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.

Aktie
 └─ Fonds (Track-Record)
AktieTickerSektorFonds (Track-Record)RangHist. ExcessTreffernTop-Fonds-ClusterPortf.-Gewicht %Stimmkontrolle %GCSGCS-TrendMehr
SPACE EXPLORATION TECHNOLOGIES CORPSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & Transport50,476056,7—
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.SPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2150,16056,7🔍 🎯 🏛️ 🏆
Canal Insurance COSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportCanal Insurance CO46+25.4 %75 %10050,7110056,7🔍 🎯 🏛️ 🏆
Trellis Wealth Advisors LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2350,0510056,7🔍 🎯 🏛️ 🏆
Arcadia Wealth Management, LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportArcadia Wealth Management, LLC88+21.7 %68 %2551,29056,7🔍 🎯 🏛️ 🏆
VIKING FUND MANAGEMENT LLCSPACE EXPLORATION TECHNOLOGIES CORPSPCXIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23050,1210056,7🔍 🎯 🏛️ 🏆
Meta Platforms, Inc.Meta Platforms, Inc.METAKommunikation & Medien40,102550,4—
SEARCY FINANCIAL SERVICES INC /ADVMeta Platforms, Inc.METAKommunikation & MedienSEARCY FINANCIAL SERVICES INC /ADV81+21.9 %68 %2240,12050,4🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienMeritas Wealth Management, LLC99+21.2 %79 %3340,11050,4🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.Meta Platforms, Inc.METAKommunikation & MedienArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12640,06050,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMeta Platforms, Inc.METAKommunikation & MedienOrca Wealth Management, LLC143+19.9 %73 %6340,1210050,4🔍 🎯 🏛️ 🏆
EXXON MOBIL CORPEXXON MOBIL CORPXOMEnergie30,126760,2—
Trellis Wealth Advisors LLCEXXON MOBIL CORPXOMEnergieTrellis Wealth Advisors LLC59+23.8 %78 %2330,1110060,2🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCEXXON MOBIL CORPXOMEnergieMeritas Wealth Management, LLC99+21.2 %79 %3330,12060,2🔍 🎯 🏛️ 🏆
VAUGHAN & Co SECURITIES, INC.EXXON MOBIL CORPXOMEnergieVAUGHAN & Co SECURITIES, INC.121+20.2 %82 %5130,1410060,2🔍 🎯 🏛️ 🏆
Merck & Co., Inc.Merck & Co., Inc.MRKGesundheit20,075067,1—
Trellis Wealth Advisors LLCMerck & Co., Inc.MRKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0510067,1🔍 🎯 🏛️ 🏆
Meritas Wealth Management, LLCMerck & Co., Inc.MRKGesundheitMeritas Wealth Management, LLC99+21.2 %79 %3320,09067,1🔍 🎯 🏛️ 🏆
NIKE, Inc.NIKE, Inc.NKEZyklischer Konsum20,565044,5—
Trellis Wealth Advisors LLCNIKE, Inc.NKEZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310044,5🔍 🎯 🏛️ 🏆
Arkfeld Wealth Strategies, L.L.C.NIKE, Inc.NKEZyklischer KonsumArkfeld Wealth Strategies, L.L.C.102+21.1 %71 %12621,08044,5🔍 🎯 🏛️ 🏆
HONEYWELL INTERNATIONAL INCHONEYWELL INTERNATIONAL INCHONIndustrie & Transport20,095051,0—
Trellis Wealth Advisors LLCHONEYWELL INTERNATIONAL INCHONIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310051,0🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCHONEYWELL INTERNATIONAL INCHONIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,14051,0🔍 🎯 🏛️ 🏆
MCDONALDS CORPMCDONALDS CORPMCDZyklischer Konsum20,239460,8—
Trellis Wealth Advisors LLCMCDONALDS CORPMCDZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2320,0310060,8🔍 🎯 🏛️ 🏆
Adams Asset Advisors, LLCMCDONALDS CORPMCDZyklischer KonsumAdams Asset Advisors, LLC93+21.4 %71 %10120,438760,8🔍 🎯 🏛️ 🏆
Honeywell Aerospace Inc.Honeywell Aerospace Inc.HONAIndustrie & Transport20,065065,2—
Trellis Wealth Advisors LLCHoneywell Aerospace Inc.HONAIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210065,2🔍 🎯 🏛️ 🏆
Provident Wealth Management, LLCHoneywell Aerospace Inc.HONAIndustrie & TransportProvident Wealth Management, LLC145+19.9 %63 %4920,10065,2🔍 🎯 🏛️ 🏆
MCKESSON CORPMCKESSON CORPMCKGesundheit20,0210060,1—
Trellis Wealth Advisors LLCMCKESSON CORPMCKGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2320,0210060,1🔍 🎯 🏛️ 🏆
Columbus Macro, LLCMCKESSON CORPMCKGesundheitColumbus Macro, LLC137+19.9 %77 %16220,0210060,1🔍 🎯 🏛️ 🏆
RTX CorpRTX CorpRTXIndustrie & Transport20,035058,9—
Trellis Wealth Advisors LLCRTX CorpRTXIndustrie & TransportTrellis Wealth Advisors LLC59+23.8 %78 %2320,0110058,9🔍 🎯 🏛️ 🏆
Mokosak Advisory Group, LLCRTX CorpRTXIndustrie & TransportMokosak Advisory Group, LLC141+19.9 %73 %2220,06058,9🔍 🎯 🏛️ 🏆
Marathon Petroleum CorpMarathon Petroleum CorpMPCEnergie20,085053,4—
Talbot Financial, LLCMarathon Petroleum CorpMPCEnergieTalbot Financial, LLC76+22.3 %73 %9220,02053,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCMarathon Petroleum CorpMPCEnergieOrca Wealth Management, LLC143+19.9 %73 %6320,1510053,4🔍 🎯 🏛️ 🏆
AMAZON COM INCAMAZON COM INCAMZNZyklischer Konsum20,1010070,4—
KEATING INVESTMENT COUNSELORS INCAMAZON COM INCAMZNZyklischer KonsumKEATING INVESTMENT COUNSELORS INC130+20.1 %78 %11220,0510070,4🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCAMAZON COM INCAMZNZyklischer KonsumOrca Wealth Management, LLC143+19.9 %73 %6320,1510070,4🔍 🎯 🏛️ 🏆
Palantir Technologies Inc.Palantir Technologies Inc.PLTRTechnologie20,115047,0—
Mokosak Advisory Group, LLCPalantir Technologies Inc.PLTRTechnologieMokosak Advisory Group, LLC141+19.9 %73 %2220,07047,0🔍 🎯 🏛️ 🏆
Orca Wealth Management, LLCPalantir Technologies Inc.PLTRTechnologieOrca Wealth Management, LLC143+19.9 %73 %6320,1410047,0🔍 🎯 🏛️ 🏆
Elicio Therapeutics, Inc.Elicio Therapeutics, Inc.ELTXGesundheit10,3810036,2—
SHAH CAPITAL MANAGEMENTElicio Therapeutics, Inc.ELTXGesundheitSHAH CAPITAL MANAGEMENT13+31.8 %65 %2010,3810036,2🔍 🎯 🏛️ 🏆
Cheniere Energy, Inc.Cheniere Energy, Inc.LNGEnergie10,4910063,4—
ADAMS NATURAL RESOURCES FUND, INC.Cheniere Energy, Inc.LNGEnergieADAMS NATURAL RESOURCES FUND, INC.32+27.2 %79 %7610,4910063,4🔍 🎯 🏛️ 🏆
MURPHY OIL CORPMURPHY OIL CORPMUREnergie10,0210069,9—
FOUNDATION RESOURCE MANAGEMENT INCMURPHY OIL CORPMUREnergieFOUNDATION RESOURCE MANAGEMENT INC39+26.3 %81 %6710,0210069,9🔍 🎯 🏛️ 🏆
CONSTELLATION BRANDS, INC.CONSTELLATION BRANDS, INC.STZBasiskonsum16,1510067,7—
Ranmore Fund Management LtdCONSTELLATION BRANDS, INC.STZBasiskonsumRanmore Fund Management Ltd40+26.2 %81 %2116,1510067,7🔍 🎯 🏛️ 🏆
DECKERS OUTDOOR CORPDECKERS OUTDOOR CORPDECKZyklischer Konsum13,7710058,2—
Ranmore Fund Management LtdDECKERS OUTDOOR CORPDECKZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %2113,7710058,2🔍 🎯 🏛️ 🏆
Booking Holdings Inc.Booking Holdings Inc.BKNGZyklischer Konsum13,6210073,4—
Ranmore Fund Management LtdBooking Holdings Inc.BKNGZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %2113,6210073,4🔍 🎯 🏛️ 🏆
On Holding AGOn Holding AGONONZyklischer Konsum13,5810046,1—
Ranmore Fund Management LtdOn Holding AGONONZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %2113,5810046,1🔍 🎯 🏛️ 🏆
LENNAR CORP /NEW/LENNAR CORP /NEW/LENZyklischer Konsum13,4910048,4—
Ranmore Fund Management LtdLENNAR CORP /NEW/LENZyklischer KonsumRanmore Fund Management Ltd40+26.2 %81 %2113,4910048,4🔍 🎯 🏛️ 🏆
TIM S.A.TIM S.A.TIMBKommunikation & Medien12,1310045,9—
Ranmore Fund Management LtdTIM S.A.TIMBKommunikation & MedienRanmore Fund Management Ltd40+26.2 %81 %2112,1310045,9🔍 🎯 🏛️ 🏆
MAXIMUS, INC.MAXIMUS, INC.MMSTechnologie11,7210071,8—
Ranmore Fund Management LtdMAXIMUS, INC.MMSTechnologieRanmore Fund Management Ltd40+26.2 %81 %2111,7210071,8🔍 🎯 🏛️ 🏆
AMDOCS LTDAMDOCS LTDDOXTechnologie11,2710073,7—
Ranmore Fund Management LtdAMDOCS LTDDOXTechnologieRanmore Fund Management Ltd40+26.2 %81 %2111,2710073,7🔍 🎯 🏛️ 🏆
UNITED BREWERIES CO INCUNITED BREWERIES CO INCCCUBasiskonsum10,8110051,0—
Ranmore Fund Management LtdUNITED BREWERIES CO INCCCUBasiskonsumRanmore Fund Management Ltd40+26.2 %81 %2110,8110051,0🔍 🎯 🏛️ 🏆
ALBEMARLE CORPALBEMARLE CORPALBRohstoffe10,2310046,7—
PING CAPITAL MANAGEMENT, INC.ALBEMARLE CORPALBRohstoffePING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,2310046,7🔍 🎯 🏛️ 🏆
American Airlines Group Inc.American Airlines Group Inc.AALIndustrie & Transport10,1510039,1—
PING CAPITAL MANAGEMENT, INC.American Airlines Group Inc.AALIndustrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,1510039,1🔍 🎯 🏛️ 🏆
KONINKLIJKE PHILIPS NVKONINKLIJKE PHILIPS NVPHGGesundheit10,1510060,5—
PING CAPITAL MANAGEMENT, INC.KONINKLIJKE PHILIPS NVPHGGesundheitPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,1510060,5🔍 🎯 🏛️ 🏆
ALASKA AIR GROUP, INC.ALASKA AIR GROUP, INC.ALKIndustrie & Transport10,0810036,9—
PING CAPITAL MANAGEMENT, INC.ALASKA AIR GROUP, INC.ALKIndustrie & TransportPING CAPITAL MANAGEMENT, INC.41+26.1 %76 %6810,0810036,9🔍 🎯 🏛️ 🏆
BRISTOL MYERS SQUIBB COBRISTOL MYERS SQUIBB COBMYGesundheit10,13071,5—
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.BRISTOL MYERS SQUIBB COBMYGesundheitPPS&V ASSET MANAGEMENT CONSULTANTS, INC.45+25.5 %71 %2110,13071,5🔍 🎯 🏛️ 🏆
Global Net Lease, Inc.Global Net Lease, Inc.GNLImmobilien10,09047,4—
Blankinship & Foster, LLCGlobal Net Lease, Inc.GNLImmobilienBlankinship & Foster, LLC51+25.0 %78 %8910,09047,4🔍 🎯 🏛️ 🏆
KINROSS GOLD CORPKINROSS GOLD CORPKGCRohstoffe10,09050,0—
Blankinship & Foster, LLCKINROSS GOLD CORPKGCRohstoffeBlankinship & Foster, LLC51+25.0 %78 %8910,09050,0🔍 🎯 🏛️ 🏆
Kraft Heinz CoKraft Heinz CoKHCBasiskonsum12,60054,3—
Corecam Pte. Ltd.Kraft Heinz CoKHCBasiskonsumCorecam Pte. Ltd.52+24.9 %72 %2512,60054,3🔍 🎯 🏛️ 🏆
Alphabet Inc.Alphabet Inc.GOOGLKommunikation & Medien11,46072,6—
Corecam Pte. Ltd.Alphabet Inc.GOOGLKommunikation & MedienCorecam Pte. Ltd.52+24.9 %72 %2511,46072,6🔍 🎯 🏛️ 🏆
Moderna, Inc.Moderna, Inc.MRNAGesundheit10,07027,5—
Halter Ferguson Financial Inc.Moderna, Inc.MRNAGesundheitHalter Ferguson Financial Inc.55+24.0 %68 %3110,07027,5🔍 🎯 🏛️ 🏆
TYSON FOODS, INC.TYSON FOODS, INC.TSNBasiskonsum10,1610056,5—
Trellis Wealth Advisors LLCTYSON FOODS, INC.TSNBasiskonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,1610056,5🔍 🎯 🏛️ 🏆
HOME DEPOT, INC.HOME DEPOT, INC.HDZyklischer Konsum10,0810063,5—
Trellis Wealth Advisors LLCHOME DEPOT, INC.HDZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0810063,5🔍 🎯 🏛️ 🏆
CHEVRON CORPCHEVRON CORPCVXEnergie10,0710036,6—
Trellis Wealth Advisors LLCCHEVRON CORPCVXEnergieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0710036,6🔍 🎯 🏛️ 🏆
JOHNSON & JOHNSONJOHNSON & JOHNSONJNJGesundheit10,0710056,9—
Trellis Wealth Advisors LLCJOHNSON & JOHNSONJNJGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0710056,9🔍 🎯 🏛️ 🏆
AMERICAN EXPRESS COAMERICAN EXPRESS COAXPFinanzen10,0610067,3—
Trellis Wealth Advisors LLCAMERICAN EXPRESS COAXPFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0610067,3🔍 🎯 🏛️ 🏆
INTUITIVE SURGICAL INCINTUITIVE SURGICAL INCISRGGesundheit10,0510048,1—
Trellis Wealth Advisors LLCINTUITIVE SURGICAL INCISRGGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0510048,1🔍 🎯 🏛️ 🏆
SoFi Technologies, Inc.SoFi Technologies, Inc.SOFIFinanzen10,0510024,5—
Trellis Wealth Advisors LLCSoFi Technologies, Inc.SOFIFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0510024,5🔍 🎯 🏛️ 🏆
VISA INC.VISA INC.VFinanzen10,0310067,1—
Trellis Wealth Advisors LLCVISA INC.VFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0310067,1🔍 🎯 🏛️ 🏆
Coupang, Inc.Coupang, Inc.CPNGZyklischer Konsum10,0210035,8—
Trellis Wealth Advisors LLCCoupang, Inc.CPNGZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210035,8🔍 🎯 🏛️ 🏆
SHOPIFY INC.SHOPIFY INC.SHOPTechnologie10,0210039,0—
Trellis Wealth Advisors LLCSHOPIFY INC.SHOPTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210039,0🔍 🎯 🏛️ 🏆
AMERIPRISE FINANCIAL INCAMERIPRISE FINANCIAL INCAMPFinanzen10,0210065,9—
Trellis Wealth Advisors LLCAMERIPRISE FINANCIAL INCAMPFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210065,9🔍 🎯 🏛️ 🏆
GILEAD SCIENCES, INC.GILEAD SCIENCES, INC.GILDGesundheit10,0210060,3—
Trellis Wealth Advisors LLCGILEAD SCIENCES, INC.GILDGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210060,3🔍 🎯 🏛️ 🏆
3M CO3M COMMMRohstoffe10,0210073,7—
Trellis Wealth Advisors LLC3M COMMMRohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210073,7🔍 🎯 🏛️ 🏆
SL GREEN REALTY CORPSL GREEN REALTY CORPSLGImmobilien10,0210056,0—
Trellis Wealth Advisors LLCSL GREEN REALTY CORPSLGImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210056,0🔍 🎯 🏛️ 🏆
Uber Technologies, IncUber Technologies, IncUBERKommunikation & Medien10,0210064,0—
Trellis Wealth Advisors LLCUber Technologies, IncUBERKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0210064,0🔍 🎯 🏛️ 🏆
AMERICAN TOWER CORP /MA/AMERICAN TOWER CORP /MA/AMTImmobilien10,0110050,7—
Trellis Wealth Advisors LLCAMERICAN TOWER CORP /MA/AMTImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110050,7🔍 🎯 🏛️ 🏆
ServiceTitan, Inc.ServiceTitan, Inc.TTANTechnologie10,0110041,4—
Trellis Wealth Advisors LLCServiceTitan, Inc.TTANTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110041,4🔍 🎯 🏛️ 🏆
CoreWeave, Inc.CoreWeave, Inc.CRWVTechnologie10,0110031,6—
Trellis Wealth Advisors LLCCoreWeave, Inc.CRWVTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110031,6🔍 🎯 🏛️ 🏆
Fortune Brands Innovations, Inc.Fortune Brands Innovations, Inc.FBINRohstoffe10,0110048,4—
Trellis Wealth Advisors LLCFortune Brands Innovations, Inc.FBINRohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110048,4🔍 🎯 🏛️ 🏆
SCHWAB CHARLES CORPSCHWAB CHARLES CORPSCHWFinanzen10,0110064,6—
Trellis Wealth Advisors LLCSCHWAB CHARLES CORPSCHWFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110064,6🔍 🎯 🏛️ 🏆
Roblox CorpRoblox CorpRBLXTechnologie10,0110045,9—
Trellis Wealth Advisors LLCRoblox CorpRBLXTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110045,9🔍 🎯 🏛️ 🏆
Coinbase Global, Inc.Coinbase Global, Inc.COINFinanzen10,0110035,2—
Trellis Wealth Advisors LLCCoinbase Global, Inc.COINFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110035,2🔍 🎯 🏛️ 🏆
Figma, Inc.Figma, Inc.FIGTechnologie10,0110039,5—
Trellis Wealth Advisors LLCFigma, Inc.FIGTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110039,5🔍 🎯 🏛️ 🏆
Walt Disney CoWalt Disney CoDISKommunikation & Medien10,0110055,8—
Trellis Wealth Advisors LLCWalt Disney CoDISKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110055,8🔍 🎯 🏛️ 🏆
AT&T INC.AT&T INC.TKommunikation & Medien10,0110057,4—
Trellis Wealth Advisors LLCAT&T INC.TKommunikation & MedienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0110057,4🔍 🎯 🏛️ 🏆
Rivian Automotive, Inc. / DERivian Automotive, Inc. / DERIVNZyklischer Konsum10,0010040,8—
Trellis Wealth Advisors LLCRivian Automotive, Inc. / DERIVNZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010040,8🔍 🎯 🏛️ 🏆
Oportun Financial CorpOportun Financial CorpOPRTFinanzen10,0010064,1—
Trellis Wealth Advisors LLCOportun Financial CorpOPRTFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010064,1🔍 🎯 🏛️ 🏆
Zoetis Inc.Zoetis Inc.ZTSGesundheit10,0010063,6—
Trellis Wealth Advisors LLCZoetis Inc.ZTSGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010063,6🔍 🎯 🏛️ 🏆
Smartbird, Inc.Smartbird, Inc.BIRDZyklischer Konsum10,0010030,1—
Trellis Wealth Advisors LLCSmartbird, Inc.BIRDZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010030,1🔍 🎯 🏛️ 🏆
Hudson Pacific Properties, Inc.Hudson Pacific Properties, Inc.HPPImmobilien10,0010064,5—
Trellis Wealth Advisors LLCHudson Pacific Properties, Inc.HPPImmobilienTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010064,5🔍 🎯 🏛️ 🏆
SIFY TECHNOLOGIES LTDSIFY TECHNOLOGIES LTDSIFYTechnologie10,0010055,2—
Trellis Wealth Advisors LLCSIFY TECHNOLOGIES LTDSIFYTechnologieTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010055,2🔍 🎯 🏛️ 🏆
Vipshop Holdings LtdVipshop Holdings LtdVIPSZyklischer Konsum10,0010046,8—
Trellis Wealth Advisors LLCVipshop Holdings LtdVIPSZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010046,8🔍 🎯 🏛️ 🏆
Yatsen Holding LtdYatsen Holding LtdYSGBasiskonsum10,0010049,2—
Trellis Wealth Advisors LLCYatsen Holding LtdYSGBasiskonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010049,2🔍 🎯 🏛️ 🏆
Solventum CorpSolventum CorpSOLVGesundheit10,0010071,4—
Trellis Wealth Advisors LLCSolventum CorpSOLVGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010071,4🔍 🎯 🏛️ 🏆
loanDepot, Inc.loanDepot, Inc.LDIFinanzen10,0010022,0—
Trellis Wealth Advisors LLCloanDepot, Inc.LDIFinanzenTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010022,0🔍 🎯 🏛️ 🏆
MasterBrand, Inc.MasterBrand, Inc.MBCZyklischer Konsum10,0010050,9—
Trellis Wealth Advisors LLCMasterBrand, Inc.MBCZyklischer KonsumTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010050,9🔍 🎯 🏛️ 🏆
Solstice Advanced Materials Inc.Solstice Advanced Materials Inc.SOLSRohstoffe10,0010063,8—
Trellis Wealth Advisors LLCSolstice Advanced Materials Inc.SOLSRohstoffeTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010063,8🔍 🎯 🏛️ 🏆
Surgery Partners, Inc.Surgery Partners, Inc.SGRYGesundheit10,0010048,9—
Trellis Wealth Advisors LLCSurgery Partners, Inc.SGRYGesundheitTrellis Wealth Advisors LLC59+23.8 %78 %2310,0010048,9🔍 🎯 🏛️ 🏆
PPL CorpPPL CorpPPLVersorger12,31052,3—
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VALERO ENERGY CORP/TXVALERO ENERGY CORP/TXVLOEnergie10,09054,2—
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Prairie Operating Co.Prairie Operating Co.PROPEnergie12,11053,7—
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PFIZER INCPFIZER INCPFEGesundheit10,04061,0—
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CATERPILLAR INCCATERPILLAR INCCATIndustrie & Transport10,16058,0—
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RAYONIER INCRAYONIER INCRYNImmobilien10,319361,5—
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Blackstone Inc.Blackstone Inc.BXInvestmentvehikel10,1010050,7—
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KKR & Co. Inc.KKR & Co. Inc.KKRInvestmentvehikel10,1010033,3—
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VERTEX PHARMACEUTICALS INC / MAVERTEX PHARMACEUTICALS INC / MAVRTXGesundheit10,23052,8—
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CISCO SYSTEMS, INC.CISCO SYSTEMS, INC.CSCOTechnologie10,14062,9—
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Palo Alto Networks IncPalo Alto Networks IncPANWTechnologie10,13055,2—
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Seagate Technology Holdings plcSeagate Technology Holdings plcSTXTechnologie10,11054,9—
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Parker-Hannifin CorpParker-Hannifin CorpPHIndustrie & Transport10,10070,8—
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TotalEnergies SETotalEnergies SETTEEnergie10,08058,1—
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COMMERCE BANCSHARES INC /MO/COMMERCE BANCSHARES INC /MO/CBSHFinanzen13,44074,2—
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RB GLOBAL INC.RB GLOBAL INC.RBAZyklischer Konsum10,22047,8—
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O REILLY AUTOMOTIVE INCO REILLY AUTOMOTIVE INCORLYZyklischer Konsum10,12064,6—
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AGILENT TECHNOLOGIES, INC.AGILENT TECHNOLOGIES, INC.ATechnologie10,20058,3—
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BARRICK MINING CORPBARRICK MINING CORPBRohstoffe10,16052,4—
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SK hynix Inc.SK hynix Inc.SKHYTechnologie12,2510035,4—
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WisdomTree, Inc.WisdomTree, Inc.WTInvestmentvehikel10,17057,3—
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COMCAST CORPCOMCAST CORPCMCSAKommunikation & Medien10,4210060,1—
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HORMEL FOODS CORP /DE/HORMEL FOODS CORP /DE/HRLBasiskonsum10,3710052,1—
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CLOROX CO /DE/CLOROX CO /DE/CLXBasiskonsum10,3710055,7—
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HUBBELL INCHUBBELL INCHUBBIndustrie & Transport10,8710056,4—
VIKING FUND MANAGEMENT LLCHUBBELL INCHUBBIndustrie & TransportVIKING FUND MANAGEMENT LLC123+20.2 %73 %23010,8710056,4🔍 🎯 🏛️ 🏆
MICROCHIP TECHNOLOGY INCMICROCHIP TECHNOLOGY INCMCHPTechnologie10,7510046,2—
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T-Mobile US, Inc.T-Mobile US, Inc.TMUSKommunikation & Medien10,4310053,4—
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Fervo Energy CoFervo Energy CoFRVOVersorger10,0710046,1—
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SANFILIPPO JOHN B & SON INCSANFILIPPO JOHN B & SON INCJBSSBasiskonsum10,0510064,7—
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ETHAN ALLEN INTERIORS INCETHAN ALLEN INTERIORS INCETDZyklischer Konsum10,0510060,0—
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Gentherm IncGentherm IncTHRMZyklischer Konsum10,0210054,9—
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APPLIED MATERIALS INC /DEAPPLIED MATERIALS INC /DEAMATTechnologie10,21059,6—
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COCA COLA COCOCA COLA COKOBasiskonsum10,16071,5—
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MARKEL GROUP INC.MARKEL GROUP INC.MKLFinanzen10,14057,1—
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LINDE PLCLINDE PLCLINRohstoffe10,11052,7—
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IRON MOUNTAIN INCIRON MOUNTAIN INCIRMImmobilien10,10054,8—
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AUTOMATIC DATA PROCESSING INCAUTOMATIC DATA PROCESSING INCADPIndustrie & Transport10,09076,6—
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VERIZON COMMUNICATIONS INCVERIZON COMMUNICATIONS INCVZKommunikation & Medien10,08061,0—
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Shell plcShell plcSHELEnergie10,063054,8—
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SKYWORKS SOLUTIONS, INC.SKYWORKS SOLUTIONS, INC.SWKSTechnologie10,0610059,8—
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PEMBINA PIPELINE CORPPEMBINA PIPELINE CORPPBAEnergie10,8910053,5—
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Rexford Industrial Realty, Inc.Rexford Industrial Realty, Inc.REXRImmobilien10,8510054,6—
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South Bow CorpSouth Bow CorpSOBOEnergie10,6910043,5—
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ANALOG DEVICES INCANALOG DEVICES INCADITechnologie10,5210061,9—
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EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrie & Transport10,0310066,1—
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ELI LILLY & CoELI LILLY & CoLLYGesundheit10,10068,2—
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MICROSOFT CORPMICROSOFT CORPMSFTTechnologie10,06067,8—
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CrowdStrike Holdings, Inc.CrowdStrike Holdings, Inc.CRWDTechnologie10,06063,2—
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STIFEL FINANCIAL CORPSTIFEL FINANCIAL CORPSFFinanzen10,4710067,8—
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Tesla, Inc.Tesla, Inc.TSLAZyklischer Konsum10,10062,7—
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Gildan Activewear Inc.Gildan Activewear Inc.GILZyklischer Konsum11,5610043,7—
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STRYKER CORPSTRYKER CORPSYKGesundheit10,6510042,9—
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Natural Grocers by Vitamin Cottage, Inc.Natural Grocers by Vitamin Cottage, Inc.NGVCBasiskonsum10,1110058,2—
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