Investments: SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
3.030.022.202 $+119.710.582 $
+1,3 %
2.922.061.509 $+2.922.061.509 $
BANK OF AMERICA CORP /DE/BAC1.841.011.849 $+19.368.538 $
+1,1 %
1.821.643.311 $+1.821.643.311 $
ALPHA PRO TECH LTDAPT140.538.464 $+29.418.157 $
+26,5 %
111.120.307 $+111.120.307 $
BlackRock, Inc.BLK121.859.056 $+11.393.432 $
+10,3 %
110.465.624 $+110.465.624 $
MICROSOFT CORPMSFT114.959.348 $-6.548.514 $
-5,4 %
121.507.862 $+121.507.862 $
AMAZON COM INCAMZN110.949.169 $+5.958.346 $
+5,7 %
104.990.823 $+104.990.823 $
MICRON TECHNOLOGY INCMU110.364.215 $+40.635.907 $
+58,3 %
69.728.308 $+69.728.308 $
APPFOLIO INCAPPF102.857.275 $+4.547.384 $
+4,6 %
98.309.891 $+98.309.891 $
Mastercard IncMA82.542.028 $+1.263.356 $
+1,6 %
81.278.672 $+81.278.672 $
ELI LILLY & CoLLY77.999.754 $+22.415.144 $
+40,3 %
55.584.610 $+55.584.610 $
MCKESSON CORPMCK48.608.261 $+2.651.614 $
+5,8 %
45.956.647 $+45.956.647 $
Walmart Inc.WMT38.276.120 $+3.548.259 $
+10,2 %
34.727.861 $+34.727.861 $
NEXTERA ENERGY INCNEE2.099.590 $-32.468.801 $
-93,9 %
34.568.391 $+34.568.391 $
ROYAL GOLD INCRGLD25.270.449 $+3.051.801 $
+13,7 %
22.218.648 $+22.218.648 $
Vertiv Holdings CoVRT20.404.822 $+1.252.062 $
+6,5 %
19.152.760 $+19.152.760 $
NVIDIA CORPNVDA16.099.820 $-1.009.703 $
-5,9 %
17.109.523 $+17.109.523 $
ATI INCATI16.563.196 $+4.873.743 $
+41,7 %
11.689.453 $+11.689.453 $
BERKSHIRE HATHAWAY INCBRK-B14.499.762 $+783.788 $
+5,7 %
13.715.974 $+13.715.974 $
MORGAN STANLEYMS11.412.080 $+451.114 $
+4,1 %
10.960.966 $+10.960.966 $
TELEDYNE TECHNOLOGIES INCTDY9.838.810 $-1.062.243 $
-9,7 %
10.901.053 $+10.901.053 $
CHIPOTLE MEXICAN GRILL INCCMG9.841.226 $+9.841.226 $
AMDOCS LTDDOX7.196.891 $-2.528.968 $
-26,0 %
9.725.859 $+9.725.859 $
WELLTOWER INC.WELL9.160.607 $+720.255 $
+8,5 %
8.440.352 $+8.440.352 $
JPMORGAN CHASE & COJPM7.862.535 $+363.932 $
+4,9 %
7.498.603 $+7.498.603 $
Aptiv PLCAPTV7.655.111 $+7.655.111 $
BOSTON SCIENTIFIC CORPBSX7.626.932 $+800.826 $
+11,7 %
6.826.106 $+6.826.106 $
SYSCO CORPSYY6.396.813 $-481.260 $
-7,0 %
6.878.073 $+6.878.073 $
COCA COLA COKO6.775.283 $+661.164 $
+10,8 %
6.114.119 $+6.114.119 $
PRINCIPAL SECURITIES, INC.4.518.861 $+31.977 $
+0,7 %
4.486.884 $+4.486.884 $
Eaton Corp plcETN3.492.211 $-3.778 $
-0,1 %
3.495.989 $+3.495.989 $
CSX CORPCSX3.296.370 $+80.810 $
+2,5 %
3.215.560 $+3.215.560 $
EXXON MOBIL CORPXOM2.732.663 $+83.954 $
+3,2 %
2.648.709 $+2.648.709 $
ORACLE CORPORCL1.577.495 $-649.841 $
-29,2 %
2.227.336 $+2.227.336 $
JOHNSON & JOHNSONJNJ2.213.883 $+180.964 $
+8,9 %
2.032.919 $+2.032.919 $
AMGEN INCAMGN2.081.743 $+315.226 $
+17,8 %
1.766.517 $+1.766.517 $
AGNICO EAGLE MINES LTDAEM1.879.240 $+1.879.240 $
SPS COMMERCE INCSPSC1.855.294 $+104.099 $
+5,9 %
1.751.195 $+1.751.195 $
AT&T INC.T1.561.652 $-232.987 $
-13,0 %
1.794.639 $+1.794.639 $
GENERAL ELECTRIC COGE1.649.146 $+122.367 $
+8,0 %
1.526.779 $+1.526.779 $
CHEVRON CORPCVX1.310.766 $-318.569 $
-19,6 %
1.629.335 $+1.629.335 $
GOLDMAN SACHS GROUP INCGS1.362.285 $+185.329 $
+15,7 %
1.176.956 $+1.176.956 $
TransDigm Group INCTDG1.337.337 $+59.941 $
+4,7 %
1.277.396 $+1.277.396 $
UNITEDHEALTH GROUP INCUNH1.156.253 $-166.542 $
-12,6 %
1.322.795 $+1.322.795 $
RTX CorpRTX1.319.600 $+133.248 $
+11,2 %
1.186.352 $+1.186.352 $
AbbVie Inc.ABBV1.234.175 $-65.899 $
-5,1 %
1.300.074 $+1.300.074 $
Parker-Hannifin CorpPH1.276.672 $+153.315 $
+13,6 %
1.123.357 $+1.123.357 $
PROCTER & GAMBLE CoPG1.166.480 $-94.488 $
-7,5 %
1.260.968 $+1.260.968 $
ISHARES GOLD TRUSTIAU1.223.718 $+198.752 $
+19,4 %
1.024.966 $+1.024.966 $
BOEING COBA1.147.053 $+2.221 $
+0,2 %
1.144.832 $+1.144.832 $
AppLovin CorpAPP966.413 $-39.845 $
-4,0 %
1.006.258 $+1.006.258 $
CATERPILLAR INCCAT997.472 $+260.828 $
+35,4 %
736.644 $+736.644 $
ASML HOLDING NVASML944.686 $+78.129 $
+9,0 %
866.557 $+866.557 $
CITIGROUP INCC864.861 $-59.745 $
-6,5 %
924.606 $+924.606 $
MCDONALDS CORPMCD768.135 $-144.372 $
-15,8 %
912.507 $+912.507 $
ASTRAZENECA PLCAZN897.585 $+104.076 $
+13,1 %
793.509 $+793.509 $
METLIFE INCMET728.144 $-147.696 $
-16,9 %
875.840 $+875.840 $
VICTORY CAPITAL MANAGEMENT INC818.671 $+8.571 $
+1,1 %
810.100 $+810.100 $
AMERICAN EXPRESS COAXP811.538 $+74.285 $
+10,1 %
737.253 $+737.253 $
NETFLIX INCNFLX580.065 $-219.507 $
-27,5 %
799.572 $+799.572 $
Walt Disney CoDIS693.594 $-96.432 $
-12,2 %
790.026 $+790.026 $
FIRST TRUST ADVISORS LP773.634 $+26.642 $
+3,6 %
746.992 $+746.992 $
Constellation Energy CorpCEG756.707 $+33.740 $
+4,7 %
722.967 $+722.967 $
FORD MOTOR COF746.915 $+9.980 $
+1,4 %
736.935 $+736.935 $
INTUITIVE SURGICAL INCISRG241.269 $-502.922 $
-67,6 %
744.191 $+744.191 $
Shell plcSHEL631.584 $-99.766 $
-13,6 %
731.350 $+731.350 $
LOCKHEED MARTIN CORPLMT693.132 $-30.464 $
-4,2 %
723.596 $+723.596 $
DELTA AIR LINES, INC.DAL718.733 $+123.508 $
+20,7 %
595.225 $+595.225 $
BARCLAYS PLCBCS717.893 $+44.822 $
+6,7 %
673.071 $+673.071 $
DEERE & CODE564.321 $-85.819 $
-13,2 %
650.140 $+650.140 $
VERIZON COMMUNICATIONS INCVZ627.181 $-21.931 $
-3,4 %
649.112 $+649.112 $
PALATIN TECHNOLOGIES INCPTNT617.001 $-29.760 $
-4,6 %
646.761 $+646.761 $
PEPSICO INCPEP643.992 $+14.878 $
+2,4 %
629.114 $+629.114 $
PFIZER INCPFE630.669 $+10.829 $
+1,7 %
619.840 $+619.840 $
Galaxy Digital Inc.GLXY573.623 $-19.945 $
-3,4 %
593.568 $+593.568 $
CINTAS CORPCTAS592.971 $+592.971 $
ADVANCED MICRO DEVICES INCAMD585.299 $+174.352 $
+42,4 %
410.947 $+410.947 $
STRYKER CORPSYK517.512 $-31.134 $
-5,7 %
548.646 $+548.646 $
SAP SESAP456.603 $-82.509 $
-15,3 %
539.112 $+539.112 $
PPL CorpPPL489.095 $-28.070 $
-5,4 %
517.165 $+517.165 $
TotalEnergies SETTE513.874 $+46.143 $
+9,9 %
467.731 $+467.731 $
ALBEMARLE CORPALB508.053 $+222.246 $
+77,8 %
285.807 $+285.807 $
KLA CORPKLAC496.793 $+230.172 $
+86,3 %
266.621 $+266.621 $
Booking Holdings Inc.BKNG295.909 $-187.817 $
-38,8 %
483.726 $+483.726 $
Duke Energy CORPDUK423.288 $-49.171 $
-10,4 %
472.459 $+472.459 $
Trane Technologies plcTT240.058 $-230.681 $
-49,0 %
470.739 $+470.739 $
CONOCOPHILLIPSCOP436.508 $-20.958 $
-4,6 %
457.466 $+457.466 $
STARBUCKS CORPSBUX438.351 $+1.252 $
+0,3 %
437.099 $+437.099 $
INTEL CORPINTC436.109 $+63.849 $
+17,2 %
372.260 $+372.260 $
SCHWAB CHARLES CORPSCHW422.924 $+18.766 $
+4,6 %
404.158 $+404.158 $
RYANAIR HOLDINGS PLCRYAAY389.176 $+60.977 $
+18,6 %
328.199 $+328.199 $
TE Connectivity plcTEL388.815 $+13.199 $
+3,5 %
375.616 $+375.616 $
TC ENERGY CORPTRP370.602 $+6.708 $
+1,8 %
363.894 $+363.894 $
EXELON CORPEXC337.997 $-11.744 $
-3,4 %
349.741 $+349.741 $
HEICO CORPHEI288.912 $-56.576 $
-16,4 %
345.488 $+345.488 $
Palo Alto Networks IncPANW300.982 $-35.195 $
-10,5 %
336.177 $+336.177 $
SOUTHERN COSO271.273 $-51.092 $
-15,8 %
322.365 $+322.365 $
CNB FINANCIAL CORP/PACCNE321.394 $+18.071 $
+6,0 %
303.323 $+303.323 $
Accenture plcACN308.009 $+42.330 $
+15,9 %
265.679 $+265.679 $
Bank of New York Mellon CorpBK305.711 $+14.623 $
+5,0 %
291.088 $+291.088 $
CENTERPOINT ENERGY INCCNP301.084 $-3.030 $
-1,0 %
304.114 $+304.114 $
Roblox CorpRBLX297.088 $+297.088 $
KROGER COKR296.081 $+296.081 $
COMCAST CORPCMCSA257.785 $-36.680 $
-12,5 %
294.465 $+294.465 $
MGM Resorts InternationalMGM288.271 $+14.457 $
+5,3 %
273.814 $+273.814 $
PAYCHEX INCPAYX278.222 $+22.440 $
+8,8 %
255.782 $+255.782 $
Medtronic plcMDT248.892 $-25.399 $
-9,3 %
274.291 $+274.291 $
FREEPORT-MCMORAN INCFCX270.948 $+270.948 $
WILLIAMS SONOMA INCWSM234.667 $-22.154 $
-8,6 %
256.821 $+256.821 $
ARES CAPITAL CORPARCC256.683 $+19.616 $
+8,3 %
237.067 $+237.067 $
LINDE PLCLIN250.187 $+250.187 $
Phillips 66PSX233.287 $-15.456 $
-6,2 %
248.743 $+248.743 $
ATMOS ENERGY CORPATO238.873 $-2.055 $
-0,9 %
240.928 $+240.928 $
GLOBAL PAYMENTS INCGPN236.767 $+236.767 $
Public StoragePSA207.600 $-24.058 $
-10,4 %
231.658 $+231.658 $
FEDEX CORPFDX224.599 $+224.599 $
SEMPRASRE217.561 $-1.811 $
-0,8 %
219.372 $+219.372 $
AFLAC INCAFL211.843 $-7.327 $
-3,3 %
219.170 $+219.170 $
Aon plcAON217.374 $-140 $
-0,1 %
217.514 $+217.514 $
BARRICK MINING CORPB211.740 $+211.740 $
YUM BRANDS INCYUM210.083 $-1.438 $
-0,7 %
211.521 $+211.521 $
FISERV INCFISV201.388 $+201.388 $
FS Credit Opportunities Corp.FSCO132.073 $-12.788 $
-8,8 %
144.861 $+144.861 $
PLUG POWER INCPLUG42.596 $-309 $
-0,7 %
42.905 $+42.905 $
3.030.022.202 $+119.710.582 $
+1,3 %
2.922.061.509 $+2.922.061.509 $
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