Smart-Money Coattail — Neukäufe der Fonds mit dem besten Neukauf-Trackrecord

Wem über die Schulter schauen?

Coattail-Investing: Welche Titel haben die Fonds mit dem höchsten markt-relativen Neukauf-Überschuss gerade neu ins Portfolio genommen? Jeder Fonds trägt seinen markt-relativen Track-Record (Median-Excess seiner vergangenen 13F-Neukäufe über ein Jahr, mindestens 20 gereifte Käufe), darunter seine frischen Picks mit Portfolio-Gewicht, GCS und Cluster-Stärke.

Gemessen ab der 13F-Meldefrist (Quartalsende + 45 Tage) — also realistisch nachhandelbar, ohne Rückschau-Vorteil. Modi: Detail (Fonds → Neukauf), Aggregat nach Sektor oder Fonds; Sicht „Cluster" zeigt Titel, die mehrere Top-Fonds gleichzeitig neu kaufen.

Sektor
 └─ Fonds (Track-Record)
  └─ Aktie
SektorFonds (Track-Record)RangHist. ExcessTreffernAktieTickerSektorPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendTop-Fonds-ClusterMehr
RohstoffeRohstoffe1,257052,3—1
Drummond Knight Asset Management Pty LtdRohstoffeDrummond Knight Asset Management Pty Ltd6+43.7 %86 %215,9510055,6—1
Corteva, Inc.RohstoffeDrummond Knight Asset Management Pty Ltd6+43.7 %86 %21Corteva, Inc.CTVARohstoffe10,0710063,41🔍 🎯 🏛️ 🏆
Amrize LtdRohstoffeDrummond Knight Asset Management Pty Ltd6+43.7 %86 %21Amrize LtdAMRZRohstoffe1,8310047,71🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.RohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,2310046,8—1
ALBEMARLE CORPRohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALBEMARLE CORPALBRohstoffe0,2310046,81🔍 🎯 🏛️ 🏆
Blankinship & Foster, LLCRohstoffeBlankinship & Foster, LLC51+25.0 %78 %890,09048,6—1
KINROSS GOLD CORPRohstoffeBlankinship & Foster, LLC51+25.0 %78 %89KINROSS GOLD CORPKGCRohstoffe0,09048,61🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPRohstoffeOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0210059,7—1
STEPAN CORohstoffeOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91STEPAN COSCLRohstoffe0,0210059,71🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCRohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %230,0110051,3—1
3M CORohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %233M COMMMRohstoffe0,0210048,11🔍 🎯 🏛️ 🏆
Fortune Brands Innovations, Inc.RohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %23Fortune Brands Innovations, Inc.FBINRohstoffe0,0110048,91🔍 🎯 🏛️ 🏆
Solstice Advanced Materials Inc.RohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %23Solstice Advanced Materials Inc.SOLSRohstoffe0,0010057,01🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.RohstoffeDKM Wealth Management, Inc.104+21.0 %75 %280,16052,1—1
BARRICK MINING CORPRohstoffeDKM Wealth Management, Inc.104+21.0 %75 %28BARRICK MINING CORPBRohstoffe0,16052,11🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCRohstoffeTrinity Wealth Management, LLC126+20.1 %70 %200,11051,1—1
LINDE PLCRohstoffeTrinity Wealth Management, LLC126+20.1 %70 %20LINDE PLCLINRohstoffe0,11051,11🔍 🎯 🏛️ 🏆
EnergieEnergie0,556354,5—3
Drummond Knight Asset Management Pty LtdEnergieDrummond Knight Asset Management Pty Ltd6+43.7 %86 %213,5910057,2—1
EQT CorpEnergieDrummond Knight Asset Management Pty Ltd6+43.7 %86 %21EQT CorpEQTEnergie3,5910057,21🔍 🎯 🏛️ 🏆
ADAMS NATURAL RESOURCES FUND, INC.EnergieADAMS NATURAL RESOURCES FUND, INC.32+27.2 %79 %760,4910055,2—1
Cheniere Energy, Inc.EnergieADAMS NATURAL RESOURCES FUND, INC.32+27.2 %79 %76Cheniere Energy, Inc.LNGEnergie0,4910055,21🔍 🎯 🏛️ 🏆
FOUNDATION RESOURCE MANAGEMENT INCEnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %670,0210065,0—1
MURPHY OIL CORPEnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %67MURPHY OIL CORPMUREnergie0,0210065,01🔍 🎯 🏛️ 🏆
Sparta 24 Ltd.EnergieSparta 24 Ltd.53+24.8 %73 %301,0510051,2—1
Cactus, Inc.EnergieSparta 24 Ltd.53+24.8 %73 %30Cactus, Inc.WHDEnergie1,0510051,21🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCEnergieTrellis Wealth Advisors LLC59+23.8 %78 %230,0910050,1—3
EXXON MOBIL CORPEnergieTrellis Wealth Advisors LLC59+23.8 %78 %23EXXON MOBIL CORPXOMEnergie0,1110061,33🔍 🎯 🏛️ 🏆
CHEVRON CORPEnergieTrellis Wealth Advisors LLC59+23.8 %78 %23CHEVRON CORPCVXEnergie0,0710038,81🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.EnergieShoker Investment Counsel, Inc.60+23.8 %85 %1170,07053,9—1
Phillips 66EnergieShoker Investment Counsel, Inc.60+23.8 %85 %117Phillips 66PSXEnergie0,07053,91🔍 🎯 🏛️ 🏆
ENZI WEALTHEnergieENZI WEALTH62+23.6 %80 %600,09052,9—2
VALERO ENERGY CORP/TXEnergieENZI WEALTH62+23.6 %80 %60VALERO ENERGY CORP/TXVLOEnergie0,09052,92🔍 🎯 🏛️ 🏆
SL ADVISORS, LLCEnergieSL ADVISORS, LLC68+22.9 %76 %622,11055,8—1
Prairie Operating Co.EnergieSL ADVISORS, LLC68+22.9 %76 %62Prairie Operating Co.PROPEnergie2,11055,81🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCEnergieFrontier Asset Management, LLC74+22.4 %82 %340,0610052,9—2
VALERO ENERGY CORP/TXEnergieFrontier Asset Management, LLC74+22.4 %82 %34VALERO ENERGY CORP/TXVLOEnergie0,0610052,92🔍 🎯 🏛️ 🏆
Talbot Financial, LLCEnergieTalbot Financial, LLC76+22.3 %73 %920,02050,5—2
Marathon Petroleum CorpEnergieTalbot Financial, LLC76+22.3 %73 %92Marathon Petroleum CorpMPCEnergie0,02050,52🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEnergieMeritas Wealth Management, LLC99+21.2 %79 %330,10059,4—3
EXXON MOBIL CORPEnergieMeritas Wealth Management, LLC99+21.2 %79 %33EXXON MOBIL CORPXOMEnergie0,12061,33🔍 🎯 🏛️ 🏆
TotalEnergies SEEnergieMeritas Wealth Management, LLC99+21.2 %79 %33TotalEnergies SETTEEnergie0,08057,51🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,1410061,3—3
EXXON MOBIL CORPEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51EXXON MOBIL CORPXOMEnergie0,1410061,33🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCEnergieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,063064,8—1
Shell plcEnergieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112Shell plcSHELEnergie0,063064,81🔍 🎯 🏛️ 🏆
Columbus Macro, LLCEnergieColumbus Macro, LLC137+19.9 %77 %1620,7910045,2—1
PEMBINA PIPELINE CORPEnergieColumbus Macro, LLC137+19.9 %77 %162PEMBINA PIPELINE CORPPBAEnergie0,8910053,61🔍 🎯 🏛️ 🏆
South Bow CorpEnergieColumbus Macro, LLC137+19.9 %77 %162South Bow CorpSOBOEnergie0,6910036,71🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCEnergieOrca Wealth Management, LLC143+19.9 %73 %630,1510050,5—2
Marathon Petroleum CorpEnergieOrca Wealth Management, LLC143+19.9 %73 %63Marathon Petroleum CorpMPCEnergie0,1510050,52🔍 🎯 🏛️ 🏆
GesundheitGesundheit0,377356,9—2
SHAH CAPITAL MANAGEMENTGesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %200,3810030,9—1
Elicio Therapeutics, Inc.GesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %20Elicio Therapeutics, Inc.ELTXGesundheit0,3810030,91🔍 🎯 🏛️ 🏆
Empirical Capital Management, LLCGesundheitEmpirical Capital Management, LLC38+26.4 %79 %331,9610056,9—2
ELI LILLY & CoGesundheitEmpirical Capital Management, LLC38+26.4 %79 %33ELI LILLY & CoLLYGesundheit5,7110065,22🔍 🎯 🏛️ 🏆
GRAIL, Inc.GesundheitEmpirical Capital Management, LLC38+26.4 %79 %33GRAIL, Inc.GRALGesundheit0,0810044,01🔍 🎯 🏛️ 🏆
Doximity, Inc.GesundheitEmpirical Capital Management, LLC38+26.4 %79 %33Doximity, Inc.DOCSGesundheit0,0810061,41🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.GesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1510062,8—1
KONINKLIJKE PHILIPS NVGesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68KONINKLIJKE PHILIPS NVPHGGesundheit0,1510062,81🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.GesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,13070,6—1
BRISTOL MYERS SQUIBB COGesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21BRISTOL MYERS SQUIBB COBMYGesundheit0,13070,61🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPGesundheitOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,1410061,4—1
AbbVie Inc.GesundheitOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91AbbVie Inc.ABBVGesundheit0,1410061,41🔍 🎯 🏛️ 🏆
Halter Ferguson Financial Inc.GesundheitHalter Ferguson Financial Inc.55+24.0 %68 %310,07026,1—1
Moderna, Inc.GesundheitHalter Ferguson Financial Inc.55+24.0 %68 %31Moderna, Inc.MRNAGesundheit0,07026,11🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %230,0310060,8—2
JOHNSON & JOHNSONGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23JOHNSON & JOHNSONJNJGesundheit0,0710059,11🔍 🎯 🏛️ 🏆
Merck & Co., Inc.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Merck & Co., Inc.MRKGesundheit0,0510068,12🔍 🎯 🏛️ 🏆
INTUITIVE SURGICAL INCGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23INTUITIVE SURGICAL INCISRGGesundheit0,0510045,01🔍 🎯 🏛️ 🏆
GILEAD SCIENCES, INC.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23GILEAD SCIENCES, INC.GILDGesundheit0,0210061,21🔍 🎯 🏛️ 🏆
MCKESSON CORPGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Zoetis Inc.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Zoetis Inc.ZTSGesundheit0,0010063,71🔍 🎯 🏛️ 🏆
Solventum CorpGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Solventum CorpSOLVGesundheit0,0010072,91🔍 🎯 🏛️ 🏆
Surgery Partners, Inc.GesundheitTrellis Wealth Advisors LLC59+23.8 %78 %23Surgery Partners, Inc.SGRYGesundheit0,0010057,51🔍 🎯 🏛️ 🏆
Asset Allocation Strategies LLCGesundheitAsset Allocation Strategies LLC86+21.7 %74 %350,04056,4—1
PFIZER INCGesundheitAsset Allocation Strategies LLC86+21.7 %74 %35PFIZER INCPFEGesundheit0,04056,41🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCGesundheitMeritas Wealth Management, LLC99+21.2 %79 %330,16059,9—2
VERTEX PHARMACEUTICALS INC / MAGesundheitMeritas Wealth Management, LLC99+21.2 %79 %33VERTEX PHARMACEUTICALS INC / MAVRTXGesundheit0,23051,81🔍 🎯 🏛️ 🏆
Merck & Co., Inc.GesundheitMeritas Wealth Management, LLC99+21.2 %79 %33Merck & Co., Inc.MRKGesundheit0,09068,12🔍 🎯 🏛️ 🏆
Columbus Macro, LLCGesundheitColumbus Macro, LLC137+19.9 %77 %1620,0210058,9—2
MCKESSON CORPGesundheitColumbus Macro, LLC137+19.9 %77 %162MCKESSON CORPMCKGesundheit0,0210058,92🔍 🎯 🏛️ 🏆
Bull Street Advisors, LLCGesundheitBull Street Advisors, LLC138+19.9 %83 %880,10065,2—2
ELI LILLY & CoGesundheitBull Street Advisors, LLC138+19.9 %83 %88ELI LILLY & CoLLYGesundheit0,10065,22🔍 🎯 🏛️ 🏆
QV Investors Inc.GesundheitQV Investors Inc.148+19.7 %79 %1020,6510043,2—1
STRYKER CORPGesundheitQV Investors Inc.148+19.7 %79 %102STRYKER CORPSYKGesundheit0,6510043,21🔍 🎯 🏛️ 🏆
Industrie & TransportIndustrie & Transport0,296454,8—6
Empirical Capital Management, LLCIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %330,2210043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportEmpirical Capital Management, LLC38+26.4 %79 %33SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,2210043,46🔍 🎯 🏛️ 🏆
PING CAPITAL MANAGEMENT, INC.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %680,1110039,2—1
American Airlines Group Inc.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68American Airlines Group Inc.AALIndustrie & Transport0,1510039,61🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.Industrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %68ALASKA AIR GROUP, INC.ALKIndustrie & Transport0,0810038,71🔍 🎯 🏛️ 🏆
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.Industrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %210,16043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %21SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,16043,46🔍 🎯 🏛️ 🏆
Canal Insurance COIndustrie & TransportCanal Insurance CO46+25.4 %75 %1000,7110043,4—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportCanal Insurance CO46+25.4 %75 %100SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,7110043,46🔍 🎯 🏛️ 🏆
Sparta 24 Ltd.Industrie & TransportSparta 24 Ltd.53+24.8 %73 %301,2510053,2—1
ZIM Integrated Shipping Services Ltd.Industrie & TransportSparta 24 Ltd.53+24.8 %73 %30ZIM Integrated Shipping Services Ltd.ZIMIndustrie & Transport1,2510053,21🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0510066,2—1
RYDER SYSTEM INCIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91RYDER SYSTEM INCRIndustrie & Transport0,0810076,01🔍 🎯 🏛️ 🏆
WATSCO INCIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91WATSCO INCWSOIndustrie & Transport0,0410056,31🔍 🎯 🏛️ 🏆
INTERNATIONAL BUSINESS MACHINES CORPIndustrie & TransportOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91INTERNATIONAL BUSINESS MACHINES CORPIBMIndustrie & Transport0,0310066,41🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %230,0310055,7—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,0510043,46🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,0310057,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23Honeywell Aerospace Inc.HONAIndustrie & Transport0,0210062,82🔍 🎯 🏛️ 🏆
RTX CorpIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %23RTX CorpRTXIndustrie & Transport0,0110059,42🔍 🎯 🏛️ 🏆
Frontier Asset Management, LLCIndustrie & TransportFrontier Asset Management, LLC74+22.4 %82 %340,0510062,0—1
WASTE MANAGEMENT INCIndustrie & TransportFrontier Asset Management, LLC74+22.4 %82 %34WASTE MANAGEMENT INCWMIndustrie & Transport0,0510062,01🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %250,69051,3—6
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %25SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport1,23043,46🔍 🎯 🏛️ 🏆
CATERPILLAR INCIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %25CATERPILLAR INCCATIndustrie & Transport0,15059,31🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCIndustrie & TransportMeritas Wealth Management, LLC99+21.2 %79 %330,10060,7—1
Parker-Hannifin CorpIndustrie & TransportMeritas Wealth Management, LLC99+21.2 %79 %33Parker-Hannifin CorpPHIndustrie & Transport0,10060,71🔍 🎯 🏛️ 🏆
WASHINGTON GROWTH STRATEGIES LLCIndustrie & TransportWASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %391,60050,1—1
Woodward, Inc.Industrie & TransportWASHINGTON GROWTH STRATEGIES LLC112+20.6 %74 %39Woodward, Inc.WWDIndustrie & Transport1,60050,11🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,5010049,3—6
HUBBELL INCIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230HUBBELL INCHUBBIndustrie & Transport0,8710055,31🔍 🎯 🏛️ 🏆
SPACE EXPLORATION TECHNOLOGIES CORPIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport0,1210043,46🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCIndustrie & TransportTrinity Wealth Management, LLC126+20.1 %70 %200,09068,8—1
AUTOMATIC DATA PROCESSING INCIndustrie & TransportTrinity Wealth Management, LLC126+20.1 %70 %20AUTOMATIC DATA PROCESSING INCADPIndustrie & Transport0,09068,81🔍 🎯 🏛️ 🏆
Columbus Macro, LLCIndustrie & TransportColumbus Macro, LLC137+19.9 %77 %1620,0310064,4—1
EXPEDITORS INTERNATIONAL OF WASHINGTON INCIndustrie & TransportColumbus Macro, LLC137+19.9 %77 %162EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & Transport0,0310064,41🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %220,06059,4—2
RTX CorpIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %22RTX CorpRTXIndustrie & Transport0,06059,42🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %490,12059,9—2
HONEYWELL INTERNATIONAL INCIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49HONEYWELL INTERNATIONAL INCHONIndustrie & Transport0,14057,02🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Industrie & TransportProvident Wealth Management, LLC145+19.9 %63 %49Honeywell Aerospace Inc.HONAIndustrie & Transport0,10062,82🔍 🎯 🏛️ 🏆
Zyklischer KonsumZyklischer Konsum0,798352,7—2
Empirical Capital Management, LLCZyklischer KonsumEmpirical Capital Management, LLC38+26.4 %79 %330,0710047,0—1
WABASH NATIONAL CorpZyklischer KonsumEmpirical Capital Management, LLC38+26.4 %79 %33WABASH NATIONAL CorpWNCZyklischer Konsum0,0710047,01🔍 🎯 🏛️ 🏆
Ranmore Fund Management LtdZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %213,6210056,5—1
DECKERS OUTDOOR CORPZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %21DECKERS OUTDOOR CORPDECKZyklischer Konsum3,7710057,91🔍 🎯 🏛️ 🏆
Booking Holdings Inc.Zyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %21Booking Holdings Inc.BKNGZyklischer Konsum3,6210072,11🔍 🎯 🏛️ 🏆
On Holding AGZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %21On Holding AGONONZyklischer Konsum3,5810047,11🔍 🎯 🏛️ 🏆
LENNAR CORP /NEW/Zyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %21LENNAR CORP /NEW/LENZyklischer Konsum3,4910048,71🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %230,0210045,1—2
HOME DEPOT, INC.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23HOME DEPOT, INC.HDZyklischer Konsum0,0810063,71🔍 🎯 🏛️ 🏆
MCDONALDS CORPZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23MCDONALDS CORPMCDZyklischer Konsum0,0310060,22🔍 🎯 🏛️ 🏆
NIKE, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23NIKE, Inc.NKEZyklischer Konsum0,0310045,62🔍 🎯 🏛️ 🏆
Coupang, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23Coupang, Inc.CPNGZyklischer Konsum0,0210037,01🔍 🎯 🏛️ 🏆
Rivian Automotive, Inc. / DEZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23Rivian Automotive, Inc. / DERIVNZyklischer Konsum0,0010038,41🔍 🎯 🏛️ 🏆
Smartbird, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23Smartbird, Inc.BIRDZyklischer Konsum0,0010025,11🔍 🎯 🏛️ 🏆
Vipshop Holdings LtdZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23Vipshop Holdings LtdVIPSZyklischer Konsum0,0010047,01🔍 🎯 🏛️ 🏆
MasterBrand, Inc.Zyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %23MasterBrand, Inc.MBCZyklischer Konsum0,0010043,61🔍 🎯 🏛️ 🏆
LB Partners LLCZyklischer KonsumLB Partners LLC71+22.7 %73 %370,4810054,3—1
Wendy's CoZyklischer KonsumLB Partners LLC71+22.7 %73 %37Wendy's CoWENZyklischer Konsum0,4810054,31🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %1010,438760,2—2
MCDONALDS CORPZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %101MCDONALDS CORPMCDZyklischer Konsum0,438760,22🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,47052,3—2
NIKE, Inc.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NIKE, Inc.NKEZyklischer Konsum1,08045,62🔍 🎯 🏛️ 🏆
RB GLOBAL INC.Zyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126RB GLOBAL INC.RBAZyklischer Konsum0,22048,21🔍 🎯 🏛️ 🏆
O REILLY AUTOMOTIVE INCZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126O REILLY AUTOMOTIVE INCORLYZyklischer Konsum0,12063,11🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0410058,9—1
ETHAN ALLEN INTERIORS INCZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230ETHAN ALLEN INTERIORS INCETDZyklischer Konsum0,0510062,21🔍 🎯 🏛️ 🏆
Gentherm IncZyklischer KonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Gentherm IncTHRMZyklischer Konsum0,0210055,61🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0510068,9—2
AMAZON COM INCZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112AMAZON COM INCAMZNZyklischer Konsum0,0510068,92🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %630,1510068,9—2
AMAZON COM INCZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %63AMAZON COM INCAMZNZyklischer Konsum0,1510068,92🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCZyklischer KonsumProvident Wealth Management, LLC145+19.9 %63 %490,10059,6—1
Tesla, Inc.Zyklischer KonsumProvident Wealth Management, LLC145+19.9 %63 %49Tesla, Inc.TSLAZyklischer Konsum0,10059,61🔍 🎯 🏛️ 🏆
QV Investors Inc.Zyklischer KonsumQV Investors Inc.148+19.7 %79 %1021,5610044,6—1
Gildan Activewear Inc.Zyklischer KonsumQV Investors Inc.148+19.7 %79 %102Gildan Activewear Inc.GILZyklischer Konsum1,5610044,61🔍 🎯 🏛️ 🏆
BasiskonsumBasiskonsum0,988056,1—1
Ranmore Fund Management LtdBasiskonsumRanmore Fund Management Ltd40+26.2 %81 %213,4810059,0—1
CONSTELLATION BRANDS, INC.BasiskonsumRanmore Fund Management Ltd40+26.2 %81 %21CONSTELLATION BRANDS, INC.STZBasiskonsum6,1510066,41🔍 🎯 🏛️ 🏆
UNITED BREWERIES CO INCBasiskonsumRanmore Fund Management Ltd40+26.2 %81 %21UNITED BREWERIES CO INCCCUBasiskonsum0,8110051,51🔍 🎯 🏛️ 🏆
Corecam Pte. Ltd.BasiskonsumCorecam Pte. Ltd.52+24.9 %72 %252,60052,4—1
Kraft Heinz CoBasiskonsumCorecam Pte. Ltd.52+24.9 %72 %25Kraft Heinz CoKHCBasiskonsum2,60052,41🔍 🎯 🏛️ 🏆
Sparta 24 Ltd.BasiskonsumSparta 24 Ltd.53+24.8 %73 %301,5510051,3—1
Genius Group LtdBasiskonsumSparta 24 Ltd.53+24.8 %73 %30Genius Group LtdGNSBasiskonsum2,0710041,41🔍 🎯 🏛️ 🏆
Coursera, Inc.BasiskonsumSparta 24 Ltd.53+24.8 %73 %30Coursera, Inc.COURBasiskonsum1,0310061,11🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPBasiskonsumOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0310068,6—1
ALTRIA GROUP, INC.BasiskonsumOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91ALTRIA GROUP, INC.MOBasiskonsum0,0310068,61🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCBasiskonsumTrellis Wealth Advisors LLC59+23.8 %78 %230,0810056,0—1
TYSON FOODS, INC.BasiskonsumTrellis Wealth Advisors LLC59+23.8 %78 %23TYSON FOODS, INC.TSNBasiskonsum0,1610056,01🔍 🎯 🏛️ 🏆
Yatsen Holding LtdBasiskonsumTrellis Wealth Advisors LLC59+23.8 %78 %23Yatsen Holding LtdYSGBasiskonsum0,001001🔍 🎯 🏛️ 🏆
LB Partners LLCBasiskonsumLB Partners LLC71+22.7 %73 %370,6410041,8—1
SUJA LIFE, INC.BasiskonsumLB Partners LLC71+22.7 %73 %37SUJA LIFE, INC.SUJABasiskonsum0,6410041,81🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.BasiskonsumVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,3710053,0—1
CLOROX CO /DE/BasiskonsumVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51CLOROX CO /DE/CLXBasiskonsum0,3710045,61🔍 🎯 🏛️ 🏆
HORMEL FOODS CORP /DE/BasiskonsumVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51HORMEL FOODS CORP /DE/HRLBasiskonsum0,3710060,41🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCBasiskonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0510060,8—1
SANFILIPPO JOHN B & SON INCBasiskonsumVIKING FUND MANAGEMENT LLC123+20.2 %73 %230SANFILIPPO JOHN B & SON INCJBSSBasiskonsum0,0510060,81🔍 🎯 🏛️ 🏆
Ridgepath Capital Management LLCBasiskonsumRidgepath Capital Management LLC125+20.1 %76 %370,12053,9—1
KROGER COBasiskonsumRidgepath Capital Management LLC125+20.1 %76 %37KROGER COKRBasiskonsum0,12053,91🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCBasiskonsumTrinity Wealth Management, LLC126+20.1 %70 %200,16071,1—1
COCA COLA COBasiskonsumTrinity Wealth Management, LLC126+20.1 %70 %20COCA COLA COKOBasiskonsum0,16071,11🔍 🎯 🏛️ 🏆
QV Investors Inc.BasiskonsumQV Investors Inc.148+19.7 %79 %1020,1110054,3—1
Natural Grocers by Vitamin Cottage, Inc.BasiskonsumQV Investors Inc.148+19.7 %79 %102Natural Grocers by Vitamin Cottage, Inc.NGVCBasiskonsum0,1110054,31🔍 🎯 🏛️ 🏆
Kommunikation & MedienKommunikation & Medien0,646355,5—4
Ranmore Fund Management LtdKommunikation & MedienRanmore Fund Management Ltd40+26.2 %81 %212,1310043,4—1
TIM S.A.Kommunikation & MedienRanmore Fund Management Ltd40+26.2 %81 %21TIM S.A.TIMBKommunikation & Medien2,1310043,41🔍 🎯 🏛️ 🏆
Corecam Pte. Ltd.Kommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %251,46070,9—1
Alphabet Inc.Kommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %25Alphabet Inc.GOOGLKommunikation & Medien1,46070,91🔍 🎯 🏛️ 🏆
Sparta 24 Ltd.Kommunikation & MedienSparta 24 Ltd.53+24.8 %73 %301,2010065,1—1
GigaCloud Technology IncKommunikation & MedienSparta 24 Ltd.53+24.8 %73 %30GigaCloud Technology IncGCTKommunikation & Medien1,6010060,91🔍 🎯 🏛️ 🏆
Taboola.com Ltd.Kommunikation & MedienSparta 24 Ltd.53+24.8 %73 %30Taboola.com Ltd.TBLAKommunikation & Medien0,7910069,31🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %230,0110060,2—1
Uber Technologies, IncKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %23Uber Technologies, IncUBERKommunikation & Medien0,0210060,01🔍 🎯 🏛️ 🏆
AT&T INC.Kommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %23AT&T INC.TKommunikation & Medien0,0110056,81🔍 🎯 🏛️ 🏆
Walt Disney CoKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %23Walt Disney CoDISKommunikation & Medien0,0110063,71🔍 🎯 🏛️ 🏆
LB Partners LLCKommunikation & MedienLB Partners LLC71+22.7 %73 %372,8410044,0—1
CHARTER COMMUNICATIONS, INC. /MO/Kommunikation & MedienLB Partners LLC71+22.7 %73 %37CHARTER COMMUNICATIONS, INC. /MO/CHTRKommunikation & Medien2,8410044,01🔍 🎯 🏛️ 🏆
SEARCY FINANCIAL SERVICES INC /ADVKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %220,10049,0—4
Meta Platforms, Inc.Kommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %22Meta Platforms, Inc.METAKommunikation & Medien0,10049,04🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %330,11049,0—4
Meta Platforms, Inc.Kommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %33Meta Platforms, Inc.METAKommunikation & Medien0,11049,04🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1260,08050,2—4
NETFLIX INCKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126NETFLIX INCNFLXKommunikation & Medien0,11051,31🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Kommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126Meta Platforms, Inc.METAKommunikation & Medien0,06049,04🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.Kommunikation & MedienVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %510,4210059,8—1
COMCAST CORPKommunikation & MedienVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %51COMCAST CORPCMCSAKommunikation & Medien0,4210059,81🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCKommunikation & MedienVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,4310049,7—1
T-Mobile US, Inc.Kommunikation & MedienVIKING FUND MANAGEMENT LLC123+20.2 %73 %230T-Mobile US, Inc.TMUSKommunikation & Medien0,4310049,71🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %200,08062,0—1
VERIZON COMMUNICATIONS INCKommunikation & MedienTrinity Wealth Management, LLC126+20.1 %70 %20VERIZON COMMUNICATIONS INCVZKommunikation & Medien0,08062,01🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %630,1210049,0—4
Meta Platforms, Inc.Kommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %63Meta Platforms, Inc.METAKommunikation & Medien0,1210049,04🔍 🎯 🏛️ 🏆
TechnologieTechnologie0,335851,4—2
Ranmore Fund Management LtdTechnologieRanmore Fund Management Ltd40+26.2 %81 %211,5010065,6—1
MAXIMUS, INC.TechnologieRanmore Fund Management Ltd40+26.2 %81 %21MAXIMUS, INC.MMSTechnologie1,7210071,51🔍 🎯 🏛️ 🏆
AMDOCS LTDTechnologieRanmore Fund Management Ltd40+26.2 %81 %21AMDOCS LTDDOXTechnologie1,2710059,71🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPTechnologieOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0410063,8—1
THOMSON REUTERS CORP /CAN/TechnologieOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91THOMSON REUTERS CORP /CAN/TRITechnologie0,0410063,81🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %230,0110041,1—2
SHOPIFY INC.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23SHOPIFY INC.SHOPTechnologie0,0210035,82🔍 🎯 🏛️ 🏆
CoreWeave, Inc.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23CoreWeave, Inc.CRWVTechnologie0,0110032,21🔍 🎯 🏛️ 🏆
ServiceTitan, Inc.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23ServiceTitan, Inc.TTANTechnologie0,0110038,91🔍 🎯 🏛️ 🏆
Roblox CorpTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23Roblox CorpRBLXTechnologie0,0110044,91🔍 🎯 🏛️ 🏆
Figma, Inc.TechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23Figma, Inc.FIGTechnologie0,0110037,01🔍 🎯 🏛️ 🏆
SIFY TECHNOLOGIES LTDTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %23SIFY TECHNOLOGIES LTDSIFYTechnologie0,0010057,61🔍 🎯 🏛️ 🏆
Shoker Investment Counsel, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %1170,08057,1—2
ServiceNow, Inc.TechnologieShoker Investment Counsel, Inc.60+23.8 %85 %117ServiceNow, Inc.NOWTechnologie0,08057,12🔍 🎯 🏛️ 🏆
ENZI WEALTHTechnologieENZI WEALTH62+23.6 %80 %600,07052,6—1
GoDaddy Inc.TechnologieENZI WEALTH62+23.6 %80 %60GoDaddy Inc.GDDYTechnologie0,07052,61🔍 🎯 🏛️ 🏆
LB Partners LLCTechnologieLB Partners LLC71+22.7 %73 %370,7110057,1—2
ServiceNow, Inc.TechnologieLB Partners LLC71+22.7 %73 %37ServiceNow, Inc.NOWTechnologie0,7110057,12🔍 🎯 🏛️ 🏆
Flagstone Financial ManagementTechnologieFlagstone Financial Management72+22.7 %82 %280,05035,8—2
SHOPIFY INC.TechnologieFlagstone Financial Management72+22.7 %82 %28SHOPIFY INC.SHOPTechnologie0,05035,82🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCTechnologieMeritas Wealth Management, LLC99+21.2 %79 %330,13056,3—1
CISCO SYSTEMS, INC.TechnologieMeritas Wealth Management, LLC99+21.2 %79 %33CISCO SYSTEMS, INC.CSCOTechnologie0,14061,71🔍 🎯 🏛️ 🏆
Palo Alto Networks IncTechnologieMeritas Wealth Management, LLC99+21.2 %79 %33Palo Alto Networks IncPANWTechnologie0,13052,91🔍 🎯 🏛️ 🏆
Seagate Technology Holdings plcTechnologieMeritas Wealth Management, LLC99+21.2 %79 %33Seagate Technology Holdings plcSTXTechnologie0,11054,41🔍 🎯 🏛️ 🏆
DKM Wealth Management, Inc.TechnologieDKM Wealth Management, Inc.104+21.0 %75 %280,20058,7—1
AGILENT TECHNOLOGIES, INC.TechnologieDKM Wealth Management, Inc.104+21.0 %75 %28AGILENT TECHNOLOGIES, INC.ATechnologie0,20058,71🔍 🎯 🏛️ 🏆
UNICOM Systems, Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %282,2510036,6—1
SK hynix Inc.TechnologieUNICOM Systems, Inc.110+20.7 %71 %28SK hynix Inc.SKHYTechnologie2,2510036,61🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,7510045,5—1
MICROCHIP TECHNOLOGY INCTechnologieVIKING FUND MANAGEMENT LLC123+20.2 %73 %230MICROCHIP TECHNOLOGY INCMCHPTechnologie0,7510045,51🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCTechnologieTrinity Wealth Management, LLC126+20.1 %70 %200,21058,1—1
APPLIED MATERIALS INC /DETechnologieTrinity Wealth Management, LLC126+20.1 %70 %20APPLIED MATERIALS INC /DEAMATTechnologie0,21058,11🔍 🎯 🏛️ 🏆
KEATING INVESTMENT COUNSELORS INCTechnologieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %1120,0610057,8—1
SKYWORKS SOLUTIONS, INC.TechnologieKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %112SKYWORKS SOLUTIONS, INC.SWKSTechnologie0,0610057,81🔍 🎯 🏛️ 🏆
Columbus Macro, LLCTechnologieColumbus Macro, LLC137+19.9 %77 %1620,5110058,8—1
ANALOG DEVICES INCTechnologieColumbus Macro, LLC137+19.9 %77 %162ANALOG DEVICES INCADITechnologie0,5110058,81🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCTechnologieMokosak Advisory Group, LLC141+19.9 %73 %220,06055,4—2
Palantir Technologies Inc.TechnologieMokosak Advisory Group, LLC141+19.9 %73 %22Palantir Technologies Inc.PLTRTechnologie0,07042,62🔍 🎯 🏛️ 🏆
CrowdStrike Holdings, Inc.TechnologieMokosak Advisory Group, LLC141+19.9 %73 %22CrowdStrike Holdings, Inc.CRWDTechnologie0,06060,51🔍 🎯 🏛️ 🏆
MICROSOFT CORPTechnologieMokosak Advisory Group, LLC141+19.9 %73 %22MICROSOFT CORPMSFTTechnologie0,06063,11🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCTechnologieOrca Wealth Management, LLC143+19.9 %73 %630,1410042,6—2
Palantir Technologies Inc.TechnologieOrca Wealth Management, LLC143+19.9 %73 %63Palantir Technologies Inc.PLTRTechnologie0,1410042,62🔍 🎯 🏛️ 🏆
ImmobilienImmobilien0,177953,5—1
Blankinship & Foster, LLCImmobilienBlankinship & Foster, LLC51+25.0 %78 %890,09046,3—1
Global Net Lease, Inc.ImmobilienBlankinship & Foster, LLC51+25.0 %78 %89Global Net Lease, Inc.GNLImmobilien0,09046,31🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %230,0110056,9—1
SL GREEN REALTY CORPImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %23SL GREEN REALTY CORPSLGImmobilien0,0210058,71🔍 🎯 🏛️ 🏆
AMERICAN TOWER CORP /MA/ImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %23AMERICAN TOWER CORP /MA/AMTImmobilien0,0110050,91🔍 🎯 🏛️ 🏆
Hudson Pacific Properties, Inc.ImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %23Hudson Pacific Properties, Inc.HPPImmobilien0,0010061,11🔍 🎯 🏛️ 🏆
LB Partners LLCImmobilienLB Partners LLC71+22.7 %73 %370,1010048,1—1
PennyMac Mortgage Investment TrustImmobilienLB Partners LLC71+22.7 %73 %37PennyMac Mortgage Investment TrustPMTImmobilien0,1210041,71🔍 🎯 🏛️ 🏆
Elme CommunitiesImmobilienLB Partners LLC71+22.7 %73 %37Elme CommunitiesELMEImmobilien0,1110035,21🔍 🎯 🏛️ 🏆
SITE Centers Corp.ImmobilienLB Partners LLC71+22.7 %73 %37SITE Centers Corp.SITCImmobilien0,0810067,51🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCImmobilienAdams Asset Advisors, LLC93+21.4 %71 %1010,319363,2—1
RAYONIER INCImmobilienAdams Asset Advisors, LLC93+21.4 %71 %101RAYONIER INCRYNImmobilien0,319363,21🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCImmobilienTrinity Wealth Management, LLC126+20.1 %70 %200,10055,0—1
IRON MOUNTAIN INCImmobilienTrinity Wealth Management, LLC126+20.1 %70 %20IRON MOUNTAIN INCIRMImmobilien0,10055,01🔍 🎯 🏛️ 🏆
Columbus Macro, LLCImmobilienColumbus Macro, LLC137+19.9 %77 %1620,8410055,7—1
Rexford Industrial Realty, Inc.ImmobilienColumbus Macro, LLC137+19.9 %77 %162Rexford Industrial Realty, Inc.REXRImmobilien0,8410055,71🔍 🎯 🏛️ 🏆
FinanzenFinanzen0,619058,2—1
Sparta 24 Ltd.FinanzenSparta 24 Ltd.53+24.8 %73 %301,5910053,7—1
XP Inc.FinanzenSparta 24 Ltd.53+24.8 %73 %30XP Inc.XPFinanzen3,2410040,61🔍 🎯 🏛️ 🏆
TIPTREE INC.FinanzenSparta 24 Ltd.53+24.8 %73 %30TIPTREE INC.TIPTFinanzen2,0310071,21🔍 🎯 🏛️ 🏆
dLocal LtdFinanzenSparta 24 Ltd.53+24.8 %73 %30dLocal LtdDLOFinanzen1,3410060,01🔍 🎯 🏛️ 🏆
Circle Internet Group, Inc.FinanzenSparta 24 Ltd.53+24.8 %73 %30Circle Internet Group, Inc.CRCLFinanzen1,1210043,21🔍 🎯 🏛️ 🏆
HOULIHAN LOKEY, INC.FinanzenSparta 24 Ltd.53+24.8 %73 %30HOULIHAN LOKEY, INC.HLIFinanzen0,2110053,41🔍 🎯 🏛️ 🏆
OLD REPUBLIC INTERNATIONAL CORPFinanzenOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0210070,8—1
PRINCIPAL FINANCIAL GROUP INCFinanzenOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91PRINCIPAL FINANCIAL GROUP INCPFGFinanzen0,0410071,41🔍 🎯 🏛️ 🏆
UNITED COMMUNITY BANKS INCFinanzenOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91UNITED COMMUNITY BANKS INCUCBFinanzen0,0210067,21🔍 🎯 🏛️ 🏆
NORWOOD FINANCIAL CORPFinanzenOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91NORWOOD FINANCIAL CORPNWFLFinanzen0,0210069,41🔍 🎯 🏛️ 🏆
PRUDENTIAL FINANCIAL INCFinanzenOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91PRUDENTIAL FINANCIAL INCPRUFinanzen0,0110075,31🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %230,0210051,3—1
AMERICAN EXPRESS COFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23AMERICAN EXPRESS COAXPFinanzen0,0610067,41🔍 🎯 🏛️ 🏆
SoFi Technologies, Inc.FinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23SoFi Technologies, Inc.SOFIFinanzen0,0510026,51🔍 🎯 🏛️ 🏆
VISA INC.FinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23VISA INC.VFinanzen0,0310064,91🔍 🎯 🏛️ 🏆
AMERIPRISE FINANCIAL INCFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23AMERIPRISE FINANCIAL INCAMPFinanzen0,0210066,71🔍 🎯 🏛️ 🏆
Coinbase Global, Inc.FinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23Coinbase Global, Inc.COINFinanzen0,0110035,71🔍 🎯 🏛️ 🏆
SCHWAB CHARLES CORPFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23SCHWAB CHARLES CORPSCHWFinanzen0,0110063,41🔍 🎯 🏛️ 🏆
Oportun Financial CorpFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23Oportun Financial CorpOPRTFinanzen0,0010062,31🔍 🎯 🏛️ 🏆
loanDepot, Inc.FinanzenTrellis Wealth Advisors LLC59+23.8 %78 %23loanDepot, Inc.LDIFinanzen0,0010023,61🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.FinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %1263,44074,0—1
COMMERCE BANCSHARES INC /MO/FinanzenArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %126COMMERCE BANCSHARES INC /MO/CBSHFinanzen3,44074,01🔍 🎯 🏛️ 🏆
Trinity Wealth Management, LLCFinanzenTrinity Wealth Management, LLC126+20.1 %70 %200,14057,9—1
MARKEL GROUP INC.FinanzenTrinity Wealth Management, LLC126+20.1 %70 %20MARKEL GROUP INC.MKLFinanzen0,14057,91🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCFinanzenOrca Wealth Management, LLC143+19.9 %73 %630,4710070,2—1
STIFEL FINANCIAL CORPFinanzenOrca Wealth Management, LLC143+19.9 %73 %63STIFEL FINANCIAL CORPSFFinanzen0,4710070,21🔍 🎯 🏛️ 🏆
VersorgerVersorger0,617560,6—1
OLD REPUBLIC INTERNATIONAL CORPVersorgerOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %910,0310072,6—1
ALLIANT ENERGY CORPVersorgerOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91ALLIANT ENERGY CORPLNTVersorger0,0410072,91🔍 🎯 🏛️ 🏆
CONSOLIDATED EDISON INCVersorgerOLD REPUBLIC INTERNATIONAL CORP54+24.3 %87 %91CONSOLIDATED EDISON INCEDVersorger0,0210072,31🔍 🎯 🏛️ 🏆
Keystone Financial Planning, Inc.VersorgerKeystone Financial Planning, Inc.61+23.7 %84 %672,31052,1—1
PPL CorpVersorgerKeystone Financial Planning, Inc.61+23.7 %84 %67PPL CorpPPLVersorger2,31052,11🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCVersorgerVIKING FUND MANAGEMENT LLC123+20.2 %73 %2300,0710045,1—1
Fervo Energy CoVersorgerVIKING FUND MANAGEMENT LLC123+20.2 %73 %230Fervo Energy CoFRVOVersorger0,0710045,11🔍 🎯 🏛️ 🏆
InvestmentvehikelInvestmentvehikel0,126751,6—1
Adams Asset Advisors, LLCInvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %1010,1010050,0—1
Blackstone Inc.InvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %101Blackstone Inc.BXInvestmentvehikel0,1010058,71🔍 🎯 🏛️ 🏆
KKR & Co. Inc.InvestmentvehikelAdams Asset Advisors, LLC93+21.4 %71 %101KKR & Co. Inc.KKRInvestmentvehikel0,1010041,31🔍 🎯 🏛️ 🏆
EHRLICH FINANCIAL GROUPInvestmentvehikelEHRLICH FINANCIAL GROUP113+20.5 %82 %330,17054,9—1
WisdomTree, Inc.InvestmentvehikelEHRLICH FINANCIAL GROUP113+20.5 %82 %33WisdomTree, Inc.WTInvestmentvehikel0,17054,91🔍 🎯 🏛️ 🏆
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