Investments: Pure Financial 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
334.705.339 $-1.663.604.964 $
+9,5 %
2.754.555.487 $+243.032.676 $
+9,9 %
2.512.100.975 $+567.161.881 $
+82,7 %
BANK OF AMERICA CORP /DE/BAC190.542.138 $-1.674.806.997 $
-89,8 %
1.865.349.135 $+146.618.203 $
+8,5 %
1.718.730.932 $+366.080.851 $
+27,1 %
BlackRock, Inc.BLK489.264.284 $+40.540.732 $
+9,0 %
448.723.552 $+56.432.349 $
+14,4 %
APPFOLIO INCAPPF79.471.688 $+7.270.260 $
+10,1 %
72.201.428 $+14.949.825 $
+26,1 %
57.251.603 $+17.900.681 $
+45,5 %
MICROSOFT CORPMSFT41.444.246 $+1.756.647 $
+4,4 %
39.687.599 $+18.321.980 $
+85,8 %
NVIDIA CORPNVDA31.478.140 $+9.795.950 $
+45,2 %
21.682.190 $+9.788.809 $
+82,3 %
AMAZON COM INCAMZN23.846.442 $+742.916 $
+3,2 %
23.103.526 $+976.880 $
+4,4 %
22.126.646 $+9.437.257 $
+74,4 %
ALPHA PRO TECH LTDAPT21.908.257 $+6.188.025 $
+39,4 %
15.720.232 $+7.972.052 $
+102,9 %
BERKSHIRE HATHAWAY INCBRK-B15.500.400 $-512.175 $
-3,2 %
16.012.575 $+2.007.797 $
+14,3 %
14.004.778 $+2.954.777 $
+26,7 %
ORACLE CORPORCL15.407.480 $+3.664.245 $
+31,2 %
11.743.235 $+9.979.957 $
+566,0 %
JPMORGAN CHASE & COJPM14.674.224 $+738.699 $
+5,3 %
13.935.525 $+9.175.213 $
+192,7 %
CATERPILLAR INCCAT8.479.137 $+1.239.148 $
+17,1 %
7.239.989 $+3.550.494 $
+96,2 %
RTX CorpRTX7.703.166 $+607.992 $
+8,6 %
7.095.174 $+890.880 $
+14,4 %
6.204.294 $+3.951.121 $
+175,4 %
EXXON MOBIL CORPXOM6.779.093 $+414.930 $
+6,5 %
6.364.163 $+2.095.076 $
+49,1 %
Mastercard IncMA6.190.048 $+66.651 $
+1,1 %
6.123.397 $+5.239.263 $
+592,6 %
BOEING COBA5.995.175 $+47.328 $
+0,8 %
5.947.847 $+366.838 $
+6,6 %
5.581.009 $+3.972.665 $
+247,0 %
UNITEDHEALTH GROUP INCUNH5.989.967 $+1.037.148 $
+20,9 %
4.952.819 $+2.422.653 $
+95,8 %
Walmart Inc.WMT5.777.567 $+794.825 $
+16,0 %
4.982.742 $+1.649.524 $
+49,5 %
JOHNSON & JOHNSONJNJ5.347.854 $+1.065.196 $
+24,9 %
4.282.658 $+982.904 $
+29,8 %
Duke Energy CORPDUK4.234.582 $+330.246 $
+8,5 %
3.904.336 $+3.533.906 $
+954,0 %
PEPSICO INCPEP3.990.886 $+371.370 $
+10,3 %
3.619.516 $+2.727.700 $
+305,9 %
Aon plcAON3.791.918 $-1.056 $
-0,0 %
3.792.974 $-324.563 $
-7,9 %
CHEVRON CORPCVX3.586.610 $+470.092 $
+15,1 %
3.116.518 $-238.018 $
-7,1 %
PALATIN TECHNOLOGIES INCPTNT3.536.852 $+1.229.976 $
+53,3 %
2.306.876 $+1.378.654 $
+148,5 %
ELI LILLY & CoLLY3.296.247 $-222.610 $
-6,3 %
3.518.857 $+319.953 $
+10,0 %
NETFLIX INCNFLX3.166.242 $-181.465 $
-5,4 %
3.347.707 $+1.268.299 $
+61,0 %
GENERAL DYNAMICS CORPGD3.325.989 $+648.365 $
+24,2 %
2.677.624 $+1.035.308 $
+63,0 %
PROCTER & GAMBLE CoPG3.177.964 $-139.369 $
-4,2 %
3.317.333 $+24.275 $
+0,7 %
SEMPRASRE3.256.600 $+519.785 $
+19,0 %
2.736.815 $+257.916 $
+10,4 %
SPS COMMERCE INCSPSC3.074.105 $+424.218 $
+16,0 %
2.649.887 $+730.010 $
+38,0 %
Public StoragePSA2.788.149 $-121.734 $
-4,2 %
2.909.883 $+2.601.016 $
+842,1 %
LOCKHEED MARTIN CORPLMT2.684.519 $+174.516 $
+7,0 %
2.510.003 $+469.771 $
+23,0 %
MCDONALDS CORPMCD2.547.007 $+267.852 $
+11,8 %
2.279.155 $+927.749 $
+68,7 %
NVR INCNVR2.474.675 $+214.663 $
+9,5 %
2.260.012 $+7.007 $
+0,3 %
AbbVie Inc.ABBV2.390.729 $+615.509 $
+34,7 %
1.775.220 $+197.748 $
+12,5 %
LINDE PLCLIN2.198.602 $+171.683 $
+8,5 %
2.026.919 $+1.745.968 $
+621,4 %
MVB FINANCIAL CORPMVBF2.125.689 $+214.604 $
+11,2 %
1.911.085 $+441.933 $
+30,1 %
UNITED PARCEL SERVICE INCUPS1.581.219 $-516.973 $
-24,6 %
2.098.192 $-189.610 $
-8,3 %
SHERWIN WILLIAMS COSHW2.025.985 $+4.950 $
+0,2 %
2.021.035 $-899.784 $
-30,8 %
Walt Disney CoDIS1.698.465 $-196.879 $
-10,4 %
1.895.344 $+680.857 $
+56,1 %
MORGAN STANLEYMS1.836.572 $+582.973 $
+46,5 %
1.253.599 $+238.814 $
+23,5 %
AMGEN INCAMGN1.803.151 $+530.280 $
+41,7 %
1.272.871 $-73.607 $
-5,5 %
1.346.478 $+47.364 $
+3,6 %
ADVANCED MICRO DEVICES INCAMD1.716.780 $+580.609 $
+51,1 %
1.136.171 $+357.494 $
+45,9 %
778.677 $+262.048 $
+50,7 %
AMERICAN EXPRESS COAXP1.377.102 $+213.860 $
+18,4 %
1.163.242 $+33.823 $
+3,0 %
1.129.419 $+409.406 $
+56,9 %
GENERAL ELECTRIC COGE1.299.984 $+235.584 $
+22,1 %
1.064.400 $+339.899 $
+46,9 %
AT&T INC.T1.140.939 $-70.530 $
-5,8 %
1.211.469 $+378.269 $
+45,4 %
AFLAC INCAFL1.189.813 $+15.287 $
+1,3 %
1.174.526 $+110.646 $
+10,4 %
1.063.880 $+422.203 $
+65,8 %
INTUITIVE SURGICAL INCISRG948.351 $-226.773 $
-19,3 %
1.175.124 $+172.698 $
+17,2 %
LAM RESEARCH CORPLRCX1.144.204 $+379.286 $
+49,6 %
764.918 $+425.271 $
+125,2 %
STRYKER CORPSYK1.101.133 $-13.985 $
-1,3 %
1.115.118 $+304.225 $
+37,5 %
VERIZON COMMUNICATIONS INCVZ1.088.467 $+23.587 $
+2,2 %
1.064.880 $+325.009 $
+43,9 %
PACCAR INCPCAR1.072.573 $+37.370 $
+3,6 %
1.035.203 $-49.207 $
-4,5 %
STARBUCKS CORPSBUX984.686 $-67.741 $
-6,4 %
1.052.427 $+40.964 $
+4,0 %
MICRON TECHNOLOGY INCMU1.015.409 $+444.202 $
+77,8 %
571.207 $+246.970 $
+76,2 %
GOLDMAN SACHS GROUP INCGS1.012.830 $+125.459 $
+14,1 %
887.371 $+480.379 $
+118,0 %
INTEL CORPINTC740.608 $-219.484 $
-22,9 %
960.092 $+477.647 $
+99,0 %
SCHWAB CHARLES CORPSCHW953.246 $+64.840 $
+7,3 %
888.406 $+162.445 $
+22,4 %
COLGATE PALMOLIVE COCL795.367 $-143.383 $
-15,3 %
938.750 $+194.565 $
+26,1 %
Booking Holdings Inc.BKNG920.468 $+14.568 $
+1,6 %
905.900 $+689.375 $
+318,4 %
GARTNER INCIT627.310 $-281.534 $
-31,0 %
908.844 $+908.844 $
ASML HOLDING NVASML882.288 $+183.195 $
+26,2 %
699.093 $+210.735 $
+43,2 %
MCKESSON CORPMCK873.321 $+61.272 $
+7,5 %
812.049 $+132.001 $
+19,4 %
NEXTERA ENERGY INCNEE854.723 $+258.021 $
+43,2 %
596.702 $+368.736 $
+161,8 %
Accenture plcACN709.292 $-127.291 $
-15,2 %
836.583 $+117.318 $
+16,3 %
SAP SESAP699.946 $-130.995 $
-15,8 %
830.941 $+374.861 $
+82,2 %
PFIZER INCPFE782.446 $-18.470 $
-2,3 %
800.916 $+196.359 $
+32,5 %
Avery Dennison CorpAVY778.408 $+79.942 $
+11,4 %
698.466 $-58.336 $
-7,7 %
756.802 $+93.508 $
+14,1 %
COCA COLA COKO648.345 $-35.534 $
-5,2 %
683.879 $+105.098 $
+18,2 %
TETRA TECH INCTTEK432.054 $-180.062 $
-29,4 %
612.116 $+121.862 $
+24,9 %
SOUTHERN COSO602.453 $+116.305 $
+23,9 %
486.148 $+198.870 $
+69,2 %
CITIGROUP INCC600.307 $+146.711 $
+32,3 %
453.596 $+453.596 $
PAYCHEX INCPAYX504.960 $-85.984 $
-14,6 %
590.944 $+114.065 $
+23,9 %
AUTOZONE INCAZO429.839 $-103.352 $
-19,4 %
533.191 $-46.956 $
-8,1 %
580.147 $+580.147 $
Eaton Corp plcETN568.419 $+71.553 $
+14,4 %
496.866 $+220.294 $
+79,7 %
DEERE & CODE484.440 $-80.716 $
-14,3 %
565.156 $+565.156 $
BP PLCBP559.103 $+53.316 $
+10,5 %
505.787 $+156.506 $
+44,8 %
349.281 $+349.281 $
CONOCOPHILLIPSCOP551.235 $+35.689 $
+6,9 %
515.546 $+57.029 $
+12,4 %
3M COMMM544.314 $+47.619 $
+9,6 %
496.695 $+73.738 $
+17,4 %
ASTRAZENECA PLCAZN542.854 $+220.819 $
+68,6 %
322.035 $+97.054 $
+43,1 %
224.981 $+224.981 $
Shell plcSHEL522.156 $+62.013 $
+13,5 %
460.143 $+98.579 $
+27,3 %
Constellation Energy CorpCEG461.903 $-39.234 $
-7,8 %
501.137 $+501.137 $
OSI SYSTEMS INCOSIS500.474 $+47.156 $
+10,4 %
453.318 $+453.318 $
CVS HEALTH CorpCVS498.230 $+47.883 $
+10,6 %
450.347 $+246.185 $
+120,6 %
YUM BRANDS INCYUM496.435 $+74.119 $
+17,6 %
422.316 $-24.432 $
-5,5 %
ALLIANT ENERGY CORPLNT362.496 $-108.970 $
-23,1 %
471.466 $+53.437 $
+12,8 %
418.029 $-21.417 $
-4,9 %
Trane Technologies plcTT460.612 $-8.991 $
-1,9 %
469.603 $+201.415 $
+75,1 %
PPL CorpPPL466.071 $+38.458 $
+9,0 %
427.613 $+1.077 $
+0,3 %
CSX CORPCSX464.006 $+74.616 $
+19,2 %
389.390 $+389.390 $
EMERSON ELECTRIC COEMR443.972 $+46.056 $
+11,6 %
397.916 $+158.333 $
+66,1 %
FEDEX CORPFDX432.098 $+8.357 $
+2,0 %
423.741 $+51.709 $
+13,9 %
WESTERN DIGITAL CORPWDC430.186 $+207.768 $
+93,4 %
222.418 $+222.418 $
Palo Alto Networks IncPANW428.834 $+72.546 $
+20,4 %
356.288 $+125.924 $
+54,7 %
NOVARTIS AGNVS339.200 $-85.671 $
-20,2 %
424.871 $+424.871 $
CARDINAL HEALTH INCCAH375.569 $-28.664 $
-7,1 %
404.233 $+158.449 $
+64,5 %
CELESTICA INCCLS398.396 $+153.772 $
+62,9 %
244.624 $+244.624 $
ALLSTATE CORPALL385.099 $+99.626 $
+34,9 %
285.473 $+41.899 $
+17,2 %
243.574 $-14.010 $
-5,4 %
NICOLET BANKSHARES INCNIC382.956 $+28.064 $
+7,9 %
354.892 $+354.892 $
KLA CORPKLAC363.488 $+92.975 $
+34,4 %
270.513 $+270.513 $
AGNICO EAGLE MINES LTDAEM357.708 $+90.035 $
+33,6 %
267.673 $+267.673 $
CUMMINS INCCMI356.134 $+109.207 $
+44,2 %
246.927 $+246.927 $
DELTA AIR LINES, INC.DAL354.289 $+52.817 $
+17,5 %
301.472 $+301.472 $
NEUROCRINE BIOSCIENCES INCNBIX353.477 $+14.617 $
+4,3 %
338.860 $+338.860 $
REALTY INCOME CORPO331.363 $+13.407 $
+4,2 %
317.956 $+8.531 $
+2,8 %
ENBRIDGE INCENB327.990 $+47.278 $
+16,8 %
280.712 $+280.712 $
COMCAST CORPCMCSA239.586 $-85.445 $
-26,3 %
325.031 $+41.195 $
+14,5 %
FISERV INCFISV292.542 $-32.106 $
-9,9 %
324.648 $+123.472 $
+61,4 %
MERCADOLIBRE INCMELI292.632 $-18.965 $
-6,1 %
311.597 $+98.952 $
+46,5 %
Phillips 66PSX309.990 $+39.418 $
+14,6 %
270.572 $+24.229 $
+9,8 %
FORD MOTOR COF308.735 $+31.362 $
+11,3 %
277.373 $+10.619 $
+4,0 %
BHP Group LtdBHP304.633 $+304.633 $
UBS Group AGUBS302.990 $+302.990 $
Parker-Hannifin CorpPH298.406 $+66.795 $
+28,8 %
231.611 $+231.611 $
Strategy IncMSTR237.946 $-57.740 $
-19,5 %
295.686 $+295.686 $
BARCLAYS PLCBCS293.215 $+293.215 $
Bank of New York Mellon CorpBK292.502 $+42.766 $
+17,1 %
249.736 $+249.736 $
ANALOG DEVICES INCADI285.069 $+44.922 $
+18,7 %
240.147 $+23.035 $
+10,6 %
217.112 $+217.112 $
AMEREN CORPAEE283.602 $+283.602 $
RLI CORPRLI263.163 $-20.156 $
-7,1 %
283.319 $-25.791 $
-8,3 %
RIO TINTO PLCRIO283.024 $+283.024 $
BECTON DICKINSON & COBDX267.384 $-12.450 $
-4,4 %
279.834 $+44.182 $
+18,7 %
235.652 $-155.353 $
-39,7 %
UFP TECHNOLOGIES INCUFPT229.340 $-50.467 $
-18,0 %
279.807 $+279.807 $
AECOMACM275.944 $+39.164 $
+16,5 %
236.780 $+236.780 $
ISHARES GOLD TRUSTIAU272.960 $+272.960 $
FASTENAL COFAST267.170 $+63.793 $
+31,4 %
203.377 $-27.257 $
-11,8 %
HP INCHPQ266.919 $+19.196 $
+7,7 %
247.723 $-2.675 $
-1,1 %
FREEPORT-MCMORAN INCFCX253.899 $-6.146 $
-2,4 %
260.045 $+17.442 $
+7,2 %
CURTISS WRIGHT CORPCW242.151 $-16.781 $
-6,5 %
258.932 $+258.932 $
SYSCO CORPSYY212.058 $-45.327 $
-17,6 %
257.385 $+257.385 $
Medtronic plcMDT251.719 $+251.719 $
TEXTRON INCTXT239.793 $+12.405 $
+5,5 %
227.388 $+27.181 $
+13,6 %
CINTAS CORPCTAS232.970 $-6.170 $
-2,6 %
239.140 $+239.140 $
ROYAL BANK OF CANADARY230.850 $+230.850 $
Edwards Lifesciences CorpEW217.135 $+217.135 $
AppLovin CorpAPP216.367 $+216.367 $
VIASAT INCVSAT213.187 $+213.187 $
Otis Worldwide CorpOTIS211.111 $+9.768 $
+4,9 %
GSK plcGSK210.711 $+210.711 $
ON SEMICONDUCTOR CORPON206.724 $+206.724 $
SYNOPSYS INCSNPS204.263 $+2.780 $
+1,4 %
201.483 $+201.483 $
EXELON CORPEXC203.529 $+203.529 $
BANK OF NOVA SCOTIABNS200.437 $+200.437 $
PG&E CorpPCG160.329 $-62.582 $
-28,1 %
Haleon plcHLN90.480 $+90.480 $
334.705.339 $-1.663.604.964 $
+9,5 %
2.754.555.487 $+243.032.676 $
+9,9 %
2.512.100.975 $+567.161.881 $
+82,7 %
Erweitert ×