
MAR
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
02/21/2025
cash
55%
ADBE
3%
AMAT
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GOOG
3%
INTC
3%
LIN
3%
NFLX
3%
PANW
3%
PLTR
3%
QQQ
3%
SBUX
3%
SHOP
3%
02/20/2025
cash
88%
COST
3%
META
3%
MU
3%
NFLX
3%
02/19/2025
cash
82%
ADBE
3%
CDNS
3%
META
3%
MSTR
3%
PLTR
3%
SNPS
3%
02/18/2025
cash
82%
AVGO
3%
COST
3%
INTU
3%
NFLX
3%
ORLY
3%
TMUS
3%
02/14/2025
cash
76%
AMGN
3%
GLD
3%
HON
3%
KLAC
3%
LIN
3%
MAR
3%
MP
3%
PEP
3%
02/13/2025
cash
70%
AMZN
3%
GOOG
3%
HON
3%
INTU
3%
LRCX
3%
MELI
3%
MP
3%
PEP
3%
SHOP
3%
SNPS
3%
02/12/2025
cash
67%
AMZN
3%
CDNS
3%
GOOG
3%
HON
3%
INTU
3%
LRCX
3%
MELI
3%
MP
3%
PEP
3%
SHOP
3%
SNPS
3%
02/11/2025
cash
70%
ADI
3%
ADP
3%
BKNG
3%
CEG
3%
GOOG
3%
MSTR
3%
NFLX
3%
PLTR
3%
TSLA
3%
TXN
3%
02/07/2025
cash
31%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
MSFT
3%
MU
3%
ORLY
3%
QCOM
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
02/06/2025
cash
91%
ADBE
3%
AMGN
3%
MSTR
3%
02/03/2025
cash
70%
ADI
3%
AVGO
3%
BKNG
3%
CMCSA
3%
MU
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
TSLA
3%
01/31/2025
cash
79%
ADBE
3%
BKNG
3%
ISRG
3%
NVDA
3%
PANW
3%
SHOP
3%
TMUS
3%
01/29/2025
cash
85%
CDNS
3%
INTU
3%
MP
3%
PANW
3%
SNPS
3%
01/28/2025
cash
64%
ADI
3%
AMAT
3%
AMD
3%
GILD
3%
HON
3%
LIN
3%
MDLZ
3%
MP
3%
MSTR
3%
MU
3%
PEP
3%
TXN
3%
01/27/2025
cash
64%
AMAT
3%
AVGO
3%
BKNG
3%
CDNS
3%
CEG
3%
GLD
3%
GOOG
3%
ISRG
3%
MU
3%
NVDA
3%
QQQ
3%
SNPS
3%
01/24/2025
cash
91%
CTAS
3%
HON
3%
LIN
3%
01/23/2025
cash
88%
CTAS
3%
INTC
3%
LIN
3%
TMUS
3%
01/22/2025
cash
82%
BKNG
3%
CTAS
3%
HON
3%
MDLZ
3%
MELI
3%
MSTR
3%
01/21/2025
cash
91%
AAPL
3%
APP
3%
BKNG
3%
01/16/2025
cash
88%
AAPL
3%
CMCSA
3%
INTU
3%
TXN
3%
01/14/2025
cash
79%
COST
3%
FTNT
3%
GOOG
3%
META
3%
MP
3%
NFLX
3%
NVDA
3%
01/13/2025
cash
55%
AAPL
3%
APP
3%
CDNS
3%
COST
3%
CRWD
3%
DASH
3%
GLD
3%
INTU
3%
MELI
3%
META
3%
MU
3%
PANW
3%
PLTR
3%
SHOP
3%
SNPS
3%
01/10/2025
cash
16%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CMCSA
3%
DASH
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
LIN
3%
LRCX
3%
MAR
3%
MSTR
3%
NFLX
3%
NVDA
3%
ORLY
3%
PEP
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
01/08/2025
cash
76%
ADBE
3%
CEG
3%
GILD
3%
MELI
3%
MP
3%
MU
3%
PANW
3%
PLTR
3%
01/07/2025
cash
43%
AAPL
3%
ADBE
3%
AVGO
3%
BKNG
3%
CEG
3%
CMCSA
3%
DASH
3%
FTNT
3%
GILD
3%
HON
3%
INTU
3%
ISRG
3%
MAR
3%
MSFT
3%
PANW
3%
PEP
3%
QQQ
3%
SNPS
3%
TSLA
3%
01/06/2025
cash
67%
ADP
3%
AMGN
3%
HON
3%
INTC
3%
INTU
3%
LIN
3%
MAR
3%
MDLZ
3%
PEP
3%
TMUS
3%
VRTX
3%
01/03/2025
cash
79%
AAPL
3%
ADBE
3%
BKNG
3%
GILD
3%
LIN
3%
NFLX
3%
PEP
3%
01/02/2025
cash
52%
ADI
3%
ADP
3%
AMGN
3%
BKNG
3%
CDNS
3%
COST
3%
GILD
3%
INTU
3%
LIN
3%
MAR
3%
MSFT
3%
NFLX
3%
PANW
3%
PEP
3%
TMUS
3%
TSLA
3%
12/31/2024
cash
19%
AMAT
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CEG
3%
COST
3%
CRWD
3%
DASH
3%
FTNT
3%
GOOG
3%
HON
3%
ISRG
3%
KLAC
3%
MAR
3%
MELI
3%
META
3%
MP
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
TSLA
3%
12/30/2024
cash
1%
ADI
3%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
GILD
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TXN
3%
VRTX
3%
12/27/2024
cash
46%
AAPL
3%
AMZN
3%
APP
3%
BKNG
3%
COST
3%
CRWD
3%
CTAS
3%
FTNT
3%
GLD
3%
GOOG
3%
MAR
3%
MSTR
3%
NFLX
3%
NVDA
3%
ORLY
3%
QQQ
3%
SHOP
3%
TSLA
3%
12/23/2024
cash
88%
MSTR
3%
ORLY
3%
PEP
3%
SBUX
3%
12/20/2024
cash
91%
META
3%
PANW
3%
TSLA
3%
12/19/2024
cash
10%
ADBE
3%
AMAT
3%
AVGO
3%
CDNS
3%
CEG
3%
CMCSA
3%
COST
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
12/18/2024
cash
28%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CRWD
3%
CSCO
3%
DASH
3%
GILD
3%
GLD
3%
LIN
3%
MAR
3%
MDLZ
3%
META
3%
MP
3%
NFLX
3%
NVDA
3%
PEP
3%
PLTR
3%
TMUS
3%
TXN
3%
12/17/2024
cash
79%
AMGN
3%
CEG
3%
COST
3%
FTNT
3%
GLD
3%
META
3%
TXN
3%
12/16/2024
cash
70%
ADBE
3%
AMGN
3%
BKNG
3%
CSCO
3%
LIN
3%
MDLZ
3%
MELI
3%
NVDA
3%
PEP
3%
TXN
3%
12/13/2024
cash
52%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
BKNG
3%
CSCO
3%
INTU
3%
LIN
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
PANW
3%
TMUS
3%
12/12/2024
cash
70%
ADP
3%
APP
3%
GLD
3%
HON
3%
LIN
3%
LRCX
3%
MELI
3%
MU
3%
SBUX
3%
VRTX
3%
12/11/2024
cash
88%
AMGN
3%
CSCO
3%
MP
3%
PEP
3%
12/10/2024
cash
46%
ADI
3%
AMD
3%
APP
3%
CDNS
3%
CEG
3%
CRWD
3%
CSCO
3%
DASH
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TXN
3%
12/09/2024
cash
25%
ADP
3%
APP
3%
BKNG
3%
CEG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
CTAS
3%
DASH
3%
FTNT
3%
GILD
3%
HON
3%
ISRG
3%
LIN
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
NFLX
3%
PANW
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
12/06/2024
cash
91%
AMGN
3%
MP
3%
PEP
3%
12/05/2024
cash
52%
ADI
3%
ADP
3%
AMGN
3%
CDNS
3%
DASH
3%
GLD
3%
HON
3%
INTC
3%
KLAC
3%
LIN
3%
LRCX
3%
MP
3%
MU
3%
ORLY
3%
SBUX
3%
TXN
3%
12/04/2024
cash
82%
CMCSA
3%
GILD
3%
MDLZ
3%
ORLY
3%
PEP
3%
TMUS
3%
12/03/2024
cash
73%
ADP
3%
CEG
3%
DASH
3%
HON
3%
MAR
3%
MELI
3%
PEP
3%
SHOP
3%
VRTX
3%
12/02/2024
cash
73%
CEG
3%
CTAS
3%
DASH
3%
GLD
3%
INTU
3%
MAR
3%
MELI
3%
SHOP
3%
TMUS
3%
11/27/2024
cash
46%
ADBE
3%
ADI
3%
AVGO
3%
CDNS
3%
CEG
3%
CMCSA
3%
CTAS
3%
FTNT
3%
HON
3%
INTC
3%
ISRG
3%
LRCX
3%
MAR
3%
PANW
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
11/26/2024
cash
82%
CMCSA
3%
INTC
3%
KLAC
3%
MSTR
3%
SBUX
3%
TSLA
3%
11/25/2024
cash
79%
APP
3%
BKNG
3%
GLD
3%
INTU
3%
ISRG
3%
NFLX
3%
TSLA
3%
11/22/2024
cash
88%
AMZN
3%
GOOG
3%
NVDA
3%
PANW
3%
11/21/2024
cash
91%
AMZN
3%
GOOG
3%
MSFT
3%
11/20/2024
cash
88%
DASH
3%
HON
3%
ORLY
3%
SHOP
3%
11/19/2024
cash
67%
CMCSA
3%
FTNT
3%
GILD
3%
INTC
3%
LIN
3%
ORLY
3%
PEP
3%
SBUX
3%
SHOP
3%
TMUS
3%
VRTX
3%
11/18/2024
cash
76%
ADBE
3%
AMZN
3%
CSCO
3%
FTNT
3%
MDLZ
3%
PEP
3%
PLTR
3%
SHOP
3%
11/15/2024
cash
13%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
COST
3%
CRWD
3%
DASH
3%
FTNT
3%
GLD
3%
GOOG
3%
HON
3%
INTC
3%
KLAC
3%
LIN
3%
MAR
3%
MDLZ
3%
META
3%
MP
3%
MSFT
3%
MU
3%
NFLX
3%
PEP
3%
QCOM
3%
QQQ
3%
TMUS
3%
TXN
3%
11/14/2024
cash
61%
BKNG
3%
CEG
3%
FTNT
3%
GLD
3%
GOOG
3%
MAR
3%
MDLZ
3%
MU
3%
PANW
3%
PLTR
3%
SHOP
3%
TMUS
3%
TSLA
3%
11/12/2024
cash
82%
CDNS
3%
CEG
3%
GLD
3%
INTC
3%
SNPS
3%
TSLA
3%
11/11/2024
cash
76%
AAPL
3%
AMZN
3%
CEG
3%
LIN
3%
MSFT
3%
NVDA
3%
PEP
3%
SNPS
3%
11/07/2024
cash
91%
MDLZ
3%
MELI
3%
PEP
3%
11/06/2024
cash
91%
GLD
3%
PEP
3%
SBUX
3%
11/04/2024
cash
70%
AAPL
3%
AMD
3%
AMGN
3%
CMCSA
3%
GOOG
3%
META
3%
MSTR
3%
QQQ
3%
SBUX
3%
TSLA
3%
11/01/2024
cash
73%
ADP
3%
AMD
3%
AVGO
3%
CTAS
3%
DASH
3%
GLD
3%
MSTR
3%
ORLY
3%
TSLA
3%
10/31/2024
cash
46%
ADBE
3%
CDNS
3%
COST
3%
CRWD
3%
CSCO
3%
GLD
3%
INTU
3%
ISRG
3%
MDLZ
3%
MP
3%
MSFT
3%
NVDA
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
10/30/2024
cash
85%
FTNT
3%
HON
3%
ORLY
3%
PANW
3%
PEP
3%
10/29/2024
cash
88%
FTNT
3%
MELI
3%
TSLA
3%
VRTX
3%
10/28/2024
cash
76%
ADBE
3%
CSCO
3%
HON
3%
LRCX
3%
MU
3%
NFLX
3%
PANW
3%
SNPS
3%
10/25/2024
cash
88%
COST
3%
CTAS
3%
LIN
3%
SHOP
3%
10/24/2024
cash
76%
ADBE
3%
APP
3%
AVGO
3%
CEG
3%
CSCO
3%
CTAS
3%
LIN
3%
PEP
3%
10/23/2024
cash
22%
AAPL
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CRWD
3%
DASH
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
MAR
3%
MELI
3%
META
3%
MP
3%
MU
3%
NFLX
3%
PANW
3%
PEP
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
VRTX
3%
10/22/2024
cash
82%
AMAT
3%
CEG
3%
INTC
3%
MELI
3%
MU
3%
VRTX
3%
10/21/2024
cash
82%
ADI
3%
CMCSA
3%
GILD
3%
LIN
3%
MDLZ
3%
MP
3%
10/17/2024
cash
70%
AMAT
3%
AMGN
3%
CEG
3%
FTNT
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
MDLZ
3%
QCOM
3%
10/16/2024
cash
67%
AAPL
3%
AMAT
3%
AMD
3%
AMGN
3%
CDNS
3%
INTC
3%
INTU
3%
LRCX
3%
META
3%
PEP
3%
QCOM
3%
10/15/2024
cash
55%
ADI
3%
AMD
3%
AVGO
3%
CRWD
3%
INTC
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
QQQ
3%
SHOP
3%
TXN
3%
10/11/2024
cash
91%
ADBE
3%
COST
3%
MDLZ
3%
10/10/2024
cash
88%
AMD
3%
META
3%
MSTR
3%
SBUX
3%
10/09/2024
cash
91%
CEG
3%
GLD
3%
GOOG
3%
10/07/2024
cash
28%
AAPL
3%
ADBE
3%
ADP
3%
AMZN
3%
CDNS
3%
CMCSA
3%
COST
3%
DASH
3%
FTNT
3%
INTU
3%
ISRG
3%
LIN
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
PLTR
3%
QCOM
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
VRTX
3%
10/03/2024
cash
64%
AMGN
3%
AMZN
3%
BKNG
3%
CSCO
3%
HON
3%
INTU
3%
ISRG
3%
LIN
3%
SBUX
3%
SHOP
3%
TSLA
3%
VRTX
3%
10/02/2024
cash
88%
CMCSA
3%
HON
3%
INTC
3%
MP
3%
10/01/2024
cash
19%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
TXN
3%
09/30/2024
cash
85%
GLD
3%
INTC
3%
LIN
3%
MDLZ
3%
MU
3%
09/27/2024
cash
58%
ADP
3%
AVGO
3%
COST
3%
CTAS
3%
DASH
3%
ISRG
3%
KLAC
3%
MELI
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
SHOP
3%
09/26/2024
cash
82%
ADBE
3%
ADP
3%
APP
3%
CEG
3%
CRWD
3%
NFLX
3%
09/25/2024
cash
76%
ADP
3%
AMGN
3%
CMCSA
3%
FTNT
3%
GILD
3%
INTU
3%
PEP
3%
SHOP
3%
09/24/2024
cash
79%
CRWD
3%
INTU
3%
ISRG
3%
MDLZ
3%
MSFT
3%
PLTR
3%
SBUX
3%
09/23/2024
cash
82%
AAPL
3%
GOOG
3%
MAR
3%
MELI
3%
SBUX
3%
VRTX
3%
09/20/2024
cash
70%
ADI
3%
ADP
3%
CDNS
3%
INTU
3%
MDLZ
3%
MP
3%
PEP
3%
QCOM
3%
TXN
3%
VRTX
3%
09/18/2024
cash
25%
ADBE
3%
ADI
3%
ADP
3%
AMD
3%
AVGO
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
GLD
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MSFT
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SNPS
3%
TMUS
3%
VRTX
3%
09/17/2024
cash
70%
ADBE
3%
AVGO
3%
COST
3%
GLD
3%
INTU
3%
ISRG
3%
MELI
3%
MSTR
3%
NVDA
3%
PANW
3%
09/16/2024
cash
82%
AAPL
3%
AMZN
3%
KLAC
3%
MU
3%
NVDA
3%
SBUX
3%
09/12/2024
cash
91%
FTNT
3%
MU
3%
TXN
3%
09/11/2024
cash
91%
CMCSA
3%
ORLY
3%
PEP
3%
09/06/2024
ADBE
2.38%
ADI
2.38%
ADP
2.38%
AMAT
2.38%
AMD
2.38%
AMGN
2.38%
AMZN
2.38%
APP
2.38%
AVGO
2.38%
BKNG
2.38%
CDNS
2.38%
CEG
2.38%
COST
2.38%
CRWD
2.38%
CSCO
2.38%
CTAS
2.38%
FTNT
2.38%
GLD
2.38%
GOOG
2.38%
HON
2.38%
INTC
2.38%
INTU
2.38%
ISRG
2.38%
KLAC
2.38%
LIN
2.38%
LRCX
2.38%
MELI
2.38%
META
2.38%
MSFT
2.38%
MSTR
2.38%
MU
2.38%
NFLX
2.38%
NVDA
2.38%
PANW
2.38%
PEP
2.38%
QCOM
2.38%
QQQ
2.38%
SHOP
2.38%
SNPS
2.38%
TMUS
2.38%
TSLA
2.38%
TXN
2.38%
09/05/2024
cash
46%
ADBE
3%
ADI
3%
AMAT
3%
BKNG
3%
CDNS
3%
CEG
3%
CRWD
3%
CSCO
3%
FTNT
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
PANW
3%
QCOM
3%
SNPS
3%
VRTX
3%
09/04/2024
cash
46%
AAPL
3%
AMZN
3%
BKNG
3%
CDNS
3%
CEG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
GILD
3%
GOOG
3%
INTC
3%
ISRG
3%
MAR
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
09/03/2024
cash
7%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
APP
3%
BKNG
3%
CDNS
3%
CEG
3%
COST
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
08/29/2024
cash
67%
AMD
3%
AVGO
3%
CMCSA
3%
COST
3%
GOOG
3%
KLAC
3%
LRCX
3%
NVDA
3%
PEP
3%
QCOM
3%
SBUX
3%
08/28/2024
cash
10%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
CSCO
3%
DASH
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
LRCX
3%
MELI
3%
MP
3%
MSFT
3%
MU
3%
NFLX
3%
PEP
3%
PLTR
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
08/27/2024
cash
88%
AMZN
3%
GOOG
3%
META
3%
TSLA
3%
08/26/2024
cash
49%
AMAT
3%
AMZN
3%
AVGO
3%
CDNS
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
08/22/2024
cash
43%
ADBE
3%
ADI
3%
AMD
3%
AMGN
3%
AVGO
3%
CMCSA
3%
CRWD
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
MP
3%
MSTR
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
SHOP
3%
TXN
3%
08/14/2024
cash
91%
GLD
3%
GOOG
3%
MSTR
3%
08/12/2024
cash
82%
ADP
3%
CMCSA
3%
GILD
3%
HON
3%
MAR
3%
VRTX
3%
08/09/2024
cash
91%
GILD
3%
HON
3%
SBUX
3%
08/07/2024
cash
40%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
GLD
3%
HON
3%
LIN
3%
LRCX
3%
MP
3%
MU
3%
NVDA
3%
PEP
3%
QCOM
3%
TSLA
3%
TXN
3%
08/06/2024
cash
82%
AAPL
3%
CMCSA
3%
GLD
3%
HON
3%
MDLZ
3%
MU
3%
08/05/2024
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMZN
2.86%
CDNS
2.86%
CMCSA
2.86%
COST
2.86%
CSCO
2.86%
CTAS
2.86%
GOOG
2.86%
HON
2.86%
INTU
2.86%
ISRG
2.86%
LIN
2.86%
MAR
2.86%
MDLZ
2.86%
META
2.86%
MP
2.86%
MSFT
2.86%
MSTR
2.86%
MU
2.86%
NFLX
2.86%
NVDA
2.86%
ORLY
2.86%
PANW
2.86%
PEP
2.86%
QCOM
2.86%
QQQ
2.86%
SBUX
2.86%
SNPS
2.86%
TMUS
2.86%
TSLA
2.86%
TXN
2.86%
VRTX
2.86%
08/02/2024
cash
64%
AVGO
3%
BKNG
3%
CDNS
3%
CRWD
3%
LRCX
3%
MAR
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
TSLA
3%
07/31/2024
cash
91%
CRWD
3%
GILD
3%
MSFT
3%
07/30/2024
cash
52%
ADI
3%
AMAT
3%
APP
3%
AVGO
3%
CEG
3%
COST
3%
ISRG
3%
KLAC
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
07/29/2024
cash
88%
COST
3%
HON
3%
NFLX
3%
PANW
3%
07/25/2024
cash
16%
AAPL
3%
ADI
3%
AMAT
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CEG
3%
COST
3%
CRWD
3%
DASH
3%
GLD
3%
GOOG
3%
INTC
3%
LIN
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TXN
3%
07/24/2024
cash
10%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
CEG
3%
CMCSA
3%
CRWD
3%
DASH
3%
GLD
3%
INTU
3%
LIN
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MP
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
07/23/2024
cash
67%
ADBE
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
MDLZ
3%
NFLX
3%
PEP
3%
TMUS
3%
VRTX
3%
07/22/2024
cash
85%
AAPL
3%
CRWD
3%
PEP
3%
SBUX
3%
TMUS
3%
07/19/2024
cash
43%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CRWD
3%
GLD
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
MDLZ
3%
MP
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
07/18/2024
cash
46%
AAPL
3%
ADBE
3%
AMGN
3%
AMZN
3%
BKNG
3%
DASH
3%
FTNT
3%
INTU
3%
LRCX
3%
MELI
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
07/17/2024
cash
79%
ADI
3%
AVGO
3%
DASH
3%
KLAC
3%
MU
3%
NVDA
3%
TXN
3%
07/16/2024
cash
91%
MSFT
3%
MU
3%
VRTX
3%
07/15/2024
cash
88%
AMZN
3%
MDLZ
3%
SBUX
3%
SHOP
3%
07/12/2024
cash
79%
AMZN
3%
COST
3%
GOOG
3%
MSFT
3%
NFLX
3%
SHOP
3%
VRTX
3%
07/11/2024
cash
13%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
07/10/2024
cash
88%
DASH
3%
FTNT
3%
INTU
3%
SBUX
3%
07/09/2024
cash
61%
ADBE
3%
CDNS
3%
CRWD
3%
CSCO
3%
HON
3%
LIN
3%
MAR
3%
MDLZ
3%
MSFT
3%
ORLY
3%
SBUX
3%
SHOP
3%
SNPS
3%
07/08/2024
cash
79%
ADP
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GLD
3%
INTU
3%
MU
3%
07/03/2024
cash
76%
GILD
3%
ISRG
3%
MSTR
3%
ORLY
3%
PEP
3%
SBUX
3%
TMUS
3%
VRTX
3%
07/01/2024
cash
52%
ADI
3%
ADP
3%
AMD
3%
AMGN
3%
BKNG
3%
COST
3%
CTAS
3%
HON
3%
ISRG
3%
MAR
3%
MDLZ
3%
MSTR
3%
ORLY
3%
PEP
3%
SBUX
3%
SHOP
3%
06/28/2024
cash
52%
AAPL
3%
AMZN
3%
CDNS
3%
CEG
3%
CRWD
3%
GOOG
3%
MDLZ
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PEP
3%
QQQ
3%
SBUX
3%
TMUS
3%
VRTX
3%
06/27/2024
cash
73%
ADI
3%
ADP
3%
CDNS
3%
CEG
3%
COST
3%
MU
3%
QCOM
3%
SNPS
3%
VRTX
3%
06/26/2024
cash
49%
ADI
3%
ADP
3%
AMGN
3%
BKNG
3%
CDNS
3%
CSCO
3%
CTAS
3%
GILD
3%
GLD
3%
HON
3%
LIN
3%
MAR
3%
MDLZ
3%
ORLY
3%
QCOM
3%
TMUS
3%
TXN
3%
06/25/2024
cash
76%
AVGO
3%
GILD
3%
GLD
3%
HON
3%
LIN
3%
ORLY
3%
PEP
3%
SBUX
3%
06/24/2024
cash
40%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
CDNS
3%
CEG
3%
DASH
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
MSTR
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
06/21/2024
cash
79%
AAPL
3%
COST
3%
KLAC
3%
LRCX
3%
META
3%
PLTR
3%
SNPS
3%
06/20/2024
cash
70%
ADI
3%
CRWD
3%
DASH
3%
FTNT
3%
KLAC
3%
PANW
3%
SBUX
3%
SHOP
3%
TMUS
3%
TXN
3%
06/18/2024
cash
79%
AMD
3%
CMCSA
3%
FTNT
3%
GILD
3%
GOOG
3%
META
3%
SBUX
3%
06/17/2024
cash
91%
CEG
3%
MELI
3%
MP
3%
06/14/2024
cash
76%
ADI
3%
ADP
3%
CMCSA
3%
DASH
3%
MP
3%
SBUX
3%
TSLA
3%
TXN
3%
06/13/2024
cash
73%
ADI
3%
CMCSA
3%
GILD
3%
GLD
3%
GOOG
3%
INTC
3%
MELI
3%
META
3%
MP
3%
06/12/2024
cash
88%
MDLZ
3%
PEP
3%
SBUX
3%
TMUS
3%
06/11/2024
cash
79%
AMD
3%
AMGN
3%
APP
3%
MELI
3%
MP
3%
PEP
3%
TSLA
3%
06/10/2024
cash
73%
AAPL
3%
ADP
3%
AMD
3%
CMCSA
3%
INTU
3%
LIN
3%
ORLY
3%
PEP
3%
TSLA
3%
06/07/2024
cash
82%
CEG
3%
CSCO
3%
GLD
3%
GOOG
3%
MAR
3%
MELI
3%
06/06/2024
cash
94%
AMGN
3%
CMCSA
3%
06/05/2024
cash
88%
CMCSA
3%
CSCO
3%
MELI
3%
SBUX
3%
06/04/2024
cash
79%
AMD
3%
CEG
3%
GLD
3%
INTC
3%
LIN
3%
PANW
3%
TSLA
3%
06/03/2024
cash
76%
ADBE
3%
INTC
3%
MAR
3%
MDLZ
3%
NFLX
3%
ORLY
3%
PLTR
3%
TMUS
3%
05/31/2024
cash
88%
AMZN
3%
AVGO
3%
GLD
3%
NVDA
3%
05/30/2024
cash
58%
AMZN
3%
APP
3%
DASH
3%
FTNT
3%
GOOG
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
05/29/2024
cash
43%
ADP
3%
AMGN
3%
AVGO
3%
BKNG
3%
CSCO
3%
CTAS
3%
GILD
3%
GLD
3%
HON
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
MP
3%
SBUX
3%
TXN
3%
VRTX
3%
05/28/2024
cash
76%
AMGN
3%
CRWD
3%
GILD
3%
ISRG
3%
LIN
3%
ORLY
3%
PANW
3%
SBUX
3%
05/24/2024
cash
88%
ADBE
3%
AMZN
3%
MELI
3%
SHOP
3%
05/23/2024
cash
13%
AAPL
3%
AMD
3%
AMZN
3%
APP
3%
BKNG
3%
CMCSA
3%
COST
3%
CRWD
3%
CSCO
3%
DASH
3%
GLD
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
MAR
3%
MELI
3%
MP
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PLTR
3%
QQQ
3%
SBUX
3%
SHOP
3%
TSLA
3%
TXN
3%
05/22/2024
cash
79%
AMGN
3%
DASH
3%
HON
3%
MAR
3%
MELI
3%
ORLY
3%
PANW
3%
05/21/2024
cash
79%
AMD
3%
CSCO
3%
DASH
3%
MAR
3%
META
3%
PANW
3%
SHOP
3%
05/20/2024
cash
91%
AMZN
3%
META
3%
ORLY
3%
05/17/2024
cash
85%
AMAT
3%
AMGN
3%
APP
3%
BKNG
3%
LRCX
3%
05/16/2024
cash
88%
AMZN
3%
BKNG
3%
LIN
3%
NFLX
3%
05/15/2024
cash
91%
GILD
3%
LIN
3%
MDLZ
3%
05/14/2024
cash
79%
ADBE
3%
CDNS
3%
CTAS
3%
LIN
3%
MAR
3%
SHOP
3%
TMUS
3%
05/13/2024
cash
55%
AMD
3%
AMGN
3%
AMZN
3%
CDNS
3%
COST
3%
CTAS
3%
GLD
3%
INTU
3%
ISRG
3%
LRCX
3%
MELI
3%
META
3%
ORLY
3%
SHOP
3%
TMUS
3%
05/10/2024
cash
91%
INTC
3%
SHOP
3%
TSLA
3%
05/09/2024
cash
61%
ADBE
3%
AVGO
3%
CMCSA
3%
FTNT
3%
GILD
3%
INTU
3%
KLAC
3%
MDLZ
3%
MU
3%
NVDA
3%
PANW
3%
SHOP
3%
TSLA
3%
05/08/2024
cash
70%
ADBE
3%
DASH
3%
GILD
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
MAR
3%
MP
3%
05/06/2024
cash
91%
AMGN
3%
FTNT
3%
TMUS
3%
05/03/2024
cash
88%
FTNT
3%
GILD
3%
MDLZ
3%
MP
3%
05/02/2024
cash
85%
ADP
3%
AVGO
3%
DASH
3%
HON
3%
INTU
3%
05/01/2024
cash
37%
ADI
3%
AMAT
3%
AMD
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
CSCO
3%
INTU
3%
KLAC
3%
LRCX
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
04/30/2024
cash
46%
ADBE
3%
CDNS
3%
CRWD
3%
CSCO
3%
CTAS
3%
GILD
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
META
3%
MSFT
3%
MSTR
3%
ORLY
3%
SHOP
3%
TSLA
3%
VRTX
3%
04/25/2024
cash
79%
CSCO
3%
FTNT
3%
MAR
3%
META
3%
ORLY
3%
SHOP
3%
VRTX
3%
04/24/2024
cash
85%
CDNS
3%
DASH
3%
GLD
3%
NFLX
3%
NVDA
3%
04/19/2024
cash
31%
ADBE
3%
ADI
3%
AMD
3%
AMZN
3%
APP
3%
BKNG
3%
CEG
3%
CRWD
3%
CTAS
3%
DASH
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
MELI
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
04/18/2024
cash
37%
ADP
3%
AMAT
3%
AMGN
3%
APP
3%
AVGO
3%
BKNG
3%
COST
3%
CTAS
3%
DASH
3%
FTNT
3%
GILD
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MSFT
3%
QCOM
3%
QQQ
3%
SNPS
3%
04/17/2024
cash
34%
ADP
3%
AMD
3%
AMGN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
DASH
3%
GILD
3%
HON
3%
INTC
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
NVDA
3%
PLTR
3%
QCOM
3%
QQQ
3%
TXN
3%
VRTX
3%
04/16/2024
cash
46%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CRWD
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
QCOM
3%
SNPS
3%
VRTX
3%
04/15/2024
ADBE
2.7%
ADI
2.7%
AMD
2.7%
AMGN
2.7%
AMZN
2.7%
APP
2.7%
AVGO
2.7%
BKNG
2.7%
CDNS
2.7%
CEG
2.7%
COST
2.7%
CRWD
2.7%
CSCO
2.7%
CTAS
2.7%
DASH
2.7%
FTNT
2.7%
GILD
2.7%
GOOG
2.7%
INTU
2.7%
KLAC
2.7%
LIN
2.7%
LRCX
2.7%
MELI
2.7%
META
2.7%
MP
2.7%
MSFT
2.7%
MSTR
2.7%
MU
2.7%
NVDA
2.7%
ORLY
2.7%
PANW
2.7%
PEP
2.7%
PLTR
2.7%
QCOM
2.7%
QQQ
2.7%
SHOP
2.7%
SNPS
2.7%
04/12/2024
cash
43%
ADBE
3%
ADI
3%
ADP
3%
AMGN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GILD
3%
GLD
3%
INTC
3%
INTU
3%
LIN
3%
MP
3%
MU
3%
ORLY
3%
SBUX
3%
TXN
3%
VRTX
3%
04/11/2024
cash
88%
ADP
3%
INTU
3%
ORLY
3%
PEP
3%
04/10/2024
cash
52%
AAPL
3%
AMGN
3%
AVGO
3%
CMCSA
3%
GILD
3%
GLD
3%
LIN
3%
LRCX
3%
MELI
3%
MU
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
TSLA
3%
TXN
3%
04/09/2024
cash
67%
CEG
3%
CMCSA
3%
CRWD
3%
FTNT
3%
LIN
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
SNPS
3%
04/08/2024
cash
76%
AAPL
3%
CRWD
3%
CSCO
3%
FTNT
3%
INTC
3%
MDLZ
3%
MELI
3%
META
3%
04/05/2024
cash
85%
ADBE
3%
MDLZ
3%
MSTR
3%
TSLA
3%
TXN
3%
04/04/2024
AAPL
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMZN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
CEG
2.86%
CRWD
2.86%
CSCO
2.86%
CTAS
2.86%
DASH
2.86%
FTNT
2.86%
GOOG
2.86%
HON
2.86%
INTU
2.86%
ISRG
2.86%
KLAC
2.86%
LIN
2.86%
LRCX
2.86%
MAR
2.86%
MELI
2.86%
MP
2.86%
MSFT
2.86%
MU
2.86%
NFLX
2.86%
NVDA
2.86%
ORLY
2.86%
PANW
2.86%
QCOM
2.86%
QQQ
2.86%
SNPS
2.86%
TXN
2.86%
04/03/2024
cash
91%
COST
3%
INTU
3%
MDLZ
3%
04/02/2024
cash
31%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MSFT
3%
PANW
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
04/01/2024
cash
79%
AAPL
3%
ADBE
3%
ADP
3%
BKNG
3%
COST
3%
CTAS
3%
PLTR
3%
03/28/2024
cash
73%
AAPL
3%
CDNS
3%
MELI
3%
MSFT
3%
MU
3%
NFLX
3%
ORLY
3%
SHOP
3%
SNPS
3%
03/27/2024
cash
79%
APP
3%
AVGO
3%
CRWD
3%
MELI
3%
NFLX
3%
NVDA
3%
PANW
3%
03/26/2024
cash
58%
AAPL
3%
ADI
3%
AMAT
3%
AVGO
3%
FTNT
3%
KLAC
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
ORLY
3%
QCOM
3%
QQQ
3%
TXN
3%
03/25/2024
cash
34%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
CDNS
3%
COST
3%
CRWD
3%
FTNT
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
ORLY
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
03/22/2024
cash
76%
ADBE
3%
COST
3%
GILD
3%
GLD
3%
INTU
3%
MSTR
3%
SBUX
3%
SNPS
3%
03/21/2024
cash
88%
AAPL
3%
ADBE
3%
GILD
3%
SBUX
3%
03/19/2024
cash
70%
ADI
3%
AMD
3%
CSCO
3%
INTC
3%
KLAC
3%
MSTR
3%
PANW
3%
QCOM
3%
TMUS
3%
TXN
3%
03/18/2024
cash
79%
ADI
3%
CTAS
3%
DASH
3%
GILD
3%
LIN
3%
MP
3%
TMUS
3%
03/15/2024
cash
10%
ADBE
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
VRTX
3%
03/14/2024
cash
46%
ADI
3%
ADP
3%
AMD
3%
AMGN
3%
CEG
3%
CSCO
3%
HON
3%
MAR
3%
MDLZ
3%
MP
3%
MU
3%
NVDA
3%
PLTR
3%
QCOM
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
03/13/2024
cash
82%
AAPL
3%
AMAT
3%
AVGO
3%
ISRG
3%
LRCX
3%
MDLZ
3%
03/11/2024
cash
37%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
COST
3%
CRWD
3%
DASH
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
03/08/2024
cash
55%
ADP
3%
AVGO
3%
CDNS
3%
CEG
3%
CTAS
3%
HON
3%
INTC
3%
LIN
3%
MELI
3%
NVDA
3%
PANW
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
03/07/2024
cash
79%
AMGN
3%
CMCSA
3%
CSCO
3%
MAR
3%
MDLZ
3%
TMUS
3%
VRTX
3%
03/06/2024
cash
70%
AAPL
3%
ADBE
3%
AMZN
3%
GOOG
3%
MAR
3%
MSFT
3%
NFLX
3%
PANW
3%
TSLA
3%
VRTX
3%
03/05/2024
cash
7%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
APP
3%
BKNG
3%
CDNS
3%
FTNT
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MSTR
3%
NFLX
3%
PEP
3%
PLTR
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
VRTX
3%
03/04/2024
cash
79%
AAPL
3%
CMCSA
3%
GOOG
3%
MAR
3%
MDLZ
3%
ORLY
3%
PLTR
3%
02/29/2024
cash
79%
AMGN
3%
BKNG
3%
COST
3%
GILD
3%
PANW
3%
PEP
3%
VRTX
3%
02/28/2024
cash
34%
ADI
3%
AMAT
3%
AMGN
3%
APP
3%
AVGO
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MU
3%
NVDA
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TXN
3%
VRTX
3%
02/27/2024
cash
61%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CTAS
3%
HON
3%
ISRG
3%
LRCX
3%
MDLZ
3%
NVDA
3%
02/26/2024
cash
64%
AAPL
3%
ADI
3%
BKNG
3%
CSCO
3%
DASH
3%
GOOG
3%
HON
3%
MDLZ
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
02/23/2024
cash
85%
AAPL
3%
MP
3%
MSTR
3%
PLTR
3%
TSLA
3%
02/21/2024
cash
70%
ADBE
3%
AMD
3%
COST
3%
CRWD
3%
FTNT
3%
MSTR
3%
NFLX
3%
PLTR
3%
QQQ
3%
SHOP
3%
02/20/2024
cash
49%
ADBE
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CSCO
3%
FTNT
3%
KLAC
3%
LRCX
3%
META
3%
NFLX
3%
ORLY
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
TSLA
3%
02/16/2024
cash
64%
AAPL
3%
AMGN
3%
CMCSA
3%
CSCO
3%
DASH
3%
GILD
3%
INTC
3%
MSFT
3%
MSTR
3%
MU
3%
PEP
3%
TMUS
3%
02/15/2024
cash
91%
MSTR
3%
MU
3%
SBUX
3%
02/14/2024
cash
88%
AAPL
3%
GILD
3%
GLD
3%
MDLZ
3%
02/13/2024
cash
25%
ADBE
3%
ADI
3%
ADP
3%
AMZN
3%
AVGO
3%
BKNG
3%
CEG
3%
COST
3%
CTAS
3%
GILD
3%
GLD
3%
HON
3%
INTC
3%
INTU
3%
LIN
3%
LRCX
3%
MP
3%
MU
3%
PEP
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
02/12/2024
cash
79%
AAPL
3%
AVGO
3%
CEG
3%
ISRG
3%
NFLX
3%
SBUX
3%
TSLA
3%
02/08/2024
cash
76%
APP
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GILD
3%
ISRG
3%
LIN
3%
ORLY
3%
02/07/2024
cash
91%
AMGN
3%
GILD
3%
MDLZ
3%
02/06/2024
cash
61%
ADBE
3%
ADI
3%
AMD
3%
AVGO
3%
CDNS
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MU
3%
NFLX
3%
SNPS
3%
VRTX
3%
02/05/2024
cash
85%
CEG
3%
HON
3%
MDLZ
3%
MP
3%
TSLA
3%
02/02/2024
cash
91%
CMCSA
3%
HON
3%
NFLX
3%
02/01/2024
cash
91%
APP
3%
QCOM
3%
SHOP
3%
01/31/2024
cash
31%
ADBE
3%
AMD
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CRWD
3%
CSCO
3%
DASH
3%
FTNT
3%
GILD
3%
LIN
3%
MAR
3%
MELI
3%
MSFT
3%
MSTR
3%
NVDA
3%
ORLY
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
01/30/2024
cash
76%
DASH
3%
GILD
3%
INTC
3%
KLAC
3%
MELI
3%
MU
3%
NFLX
3%
TXN
3%
01/29/2024
cash
70%
ADI
3%
AMAT
3%
AVGO
3%
CRWD
3%
INTC
3%
KLAC
3%
LRCX
3%
PLTR
3%
QQQ
3%
SNPS
3%
01/26/2024
cash
67%
AAPL
3%
ADI
3%
AMAT
3%
AVGO
3%
CRWD
3%
INTC
3%
KLAC
3%
LRCX
3%
PLTR
3%
QQQ
3%
SNPS
3%
01/25/2024
cash
79%
ADI
3%
AVGO
3%
CDNS
3%
COST
3%
CRWD
3%
MELI
3%
SNPS
3%
01/24/2024
cash
67%
ADP
3%
AMGN
3%
CEG
3%
CSCO
3%
CTAS
3%
GLD
3%
HON
3%
ORLY
3%
PANW
3%
PEP
3%
VRTX
3%
01/23/2024
cash
85%
ADBE
3%
BKNG
3%
COST
3%
MU
3%
SBUX
3%
01/22/2024
cash
91%
BKNG
3%
DASH
3%
PEP
3%
01/18/2024
cash
91%
MSTR
3%
SHOP
3%
SNPS
3%
01/17/2024
cash
52%
ADI
3%
AMZN
3%
BKNG
3%
CMCSA
3%
CRWD
3%
FTNT
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
MELI
3%
MU
3%
QCOM
3%
SBUX
3%
TXN
3%
VRTX
3%
01/16/2024
cash
79%
AAPL
3%
APP
3%
HON
3%
INTU
3%
META
3%
MSTR
3%
NFLX
3%
01/12/2024
cash
82%
INTC
3%
MSTR
3%
MU
3%
SBUX
3%
SNPS
3%
TSLA
3%
01/10/2024
cash
76%
AMAT
3%
AMGN
3%
GILD
3%
GLD
3%
INTC
3%
MDLZ
3%
MP
3%
MU
3%
01/09/2024
cash
85%
CSCO
3%
FTNT
3%
LIN
3%
MSTR
3%
SBUX
3%
01/05/2024
cash
55%
AAPL
3%
ADBE
3%
BKNG
3%
CDNS
3%
CTAS
3%
GILD
3%
GOOG
3%
KLAC
3%
MP
3%
MSFT
3%
MSTR
3%
ORLY
3%
PANW
3%
SBUX
3%
SNPS
3%
01/04/2024
cash
52%
AAPL
3%
ADBE
3%
ADI
3%
AMZN
3%
AVGO
3%
CDNS
3%
CEG
3%
CMCSA
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
01/03/2024
cash
19%
ADBE
3%
ADI
3%
AMD
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
GLD
3%
HON
3%
INTC
3%
ISRG
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
MSTR
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
SHOP
3%
SNPS
3%
01/02/2024
cash
52%
ADBE
3%
AMD
3%
AVGO
3%
CEG
3%
COST
3%
CRWD
3%
CTAS
3%
FTNT
3%
MAR
3%
META
3%
MP
3%
MSFT
3%
MU
3%
NFLX
3%
ORLY
3%
SBUX
3%
12/29/2023
cash
85%
AVGO
3%
COST
3%
FTNT
3%
MSTR
3%
VRTX
3%
12/28/2023
cash
88%
AVGO
3%
CTAS
3%
GLD
3%
GOOG
3%
12/27/2023
cash
91%
BKNG
3%
GOOG
3%
SNPS
3%
12/26/2023
cash
88%
AAPL
3%
MELI
3%
ORLY
3%
SNPS
3%
12/22/2023
cash
79%
AAPL
3%
CEG
3%
MELI
3%
NFLX
3%
ORLY
3%
PANW
3%
SNPS
3%
12/20/2023
AAPL
2.94%
ADI
2.94%
AMAT
2.94%
AMD
2.94%
AMGN
2.94%
AVGO
2.94%
BKNG
2.94%
CDNS
2.94%
COST
2.94%
CRWD
2.94%
DASH
2.94%
GLD
2.94%
HON
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LIN
2.94%
LRCX
2.94%
MAR
2.94%
MDLZ
2.94%
MELI
2.94%
MSFT
2.94%
NVDA
2.94%
ORLY
2.94%
PEP
2.94%
PLTR
2.94%
QCOM
2.94%
QQQ
2.94%
SHOP
2.94%
SNPS
2.94%
TMUS
2.94%
TSLA
2.94%
TXN
2.94%
12/18/2023
cash
88%
AAPL
3%
FTNT
3%
GILD
3%
KLAC
3%
12/15/2023
cash
85%
ADP
3%
CTAS
3%
LIN
3%
PEP
3%
SBUX
3%
12/14/2023
cash
67%
ADP
3%
AMGN
3%
CDNS
3%
CTAS
3%
MDLZ
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
SNPS
3%
12/12/2023
cash
85%
APP
3%
GLD
3%
GOOG
3%
MP
3%
TXN
3%
12/11/2023
cash
85%
AAPL
3%
APP
3%
GLD
3%
GOOG
3%
META
3%
12/08/2023
cash
82%
ADP
3%
AMGN
3%
GLD
3%
ORLY
3%
PEP
3%
VRTX
3%
12/07/2023
cash
82%
ADP
3%
CEG
3%
FTNT
3%
GILD
3%
LIN
3%
ORLY
3%
12/06/2023
cash
55%
ADBE
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
APP
3%
CDNS
3%
CSCO
3%
INTU
3%
KLAC
3%
MELI
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
12/05/2023
cash
70%
ADI
3%
AMAT
3%
APP
3%
CMCSA
3%
GLD
3%
LRCX
3%
MAR
3%
MP
3%
MU
3%
SBUX
3%
12/04/2023
cash
49%
ADBE
3%
AMAT
3%
AMD
3%
APP
3%
CDNS
3%
CEG
3%
CSCO
3%
GLD
3%
GOOG
3%
MELI
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
SNPS
3%
VRTX
3%
11/30/2023
cash
82%
ADBE
3%
APP
3%
AVGO
3%
DASH
3%
INTU
3%
SNPS
3%
11/29/2023
cash
73%
AAPL
3%
AMZN
3%
AVGO
3%
CMCSA
3%
COST
3%
KLAC
3%
MDLZ
3%
ORLY
3%
PEP
3%
11/28/2023
cash
61%
AMAT
3%
APP
3%
AVGO
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GILD
3%
ISRG
3%
KLAC
3%
LRCX
3%
QCOM
3%
SBUX
3%
VRTX
3%
11/27/2023
cash
67%
ADP
3%
AVGO
3%
CMCSA
3%
GILD
3%
GOOG
3%
META
3%
MP
3%
MSTR
3%
PEP
3%
SBUX
3%
VRTX
3%
11/24/2023
cash
82%
AAPL
3%
BKNG
3%
DASH
3%
GOOG
3%
PLTR
3%
SBUX
3%
11/22/2023
cash
88%
AVGO
3%
BKNG
3%
SBUX
3%
TSLA
3%
11/21/2023
cash
79%
AMD
3%
AMGN
3%
GILD
3%
MU
3%
QCOM
3%
SBUX
3%
TXN
3%
11/17/2023
cash
64%
AMAT
3%
AMGN
3%
COST
3%
CSCO
3%
CTAS
3%
GOOG
3%
MELI
3%
MSFT
3%
MSTR
3%
ORLY
3%
PEP
3%
SBUX
3%
11/16/2023
cash
73%
AVGO
3%
CEG
3%
COST
3%
FTNT
3%
GILD
3%
MP
3%
ORLY
3%
PANW
3%
VRTX
3%
11/15/2023
cash
85%
ADBE
3%
AMD
3%
BKNG
3%
CDNS
3%
ORLY
3%
11/09/2023
cash
43%
ADBE
3%
ADI
3%
AMZN
3%
APP
3%
CMCSA
3%
COST
3%
CRWD
3%
CSCO
3%
DASH
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
PEP
3%
PLTR
3%
QQQ
3%
SBUX
3%
TXN
3%
11/08/2023
cash
91%
HON
3%
TMUS
3%
TXN
3%
11/07/2023
cash
91%
DASH
3%
GLD
3%
LIN
3%
11/06/2023
cash
91%
DASH
3%
MP
3%
PANW
3%
10/30/2023
cash
91%
ADI
3%
TSLA
3%
TXN
3%
10/27/2023
cash
55%
ADBE
3%
CEG
3%
COST
3%
CTAS
3%
GILD
3%
ISRG
3%
LRCX
3%
MAR
3%
MP
3%
NFLX
3%
PEP
3%
SBUX
3%
SHOP
3%
TMUS
3%
VRTX
3%
10/26/2023
cash
25%
ADBE
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
FTNT
3%
INTU
3%
ISRG
3%
MAR
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TSLA
3%
10/25/2023
cash
61%
ADBE
3%
ADI
3%
AMGN
3%
APP
3%
CDNS
3%
CEG
3%
CTAS
3%
FTNT
3%
ISRG
3%
LRCX
3%
SHOP
3%
SNPS
3%
TXN
3%
10/23/2023
cash
70%
ADI
3%
AMD
3%
AMGN
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
INTU
3%
MP
3%
MU
3%
10/20/2023
cash
4%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CEG
3%
CMCSA
3%
COST
3%
CRWD
3%
CSCO
3%
CTAS
3%
DASH
3%
GILD
3%
HON
3%
ISRG
3%
LIN
3%
LRCX
3%
MAR
3%
MU
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
VRTX
3%
10/19/2023
cash
76%
CMCSA
3%
HON
3%
LIN
3%
MAR
3%
META
3%
ORLY
3%
PEP
3%
TMUS
3%
10/18/2023
cash
61%
AAPL
3%
AMZN
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
META
3%
MSTR
3%
PLTR
3%
QQQ
3%
SNPS
3%
TMUS
3%
10/17/2023
cash
91%
AAPL
3%
AVGO
3%
CTAS
3%
10/13/2023
cash
28%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CEG
3%
CTAS
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
MAR
3%
META
3%
MSFT
3%
MSTR
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
10/12/2023
cash
55%
ADP
3%
APP
3%
CMCSA
3%
FTNT
3%
HON
3%
ISRG
3%
MDLZ
3%
MELI
3%
MP
3%
MSTR
3%
NFLX
3%
PEP
3%
SBUX
3%
TMUS
3%
TXN
3%
10/05/2023
cash
76%
BKNG
3%
CMCSA
3%
CSCO
3%
HON
3%
LIN
3%
MELI
3%
NFLX
3%
TXN
3%
10/03/2023
ADBE
2.56%
ADI
2.56%
AMAT
2.56%
AMD
2.56%
AMGN
2.56%
AMZN
2.56%
APP
2.56%
AVGO
2.56%
BKNG
2.56%
CDNS
2.56%
CMCSA
2.56%
COST
2.56%
CSCO
2.56%
CTAS
2.56%
DASH
2.56%
FTNT
2.56%
GILD
2.56%
INTU
2.56%
ISRG
2.56%
KLAC
2.56%
LRCX
2.56%
MAR
2.56%
MDLZ
2.56%
MELI
2.56%
META
2.56%
MSFT
2.56%
MSTR
2.56%
NFLX
2.56%
NVDA
2.56%
ORLY
2.56%
PANW
2.56%
PEP
2.56%
PLTR
2.56%
SBUX
2.56%
SHOP
2.56%
SNPS
2.56%
TMUS
2.56%
TSLA
2.56%
VRTX
2.56%
10/02/2023
cash
88%
ADP
3%
CEG
3%
LIN
3%
MDLZ
3%
09/28/2023
cash
88%
CEG
3%
GLD
3%
MDLZ
3%
MU
3%
09/27/2023
cash
73%
AAPL
3%
ADBE
3%
GLD
3%
MELI
3%
MP
3%
NFLX
3%
ORLY
3%
PEP
3%
SBUX
3%
09/26/2023
cash
37%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AVGO
3%
CEG
3%
CMCSA
3%
CSCO
3%
DASH
3%
FTNT
3%
GOOG
3%
INTU
3%
LRCX
3%
MAR
3%
MSTR
3%
ORLY
3%
PLTR
3%
QQQ
3%
SBUX
3%
SNPS
3%
09/25/2023
cash
88%
MAR
3%
MDLZ
3%
PANW
3%
SBUX
3%
09/22/2023
cash
64%
ADBE
3%
GOOG
3%
HON
3%
MAR
3%
MELI
3%
MSFT
3%
MSTR
3%
QCOM
3%
SHOP
3%
TMUS
3%
TXN
3%
VRTX
3%
09/21/2023
cash
25%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
DASH
3%
GLD
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
MP
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PEP
3%
SBUX
3%
SNPS
3%
TMUS
3%
09/20/2023
cash
67%
AAPL
3%
AMAT
3%
BKNG
3%
CEG
3%
CMCSA
3%
CRWD
3%
ISRG
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
09/19/2023
cash
73%
AMAT
3%
INTU
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
PANW
3%
PEP
3%
SBUX
3%
09/18/2023
cash
70%
CTAS
3%
FTNT
3%
INTU
3%
MAR
3%
MSFT
3%
PANW
3%
QCOM
3%
QQQ
3%
TMUS
3%
TSLA
3%
09/15/2023
cash
46%
ADBE
3%
ADP
3%
AMZN
3%
AVGO
3%
CDNS
3%
CEG
3%
CMCSA
3%
COST
3%
CTAS
3%
INTU
3%
ISRG
3%
META
3%
MSTR
3%
ORLY
3%
PLTR
3%
SBUX
3%
SNPS
3%
TXN
3%
09/13/2023
cash
61%
AAPL
3%
AMGN
3%
APP
3%
BKNG
3%
CSCO
3%
DASH
3%
FTNT
3%
GLD
3%
INTU
3%
KLAC
3%
LIN
3%
MAR
3%
MSTR
3%
09/12/2023
cash
37%
ADI
3%
AMAT
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
CSCO
3%
FTNT
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
ORLY
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
09/11/2023
cash
91%
ADP
3%
INTU
3%
MSTR
3%
09/08/2023
cash
91%
CDNS
3%
CTAS
3%
QCOM
3%
09/07/2023
cash
43%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AVGO
3%
BKNG
3%
GILD
3%
KLAC
3%
LRCX
3%
MAR
3%
MP
3%
MSFT
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
09/06/2023
cash
70%
AMGN
3%
AMZN
3%
APP
3%
CTAS
3%
DASH
3%
GILD
3%
GOOG
3%
QQQ
3%
TMUS
3%
TXN
3%
09/05/2023
cash
61%
ADP
3%
APP
3%
AVGO
3%
CMCSA
3%
CTAS
3%
DASH
3%
GILD
3%
GLD
3%
ISRG
3%
LIN
3%
MAR
3%
MDLZ
3%
PEP
3%
09/01/2023
cash
85%
AVGO
3%
COST
3%
ISRG
3%
MDLZ
3%
TSLA
3%
08/31/2023
cash
70%
AMGN
3%
CEG
3%
GILD
3%
HON
3%
MAR
3%
MSTR
3%
ORLY
3%
PLTR
3%
SBUX
3%
VRTX
3%
08/25/2023
cash
88%
AVGO
3%
CEG
3%
NVDA
3%
ORLY
3%
08/24/2023
AAPL
2.22%
ADBE
2.22%
ADI
2.22%
ADP
2.22%
AMAT
2.22%
AMD
2.22%
AMGN
2.22%
AMZN
2.22%
APP
2.22%
AVGO
2.22%
BKNG
2.22%
CDNS
2.22%
CEG
2.22%
CMCSA
2.22%
COST
2.22%
CRWD
2.22%
CSCO
2.22%
CTAS
2.22%
DASH
2.22%
FTNT
2.22%
GILD
2.22%
GOOG
2.22%
HON
2.22%
INTC
2.22%
ISRG
2.22%
KLAC
2.22%
LRCX
2.22%
MAR
2.22%
MDLZ
2.22%
MELI
2.22%
META
2.22%
MP
2.22%
MSFT
2.22%
MU
2.22%
NFLX
2.22%
ORLY
2.22%
PANW
2.22%
PLTR
2.22%
QCOM
2.22%
QQQ
2.22%
SNPS
2.22%
TMUS
2.22%
TSLA
2.22%
TXN
2.22%
VRTX
2.22%
08/23/2023
cash
94%
CMCSA
3%
SBUX
3%
08/22/2023
cash
79%
ADP
3%
AMGN
3%
CMCSA
3%
MDLZ
3%
ORLY
3%
PEP
3%
QCOM
3%
08/21/2023
cash
82%
AMGN
3%
DASH
3%
MAR
3%
MDLZ
3%
PEP
3%
TMUS
3%
08/18/2023
cash
55%
ADBE
3%
AMGN
3%
BKNG
3%
CEG
3%
CMCSA
3%
FTNT
3%
GOOG
3%
ISRG
3%
LIN
3%
MAR
3%
MDLZ
3%
MP
3%
MSTR
3%
PEP
3%
TSLA
3%
08/17/2023
AAPL
2.63%
ADBE
2.63%
ADI
2.63%
ADP
2.63%
AMD
2.63%
AMZN
2.63%
APP
2.63%
AVGO
2.63%
BKNG
2.63%
CDNS
2.63%
CEG
2.63%
CRWD
2.63%
CTAS
2.63%
DASH
2.63%
FTNT
2.63%
HON
2.63%
INTC
2.63%
INTU
2.63%
ISRG
2.63%
KLAC
2.63%
LIN
2.63%
MAR
2.63%
MDLZ
2.63%
MELI
2.63%
META
2.63%
MP
2.63%
MSFT
2.63%
MU
2.63%
NFLX
2.63%
NVDA
2.63%
ORLY
2.63%
PEP
2.63%
PLTR
2.63%
QQQ
2.63%
SBUX
2.63%
SNPS
2.63%
TMUS
2.63%
TSLA
2.63%
08/16/2023
cash
73%
AVGO
3%
CEG
3%
GLD
3%
GOOG
3%
HON
3%
KLAC
3%
LRCX
3%
PEP
3%
QCOM
3%
08/15/2023
cash
55%
AAPL
3%
ADI
3%
ADP
3%
CTAS
3%
DASH
3%
FTNT
3%
HON
3%
INTU
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
PEP
3%
QCOM
3%
QQQ
3%
08/11/2023
cash
52%
ADBE
3%
AMAT
3%
AMD
3%
AVGO
3%
FTNT
3%
INTU
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
SHOP
3%
TXN
3%
08/10/2023
cash
91%
AVGO
3%
CTAS
3%
QCOM
3%
08/09/2023
cash
25%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
GLD
3%
GOOG
3%
INTC
3%
KLAC
3%
LIN
3%
LRCX
3%
MELI
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TSLA
3%
08/08/2023
cash
49%
ADBE
3%
ADI
3%
AMZN
3%
CDNS
3%
CRWD
3%
CTAS
3%
HON
3%
ISRG
3%
MDLZ
3%
MSFT
3%
PANW
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
08/07/2023
cash
88%
MP
3%
MSTR
3%
PANW
3%
SHOP
3%
08/04/2023
cash
37%
ADI
3%
ADP
3%
AMAT
3%
AVGO
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
ISRG
3%
LIN
3%
META
3%
ORLY
3%
PEP
3%
QQQ
3%
SBUX
3%
TMUS
3%
TXN
3%
VRTX
3%
08/03/2023
cash
70%
ADBE
3%
AVGO
3%
ISRG
3%
LIN
3%
MAR
3%
MSFT
3%
PEP
3%
QCOM
3%
QQQ
3%
TMUS
3%
08/02/2023
cash
61%
AMD
3%
COST
3%
GOOG
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
SNPS
3%
TSLA
3%
08/01/2023
cash
88%
HON
3%
PEP
3%
TMUS
3%
TSLA
3%
07/31/2023
cash
79%
CSCO
3%
CTAS
3%
HON
3%
ISRG
3%
MDLZ
3%
META
3%
ORLY
3%
07/27/2023
cash
49%
AAPL
3%
CEG
3%
COST
3%
CTAS
3%
FTNT
3%
GLD
3%
ISRG
3%
MELI
3%
MP
3%
MSFT
3%
NFLX
3%
ORLY
3%
PEP
3%
PLTR
3%
QQQ
3%
SHOP
3%
TSLA
3%
07/26/2023
cash
67%
ADBE
3%
ADI
3%
AMD
3%
AVGO
3%
CDNS
3%
FTNT
3%
MELI
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
07/24/2023
cash
76%
BKNG
3%
FTNT
3%
GLD
3%
INTU
3%
ISRG
3%
PLTR
3%
SNPS
3%
VRTX
3%
07/21/2023
cash
79%
AAPL
3%
GLD
3%
MP
3%
NFLX
3%
NVDA
3%
QQQ
3%
TSLA
3%
07/20/2023
cash
31%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
CRWD
3%
DASH
3%
FTNT
3%
GLD
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
07/19/2023
cash
79%
CEG
3%
FTNT
3%
GOOG
3%
LIN
3%
MAR
3%
MP
3%
TMUS
3%
07/14/2023
cash
70%
ADI
3%
APP
3%
CMCSA
3%
CSCO
3%
HON
3%
INTC
3%
MAR
3%
MP
3%
PLTR
3%
TXN
3%
07/12/2023
cash
91%
CRWD
3%
FTNT
3%
PANW
3%
07/11/2023
cash
88%
AMAT
3%
AMD
3%
KLAC
3%
MDLZ
3%
07/10/2023
cash
79%
AMZN
3%
GOOG
3%
MELI
3%
MSFT
3%
PANW
3%
TMUS
3%
TSLA
3%
07/07/2023
cash
37%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
CDNS
3%
COST
3%
CTAS
3%
GILD
3%
HON
3%
INTU
3%
KLAC
3%
MDLZ
3%
MU
3%
ORLY
3%
PANW
3%
PEP
3%
SBUX
3%
SHOP
3%
TXN
3%
VRTX
3%
07/06/2023
cash
40%
ADI
3%
AMAT
3%
AMZN
3%
APP
3%
BKNG
3%
CEG
3%
CSCO
3%
GLD
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
LIN
3%
LRCX
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SBUX
3%
TSLA
3%
07/05/2023
cash
76%
AMAT
3%
AMD
3%
AVGO
3%
FTNT
3%
KLAC
3%
LRCX
3%
MU
3%
QCOM
3%
07/03/2023
cash
91%
CTAS
3%
FTNT
3%
INTU
3%
06/29/2023
cash
82%
AMZN
3%
INTC
3%
MDLZ
3%
MELI
3%
META
3%
SHOP
3%
06/26/2023
cash
52%
AAPL
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CRWD
3%
CSCO
3%
GOOG
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
QQQ
3%
SNPS
3%
TSLA
3%
06/23/2023
cash
52%
ADP
3%
AMAT
3%
AVGO
3%
CDNS
3%
CMCSA
3%
CTAS
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MP
3%
ORLY
3%
QCOM
3%
SBUX
3%
SNPS
3%
TXN
3%
06/22/2023
cash
82%
AMD
3%
CEG
3%
GLD
3%
INTC
3%
NFLX
3%
PLTR
3%
06/21/2023
cash
31%
ADBE
3%
AMAT
3%
AMGN
3%
AMZN
3%
APP
3%
AVGO
3%
CDNS
3%
CEG
3%
CRWD
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
06/20/2023
cash
67%
COST
3%
GILD
3%
HON
3%
INTC
3%
LIN
3%
MAR
3%
MDLZ
3%
PANW
3%
QCOM
3%
SBUX
3%
VRTX
3%
06/16/2023
cash
73%
ADI
3%
AMAT
3%
AMZN
3%
CDNS
3%
CEG
3%
KLAC
3%
MELI
3%
NFLX
3%
SNPS
3%
06/14/2023
cash
88%
ADP
3%
CEG
3%
DASH
3%
TMUS
3%
06/13/2023
cash
91%
GLD
3%
MELI
3%
TMUS
3%
06/09/2023
cash
73%
BKNG
3%
CRWD
3%
FTNT
3%
KLAC
3%
LRCX
3%
MP
3%
MSTR
3%
PANW
3%
TXN
3%
06/07/2023
cash
7%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
APP
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
CTAS
3%
FTNT
3%
GLD
3%
GOOG
3%
INTU
3%
ISRG
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
PEP
3%
PLTR
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
VRTX
3%
06/06/2023
cash
79%
HON
3%
LIN
3%
MDLZ
3%
NFLX
3%
ORLY
3%
SNPS
3%
TMUS
3%
06/05/2023
cash
91%
ADI
3%
INTC
3%
LRCX
3%
06/02/2023
cash
82%
AMD
3%
CDNS
3%
CRWD
3%
GLD
3%
SNPS
3%
TMUS
3%
05/31/2023
cash
52%
AMD
3%
BKNG
3%
CDNS
3%
CSCO
3%
GOOG
3%
HON
3%
MAR
3%
MELI
3%
MP
3%
MSFT
3%
MU
3%
NVDA
3%
ORLY
3%
SHOP
3%
TXN
3%
VRTX
3%
05/30/2023
cash
73%
BKNG
3%
DASH
3%
GILD
3%
INTU
3%
MDLZ
3%
MP
3%
PEP
3%
SBUX
3%
SHOP
3%
05/25/2023
cash
64%
ADP
3%
AMGN
3%
AMZN
3%
APP
3%
BKNG
3%
GLD
3%
INTC
3%
INTU
3%
MELI
3%
NFLX
3%
SHOP
3%
TMUS
3%
05/24/2023
cash
37%
ADBE
3%
AMAT
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GLD
3%
GOOG
3%
HON
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MSFT
3%
PLTR
3%
QQQ
3%
SBUX
3%
TSLA
3%
TXN
3%
05/23/2023
cash
40%
AAPL
3%
AMAT
3%
APP
3%
BKNG
3%
CDNS
3%
CRWD
3%
CTAS
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
MSFT
3%
NFLX
3%
ORLY
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
VRTX
3%
05/22/2023
cash
91%
AMZN
3%
MDLZ
3%
ORLY
3%
05/17/2023
cash
82%
AMGN
3%
INTC
3%
LIN
3%
MDLZ
3%
PEP
3%
VRTX
3%
05/16/2023
cash
61%
CEG
3%
CMCSA
3%
COST
3%
GLD
3%
HON
3%
MELI
3%
MP
3%
MSTR
3%
NFLX
3%
PEP
3%
QCOM
3%
SBUX
3%
SHOP
3%
05/15/2023
cash
88%
CTAS
3%
PANW
3%
PEP
3%
TSLA
3%
05/12/2023
cash
67%
ADBE
3%
AMD
3%
CRWD
3%
DASH
3%
GLD
3%
MAR
3%
MELI
3%
MP
3%
MSTR
3%
PLTR
3%
SHOP
3%
05/11/2023
cash
82%
ADBE
3%
ADP
3%
CDNS
3%
GLD
3%
SBUX
3%
TXN
3%
05/09/2023
cash
67%
AAPL
3%
ADI
3%
AMAT
3%
AVGO
3%
CDNS
3%
CMCSA
3%
KLAC
3%
LRCX
3%
MELI
3%
SNPS
3%
TMUS
3%
05/08/2023
cash
88%
CTAS
3%
GILD
3%
MSTR
3%
VRTX
3%
05/04/2023
cash
43%
ADBE
3%
ADI
3%
ADP
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
KLAC
3%
LIN
3%
MAR
3%
MELI
3%
NVDA
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
05/03/2023
cash
64%
ADI
3%
AMGN
3%
CDNS
3%
COST
3%
CSCO
3%
INTU
3%
LIN
3%
LRCX
3%
QQQ
3%
SBUX
3%
TMUS
3%
TXN
3%
05/02/2023
cash
64%
ADP
3%
APP
3%
AVGO
3%
CDNS
3%
CRWD
3%
GOOG
3%
INTU
3%
KLAC
3%
META
3%
NFLX
3%
SNPS
3%
TMUS
3%
05/01/2023
cash
91%
AMZN
3%
COST
3%
GLD
3%
04/26/2023
cash
52%
ADBE
3%
AMAT
3%
AVGO
3%
BKNG
3%
CEG
3%
COST
3%
CSCO
3%
CTAS
3%
INTU
3%
LRCX
3%
MAR
3%
MP
3%
NFLX
3%
SHOP
3%
TSLA
3%
TXN
3%
04/25/2023
cash
37%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
CRWD
3%
DASH
3%
LRCX
3%
MELI
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
04/21/2023
cash
88%
AMD
3%
GLD
3%
HON
3%
MSTR
3%
04/20/2023
cash
52%
ADP
3%
AMGN
3%
APP
3%
BKNG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
DASH
3%
FTNT
3%
HON
3%
META
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
TMUS
3%
04/19/2023
cash
82%
CTAS
3%
INTC
3%
KLAC
3%
MU
3%
ORLY
3%
TXN
3%
04/17/2023
cash
91%
CDNS
3%
CEG
3%
DASH
3%
04/14/2023
cash
88%
COST
3%
GLD
3%
INTC
3%
MDLZ
3%
04/12/2023
cash
28%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
TSLA
3%
TXN
3%
04/11/2023
cash
88%
AAPL
3%
ADBE
3%
INTU
3%
MSFT
3%
04/10/2023
cash
79%
AAPL
3%
ADBE
3%
AMGN
3%
BKNG
3%
GILD
3%
GLD
3%
MDLZ
3%
04/06/2023
cash
79%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
COST
3%
KLAC
3%
SNPS
3%
04/05/2023
cash
82%
LIN
3%
META
3%
MSFT
3%
MSTR
3%
NVDA
3%
TXN
3%
03/28/2023
cash
49%
AMAT
3%
AMD
3%
CDNS
3%
COST
3%
CRWD
3%
DASH
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
NFLX
3%
PANW
3%
QCOM
3%
SHOP
3%
SNPS
3%
03/27/2023
cash
67%
AAPL
3%
ADI
3%
AMD
3%
AVGO
3%
GLD
3%
KLAC
3%
META
3%
MSFT
3%
MSTR
3%
NVDA
3%
TXN
3%
03/24/2023
cash
79%
BKNG
3%
CDNS
3%
CRWD
3%
MAR
3%
MP
3%
PANW
3%
SHOP
3%
03/23/2023
cash
70%
CEG
3%
CMCSA
3%
CTAS
3%
HON
3%
MAR
3%
MDLZ
3%
ORLY
3%
PEP
3%
SBUX
3%
TMUS
3%
03/22/2023
cash
16%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
DASH
3%
FTNT
3%
GILD
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
MELI
3%
MP
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
TXN
3%
VRTX
3%
03/21/2023
cash
91%
AMAT
3%
GLD
3%
KLAC
3%
03/17/2023
cash
73%
AMGN
3%
CEG
3%
GILD
3%
HON
3%
LIN
3%
META
3%
MP
3%
ORLY
3%
SBUX
3%
03/10/2023
cash
55%
ADI
3%
BKNG
3%
CMCSA
3%
COST
3%
FTNT
3%
ISRG
3%
META
3%
MSFT
3%
MSTR
3%
ORLY
3%
PLTR
3%
QQQ
3%
SBUX
3%
TMUS
3%
TXN
3%
03/09/2023
cash
91%
AMGN
3%
ORLY
3%
PEP
3%
03/08/2023
cash
91%
GLD
3%
TSLA
3%
VRTX
3%
03/07/2023
cash
79%
AMGN
3%
APP
3%
HON
3%
KLAC
3%
PANW
3%
SNPS
3%
TXN
3%
03/01/2023
cash
73%
AAPL
3%
CEG
3%
CMCSA
3%
CTAS
3%
ISRG
3%
MDLZ
3%
MSFT
3%
ORLY
3%
PANW
3%
02/28/2023
cash
91%
AMGN
3%
ISRG
3%
MAR
3%
02/27/2023
cash
88%
CDNS
3%
DASH
3%
MAR
3%
QCOM
3%
02/24/2023
cash
61%
AMD
3%
AMGN
3%
CDNS
3%
CMCSA
3%
FTNT
3%
GLD
3%
LRCX
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
QQQ
3%
SHOP
3%
02/22/2023
cash
85%
AMGN
3%
GLD
3%
HON
3%
LRCX
3%
MU
3%
02/21/2023
cash
55%
ADBE
3%
AMD
3%
AMZN
3%
APP
3%
CRWD
3%
GOOG
3%
KLAC
3%
LRCX
3%
MSTR
3%
MU
3%
QCOM
3%
QQQ
3%
SHOP
3%
TSLA
3%
TXN
3%
02/17/2023
cash
85%
APP
3%
FTNT
3%
LIN
3%
MELI
3%
PLTR
3%
02/16/2023
cash
82%
AMGN
3%
APP
3%
GILD
3%
HON
3%
META
3%
TSLA
3%
02/13/2023
cash
61%
ADBE
3%
AMD
3%
BKNG
3%
CRWD
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
META
3%
MSTR
3%
NFLX
3%
QCOM
3%
TSLA
3%
02/10/2023
cash
58%
ADBE
3%
AMD
3%
BKNG
3%
CRWD
3%
DASH
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
META
3%
MSTR
3%
NFLX
3%
QCOM
3%
TSLA
3%
02/09/2023
cash
67%
AAPL
3%
AMZN
3%
GLD
3%
GOOG
3%
HON
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
QCOM
3%
TXN
3%
02/06/2023
cash
55%
ADBE
3%
AMAT
3%
AMD
3%
AMZN
3%
CRWD
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
PANW
3%
PLTR
3%
QQQ
3%
SHOP
3%
01/30/2023
cash
70%
AMAT
3%
CEG
3%
CRWD
3%
DASH
3%
LRCX
3%
MELI
3%
MSFT
3%
SHOP
3%
TSLA
3%
TXN
3%
01/19/2023
cash
55%
AMD
3%
AMGN
3%
APP
3%
AVGO
3%
CEG
3%
COST
3%
CTAS
3%
INTU
3%
MP
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
01/18/2023
cash
91%
CMCSA
3%
META
3%
MSTR
3%
01/05/2023
cash
58%
ADBE
3%
ADI
3%
ADP
3%
CDNS
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GLD
3%
HON
3%
KLAC
3%
LIN
3%
NVDA
3%
QQQ
3%
12/28/2022
cash
70%
ADP
3%
AMGN
3%
GILD
3%
INTU
3%
ISRG
3%
LIN
3%
META
3%
NFLX
3%
QQQ
3%
SHOP
3%
12/23/2022
cash
91%
AMGN
3%
CRWD
3%
GILD
3%
12/22/2022
cash
67%
ADI
3%
ADP
3%
AMZN
3%
BKNG
3%
CEG
3%
CTAS
3%
GOOG
3%
INTU
3%
KLAC
3%
ORLY
3%
TMUS
3%
12/20/2022
cash
91%
AVGO
3%
GILD
3%
TMUS
3%
12/16/2022
cash
79%
ADBE
3%
CDNS
3%
HON
3%
MELI
3%
ORLY
3%
SHOP
3%
SNPS
3%
12/15/2022
cash
82%
CDNS
3%
HON
3%
MELI
3%
ORLY
3%
SHOP
3%
SNPS
3%
12/09/2022
cash
55%
ADP
3%
AMD
3%
AMGN
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
MDLZ
3%
MP
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
SNPS
3%
TMUS
3%
12/06/2022
cash
61%
AAPL
3%
ADBE
3%
AMAT
3%
AMD
3%
AMGN
3%
CTAS
3%
FTNT
3%
HON
3%
ISRG
3%
KLAC
3%
META
3%
ORLY
3%
PANW
3%
12/01/2022
cash
43%
AAPL
3%
AMAT
3%
CDNS
3%
DASH
3%
GOOG
3%
INTU
3%
ISRG
3%
LRCX
3%
MELI
3%
MP
3%
MSFT
3%
NVDA
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
11/30/2022
cash
46%
AAPL
3%
AMAT
3%
CDNS
3%
DASH
3%
GOOG
3%
INTU
3%
ISRG
3%
LRCX
3%
MELI
3%
MP
3%
MSFT
3%
NVDA
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
TSLA
3%
11/29/2022
cash
49%
AAPL
3%
AMAT
3%
CDNS
3%
DASH
3%
GOOG
3%
ISRG
3%
LRCX
3%
MELI
3%
MP
3%
MSFT
3%
NVDA
3%
PLTR
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
TSLA
3%
11/28/2022
cash
61%
ADBE
3%
AMD
3%
AVGO
3%
FTNT
3%
GLD
3%
ISRG
3%
LRCX
3%
MAR
3%
META
3%
MP
3%
NFLX
3%
QCOM
3%
SBUX
3%
11/21/2022
cash
91%
META
3%
SHOP
3%
TXN
3%
11/18/2022
cash
91%
FTNT
3%
GLD
3%
NVDA
3%
11/16/2022
cash
82%
AMD
3%
CRWD
3%
DASH
3%
INTC
3%
META
3%
SHOP
3%
11/14/2022
cash
91%
INTU
3%
MAR
3%
MDLZ
3%
11/10/2022
cash
10%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
APP
3%
AVGO
3%
CEG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
CTAS
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
MDLZ
3%
MELI
3%
MP
3%
MSFT
3%
MU
3%
NVDA
3%
PEP
3%
PLTR
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
11/09/2022
cash
13%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CEG
3%
CMCSA
3%
CRWD
3%
CSCO
3%
CTAS
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
MDLZ
3%
MELI
3%
MP
3%
MSFT
3%
MU
3%
NVDA
3%
PEP
3%
PLTR
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
11/03/2022
cash
49%
ADI
3%
ADP
3%
AMAT
3%
AMZN
3%
AVGO
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GOOG
3%
ISRG
3%
MDLZ
3%
META
3%
MSFT
3%
PEP
3%
QCOM
3%
QQQ
3%
TXN
3%
11/02/2022
cash
67%
ADI
3%
AMAT
3%
AMD
3%
GLD
3%
GOOG
3%
LIN
3%
LRCX
3%
META
3%
NFLX
3%
NVDA
3%
SHOP
3%
10/27/2022
cash
61%
ADBE
3%
ADI
3%
AMAT
3%
APP
3%
AVGO
3%
CDNS
3%
GOOG
3%
INTU
3%
MSFT
3%
MU
3%
QCOM
3%
QQQ
3%
SNPS
3%
10/20/2022
cash
70%
AMGN
3%
AVGO
3%
CEG
3%
COST
3%
GLD
3%
HON
3%
LIN
3%
MDLZ
3%
MP
3%
VRTX
3%
10/19/2022
cash
79%
AMD
3%
CRWD
3%
MSFT
3%
PANW
3%
PLTR
3%
SBUX
3%
SNPS
3%
10/14/2022
cash
37%
AAPL
3%
ADI
3%
AMD
3%
AMZN
3%
AVGO
3%
CEG
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
GLD
3%
GOOG
3%
INTU
3%
LIN
3%
MELI
3%
MU
3%
PLTR
3%
QQQ
3%
SBUX
3%
TMUS
3%
TXN
3%
10/12/2022
cash
67%
AAPL
3%
ADP
3%
COST
3%
CSCO
3%
CTAS
3%
MELI
3%
META
3%
PANW
3%
QCOM
3%
SNPS
3%
TMUS
3%
10/10/2022
cash
94%
CMCSA
3%
COST
3%
10/07/2022
cash
88%
ADBE
3%
AMGN
3%
META
3%
ORLY
3%
09/30/2022
cash
10%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
APP
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
DASH
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
MSFT
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
09/29/2022
cash
61%
ADP
3%
AMD
3%
AMZN
3%
APP
3%
CEG
3%
COST
3%
CSCO
3%
INTC
3%
LRCX
3%
META
3%
NVDA
3%
QCOM
3%
TXN
3%
09/27/2022
cash
85%
AMGN
3%
MDLZ
3%
META
3%
PEP
3%
SHOP
3%
09/26/2022
cash
61%
ADBE
3%
ADP
3%
AVGO
3%
DASH
3%
GLD
3%
HON
3%
KLAC
3%
LIN
3%
LRCX
3%
META
3%
NFLX
3%
NVDA
3%
VRTX
3%
09/23/2022
cash
85%
AAPL
3%
CDNS
3%
COST
3%
CRWD
3%
PANW
3%
09/06/2022
cash
76%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
MDLZ
3%
NFLX
3%
PEP
3%
QQQ
3%
09/02/2022
cash
64%
ADI
3%
CEG
3%
COST
3%
INTC
3%
INTU
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TSLA
3%
TXN
3%
08/31/2022
cash
85%
ADP
3%
AMZN
3%
COST
3%
CTAS
3%
TMUS
3%
08/30/2022
cash
91%
CEG
3%
COST
3%
META
3%
08/29/2022
cash
82%
ADP
3%
DASH
3%
META
3%
PLTR
3%
SNPS
3%
TSLA
3%
08/26/2022
cash
82%
CTAS
3%
GLD
3%
MELI
3%
ORLY
3%
TMUS
3%
TSLA
3%
08/23/2022
cash
49%
AAPL
3%
ADP
3%
AMGN
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
HON
3%
MDLZ
3%
META
3%
NFLX
3%
PLTR
3%
QCOM
3%
SBUX
3%
SHOP
3%
TMUS
3%
VRTX
3%
08/22/2022
cash
82%
CDNS
3%
CRWD
3%
GILD
3%
SNPS
3%
TMUS
3%
TSLA
3%
08/11/2022
cash
88%
COST
3%
PEP
3%
TMUS
3%
VRTX
3%
08/09/2022
cash
37%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CMCSA
3%
COST
3%
CRWD
3%
FTNT
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
TSLA
3%
TXN
3%
08/05/2022
cash
91%
CTAS
3%
GLD
3%
MAR
3%
08/02/2022
cash
82%
AAPL
3%
CSCO
3%
GLD
3%
HON
3%
LIN
3%
NFLX
3%
07/27/2022
cash
49%
ADBE
3%
AMAT
3%
BKNG
3%
COST
3%
CSCO
3%
FTNT
3%
GLD
3%
GOOG
3%
MAR
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QQQ
3%
SBUX
3%
TXN
3%
07/26/2022
cash
58%
ADBE
3%
AMAT
3%
BKNG
3%
COST
3%
CSCO
3%
FTNT
3%
GLD
3%
MAR
3%
MU
3%
NFLX
3%
PANW
3%
PLTR
3%
QQQ
3%
SBUX
3%
07/20/2022
cash
91%
GLD
3%
PANW
3%
PEP
3%
07/18/2022
cash
82%
AMGN
3%
CTAS
3%
GILD
3%
GOOG
3%
MDLZ
3%
TMUS
3%
07/14/2022
cash
64%
AMGN
3%
APP
3%
BKNG
3%
CRWD
3%
FTNT
3%
GILD
3%
GLD
3%
HON
3%
LIN
3%
META
3%
MP
3%
VRTX
3%
07/12/2022
cash
91%
AMZN
3%
COST
3%
ORLY
3%
07/11/2022
cash
94%
CMCSA
3%
PLTR
3%
06/30/2022
cash
91%
ADP
3%
AMZN
3%
CRWD
3%
06/23/2022
cash
85%
BKNG
3%
CSCO
3%
GLD
3%
HON
3%
MAR
3%
06/16/2022
cash
37%
AAPL
3%
ADP
3%
AMGN
3%
AMZN
3%
APP
3%
AVGO
3%
CMCSA
3%
DASH
3%
FTNT
3%
GILD
3%
GOOG
3%
LRCX
3%
MELI
3%
META
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
QQQ
3%
SHOP
3%
TMUS
3%
06/14/2022
cash
82%
ADP
3%
APP
3%
MDLZ
3%
MELI
3%
PEP
3%
SHOP
3%
06/13/2022
cash
49%
AAPL
3%
AMAT
3%
COST
3%
CRWD
3%
CSCO
3%
DASH
3%
FTNT
3%
GLD
3%
GOOG
3%
INTU
3%
ISRG
3%
MDLZ
3%
MP
3%
MSFT
3%
ORLY
3%
PANW
3%
VRTX
3%
06/01/2022
cash
49%
ADP
3%
AMAT
3%
COST
3%
DASH
3%
FTNT
3%
ISRG
3%
LIN
3%
LRCX
3%
MELI
3%
META
3%
MSTR
3%
NFLX
3%
ORLY
3%
PLTR
3%
SBUX
3%
SHOP
3%
TXN
3%
05/24/2022
cash
61%
AMZN
3%
APP
3%
BKNG
3%
CRWD
3%
DASH
3%
GOOG
3%
META
3%
NFLX
3%
PANW
3%
PLTR
3%
QCOM
3%
SHOP
3%
TSLA
3%
05/20/2022
cash
91%
AMAT
3%
COST
3%
ORLY
3%
05/19/2022
cash
88%
ADP
3%
CSCO
3%
META
3%
PEP
3%
05/18/2022
cash
40%
ADBE
3%
APP
3%
BKNG
3%
CDNS
3%
CRWD
3%
DASH
3%
FTNT
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PLTR
3%
QCOM
3%
SBUX
3%
05/12/2022
cash
88%
COST
3%
CTAS
3%
MSFT
3%
NVDA
3%
05/11/2022
cash
52%
ADBE
3%
AMAT
3%
AVGO
3%
CMCSA
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
HON
3%
KLAC
3%
LRCX
3%
MU
3%
NFLX
3%
SHOP
3%
SNPS
3%
TXN
3%
05/09/2022
cash
79%
ADBE
3%
AVGO
3%
COST
3%
CSCO
3%
LRCX
3%
MAR
3%
SHOP
3%
05/06/2022
cash
91%
AMZN
3%
COST
3%
TXN
3%
05/05/2022
cash
85%
BKNG
3%
CRWD
3%
FTNT
3%
MSTR
3%
SBUX
3%
05/04/2022
cash
91%
CRWD
3%
MSTR
3%
SBUX
3%
04/29/2022
cash
52%
ADBE
3%
ADI
3%
ADP
3%
AVGO
3%
CRWD
3%
CSCO
3%
CTAS
3%
GILD
3%
INTU
3%
MELI
3%
MP
3%
NVDA
3%
PANW
3%
PLTR
3%
QQQ
3%
TMUS
3%
04/27/2022
cash
82%
ADI
3%
CSCO
3%
GLD
3%
INTU
3%
META
3%
MU
3%
04/26/2022
cash
76%
BKNG
3%
CTAS
3%
MAR
3%
META
3%
MP
3%
QQQ
3%
SHOP
3%
SNPS
3%
04/22/2022
cash
82%
CRWD
3%
FTNT
3%
MAR
3%
NVDA
3%
PANW
3%
SNPS
3%
04/18/2022
cash
76%
ADP
3%
APP
3%
BKNG
3%
CMCSA
3%
DASH
3%
PANW
3%
PEP
3%
PLTR
3%
04/14/2022
cash
91%
KLAC
3%
META
3%
MU
3%
04/12/2022
cash
58%
AMAT
3%
CTAS
3%
GILD
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MELI
3%
META
3%
MP
3%
NVDA
3%
QQQ
3%
SHOP
3%
04/11/2022
cash
88%
AVGO
3%
FTNT
3%
HON
3%
TMUS
3%
04/08/2022
cash
85%
AVGO
3%
LRCX
3%
MAR
3%
QCOM
3%
SHOP
3%
04/06/2022
cash
82%
CRWD
3%
CSCO
3%
FTNT
3%
LIN
3%
PANW
3%
QCOM
3%
04/05/2022
cash
91%
BKNG
3%
CDNS
3%
SNPS
3%
04/01/2022
cash
70%
AMD
3%
APP
3%
FTNT
3%
GLD
3%
INTC
3%
KLAC
3%
LRCX
3%
NVDA
3%
QCOM
3%
TXN
3%
03/31/2022
cash
79%
CMCSA
3%
GILD
3%
LIN
3%
META
3%
MSFT
3%
NVDA
3%
QQQ
3%
03/25/2022
cash
82%
DASH
3%
GILD
3%
MELI
3%
SHOP
3%
SNPS
3%
TMUS
3%
03/23/2022
cash
64%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
CMCSA
3%
HON
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
TXN
3%
03/21/2022
cash
91%
ADP
3%
SBUX
3%
SHOP
3%
03/14/2022
AAPL
2.94%
ADBE
2.94%
ADI
2.94%
AMAT
2.94%
AMD
2.94%
AMZN
2.94%
AVGO
2.94%
CDNS
2.94%
CRWD
2.94%
CSCO
2.94%
DASH
2.94%
GOOG
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LRCX
2.94%
MELI
2.94%
META
2.94%
MP
2.94%
MSFT
2.94%
MSTR
2.94%
MU
2.94%
NFLX
2.94%
NVDA
2.94%
PANW
2.94%
PLTR
2.94%
QCOM
2.94%
QQQ
2.94%
SBUX
2.94%
SHOP
2.94%
SNPS
2.94%
TSLA
2.94%
TXN
2.94%
03/11/2022
cash
58%
ADP
3%
CMCSA
3%
FTNT
3%
HON
3%
INTU
3%
LIN
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
PEP
3%
QQQ
3%
SHOP
3%
VRTX
3%
03/10/2022
cash
79%
AMGN
3%
CMCSA
3%
CSCO
3%
GILD
3%
LRCX
3%
MDLZ
3%
PEP
3%
03/08/2022
cash
58%
AAPL
3%
ADP
3%
AMZN
3%
CSCO
3%
CTAS
3%
GILD
3%
ISRG
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SBUX
3%
SHOP
3%
03/07/2022
cash
16%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
03/04/2022
cash
88%
LIN
3%
META
3%
NFLX
3%
SHOP
3%
03/03/2022
cash
85%
INTU
3%
META
3%
NFLX
3%
PEP
3%
SBUX
3%
03/01/2022
cash
76%
AMAT
3%
CSCO
3%
INTU
3%
LIN
3%
LRCX
3%
MU
3%
QCOM
3%
SBUX
3%
02/24/2022
cash
91%
LIN
3%
MDLZ
3%
PEP
3%
02/23/2022
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMZN
2.86%
AVGO
2.86%
CMCSA
2.86%
COST
2.86%
CRWD
2.86%
CSCO
2.86%
CTAS
2.86%
DASH
2.86%
FTNT
2.86%
GOOG
2.86%
HON
2.86%
ISRG
2.86%
KLAC
2.86%
LIN
2.86%
LRCX
2.86%
MAR
2.86%
META
2.86%
MSFT
2.86%
MSTR
2.86%
MU
2.86%
NFLX
2.86%
NVDA
2.86%
QCOM
2.86%
QQQ
2.86%
SBUX
2.86%
SNPS
2.86%
TMUS
2.86%
TSLA
2.86%
TXN
2.86%
02/18/2022
cash
55%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
CMCSA
3%
CRWD
3%
FTNT
3%
HON
3%
KLAC
3%
META
3%
MSFT
3%
QQQ
3%
SNPS
3%
VRTX
3%
02/17/2022
cash
79%
AVGO
3%
CTAS
3%
LIN
3%
META
3%
NFLX
3%
SHOP
3%
TXN
3%
02/14/2022
cash
61%
ADP
3%
CDNS
3%
CMCSA
3%
COST
3%
CRWD
3%
CTAS
3%
GILD
3%
HON
3%
ISRG
3%
KLAC
3%
LRCX
3%
MSTR
3%
TXN
3%
02/11/2022
cash
82%
BKNG
3%
CMCSA
3%
COST
3%
MELI
3%
QQQ
3%
SBUX
3%
02/10/2022
cash
91%
GILD
3%
GLD
3%
SBUX
3%
02/07/2022
cash
64%
AAPL
3%
ADBE
3%
CMCSA
3%
COST
3%
CTAS
3%
LRCX
3%
META
3%
MSFT
3%
NFLX
3%
QCOM
3%
QQQ
3%
TXN
3%
02/04/2022
cash
91%
CTAS
3%
GILD
3%
LIN
3%
02/03/2022
cash
73%
ADBE
3%
APP
3%
CRWD
3%
CTAS
3%
MP
3%
MSTR
3%
NFLX
3%
PLTR
3%
SHOP
3%
01/27/2022
cash
58%
ADBE
3%
AVGO
3%
CDNS
3%
CTAS
3%
FTNT
3%
MELI
3%
MP
3%
MU
3%
NVDA
3%
PLTR
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
01/26/2022
cash
91%
DASH
3%
PEP
3%
SNPS
3%
01/25/2022
cash
61%
ADBE
3%
CDNS
3%
COST
3%
CRWD
3%
FTNT
3%
GOOG
3%
INTU
3%
META
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
01/21/2022
cash
58%
ADBE
3%
AVGO
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
GOOG
3%
INTU
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
01/20/2022
cash
91%
COST
3%
CTAS
3%
GILD
3%
01/19/2022
cash
85%
BKNG
3%
FTNT
3%
MAR
3%
SBUX
3%
SHOP
3%
01/18/2022
cash
43%
ADBE
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CRWD
3%
CTAS
3%
DASH
3%
FTNT
3%
GLD
3%
GOOG
3%
INTU
3%
LIN
3%
MELI
3%
META
3%
MSFT
3%
NVDA
3%
SHOP
3%
SNPS
3%
01/14/2022
cash
88%
AVGO
3%
CDNS
3%
COST
3%
INTU
3%
01/13/2022
cash
88%
INTC
3%
KLAC
3%
NVDA
3%
SHOP
3%
01/10/2022
cash
88%
ADP
3%
MAR
3%
MELI
3%
TMUS
3%
01/07/2022
cash
82%
ADBE
3%
AMD
3%
CMCSA
3%
GILD
3%
INTC
3%
NVDA
3%
01/05/2022
cash
85%
AMZN
3%
BKNG
3%
CRWD
3%
DASH
3%
NVDA
3%
12/31/2021
cash
76%
AAPL
3%
AMD
3%
AMZN
3%
INTC
3%
MU
3%
NVDA
3%
PLTR
3%
TSLA
3%
12/20/2021
cash
37%
ADI
3%
AMAT
3%
AMGN
3%
AMZN
3%
CDNS
3%
CMCSA
3%
GLD
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MSFT
3%
MSTR
3%
NVDA
3%
PLTR
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
12/17/2021
cash
82%
ADBE
3%
AMAT
3%
KLAC
3%
NFLX
3%
NVDA
3%
QQQ
3%
12/16/2021
cash
85%
APP
3%
CRWD
3%
NFLX
3%
PLTR
3%
TSLA
3%
12/15/2021
cash
46%
ADI
3%
APP
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GLD
3%
HON
3%
ISRG
3%
MP
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
12/14/2021
cash
43%
ADI
3%
APP
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GLD
3%
HON
3%
ISRG
3%
MP
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
12/06/2021
cash
88%
FTNT
3%
INTU
3%
NVDA
3%
PANW
3%
12/03/2021
cash
46%
AAPL
3%
ADBE
3%
AMAT
3%
AMZN
3%
DASH
3%
FTNT
3%
GOOG
3%
LIN
3%
MELI
3%
META
3%
MP
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
SHOP
3%
TSLA
3%
12/01/2021
cash
40%
ADP
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
GOOG
3%
INTC
3%
ISRG
3%
MAR
3%
MDLZ
3%
META
3%
MP
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
TMUS
3%
TSLA
3%
TXN
3%
11/30/2021
cash
82%
AMGN
3%
CDNS
3%
GLD
3%
LIN
3%
PEP
3%
VRTX
3%
11/26/2021
cash
31%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
FTNT
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MSFT
3%
MU
3%
PEP
3%
SHOP
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
11/23/2021
cash
88%
ADBE
3%
FTNT
3%
NFLX
3%
SHOP
3%
11/22/2021
cash
79%
APP
3%
BKNG
3%
ISRG
3%
META
3%
MP
3%
QCOM
3%
SHOP
3%
11/17/2021
cash
91%
DASH
3%
MU
3%
SHOP
3%
11/11/2021
cash
85%
AAPL
3%
ADBE
3%
CDNS
3%
ISRG
3%
VRTX
3%
11/10/2021
cash
61%
AVGO
3%
CDNS
3%
FTNT
3%
INTU
3%
KLAC
3%
MP
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
SHOP
3%
SNPS
3%
TXN
3%
11/01/2021
cash
91%
ADBE
3%
ADP
3%
ISRG
3%
10/29/2021
cash
88%
AMD
3%
CSCO
3%
GILD
3%
MELI
3%
10/28/2021
cash
76%
ADBE
3%
CDNS
3%
FTNT
3%
META
3%
NFLX
3%
PLTR
3%
QCOM
3%
SNPS
3%
10/27/2021
cash
70%
ADBE
3%
CDNS
3%
FTNT
3%
MDLZ
3%
META
3%
NFLX
3%
PLTR
3%
QCOM
3%
SNPS
3%
VRTX
3%
10/22/2021
cash
79%
BKNG
3%
CSCO
3%
DASH
3%
MSTR
3%
MU
3%
QCOM
3%
QQQ
3%
10/18/2021
cash
94%
CMCSA
3%
GILD
3%
10/12/2021
cash
64%
AAPL
3%
COST
3%
CSCO
3%
GILD
3%
GOOG
3%
INTC
3%
KLAC
3%
MSFT
3%
NFLX
3%
QCOM
3%
QQQ
3%
TMUS
3%
10/11/2021
cash
61%
ADP
3%
CMCSA
3%
COST
3%
DASH
3%
GLD
3%
INTU
3%
LIN
3%
MDLZ
3%
META
3%
NFLX
3%
NVDA
3%
QCOM
3%
SHOP
3%
10/08/2021
cash
85%
AMAT
3%
INTU
3%
KLAC
3%
LRCX
3%
PLTR
3%
10/04/2021
cash
46%
AAPL
3%
ADBE
3%
ADP
3%
COST
3%
CRWD
3%
CSCO
3%
GOOG
3%
INTC
3%
ISRG
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SNPS
3%
TMUS
3%
TXN
3%
09/30/2021
cash
73%
APP
3%
CSCO
3%
CTAS
3%
GOOG
3%
INTC
3%
LIN
3%
MAR
3%
MSFT
3%
SBUX
3%
09/29/2021
cash
76%
CDNS
3%
CRWD
3%
GLD
3%
META
3%
MSTR
3%
NVDA
3%
PANW
3%
PLTR
3%
09/28/2021
cash
82%
ADBE
3%
GILD
3%
GOOG
3%
ISRG
3%
NFLX
3%
ORLY
3%
09/21/2021
cash
67%
ADP
3%
AMAT
3%
AMZN
3%
AVGO
3%
CRWD
3%
CSCO
3%
HON
3%
LRCX
3%
NFLX
3%
SNPS
3%
TMUS
3%
09/20/2021
cash
85%
AMD
3%
APP
3%
LRCX
3%
TMUS
3%
VRTX
3%
09/14/2021
cash
70%
ADP
3%
CSCO
3%
CTAS
3%
DASH
3%
GILD
3%
HON
3%
MDLZ
3%
NFLX
3%
QQQ
3%
TMUS
3%
09/10/2021
cash
73%
ADP
3%
BKNG
3%
CMCSA
3%
GOOG
3%
ISRG
3%
LIN
3%
MSFT
3%
QQQ
3%
SNPS
3%
09/09/2021
cash
85%
ADP
3%
AMGN
3%
CMCSA
3%
NVDA
3%
QCOM
3%
09/08/2021
cash
76%
AMAT
3%
APP
3%
CRWD
3%
KLAC
3%
LIN
3%
LRCX
3%
PLTR
3%
SHOP
3%
09/07/2021
cash
85%
CTAS
3%
GILD
3%
GLD
3%
MDLZ
3%
SBUX
3%
09/02/2021
cash
91%
AMD
3%
INTU
3%
ORLY
3%
09/01/2021
cash
91%
AMGN
3%
CRWD
3%
FTNT
3%
08/26/2021
cash
67%
AAPL
3%
ADBE
3%
GOOG
3%
INTU
3%
LIN
3%
MELI
3%
META
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
08/20/2021
cash
85%
AMAT
3%
ISRG
3%
LRCX
3%
PLTR
3%
SHOP
3%
08/19/2021
cash
91%
AMZN
3%
GLD
3%
QCOM
3%
08/18/2021
cash
67%
ADBE
3%
AMZN
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
INTC
3%
INTU
3%
META
3%
MSFT
3%
MSTR
3%
08/16/2021
cash
91%
AMD
3%
MELI
3%
VRTX
3%
08/12/2021
cash
82%
ADI
3%
INTC
3%
KLAC
3%
MSTR
3%
ORLY
3%
TXN
3%
08/11/2021
cash
91%
AMZN
3%
MSTR
3%
NFLX
3%
08/09/2021
cash
91%
AMD
3%
HON
3%
LIN
3%
08/04/2021
cash
88%
ISRG
3%
MAR
3%
ORLY
3%
SBUX
3%
08/02/2021
cash
91%
CTAS
3%
LIN
3%
VRTX
3%
07/20/2021
cash
64%
ADBE
3%
BKNG
3%
CSCO
3%
GOOG
3%
INTU
3%
LIN
3%
META
3%
MSTR
3%
ORLY
3%
QQQ
3%
SBUX
3%
SNPS
3%
07/19/2021
cash
61%
ADBE
3%
BKNG
3%
CSCO
3%
GOOG
3%
HON
3%
INTU
3%
LIN
3%
META
3%
MSTR
3%
ORLY
3%
QQQ
3%
SBUX
3%
SNPS
3%
07/16/2021
cash
85%
KLAC
3%
LRCX
3%
NVDA
3%
QQQ
3%
TSLA
3%
07/14/2021
cash
82%
BKNG
3%
CRWD
3%
LRCX
3%
PANW
3%
SHOP
3%
TSLA
3%
07/08/2021
cash
76%
CDNS
3%
GILD
3%
INTC
3%
LIN
3%
MAR
3%
META
3%
NFLX
3%
SHOP
3%
06/25/2021
cash
91%
MSFT
3%
MSTR
3%
NVDA
3%
06/23/2021
cash
88%
GILD
3%
GLD
3%
HON
3%
PEP
3%
06/18/2021
cash
58%
ADI
3%
ADP
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
GILD
3%
GLD
3%
LIN
3%
MDLZ
3%
META
3%
QCOM
3%
TMUS
3%
TXN
3%
06/09/2021
cash
76%
AMAT
3%
LIN
3%
LRCX
3%
META
3%
MP
3%
PANW
3%
PEP
3%
TXN
3%
06/03/2021
cash
49%
AAPL
3%
ADI
3%
AMAT
3%
AMZN
3%
DASH
3%
GLD
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
05/27/2021
cash
91%
AMGN
3%
INTU
3%
NVDA
3%
05/26/2021
cash
85%
ADP
3%
AMGN
3%
CSCO
3%
ORLY
3%
VRTX
3%
05/25/2021
cash
91%
DASH
3%
GILD
3%
MP
3%
05/19/2021
cash
79%
ADP
3%
AMGN
3%
CMCSA
3%
COST
3%
CTAS
3%
ORLY
3%
SBUX
3%
05/18/2021
cash
79%
AAPL
3%
AVGO
3%
GOOG
3%
ISRG
3%
KLAC
3%
META
3%
TXN
3%
05/12/2021
cash
31%
AAPL
3%
ADBE
3%
AMAT
3%
AMZN
3%
AVGO
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSFT
3%
MU
3%
ORLY
3%
PEP
3%
QQQ
3%
TXN
3%
05/05/2021
cash
85%
ADBE
3%
COST
3%
NFLX
3%
QQQ
3%
SBUX
3%
05/04/2021
cash
88%
AVGO
3%
GLD
3%
MSFT
3%
TSLA
3%
04/28/2021
cash
85%
AVGO
3%
MU
3%
PEP
3%
SBUX
3%
TXN
3%
04/22/2021
cash
73%
AAPL
3%
ADI
3%
FTNT
3%
LRCX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
04/20/2021
cash
55%
ADI
3%
AMAT
3%
CDNS
3%
CRWD
3%
CTAS
3%
FTNT
3%
LIN
3%
MAR
3%
MELI
3%
MP
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
TXN
3%
04/19/2021
cash
91%
ADBE
3%
AMAT
3%
CDNS
3%
04/14/2021
cash
70%
AAPL
3%
AMZN
3%
CDNS
3%
CMCSA
3%
CSCO
3%
INTC
3%
INTU
3%
MSFT
3%
QQQ
3%
SNPS
3%
03/30/2021
cash
88%
AAPL
3%
CTAS
3%
GLD
3%
MSFT
3%
03/29/2021
cash
91%
CRWD
3%
MP
3%
SHOP
3%
03/25/2021
cash
70%
CDNS
3%
CRWD
3%
GILD
3%
GLD
3%
INTC
3%
INTU
3%
META
3%
MSFT
3%
NVDA
3%
SHOP
3%
03/24/2021
cash
73%
AVGO
3%
BKNG
3%
META
3%
MP
3%
MU
3%
QQQ
3%
SBUX
3%
TMUS
3%
VRTX
3%
03/23/2021
cash
88%
ADI
3%
AMAT
3%
HON
3%
TMUS
3%
03/19/2021
cash
85%
AAPL
3%
ADP
3%
CMCSA
3%
MSFT
3%
SBUX
3%
03/18/2021
cash
46%
ADI
3%
AMAT
3%
AVGO
3%
CDNS
3%
CRWD
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
META
3%
MSTR
3%
MU
3%
PANW
3%
PEP
3%
TSLA
3%
TXN
3%
03/12/2021
cash
91%
GILD
3%
LRCX
3%
SNPS
3%
03/08/2021
cash
22%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
COST
3%
CRWD
3%
GLD
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
03/04/2021
cash
40%
ADP
3%
AMAT
3%
AMZN
3%
BKNG
3%
CSCO
3%
CTAS
3%
FTNT
3%
GLD
3%
HON
3%
INTC
3%
LIN
3%
MP
3%
MSFT
3%
MSTR
3%
MU
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
TMUS
3%
03/03/2021
cash
82%
GOOG
3%
MDLZ
3%
META
3%
MSFT
3%
PEP
3%
PLTR
3%
02/26/2021
cash
64%
AMGN
3%
CSCO
3%
CTAS
3%
GILD
3%
HON
3%
LIN
3%
MAR
3%
MDLZ
3%
MP
3%
NFLX
3%
PANW
3%
PEP
3%
02/25/2021
cash
67%
AMZN
3%
AVGO
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MSTR
3%
NVDA
3%
PANW
3%
SHOP
3%
TXN
3%
02/23/2021
cash
82%
ADI
3%
MP
3%
MSTR
3%
QCOM
3%
SHOP
3%
SNPS
3%
02/22/2021
cash
91%
NFLX
3%
PEP
3%
TMUS
3%
02/19/2021
cash
91%
ADP
3%
PEP
3%
VRTX
3%
02/18/2021
cash
91%
ADI
3%
LRCX
3%
SHOP
3%
02/17/2021
cash
91%
CSCO
3%
MU
3%
TMUS
3%
02/05/2021
cash
91%
ADI
3%
KLAC
3%
LRCX
3%
02/03/2021
cash
88%
AVGO
3%
GILD
3%
ISRG
3%
MU
3%
01/29/2021
cash
43%
ADBE
3%
AMAT
3%
AMZN
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MP
3%
MSFT
3%
PEP
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
01/27/2021
cash
76%
BKNG
3%
CDNS
3%
CRWD
3%
GLD
3%
GOOG
3%
MU
3%
PANW
3%
QCOM
3%
01/22/2021
cash
85%
CTAS
3%
MP
3%
NFLX
3%
ORLY
3%
PEP
3%
01/21/2021
cash
91%
CRWD
3%
MSTR
3%
PANW
3%
01/20/2021
cash
91%
KLAC
3%
MSTR
3%
MU
3%
01/19/2021
cash
85%
ADBE
3%
CTAS
3%
ISRG
3%
ORLY
3%
PANW
3%
01/15/2021
cash
55%
AAPL
3%
ADI
3%
AVGO
3%
BKNG
3%
CRWD
3%
FTNT
3%
GLD
3%
HON
3%
LIN
3%
MSFT
3%
ORLY
3%
QCOM
3%
QQQ
3%
TSLA
3%
TXN
3%
01/12/2021
cash
79%
CMCSA
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
MSFT
3%
QCOM
3%
01/06/2021
cash
70%
AAPL
3%
AMD
3%
AVGO
3%
CDNS
3%
FTNT
3%
MELI
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
12/30/2020
cash
91%
ADP
3%
INTU
3%
VRTX
3%
12/29/2020
cash
88%
ADI
3%
AMAT
3%
FTNT
3%
TXN
3%
12/28/2020
cash
91%
GLD
3%
MELI
3%
SHOP
3%
12/23/2020
cash
79%
ADBE
3%
ADP
3%
AMAT
3%
AVGO
3%
LRCX
3%
MU
3%
TXN
3%
12/16/2020
cash
88%
ADI
3%
AMGN
3%
COST
3%
HON
3%
12/14/2020
cash
79%
BKNG
3%
CTAS
3%
GLD
3%
HON
3%
LIN
3%
MAR
3%
TXN
3%
12/11/2020
cash
85%
AVGO
3%
INTC
3%
MAR
3%
META
3%
MU
3%
12/10/2020
cash
88%
ADP
3%
GLD
3%
INTU
3%
PEP
3%
12/09/2020
cash
76%
CRWD
3%
FTNT
3%
INTC
3%
MELI
3%
MSTR
3%
PANW
3%
QQQ
3%
SNPS
3%
12/03/2020
cash
88%
ADI
3%
AVGO
3%
LIN
3%
TXN
3%
11/30/2020
cash
91%
CMCSA
3%
CTAS
3%
GLD
3%
11/23/2020
cash
91%
CTAS
3%
INTU
3%
ORLY
3%
11/20/2020
cash
79%
ADP
3%
CMCSA
3%
COST
3%
CSCO
3%
MAR
3%
META
3%
NVDA
3%
11/19/2020
cash
70%
ADP
3%
BKNG
3%
CMCSA
3%
CSCO
3%
INTC
3%
LIN
3%
MAR
3%
META
3%
PANW
3%
TXN
3%
11/18/2020
cash
67%
ADI
3%
ADP
3%
BKNG
3%
CMCSA
3%
CSCO
3%
INTC
3%
LIN
3%
MAR
3%
META
3%
PANW
3%
TXN
3%
11/13/2020
cash
73%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
BKNG
3%
CSCO
3%
CTAS
3%
HON
3%
INTC
3%
11/12/2020
cash
79%
ADI
3%
ADP
3%
AMGN
3%
BKNG
3%
CTAS
3%
HON
3%
INTC
3%
11/10/2020
cash
88%
AVGO
3%
CRWD
3%
LRCX
3%
PANW
3%
11/06/2020
cash
82%
AAPL
3%
AMD
3%
BKNG
3%
CMCSA
3%
META
3%
SHOP
3%
11/02/2020
cash
85%
AAPL
3%
AMD
3%
CMCSA
3%
META
3%
SHOP
3%
10/30/2020
cash
85%
COST
3%
LRCX
3%
QQQ
3%
SNPS
3%
TSLA
3%
10/29/2020
cash
91%
GLD
3%
MSTR
3%
TMUS
3%
10/28/2020
cash
91%
LIN
3%
LRCX
3%
TXN
3%
10/21/2020
cash
73%
CSCO
3%
CTAS
3%
LIN
3%
MDLZ
3%
MELI
3%
PEP
3%
QQQ
3%
SHOP
3%
TXN
3%
10/20/2020
cash
94%
CMCSA
3%
QCOM
3%
10/19/2020
cash
91%
LIN
3%
META
3%
ORLY
3%
10/15/2020
cash
91%
ADP
3%
AMD
3%
LIN
3%
10/14/2020
cash
91%
MSTR
3%
SBUX
3%
SHOP
3%
10/06/2020
cash
58%
AAPL
3%
ADBE
3%
ADI
3%
AMZN
3%
CDNS
3%
GILD
3%
INTC
3%
ISRG
3%
LIN
3%
META
3%
MSFT
3%
NFLX
3%
QQQ
3%
TMUS
3%
10/02/2020
cash
76%
AMAT
3%
AMGN
3%
COST
3%
INTC
3%
KLAC
3%
LRCX
3%
MSTR
3%
QCOM
3%
10/01/2020
cash
91%
ADP
3%
HON
3%
LIN
3%
09/24/2020
cash
82%
ADBE
3%
AMGN
3%
CSCO
3%
MSTR
3%
PANW
3%
SHOP
3%
09/23/2020
cash
37%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
FTNT
3%
GLD
3%
GOOG
3%
HON
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
QCOM
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
09/21/2020
cash
76%
AMGN
3%
AVGO
3%
CMCSA
3%
GOOG
3%
HON
3%
ISRG
3%
META
3%
MSTR
3%
09/18/2020
cash
73%
AAPL
3%
AMD
3%
AMZN
3%
CDNS
3%
COST
3%
META
3%
MSFT
3%
MSTR
3%
QCOM
3%
09/11/2020
cash
82%
AMD
3%
GLD
3%
ISRG
3%
MAR
3%
META
3%
SHOP
3%
09/10/2020
cash
88%
CSCO
3%
LIN
3%
META
3%
PEP
3%
09/08/2020
cash
25%
AAPL
3%
ADBE
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
HON
3%
ISRG
3%
LIN
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
PANW
3%
PEP
3%
QCOM
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
08/31/2020
cash
91%
GOOG
3%
LRCX
3%
MSTR
3%
08/27/2020
cash
88%
AAPL
3%
AMAT
3%
GLD
3%
LRCX
3%
08/19/2020
cash
85%
INTC
3%
MSFT
3%
MSTR
3%
NFLX
3%
SHOP
3%
08/14/2020
cash
82%
BKNG
3%
CTAS
3%
LRCX
3%
MU
3%
SBUX
3%
SHOP
3%
08/11/2020
cash
13%
AAPL
3%
ADBE
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
GILD
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
VRTX
3%
08/10/2020
cash
76%
FTNT
3%
GLD
3%
INTU
3%
LIN
3%
PANW
3%
QCOM
3%
SHOP
3%
TSLA
3%
08/07/2020
cash
85%
INTC
3%
LIN
3%
LRCX
3%
QCOM
3%
QQQ
3%
08/06/2020
cash
91%
GILD
3%
ORLY
3%
PEP
3%
08/05/2020
cash
82%
AMGN
3%
GILD
3%
MDLZ
3%
META
3%
PEP
3%
VRTX
3%
07/31/2020
cash
88%
GILD
3%
SHOP
3%
TSLA
3%
VRTX
3%
07/28/2020
cash
91%
AVGO
3%
BKNG
3%
CTAS
3%
07/27/2020
cash
70%
AVGO
3%
FTNT
3%
INTU
3%
KLAC
3%
META
3%
MU
3%
PANW
3%
QQQ
3%
SNPS
3%
TSLA
3%
07/24/2020
cash
67%
AVGO
3%
FTNT
3%
INTU
3%
KLAC
3%
META
3%
MU
3%
PANW
3%
QQQ
3%
SNPS
3%
TSLA
3%
VRTX
3%
07/23/2020
cash
64%
AAPL
3%
ADBE
3%
ADI
3%
CDNS
3%
INTU
3%
MELI
3%
META
3%
NFLX
3%
SHOP
3%
TMUS
3%
TSLA
3%
TXN
3%
07/17/2020
cash
88%
AAPL
3%
AMZN
3%
COST
3%
MU
3%
07/16/2020
cash
82%
CRWD
3%
GLD
3%
MELI
3%
MSFT
3%
PANW
3%
SHOP
3%
07/15/2020
cash
88%
AMZN
3%
CRWD
3%
KLAC
3%
PEP
3%
07/13/2020
cash
31%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CDNS
3%
CSCO
3%
FTNT
3%
GOOG
3%
ISRG
3%
KLAC
3%
META
3%
MSFT
3%
MU
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TSLA
3%
VRTX
3%
07/09/2020
cash
85%
ADP
3%
CMCSA
3%
GILD
3%
HON
3%
MDLZ
3%
07/07/2020
cash
64%
ADP
3%
AVGO
3%
BKNG
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
ISRG
3%
MSTR
3%
MU
3%
SNPS
3%
TMUS
3%
06/26/2020
cash
19%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
BKNG
3%
COST
3%
CRWD
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
PEP
3%
QQQ
3%
SBUX
3%
TSLA
3%
TXN
3%
06/24/2020
cash
31%
ADBE
3%
ADP
3%
AMGN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
KLAC
3%
LIN
3%
MELI
3%
MSFT
3%
MSTR
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
TSLA
3%
TXN
3%
VRTX
3%
06/19/2020
cash
55%
ADI
3%
ADP
3%
AVGO
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GOOG
3%
HON
3%
KLAC
3%
MAR
3%
ORLY
3%
PEP
3%
SBUX
3%
TXN
3%
06/12/2020
cash
82%
AMZN
3%
COST
3%
CRWD
3%
FTNT
3%
NFLX
3%
TSLA
3%
06/11/2020
cash
67%
CRWD
3%
FTNT
3%
ISRG
3%
MELI
3%
META
3%
NFLX
3%
PANW
3%
SBUX
3%
SHOP
3%
TMUS
3%
VRTX
3%
06/09/2020
cash
91%
COST
3%
FTNT
3%
LIN
3%
06/05/2020
cash
91%
CRWD
3%
GLD
3%
VRTX
3%
06/04/2020
cash
61%
ADBE
3%
AMZN
3%
FTNT
3%
GOOG
3%
ISRG
3%
MDLZ
3%
MELI
3%
META
3%
NFLX
3%
PANW
3%
PEP
3%
SHOP
3%
TSLA
3%
06/02/2020
cash
88%
AMGN
3%
GILD
3%
GLD
3%
MSTR
3%
05/29/2020
cash
91%
BKNG
3%
HON
3%
MAR
3%
05/28/2020
cash
82%
BKNG
3%
CMCSA
3%
INTC
3%
META
3%
MU
3%
TXN
3%
05/26/2020
cash
58%
AAPL
3%
AMGN
3%
CDNS
3%
CRWD
3%
FTNT
3%
GLD
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SHOP
3%
VRTX
3%
05/22/2020
cash
88%
AMAT
3%
FTNT
3%
LIN
3%
NFLX
3%
05/21/2020
cash
40%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
COST
3%
CSCO
3%
FTNT
3%
GLD
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
PEP
3%
QCOM
3%
TMUS
3%
TXN
3%
05/19/2020
cash
91%
ADP
3%
AMGN
3%
GILD
3%
05/18/2020
cash
91%
GILD
3%
GLD
3%
SHOP
3%
05/15/2020
cash
91%
AVGO
3%
LRCX
3%
QCOM
3%
05/13/2020
cash
52%
ADI
3%
ADP
3%
AVGO
3%
CTAS
3%
GILD
3%
HON
3%
LIN
3%
MAR
3%
MDLZ
3%
META
3%
MSTR
3%
ORLY
3%
SBUX
3%
TMUS
3%
TSLA
3%
TXN
3%
05/12/2020
cash
79%
BKNG
3%
CMCSA
3%
CTAS
3%
META
3%
NFLX
3%
PANW
3%
TMUS
3%
05/06/2020
cash
91%
CMCSA
3%
GILD
3%
GLD
3%
05/04/2020
cash
85%
LRCX
3%
MDLZ
3%
MSTR
3%
PANW
3%
SBUX
3%
05/01/2020
cash
16%
AAPL
3%
ADBE
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
CSCO
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
LRCX
3%
MSFT
3%
MSTR
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
04/30/2020
cash
85%
AMD
3%
COST
3%
CRWD
3%
GLD
3%
TMUS
3%
04/29/2020
cash
91%
AMD
3%
CRWD
3%
SBUX
3%
04/28/2020
cash
61%
ADBE
3%
AMAT
3%
CDNS
3%
COST
3%
ISRG
3%
LRCX
3%
META
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
TMUS
3%
04/21/2020
cash
31%
ADI
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
COST
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
ISRG
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
04/15/2020
cash
82%
ADP
3%
CSCO
3%
GILD
3%
KLAC
3%
LIN
3%
MSTR
3%
04/09/2020
cash
76%
AVGO
3%
COST
3%
CRWD
3%
CSCO
3%
FTNT
3%
INTC
3%
NVDA
3%
SNPS
3%
04/03/2020
cash
40%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMD
3%
BKNG
3%
CDNS
3%
GOOG
3%
HON
3%
INTU
3%
KLAC
3%
LIN
3%
LRCX
3%
META
3%
MSTR
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
SNPS
3%
04/02/2020
cash
85%
BKNG
3%
LRCX
3%
META
3%
SHOP
3%
TSLA
3%
04/01/2020
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
ADP
2.7%
AMAT
2.7%
AMGN
2.7%
AMZN
2.7%
AVGO
2.7%
BKNG
2.7%
CMCSA
2.7%
CRWD
2.7%
CSCO
2.7%
CTAS
2.7%
GILD
2.7%
GOOG
2.7%
HON
2.7%
INTC
2.7%
INTU
2.7%
ISRG
2.7%
KLAC
2.7%
LIN
2.7%
LRCX
2.7%
MAR
2.7%
MDLZ
2.7%
MELI
2.7%
META
2.7%
MU
2.7%
NFLX
2.7%
ORLY
2.7%
PEP
2.7%
QCOM
2.7%
QQQ
2.7%
SBUX
2.7%
SNPS
2.7%
TSLA
2.7%
TXN
2.7%
VRTX
2.7%
03/31/2020
cash
76%
COST
3%
CTAS
3%
GLD
3%
LRCX
3%
ORLY
3%
PEP
3%
SBUX
3%
TXN
3%
03/27/2020
cash
37%
AAPL
3%
ADBE
3%
ADI
3%
AMZN
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
GOOG
3%
INTU
3%
KLAC
3%
LIN
3%
MELI
3%
META
3%
MSTR
3%
QQQ
3%
SBUX
3%
TMUS
3%
TXN
3%
VRTX
3%
03/25/2020
cash
76%
AMZN
3%
CMCSA
3%
COST
3%
GILD
3%
NFLX
3%
QCOM
3%
TXN
3%
VRTX
3%
03/23/2020
cash
49%
AAPL
3%
ADP
3%
AMGN
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
GOOG
3%
HON
3%
INTU
3%
LIN
3%
MDLZ
3%
META
3%
MSFT
3%
ORLY
3%
QQQ
3%
SNPS
3%
03/20/2020
cash
13%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
MELI
3%
MSFT
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
VRTX
3%
03/19/2020
cash
85%
BKNG
3%
GLD
3%
LIN
3%
MDLZ
3%
ORLY
3%
03/18/2020
cash
28%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AVGO
3%
BKNG
3%
CDNS
3%
GLD
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
MDLZ
3%
MELI
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
SNPS
3%
TSLA
3%
03/16/2020
ADI
2.63%
ADP
2.63%
AMAT
2.63%
AMD
2.63%
AMGN
2.63%
AMZN
2.63%
AVGO
2.63%
BKNG
2.63%
CDNS
2.63%
CMCSA
2.63%
COST
2.63%
CSCO
2.63%
FTNT
2.63%
GLD
2.63%
GOOG
2.63%
HON
2.63%
INTC
2.63%
ISRG
2.63%
KLAC
2.63%
LIN
2.63%
LRCX
2.63%
MAR
2.63%
MDLZ
2.63%
MELI
2.63%
MSFT
2.63%
MSTR
2.63%
MU
2.63%
ORLY
2.63%
PANW
2.63%
PEP
2.63%
QQQ
2.63%
SBUX
2.63%
SHOP
2.63%
SNPS
2.63%
TMUS
2.63%
TSLA
2.63%
TXN
2.63%
VRTX
2.63%
03/12/2020
AAPL
2.5%
ADI
2.5%
ADP
2.5%
AMAT
2.5%
AMD
2.5%
AMGN
2.5%
AMZN
2.5%
BKNG
2.5%
CMCSA
2.5%
COST
2.5%
CSCO
2.5%
FTNT
2.5%
GILD
2.5%
GLD
2.5%
GOOG
2.5%
HON
2.5%
INTC
2.5%
INTU
2.5%
ISRG
2.5%
KLAC
2.5%
LIN
2.5%
LRCX
2.5%
MAR
2.5%
MDLZ
2.5%
MELI
2.5%
META
2.5%
MSFT
2.5%
MSTR
2.5%
MU
2.5%
ORLY
2.5%
PANW
2.5%
PEP
2.5%
QCOM
2.5%
QQQ
2.5%
SBUX
2.5%
SHOP
2.5%
TMUS
2.5%
TSLA
2.5%
TXN
2.5%
VRTX
2.5%
03/11/2020
cash
4%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GLD
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TXN
3%
VRTX
3%
03/09/2020
AAPL
2.33%
ADI
2.33%
ADP
2.33%
AMAT
2.33%
AMD
2.33%
AMGN
2.33%
AMZN
2.33%
BKNG
2.33%
CDNS
2.33%
CMCSA
2.33%
COST
2.33%
CRWD
2.33%
CSCO
2.33%
CTAS
2.33%
FTNT
2.33%
GOOG
2.33%
HON
2.33%
INTC
2.33%
INTU
2.33%
ISRG
2.33%
KLAC
2.33%
LIN
2.33%
LRCX
2.33%
MAR
2.33%
MDLZ
2.33%
MELI
2.33%
META
2.33%
MSFT
2.33%
MSTR
2.33%
MU
2.33%
NFLX
2.33%
NVDA
2.33%
PANW
2.33%
PEP
2.33%
QCOM
2.33%
QQQ
2.33%
SBUX
2.33%
SHOP
2.33%
SNPS
2.33%
TMUS
2.33%
TSLA
2.33%
TXN
2.33%
VRTX
2.33%
03/06/2020
cash
25%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
FTNT
3%
GOOG
3%
INTC
3%
LIN
3%
MDLZ
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
03/05/2020
cash
70%
AAPL
3%
AMZN
3%
GOOG
3%
MAR
3%
META
3%
MSFT
3%
ORLY
3%
QQQ
3%
TSLA
3%
TXN
3%
03/03/2020
cash
58%
ADP
3%
AMGN
3%
AVGO
3%
CRWD
3%
FTNT
3%
INTC
3%
LRCX
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
TMUS
3%
03/02/2020
cash
55%
ADP
3%
AMGN
3%
CMCSA
3%
CTAS
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
MDLZ
3%
MSTR
3%
PANW
3%
PEP
3%
TMUS
3%
TSLA
3%
02/28/2020
cash
52%
ADP
3%
AMGN
3%
CMCSA
3%
COST
3%
CTAS
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
MDLZ
3%
MSTR
3%
PANW
3%
PEP
3%
TMUS
3%
TSLA
3%
02/27/2020
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMGN
2.86%
AMZN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
COST
2.86%
CSCO
2.86%
FTNT
2.86%
GOOG
2.86%
HON
2.86%
LRCX
2.86%
MAR
2.86%
MDLZ
2.86%
MELI
2.86%
META
2.86%
MSFT
2.86%
MU
2.86%
NFLX
2.86%
NVDA
2.86%
ORLY
2.86%
PANW
2.86%
QCOM
2.86%
QQQ
2.86%
SBUX
2.86%
SHOP
2.86%
SNPS
2.86%
TMUS
2.86%
TSLA
2.86%
TXN
2.86%
02/26/2020
cash
88%
AMD
3%
MAR
3%
PANW
3%
TMUS
3%
02/25/2020
cash
28%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
CTAS
3%
GILD
3%
GLD
3%
HON
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
SHOP
3%
TMUS
3%
TSLA
3%
VRTX
3%
02/24/2020
cash
28%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
CMCSA
3%
FTNT
3%
GOOG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
02/21/2020
cash
79%
AMD
3%
AMZN
3%
KLAC
3%
LRCX
3%
META
3%
NVDA
3%
SBUX
3%
02/18/2020
cash
70%
AMAT
3%
AMGN
3%
AVGO
3%
HON
3%
INTC
3%
KLAC
3%
LRCX
3%
MU
3%
QCOM
3%
TXN
3%
02/14/2020
cash
85%
AMZN
3%
MAR
3%
MU
3%
ORLY
3%
SHOP
3%
02/12/2020
cash
91%
GILD
3%
PANW
3%
TSLA
3%
02/11/2020
cash
91%
ADP
3%
COST
3%
GILD
3%
02/07/2020
cash
55%
AAPL
3%
ADBE
3%
AMGN
3%
AVGO
3%
FTNT
3%
HON
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MU
3%
ORLY
3%
QCOM
3%
SNPS
3%
TXN
3%
02/05/2020
cash
91%
GILD
3%
KLAC
3%
TSLA
3%
02/04/2020
cash
91%
GLD
3%
GOOG
3%
MDLZ
3%
02/03/2020
cash
88%
CMCSA
3%
COST
3%
HON
3%
MSTR
3%
01/31/2020
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMGN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
CMCSA
2.86%
CSCO
2.86%
CTAS
2.86%
FTNT
2.86%
INTC
2.86%
INTU
2.86%
ISRG
2.86%
LRCX
2.86%
MAR
2.86%
MDLZ
2.86%
MELI
2.86%
META
2.86%
MSFT
2.86%
MSTR
2.86%
MU
2.86%
NVDA
2.86%
PANW
2.86%
PEP
2.86%
QQQ
2.86%
SBUX
2.86%
SHOP
2.86%
SNPS
2.86%
TMUS
2.86%
TXN
2.86%
VRTX
2.86%
01/29/2020
cash
67%
AMD
3%
BKNG
3%
CDNS
3%
CSCO
3%
KLAC
3%
NFLX
3%
PANW
3%
PEP
3%
SBUX
3%
SNPS
3%
TMUS
3%
01/27/2020
cash
13%
ADBE
3%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
MAR
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
01/24/2020
cash
82%
AMZN
3%
COST
3%
GILD
3%
MAR
3%
QQQ
3%
TMUS
3%
01/22/2020
cash
79%
HON
3%
LIN
3%
MAR
3%
MSFT
3%
NFLX
3%
ORLY
3%
QCOM
3%
01/21/2020
cash
82%
AMGN
3%
CTAS
3%
GILD
3%
HON
3%
SBUX
3%
VRTX
3%
01/17/2020
cash
88%
AMZN
3%
CTAS
3%
FTNT
3%
GILD
3%
01/15/2020
cash
52%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
GILD
3%
INTC
3%
ISRG
3%
MU
3%
NVDA
3%
QCOM
3%
SNPS
3%
TXN
3%
01/14/2020
cash
67%
AAPL
3%
ADP
3%
AMD
3%
AMZN
3%
BKNG
3%
GILD
3%
INTU
3%
LIN
3%
MDLZ
3%
META
3%
SNPS
3%
01/13/2020
cash
88%
AMGN
3%
GILD
3%
GLD
3%
VRTX
3%
01/10/2020
cash
58%
AMAT
3%
AMD
3%
AVGO
3%
CMCSA
3%
INTC
3%
KLAC
3%
LRCX
3%
MAR
3%
MSTR
3%
NFLX
3%
PANW
3%
TMUS
3%
TSLA
3%
TXN
3%
01/08/2020
cash
91%
AMD
3%
GLD
3%
PANW
3%
01/07/2020
cash
79%
ADP
3%
AMGN
3%
INTC
3%
ISRG
3%
MAR
3%
MSFT
3%
PEP
3%
01/06/2020
cash
61%
ADI
3%
AMAT
3%
BKNG
3%
CMCSA
3%
HON
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
MU
3%
QCOM
3%
SBUX
3%
TXN
3%
01/03/2020
cash
82%
ADI
3%
AMGN
3%
CSCO
3%
INTC
3%
QCOM
3%
TXN
3%
12/31/2019
cash
88%
CDNS
3%
INTU
3%
MAR
3%
MELI
3%
12/30/2019
cash
34%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
GILD
3%
GOOG
3%
INTC
3%
ISRG
3%
LIN
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
TSLA
3%
TXN
3%
12/27/2019
cash
91%
AVGO
3%
COST
3%
MU
3%
12/26/2019
cash
91%
AMGN
3%
MDLZ
3%
SBUX
3%
12/24/2019
cash
88%
CTAS
3%
GOOG
3%
INTU
3%
SNPS
3%
12/23/2019
cash
91%
MDLZ
3%
MSTR
3%
SHOP
3%
12/20/2019
cash
85%
AAPL
3%
AVGO
3%
FTNT
3%
MSTR
3%
SHOP
3%
12/19/2019
cash
91%
AVGO
3%
GILD
3%
ISRG
3%
12/18/2019
cash
55%
ADI
3%
ADP
3%
CMCSA
3%
COST
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
LIN
3%
MSFT
3%
MSTR
3%
ORLY
3%
PEP
3%
QCOM
3%
TXN
3%
12/17/2019
cash
91%
INTC
3%
PEP
3%
VRTX
3%
12/13/2019
cash
79%
AVGO
3%
COST
3%
GILD
3%
MELI
3%
META
3%
MSTR
3%
VRTX
3%
12/12/2019
cash
91%
MDLZ
3%
META
3%
ORLY
3%
12/11/2019
cash
88%
ADP
3%
CMCSA
3%
ISRG
3%
TMUS
3%
12/10/2019
cash
61%
AMZN
3%
BKNG
3%
CRWD
3%
FTNT
3%
HON
3%
INTU
3%
LIN
3%
NFLX
3%
PANW
3%
PEP
3%
SNPS
3%
TMUS
3%
TXN
3%
12/09/2019
cash
61%
AMD
3%
BKNG
3%
CDNS
3%
CRWD
3%
CTAS
3%
ISRG
3%
KLAC
3%
MU
3%
NFLX
3%
ORLY
3%
SNPS
3%
TMUS
3%
VRTX
3%
12/05/2019
cash
82%
AMZN
3%
COST
3%
GILD
3%
SBUX
3%
TMUS
3%
TSLA
3%
12/03/2019
cash
46%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AVGO
3%
CDNS
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MU
3%
NFLX
3%
ORLY
3%
QCOM
3%
QQQ
3%
TXN
3%
12/02/2019
cash
34%
ADBE
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
META
3%
MSFT
3%
QQQ
3%
SBUX
3%
TXN
3%
11/29/2019
cash
91%
INTU
3%
LRCX
3%
MSTR
3%
11/26/2019
cash
91%
QCOM
3%
TSLA
3%
VRTX
3%
11/25/2019
cash
88%
CMCSA
3%
CTAS
3%
GLD
3%
INTU
3%
11/22/2019
cash
64%
AMAT
3%
AMD
3%
GLD
3%
GOOG
3%
INTC
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
QCOM
3%
SNPS
3%
TSLA
3%
11/21/2019
cash
55%
AAPL
3%
ADP
3%
AMD
3%
AMZN
3%
CRWD
3%
CSCO
3%
CTAS
3%
GLD
3%
HON
3%
LRCX
3%
MSTR
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
11/20/2019
cash
52%
AAPL
3%
ADI
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
HON
3%
LIN
3%
LRCX
3%
MDLZ
3%
MU
3%
ORLY
3%
PEP
3%
QCOM
3%
TXN
3%
11/19/2019
cash
88%
COST
3%
LIN
3%
QCOM
3%
SBUX
3%
11/18/2019
cash
91%
BKNG
3%
HON
3%
MSTR
3%
11/15/2019
cash
88%
AMZN
3%
BKNG
3%
CMCSA
3%
NVDA
3%
11/14/2019
cash
91%
AVGO
3%
HON
3%
TXN
3%
11/13/2019
cash
85%
AMZN
3%
GILD
3%
MU
3%
NFLX
3%
TSLA
3%
11/12/2019
cash
85%
CTAS
3%
GOOG
3%
LRCX
3%
PEP
3%
QCOM
3%
11/11/2019
cash
82%
AMZN
3%
GLD
3%
ISRG
3%
META
3%
MU
3%
PEP
3%
11/08/2019
cash
88%
CTAS
3%
GLD
3%
ISRG
3%
SBUX
3%
11/07/2019
cash
58%
AMZN
3%
CDNS
3%
CRWD
3%
CTAS
3%
GILD
3%
GLD
3%
HON
3%
ISRG
3%
MDLZ
3%
META
3%
PEP
3%
SBUX
3%
SHOP
3%
SNPS
3%
11/06/2019
cash
88%
ISRG
3%
MU
3%
PANW
3%
VRTX
3%
11/05/2019
cash
76%
ADP
3%
CTAS
3%
KLAC
3%
NFLX
3%
ORLY
3%
PEP
3%
SBUX
3%
SHOP
3%
11/04/2019
cash
82%
AMGN
3%
CMCSA
3%
INTU
3%
MDLZ
3%
SHOP
3%
TMUS
3%
10/31/2019
cash
67%
ADI
3%
AMAT
3%
CDNS
3%
CTAS
3%
HON
3%
INTU
3%
LRCX
3%
MSFT
3%
QCOM
3%
SNPS
3%
VRTX
3%
10/30/2019
cash
91%
MDLZ
3%
TSLA
3%
TXN
3%
10/29/2019
cash
82%
COST
3%
GOOG
3%
NVDA
3%
PEP
3%
SNPS
3%
TSLA
3%
10/24/2019
cash
88%
ADI
3%
COST
3%
CSCO
3%
TXN
3%
10/23/2019
cash
73%
ADI
3%
AMAT
3%
AVGO
3%
COST
3%
KLAC
3%
MDLZ
3%
QCOM
3%
SBUX
3%
SHOP
3%
10/22/2019
cash
55%
ADBE
3%
ADP
3%
CDNS
3%
COST
3%
CTAS
3%
GOOG
3%
INTU
3%
LIN
3%
MDLZ
3%
META
3%
NFLX
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
10/18/2019
cash
49%
ADBE
3%
AMAT
3%
AMZN
3%
BKNG
3%
CMCSA
3%
GOOG
3%
HON
3%
INTC
3%
KLAC
3%
MELI
3%
META
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
10/16/2019
cash
79%
AAPL
3%
AMAT
3%
CTAS
3%
INTU
3%
KLAC
3%
LRCX
3%
SHOP
3%
10/10/2019
cash
88%
CSCO
3%
GLD
3%
ISRG
3%
MSTR
3%
10/08/2019
AAPL
2.63%
ADBE
2.63%
ADI
2.63%
ADP
2.63%
AMAT
2.63%
AMD
2.63%
AMZN
2.63%
AVGO
2.63%
CDNS
2.63%
CMCSA
2.63%
CSCO
2.63%
FTNT
2.63%
GILD
2.63%
GOOG
2.63%
HON
2.63%
INTC
2.63%
INTU
2.63%
ISRG
2.63%
KLAC
2.63%
LIN
2.63%
LRCX
2.63%
MAR
2.63%
MDLZ
2.63%
MELI
2.63%
META
2.63%
MSFT
2.63%
MSTR
2.63%
MU
2.63%
NVDA
2.63%
PANW
2.63%
PEP
2.63%
QCOM
2.63%
QQQ
2.63%
SBUX
2.63%
SHOP
2.63%
SNPS
2.63%
TMUS
2.63%
TXN
2.63%
10/02/2019
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMGN
2.86%
AMZN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
CMCSA
2.86%
CSCO
2.86%
CTAS
2.86%
FTNT
2.86%
GILD
2.86%
GOOG
2.86%
HON
2.86%
INTC
2.86%
INTU
2.86%
ISRG
2.86%
KLAC
2.86%
LIN
2.86%
MAR
2.86%
MDLZ
2.86%
MELI
2.86%
META
2.86%
MSFT
2.86%
MSTR
2.86%
MU
2.86%
QCOM
2.86%
QQQ
2.86%
SBUX
2.86%
SNPS
2.86%
TXN
2.86%
10/01/2019
cash
70%
ADBE
3%
ADI
3%
CMCSA
3%
KLAC
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
SNPS
3%
09/27/2019
cash
22%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
FTNT
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
09/26/2019
cash
82%
CMCSA
3%
CSCO
3%
GILD
3%
MAR
3%
TMUS
3%
VRTX
3%
09/25/2019
cash
88%
AMGN
3%
AVGO
3%
GILD
3%
VRTX
3%
09/24/2019
cash
7%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
LIN
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TXN
3%
VRTX
3%
09/23/2019
cash
73%
BKNG
3%
CMCSA
3%
GILD
3%
HON
3%
ISRG
3%
MAR
3%
MELI
3%
META
3%
SHOP
3%
09/20/2019
cash
43%
AAPL
3%
AMAT
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
LRCX
3%
MDLZ
3%
MSTR
3%
MU
3%
NVDA
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TXN
3%
09/16/2019
cash
37%
ADI
3%
AMGN
3%
AMZN
3%
AVGO
3%
CMCSA
3%
COST
3%
GILD
3%
HON
3%
LIN
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NVDA
3%
ORLY
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
09/13/2019
cash
76%
FTNT
3%
GLD
3%
MDLZ
3%
MSTR
3%
PANW
3%
SBUX
3%
SHOP
3%
SNPS
3%
09/12/2019
cash
88%
AMGN
3%
COST
3%
HON
3%
INTC
3%
09/11/2019
cash
82%
AAPL
3%
AMGN
3%
CDNS
3%
CTAS
3%
INTU
3%
SNPS
3%
09/10/2019
cash
55%
ADBE
3%
AMGN
3%
CDNS
3%
GLD
3%
INTU
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
PANW
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
VRTX
3%
09/09/2019
cash
67%
ADBE
3%
COST
3%
FTNT
3%
HON
3%
INTU
3%
ISRG
3%
LIN
3%
MSFT
3%
PEP
3%
QCOM
3%
SHOP
3%
09/03/2019
cash
19%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMGN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTU
3%
LIN
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TXN
3%
08/28/2019
cash
85%
ADBE
3%
FTNT
3%
MELI
3%
PANW
3%
SHOP
3%
08/27/2019
cash
64%
AAPL
3%
CDNS
3%
CSCO
3%
LRCX
3%
MAR
3%
MELI
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
TMUS
3%
VRTX
3%
08/23/2019
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMGN
2.86%
AMZN
2.86%
CDNS
2.86%
CMCSA
2.86%
COST
2.86%
CTAS
2.86%
FTNT
2.86%
GILD
2.86%
GOOG
2.86%
HON
2.86%
INTC
2.86%
ISRG
2.86%
KLAC
2.86%
LIN
2.86%
LRCX
2.86%
MAR
2.86%
MDLZ
2.86%
MELI
2.86%
META
2.86%
MSFT
2.86%
MSTR
2.86%
NFLX
2.86%
ORLY
2.86%
PEP
2.86%
QQQ
2.86%
SBUX
2.86%
SHOP
2.86%
SNPS
2.86%
TMUS
2.86%
TXN
2.86%
VRTX
2.86%
08/22/2019
cash
85%
GLD
3%
HON
3%
LIN
3%
META
3%
ORLY
3%
08/21/2019
cash
91%
MAR
3%
NFLX
3%
TSLA
3%
08/20/2019
cash
52%
ADBE
3%
AMD
3%
CDNS
3%
COST
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
LIN
3%
MDLZ
3%
META
3%
NFLX
3%
SBUX
3%
TMUS
3%
VRTX
3%
08/15/2019
cash
43%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
AVGO
3%
CSCO
3%
FTNT
3%
GILD
3%
HON
3%
ISRG
3%
MAR
3%
MELI
3%
MSFT
3%
MSTR
3%
NFLX
3%
QQQ
3%
SHOP
3%
TSLA
3%
TXN
3%
08/14/2019
cash
13%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
NFLX
3%
ORLY
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
VRTX
3%
08/12/2019
cash
34%
ADBE
3%
ADI
3%
ADP
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
08/09/2019
cash
88%
GLD
3%
LRCX
3%
MU
3%
TXN
3%
08/05/2019
cash
7%
ADBE
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
08/02/2019
cash
82%
AMAT
3%
AMZN
3%
LRCX
3%
ORLY
3%
TMUS
3%
TXN
3%
08/01/2019
cash
70%
ADP
3%
AMAT
3%
CMCSA
3%
FTNT
3%
META
3%
NFLX
3%
ORLY
3%
PEP
3%
TSLA
3%
TXN
3%
07/31/2019
cash
52%
ADBE
3%
BKNG
3%
CMCSA
3%
COST
3%
FTNT
3%
GLD
3%
INTU
3%
ISRG
3%
MDLZ
3%
MELI
3%
MSFT
3%
ORLY
3%
PEP
3%
SBUX
3%
SNPS
3%
TMUS
3%
07/30/2019
cash
82%
ADBE
3%
COST
3%
INTU
3%
NFLX
3%
QQQ
3%
SBUX
3%
07/29/2019
cash
82%
ADI
3%
COST
3%
FTNT
3%
META
3%
MU
3%
TMUS
3%
07/26/2019
cash
88%
AMZN
3%
CSCO
3%
INTC
3%
KLAC
3%
07/25/2019
cash
67%
AMAT
3%
AVGO
3%
COST
3%
CSCO
3%
FTNT
3%
KLAC
3%
LIN
3%
NVDA
3%
ORLY
3%
PEP
3%
QQQ
3%
07/24/2019
cash
91%
FTNT
3%
MDLZ
3%
PEP
3%
07/23/2019
cash
91%
COST
3%
MSTR
3%
SHOP
3%
07/22/2019
cash
91%
GILD
3%
MAR
3%
MDLZ
3%
07/19/2019
cash
46%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
CTAS
3%
GILD
3%
GOOG
3%
INTU
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
07/18/2019
cash
88%
AMZN
3%
META
3%
QCOM
3%
TMUS
3%
07/17/2019
cash
58%
AAPL
3%
ADI
3%
BKNG
3%
CMCSA
3%
CSCO
3%
LIN
3%
MAR
3%
META
3%
MSTR
3%
ORLY
3%
PEP
3%
QQQ
3%
SNPS
3%
TXN
3%
07/16/2019
cash
76%
ADBE
3%
ADP
3%
AVGO
3%
INTC
3%
LIN
3%
MU
3%
QQQ
3%
SNPS
3%
07/12/2019
cash
88%
AMGN
3%
ISRG
3%
PEP
3%
SHOP
3%
07/11/2019
cash
88%
GILD
3%
MSTR
3%
QCOM
3%
SHOP
3%
07/10/2019
cash
88%
BKNG
3%
HON
3%
QCOM
3%
SHOP
3%
07/09/2019
cash
76%
AMGN
3%
ISRG
3%
LIN
3%
MAR
3%
MSTR
3%
ORLY
3%
SBUX
3%
TMUS
3%
07/08/2019
cash
61%
ADI
3%
AMAT
3%
AVGO
3%
CMCSA
3%
GILD
3%
GLD
3%
GOOG
3%
HON
3%
LRCX
3%
NFLX
3%
TMUS
3%
TSLA
3%
TXN
3%
07/03/2019
cash
91%
ADI
3%
KLAC
3%
QCOM
3%
07/02/2019
cash
88%
ADI
3%
ADP
3%
KLAC
3%
PANW
3%
07/01/2019
cash
91%
COST
3%
GLD
3%
MSTR
3%
06/28/2019
cash
79%
AAPL
3%
AMZN
3%
COST
3%
CSCO
3%
MDLZ
3%
MSFT
3%
PEP
3%
06/27/2019
cash
82%
CSCO
3%
GLD
3%
GOOG
3%
INTC
3%
LIN
3%
PEP
3%
06/26/2019
cash
52%
ADP
3%
AMGN
3%
BKNG
3%
COST
3%
GILD
3%
GLD
3%
HON
3%
ISRG
3%
LIN
3%
MELI
3%
META
3%
MSTR
3%
PEP
3%
SBUX
3%
SNPS
3%
TMUS
3%
06/25/2019
cash
16%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NVDA
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
06/24/2019
cash
79%
AAPL
3%
AMAT
3%
CDNS
3%
KLAC
3%
LRCX
3%
MELI
3%
SBUX
3%
06/21/2019
cash
76%
ADP
3%
AMD
3%
AVGO
3%
FTNT
3%
HON
3%
INTU
3%
NVDA
3%
TMUS
3%
06/20/2019
cash
88%
AMD
3%
CTAS
3%
ORLY
3%
TSLA
3%
06/18/2019
cash
85%
CTAS
3%
MDLZ
3%
PEP
3%
SBUX
3%
SHOP
3%
06/17/2019
cash
64%
AMAT
3%
AMD
3%
CDNS
3%
FTNT
3%
KLAC
3%
LRCX
3%
MAR
3%
MU
3%
ORLY
3%
SBUX
3%
SNPS
3%
TXN
3%
06/14/2019
cash
40%
ADI
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GILD
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
06/13/2019
cash
85%
ADP
3%
CDNS
3%
MSTR
3%
TMUS
3%
VRTX
3%
06/12/2019
cash
70%
ADI
3%
CSCO
3%
ISRG
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
QCOM
3%
QQQ
3%
TSLA
3%
06/11/2019
cash
82%
ADP
3%
AMD
3%
CTAS
3%
INTU
3%
ORLY
3%
TMUS
3%
06/06/2019
cash
91%
GILD
3%
PANW
3%
VRTX
3%
06/03/2019
cash
22%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
05/31/2019
cash
22%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GILD
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
MELI
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
TMUS
3%
TSLA
3%
05/30/2019
cash
88%
BKNG
3%
CMCSA
3%
INTU
3%
NVDA
3%
05/29/2019
cash
49%
AAPL
3%
ADP
3%
AMZN
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
LIN
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
QQQ
3%
SBUX
3%
SHOP
3%
VRTX
3%
05/28/2019
cash
25%
AAPL
3%
ADI
3%
AMAT
3%
AMGN
3%
BKNG
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GLD
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MDLZ
3%
MU
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
TMUS
3%
TSLA
3%
TXN
3%
05/24/2019
cash
58%
AAPL
3%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
CTAS
3%
GOOG
3%
KLAC
3%
LRCX
3%
NVDA
3%
QCOM
3%
QQQ
3%
TSLA
3%
TXN
3%
05/23/2019
cash
22%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
GOOG
3%
HON
3%
ISRG
3%
KLAC
3%
LIN
3%
MAR
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
05/22/2019
cash
64%
AAPL
3%
AVGO
3%
BKNG
3%
CDNS
3%
INTC
3%
KLAC
3%
MELI
3%
MU
3%
NVDA
3%
QCOM
3%
SBUX
3%
TMUS
3%
05/21/2019
cash
91%
MDLZ
3%
PEP
3%
TMUS
3%
05/20/2019
cash
16%
AAPL
3%
ADBE
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
SBUX
3%
SHOP
3%
TXN
3%
VRTX
3%
05/17/2019
cash
76%
AMZN
3%
AVGO
3%
INTC
3%
MELI
3%
MU
3%
NVDA
3%
QCOM
3%
TXN
3%
05/15/2019
cash
94%
CMCSA
3%
PANW
3%
05/13/2019
cash
4%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
ORLY
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
05/09/2019
cash
91%
INTU
3%
QCOM
3%
QQQ
3%
05/08/2019
cash
64%
AMGN
3%
CMCSA
3%
FTNT
3%
GOOG
3%
MELI
3%
MSTR
3%
NFLX
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
VRTX
3%
05/07/2019
cash
52%
ADP
3%
AMGN
3%
AMZN
3%
COST
3%
GILD
3%
GOOG
3%
HON
3%
ISRG
3%
MELI
3%
META
3%
MSTR
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
05/02/2019
cash
79%
ADBE
3%
AMZN
3%
GOOG
3%
MAR
3%
MSFT
3%
QQQ
3%
VRTX
3%
05/01/2019
cash
46%
ADBE
3%
ADI
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
CTAS
3%
HON
3%
INTU
3%
ISRG
3%
LIN
3%
ORLY
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
04/26/2019
cash
91%
COST
3%
CSCO
3%
TSLA
3%
04/25/2019
cash
85%
LIN
3%
NFLX
3%
ORLY
3%
QCOM
3%
TSLA
3%
04/24/2019
cash
91%
AVGO
3%
MELI
3%
SHOP
3%
04/22/2019
cash
76%
ADI
3%
ADP
3%
AMGN
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
LIN
3%
04/18/2019
cash
85%
FTNT
3%
MAR
3%
MSTR
3%
NVDA
3%
PANW
3%
04/17/2019
cash
91%
ADBE
3%
SBUX
3%
TMUS
3%
04/16/2019
cash
85%
ADP
3%
INTU
3%
SBUX
3%
SHOP
3%
SNPS
3%
04/15/2019
cash
82%
AMD
3%
KLAC
3%
NVDA
3%
SBUX
3%
SNPS
3%
TXN
3%
04/11/2019
cash
85%
AAPL
3%
COST
3%
LIN
3%
QCOM
3%
TSLA
3%
04/10/2019
cash
91%
HON
3%
LIN
3%
QCOM
3%
04/09/2019
cash
67%
ADI
3%
AMD
3%
AMGN
3%
COST
3%
CTAS
3%
GILD
3%
GOOG
3%
INTU
3%
KLAC
3%
MSTR
3%
NVDA
3%
04/08/2019
cash
85%
AMD
3%
META
3%
MSTR
3%
NFLX
3%
QCOM
3%
04/04/2019
cash
61%
AVGO
3%
CDNS
3%
CSCO
3%
CTAS
3%
INTU
3%
MELI
3%
MSTR
3%
MU
3%
PANW
3%
SHOP
3%
SNPS
3%
TSLA
3%
VRTX
3%
04/03/2019
cash
91%
HON
3%
MELI
3%
TMUS
3%
03/28/2019
cash
61%
ADI
3%
AMAT
3%
BKNG
3%
GLD
3%
GOOG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
PANW
3%
QCOM
3%
TMUS
3%
TXN
3%
VRTX
3%
03/27/2019
cash
43%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
CDNS
3%
FTNT
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
MELI
3%
MSTR
3%
MU
3%
NFLX
3%
PANW
3%
QQQ
3%
SHOP
3%
TXN
3%
03/25/2019
cash
64%
AAPL
3%
ADI
3%
AMD
3%
CMCSA
3%
INTC
3%
KLAC
3%
MAR
3%
MELI
3%
NVDA
3%
QQQ
3%
TSLA
3%
TXN
3%
03/22/2019
cash
10%
ADBE
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
LRCX
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
03/20/2019
cash
73%
ADI
3%
AMAT
3%
AVGO
3%
GILD
3%
INTC
3%
LRCX
3%
MAR
3%
TMUS
3%
VRTX
3%
03/19/2019
cash
85%
INTU
3%
LIN
3%
MELI
3%
NFLX
3%
TSLA
3%
03/18/2019
cash
91%
LIN
3%
META
3%
TSLA
3%
03/15/2019
cash
85%
ADBE
3%
COST
3%
FTNT
3%
MELI
3%
PANW
3%
03/14/2019
cash
82%
AMD
3%
GILD
3%
INTC
3%
MAR
3%
MU
3%
PEP
3%
03/08/2019
cash
70%
ADP
3%
AMGN
3%
CTAS
3%
FTNT
3%
HON
3%
MDLZ
3%
ORLY
3%
PEP
3%
QCOM
3%
SBUX
3%
03/07/2019
cash
49%
AAPL
3%
AMAT
3%
AMD
3%
AVGO
3%
BKNG
3%
FTNT
3%
GILD
3%
GOOG
3%
INTU
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
NVDA
3%
QCOM
3%
QQQ
3%
03/06/2019
cash
79%
AMD
3%
CMCSA
3%
FTNT
3%
KLAC
3%
MSTR
3%
MU
3%
TMUS
3%
03/05/2019
cash
85%
HON
3%
INTU
3%
MSTR
3%
TMUS
3%
TSLA
3%
03/04/2019
cash
82%
ADBE
3%
CMCSA
3%
FTNT
3%
HON
3%
NFLX
3%
TMUS
3%
02/28/2019
cash
73%
AAPL
3%
AMAT
3%
FTNT
3%
GILD
3%
MAR
3%
META
3%
NFLX
3%
NVDA
3%
SNPS
3%
02/27/2019
cash
70%
ADI
3%
AMD
3%
AVGO
3%
MAR
3%
MDLZ
3%
MSTR
3%
NVDA
3%
ORLY
3%
SBUX
3%
TXN
3%
02/21/2019
cash
46%
ADI
3%
AMGN
3%
AVGO
3%
BKNG
3%
COST
3%
GILD
3%
GLD
3%
GOOG
3%
HON
3%
LRCX
3%
META
3%
MU
3%
NVDA
3%
ORLY
3%
SHOP
3%
TSLA
3%
TXN
3%
VRTX
3%
02/14/2019
cash
91%
ADP
3%
AMGN
3%
TSLA
3%
02/13/2019
cash
88%
GLD
3%
META
3%
PANW
3%
TSLA
3%
02/12/2019
cash
91%
GILD
3%
MAR
3%
META
3%
02/11/2019
cash
91%
BKNG
3%
CMCSA
3%
GLD
3%
02/08/2019
cash
91%
AMZN
3%
MELI
3%
MU
3%
02/07/2019
cash
49%
ADI
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CSCO
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
MAR
3%
META
3%
NFLX
3%
QQQ
3%
SNPS
3%
TSLA
3%
02/01/2019
cash
88%
AMZN
3%
AVGO
3%
COST
3%
MSFT
3%
01/31/2019
cash
91%
MSTR
3%
QCOM
3%
TXN
3%
01/30/2019
cash
94%
AMGN
3%
CMCSA
3%
01/29/2019
cash
70%
ADBE
3%
GOOG
3%
INTU
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
QQQ
3%
SHOP
3%
SNPS
3%
01/28/2019
cash
79%
CMCSA
3%
GILD
3%
INTU
3%
ISRG
3%
QQQ
3%
SNPS
3%
TMUS
3%
01/24/2019
cash
79%
ADBE
3%
GILD
3%
LIN
3%
MDLZ
3%
PEP
3%
QCOM
3%
VRTX
3%
01/23/2019
cash
76%
CDNS
3%
KLAC
3%
LIN
3%
MELI
3%
META
3%
NFLX
3%
TSLA
3%
VRTX
3%
01/22/2019
cash
58%
ADP
3%
AMAT
3%
AMZN
3%
BKNG
3%
GOOG
3%
KLAC
3%
MAR
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
ORLY
3%
QQQ
3%
SNPS
3%
01/18/2019
cash
91%
FTNT
3%
GLD
3%
NFLX
3%
01/17/2019
cash
91%
MAR
3%
QCOM
3%
TMUS
3%
01/16/2019
cash
67%
ADI
3%
AMD
3%
AVGO
3%
FTNT
3%
GILD
3%
INTC
3%
KLAC
3%
LRCX
3%
MU
3%
QCOM
3%
TMUS
3%
01/14/2019
cash
58%
AAPL
3%
ADI
3%
AMGN
3%
GILD
3%
GOOG
3%
ISRG
3%
LIN
3%
LRCX
3%
MAR
3%
MSTR
3%
PEP
3%
QQQ
3%
TXN
3%
VRTX
3%
01/08/2019
cash
91%
AMAT
3%
BKNG
3%
ORLY
3%
01/03/2019
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
ADP
2.7%
AMAT
2.7%
AMD
2.7%
AMGN
2.7%
AMZN
2.7%
AVGO
2.7%
BKNG
2.7%
CDNS
2.7%
COST
2.7%
CSCO
2.7%
CTAS
2.7%
FTNT
2.7%
GOOG
2.7%
HON
2.7%
INTC
2.7%
INTU
2.7%
ISRG
2.7%
KLAC
2.7%
LRCX
2.7%
MAR
2.7%
META
2.7%
MSFT
2.7%
MSTR
2.7%
MU
2.7%
NVDA
2.7%
PANW
2.7%
PEP
2.7%
QCOM
2.7%
QQQ
2.7%
SBUX
2.7%
SHOP
2.7%
SNPS
2.7%
TSLA
2.7%
TXN
2.7%
01/02/2019
cash
88%
ISRG
3%
PANW
3%
PEP
3%
TSLA
3%
12/28/2018
AAPL
2.33%
ADBE
2.33%
ADI
2.33%
ADP
2.33%
AMAT
2.33%
AMD
2.33%
AMGN
2.33%
AMZN
2.33%
AVGO
2.33%
BKNG
2.33%
CDNS
2.33%
CMCSA
2.33%
COST
2.33%
CSCO
2.33%
CTAS
2.33%
FTNT
2.33%
GILD
2.33%
GOOG
2.33%
HON
2.33%
INTC
2.33%
INTU
2.33%
ISRG
2.33%
KLAC
2.33%
LRCX
2.33%
MDLZ
2.33%
MELI
2.33%
META
2.33%
MSFT
2.33%
MU
2.33%
NFLX
2.33%
NVDA
2.33%
ORLY
2.33%
PANW
2.33%
PEP
2.33%
QCOM
2.33%
QQQ
2.33%
SBUX
2.33%
SHOP
2.33%
SNPS
2.33%
TMUS
2.33%
TSLA
2.33%
TXN
2.33%
VRTX
2.33%
12/24/2018
AAPL
2.27%
ADBE
2.27%
ADI
2.27%
ADP
2.27%
AMAT
2.27%
AMD
2.27%
AMGN
2.27%
AMZN
2.27%
AVGO
2.27%
BKNG
2.27%
CDNS
2.27%
CMCSA
2.27%
COST
2.27%
CSCO
2.27%
CTAS
2.27%
FTNT
2.27%
GILD
2.27%
GOOG
2.27%
HON
2.27%
INTC
2.27%
INTU
2.27%
ISRG
2.27%
KLAC
2.27%
LIN
2.27%
LRCX
2.27%
MDLZ
2.27%
MELI
2.27%
META
2.27%
MSFT
2.27%
MU
2.27%
NFLX
2.27%
NVDA
2.27%
ORLY
2.27%
PANW
2.27%
PEP
2.27%
QCOM
2.27%
QQQ
2.27%
SBUX
2.27%
SHOP
2.27%
SNPS
2.27%
TMUS
2.27%
TSLA
2.27%
TXN
2.27%
VRTX
2.27%
12/21/2018
cash
7%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
MDLZ
3%
MSFT
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
VRTX
3%
12/20/2018
cash
28%
AAPL
3%
ADBE
3%
ADI
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
NVDA
3%
ORLY
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TXN
3%
12/19/2018
cash
31%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
GILD
3%
GLD
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
LRCX
3%
NFLX
3%
NVDA
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
VRTX
3%
12/18/2018
cash
85%
ADP
3%
AMGN
3%
CMCSA
3%
CSCO
3%
PEP
3%
12/17/2018
cash
1%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
12/14/2018
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
ADP
2.7%
AMAT
2.7%
AMGN
2.7%
AMZN
2.7%
AVGO
2.7%
BKNG
2.7%
CDNS
2.7%
CMCSA
2.7%
COST
2.7%
CSCO
2.7%
CTAS
2.7%
FTNT
2.7%
GILD
2.7%
GLD
2.7%
GOOG
2.7%
HON
2.7%
INTU
2.7%
ISRG
2.7%
KLAC
2.7%
LIN
2.7%
LRCX
2.7%
MSFT
2.7%
MSTR
2.7%
NFLX
2.7%
NVDA
2.7%
PANW
2.7%
PEP
2.7%
QQQ
2.7%
SBUX
2.7%
SHOP
2.7%
SNPS
2.7%
TMUS
2.7%
TXN
2.7%
VRTX
2.7%
12/13/2018
cash
79%
ADI
3%
ADP
3%
CMCSA
3%
CTAS
3%
GILD
3%
LIN
3%
VRTX
3%
12/11/2018
cash
85%
CMCSA
3%
CTAS
3%
HON
3%
NFLX
3%
NVDA
3%
12/10/2018
AAPL
2.56%
ADI
2.56%
ADP
2.56%
AMAT
2.56%
AMD
2.56%
AMGN
2.56%
AMZN
2.56%
BKNG
2.56%
CDNS
2.56%
CMCSA
2.56%
CSCO
2.56%
CTAS
2.56%
FTNT
2.56%
GILD
2.56%
GOOG
2.56%
HON
2.56%
INTC
2.56%
INTU
2.56%
ISRG
2.56%
KLAC
2.56%
LIN
2.56%
LRCX
2.56%
MDLZ
2.56%
MELI
2.56%
MSFT
2.56%
MU
2.56%
NFLX
2.56%
NVDA
2.56%
ORLY
2.56%
PANW
2.56%
PEP
2.56%
QCOM
2.56%
QQQ
2.56%
SBUX
2.56%
SHOP
2.56%
SNPS
2.56%
TMUS
2.56%
TXN
2.56%
VRTX
2.56%
12/07/2018
AAPL
2.44%
ADBE
2.44%
ADI
2.44%
ADP
2.44%
AMAT
2.44%
AMD
2.44%
AMGN
2.44%
AMZN
2.44%
BKNG
2.44%
CDNS
2.44%
CMCSA
2.44%
COST
2.44%
CSCO
2.44%
CTAS
2.44%
FTNT
2.44%
GILD
2.44%
GOOG
2.44%
HON
2.44%
INTC
2.44%
INTU
2.44%
ISRG
2.44%
KLAC
2.44%
LIN
2.44%
LRCX
2.44%
MDLZ
2.44%
MELI
2.44%
MSFT
2.44%
MU
2.44%
NFLX
2.44%
NVDA
2.44%
ORLY
2.44%
PANW
2.44%
PEP
2.44%
QCOM
2.44%
QQQ
2.44%
SBUX
2.44%
SHOP
2.44%
SNPS
2.44%
TMUS
2.44%
TXN
2.44%
VRTX
2.44%
12/06/2018
cash
85%
AAPL
3%
CDNS
3%
HON
3%
LIN
3%
QCOM
3%
12/04/2018
cash
31%
AMGN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
KLAC
3%
LIN
3%
MDLZ
3%
MELI
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
PANW
3%
PEP
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
11/27/2018
cash
91%
GLD
3%
LIN
3%
PANW
3%
11/23/2018
cash
67%
AAPL
3%
ADP
3%
CDNS
3%
CSCO
3%
GILD
3%
HON
3%
INTC
3%
LIN
3%
MELI
3%
SBUX
3%
TSLA
3%
11/21/2018
cash
70%
AAPL
3%
AMGN
3%
COST
3%
GILD
3%
INTC
3%
MDLZ
3%
NFLX
3%
NVDA
3%
PEP
3%
SBUX
3%
11/20/2018
cash
43%
AAPL
3%
ADP
3%
AVGO
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
MDLZ
3%
MSFT
3%
MSTR
3%
ORLY
3%
QQQ
3%
SNPS
3%
TMUS
3%
VRTX
3%
11/19/2018
cash
16%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
11/15/2018
cash
88%
COST
3%
FTNT
3%
ORLY
3%
PANW
3%
11/14/2018
cash
31%
AAPL
3%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
FTNT
3%
HON
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MDLZ
3%
MSFT
3%
MSTR
3%
NFLX
3%
PEP
3%
QCOM
3%
SBUX
3%
SNPS
3%
VRTX
3%
11/13/2018
cash
55%
AAPL
3%
AMGN
3%
AMZN
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
GOOG
3%
HON
3%
ISRG
3%
LIN
3%
PANW
3%
QCOM
3%
SBUX
3%
VRTX
3%
11/12/2018
AAPL
2.63%
ADBE
2.63%
ADI
2.63%
ADP
2.63%
AMD
2.63%
AMGN
2.63%
AMZN
2.63%
AVGO
2.63%
CDNS
2.63%
COST
2.63%
CTAS
2.63%
FTNT
2.63%
GILD
2.63%
GLD
2.63%
GOOG
2.63%
HON
2.63%
INTC
2.63%
INTU
2.63%
ISRG
2.63%
KLAC
2.63%
LIN
2.63%
LRCX
2.63%
MELI
2.63%
META
2.63%
MSFT
2.63%
MSTR
2.63%
MU
2.63%
NFLX
2.63%
PANW
2.63%
QCOM
2.63%
QQQ
2.63%
SBUX
2.63%
SHOP
2.63%
SNPS
2.63%
TMUS
2.63%
TSLA
2.63%
TXN
2.63%
VRTX
2.63%
11/09/2018
cash
70%
AMGN
3%
AMZN
3%
BKNG
3%
FTNT
3%
LIN
3%
MELI
3%
META
3%
NFLX
3%
PANW
3%
QCOM
3%
11/06/2018
cash
85%
CDNS
3%
CTAS
3%
GLD
3%
INTC
3%
MELI
3%
11/05/2018
cash
73%
AAPL
3%
AMAT
3%
CTAS
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
PANW
3%
11/02/2018
cash
82%
ADBE
3%
FTNT
3%
GILD
3%
INTC
3%
LIN
3%
META
3%
10/31/2018
cash
88%
GILD
3%
GLD
3%
ORLY
3%
VRTX
3%
10/30/2018
cash
91%
AMZN
3%
GLD
3%
PANW
3%
10/29/2018
cash
37%
ADBE
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
ISRG
3%
LRCX
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
10/26/2018
cash
40%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
INTU
3%
ISRG
3%
LRCX
3%
MSTR
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
TXN
3%
10/25/2018
cash
91%
AMD
3%
GLD
3%
TXN
3%
10/24/2018
cash
28%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
INTU
3%
ISRG
3%
LRCX
3%
MAR
3%
MELI
3%
NFLX
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
10/22/2018
cash
82%
HON
3%
KLAC
3%
MAR
3%
MDLZ
3%
MU
3%
NFLX
3%
10/19/2018
cash
67%
ADI
3%
AMZN
3%
CTAS
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
LIN
3%
NVDA
3%
SHOP
3%
SNPS
3%
10/18/2018
cash
82%
AAPL
3%
ADI
3%
AVGO
3%
CTAS
3%
KLAC
3%
MELI
3%
10/17/2018
cash
91%
CTAS
3%
ORLY
3%
SHOP
3%
10/15/2018
cash
64%
AAPL
3%
AMGN
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
KLAC
3%
MAR
3%
MELI
3%
NVDA
3%
SNPS
3%
TXN
3%
10/11/2018
cash
13%
AAPL
3%
ADI
3%
ADP
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
MAR
3%
MSFT
3%
ORLY
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
10/10/2018
cash
4%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
10/09/2018
cash
88%
CDNS
3%
FTNT
3%
MAR
3%
SNPS
3%
10/08/2018
cash
37%
ADBE
3%
ADI
3%
ADP
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
CSCO
3%
CTAS
3%
FTNT
3%
INTU
3%
ISRG
3%
LRCX
3%
MAR
3%
MSFT
3%
MU
3%
PANW
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
10/05/2018
cash
46%
AAPL
3%
AMD
3%
CMCSA
3%
COST
3%
FTNT
3%
GILD
3%
HON
3%
INTC
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MU
3%
NFLX
3%
PEP
3%
SHOP
3%
SNPS
3%
TMUS
3%
10/04/2018
cash
46%
ADBE
3%
ADP
3%
AMD
3%
AMZN
3%
CTAS
3%
GILD
3%
INTC
3%
ISRG
3%
MDLZ
3%
MELI
3%
MSFT
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
10/03/2018
cash
73%
AMD
3%
HON
3%
ISRG
3%
MDLZ
3%
PANW
3%
PEP
3%
QCOM
3%
SBUX
3%
TMUS
3%
10/02/2018
cash
64%
AMD
3%
BKNG
3%
CDNS
3%
CTAS
3%
META
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
10/01/2018
cash
79%
AMAT
3%
INTC
3%
MELI
3%
META
3%
SBUX
3%
SHOP
3%
SNPS
3%
09/28/2018
cash
82%
AMD
3%
AMGN
3%
LIN
3%
NFLX
3%
PANW
3%
TSLA
3%
09/27/2018
cash
82%
CSCO
3%
CTAS
3%
LIN
3%
MSTR
3%
PANW
3%
QCOM
3%
09/26/2018
cash
64%
AMAT
3%
AVGO
3%
CDNS
3%
INTC
3%
KLAC
3%
LRCX
3%
PANW
3%
PEP
3%
QCOM
3%
SNPS
3%
TMUS
3%
TXN
3%
09/25/2018
cash
82%
COST
3%
GILD
3%
INTC
3%
MAR
3%
MELI
3%
PEP
3%
09/24/2018
cash
82%
ADP
3%
CMCSA
3%
COST
3%
HON
3%
INTU
3%
PEP
3%
09/21/2018
cash
64%
AAPL
3%
ADBE
3%
AMD
3%
AMZN
3%
GOOG
3%
INTU
3%
ISRG
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
09/20/2018
cash
58%
ADBE
3%
ADP
3%
AMD
3%
CDNS
3%
FTNT
3%
INTU
3%
ISRG
3%
KLAC
3%
MSFT
3%
MSTR
3%
PANW
3%
PEP
3%
QCOM
3%
SNPS
3%
09/19/2018
cash
55%
ADBE
3%
ADP
3%
AMD
3%
CDNS
3%
CTAS
3%
FTNT
3%
INTU
3%
ISRG
3%
KLAC
3%
MSFT
3%
MSTR
3%
PANW
3%
PEP
3%
QCOM
3%
SNPS
3%
09/18/2018
cash
82%
CDNS
3%
MDLZ
3%
MELI
3%
PEP
3%
SNPS
3%
TSLA
3%
09/17/2018
cash
16%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
09/12/2018
cash
70%
ADI
3%
CDNS
3%
COST
3%
CTAS
3%
GOOG
3%
META
3%
MU
3%
NVDA
3%
ORLY
3%
TXN
3%
09/10/2018
cash
85%
AAPL
3%
AMZN
3%
BKNG
3%
CTAS
3%
MELI
3%
09/07/2018
cash
52%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
CSCO
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LIN
3%
MSFT
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
09/06/2018
cash
67%
AMGN
3%
AMZN
3%
CMCSA
3%
GOOG
3%
MELI
3%
META
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
TMUS
3%
09/05/2018
cash
67%
AAPL
3%
ADBE
3%
BKNG
3%
FTNT
3%
ISRG
3%
MAR
3%
MELI
3%
MSFT
3%
MSTR
3%
PANW
3%
SNPS
3%
08/31/2018
cash
88%
ADBE
3%
HON
3%
KLAC
3%
TXN
3%
08/30/2018
cash
82%
HON
3%
INTC
3%
MELI
3%
MSTR
3%
ORLY
3%
QCOM
3%
08/27/2018
cash
91%
COST
3%
CTAS
3%
INTU
3%
08/23/2018
cash
67%
AMAT
3%
AMGN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
LIN
3%
MAR
3%
MDLZ
3%
PEP
3%
SBUX
3%
TMUS
3%
08/22/2018
cash
85%
AVGO
3%
CMCSA
3%
MDLZ
3%
PEP
3%
SBUX
3%
08/20/2018
cash
85%
AVGO
3%
GILD
3%
INTC
3%
MELI
3%
META
3%
08/17/2018
cash
70%
ADBE
3%
GOOG
3%
INTU
3%
LRCX
3%
META
3%
MSTR
3%
NFLX
3%
NVDA
3%
SHOP
3%
TSLA
3%
08/16/2018
cash
70%
ADBE
3%
AMD
3%
BKNG
3%
GLD
3%
GOOG
3%
INTC
3%
KLAC
3%
META
3%
MU
3%
NFLX
3%
08/15/2018
cash
64%
AMZN
3%
CMCSA
3%
GILD
3%
KLAC
3%
LRCX
3%
MSTR
3%
NFLX
3%
PANW
3%
QQQ
3%
SHOP
3%
TSLA
3%
VRTX
3%
08/14/2018
cash
85%
AVGO
3%
BKNG
3%
INTC
3%
LRCX
3%
TSLA
3%
08/13/2018
cash
64%
AVGO
3%
BKNG
3%
CTAS
3%
HON
3%
ISRG
3%
LIN
3%
META
3%
MSFT
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
08/10/2018
cash
46%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
META
3%
MU
3%
NVDA
3%
PEP
3%
QQQ
3%
TXN
3%
08/09/2018
cash
70%
AMD
3%
AMGN
3%
COST
3%
HON
3%
MAR
3%
META
3%
QCOM
3%
TMUS
3%
TSLA
3%
VRTX
3%
08/08/2018
cash
82%
CMCSA
3%
GILD
3%
MAR
3%
NFLX
3%
PEP
3%
QCOM
3%
08/02/2018
cash
91%
CMCSA
3%
HON
3%
MELI
3%
08/01/2018
cash
70%
AMAT
3%
AVGO
3%
BKNG
3%
COST
3%
CSCO
3%
HON
3%
LIN
3%
MU
3%
PEP
3%
SHOP
3%
07/31/2018
cash
88%
AMD
3%
AVGO
3%
GOOG
3%
MU
3%
07/30/2018
cash
40%
ADI
3%
AMGN
3%
CTAS
3%
FTNT
3%
GILD
3%
HON
3%
INTU
3%
ISRG
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
NVDA
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
TXN
3%
07/27/2018
cash
79%
AVGO
3%
CTAS
3%
GILD
3%
MELI
3%
NFLX
3%
PEP
3%
VRTX
3%
07/24/2018
cash
73%
ADBE
3%
FTNT
3%
INTU
3%
MAR
3%
MELI
3%
NFLX
3%
PANW
3%
SHOP
3%
TSLA
3%
07/23/2018
cash
79%
BKNG
3%
LIN
3%
MELI
3%
PANW
3%
PEP
3%
TMUS
3%
TSLA
3%
07/20/2018
cash
67%
AMGN
3%
CSCO
3%
INTU
3%
ISRG
3%
KLAC
3%
NFLX
3%
PANW
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
07/19/2018
cash
88%
AMGN
3%
AMZN
3%
BKNG
3%
TMUS
3%
07/17/2018
cash
94%
CMCSA
3%
NFLX
3%
07/16/2018
cash
79%
BKNG
3%
FTNT
3%
HON
3%
MDLZ
3%
NVDA
3%
PANW
3%
TSLA
3%
07/11/2018
cash
52%
AAPL
3%
ADI
3%
AMD
3%
AMGN
3%
CSCO
3%
GILD
3%
HON
3%
INTC
3%
LRCX
3%
MELI
3%
META
3%
NVDA
3%
QCOM
3%
QQQ
3%
TMUS
3%
TXN
3%
07/03/2018
cash
46%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AVGO
3%
COST
3%
INTC
3%
KLAC
3%
LIN
3%
LRCX
3%
MAR
3%
META
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
TMUS
3%
TXN
3%
06/29/2018
cash
79%
AVGO
3%
CTAS
3%
ISRG
3%
META
3%
MU
3%
NFLX
3%
ORLY
3%
06/28/2018
cash
88%
AVGO
3%
COST
3%
GLD
3%
MAR
3%
06/27/2018
cash
7%
ADBE
3%
ADI
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
VRTX
3%
06/26/2018
cash
82%
ADP
3%
AMGN
3%
COST
3%
GILD
3%
GOOG
3%
SBUX
3%
06/25/2018
AAPL
2.86%
ADBE
2.86%
ADI
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMZN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
CMCSA
2.86%
CSCO
2.86%
CTAS
2.86%
FTNT
2.86%
GOOG
2.86%
INTU
2.86%
ISRG
2.86%
KLAC
2.86%
LRCX
2.86%
MAR
2.86%
META
2.86%
MSFT
2.86%
MSTR
2.86%
MU
2.86%
NFLX
2.86%
NVDA
2.86%
ORLY
2.86%
PANW
2.86%
QCOM
2.86%
QQQ
2.86%
SHOP
2.86%
SNPS
2.86%
TMUS
2.86%
TXN
2.86%
VRTX
2.86%
06/22/2018
cash
67%
AAPL
3%
ADBE
3%
AMAT
3%
AMGN
3%
CDNS
3%
FTNT
3%
ISRG
3%
PANW
3%
SHOP
3%
SNPS
3%
TSLA
3%
06/21/2018
cash
67%
ADBE
3%
ADI
3%
AMD
3%
CMCSA
3%
GLD
3%
HON
3%
MELI
3%
SBUX
3%
SHOP
3%
TSLA
3%
TXN
3%
06/19/2018
cash
82%
AAPL
3%
ADBE
3%
ADI
3%
CSCO
3%
SNPS
3%
TSLA
3%
06/18/2018
cash
73%
AMAT
3%
CMCSA
3%
GILD
3%
LRCX
3%
MDLZ
3%
MELI
3%
PANW
3%
PEP
3%
VRTX
3%
06/15/2018
cash
91%
AAPL
3%
ADBE
3%
ISRG
3%
06/13/2018
cash
76%
AAPL
3%
ADI
3%
AMGN
3%
BKNG
3%
MELI
3%
MSFT
3%
SNPS
3%
TXN
3%
06/11/2018
cash
79%
ADP
3%
BKNG
3%
KLAC
3%
MSFT
3%
QCOM
3%
SHOP
3%
TXN
3%
06/08/2018
cash
88%
AMZN
3%
CSCO
3%
MAR
3%
TXN
3%
06/07/2018
cash
64%
ADBE
3%
ADP
3%
BKNG
3%
CSCO
3%
CTAS
3%
FTNT
3%
META
3%
MSFT
3%
NFLX
3%
PANW
3%
QQQ
3%
SNPS
3%
06/05/2018
cash
91%
AMGN
3%
CMCSA
3%
SBUX
3%
05/31/2018
cash
70%
AMAT
3%
HON
3%
INTC
3%
LRCX
3%
MDLZ
3%
MELI
3%
MSTR
3%
PANW
3%
PEP
3%
TMUS
3%
05/29/2018
cash
79%
BKNG
3%
CSCO
3%
GOOG
3%
HON
3%
MAR
3%
MSTR
3%
PANW
3%
05/22/2018
cash
76%
FTNT
3%
GOOG
3%
ISRG
3%
NVDA
3%
ORLY
3%
SBUX
3%
SHOP
3%
TSLA
3%
05/18/2018
cash
58%
AAPL
3%
AMZN
3%
AVGO
3%
BKNG
3%
CSCO
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
META
3%
MU
3%
NFLX
3%
QQQ
3%
TSLA
3%
05/17/2018
cash
88%
CSCO
3%
FTNT
3%
MAR
3%
MSFT
3%
05/16/2018
cash
85%
CDNS
3%
CTAS
3%
FTNT
3%
META
3%
PANW
3%
05/15/2018
cash
46%
AAPL
3%
ADBE
3%
AMGN
3%
CDNS
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
05/14/2018
cash
76%
ADBE
3%
ADP
3%
AMZN
3%
MELI
3%
MSTR
3%
PANW
3%
SBUX
3%
SHOP
3%
05/08/2018
cash
91%
CMCSA
3%
PEP
3%
VRTX
3%
05/03/2018
cash
76%
AMGN
3%
AVGO
3%
MDLZ
3%
MSTR
3%
PANW
3%
SBUX
3%
TMUS
3%
TSLA
3%
05/02/2018
cash
49%
ADBE
3%
AMZN
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
GLD
3%
HON
3%
MDLZ
3%
MELI
3%
MSFT
3%
MU
3%
PEP
3%
QCOM
3%
SBUX
3%
SHOP
3%
VRTX
3%
05/01/2018
cash
91%
AMGN
3%
GLD
3%
PEP
3%
04/30/2018
cash
55%
AVGO
3%
CMCSA
3%
CTAS
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
LRCX
3%
META
3%
MSFT
3%
MU
3%
ORLY
3%
PEP
3%
QQQ
3%
TXN
3%
04/27/2018
cash
85%
FTNT
3%
MSTR
3%
MU
3%
PEP
3%
SBUX
3%
04/25/2018
cash
85%
CTAS
3%
FTNT
3%
INTU
3%
NVDA
3%
SHOP
3%
04/24/2018
cash
40%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AVGO
3%
BKNG
3%
CSCO
3%
GILD
3%
HON
3%
INTU
3%
ISRG
3%
LRCX
3%
MDLZ
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
04/23/2018
cash
70%
AAPL
3%
ADI
3%
AVGO
3%
GLD
3%
HON
3%
ISRG
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
04/20/2018
cash
28%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AVGO
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
PEP
3%
SBUX
3%
SNPS
3%
VRTX
3%
04/19/2018
cash
88%
AMAT
3%
KLAC
3%
LRCX
3%
NVDA
3%
04/17/2018
cash
91%
MDLZ
3%
ORLY
3%
TSLA
3%
04/16/2018
cash
82%
GILD
3%
MELI
3%
MU
3%
QCOM
3%
TSLA
3%
VRTX
3%
04/13/2018
cash
64%
ADBE
3%
AMZN
3%
CMCSA
3%
CTAS
3%
KLAC
3%
MAR
3%
ORLY
3%
PANW
3%
SBUX
3%
SHOP
3%
TMUS
3%
TXN
3%
04/12/2018
cash
82%
AMGN
3%
CMCSA
3%
GLD
3%
MELI
3%
PEP
3%
TSLA
3%
04/11/2018
cash
82%
CMCSA
3%
FTNT
3%
GOOG
3%
HON
3%
MELI
3%
SHOP
3%
04/10/2018
cash
91%
COST
3%
MAR
3%
PANW
3%
04/09/2018
cash
73%
ADI
3%
AMD
3%
CMCSA
3%
KLAC
3%
MAR
3%
MSTR
3%
MU
3%
ORLY
3%
TSLA
3%
04/06/2018
cash
1%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
04/05/2018
cash
85%
GLD
3%
LRCX
3%
MU
3%
NVDA
3%
VRTX
3%
04/03/2018
cash
91%
MELI
3%
SHOP
3%
TMUS
3%
04/02/2018
cash
1%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MSFT
3%
MSTR
3%
MU
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
03/28/2018
cash
1%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
VRTX
3%
03/27/2018
cash
1%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
ISRG
3%
KLAC
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
03/23/2018
AAPL
2.44%
ADBE
2.44%
ADI
2.44%
ADP
2.44%
AMAT
2.44%
AMD
2.44%
AMGN
2.44%
AMZN
2.44%
BKNG
2.44%
CDNS
2.44%
CMCSA
2.44%
COST
2.44%
CSCO
2.44%
FTNT
2.44%
GILD
2.44%
GOOG
2.44%
HON
2.44%
INTC
2.44%
INTU
2.44%
ISRG
2.44%
KLAC
2.44%
LRCX
2.44%
MAR
2.44%
MDLZ
2.44%
MELI
2.44%
META
2.44%
MSFT
2.44%
MU
2.44%
NFLX
2.44%
NVDA
2.44%
ORLY
2.44%
PANW
2.44%
PEP
2.44%
QCOM
2.44%
QQQ
2.44%
SBUX
2.44%
SNPS
2.44%
TMUS
2.44%
TSLA
2.44%
TXN
2.44%
VRTX
2.44%
03/22/2018
cash
19%
AAPL
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
MDLZ
3%
MELI
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
03/21/2018
cash
76%
AAPL
3%
GILD
3%
GOOG
3%
MELI
3%
MSFT
3%
QCOM
3%
QQQ
3%
TMUS
3%
03/20/2018
cash
70%
AMD
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
GLD
3%
GOOG
3%
QCOM
3%
TMUS
3%
TSLA
3%
03/19/2018
cash
25%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MSFT
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
TSLA
3%
TXN
3%
03/16/2018
cash
70%
CMCSA
3%
CTAS
3%
FTNT
3%
GLD
3%
MAR
3%
MDLZ
3%
MELI
3%
PANW
3%
PEP
3%
TSLA
3%
03/15/2018
cash
70%
ADI
3%
CTAS
3%
GLD
3%
INTC
3%
MDLZ
3%
MELI
3%
MU
3%
PEP
3%
TMUS
3%
TXN
3%
03/14/2018
cash
46%
AAPL
3%
ADI
3%
ADP
3%
AMD
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
HON
3%
MAR
3%
MDLZ
3%
MSFT
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
03/13/2018
cash
40%
AAPL
3%
ADI
3%
AMAT
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
MDLZ
3%
META
3%
MSFT
3%
NFLX
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
03/12/2018
cash
91%
AMD
3%
HON
3%
TMUS
3%
03/08/2018
cash
79%
AMD
3%
COST
3%
INTC
3%
MELI
3%
NFLX
3%
ORLY
3%
QCOM
3%
03/07/2018
cash
85%
AAPL
3%
AMGN
3%
CMCSA
3%
MDLZ
3%
ORLY
3%
03/01/2018
cash
25%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AVGO
3%
CDNS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSTR
3%
MU
3%
NVDA
3%
PEP
3%
SBUX
3%
TSLA
3%
TXN
3%
02/28/2018
cash
82%
CDNS
3%
CMCSA
3%
GILD
3%
GLD
3%
INTU
3%
META
3%
02/27/2018
cash
73%
ADP
3%
CDNS
3%
CMCSA
3%
COST
3%
GILD
3%
GLD
3%
MELI
3%
ORLY
3%
SNPS
3%
02/23/2018
cash
46%
ADP
3%
CDNS
3%
CMCSA
3%
GILD
3%
INTC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
02/22/2018
cash
49%
ADP
3%
CDNS
3%
CMCSA
3%
GILD
3%
INTC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
02/21/2018
cash
37%
AAPL
3%
AMD
3%
AMGN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
INTC
3%
ISRG
3%
LRCX
3%
MSFT
3%
MSTR
3%
NVDA
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
TSLA
3%
TXN
3%
VRTX
3%
02/16/2018
cash
91%
AMD
3%
GILD
3%
MAR
3%
02/09/2018
cash
85%
AMZN
3%
BKNG
3%
MDLZ
3%
MSTR
3%
TSLA
3%
02/08/2018
AAPL
2.94%
ADBE
2.94%
ADI
2.94%
ADP
2.94%
AMAT
2.94%
AMD
2.94%
AVGO
2.94%
CDNS
2.94%
CMCSA
2.94%
COST
2.94%
CSCO
2.94%
CTAS
2.94%
FTNT
2.94%
GILD
2.94%
GOOG
2.94%
HON
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LRCX
2.94%
MAR
2.94%
META
2.94%
MSFT
2.94%
MU
2.94%
NFLX
2.94%
PANW
2.94%
QCOM
2.94%
QQQ
2.94%
SBUX
2.94%
SHOP
2.94%
SNPS
2.94%
TSLA
2.94%
TXN
2.94%
02/07/2018
cash
55%
ADI
3%
AMAT
3%
COST
3%
FTNT
3%
GLD
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
02/05/2018
cash
7%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
02/02/2018
cash
91%
FTNT
3%
INTC
3%
MU
3%
02/01/2018
cash
82%
AVGO
3%
COST
3%
ISRG
3%
NFLX
3%
QCOM
3%
SBUX
3%
01/30/2018
cash
61%
ADI
3%
AVGO
3%
HON
3%
ISRG
3%
KLAC
3%
LRCX
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
SHOP
3%
TXN
3%
01/29/2018
cash
73%
AVGO
3%
BKNG
3%
CMCSA
3%
CTAS
3%
GLD
3%
META
3%
ORLY
3%
PEP
3%
SBUX
3%
01/26/2018
cash
49%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMGN
3%
AVGO
3%
CMCSA
3%
CSCO
3%
INTC
3%
KLAC
3%
LRCX
3%
MSTR
3%
MU
3%
ORLY
3%
PEP
3%
SNPS
3%
TSLA
3%
01/25/2018
cash
49%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
CSCO
3%
LRCX
3%
MU
3%
ORLY
3%
PEP
3%
QCOM
3%
SNPS
3%
TSLA
3%
01/24/2018
cash
70%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
CDNS
3%
INTU
3%
MAR
3%
SNPS
3%
TSLA
3%
TXN
3%
01/18/2018
cash
82%
BKNG
3%
COST
3%
GLD
3%
HON
3%
MSTR
3%
TMUS
3%
01/16/2018
cash
61%
AAPL
3%
ADBE
3%
AMD
3%
CDNS
3%
FTNT
3%
HON
3%
META
3%
MSFT
3%
MSTR
3%
NVDA
3%
PANW
3%
SNPS
3%
TMUS
3%
01/11/2018
cash
88%
AMAT
3%
LRCX
3%
MU
3%
PEP
3%
01/10/2018
cash
73%
ADI
3%
COST
3%
CTAS
3%
INTC
3%
INTU
3%
KLAC
3%
MDLZ
3%
ORLY
3%
PEP
3%
01/04/2018
cash
88%
COST
3%
INTC
3%
ISRG
3%
TMUS
3%
01/03/2018
cash
88%
CMCSA
3%
HON
3%
PEP
3%
TMUS
3%
01/02/2018
cash
88%
ADP
3%
MAR
3%
MDLZ
3%
PEP
3%
12/29/2017
cash
1%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
VRTX
3%
12/28/2017
cash
85%
AMGN
3%
GILD
3%
MDLZ
3%
MELI
3%
MU
3%
12/27/2017
cash
91%
KLAC
3%
NFLX
3%
TSLA
3%
12/26/2017
cash
49%
AMAT
3%
AVGO
3%
CDNS
3%
CSCO
3%
CTAS
3%
INTC
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
12/22/2017
cash
73%
ADP
3%
AMZN
3%
CDNS
3%
FTNT
3%
GILD
3%
GOOG
3%
MELI
3%
SBUX
3%
SNPS
3%
12/21/2017
cash
61%
ADP
3%
AVGO
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
META
3%
PANW
3%
SBUX
3%
SNPS
3%
TXN
3%
12/20/2017
cash
58%
ADBE
3%
ADP
3%
BKNG
3%
COST
3%
GILD
3%
GOOG
3%
INTU
3%
MDLZ
3%
META
3%
MSFT
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
12/19/2017
cash
67%
AAPL
3%
ADBE
3%
COST
3%
GILD
3%
HON
3%
ISRG
3%
META
3%
MSFT
3%
NFLX
3%
QCOM
3%
SBUX
3%
12/15/2017
cash
91%
ORLY
3%
SBUX
3%
SNPS
3%
12/14/2017
cash
61%
ADP
3%
AMGN
3%
CSCO
3%
GILD
3%
HON
3%
ISRG
3%
MAR
3%
MDLZ
3%
MSFT
3%
MSTR
3%
ORLY
3%
TMUS
3%
VRTX
3%
12/13/2017
cash
82%
ADI
3%
CDNS
3%
CMCSA
3%
LRCX
3%
MAR
3%
ORLY
3%
12/12/2017
cash
61%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CTAS
3%
INTC
3%
ISRG
3%
KLAC
3%
META
3%
MSTR
3%
MU
3%
SHOP
3%
SNPS
3%
12/07/2017
cash
82%
AMGN
3%
COST
3%
GLD
3%
INTC
3%
ORLY
3%
PEP
3%
12/06/2017
cash
79%
AMGN
3%
COST
3%
HON
3%
MAR
3%
ORLY
3%
PANW
3%
VRTX
3%
12/05/2017
cash
70%
ADBE
3%
AMD
3%
CSCO
3%
CTAS
3%
FTNT
3%
GLD
3%
INTC
3%
ISRG
3%
MELI
3%
SNPS
3%
12/04/2017
cash
43%
ADBE
3%
AMAT
3%
CDNS
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
SNPS
3%
TMUS
3%
TXN
3%
12/01/2017
cash
91%
LRCX
3%
PANW
3%
QCOM
3%
11/30/2017
cash
88%
CSCO
3%
GLD
3%
QCOM
3%
TMUS
3%
11/29/2017
cash
40%
ADBE
3%
ADI
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
FTNT
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
MELI
3%
META
3%
MU
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
TSLA
3%
11/28/2017
cash
91%
AMD
3%
BKNG
3%
TMUS
3%
11/27/2017
cash
73%
AMGN
3%
CDNS
3%
CMCSA
3%
GILD
3%
INTC
3%
LRCX
3%
MSTR
3%
SBUX
3%
TXN
3%
11/24/2017
cash
85%
CMCSA
3%
COST
3%
MDLZ
3%
ORLY
3%
PANW
3%
11/22/2017
cash
76%
ADBE
3%
BKNG
3%
CDNS
3%
INTU
3%
MAR
3%
MELI
3%
PEP
3%
TXN
3%
11/21/2017
cash
91%
CTAS
3%
INTU
3%
ORLY
3%
11/20/2017
cash
70%
AAPL
3%
ADP
3%
AMGN
3%
CMCSA
3%
CTAS
3%
GOOG
3%
INTC
3%
MDLZ
3%
TSLA
3%
VRTX
3%
11/17/2017
cash
67%
AMAT
3%
CDNS
3%
CMCSA
3%
CTAS
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
MSFT
3%
NFLX
3%
PEP
3%
11/16/2017
cash
61%
AAPL
3%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
COST
3%
INTC
3%
MDLZ
3%
MSFT
3%
NFLX
3%
NVDA
3%
QQQ
3%
TXN
3%
11/15/2017
cash
58%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMGN
3%
AMZN
3%
COST
3%
INTC
3%
MDLZ
3%
MSFT
3%
NFLX
3%
NVDA
3%
QQQ
3%
TXN
3%
11/14/2017
cash
91%
AMGN
3%
GILD
3%
MELI
3%
11/13/2017
cash
85%
AMGN
3%
KLAC
3%
MSTR
3%
PANW
3%
SBUX
3%
11/10/2017
cash
82%
ADP
3%
AMGN
3%
GLD
3%
INTC
3%
NFLX
3%
SBUX
3%
11/09/2017
cash
64%
ADI
3%
AMAT
3%
AMD
3%
AVGO
3%
CSCO
3%
CTAS
3%
HON
3%
LRCX
3%
MAR
3%
NFLX
3%
PANW
3%
TXN
3%
11/08/2017
cash
91%
AMD
3%
MELI
3%
VRTX
3%
11/06/2017
cash
79%
ADP
3%
AMGN
3%
GILD
3%
MU
3%
ORLY
3%
PEP
3%
TMUS
3%
11/03/2017
cash
91%
GILD
3%
INTC
3%
MU
3%
11/02/2017
cash
73%
ADI
3%
AMGN
3%
AMZN
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GILD
3%
META
3%
TSLA
3%
11/01/2017
cash
70%
ADI
3%
AMAT
3%
CTAS
3%
KLAC
3%
LRCX
3%
ORLY
3%
PANW
3%
SHOP
3%
SNPS
3%
VRTX
3%
10/31/2017
cash
79%
ADBE
3%
CMCSA
3%
CTAS
3%
INTU
3%
MSFT
3%
MSTR
3%
NFLX
3%
10/30/2017
cash
73%
AMAT
3%
BKNG
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
INTU
3%
PEP
3%
SNPS
3%
10/27/2017
cash
91%
BKNG
3%
FTNT
3%
PANW
3%
10/26/2017
cash
88%
AVGO
3%
GLD
3%
QQQ
3%
VRTX
3%
10/25/2017
cash
79%
AMAT
3%
CTAS
3%
MELI
3%
META
3%
NVDA
3%
PEP
3%
SHOP
3%
10/24/2017
cash
85%
ADBE
3%
BKNG
3%
CTAS
3%
FTNT
3%
PEP
3%
10/23/2017
cash
79%
BKNG
3%
MELI
3%
META
3%
NFLX
3%
QQQ
3%
SBUX
3%
TSLA
3%
10/20/2017
cash
88%
GLD
3%
MAR
3%
PEP
3%
QCOM
3%
10/19/2017
cash
85%
AAPL
3%
AMGN
3%
BKNG
3%
GOOG
3%
MDLZ
3%
10/18/2017
cash
70%
AMZN
3%
CMCSA
3%
COST
3%
GILD
3%
GLD
3%
MDLZ
3%
NFLX
3%
PEP
3%
SNPS
3%
TXN
3%
10/17/2017
cash
79%
AVGO
3%
CDNS
3%
GLD
3%
MU
3%
PEP
3%
SBUX
3%
SNPS
3%
10/16/2017
cash
73%
ADBE
3%
AMGN
3%
GILD
3%
GLD
3%
INTU
3%
MELI
3%
QCOM
3%
TMUS
3%
TSLA
3%
10/13/2017
cash
91%
MELI
3%
MU
3%
VRTX
3%
10/12/2017
cash
70%
AMGN
3%
CMCSA
3%
CSCO
3%
FTNT
3%
GILD
3%
INTC
3%
MU
3%
ORLY
3%
PANW
3%
QCOM
3%
10/11/2017
cash
88%
ADP
3%
INTC
3%
INTU
3%
PANW
3%
10/10/2017
cash
76%
BKNG
3%
CMCSA
3%
CSCO
3%
FTNT
3%
META
3%
NFLX
3%
SHOP
3%
TMUS
3%
10/09/2017
cash
79%
CMCSA
3%
COST
3%
GILD
3%
MDLZ
3%
ORLY
3%
PEP
3%
TSLA
3%
10/06/2017
cash
91%
CMCSA
3%
GILD
3%
SHOP
3%
10/05/2017
cash
82%
AMGN
3%
GLD
3%
KLAC
3%
MU
3%
ORLY
3%
SHOP
3%
10/04/2017
cash
82%
ADBE
3%
GILD
3%
GOOG
3%
MAR
3%
META
3%
MU
3%
10/03/2017
cash
91%
AVGO
3%
MSFT
3%
ORLY
3%
10/02/2017
cash
91%
CMCSA
3%
GLD
3%
NFLX
3%
09/29/2017
cash
88%
FTNT
3%
GLD
3%
MELI
3%
TMUS
3%
09/28/2017
cash
88%
BKNG
3%
CMCSA
3%
CSCO
3%
MELI
3%
09/27/2017
cash
82%
AMGN
3%
BKNG
3%
GLD
3%
HON
3%
PEP
3%
TMUS
3%
09/26/2017
cash
61%
AMAT
3%
AMD
3%
BKNG
3%
CDNS
3%
FTNT
3%
GLD
3%
HON
3%
ISRG
3%
LRCX
3%
QCOM
3%
SHOP
3%
SNPS
3%
VRTX
3%
09/25/2017
cash
25%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
CDNS
3%
FTNT
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
09/22/2017
cash
79%
AAPL
3%
ADBE
3%
AMGN
3%
MDLZ
3%
MELI
3%
PEP
3%
TSLA
3%
09/21/2017
cash
46%
AAPL
3%
ADBE
3%
AMAT
3%
AMD
3%
GLD
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
ORLY
3%
PANW
3%
PEP
3%
SNPS
3%
VRTX
3%
09/20/2017
cash
70%
ADBE
3%
ADP
3%
AMAT
3%
FTNT
3%
GLD
3%
KLAC
3%
MDLZ
3%
PANW
3%
PEP
3%
SHOP
3%
09/19/2017
cash
76%
AMGN
3%
AMZN
3%
GILD
3%
MDLZ
3%
ORLY
3%
PANW
3%
PEP
3%
TSLA
3%
09/18/2017
cash
70%
ADP
3%
AMGN
3%
AMZN
3%
COST
3%
GLD
3%
GOOG
3%
HON
3%
MDLZ
3%
META
3%
QQQ
3%
09/15/2017
cash
85%
AMGN
3%
BKNG
3%
GLD
3%
MAR
3%
MELI
3%
09/14/2017
cash
61%
AAPL
3%
ADP
3%
BKNG
3%
GILD
3%
HON
3%
MDLZ
3%
META
3%
MSFT
3%
PANW
3%
PEP
3%
QQQ
3%
TMUS
3%
VRTX
3%
09/13/2017
cash
85%
ADP
3%
GILD
3%
GLD
3%
PEP
3%
SNPS
3%
09/12/2017
cash
91%
PANW
3%
PEP
3%
VRTX
3%
09/11/2017
cash
85%
ADP
3%
CDNS
3%
CMCSA
3%
GLD
3%
ORLY
3%
09/08/2017
cash
37%
AAPL
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
CSCO
3%
GOOG
3%
INTC
3%
MDLZ
3%
META
3%
NFLX
3%
NVDA
3%
PEP
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
09/06/2017
cash
82%
ADBE
3%
INTU
3%
MAR
3%
MSFT
3%
TSLA
3%
VRTX
3%
09/05/2017
cash
22%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSFT
3%
NVDA
3%
QCOM
3%
QQQ
3%
TMUS
3%
TXN
3%
08/29/2017
cash
82%
AVGO
3%
CTAS
3%
MELI
3%
ORLY
3%
SBUX
3%
TMUS
3%
08/28/2017
cash
82%
AVGO
3%
BKNG
3%
GOOG
3%
MDLZ
3%
MELI
3%
PEP
3%
08/25/2017
cash
64%
AMAT
3%
AMZN
3%
BKNG
3%
GOOG
3%
ISRG
3%
LRCX
3%
MDLZ
3%
META
3%
NFLX
3%
PANW
3%
PEP
3%
QQQ
3%
08/24/2017
cash
76%
CDNS
3%
CMCSA
3%
COST
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
PEP
3%
08/21/2017
cash
58%
ADP
3%
AMAT
3%
AMZN
3%
BKNG
3%
GOOG
3%
KLAC
3%
LRCX
3%
MSFT
3%
MSTR
3%
NVDA
3%
QQQ
3%
TMUS
3%
TSLA
3%
TXN
3%
08/18/2017
cash
49%
AAPL
3%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
BKNG
3%
COST
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
MSTR
3%
ORLY
3%
QQQ
3%
SBUX
3%
TSLA
3%
TXN
3%
08/17/2017
cash
10%
AAPL
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
08/15/2017
cash
82%
AMGN
3%
BKNG
3%
COST
3%
GLD
3%
HON
3%
NFLX
3%
08/11/2017
cash
82%
CTAS
3%
GILD
3%
HON
3%
INTC
3%
MAR
3%
NVDA
3%
08/10/2017
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
AMAT
2.7%
AMD
2.7%
AMGN
2.7%
AMZN
2.7%
AVGO
2.7%
BKNG
2.7%
CDNS
2.7%
CSCO
2.7%
CTAS
2.7%
FTNT
2.7%
GILD
2.7%
GOOG
2.7%
INTC
2.7%
INTU
2.7%
ISRG
2.7%
KLAC
2.7%
LRCX
2.7%
MAR
2.7%
MDLZ
2.7%
MELI
2.7%
META
2.7%
MSFT
2.7%
MSTR
2.7%
MU
2.7%
PANW
2.7%
QCOM
2.7%
QQQ
2.7%
SBUX
2.7%
SHOP
2.7%
SNPS
2.7%
TMUS
2.7%
TSLA
2.7%
TXN
2.7%
VRTX
2.7%
08/09/2017
cash
88%
MAR
3%
MSTR
3%
SBUX
3%
VRTX
3%
08/08/2017
cash
67%
CTAS
3%
FTNT
3%
GOOG
3%
INTU
3%
MAR
3%
MSTR
3%
ORLY
3%
PANW
3%
QCOM
3%
SBUX
3%
VRTX
3%
08/04/2017
cash
61%
ADI
3%
AMD
3%
AVGO
3%
CMCSA
3%
COST
3%
GILD
3%
GLD
3%
KLAC
3%
MELI
3%
ORLY
3%
PANW
3%
QCOM
3%
SHOP
3%
08/03/2017
cash
49%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
CMCSA
3%
COST
3%
CTAS
3%
GOOG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSTR
3%
MU
3%
NFLX
3%
ORLY
3%
SHOP
3%
VRTX
3%
08/02/2017
cash
64%
ADP
3%
AMAT
3%
CDNS
3%
CMCSA
3%
FTNT
3%
INTU
3%
ISRG
3%
LRCX
3%
NFLX
3%
PANW
3%
PEP
3%
SNPS
3%
08/01/2017
cash
88%
ADP
3%
AMAT
3%
FTNT
3%
MSFT
3%
07/31/2017
cash
52%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
FTNT
3%
GOOG
3%
HON
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
QQQ
3%
VRTX
3%
07/28/2017
cash
64%
AMAT
3%
FTNT
3%
HON
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MSTR
3%
PANW
3%
PEP
3%
TXN
3%
VRTX
3%
07/27/2017
cash
55%
ADI
3%
AMAT
3%
AMGN
3%
AVGO
3%
GOOG
3%
HON
3%
ISRG
3%
LRCX
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
TMUS
3%
TXN
3%
07/25/2017
cash
88%
ADBE
3%
GLD
3%
GOOG
3%
MU
3%
07/24/2017
cash
88%
ADI
3%
MDLZ
3%
NVDA
3%
QCOM
3%
07/21/2017
cash
88%
COST
3%
FTNT
3%
ISRG
3%
SHOP
3%
07/20/2017
cash
85%
COST
3%
FTNT
3%
MDLZ
3%
SNPS
3%
TMUS
3%
07/17/2017
cash
88%
SBUX
3%
SHOP
3%
TSLA
3%
VRTX
3%
07/14/2017
cash
91%
ADP
3%
MSTR
3%
PANW
3%
07/13/2017
cash
85%
ADP
3%
AMD
3%
INTU
3%
ISRG
3%
TMUS
3%
07/12/2017
cash
91%
ADP
3%
ISRG
3%
PEP
3%
07/10/2017
cash
91%
ADP
3%
COST
3%
INTC
3%
07/06/2017
cash
34%
AAPL
3%
AMGN
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
MAR
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TSLA
3%
07/05/2017
cash
79%
COST
3%
CSCO
3%
MDLZ
3%
MELI
3%
ORLY
3%
SBUX
3%
TSLA
3%
07/03/2017
cash
16%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
GLD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
LRCX
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TXN
3%
06/30/2017
cash
61%
AMAT
3%
AMZN
3%
AVGO
3%
FTNT
3%
GLD
3%
GOOG
3%
INTU
3%
KLAC
3%
LRCX
3%
MELI
3%
MU
3%
NVDA
3%
PANW
3%
06/29/2017
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
ADP
2.7%
AMAT
2.7%
AMZN
2.7%
AVGO
2.7%
CDNS
2.7%
CMCSA
2.7%
COST
2.7%
CTAS
2.7%
GILD
2.7%
GOOG
2.7%
HON
2.7%
INTC
2.7%
INTU
2.7%
ISRG
2.7%
KLAC
2.7%
LRCX
2.7%
MAR
2.7%
MDLZ
2.7%
MELI
2.7%
META
2.7%
MSFT
2.7%
NFLX
2.7%
NVDA
2.7%
ORLY
2.7%
PANW
2.7%
PEP
2.7%
QCOM
2.7%
QQQ
2.7%
SBUX
2.7%
SHOP
2.7%
SNPS
2.7%
TMUS
2.7%
TSLA
2.7%
TXN
2.7%
06/27/2017
cash
7%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SHOP
3%
SNPS
3%
TMUS
3%
TXN
3%
06/26/2017
cash
67%
AAPL
3%
AMAT
3%
AVGO
3%
GLD
3%
INTC
3%
INTU
3%
KLAC
3%
MELI
3%
NVDA
3%
QQQ
3%
TXN
3%
06/23/2017
cash
82%
ADP
3%
CMCSA
3%
COST
3%
INTC
3%
NVDA
3%
SNPS
3%
06/22/2017
cash
58%
ADP
3%
AMAT
3%
CMCSA
3%
COST
3%
CTAS
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
MAR
3%
MDLZ
3%
PEP
3%
SBUX
3%
TXN
3%
06/21/2017
cash
79%
CMCSA
3%
CTAS
3%
HON
3%
MAR
3%
MDLZ
3%
ORLY
3%
QCOM
3%
06/20/2017
cash
52%
ADI
3%
ADP
3%
AMAT
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
HON
3%
KLAC
3%
MAR
3%
MDLZ
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
SBUX
3%
06/16/2017
cash
61%
AAPL
3%
AMGN
3%
AVGO
3%
BKNG
3%
GILD
3%
INTC
3%
LRCX
3%
MDLZ
3%
PEP
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
06/15/2017
cash
61%
AAPL
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
FTNT
3%
GOOG
3%
INTC
3%
ISRG
3%
MELI
3%
PANW
3%
QQQ
3%
06/14/2017
cash
82%
AAPL
3%
KLAC
3%
QCOM
3%
SHOP
3%
TMUS
3%
TXN
3%
06/12/2017
cash
34%
AAPL
3%
ADBE
3%
AMAT
3%
AMZN
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
GOOG
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
QQQ
3%
SHOP
3%
SNPS
3%
VRTX
3%
06/09/2017
cash
34%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
CMCSA
3%
COST
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
MAR
3%
MELI
3%
META
3%
MSTR
3%
MU
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
06/08/2017
cash
85%
COST
3%
CTAS
3%
GILD
3%
ORLY
3%
SBUX
3%
06/07/2017
cash
76%
ADP
3%
GILD
3%
HON
3%
MDLZ
3%
MSTR
3%
ORLY
3%
QCOM
3%
TMUS
3%
06/06/2017
cash
61%
ADBE
3%
AMZN
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTC
3%
MDLZ
3%
META
3%
ORLY
3%
QQQ
3%
TMUS
3%
06/05/2017
cash
85%
AAPL
3%
ADI
3%
CSCO
3%
CTAS
3%
HON
3%
06/01/2017
cash
91%
ADBE
3%
AMD
3%
TXN
3%
05/31/2017
cash
70%
AAPL
3%
ADBE
3%
CSCO
3%
GOOG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
ORLY
3%
PEP
3%
05/30/2017
cash
88%
AMGN
3%
FTNT
3%
QCOM
3%
TMUS
3%
05/26/2017
cash
88%
ADBE
3%
FTNT
3%
MELI
3%
MSTR
3%
05/24/2017
cash
88%
AAPL
3%
FTNT
3%
GILD
3%
QCOM
3%
05/23/2017
cash
82%
AMD
3%
GLD
3%
MSTR
3%
NVDA
3%
ORLY
3%
TSLA
3%
05/18/2017
cash
91%
CDNS
3%
MELI
3%
PANW
3%
05/17/2017
AAPL
2.94%
ADBE
2.94%
ADI
2.94%
ADP
2.94%
AMD
2.94%
AMZN
2.94%
AVGO
2.94%
BKNG
2.94%
CDNS
2.94%
CMCSA
2.94%
COST
2.94%
GILD
2.94%
GOOG
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LRCX
2.94%
MAR
2.94%
MELI
2.94%
META
2.94%
MSFT
2.94%
MSTR
2.94%
MU
2.94%
NFLX
2.94%
NVDA
2.94%
PANW
2.94%
QCOM
2.94%
QQQ
2.94%
SBUX
2.94%
TMUS
2.94%
TSLA
2.94%
TXN
2.94%
VRTX
2.94%
05/12/2017
cash
79%
CMCSA
3%
GILD
3%
INTC
3%
MSTR
3%
SBUX
3%
TMUS
3%
VRTX
3%
05/11/2017
cash
79%
BKNG
3%
CSCO
3%
FTNT
3%
KLAC
3%
PANW
3%
QCOM
3%
SBUX
3%
05/10/2017
cash
82%
ADP
3%
BKNG
3%
GILD
3%
GOOG
3%
LRCX
3%
PANW
3%
05/08/2017
cash
70%
AMAT
3%
AMD
3%
CTAS
3%
GILD
3%
GLD
3%
INTC
3%
ISRG
3%
LRCX
3%
QCOM
3%
SNPS
3%
05/04/2017
cash
85%
ADBE
3%
AMD
3%
CMCSA
3%
GLD
3%
TSLA
3%
05/03/2017
cash
82%
CTAS
3%
GILD
3%
GLD
3%
META
3%
PEP
3%
TMUS
3%
05/02/2017
cash
91%
ADI
3%
MSTR
3%
MU
3%
04/28/2017
cash
73%
AMAT
3%
AVGO
3%
FTNT
3%
INTC
3%
LRCX
3%
MAR
3%
MELI
3%
NVDA
3%
TMUS
3%
04/26/2017
cash
76%
ADBE
3%
CDNS
3%
CTAS
3%
FTNT
3%
INTU
3%
MDLZ
3%
PANW
3%
SNPS
3%
04/21/2017
cash
88%
ADI
3%
AMZN
3%
BKNG
3%
GILD
3%
04/18/2017
cash
88%
AMGN
3%
GILD
3%
KLAC
3%
PANW
3%
04/13/2017
cash
34%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
INTC
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
NVDA
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
04/12/2017
cash
73%
AVGO
3%
CTAS
3%
INTU
3%
MELI
3%
MU
3%
QQQ
3%
SBUX
3%
TSLA
3%
TXN
3%
04/11/2017
cash
88%
AAPL
3%
CMCSA
3%
GILD
3%
MDLZ
3%
04/10/2017
cash
79%
AAPL
3%
ADI
3%
MSFT
3%
MU
3%
NVDA
3%
SNPS
3%
VRTX
3%
04/07/2017
cash
70%
AAPL
3%
AMZN
3%
CTAS
3%
GOOG
3%
MAR
3%
META
3%
MSTR
3%
NFLX
3%
ORLY
3%
QCOM
3%
04/06/2017
cash
64%
AAPL
3%
AMD
3%
AMZN
3%
CTAS
3%
FTNT
3%
GOOG
3%
INTC
3%
ISRG
3%
META
3%
ORLY
3%
PEP
3%
SBUX
3%
04/05/2017
cash
43%
AAPL
3%
AVGO
3%
CMCSA
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
KLAC
3%
LRCX
3%
MAR
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
TSLA
3%
TXN
3%
04/04/2017
cash
79%
CDNS
3%
ISRG
3%
MAR
3%
MSTR
3%
NFLX
3%
PANW
3%
SNPS
3%
04/03/2017
cash
58%
ADBE
3%
ADI
3%
ADP
3%
BKNG
3%
COST
3%
CTAS
3%
GILD
3%
MSFT
3%
ORLY
3%
PANW
3%
QCOM
3%
TMUS
3%
TXN
3%
VRTX
3%
03/31/2017
cash
67%
AVGO
3%
BKNG
3%
HON
3%
KLAC
3%
MAR
3%
MDLZ
3%
MELI
3%
PANW
3%
PEP
3%
SHOP
3%
TXN
3%
03/30/2017
cash
91%
GLD
3%
INTU
3%
SHOP
3%
03/28/2017
cash
91%
CDNS
3%
INTU
3%
VRTX
3%
03/27/2017
cash
88%
INTU
3%
MDLZ
3%
ORLY
3%
QCOM
3%
03/24/2017
cash
88%
COST
3%
GOOG
3%
HON
3%
INTC
3%
03/23/2017
cash
67%
AAPL
3%
ADI
3%
AMGN
3%
AVGO
3%
BKNG
3%
GILD
3%
INTU
3%
ISRG
3%
MELI
3%
NFLX
3%
QQQ
3%
03/21/2017
cash
1%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
03/20/2017
cash
79%
ADP
3%
BKNG
3%
HON
3%
INTU
3%
MDLZ
3%
PANW
3%
TXN
3%
03/17/2017
cash
79%
AMD
3%
AMGN
3%
AVGO
3%
CMCSA
3%
INTU
3%
PANW
3%
QCOM
3%
03/14/2017
cash
67%
ADP
3%
AVGO
3%
CTAS
3%
GLD
3%
HON
3%
INTU
3%
MAR
3%
PANW
3%
SBUX
3%
SHOP
3%
SNPS
3%
03/10/2017
cash
85%
ADI
3%
COST
3%
MSTR
3%
SBUX
3%
TSLA
3%
03/09/2017
cash
67%
ADP
3%
CTAS
3%
FTNT
3%
GILD
3%
GLD
3%
HON
3%
INTU
3%
MSTR
3%
MU
3%
TMUS
3%
TSLA
3%
03/08/2017
cash
64%
AAPL
3%
ADBE
3%
ADP
3%
CMCSA
3%
CSCO
3%
GLD
3%
ISRG
3%
MDLZ
3%
MELI
3%
NFLX
3%
TMUS
3%
TSLA
3%
03/07/2017
cash
73%
ADP
3%
AMGN
3%
GILD
3%
GLD
3%
ISRG
3%
MAR
3%
MDLZ
3%
PANW
3%
PEP
3%
03/06/2017
cash
67%
BKNG
3%
GILD
3%
GLD
3%
INTC
3%
ISRG
3%
MSTR
3%
ORLY
3%
PANW
3%
PEP
3%
SHOP
3%
SNPS
3%
03/03/2017
cash
85%
AMD
3%
CMCSA
3%
FTNT
3%
NFLX
3%
PANW
3%
03/02/2017
cash
70%
CTAS
3%
FTNT
3%
LRCX
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
NFLX
3%
NVDA
3%
SNPS
3%
03/01/2017
cash
88%
INTC
3%
INTU
3%
PANW
3%
PEP
3%
02/28/2017
cash
70%
CDNS
3%
CTAS
3%
GOOG
3%
INTC
3%
MAR
3%
MSFT
3%
MSTR
3%
NFLX
3%
SHOP
3%
TXN
3%
02/27/2017
cash
82%
CMCSA
3%
GLD
3%
PEP
3%
SBUX
3%
SHOP
3%
TSLA
3%
02/23/2017
cash
61%
AAPL
3%
ADBE
3%
ADI
3%
AVGO
3%
BKNG
3%
CMCSA
3%
MAR
3%
MSTR
3%
MU
3%
NVDA
3%
ORLY
3%
PANW
3%
SHOP
3%
02/22/2017
cash
91%
GILD
3%
INTC
3%
MAR
3%
02/17/2017
cash
94%
CMCSA
3%
MDLZ
3%
02/16/2017
cash
79%
AMD
3%
CMCSA
3%
FTNT
3%
LRCX
3%
ORLY
3%
PANW
3%
TMUS
3%
02/14/2017
cash
88%
AMD
3%
LRCX
3%
MU
3%
NFLX
3%
02/09/2017
cash
82%
ADI
3%
AMD
3%
GILD
3%
GLD
3%
INTC
3%
TXN
3%
02/08/2017
cash
79%
CSCO
3%
CTAS
3%
MSTR
3%
MU
3%
QCOM
3%
SNPS
3%
TXN
3%
02/06/2017
cash
79%
AMZN
3%
CMCSA
3%
COST
3%
CTAS
3%
INTC
3%
MU
3%
TMUS
3%
02/02/2017
cash
79%
ADI
3%
CMCSA
3%
META
3%
MSTR
3%
QCOM
3%
SBUX
3%
TXN
3%
02/01/2017
cash
61%
COST
3%
CSCO
3%
CTAS
3%
INTC
3%
INTU
3%
MDLZ
3%
MSFT
3%
MSTR
3%
ORLY
3%
PEP
3%
QCOM
3%
SBUX
3%
TSLA
3%
01/31/2017
cash
76%
ADI
3%
AVGO
3%
BKNG
3%
GOOG
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
01/30/2017
cash
64%
AMAT
3%
CTAS
3%
GOOG
3%
INTC
3%
LRCX
3%
META
3%
ORLY
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
VRTX
3%
01/27/2017
cash
91%
MDLZ
3%
PEP
3%
TXN
3%
01/26/2017
cash
82%
ADBE
3%
AMAT
3%
CDNS
3%
GLD
3%
LRCX
3%
ORLY
3%
01/23/2017
cash
73%
ADP
3%
AMGN
3%
CDNS
3%
COST
3%
HON
3%
NFLX
3%
ORLY
3%
PANW
3%
SHOP
3%
01/20/2017
cash
91%
GILD
3%
META
3%
SBUX
3%
01/19/2017
cash
67%
ADI
3%
AMGN
3%
GILD
3%
GOOG
3%
INTC
3%
MDLZ
3%
MELI
3%
MSTR
3%
MU
3%
SBUX
3%
VRTX
3%
01/18/2017
cash
91%
ADP
3%
INTU
3%
TXN
3%
01/17/2017
cash
67%
ADP
3%
AMD
3%
AMGN
3%
CTAS
3%
FTNT
3%
GILD
3%
HON
3%
INTU
3%
KLAC
3%
TXN
3%
VRTX
3%
01/13/2017
cash
88%
GILD
3%
ISRG
3%
ORLY
3%
PEP
3%
01/12/2017
cash
85%
AMD
3%
FTNT
3%
MAR
3%
MELI
3%
MSFT
3%
01/11/2017
cash
91%
AMD
3%
CSCO
3%
PEP
3%
01/10/2017
cash
85%
ADP
3%
CTAS
3%
MDLZ
3%
NFLX
3%
PEP
3%
01/09/2017
cash
91%
ADP
3%
ORLY
3%
TMUS
3%
01/05/2017
cash
70%
ADI
3%
ADP
3%
AVGO
3%
CTAS
3%
INTC
3%
KLAC
3%
MAR
3%
MU
3%
NVDA
3%
TXN
3%
01/04/2017
cash
88%
ADI
3%
CSCO
3%
INTC
3%
ISRG
3%
01/03/2017
cash
88%
ADI
3%
AMAT
3%
NVDA
3%
SBUX
3%
12/30/2016
AAPL
2.7%
ADBE
2.7%
ADI
2.7%
ADP
2.7%
AMAT
2.7%
AMD
2.7%
AMGN
2.7%
AMZN
2.7%
AVGO
2.7%
BKNG
2.7%
CDNS
2.7%
CMCSA
2.7%
COST
2.7%
CSCO
2.7%
CTAS
2.7%
GILD
2.7%
GOOG
2.7%
INTC
2.7%
ISRG
2.7%
KLAC
2.7%
LRCX
2.7%
MAR
2.7%
MDLZ
2.7%
MELI
2.7%
META
2.7%
MSFT
2.7%
MSTR
2.7%
NFLX
2.7%
ORLY
2.7%
QCOM
2.7%
QQQ
2.7%
SBUX
2.7%
SNPS
2.7%
TMUS
2.7%
TSLA
2.7%
TXN
2.7%
VRTX
2.7%
12/29/2016
cash
70%
ADBE
3%
CMCSA
3%
GILD
3%
GOOG
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
QQQ
3%
TSLA
3%
12/28/2016
cash
16%
ADBE
3%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
ISRG
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
12/22/2016
cash
43%
AAPL
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
FTNT
3%
GILD
3%
HON
3%
INTU
3%
MAR
3%
META
3%
MSTR
3%
PANW
3%
QCOM
3%
SBUX
3%
SHOP
3%
SNPS
3%
VRTX
3%
12/21/2016
cash
73%
AMGN
3%
CSCO
3%
HON
3%
ISRG
3%
LRCX
3%
MAR
3%
MSTR
3%
PANW
3%
SBUX
3%
12/20/2016
cash
85%
AMGN
3%
GLD
3%
ISRG
3%
PANW
3%
PEP
3%
12/19/2016
cash
85%
AMGN
3%
MAR
3%
MELI
3%
META
3%
PANW
3%
12/16/2016
cash
40%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
BKNG
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TXN
3%
12/15/2016
cash
91%
BKNG
3%
GLD
3%
HON
3%
12/14/2016
cash
70%
ADI
3%
ADP
3%
AVGO
3%
CTAS
3%
FTNT
3%
GLD
3%
MSTR
3%
PEP
3%
QCOM
3%
SHOP
3%
12/12/2016
cash
79%
AMZN
3%
INTU
3%
MELI
3%
META
3%
NVDA
3%
PANW
3%
TMUS
3%
12/09/2016
cash
91%
GLD
3%
MELI
3%
ORLY
3%
12/06/2016
cash
91%
CSCO
3%
ISRG
3%
MDLZ
3%
12/05/2016
cash
88%
AAPL
3%
CMCSA
3%
MU
3%
TXN
3%
12/02/2016
cash
73%
AMZN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GILD
3%
HON
3%
PANW
3%
SBUX
3%
SHOP
3%
12/01/2016
cash
7%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GILD
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
11/30/2016
cash
55%
ADP
3%
AMGN
3%
AMZN
3%
COST
3%
CTAS
3%
GILD
3%
GLD
3%
INTU
3%
ISRG
3%
META
3%
NFLX
3%
NVDA
3%
ORLY
3%
PEP
3%
TMUS
3%
11/29/2016
cash
85%
CTAS
3%
INTC
3%
MU
3%
PANW
3%
QCOM
3%
11/28/2016
cash
61%
ADBE
3%
ADP
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
FTNT
3%
GILD
3%
ISRG
3%
MELI
3%
MSTR
3%
ORLY
3%
QCOM
3%
11/25/2016
cash
91%
GLD
3%
META
3%
NFLX
3%
11/23/2016
cash
70%
ADBE
3%
BKNG
3%
CDNS
3%
CSCO
3%
GLD
3%
GOOG
3%
MDLZ
3%
PANW
3%
PEP
3%
SNPS
3%
11/22/2016
cash
73%
ADBE
3%
AMD
3%
AMGN
3%
CSCO
3%
GILD
3%
ISRG
3%
PANW
3%
SHOP
3%
VRTX
3%
11/18/2016
cash
70%
AMGN
3%
COST
3%
GILD
3%
GLD
3%
HON
3%
MAR
3%
ORLY
3%
PEP
3%
TSLA
3%
VRTX
3%
11/16/2016
cash
88%
HON
3%
QCOM
3%
TMUS
3%
VRTX
3%
11/14/2016
cash
61%
AAPL
3%
ADBE
3%
AMGN
3%
AMZN
3%
GOOG
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
11/11/2016
cash
79%
ADBE
3%
BKNG
3%
GILD
3%
ISRG
3%
MELI
3%
NFLX
3%
VRTX
3%
11/10/2016
cash
31%
AAPL
3%
ADBE
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CSCO
3%
FTNT
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NFLX
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
TSLA
3%
11/04/2016
cash
46%
AAPL
3%
ADBE
3%
AMAT
3%
AMD
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
INTC
3%
INTU
3%
MDLZ
3%
MSFT
3%
NVDA
3%
PEP
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
11/03/2016
cash
22%
AAPL
3%
AMAT
3%
AMD
3%
AMGN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
LRCX
3%
META
3%
MSFT
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
11/02/2016
cash
73%
ADBE
3%
AMAT
3%
AMZN
3%
CDNS
3%
CSCO
3%
CTAS
3%
HON
3%
MSTR
3%
NFLX
3%
11/01/2016
cash
49%
AAPL
3%
ADBE
3%
AMGN
3%
CMCSA
3%
COST
3%
CSCO
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
NFLX
3%
NVDA
3%
PEP
3%
SNPS
3%
TSLA
3%
TXN
3%
10/31/2016
cash
91%
AMGN
3%
NFLX
3%
VRTX
3%
10/28/2016
cash
70%
AAPL
3%
AMAT
3%
AMZN
3%
AVGO
3%
COST
3%
INTC
3%
LRCX
3%
MELI
3%
NVDA
3%
TSLA
3%
10/27/2016
cash
25%
AAPL
3%
ADBE
3%
ADI
3%
AMD
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
LRCX
3%
MELI
3%
META
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SHOP
3%
SNPS
3%
TXN
3%
10/26/2016
cash
73%
ADBE
3%
BKNG
3%
FTNT
3%
INTC
3%
ISRG
3%
MAR
3%
MELI
3%
META
3%
SNPS
3%
10/25/2016
cash
79%
ADBE
3%
AVGO
3%
FTNT
3%
INTU
3%
QCOM
3%
SBUX
3%
SNPS
3%
10/21/2016
cash
79%
AMGN
3%
COST
3%
CTAS
3%
INTC
3%
ISRG
3%
MU
3%
PEP
3%
10/20/2016
cash
73%
AMZN
3%
CMCSA
3%
CSCO
3%
CTAS
3%
INTC
3%
MSTR
3%
ORLY
3%
PEP
3%
TSLA
3%
10/19/2016
cash
85%
AAPL
3%
AMGN
3%
CTAS
3%
INTC
3%
PEP
3%
10/17/2016
cash
82%
AMAT
3%
COST
3%
CTAS
3%
HON
3%
PANW
3%
TSLA
3%
10/14/2016
cash
85%
AMGN
3%
GLD
3%
MELI
3%
TSLA
3%
VRTX
3%
10/13/2016
cash
64%
ADI
3%
AVGO
3%
BKNG
3%
CSCO
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
NVDA
3%
PANW
3%
TXN
3%
10/12/2016
cash
64%
ADI
3%
AMGN
3%
AVGO
3%
BKNG
3%
CSCO
3%
GILD
3%
INTC
3%
KLAC
3%
MU
3%
QQQ
3%
TXN
3%
VRTX
3%
10/11/2016
cash
37%
ADBE
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
GILD
3%
HON
3%
ISRG
3%
LRCX
3%
MDLZ
3%
META
3%
MSTR
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
SNPS
3%
10/07/2016
cash
64%
AMD
3%
BKNG
3%
CTAS
3%
GILD
3%
INTU
3%
MDLZ
3%
NVDA
3%
ORLY
3%
PEP
3%
SNPS
3%
TMUS
3%
TSLA
3%
10/06/2016
cash
73%
CMCSA
3%
COST
3%
GILD
3%
NVDA
3%
PANW
3%
SBUX
3%
TMUS
3%
TSLA
3%
VRTX
3%
10/05/2016
cash
76%
AMD
3%
COST
3%
CTAS
3%
INTU
3%
MDLZ
3%
NVDA
3%
SBUX
3%
TMUS
3%
10/04/2016
cash
58%
AMAT
3%
AVGO
3%
CMCSA
3%
COST
3%
CSCO
3%
GILD
3%
GLD
3%
HON
3%
INTC
3%
MAR
3%
MELI
3%
QCOM
3%
SBUX
3%
SNPS
3%
10/03/2016
cash
64%
ADP
3%
AVGO
3%
CTAS
3%
GILD
3%
GOOG
3%
INTU
3%
ISRG
3%
MSTR
3%
ORLY
3%
PEP
3%
SNPS
3%
TXN
3%
09/30/2016
cash
37%
AAPL
3%
ADBE
3%
ADP
3%
COST
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
KLAC
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
ORLY
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
09/29/2016
cash
40%
AAPL
3%
ADBE
3%
ADP
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
KLAC
3%
MDLZ
3%
META
3%
MSFT
3%
MSTR
3%
ORLY
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
09/27/2016
cash
88%
FTNT
3%
MAR
3%
MSTR
3%
TSLA
3%
09/26/2016
cash
25%
ADI
3%
AMAT
3%
AMD
3%
AMZN
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QCOM
3%
QQQ
3%
SBUX
3%
TXN
3%
VRTX
3%
09/23/2016
cash
88%
AVGO
3%
KLAC
3%
MSFT
3%
SHOP
3%
09/20/2016
cash
73%
AVGO
3%
FTNT
3%
INTC
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NVDA
3%
TMUS
3%
09/19/2016
cash
76%
AAPL
3%
ADP
3%
LRCX
3%
MAR
3%
MSTR
3%
MU
3%
NFLX
3%
SBUX
3%
09/16/2016
cash
76%
ADP
3%
CDNS
3%
CSCO
3%
CTAS
3%
GLD
3%
MSTR
3%
ORLY
3%
SBUX
3%
09/14/2016
cash
76%
CDNS
3%
FTNT
3%
GILD
3%
KLAC
3%
MELI
3%
ORLY
3%
SNPS
3%
VRTX
3%
09/13/2016
cash
46%
ADBE
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CTAS
3%
GOOG
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MSTR
3%
PEP
3%
SHOP
3%
TMUS
3%
09/09/2016
AAPL
2.56%
ADBE
2.56%
ADI
2.56%
ADP
2.56%
AMAT
2.56%
AMGN
2.56%
AMZN
2.56%
BKNG
2.56%
CMCSA
2.56%
COST
2.56%
CSCO
2.56%
CTAS
2.56%
FTNT
2.56%
GILD
2.56%
GOOG
2.56%
HON
2.56%
INTC
2.56%
ISRG
2.56%
KLAC
2.56%
LRCX
2.56%
MAR
2.56%
MDLZ
2.56%
META
2.56%
MSFT
2.56%
MSTR
2.56%
MU
2.56%
NVDA
2.56%
ORLY
2.56%
PANW
2.56%
PEP
2.56%
QCOM
2.56%
QQQ
2.56%
SBUX
2.56%
SHOP
2.56%
SNPS
2.56%
TMUS
2.56%
TSLA
2.56%
TXN
2.56%
VRTX
2.56%
09/08/2016
cash
82%
ADBE
3%
COST
3%
FTNT
3%
GOOG
3%
HON
3%
SBUX
3%
09/07/2016
cash
85%
ADBE
3%
AMAT
3%
COST
3%
CTAS
3%
HON
3%
09/02/2016
cash
88%
AVGO
3%
GILD
3%
MAR
3%
TSLA
3%
09/01/2016
cash
88%
COST
3%
GILD
3%
MAR
3%
MDLZ
3%
08/31/2016
cash
61%
ADI
3%
AMD
3%
AMGN
3%
CMCSA
3%
GLD
3%
GOOG
3%
MAR
3%
MSFT
3%
MU
3%
NVDA
3%
PANW
3%
SBUX
3%
VRTX
3%
08/30/2016
cash
76%
AAPL
3%
BKNG
3%
GLD
3%
GOOG
3%
NVDA
3%
ORLY
3%
QQQ
3%
TMUS
3%
08/26/2016
cash
82%
AAPL
3%
COST
3%
GLD
3%
ISRG
3%
ORLY
3%
TMUS
3%
08/25/2016
cash
76%
AMGN
3%
CMCSA
3%
GLD
3%
INTC
3%
NVDA
3%
QQQ
3%
TXN
3%
VRTX
3%
08/24/2016
cash
37%
ADI
3%
ADP
3%
AMD
3%
AVGO
3%
GLD
3%
GOOG
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
QCOM
3%
QQQ
3%
SHOP
3%
TMUS
3%
TXN
3%
08/23/2016
cash
88%
CMCSA
3%
COST
3%
ORLY
3%
TXN
3%
08/22/2016
cash
82%
AAPL
3%
BKNG
3%
GOOG
3%
NFLX
3%
TSLA
3%
TXN
3%
08/19/2016
cash
79%
AMZN
3%
CMCSA
3%
GLD
3%
GOOG
3%
SBUX
3%
TMUS
3%
VRTX
3%
08/17/2016
cash
79%
ADBE
3%
AMD
3%
HON
3%
ISRG
3%
MELI
3%
NVDA
3%
TSLA
3%
08/16/2016
cash
49%
ADP
3%
AMGN
3%
AMZN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
GOOG
3%
HON
3%
INTU
3%
MDLZ
3%
META
3%
PEP
3%
QQQ
3%
SHOP
3%
TMUS
3%
TSLA
3%
TXN
3%
08/15/2016
cash
88%
BKNG
3%
MDLZ
3%
SHOP
3%
TMUS
3%
08/12/2016
cash
73%
CDNS
3%
FTNT
3%
GLD
3%
INTC
3%
INTU
3%
ISRG
3%
MELI
3%
ORLY
3%
TXN
3%
08/11/2016
cash
82%
AAPL
3%
FTNT
3%
GLD
3%
KLAC
3%
TMUS
3%
TSLA
3%
08/10/2016
cash
67%
AMAT
3%
AMGN
3%
CSCO
3%
FTNT
3%
GILD
3%
ISRG
3%
MELI
3%
MU
3%
QCOM
3%
TSLA
3%
TXN
3%
08/09/2016
cash
76%
AMGN
3%
CMCSA
3%
FTNT
3%
GILD
3%
MAR
3%
NFLX
3%
ORLY
3%
SBUX
3%
08/08/2016
cash
82%
CTAS
3%
FTNT
3%
GLD
3%
ORLY
3%
PANW
3%
TSLA
3%
08/04/2016
cash
88%
FTNT
3%
MDLZ
3%
MSTR
3%
SBUX
3%
08/03/2016
cash
88%
AMGN
3%
INTC
3%
PEP
3%
SBUX
3%
08/02/2016
cash
52%
ADBE
3%
ADP
3%
AMAT
3%
AMD
3%
GILD
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSTR
3%
NVDA
3%
QCOM
3%
QQQ
3%
TXN
3%
07/29/2016
cash
67%
ADI
3%
AMAT
3%
AVGO
3%
CMCSA
3%
FTNT
3%
GILD
3%
INTU
3%
KLAC
3%
LRCX
3%
MDLZ
3%
TXN
3%
07/28/2016
cash
82%
AMAT
3%
CDNS
3%
CSCO
3%
INTU
3%
MU
3%
TXN
3%
07/27/2016
cash
70%
CDNS
3%
COST
3%
CSCO
3%
INTC
3%
INTU
3%
ISRG
3%
MSFT
3%
PEP
3%
SBUX
3%
SNPS
3%
07/21/2016
cash
61%
ADBE
3%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
INTU
3%
KLAC
3%
LRCX
3%
MSTR
3%
MU
3%
NVDA
3%
PANW
3%
SNPS
3%
07/19/2016
cash
82%
AVGO
3%
BKNG
3%
FTNT
3%
GILD
3%
NFLX
3%
VRTX
3%
07/18/2016
cash
91%
HON
3%
PEP
3%
SNPS
3%
07/15/2016
cash
79%
BKNG
3%
CDNS
3%
MDLZ
3%
MELI
3%
META
3%
SNPS
3%
TSLA
3%
07/14/2016
cash
85%
AMZN
3%
GILD
3%
LRCX
3%
MELI
3%
SNPS
3%
07/13/2016
cash
61%
AAPL
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CTAS
3%
GILD
3%
ISRG
3%
MAR
3%
META
3%
SBUX
3%
VRTX
3%
07/11/2016
cash
91%
GLD
3%
ISRG
3%
NFLX
3%
07/05/2016
cash
67%
AAPL
3%
ADBE
3%
AMD
3%
COST
3%
CSCO
3%
HON
3%
KLAC
3%
LRCX
3%
MU
3%
QCOM
3%
TXN
3%
07/01/2016
cash
85%
AMD
3%
COST
3%
NVDA
3%
PANW
3%
TMUS
3%
06/27/2016
AAPL
2.86%
ADBE
2.86%
ADP
2.86%
AMAT
2.86%
AMD
2.86%
AMGN
2.86%
AMZN
2.86%
AVGO
2.86%
BKNG
2.86%
CDNS
2.86%
COST
2.86%
CSCO
2.86%
CTAS
2.86%
GILD
2.86%
GOOG
2.86%
HON
2.86%
INTC
2.86%
INTU
2.86%
ISRG
2.86%
LRCX
2.86%
MAR
2.86%
MDLZ
2.86%
MELI
2.86%
META
2.86%
MSFT
2.86%
NFLX
2.86%
NVDA
2.86%
PANW
2.86%
QCOM
2.86%
QQQ
2.86%
SBUX
2.86%
SHOP
2.86%
SNPS
2.86%
TXN
2.86%
VRTX
2.86%
06/24/2016
cash
76%
CMCSA
3%
CTAS
3%
META
3%
NFLX
3%
NVDA
3%
PANW
3%
PEP
3%
TSLA
3%
06/22/2016
cash
82%
AVGO
3%
CSCO
3%
FTNT
3%
NVDA
3%
PANW
3%
PEP
3%
06/21/2016
cash
82%
AMGN
3%
AVGO
3%
CSCO
3%
GILD
3%
PANW
3%
VRTX
3%
06/17/2016
cash
49%
AAPL
3%
ADI
3%
AMAT
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
GILD
3%
GOOG
3%
INTU
3%
META
3%
MSTR
3%
NVDA
3%
PANW
3%
QQQ
3%
TSLA
3%
06/15/2016
cash
70%
AAPL
3%
AMGN
3%
AMZN
3%
AVGO
3%
CMCSA
3%
CSCO
3%
GILD
3%
INTC
3%
MDLZ
3%
TMUS
3%
06/14/2016
cash
82%
AVGO
3%
BKNG
3%
MAR
3%
PANW
3%
QCOM
3%
TSLA
3%
06/13/2016
cash
28%
AAPL
3%
ADBE
3%
AMGN
3%
AVGO
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
KLAC
3%
MAR
3%
MELI
3%
META
3%
MU
3%
ORLY
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
TSLA
3%
TXN
3%
VRTX
3%
06/10/2016
cash
55%
AAPL
3%
ADBE
3%
AMD
3%
AVGO
3%
CTAS
3%
FTNT
3%
GOOG
3%
META
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
TMUS
3%
06/07/2016
cash
91%
ADP
3%
META
3%
PANW
3%
06/06/2016
cash
82%
ADI
3%
AMAT
3%
GOOG
3%
KLAC
3%
LRCX
3%
NVDA
3%
06/03/2016
cash
73%
ADBE
3%
ADP
3%
AMD
3%
GOOG
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
SHOP
3%
06/02/2016
cash
88%
AAPL
3%
AMD
3%
SBUX
3%
SHOP
3%
05/31/2016
cash
79%
BKNG
3%
CDNS
3%
HON
3%
ORLY
3%
PEP
3%
QCOM
3%
SBUX
3%
05/23/2016
cash
91%
BKNG
3%
META
3%
MSFT
3%
05/19/2016
cash
64%
ADBE
3%
AMD
3%
AMGN
3%
BKNG
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
MAR
3%
META
3%
MSFT
3%
TXN
3%
05/18/2016
cash
88%
CMCSA
3%
COST
3%
GLD
3%
PEP
3%
05/17/2016
cash
61%
ADBE
3%
ADP
3%
AMZN
3%
CDNS
3%
COST
3%
CTAS
3%
INTC
3%
INTU
3%
MDLZ
3%
META
3%
QQQ
3%
TSLA
3%
TXN
3%
05/16/2016
cash
91%
KLAC
3%
LRCX
3%
SHOP
3%
05/13/2016
cash
46%
ADP
3%
AMGN
3%
AVGO
3%
CMCSA
3%
COST
3%
GOOG
3%
HON
3%
KLAC
3%
MAR
3%
MDLZ
3%
MELI
3%
MSFT
3%
MSTR
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
VRTX
3%
05/12/2016
cash
61%
AAPL
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
COST
3%
GILD
3%
INTC
3%
KLAC
3%
MAR
3%
MU
3%
NFLX
3%
PANW
3%
05/11/2016
cash
85%
ADP
3%
GILD
3%
MDLZ
3%
META
3%
PEP
3%
05/06/2016
cash
88%
AAPL
3%
COST
3%
GILD
3%
PANW
3%
05/05/2016
cash
76%
ADP
3%
BKNG
3%
CDNS
3%
CSCO
3%
NFLX
3%
ORLY
3%
SNPS
3%
TSLA
3%
05/04/2016
cash
64%
ADBE
3%
AMAT
3%
AMGN
3%
AVGO
3%
GLD
3%
HON
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
TMUS
3%
VRTX
3%
05/03/2016
cash
79%
AVGO
3%
GILD
3%
GOOG
3%
ISRG
3%
KLAC
3%
LRCX
3%
SBUX
3%
04/29/2016
cash
52%
AAPL
3%
ADP
3%
AMGN
3%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
INTC
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
ORLY
3%
QQQ
3%
SNPS
3%
TXN
3%
04/28/2016
cash
58%
AAPL
3%
ADBE
3%
BKNG
3%
FTNT
3%
HON
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
NFLX
3%
PANW
3%
QQQ
3%
SBUX
3%
04/26/2016
cash
91%
GOOG
3%
META
3%
NFLX
3%
04/25/2016
cash
85%
AMAT
3%
HON
3%
LRCX
3%
MELI
3%
NFLX
3%
04/22/2016
cash
67%
ADBE
3%
ADI
3%
AMZN
3%
COST
3%
CSCO
3%
GLD
3%
LRCX
3%
META
3%
MSFT
3%
NVDA
3%
QQQ
3%
04/21/2016
cash
64%
AMAT
3%
AVGO
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
INTU
3%
MDLZ
3%
MELI
3%
NFLX
3%
PEP
3%
04/19/2016
cash
88%
AAPL
3%
ADI
3%
AVGO
3%
TSLA
3%
04/15/2016
cash
91%
AMD
3%
CSCO
3%
VRTX
3%
04/12/2016
cash
79%
CDNS
3%
FTNT
3%
MU
3%
PANW
3%
SBUX
3%
TSLA
3%
VRTX
3%
04/11/2016
cash
49%
ADBE
3%
ADP
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
GOOG
3%
INTU
3%
META
3%
MSFT
3%
MU
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
VRTX
3%
04/08/2016
cash
91%
BKNG
3%
TSLA
3%
VRTX
3%
04/07/2016
cash
19%
AAPL
3%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CSCO
3%
FTNT
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
LRCX
3%
MSFT
3%
MSTR
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TXN
3%
VRTX
3%
04/05/2016
cash
58%
AMAT
3%
AMZN
3%
CSCO
3%
GOOG
3%
INTU
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
ORLY
3%
PANW
3%
QCOM
3%
QQQ
3%
04/04/2016
cash
85%
BKNG
3%
CTAS
3%
GLD
3%
MAR
3%
META
3%
03/31/2016
cash
91%
BKNG
3%
META
3%
ORLY
3%
03/28/2016
cash
82%
AAPL
3%
BKNG
3%
GOOG
3%
MSFT
3%
QCOM
3%
VRTX
3%
03/24/2016
cash
88%
GLD
3%
HON
3%
MAR
3%
MDLZ
3%
03/23/2016
cash
46%
AMAT
3%
BKNG
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
INTC
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MSTR
3%
PANW
3%
QQQ
3%
SHOP
3%
TSLA
3%
TXN
3%
03/22/2016
cash
88%
COST
3%
MDLZ
3%
PEP
3%
SHOP
3%
03/15/2016
cash
76%
AMD
3%
FTNT
3%
GILD
3%
MELI
3%
MSTR
3%
MU
3%
PANW
3%
SHOP
3%
03/10/2016
cash
88%
INTU
3%
SHOP
3%
TSLA
3%
VRTX
3%
03/09/2016
cash
85%
ADI
3%
AMGN
3%
GLD
3%
QCOM
3%
SBUX
3%
03/08/2016
cash
37%
AAPL
3%
ADBE
3%
ADI
3%
AMAT
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
FTNT
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MU
3%
NVDA
3%
QCOM
3%
QQQ
3%
SBUX
3%
TXN
3%
03/07/2016
cash
76%
ADBE
3%
AMZN
3%
COST
3%
GOOG
3%
META
3%
MSFT
3%
ORLY
3%
SBUX
3%
03/04/2016
cash
82%
ADBE
3%
FTNT
3%
GILD
3%
LRCX
3%
ORLY
3%
VRTX
3%
02/29/2016
cash
46%
ADBE
3%
ADP
3%
AMGN
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
MDLZ
3%
MSFT
3%
NVDA
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
TMUS
3%
VRTX
3%
02/26/2016
cash
85%
GLD
3%
INTU
3%
MELI
3%
MSFT
3%
PEP
3%
02/23/2016
cash
55%
AAPL
3%
ADI
3%
ADP
3%
AMGN
3%
CMCSA
3%
CSCO
3%
HON
3%
INTC
3%
KLAC
3%
LRCX
3%
MSFT
3%
MU
3%
NFLX
3%
QQQ
3%
SNPS
3%
02/22/2016
cash
91%
GLD
3%
HON
3%
MU
3%
02/19/2016
cash
76%
AAPL
3%
GILD
3%
INTC
3%
MSFT
3%
MU
3%
NFLX
3%
TMUS
3%
TXN
3%
02/18/2016
cash
67%
AAPL
3%
AVGO
3%
CMCSA
3%
COST
3%
GILD
3%
KLAC
3%
LRCX
3%
MAR
3%
MSTR
3%
PANW
3%
SHOP
3%
02/11/2016
cash
67%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
COST
3%
CTAS
3%
HON
3%
KLAC
3%
LRCX
3%
MU
3%
VRTX
3%
02/10/2016
cash
88%
AMD
3%
CMCSA
3%
INTC
3%
QCOM
3%
02/09/2016
cash
70%
ADBE
3%
AMD
3%
AMZN
3%
INTU
3%
LRCX
3%
MU
3%
QQQ
3%
SNPS
3%
TMUS
3%
VRTX
3%
02/08/2016
cash
22%
ADBE
3%
ADI
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CTAS
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
NVDA
3%
PANW
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
VRTX
3%
02/05/2016
cash
64%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMGN
3%
BKNG
3%
GILD
3%
INTC
3%
META
3%
NFLX
3%
SBUX
3%
TXN
3%
02/04/2016
cash
88%
COST
3%
MDLZ
3%
MSTR
3%
PEP
3%
02/03/2016
cash
70%
AVGO
3%
BKNG
3%
COST
3%
FTNT
3%
INTC
3%
MSFT
3%
ORLY
3%
TMUS
3%
TSLA
3%
TXN
3%
02/02/2016
cash
52%
AAPL
3%
AMD
3%
AMZN
3%
CSCO
3%
HON
3%
INTU
3%
KLAC
3%
MAR
3%
MELI
3%
NVDA
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
TXN
3%
01/28/2016
cash
76%
AMAT
3%
AMD
3%
GLD
3%
ISRG
3%
MAR
3%
MU
3%
PANW
3%
QCOM
3%
01/27/2016
cash
46%
AAPL
3%
ADBE
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
INTU
3%
ISRG
3%
META
3%
MU
3%
NFLX
3%
PEP
3%
QQQ
3%
SBUX
3%
SHOP
3%
TMUS
3%
TSLA
3%
01/26/2016
cash
88%
COST
3%
ISRG
3%
MELI
3%
TSLA
3%
01/25/2016
cash
79%
ADBE
3%
CDNS
3%
COST
3%
HON
3%
INTU
3%
MDLZ
3%
MU
3%
01/20/2016
cash
79%
AMD
3%
CSCO
3%
CTAS
3%
INTC
3%
MU
3%
PEP
3%
TSLA
3%
01/19/2016
cash
67%
CDNS
3%
CTAS
3%
FTNT
3%
GILD
3%
INTU
3%
KLAC
3%
MAR
3%
MSFT
3%
MSTR
3%
PANW
3%
VRTX
3%
01/15/2016
cash
64%
AAPL
3%
AMZN
3%
AVGO
3%
CMCSA
3%
COST
3%
CSCO
3%
GOOG
3%
MDLZ
3%
ORLY
3%
PEP
3%
QCOM
3%
QQQ
3%
01/13/2016
cash
28%
AAPL
3%
ADP
3%
AMAT
3%
AMGN
3%
AMZN
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
GILD
3%
INTU
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MSFT
3%
ORLY
3%
PANW
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TSLA
3%
VRTX
3%
01/11/2016
cash
79%
AMAT
3%
AMGN
3%
FTNT
3%
MELI
3%
SHOP
3%
SNPS
3%
TSLA
3%
01/08/2016
cash
1%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MELI
3%
META
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
01/07/2016
cash
52%
AAPL
3%
ADI
3%
ADP
3%
AVGO
3%
CMCSA
3%
GILD
3%
HON
3%
ISRG
3%
MAR
3%
MELI
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SHOP
3%
SNPS
3%
01/06/2016
cash
79%
AAPL
3%
ADI
3%
AVGO
3%
BKNG
3%
CDNS
3%
FTNT
3%
PANW
3%
01/04/2016
cash
70%
ADBE
3%
CDNS
3%
CMCSA
3%
CTAS
3%
GILD
3%
MAR
3%
NVDA
3%
PANW
3%
PEP
3%
SNPS
3%
12/31/2015
cash
73%
AAPL
3%
AMD
3%
CDNS
3%
COST
3%
MAR
3%
PANW
3%
QCOM
3%
SNPS
3%
TMUS
3%
12/28/2015
cash
88%
AAPL
3%
GILD
3%
GLD
3%
PANW
3%
12/21/2015
cash
91%
BKNG
3%
CDNS
3%
NFLX
3%
12/18/2015
AAPL
2.94%
ADBE
2.94%
ADI
2.94%
ADP
2.94%
AMD
2.94%
AMGN
2.94%
AMZN
2.94%
CMCSA
2.94%
COST
2.94%
CSCO
2.94%
GILD
2.94%
GOOG
2.94%
HON
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LRCX
2.94%
MAR
2.94%
MDLZ
2.94%
MELI
2.94%
META
2.94%
MSFT
2.94%
NFLX
2.94%
NVDA
2.94%
ORLY
2.94%
PANW
2.94%
PEP
2.94%
QCOM
2.94%
QQQ
2.94%
SBUX
2.94%
SNPS
2.94%
TMUS
2.94%
TXN
2.94%
12/17/2015
cash
61%
ADI
3%
AMAT
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CSCO
3%
GILD
3%
GLD
3%
MAR
3%
MELI
3%
MSTR
3%
QCOM
3%
SBUX
3%
12/14/2015
cash
70%
AMAT
3%
AMD
3%
AVGO
3%
CMCSA
3%
GLD
3%
KLAC
3%
LRCX
3%
MU
3%
QCOM
3%
VRTX
3%
12/11/2015
cash
4%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
BKNG
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
NVDA
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
TXN
3%
12/10/2015
cash
88%
AMAT
3%
INTU
3%
PEP
3%
QCOM
3%
12/09/2015
cash
70%
AAPL
3%
AMGN
3%
CMCSA
3%
GILD
3%
INTU
3%
META
3%
MU
3%
PANW
3%
QCOM
3%
SNPS
3%
12/07/2015
cash
88%
FTNT
3%
MAR
3%
SNPS
3%
VRTX
3%
12/03/2015
cash
7%
AAPL
3%
ADBE
3%
ADP
3%
AMD
3%
AMGN
3%
AMZN
3%
CDNS
3%
CMCSA
3%
CSCO
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
ORLY
3%
PANW
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
12/02/2015
cash
82%
COST
3%
GLD
3%
HON
3%
PEP
3%
TSLA
3%
TXN
3%
11/30/2015
cash
52%
ADBE
3%
ADP
3%
AMGN
3%
AMZN
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
GOOG
3%
MDLZ
3%
MELI
3%
META
3%
PEP
3%
SBUX
3%
SHOP
3%
TMUS
3%
11/27/2015
cash
91%
GLD
3%
QCOM
3%
TMUS
3%
11/25/2015
cash
82%
ADP
3%
CMCSA
3%
MSFT
3%
SHOP
3%
TMUS
3%
TXN
3%
11/24/2015
cash
85%
BKNG
3%
COST
3%
HON
3%
MAR
3%
SHOP
3%
11/23/2015
cash
85%
AAPL
3%
BKNG
3%
CMCSA
3%
LRCX
3%
ORLY
3%
11/17/2015
cash
91%
GLD
3%
MSFT
3%
SHOP
3%
11/13/2015
cash
7%
AAPL
3%
ADBE
3%
ADP
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSFT
3%
MSTR
3%
NFLX
3%
NVDA
3%
ORLY
3%
PEP
3%
QQQ
3%
SBUX
3%
SNPS
3%
TSLA
3%
TXN
3%
11/12/2015
cash
61%
AMD
3%
AMGN
3%
GILD
3%
HON
3%
INTC
3%
KLAC
3%
LRCX
3%
MDLZ
3%
MSFT
3%
PEP
3%
SBUX
3%
TXN
3%
VRTX
3%
11/11/2015
cash
88%
FTNT
3%
GLD
3%
INTC
3%
NVDA
3%
11/10/2015
cash
82%
ADI
3%
AMD
3%
AVGO
3%
MSFT
3%
PANW
3%
TMUS
3%
11/09/2015
cash
55%
ADBE
3%
ADP
3%
BKNG
3%
COST
3%
FTNT
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
MDLZ
3%
MSTR
3%
NFLX
3%
PEP
3%
SBUX
3%
SHOP
3%
11/05/2015
cash
88%
AVGO
3%
CTAS
3%
FTNT
3%
PANW
3%
11/04/2015
cash
85%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
SBUX
3%
11/03/2015
cash
91%
CSCO
3%
ORLY
3%
PEP
3%
10/30/2015
cash
73%
ADP
3%
AMD
3%
AMGN
3%
CSCO
3%
GLD
3%
INTC
3%
INTU
3%
META
3%
MSFT
3%
10/29/2015
cash
61%
ADI
3%
AMD
3%
AVGO
3%
CDNS
3%
CTAS
3%
FTNT
3%
GLD
3%
INTC
3%
MELI
3%
MU
3%
NVDA
3%
PANW
3%
TXN
3%
10/27/2015
cash
76%
ADBE
3%
FTNT
3%
GOOG
3%
HON
3%
MELI
3%
MSTR
3%
SNPS
3%
TSLA
3%
10/26/2015
cash
88%
ADI
3%
AVGO
3%
PANW
3%
QCOM
3%
10/23/2015
cash
91%
FTNT
3%
PANW
3%
TSLA
3%
10/21/2015
cash
58%
ADBE
3%
CMCSA
3%
CTAS
3%
GLD
3%
MAR
3%
MDLZ
3%
MELI
3%
NFLX
3%
NVDA
3%
PANW
3%
QQQ
3%
SNPS
3%
TMUS
3%
TSLA
3%
10/20/2015
cash
76%
AMGN
3%
CDNS
3%
GILD
3%
META
3%
NFLX
3%
PANW
3%
SHOP
3%
VRTX
3%
10/19/2015
cash
79%
AVGO
3%
CDNS
3%
GLD
3%
MAR
3%
PANW
3%
QCOM
3%
SHOP
3%
10/14/2015
cash
58%
AAPL
3%
BKNG
3%
CDNS
3%
CMCSA
3%
COST
3%
INTU
3%
MAR
3%
MELI
3%
MSTR
3%
ORLY
3%
PANW
3%
PEP
3%
SBUX
3%
TMUS
3%
10/13/2015
cash
43%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
FTNT
3%
GILD
3%
INTU
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
PANW
3%
PEP
3%
SHOP
3%
SNPS
3%
TXN
3%
VRTX
3%
10/12/2015
cash
85%
GILD
3%
ISRG
3%
MELI
3%
PANW
3%
TSLA
3%
10/08/2015
cash
82%
AAPL
3%
AMZN
3%
GLD
3%
PANW
3%
TMUS
3%
TSLA
3%
10/06/2015
cash
88%
AVGO
3%
CTAS
3%
ISRG
3%
VRTX
3%
10/01/2015
cash
91%
CSCO
3%
GLD
3%
TSLA
3%
09/29/2015
cash
40%
AAPL
3%
ADBE
3%
AMZN
3%
AVGO
3%
CDNS
3%
CTAS
3%
FTNT
3%
ISRG
3%
MAR
3%
MDLZ
3%
MELI
3%
META
3%
MSTR
3%
NFLX
3%
ORLY
3%
PANW
3%
QQQ
3%
SBUX
3%
TMUS
3%
TSLA
3%
09/28/2015
cash
4%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
AMZN
3%
AVGO
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
HON
3%
INTU
3%
ISRG
3%
LRCX
3%
MAR
3%
MELI
3%
META
3%
MSFT
3%
NFLX
3%
ORLY
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
TSLA
3%
VRTX
3%
09/25/2015
cash
91%
MU
3%
QQQ
3%
SNPS
3%
09/24/2015
cash
82%
ADBE
3%
ADI
3%
CMCSA
3%
HON
3%
MSTR
3%
SNPS
3%
09/23/2015
cash
58%
AMAT
3%
AMZN
3%
BKNG
3%
GILD
3%
HON
3%
ISRG
3%
KLAC
3%
LRCX
3%
MAR
3%
MELI
3%
MU
3%
NFLX
3%
PANW
3%
QCOM
3%
09/22/2015
cash
58%
AMGN
3%
AMZN
3%
AVGO
3%
GLD
3%
HON
3%
INTC
3%
ISRG
3%
MAR
3%
NFLX
3%
NVDA
3%
ORLY
3%
PEP
3%
QQQ
3%
TSLA
3%
09/21/2015
cash
82%
AMD
3%
AMGN
3%
GILD
3%
ISRG
3%
KLAC
3%
MELI
3%
09/18/2015
cash
55%
AVGO
3%
CDNS
3%
CMCSA
3%
COST
3%
FTNT
3%
GOOG
3%
INTC
3%
INTU
3%
KLAC
3%
MELI
3%
MSTR
3%
ORLY
3%
QCOM
3%
SBUX
3%
SNPS
3%
09/17/2015
cash
82%
AAPL
3%
ADI
3%
AVGO
3%
INTU
3%
LRCX
3%
SNPS
3%
09/14/2015
cash
88%
AMZN
3%
CSCO
3%
MSFT
3%
QCOM
3%
09/11/2015
cash
79%
CDNS
3%
CMCSA
3%
CSCO
3%
MELI
3%
MU
3%
NFLX
3%
QCOM
3%
09/09/2015
cash
49%
AAPL
3%
ADBE
3%
AMAT
3%
AMGN
3%
CSCO
3%
GLD
3%
LRCX
3%
MAR
3%
MDLZ
3%
MELI
3%
MSFT
3%
NVDA
3%
PEP
3%
QCOM
3%
SBUX
3%
SNPS
3%
TXN
3%
09/04/2015
AAPL
2.94%
ADBE
2.94%
ADI
2.94%
ADP
2.94%
AMAT
2.94%
AMGN
2.94%
AMZN
2.94%
AVGO
2.94%
CMCSA
2.94%
COST
2.94%
CSCO
2.94%
CTAS
2.94%
GLD
2.94%
GOOG
2.94%
HON
2.94%
INTC
2.94%
INTU
2.94%
ISRG
2.94%
KLAC
2.94%
LRCX
2.94%
MAR
2.94%
MDLZ
2.94%
MELI
2.94%
MSFT
2.94%
MSTR
2.94%
NFLX
2.94%
NVDA
2.94%
ORLY
2.94%
PEP
2.94%
QCOM
2.94%
QQQ
2.94%
SBUX
2.94%
TSLA
2.94%
TXN
2.94%
09/03/2015
cash
85%
AMGN
3%
GILD
3%
GLD
3%
META
3%
NFLX
3%
09/01/2015
cash
49%
AAPL
3%
ADI
3%
AMD
3%
AMGN
3%
AVGO
3%
CMCSA
3%
FTNT
3%
INTU
3%
ISRG
3%
MAR
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
TSLA
3%
TXN
3%
VRTX
3%
08/31/2015
cash
91%
AMGN
3%
ISRG
3%
MSTR
3%
08/25/2015
cash
37%
ADI
3%
ADP
3%
AMAT
3%
AMD
3%
AMGN
3%
CDNS
3%
CMCSA
3%
CSCO
3%
GOOG
3%
HON
3%
INTC
3%
INTU
3%
KLAC
3%
MDLZ
3%
MELI
3%
MSFT
3%
NVDA
3%
QCOM
3%
SNPS
3%
TMUS
3%
TXN
3%
08/24/2015
AAPL
2.78%
ADBE
2.78%
ADI
2.78%
AMAT
2.78%
AMGN
2.78%
AMZN
2.78%
BKNG
2.78%
CDNS
2.78%
CMCSA
2.78%
COST
2.78%
CTAS
2.78%
FTNT
2.78%
GILD
2.78%
GLD
2.78%
GOOG
2.78%
HON
2.78%
INTU
2.78%
ISRG
2.78%
LRCX
2.78%
MAR
2.78%
MDLZ
2.78%
META
2.78%
MSFT
2.78%
MSTR
2.78%
NFLX
2.78%
NVDA
2.78%
ORLY
2.78%
PANW
2.78%
QCOM
2.78%
QQQ
2.78%
SBUX
2.78%
SNPS
2.78%
TMUS
2.78%
TSLA
2.78%
TXN
2.78%
VRTX
2.78%
08/21/2015
cash
7%
AAPL
3%
ADBE
3%
ADP
3%
AMAT
3%
AMGN
3%
BKNG
3%
CDNS
3%
CMCSA
3%
CTAS
3%
FTNT
3%
GILD
3%
GOOG
3%
INTC
3%
KLAC
3%
LRCX
3%
MAR
3%
MDLZ
3%
META
3%
MSTR
3%
MU
3%
NFLX
3%
NVDA
3%
PANW
3%
PEP
3%
QCOM
3%
QQQ
3%
SBUX
3%
SNPS
3%
TMUS
3%
TXN
3%
VRTX
3%
08/20/2015
cash
91%
MELI
3%
MSTR
3%
PANW
3%
08/18/2015
cash
70%
AMAT
3%
AMGN
3%
AVGO
3%
BKNG
3%
KLAC
3%
LRCX
3%
NVDA
3%
PANW
3%
QCOM
3%
TXN
3%
08/14/2015
cash
88%
AMAT
3%
AVGO
3%
CMCSA
3%
MU
3%
08/13/2015
cash
85%
GOOG
3%
INTC
3%
KLAC
3%
MELI
3%
QCOM
3%
08/12/2015
cash
91%
BKNG
3%
FTNT
3%
NFLX
3%
08/11/2015
cash
43%
AAPL
3%
ADI
3%
AMD
3%
AMGN
3%
CMCSA
3%
FTNT
3%
INTC
3%
KLAC
3%
LRCX
3%
MDLZ
3%
META
3%
MSFT
3%
MU
3%
PANW
3%
QCOM
3%
QQQ
3%
SNPS
3%
TSLA
3%
TXN
3%
08/10/2015
cash
91%
AMGN
3%
META
3%
SBUX
3%
08/07/2015
cash
79%
BKNG
3%
COST
3%
GOOG
3%
MDLZ
3%
META
3%
MU
3%
TSLA
3%
08/06/2015
cash
46%
ADBE
3%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
CMCSA
3%
FTNT
3%
ISRG
3%
KLAC
3%
LRCX
3%
MELI
3%
META
3%
MSTR
3%
ORLY
3%
PANW
3%
QQQ
3%
SNPS
3%
TMUS
3%
08/05/2015
cash
91%
GLD
3%
MAR
3%
TMUS
3%
08/04/2015
cash
76%
AAPL
3%
AMAT
3%
AMGN
3%
COST
3%
CSCO
3%
KLAC
3%
LRCX
3%
QCOM
3%
08/03/2015
cash
88%
AMAT
3%
GLD
3%
ISRG
3%
MSTR
3%
07/31/2015
cash
79%
ADI
3%
AMAT
3%
AVGO
3%
GOOG
3%
ISRG
3%
META
3%
MU
3%
07/30/2015
cash
88%
GLD
3%
MAR
3%
MELI
3%
ORLY
3%
07/27/2015
cash
43%
ADBE
3%
ADI
3%
AMD
3%
AVGO
3%
BKNG
3%
CMCSA
3%
COST
3%
CTAS
3%
FTNT
3%
HON
3%
INTU
3%
MELI
3%
MSFT
3%
NFLX
3%
PANW
3%
PEP
3%
QQQ
3%
SNPS
3%
TSLA
3%
07/24/2015
cash
61%
ADI
3%
ADP
3%
AMAT
3%
AMGN
3%
COST
3%
HON
3%
INTC
3%
KLAC
3%
MDLZ
3%
MELI
3%
NVDA
3%
PEP
3%
TMUS
3%
07/23/2015
cash
85%
ADBE
3%
GLD
3%
MAR
3%
META
3%
QCOM
3%
07/22/2015
cash
64%
ADBE
3%
ADI
3%
AMAT
3%
AVGO
3%
CSCO
3%
FTNT
3%
GLD
3%
META
3%
MSFT
3%
MU
3%
NVDA
3%
QQQ
3%
07/21/2015
cash
64%
ADBE
3%
ADP
3%
CSCO
3%
CTAS
3%
GLD
3%
INTC
3%
INTU
3%
KLAC
3%
MAR
3%
MELI
3%
MSTR
3%
SNPS
3%
07/20/2015
cash
85%
GLD
3%
INTC
3%
INTU
3%
NFLX
3%
NVDA
3%
07/17/2015
cash
82%
AMAT
3%
AMD
3%
CTAS
3%
INTU
3%
KLAC
3%
TMUS
3%
07/09/2015
cash
58%
AAPL
3%
ADI
3%
AMAT
3%
AMGN
3%
AVGO
3%
CSCO
3%
INTC
3%
KLAC
3%
MDLZ
3%
MU
3%
NVDA
3%
QQQ
3%
TXN
3%
VRTX
3%
07/08/2015
cash
43%
ADP
3%
AMAT
3%
AMGN
3%
AVGO
3%
BKNG
3%
CMCSA
3%
CSCO
3%
CTAS
3%
GILD
3%
GOOG
3%
HON
3%
KLAC
3%
MAR
3%
MELI
3%
META
3%
ORLY
3%
QCOM
3%
SBUX
3%
TSLA
3%
07/06/2015
cash
64%
ADBE
3%
AMAT
3%
AVGO
3%
FTNT
3%
ISRG
3%
MAR
3%
MDLZ
3%
MELI
3%
MU
3%
SNPS
3%
TMUS
3%
TXN
3%
07/02/2015
cash
85%
ADBE
3%
AMGN
3%
CDNS
3%
GILD
3%
PANW
3%
07/01/2015
cash
88%
ADBE
3%
CDNS
3%
GILD
3%
TMUS
3%
06/30/2015
cash
67%
ADBE
3%
COST
3%
GLD
3%
GOOG
3%
INTU
3%
META
3%
MSFT
3%
NVDA
3%
ORLY
3%
PEP
3%
TXN
3%
06/29/2015
AAPL
2.63%
ADBE
2.63%
ADI
2.63%
AMAT
2.63%
AMD
2.63%
AMGN
2.63%
AMZN
2.63%
AVGO
2.63%
BKNG
2.63%
CDNS
2.63%
CMCSA
2.63%
CSCO
2.63%
CTAS
2.63%
FTNT
2.63%
GILD
2.63%
GOOG
2.63%
HON
2.63%
INTC
2.63%
INTU
2.63%
ISRG
2.63%
KLAC
2.63%
LRCX
2.63%
MAR
2.63%
MDLZ
2.63%
MELI
2.63%
META
2.63%
MSFT
2.63%
MSTR
2.63%
NFLX
2.63%
NVDA
2.63%
ORLY
2.63%
PANW
2.63%
QCOM
2.63%
QQQ
2.63%
SBUX
2.63%
SNPS
2.63%
TMUS
2.63%
TSLA
2.63%
06/26/2015
cash
85%
AAPL
3%
ADBE
3%
GILD
3%
PANW
3%
QCOM
3%
06/24/2015
cash
52%
ADP
3%
AMGN
3%
AVGO
3%
CMCSA
3%
COST
3%
CSCO
3%
CTAS
3%
FTNT
3%
ISRG
3%
MAR
3%
MSFT
3%
NVDA
3%
ORLY
3%
PANW
3%
QQQ
3%
TMUS
3%
06/23/2015
cash
85%
COST
3%
HON
3%
KLAC
3%
MSFT
3%
PANW
3%