Investments: Advisory Alpha, 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 (%)
1.988.426.877 $+78.818.303 $
+8,9 %
1.911.117.310 $+1.911.117.310 $
BANK OF AMERICA CORP /DE/BAC1.691.541.009 $+47.415.264 $
+2,9 %
1.644.125.745 $+1.644.125.745 $
APPFOLIO INCAPPF37.382.881 $+3.254.090 $
+9,5 %
34.128.791 $+34.128.791 $
NVIDIA CORPNVDA31.873.499 $+3.379.946 $
+11,9 %
28.493.553 $+28.493.553 $
MORGAN STANLEYMS24.247.773 $+1.492.826 $
+6,6 %
22.754.947 $+22.754.947 $
MICROSOFT CORPMSFT22.798.374 $-76.763 $
-0,3 %
22.875.137 $+22.875.137 $
ALPHA PRO TECH LTDAPT22.262.729 $+6.618.649 $
+42,3 %
15.644.080 $+15.644.080 $
AMAZON COM INCAMZN14.855.155 $+2.372.467 $
+19,0 %
12.482.688 $+12.482.688 $
BlackRock, Inc.BLK8.955.300 $-580.777 $
-6,1 %
9.536.077 $+9.536.077 $
BERKSHIRE HATHAWAY INCBRK-B6.646.335 $+500.602 $
+8,1 %
6.145.733 $+6.145.733 $
ELI LILLY & CoLLY6.492.941 $+2.187.239 $
+50,8 %
4.305.702 $+4.305.702 $
DEERE & CODE6.221.522 $-95.740 $
-1,5 %
6.317.262 $+6.317.262 $
Walmart Inc.WMT5.815.988 $+2.004.950 $
+52,6 %
3.811.038 $+3.811.038 $
EXXON MOBIL CORPXOM4.106.567 $-416.760 $
-9,2 %
4.523.327 $+4.523.327 $
ISHARES GOLD TRUSTIAU4.479.042 $+436.651 $
+10,8 %
4.042.391 $+4.042.391 $
JPMORGAN CHASE & COJPM4.321.635 $+382.500 $
+9,7 %
3.939.135 $+3.939.135 $
NETFLIX INCNFLX3.140.575 $-204.709 $
-6,1 %
3.345.284 $+3.345.284 $
CATERPILLAR INCCAT3.317.111 $+631.547 $
+23,5 %
2.685.564 $+2.685.564 $
UNITED PARCEL SERVICE INCUPS3.026.413 $+107.187 $
+3,7 %
2.919.226 $+2.919.226 $
PROCTER & GAMBLE CoPG2.721.886 $-96.599 $
-3,4 %
2.818.485 $+2.818.485 $
CITIGROUP INCC2.722.826 $+679.249 $
+33,2 %
2.043.577 $+2.043.577 $
JOHNSON & JOHNSONJNJ2.688.692 $+551.284 $
+25,8 %
2.137.408 $+2.137.408 $
LOCKHEED MARTIN CORPLMT2.256.463 $+989.584 $
+78,1 %
1.266.879 $+1.266.879 $
Duke Energy CORPDUK1.903.160 $-155.566 $
-7,6 %
2.058.726 $+2.058.726 $
UNITEDHEALTH GROUP INCUNH1.818.665 $-194.458 $
-9,7 %
2.013.123 $+2.013.123 $
SHERWIN WILLIAMS COSHW1.897.500 $-35.505 $
-1,8 %
1.933.005 $+1.933.005 $
CHEVRON CORPCVX1.790.627 $-73.668 $
-4,0 %
1.864.295 $+1.864.295 $
AT&T INC.T1.512.440 $-348.043 $
-18,7 %
1.860.483 $+1.860.483 $
GENERAL ELECTRIC COGE1.844.407 $+210.948 $
+12,9 %
1.633.459 $+1.633.459 $
NEXTERA ENERGY INCNEE1.816.281 $+261.702 $
+16,8 %
1.554.579 $+1.554.579 $
PALATIN TECHNOLOGIES INCPTNT1.775.845 $+96.007 $
+5,7 %
1.679.838 $+1.679.838 $
Mastercard IncMA1.742.771 $+366.913 $
+26,7 %
1.375.858 $+1.375.858 $
AbbVie Inc.ABBV1.704.480 $+45.040 $
+2,7 %
1.659.440 $+1.659.440 $
GENTEX CORPGNTX1.475.168 $-210.887 $
-12,5 %
1.686.055 $+1.686.055 $
INTUITIVE SURGICAL INCISRG1.672.461 $+654.147 $
+64,2 %
1.018.314 $+1.018.314 $
ORACLE CORPORCL1.180.620 $-417.278 $
-26,1 %
1.597.898 $+1.597.898 $
ADVANCED MICRO DEVICES INCAMD1.584.356 $+571.068 $
+56,4 %
1.013.288 $+1.013.288 $
KLA CORPKLAC1.540.201 $+369.606 $
+31,6 %
1.170.595 $+1.170.595 $
COCA COLA COKO1.524.829 $+391.937 $
+34,6 %
1.132.892 $+1.132.892 $
MCDONALDS CORPMCD1.424.070 $+71.832 $
+5,3 %
1.352.238 $+1.352.238 $
Bank of New York Mellon CorpBK1.415.603 $+263.458 $
+22,9 %
1.152.145 $+1.152.145 $
AMERICAN EXPRESS COAXP1.372.537 $+303.791 $
+28,4 %
1.068.746 $+1.068.746 $
CONOCOPHILLIPSCOP1.267.151 $-71.414 $
-5,3 %
1.338.565 $+1.338.565 $
STRYKER CORPSYK1.223.757 $-3.225 $
-0,3 %
1.226.982 $+1.226.982 $
SPS COMMERCE INCSPSC1.210.727 $+242.860 $
+25,1 %
967.867 $+967.867 $
3M COMMM1.190.034 $+18.628 $
+1,6 %
1.171.406 $+1.171.406 $
PFIZER INCPFE1.040.609 $-33.700 $
-3,1 %
1.074.309 $+1.074.309 $
CSX CORPCSX871.656 $-156.067 $
-15,2 %
1.027.723 $+1.027.723 $
PEPSICO INCPEP1.008.666 $+220.119 $
+27,9 %
788.547 $+788.547 $
Palo Alto Networks IncPANW1.001.311 $+97.972 $
+10,8 %
903.339 $+903.339 $
Walt Disney CoDIS950.281 $+18.063 $
+1,9 %
932.218 $+932.218 $
CARNIVAL CORPCCL914.551 $+120.512 $
+15,2 %
794.039 $+794.039 $
BERKLEY W R CORPWRB873.515 $+88.316 $
+11,2 %
785.199 $+785.199 $
BOSTON SCIENTIFIC CORPBSX859.866 $+48.347 $
+6,0 %
811.519 $+811.519 $
YUM BRANDS INCYUM856.225 $+64.808 $
+8,2 %
791.417 $+791.417 $
RTX CorpRTX833.512 $+55.310 $
+7,1 %
778.202 $+778.202 $
MERCADOLIBRE INCMELI830.674 $+279.366 $
+50,7 %
551.308 $+551.308 $
MICRON TECHNOLOGY INCMU792.483 $+792.483 $
Constellation Energy CorpCEG788.086 $+146.692 $
+22,9 %
641.394 $+641.394 $
VERIZON COMMUNICATIONS INCVZ584.932 $-181.725 $
-23,7 %
766.657 $+766.657 $
GOLDMAN SACHS GROUP INCGS760.724 $+83.065 $
+12,3 %
677.659 $+677.659 $
BALL CorpBALL747.407 $+35.134 $
+4,9 %
712.273 $+712.273 $
PAYCHEX INCPAYX683.750 $+43.634 $
+6,8 %
640.116 $+640.116 $
SOUTHERN COSO682.230 $+31.584 $
+4,9 %
650.646 $+650.646 $
EMERSON ELECTRIC COEMR681.886 $+63.492 $
+10,3 %
618.394 $+618.394 $
SEMPRASRE665.177 $-5.851 $
-0,9 %
671.028 $+671.028 $
REGIONS FINANCIAL CORPRF668.458 $+48.872 $
+7,9 %
619.586 $+619.586 $
Zoetis Inc.ZTS576.077 $-76.801 $
-11,8 %
652.878 $+652.878 $
BROWN & BROWN, INC.BRO642.132 $+30.472 $
+5,0 %
611.660 $+611.660 $
Trane Technologies plcTT637.004 $+15.812 $
+2,5 %
621.192 $+621.192 $
LAS VEGAS SANDS CORPLVS603.354 $+178.850 $
+42,1 %
424.504 $+424.504 $
DELTA AIR LINES, INC.DAL602.494 $+90.721 $
+17,7 %
511.773 $+511.773 $
FORD MOTOR COF573.048 $+33.024 $
+6,1 %
540.024 $+540.024 $
RAYMOND JAMES FINANCIAL INCRJF564.470 $+280.900 $
+99,1 %
283.570 $+283.570 $
INCYTE CORPINCY556.371 $+38.173 $
+7,4 %
518.198 $+518.198 $
ZEBRA TECHNOLOGIES CORPZBRA523.034 $-22.603 $
-4,1 %
545.637 $+545.637 $
HERSHEY COHSY479.642 $-29.587 $
-5,8 %
509.229 $+509.229 $
FACTSET RESEARCH SYSTEMS INCFDS485.258 $+145.841 $
+43,0 %
339.417 $+339.417 $
SCHWAB CHARLES CORPSCHW483.038 $+18.355 $
+4,0 %
464.683 $+464.683 $
LOEWS CORPL480.402 $+25.155 $
+5,5 %
455.247 $+455.247 $
Eaton Corp plcETN449.459 $-30.565 $
-6,4 %
480.024 $+480.024 $
TELEDYNE TECHNOLOGIES INCTDY438.717 $-40.991 $
-8,5 %
479.708 $+479.708 $
Archer-Daniels-Midland CoADM478.566 $+478.566 $
CMS ENERGY CORPCMS431.737 $-28.311 $
-6,2 %
460.048 $+460.048 $
CHIPOTLE MEXICAN GRILL INCCMG456.728 $+76.740 $
+20,2 %
379.988 $+379.988 $
ENBRIDGE INCENB415.469 $-35.029 $
-7,8 %
450.498 $+450.498 $
CURTISS WRIGHT CORPCW448.903 $+11.808 $
+2,7 %
437.095 $+437.095 $
PPL CorpPPL443.509 $+65.005 $
+17,2 %
378.504 $+378.504 $
STEEL DYNAMICS INCSTLD439.739 $+65.174 $
+17,4 %
374.565 $+374.565 $
EXELON CORPEXC437.926 $+28.358 $
+6,9 %
409.568 $+409.568 $
SYSCO CORPSYY409.198 $-27.890 $
-6,4 %
437.088 $+437.088 $
DECKERS OUTDOOR CORPDECK436.969 $+96.401 $
+28,3 %
340.568 $+340.568 $
Allegion plcALLE436.269 $+40.435 $
+10,2 %
395.834 $+395.834 $
CVS HEALTH CorpCVS424.325 $+31.779 $
+8,1 %
392.546 $+392.546 $
Phillips 66PSX409.838 $-8.183 $
-2,0 %
418.021 $+418.021 $
JABIL INCJBL416.499 $+6.576 $
+1,6 %
409.923 $+409.923 $
ANALOG DEVICES INCADI415.452 $+43.091 $
+11,6 %
372.361 $+372.361 $
FISERV INCFISV303.877 $-108.113 $
-26,2 %
411.990 $+411.990 $
Veralto CorpVLTO405.510 $+68.138 $
+20,2 %
337.372 $+337.372 $
CUMMINS INCCMI395.662 $+53.163 $
+15,5 %
342.499 $+342.499 $
FREEPORT-MCMORAN INCFCX392.338 $+96.601 $
+32,7 %
295.737 $+295.737 $
TYLER TECHNOLOGIES INCTYL390.397 $+57.606 $
+17,3 %
332.791 $+332.791 $
Medtronic plcMDT372.004 $+67.899 $
+22,3 %
304.105 $+304.105 $
COMCAST CORPCMCSA336.250 $-33.552 $
-9,1 %
369.802 $+369.802 $
XCEL ENERGY INCXEL320.013 $-36.898 $
-10,3 %
356.911 $+356.911 $
HP INCHPQ302.825 $-49.221 $
-14,0 %
352.046 $+352.046 $
AppLovin CorpAPP351.060 $+351.060 $
CINTAS CORPCTAS310.044 $-38.777 $
-11,1 %
348.821 $+348.821 $
AMGEN INCAMGN334.205 $+13.153 $
+4,1 %
321.052 $+321.052 $
Accenture plcACN333.325 $+58.595 $
+21,3 %
274.730 $+274.730 $
TEXTRON INCTXT327.674 $+327.674 $
DTE ENERGY CODTE293.379 $-22.937 $
-7,3 %
316.316 $+316.316 $
BECTON DICKINSON & COBDX315.209 $+44.496 $
+16,4 %
270.713 $+270.713 $
TARGET CORPTGT315.086 $+315.086 $
GENUINE PARTS COGPC257.076 $-35.178 $
-12,0 %
292.254 $+292.254 $
BIO-TECHNE CorpTECH268.479 $+12.415 $
+4,8 %
256.064 $+256.064 $
ALLSTATE CORPALL260.487 $-7.578 $
-2,8 %
268.065 $+268.065 $
Paramount Skydance CorpPSKY216.323 $-45.651 $
-17,4 %
261.974 $+261.974 $
NASDAQ, INC.NDAQ257.438 $+22.570 $
+9,6 %
234.868 $+234.868 $
SYNOPSYS INCSNPS225.466 $-29.423 $
-11,5 %
254.889 $+254.889 $
INTEL CORPINTC244.632 $-9.589 $
-3,8 %
254.221 $+254.221 $
GLOBAL PAYMENTS INCGPN245.823 $-4.048 $
-1,6 %
249.871 $+249.871 $
KROGER COKR217.034 $-18.834 $
-8,0 %
235.868 $+235.868 $
GARMIN LTDGRMN233.159 $+233.159 $
FASTENAL COFAST231.880 $+231.880 $
Owens CorningOC231.373 $+231.373 $
IDACORP INCIDA212.494 $-8.933 $
-4,0 %
221.427 $+221.427 $
FIFTH THIRD BANCORPFITB220.594 $+9.773 $
+4,6 %
210.821 $+210.821 $
EXACT SCIENCES CORPEXAS207.847 $+207.847 $
BORGWARNER INCBWA207.780 $+207.780 $
ROYAL BANK OF CANADARY207.486 $+207.486 $
ASML HOLDING NVASML203.401 $+203.401 $
GENERAL DYNAMICS CORPGD203.029 $+203.029 $
URANIUM ENERGY CORPUEC183.002 $+183.002 $
FS Credit Opportunities Corp.FSCO125.911 $+125.911 $
PLUG POWER INCPLUG22.009 $-9.608 $
-30,4 %
31.617 $+31.617 $
1.988.426.877 $+78.818.303 $
+8,9 %
1.911.117.310 $+1.911.117.310 $
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