Investments: Gradient Investments 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 (%)
4.792.415.431 $+267.196.024 $
+155,8 %
4.588.323.275 $+350.034.740 $
+52,0 %
4.293.458.755 $+383.785.275 $
+88,5 %
BANK OF AMERICA CORP /DE/BAC2.663.774.031 $+91.930.759 $
+3,6 %
2.571.843.272 $+174.761.261 $
+7,3 %
2.397.082.011 $+187.000.988 $
+8,5 %
NVIDIA CORPNVDA143.905.967 $-3.959.772 $
-2,7 %
147.865.739 $+25.896.458 $
+21,2 %
121.969.281 $+35.007.767 $
+40,3 %
MICROSOFT CORPMSFT144.679.424 $-3.020.557 $
-2,0 %
147.699.981 $+11.711.776 $
+8,6 %
135.988.205 $+32.627.372 $
+31,6 %
ALPHA PRO TECH LTDAPT142.745.324 $+21.107.625 $
+17,4 %
121.637.699 $+33.704.038 $
+38,3 %
87.933.661 $+11.868.338 $
+15,6 %
AMAZON COM INCAMZN140.404.945 $+14.834.046 $
+11,8 %
125.570.899 $+4.838.913 $
+4,0 %
120.731.986 $+17.352.482 $
+16,8 %
APPFOLIO INCAPPF137.745.942 $+15.026.579 $
+12,2 %
122.719.363 $+27.260.947 $
+28,6 %
95.458.416 $-2.352.903 $
-2,4 %
MORGAN STANLEYMS115.768.418 $+1.866.704 $
+1,6 %
113.901.714 $+1.677.041 $
+1,5 %
112.224.673 $+65.243.002 $
+138,9 %
GOLDMAN SACHS GROUP INCGS101.703.087 $+5.992.033 $
+6,3 %
95.711.054 $+7.279.371 $
+8,2 %
88.431.683 $+42.703.385 $
+93,4 %
BARCLAYS PLCBCS41.434.639 $-1.323.839 $
-3,1 %
42.758.478 $-43.480.957 $
-50,4 %
86.239.435 $-15.320.798 $
-15,1 %
JPMORGAN CHASE & COJPM65.350.572 $+5.093.876 $
+8,5 %
60.256.696 $+4.947.764 $
+8,9 %
55.308.932 $+8.368.807 $
+17,8 %
CHEVRON CORPCVX51.713.756 $+436.268 $
+0,9 %
51.277.488 $+5.828.237 $
+12,8 %
45.449.251 $-2.882.337 $
-6,0 %
UNITEDHEALTH GROUP INCUNH47.183.796 $-1.677.300 $
-3,4 %
48.861.096 $+10.431.458 $
+27,1 %
38.429.638 $-19.689.107 $
-33,9 %
Medtronic plcMDT46.025.548 $+1.904.377 $
+4,3 %
44.121.171 $+4.748.310 $
+12,1 %
39.372.861 $-983.291 $
-2,4 %
BlackRock, Inc.BLK45.701.830 $+1.941.801 $
+4,4 %
43.760.029 $+16.148.093 $
+58,5 %
27.611.936 $+516.315 $
+1,9 %
Walmart Inc.WMT45.512.561 $+2.155.515 $
+5,0 %
43.357.046 $+4.567.550 $
+11,8 %
38.789.496 $+2.977.398 $
+8,3 %
TARGET CORPTGT44.736.645 $+19.262.864 $
+75,6 %
25.473.781 $-962.916 $
-3,6 %
26.436.697 $-1.914.077 $
-6,8 %
BERKSHIRE HATHAWAY INCBRK-B42.959.792 $+538.013 $
+1,3 %
42.421.779 $+4.176.976 $
+10,9 %
38.244.803 $-473.053 $
-1,2 %
JOHNSON & JOHNSONJNJ31.427.872 $-10.764.326 $
-25,5 %
42.192.198 $+8.255.362 $
+24,3 %
33.936.836 $-2.589.230 $
-7,1 %
COCA COLA COKO41.039.885 $+4.823.760 $
+13,3 %
36.216.125 $-1.289.144 $
-3,4 %
37.505.269 $+245.892 $
+0,7 %
Eaton Corp plcETN38.007.480 $-2.874.467 $
-7,0 %
40.881.947 $+14.328.674 $
+54,0 %
26.553.273 $+7.708.930 $
+40,9 %
MCDONALDS CORPMCD38.796.685 $+834.544 $
+2,2 %
37.962.141 $+2.519.269 $
+7,1 %
35.442.872 $-1.955.688 $
-5,2 %
PROCTER & GAMBLE CoPG36.270.199 $+1.804.700 $
+5,2 %
34.465.499 $+86.113 $
+0,3 %
34.379.386 $-8.792.435 $
-20,4 %
NETFLIX INCNFLX30.558.060 $-2.081.923 $
-6,4 %
32.639.983 $-1.449.564 $
-4,3 %
34.089.547 $+9.122.466 $
+36,5 %
LAM RESEARCH CORPLRCX28.777.074 $-4.911.162 $
-14,6 %
33.688.236 $+9.893.257 $
+41,6 %
23.794.979 $+6.781.375 $
+39,9 %
STARBUCKS CORPSBUX27.818.251 $+4.690.352 $
+20,3 %
23.127.899 $-10.520.895 $
-31,3 %
33.648.794 $-288.253 $
-0,8 %
NEXTERA ENERGY INCNEE21.330.217 $-12.070.018 $
-36,1 %
33.400.235 $+3.883.017 $
+13,2 %
29.517.218 $+933.573 $
+3,3 %
Palo Alto Networks IncPANW31.853.327 $-1.488.621 $
-4,5 %
33.341.948 $+2.130.267 $
+6,8 %
31.211.681 $+6.452.254 $
+26,1 %
CONOCOPHILLIPSCOP25.699.162 $+1.930.583 $
+8,1 %
23.768.579 $+2.126.900 $
+9,8 %
21.641.679 $-7.510.883 $
-25,8 %
DEXCOM INCDXCM22.035.224 $+2.409.236 $
+12,3 %
19.625.988 $-3.920.296 $
-16,6 %
23.546.284 $+4.334.615 $
+22,6 %
BOSTON SCIENTIFIC CORPBSX22.336.832 $-154.433 $
-0,7 %
22.491.265 $-968.634 $
-4,1 %
23.459.899 $+824.901 $
+3,6 %
ELI LILLY & CoLLY21.997.595 $+21.360.416 $
+3.352,3 %
637.179 $+115.637 $
+22,2 %
521.542 $-31.818 $
-5,7 %
SYNOPSYS INCSNPS19.518.745 $-1.462.171 $
-7,0 %
20.980.916 $-160.469 $
-0,8 %
21.141.385 $+7.408.750 $
+53,9 %
CINTAS CORPCTAS20.506.777 $+20.274.833 $
+8.741,3 %
231.944 $-17.002 $
-6,8 %
248.946 $+19.369 $
+8,4 %
EQUINIX INCEQIX19.780.104 $-367.820 $
-1,8 %
20.147.924 $+512.877 $
+2,6 %
19.635.047 $+2.782.314 $
+16,5 %
INTUITIVE SURGICAL INCISRG20.055.940 $+20.055.940 $
ORACLE CORPORCL1.937.716 $-17.783.466 $
-90,2 %
19.721.182 $+2.944.632 $
+17,6 %
16.776.550 $+6.038.852 $
+56,2 %
INSULET CORPPODD19.658.323 $+1.546.986 $
+8,5 %
18.111.337 $+682.830 $
+3,9 %
17.428.507 $+17.428.507 $
PFIZER INCPFE3.082.725 $-1.001.921 $
-24,5 %
4.084.646 $-15.534.256 $
-79,2 %
19.618.902 $-9.787.701 $
-33,3 %
CITIGROUP INCC18.136.310 $+15.762.428 $
+664,0 %
2.373.882 $-25.991 $
-1,1 %
2.399.873 $+2.072.964 $
+634,1 %
AbbVie Inc.ABBV16.257.196 $-1.542.792 $
-8,7 %
17.799.988 $+2.243.096 $
+14,4 %
15.556.892 $-1.087.516 $
-6,5 %
CARDINAL HEALTH INCCAH17.740.908 $+2.432.809 $
+15,9 %
EXXON MOBIL CORPXOM17.282.254 $+814.985 $
+4,9 %
16.467.269 $+1.318.916 $
+8,7 %
15.148.353 $-940.767 $
-5,8 %
ASTRAZENECA PLCAZN16.956.029 $+15.775.692 $
+1.336,5 %
1.180.337 $+541.424 $
+84,7 %
638.913 $+93.616 $
+17,2 %
RTX CorpRTX14.377.015 $-1.412.665 $
-8,9 %
15.789.680 $-150.190 $
-0,9 %
15.939.870 $+1.171.251 $
+7,9 %
WELLTOWER INC.WELL15.523.656 $+15.523.656 $
ASML HOLDING NVASML15.393.146 $+12.736.707 $
+479,5 %
2.656.439 $+776.378 $
+41,3 %
1.880.061 $+1.430.798 $
+318,5 %
AMGEN INCAMGN15.108.642 $+1.689.850 $
+12,6 %
13.418.792 $+230.074 $
+1,7 %
13.188.718 $-1.438.859 $
-9,8 %
NEW YORK TIMES CONYT14.689.828 $+1.449.420 $
+10,9 %
ALLSTATE CORPALL14.106.665 $-280.145 $
-1,9 %
14.386.810 $+2.528.483 $
+21,3 %
11.858.327 $+11.621.687 $
+4.911,1 %
SYSCO CORPSYY1.102.565 $-170.840 $
-13,4 %
1.273.405 $-13.054.244 $
-91,1 %
14.327.649 $+1.325.975 $
+10,2 %
UNITED PARCEL SERVICE INCUPS14.076.416 $+14.076.416 $
XCEL ENERGY INCXEL13.485.863 $-746.271 $
-5,2 %
Kraft Heinz CoKHC13.140.812 $+13.140.812 $
AT&T INC.T568.681 $-12.537.485 $
-95,7 %
13.106.166 $+36.244 $
+0,3 %
13.069.922 $+12.421.324 $
+1.915,1 %
Walt Disney CoDIS810.628 $-12.283.265 $
-93,8 %
13.093.893 $+12.383.926 $
+1.744,3 %
709.967 $+164.938 $
+30,3 %
BALL CorpBALL11.665.314 $-1.151.969 $
-9,0 %
12.817.283 $+999.850 $
+8,5 %
RAYMOND JAMES FINANCIAL INCRJF12.679.748 $+172.683 $
+1,4 %
12.507.065 $+11.897.822 $
+1.952,9 %
609.243 $-24.122.380 $
-97,5 %
MOSAIC COMOS12.677.984 $+12.677.984 $
Avery Dennison CorpAVY11.506.947 $-687.324 $
-5,6 %
12.194.271 $-131.544 $
-1,1 %
KLA CORPKLAC11.961.259 $+11.961.259 $
PEPSICO INCPEP509.406 $-33.727 $
-6,2 %
543.133 $-11.405.615 $
-95,5 %
11.948.748 $-1.522.948 $
-11,3 %
Accenture plcACN10.897.519 $-939.145 $
-7,9 %
11.836.664 $-516.711 $
-4,2 %
FMR LLC7.385.219 $+229.208 $
+3,2 %
LOCKHEED MARTIN CORPLMT5.787.270 $-242.609 $
-4,0 %
6.029.879 $+490.086 $
+8,8 %
5.539.793 $+239.149 $
+4,5 %
ISHARES GOLD TRUSTIAU5.985.800 $+634.949 $
+11,9 %
5.350.851 $-179.234 $
-3,2 %
5.530.085 $+114.668 $
+2,1 %
LPL Financial LLC3.017.022 $-293.588 $
-8,9 %
3.310.610 $-351.182 $
-9,6 %
3.661.792 $+129.629 $
+3,7 %
SUNCOR ENERGY INCSU2.542.848 $+718.970 $
+39,4 %
1.823.878 $+555.409 $
+43,8 %
1.268.469 $+63.386 $
+5,3 %
PRUDENTIAL PLC2.300.204 $+798.932 $
+53,2 %
1.501.272 $+591.320 $
+65,0 %
909.952 $+220.984 $
+32,1 %
RYANAIR HOLDINGS PLCRYAAY2.213.923 $+923.709 $
+71,6 %
1.290.214 $+490.965 $
+61,4 %
799.249 $+300.173 $
+60,1 %
UBS Group AGUBS2.122.248 $+853.708 $
+67,3 %
1.268.540 $+618.350 $
+95,1 %
650.190 $+181.092 $
+38,6 %
ROYAL BANK OF CANADARY2.041.618 $+840.076 $
+69,9 %
1.201.542 $+573.654 $
+91,4 %
627.888 $+205.413 $
+48,6 %
NOVARTIS AGNVS2.021.287 $+704.157 $
+53,5 %
1.317.130 $+540.388 $
+69,6 %
776.742 $+177.445 $
+29,6 %
TE Connectivity plcTEL2.010.733 $+600.033 $
+42,5 %
1.410.700 $+694.696 $
+97,0 %
716.004 $+222.515 $
+45,1 %
Shell plcSHEL1.939.500 $+655.389 $
+51,0 %
1.284.111 $+478.390 $
+59,4 %
805.721 $+101.470 $
+14,4 %
NATIONAL GRID PLCNGG1.878.290 $+668.916 $
+55,3 %
1.209.374 $+462.000 $
+61,8 %
747.374 $+212.259 $
+39,7 %
TotalEnergies SETTE1.875.306 $+757.253 $
+67,7 %
1.118.053 $+440.430 $
+65,0 %
677.623 $+97.095 $
+16,7 %
NORDSON CORPNDSN1.703.447 $+95.506 $
+5,9 %
1.607.941 $+1.607.941 $
SanofiSNY1.687.183 $+630.847 $
+59,7 %
1.056.336 $+459.466 $
+77,0 %
596.870 $+55.359 $
+10,2 %
SAIA INCSAIA1.654.803 $+222.665 $
+15,5 %
1.432.138 $+125.480 $
+9,6 %
1.306.658 $-128.102 $
-8,9 %
Amcor plcAMCR1.641.104 $+615.422 $
+60,0 %
1.025.682 $+338.481 $
+49,3 %
687.201 $+190.803 $
+38,4 %
LINDE PLCLIN1.632.647 $+469.372 $
+40,3 %
1.163.275 $+476.395 $
+69,4 %
686.880 $+128.112 $
+22,9 %
CHIPOTLE MEXICAN GRILL INCCMG1.259.443 $+90.523 $
+7,7 %
1.168.920 $-453.478 $
-28,0 %
1.622.398 $+535.251 $
+49,2 %
RELX PLCRELX1.514.659 $+429.456 $
+39,6 %
1.085.203 $+382.587 $
+54,5 %
702.616 $+165.296 $
+30,8 %
ON SEMICONDUCTOR CORPON1.231.696 $+25.869 $
+2,1 %
1.205.827 $-248.393 $
-17,1 %
1.454.220 $+1.454.220 $
GLOBAL PAYMENTS INCGPN1.392.314 $-29.126 $
-2,0 %
1.421.440 $+9.419 $
+0,7 %
1.412.021 $-16.154.973 $
-92,0 %
DOLLAR GENERAL CORPDG1.108.098 $+6.594 $
+0,6 %
1.101.504 $-271.170 $
-19,8 %
1.372.674 $+1.372.674 $
Snap IncSNAP1.363.572 $+165.677 $
+13,8 %
1.197.895 $-124.384 $
-9,4 %
1.322.279 $+150.828 $
+12,9 %
BOEING COBA1.125.116 $-26.553 $
-2,3 %
1.151.669 $+161.430 $
+16,3 %
990.239 $+49.997 $
+5,3 %
SHERWIN WILLIAMS COSHW1.127.948 $+9.874 $
+0,9 %
1.118.074 $+6.618 $
+0,6 %
1.111.456 $-65.663 $
-5,6 %
CATERPILLAR INCCAT1.003.114 $+312.849 $
+45,3 %
690.265 $+266.314 $
+62,8 %
423.951 $+61.666 $
+17,0 %
Duke Energy CORPDUK833.403 $-89.105 $
-9,7 %
922.508 $+366.603 $
+65,9 %
555.905 $+134.671 $
+32,0 %
SEMPRASRE822.951 $-15.918 $
-1,9 %
838.869 $+96.759 $
+13,0 %
742.110 $+43.485 $
+6,2 %
AFLAC INCAFL794.275 $-4.380 $
-0,5 %
798.655 $+46.303 $
+6,2 %
752.352 $-238.907 $
-24,1 %
PALATIN TECHNOLOGIES INCPTNT514.231 $+44.499 $
+9,5 %
469.732 $-290.525 $
-38,2 %
760.257 $+285.760 $
+60,2 %
Equitable Holdings, Inc.EQH728.629 $+728.629 $
AMERICAN EXPRESS COAXP576.348 $-137.101 $
-19,2 %
713.449 $-1.356 $
-0,2 %
714.805 $-12.136.982 $
-94,4 %
ADVANCED MICRO DEVICES INCAMD661.754 $+157.455 $
+31,2 %
504.299 $+80.444 $
+19,0 %
423.855 $+99.094 $
+30,5 %
SPS COMMERCE INCSPSC605.165 $+199.218 $
+49,1 %
405.947 $-88.487 $
-17,9 %
494.434 $+185.260 $
+59,9 %
ANTERO RESOURCES CorpAR392.465 $-2.133 $
-0,5 %
394.598 $-145.517 $
-26,9 %
540.115 $-28.067 $
-4,9 %
SMITH A O CORPAOS457.459 $-44.665 $
-8,9 %
502.124 $+53.625 $
+12,0 %
448.499 $+1.437 $
+0,3 %
SOUTHERN COSO396.411 $-50.240 $
-11,2 %
446.651 $+190.904 $
+74,6 %
255.747 $+5.183 $
+2,1 %
KROGER COKR390.781 $-25.745 $
-6,2 %
416.526 $-26.694 $
-6,0 %
443.220 $+24.963 $
+6,0 %
FEDEX CORPFDX390.124 $-49.962 $
-11,4 %
HALLIBURTON COHAL381.216 $+41.493 $
+12,2 %
339.723 $+35.073 $
+11,5 %
304.650 $-72.788 $
-19,3 %
ARES CAPITAL CORPARCC342.313 $-2.817 $
-0,8 %
Mastercard IncMA339.103 $+339.103 $
MCKESSON CORPMCK336.379 $+13.402 $
+4,1 %
322.977 $+22.487 $
+7,5 %
300.490 $+23.846 $
+8,6 %
CMS ENERGY CORPCMS280.433 $-26.468 $
-8,6 %
306.901 $+306.901 $
COLGATE PALMOLIVE COCL276.412 $+13.090 $
+5,0 %
263.322 $-36.103 $
-12,1 %
299.425 $-16.344 $
-5,2 %
VERIZON COMMUNICATIONS INCVZ241.058 $-12.137 $
-4,8 %
253.195 $-45.525 $
-15,2 %
298.720 $+98.147 $
+48,9 %
CSX CORPCSX261.511 $+9.993 $
+4,0 %
251.518 $-18.554 $
-6,9 %
270.072 $+270.072 $
INTEL CORPINTC261.756 $-3.290 $
-1,2 %
265.046 $+265.046 $
GENERAL ELECTRIC COGE263.764 $-23.727 $
-8,3 %
ALLIANT ENERGY CORPLNT252.889 $-9.336 $
-3,6 %
262.225 $+26.997 $
+11,5 %
235.228 $+235.228 $
NUCOR CORPNUE249.069 $+43.757 $
+21,3 %
205.312 $+205.312 $
ENBRIDGE INCENB243.998 $+243.998 $
ATMOS ENERGY CORPATO237.431 $-4.761 $
-2,0 %
242.192 $+242.192 $
REALTY INCOME CORPO229.173 $+229.173 $
JABIL INCJBL223.771 $+223.771 $
Monster Beverage CorpMNST221.883 $+221.883 $
SIERRA BANCORPBSRR214.381 $+214.381 $
NNN REIT, INC.NNN212.748 $+2.611 $
+1,2 %
DELTA AIR LINES, INC.DAL206.509 $+206.509 $
Constellation Energy CorpCEG205.603 $+205.603 $
DTE ENERGY CODTE203.801 $+203.801 $
Phillips 66PSX200.422 $+200.422 $
FORD MOTOR COF184.227 $+62.236 $
+51,0 %
121.991 $+121.991 $
4.792.415.431 $+267.196.024 $
+155,8 %
4.588.323.275 $+350.034.740 $
+52,0 %
4.293.458.755 $+383.785.275 $
+88,5 %
Erweitert ×