Investments: OSTERWEIS CAPITAL MANAGEMENT INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Hinweis: Das Quartal Q1/2026 ist möglicherweise noch nicht vollständig gemeldet (Einreichungsfrist bis 15.05.2026). Angezeigte QoQ-Veränderungen können daher unvollständig oder verzerrt sein.
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
2.360.582.883 $+214.435.765 $
+57,2 %
2.213.721.843 $+124.975.135 $
+162.049,7 %
2.087.419.354 $+159.259.807 $
+1.881,0 %
BANK OF AMERICA CORP /DE/BAC1.436.171.135 $+174.969.175 $
+13,9 %
1.261.201.960 $-40.696.105 $
-3,1 %
1.301.898.065 $+36.967.247 $
+2,9 %
ALPHA PRO TECH LTDAPT114.627.830 $+6.171.533 $
+5,7 %
108.456.297 $+21.776.404 $
+25,1 %
86.679.893 $+10.343.462 $
+13,5 %
MICROSOFT CORPMSFT85.418.899 $-13.905.266 $
-14,0 %
99.324.165 $-14.246.307 $
-12,5 %
113.570.472 $+36.902.893 $
+48,1 %
AMAZON COM INCAMZN77.632.383 $-139.530 $
-0,2 %
77.771.913 $+79.991 $
+0,1 %
77.691.922 $+13.999.533 $
+22,0 %
DEXCOM INCDXCM54.132.125 $+54.131.784 $
+15.874.423,5 %
AUTOZONE INCAZO38.415.521 $-11.647.290 $
-23,3 %
50.062.811 $+6.540.627 $
+15,0 %
43.522.184 $-614.557 $
-1,4 %
HAEMONETICS CORPHAE48.205.725 $+485.638 $
+1,0 %
47.720.087 $+674.274 $
+1,4 %
47.045.813 $+447.551 $
+1,0 %
ELI LILLY & CoLLY48.122.022 $+11.511.756 $
+31,4 %
36.610.266 $+27.702.577 $
+311,0 %
8.907.689 $-346.633 $
-3,7 %
JPMORGAN CHASE & COJPM44.786.968 $-94.305 $
-0,2 %
44.881.273 $+3.783.342 $
+9,2 %
41.097.931 $+7.144.486 $
+21,0 %
VAIL RESORTS INCMTN41.724.852 $+10.385.448 $
+33,1 %
31.339.404 $+31.339.404 $
ANALOG DEVICES INCADI41.205.043 $+2.674.369 $
+6,9 %
38.530.674 $+1.034.847 $
+2,8 %
37.495.827 $+5.200.246 $
+16,1 %
BROWN & BROWN, INC.BRO33.931.956 $-5.796.644 $
-14,6 %
39.728.600 $+3.116.810 $
+8,5 %
36.611.790 $-829.965 $
-2,2 %
BOSTON SCIENTIFIC CORPBSX25.694.918 $-2.051.724 $
-7,4 %
27.746.642 $-2.672.730 $
-8,8 %
30.419.372 $+2.239.250 $
+7,9 %
NVIDIA CORPNVDA24.712.556 $-520.337 $
-2,1 %
25.232.893 $+3.961.435 $
+18,6 %
21.271.458 $-15.482.476 $
-42,1 %
BOEING COBA23.601.161 $-435.610 $
-1,8 %
24.036.771 $+898.164 $
+3,9 %
23.138.607 $+4.398.402 $
+23,5 %
SYNOPSYS INCSNPS20.315.859 $-1.534.903 $
-7,0 %
21.850.762 $-806.105 $
-3,6 %
22.656.867 $+22.656.867 $
DEERE & CODE20.268.124 $+1.098.413 $
+5,7 %
19.169.711 $-1.866.520 $
-8,9 %
21.036.231 $+1.686.339 $
+8,7 %
NVR INCNVR19.143.521 $+19.143.521 $
RAMBUS INCRMBS8.184.183 $-7.608.369 $
-48,2 %
15.792.552 $-2.415.376 $
-13,3 %
18.207.928 $+3.384.487 $
+22,8 %
FirstService CorpFSV15.919.118 $-1.528.623 $
-8,8 %
17.447.741 $-485.384 $
-2,7 %
17.933.125 $-608.137 $
-3,3 %
SITIME CorpSITM10.842.227 $-6.402.046 $
-37,1 %
17.244.273 $+6.977.439 $
+68,0 %
10.266.834 $+10.266.834 $
CECO ENVIRONMENTAL CORPCECO13.387.368 $+2.633.730 $
+24,5 %
10.753.638 $+3.578.752 $
+49,9 %
7.174.886 $+7.174.886 $
Magnolia Oil & Gas CorpMGY7.128.413 $-3.612.299 $
-33,6 %
10.740.712 $-2.185.558 $
-16,9 %
12.926.270 $-3.281.481 $
-20,2 %
APPFOLIO INCAPPF12.447.884 $+301.816 $
+2,5 %
12.146.068 $+1.924.940 $
+18,8 %
10.221.128 $-286.032 $
-2,7 %
NOVANTA INCNOVT12.100.688 $+12.100.688 $
NOVARTIS AGNVS12.088.856 $+716.918 $
+6,3 %
11.371.938 $+681.794 $
+6,4 %
10.690.144 $+969.756 $
+10,0 %
LATTICE SEMICONDUCTOR CORPLSCC11.814.373 $+2.119.636 $
+21,9 %
9.694.737 $+9.694.737 $
Vericel CorpVCEL11.630.330 $+1.935.839 $
+20,0 %
9.694.491 $-18.610 $
-0,2 %
9.713.101 $+9.713.101 $
GLAUKOS CorpGKOS11.473.124 $-130.462 $
-1,1 %
11.603.586 $+1.855.799 $
+19,0 %
9.747.787 $+3.927.917 $
+67,5 %
TREX CO INCTREX10.090.944 $+1.699.294 $
+20,2 %
8.391.650 $+8.391.650 $
REPLIGEN CORPRGEN8.952.491 $-796.062 $
-8,2 %
9.748.553 $+489.934 $
+5,3 %
PROCEPT BioRobotics CorpPRCT7.471.121 $-869.097 $
-10,4 %
8.340.218 $-1.372.006 $
-14,1 %
9.712.224 $-409.577 $
-4,0 %
AGILYSYS INCAGYS4.684.673 $-3.367.478 $
-41,8 %
8.052.151 $-718.382 $
-8,2 %
8.770.533 $-568.267 $
-6,1 %
Pebblebrook Hotel TrustPEB8.582.693 $+1.991.845 $
+30,2 %
6.590.848 $+6.590.848 $
VSE CORPVSEC8.372.434 $+8.372.434 $
Twist Bioscience CorpTWST8.148.170 $+8.148.170 $
TWILIO INCTWLO7.853.782 $+7.853.782 $
BIO-TECHNE CorpTECH7.696.457 $-7.939.636 $
-50,8 %
ETSY INCETSY6.942.063 $+77.500 $
+1,1 %
6.864.563 $+193.750 $
+2,9 %
6.670.813 $+65.875 $
+1,0 %
BERKSHIRE HATHAWAY INCBRK-B6.691.883 $+78.894 $
+1,2 %
6.612.989 $+178.726 $
+2,8 %
6.434.263 $-897.222 $
-12,2 %
Silicon Motion Technology CORPSIMO5.222.255 $+1.623.267 $
+45,1 %
3.598.988 $+3.598.988 $
FORD MOTOR COF3.048.000 $+76.500 $
+2,6 %
2.971.500 $+26.498 $
+0,9 %
PROCTER & GAMBLE CoPG2.457.193 $-222.002 $
-8,3 %
2.679.195 $-117.667 $
-4,2 %
2.796.862 $-90.735 $
-3,1 %
FAIR ISAAC CORPFICO2.184.281 $+241.785 $
+12,4 %
1.942.496 $-432.024 $
-18,2 %
2.374.520 $-284.759 $
-10,7 %
PALATIN TECHNOLOGIES INCPTNT1.635.656 $-50.270 $
-3,0 %
1.685.926 $+398.793 $
+31,0 %
1.287.133 $+399.498 $
+45,0 %
EXXON MOBIL CORPXOM1.299.312 $+10.015 $
+0,8 %
1.289.297 $-198.882 $
-13,4 %
1.488.179 $+225.499 $
+17,9 %
AbbVie Inc.ABBV857.066 $-7.504 $
-0,9 %
864.570 $-163.765 $
-15,9 %
1.028.335 $+122.999 $
+13,6 %
JOHNSON & JOHNSONJNJ933.344 $+111.748 $
+13,6 %
821.596 $+144.761 $
+21,4 %
676.835 $-481.723 $
-41,6 %
AMERICAN EXPRESS COAXP564.174 $+57.630 $
+11,4 %
506.544 $+148.329 $
+41,4 %
358.215 $+126.025 $
+54,3 %
ORACLE CORPORCL374.032 $-144.856 $
-27,9 %
518.888 $+115.516 $
+28,6 %
403.372 $+143.325 $
+55,1 %
BERKLEY W R CORPWRB443.930 $-41.151 $
-8,5 %
485.081 $+19.942 $
+4,3 %
465.139 $+88.703 $
+23,6 %
MORGAN STANLEYMS404.413 $-6.181 $
-1,5 %
410.594 $+67.882 $
+19,8 %
342.712 $+272.477 $
+388,0 %
Walt Disney CoDIS182.032 $-117.958 $
-39,3 %
299.990 $-67.700 $
-18,4 %
367.690 $+72.577 $
+24,6 %
Walmart Inc.WMT342.252 $+57.085 $
+20,0 %
285.167 $+14.610 $
+5,4 %
270.557 $+224.906 $
+492,7 %
FISERV INCFISV43.325 $-149.554 $
-77,5 %
192.879 $-123.666 $
-39,1 %
316.545 $+25.491 $
+8,8 %
RTX CorpRTX298.025 $+20.592 $
+7,4 %
277.433 $+35.332 $
+14,6 %
242.101 $+155.605 $
+179,9 %
KLA CORPKLAC264.887 $+29.752 $
+12,7 %
235.135 $+39.864 $
+20,4 %
195.271 $+195.271 $
INTUITIVE SURGICAL INCISRG225.411 $+60.830 $
+37,0 %
164.581 $-35.394 $
-17,7 %
199.975 $+199.975 $
HEICO CORPHEI171.826 $+409 $
+0,2 %
171.417 $-48.671 $
-22,1 %
220.088 $+40.804 $
+22,8 %
NETFLIX INCNFLX173.456 $-41.151 $
-19,2 %
214.607 $+15.077 $
+7,6 %
199.530 $+101.614 $
+103,8 %
GENERAL DYNAMICS CORPGD199.976 $-2.578 $
-1,3 %
202.554 $+29.308 $
+16,9 %
173.246 $+173.246 $
CHEVRON CORPCVX122.386 $+26.416 $
+27,5 %
95.970 $-99.198 $
-50,8 %
195.168 $+165.892 $
+566,6 %
FASTENAL COFAST158.835 $-35.265 $
-18,2 %
194.100 $+27.864 $
+16,8 %
166.236 $+12.377 $
+8,0 %
MCKESSON CORPMCK190.307 $+15.713 $
+9,0 %
174.594 $+8.986 $
+5,4 %
165.608 $+165.608 $
SOUTHERN COSO172.743 $-14.996 $
-8,0 %
187.739 $+5.824 $
+3,2 %
181.915 $+180.536 $
+13.091,8 %
AT&T INC.T154.853 $-21.195 $
-12,0 %
176.048 $-4.364 $
-2,4 %
180.412 $+176.453 $
+4.457,0 %
Booking Holdings Inc.BKNG139.239 $-28.138 $
-16,8 %
167.377 $-12.089 $
-6,7 %
179.466 $+179.466 $
Duke Energy CORPDUK163.508 $-9.123 $
-5,3 %
172.631 $+8.021 $
+4,9 %
164.610 $+163.390 $
+13.392,6 %
Parker-Hannifin CorpPH164.366 $+22.592 $
+15,9 %
141.774 $+11.160 $
+8,5 %
130.614 $+130.614 $
Palo Alto Networks IncPANW139.992 $-14.759 $
-9,5 %
154.751 $+40.153 $
+35,0 %
114.598 $+113.745 $
+13.334,7 %
CITIGROUP INCC153.331 $+58.428 $
+61,6 %
94.903 $+15.316 $
+19,2 %
79.587 $+77.457 $
+3.636,5 %
CONOCOPHILLIPSCOP47.835 $-7.311 $
-13,3 %
55.146 $-96.156 $
-63,6 %
151.302 $+151.302 $
Bank of New York Mellon CorpBK139.192 $+8.549 $
+6,5 %
130.643 $+21.402 $
+19,6 %
109.241 $+108.402 $
+12.920,4 %
LAM RESEARCH CORPLRCX136.259 $+29.675 $
+27,8 %
106.584 $+29.101 $
+37,6 %
77.483 $+76.392 $
+7.002,0 %
MCDONALDS CORPMCD95.968 $-27.715 $
-22,4 %
123.683 $+4.770 $
+4,0 %
118.913 $+117.351 $
+7.512,9 %
CHIPOTLE MEXICAN GRILL INCCMG102.137 $+100.882 $
+8.038,4 %
AGNICO EAGLE MINES LTDAEM100.192 $+100.192 $
NASDAQ, INC.NDAQ97.130 $+8.680 $
+9,8 %
88.450 $-970 $
-1,1 %
89.420 $+89.041 $
+23.493,7 %
RBC Bearings INCRBC95.067 $+95.067 $
Vertiv Holdings CoVRT93.804 $+6.456 $
+7,4 %
87.348 $+12.999 $
+17,5 %
74.349 $+74.349 $
STARBUCKS CORPSBUX57.951 $-26.349 $
-31,3 %
84.300 $-7.414 $
-8,1 %
MERCADOLIBRE INCMELI75.795 $+75.795 $
COCA COLA COKO60.962 $-2.440 $
-3,8 %
63.402 $-11.805 $
-15,7 %
75.207 $+63.461 $
+540,3 %
MICRON TECHNOLOGY INCMU63.646 $+26.334 $
+70,6 %
37.312 $+28.315 $
+314,7 %
8.997 $+1.785 $
+24,8 %
SPS COMMERCE INCSPSC63.013 $+6.493 $
+11,5 %
56.520 $+8.052 $
+16,6 %
48.468 $+48.468 $
EQUIFAX INCEFX45.566 $-8.305 $
-15,4 %
53.871 $-597 $
-1,1 %
54.468 $+3.320 $
+6,5 %
EQT CorpEQT49.366 $-764 $
-1,5 %
50.130 $-3.583 $
-6,7 %
53.713 $+53.179 $
+9.958,6 %
CATERPILLAR INCCAT52.131 $+52.131 $
ASTRAZENECA PLCAZN51.481 $+51.481 $
INSULET CORPPODD46.331 $-3.992 $
-7,9 %
50.323 $-888 $
-1,7 %
51.211 $+51.211 $
CUMMINS INCCMI48.493 $+8.368 $
+20,9 %
40.125 $+9.012 $
+29,0 %
31.113 $+31.113 $
GARTNER INCIT48.102 $+48.102 $
CDW CorpCDW29.555 $-5.009 $
-14,5 %
34.564 $-12.227 $
-26,1 %
46.791 $+46.791 $
TransUnionTRU42.560 $-2.144 $
-4,8 %
44.704 $+44.704 $
IDACORP INCIDA44.549 $+44.549 $
ESCO TECHNOLOGIES INCESE40.055 $-3.223 $
-7,4 %
43.278 $+3.945 $
+10,0 %
39.333 $+39.333 $
Liberty Media CorpFWONA41.322 $-12 $
-0,0 %
41.334 $+41.334 $
AramarkARMK36.787 $-3.324 $
-8,3 %
40.111 $+40.111 $
ALIGN TECHNOLOGY INCALGN32.948 $+6.527 $
+24,7 %
26.421 $-13.528 $
-33,9 %
39.949 $+6.430 $
+19,2 %
GRIFFON CORPGFF37.709 $-1.280 $
-3,3 %
38.989 $+1.936 $
+5,2 %
37.053 $+37.053 $
AMGEN INCAMGN38.295 $+5.278 $
+16,0 %
33.017 $+349 $
+1,1 %
32.668 $-5.341 $
-14,1 %
GOLDMAN SACHS GROUP INCGS37.797 $+37.797 $
BP PLCBP36.710 $+36.710 $
Snap IncSNAP32.280 $+1.440 $
+4,7 %
30.840 $-3.920 $
-11,3 %
34.760 $-80 $
-0,2 %
3M COMMM34.422 $+1.058 $
+3,2 %
33.364 $+32.630 $
+4.445,5 %
AAR CORPAIR34.344 $+7.997 $
+30,4 %
26.347 $+26.347 $
AZZ INCAZZ33.547 $-611 $
-1,8 %
34.158 $+4.586 $
+15,5 %
29.572 $+29.572 $
HUBSPOT INCHUBS28.536 $-5.418 $
-16,0 %
33.954 $+33.954 $
AppLovin CorpAPP30.996 $-2.057 $
-6,2 %
33.053 $+16.949 $
+105,2 %
16.104 $+16.104 $
PEPSICO INCPEP33.010 $+709 $
+2,2 %
32.301 $+1.932 $
+6,4 %
30.369 $-6.366 $
-17,3 %
ADVANCED MICRO DEVICES INCAMD32.124 $+7.855 $
+32,4 %
24.269 $+22.214 $
+1.081,0 %
AMEREN CORPAEE32.045 $+2.561 $
+8,7 %
29.484 $+28.982 $
+5.773,3 %
Sony Group CorpSONY27.597 $+27.597 $
STIFEL FINANCIAL CORPSF26.547 $+2.491 $
+10,4 %
24.056 $+2.055 $
+9,3 %
22.001 $+22.001 $
NEXTERA ENERGY INCNEE26.492 $+1.580 $
+6,3 %
24.912 $+2.003 $
+8,7 %
22.909 $+20.428 $
+823,4 %
UNILEVER PLCUL23.253 $+23.253 $
SCHWAB CHARLES CORPSCHW22.580 $+21.014 $
+1.341,9 %
Mastercard IncMA22.264 $+16.783 $
+306,2 %
UFP INDUSTRIES INCUFPI19.633 $-1.233 $
-5,9 %
20.866 $+20.866 $
SUNCOR ENERGY INCSU19.385 $+19.385 $
STRYKER CORPSYK18.979 $+18.979 $
PACCAR INCPCAR17.631 $+17.144 $
+3.520,3 %
BARCLAYS PLCBCS17.484 $+17.484 $
Shell plcSHEL14.769 $+14.769 $
Lloyds Banking Group plcLYG13.420 $+13.420 $
COPART INCCPRT11.692 $-1.066 $
-8,4 %
12.758 $-2.521 $
-16,5 %
POOL CORPPOOL9.379 $-3.334 $
-26,2 %
12.713 $+762 $
+6,4 %
11.951 $-1.101 $
-8,4 %
GSK plcGSK11.917 $+11.917 $
ROPER TECHNOLOGIES INCROP11.904 $+11.904 $
Solventum CorpSOLV3.869 $+3.869 $
AMERISAFE INCAMSF351 $-2.579 $
-88,0 %
2.930 $+2.930 $
Paramount Skydance CorpPSKY2.100 $+2.100 $
2.360.582.883 $+214.435.765 $
+57,2 %
2.213.721.843 $+124.975.135 $
+162.049,7 %
2.087.419.354 $+159.259.807 $
+1.881,0 %
Erweitert ×