Investments: PINKERTON WEALTH, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
793.535.093 $+58.022.907 $
+2,2 %
752.460.214 $+88.801.227 $
+32,5 %
676.735.537 $+135.802.714 $
+19,7 %
BANK OF AMERICA CORP /DE/BAC515.569.352 $+20.851.463 $
+4,2 %
494.717.889 $+34.685.145 $
+7,5 %
460.032.744 $+95.587.246 $
+26,2 %
SPS COMMERCE INCSPSC54.220.756 $+2.677.961 $
+5,2 %
51.542.795 $+10.416.656 $
+25,3 %
41.126.139 $+5.248.387 $
+14,6 %
BlackRock, Inc.BLK13.525.762 $+434.212 $
+3,3 %
13.091.550 $-514.875 $
-3,8 %
13.606.425 $+6.843.655 $
+101,2 %
RTX CorpRTX11.370.533 $+377.532 $
+3,4 %
10.993.001 $+1.439.819 $
+15,1 %
9.553.182 $+753.593 $
+8,6 %
MICROSOFT CORPMSFT10.716.518 $-646.915 $
-5,7 %
11.363.433 $+1.020.366 $
+9,9 %
10.343.067 $+2.523.171 $
+32,3 %
ALPHA PRO TECH LTDAPT8.926.899 $+4.582.371 $
+105,5 %
4.344.528 $+1.591.003 $
+57,8 %
2.753.525 $+474.454 $
+20,8 %
APPFOLIO INCAPPF7.257.550 $-564.999 $
-7,2 %
7.822.549 $+1.309.539 $
+20,1 %
6.513.010 $-602.165 $
-8,5 %
JPMORGAN CHASE & COJPM6.984.048 $-30.479 $
-0,4 %
7.014.527 $+716.224 $
+11,4 %
6.298.303 $+850.832 $
+15,6 %
CITIGROUP INCC6.940.738 $+163.481 $
+2,4 %
6.777.257 $+602.017 $
+9,7 %
6.175.240 $+1.075.199 $
+21,1 %
AbbVie Inc.ABBV6.662.400 $-141.561 $
-2,1 %
6.803.961 $+1.730.091 $
+34,1 %
5.073.870 $-432.325 $
-7,9 %
Walmart Inc.WMT6.575.021 $+227.407 $
+3,6 %
6.347.614 $+567.978 $
+9,8 %
5.779.636 $+435.014 $
+8,1 %
ASTRAZENECA PLCAZN6.438.148 $+1.006.206 $
+18,5 %
5.431.942 $+830.721 $
+18,1 %
4.601.221 $-100.177 $
-2,1 %
3M COMMM6.008.594 $-14.791 $
-0,2 %
6.023.385 $+251.374 $
+4,4 %
5.772.011 $+2.308 $
+0,0 %
EXXON MOBIL CORPXOM5.961.840 $+393.783 $
+7,1 %
5.568.057 $+622.000 $
+12,6 %
4.946.057 $-358.712 $
-6,8 %
Phillips 66PSX5.585.900 $-314.670 $
-5,3 %
5.900.570 $+1.131.001 $
+23,7 %
4.769.569 $+207.892 $
+4,6 %
AMGEN INCAMGN5.853.935 $+780.991 $
+15,4 %
5.072.944 $+570.534 $
+12,7 %
4.502.410 $-325.104 $
-6,7 %
Bank of New York Mellon CorpBK5.655.070 $+312.723 $
+5,9 %
5.342.347 $+833.709 $
+18,5 %
4.508.638 $+127.823 $
+2,9 %
GENUINE PARTS COGPC4.970.628 $-611.076 $
-10,9 %
5.581.704 $+1.062.794 $
+23,5 %
4.518.910 $+328.378 $
+7,8 %
BERKSHIRE HATHAWAY INCBRK-B5.566.346 $+167.924 $
+3,1 %
5.398.422 $+667.022 $
+14,1 %
4.731.400 $-143.305 $
-2,9 %
METLIFE INCMET5.286.145 $-215.844 $
-3,9 %
5.501.989 $+568.287 $
+11,5 %
4.933.702 $+143.360 $
+3,0 %
UNITED PARCEL SERVICE INCUPS5.414.719 $+875.787 $
+19,3 %
4.538.932 $+462.266 $
+11,3 %
4.076.666 $+241.318 $
+6,3 %
CHEVRON CORPCVX5.317.874 $-59.828 $
-1,1 %
5.377.702 $+782.960 $
+17,0 %
4.594.742 $-444.788 $
-8,8 %
UNILEVER PLCUL5.176.541 $-88.739 $
-1,7 %
5.265.280 $+195.084 $
+3,8 %
5.070.196 $+157.204 $
+3,2 %
MCDONALDS CORPMCD5.264.053 $+63.816 $
+1,2 %
5.200.237 $+642.398 $
+14,1 %
4.557.839 $-158.615 $
-3,4 %
AMAZON COM INCAMZN5.154.672 $+415.912 $
+8,8 %
4.738.760 $+540.294 $
+12,9 %
4.198.466 $+728.124 $
+21,0 %
WESTERN DIGITAL CORPWDC4.272.124 $-770.636 $
-15,3 %
5.042.760 $+5.042.760 $
CONOCOPHILLIPSCOP5.039.817 $+51.732 $
+1,0 %
4.988.085 $+839.650 $
+20,2 %
4.148.435 $-241.069 $
-5,5 %
PROCTER & GAMBLE CoPG4.794.183 $-80.446 $
-1,7 %
4.874.629 $+419.056 $
+9,4 %
4.455.573 $-160.039 $
-3,5 %
LAM RESEARCH CORPLRCX4.458.725 $+4.458.725 $
MICRON TECHNOLOGY INCMU4.458.390 $+4.458.390 $
ANALOG DEVICES INCADI4.452.912 $+523.007 $
+13,3 %
3.929.905 $+622.565 $
+18,8 %
3.307.340 $+549.193 $
+19,9 %
NVIDIA CORPNVDA701.987 $-3.314.334 $
-82,5 %
4.016.321 $+3.460.670 $
+622,8 %
555.651 $+173.828 $
+45,5 %
PALATIN TECHNOLOGIES INCPTNT3.967.913 $+148.403 $
+3,9 %
3.819.510 $+425.960 $
+12,6 %
3.393.550 $+3.393.550 $
INTEL CORPINTC3.922.839 $+3.922.839 $
ORACLE CORPORCL3.636.433 $+3.636.433 $
KLA CORPKLAC3.548.034 $+3.548.034 $
ADVANCED MICRO DEVICES INCAMD3.514.151 $+295.986 $
+9,2 %
3.218.165 $+3.218.165 $
CATERPILLAR INCCAT3.493.361 $+3.493.361 $
GENERAL ELECTRIC COGE3.492.219 $+582.940 $
+20,0 %
2.909.279 $+2.909.279 $
Mastercard IncMA3.396.121 $+91.417 $
+2,8 %
3.304.704 $+396.769 $
+13,6 %
2.907.935 $+33.164 $
+1,2 %
GENERAL DYNAMICS CORPGD3.393.737 $+18.417 $
+0,5 %
3.375.320 $+893.550 $
+36,0 %
2.481.770 $+241.418 $
+10,8 %
NETFLIX INCNFLX2.883.147 $+2.883.147 $
BOEING COBA2.847.661 $+1.925.939 $
+209,0 %
921.722 $+921.722 $
ALBEMARLE CORPALB2.784.812 $+2.784.812 $
TE Connectivity plcTEL2.558.350 $+2.558.350 $
JABIL INCJBL2.197.760 $+184.915 $
+9,2 %
2.012.845 $+2.012.845 $
EQT CorpEQT2.158.715 $+2.158.715 $
MOSAIC COMOS2.044.339 $+2.044.339 $
DOLLAR GENERAL CORPDG2.028.140 $+2.028.140 $
CARDINAL HEALTH INCCAH2.021.208 $+2.021.208 $
CIENA CORPCIEN1.525.534 $+1.525.534 $
AppLovin CorpAPP1.315.970 $+261.179 $
+24,8 %
1.054.791 $+1.054.791 $
AT&T INC.T1.221.152 $+1.011.880 $
+483,5 %
Roblox CorpRBLX1.177.836 $+227.459 $
+23,9 %
950.377 $+950.377 $
Talen Energy CorpTLN1.124.705 $+1.124.705 $
Rocket Lab CorpRKLB1.058.571 $+1.058.571 $
EXACT SCIENCES CORPEXAS1.042.412 $+1.042.412 $
Strategy IncMSTR1.025.936 $+1.025.936 $
Vertiv Holdings CoVRT938.038 $+938.038 $
abrdn Gold ETF TrustSGOL556.880 $-71.724 $
-11,4 %
628.604 $-298.230 $
-32,2 %
926.834 $-1.242.929 $
-57,3 %
INSMED IncINSM895.958 $+895.958 $
Constellation Energy CorpCEG871.775 $+871.775 $
ISHARES GOLD TRUSTIAU389.697 $+29.340 $
+8,1 %
360.357 $-36.003 $
-9,1 %
396.360 $-233.156 $
-37,0 %
ROYAL GOLD INCRGLD383.673 $+28.245 $
+7,9 %
355.428 $+40.296 $
+12,8 %
315.132 $-24.805 $
-7,3 %
EchoStar CORPSATS325.339 $+325.339 $
Elanco Animal Health IncELAN315.372 $+315.372 $
Trane Technologies plcTT227.293 $-34.322 $
-13,1 %
261.615 $-22.702 $
-8,0 %
284.317 $+64.982 $
+29,6 %
FRANCO NEVADA CorpFNV236.921 $-35.029 $
-12,9 %
271.950 $+67.437 $
+33,0 %
CURTISS WRIGHT CORPCW220.508 $-28.159 $
-11,3 %
248.667 $+24.911 $
+11,1 %
223.756 $+223.756 $
VERIZON COMMUNICATIONS INCVZ223.336 $-3.294 $
-1,5 %
226.630 $-3.960 $
-1,7 %
UNITEDHEALTH GROUP INCUNH216.158 $+216.158 $
793.535.093 $+58.022.907 $
+2,2 %
752.460.214 $+88.801.227 $
+32,5 %
676.735.537 $+135.802.714 $
+19,7 %
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