Investments: Fort Point Capital Partners 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 (%)
428.231.912 $+10.242.965 $
+9,3 %
422.343.355 $+422.343.355 $
BANK OF AMERICA CORP /DE/BAC314.011.806 $+3.406.575 $
+1,1 %
310.605.231 $+310.605.231 $
BlackRock, Inc.BLK17.571.521 $+3.073.564 $
+21,2 %
14.497.957 $+14.497.957 $
ALPHA PRO TECH LTDAPT15.805.965 $+4.378.281 $
+38,3 %
11.427.684 $+11.427.684 $
APPFOLIO INCAPPF12.556.877 $+138.856 $
+1,1 %
12.418.021 $+12.418.021 $
BERKSHIRE HATHAWAY INCBRK-B10.481.294 $-212.293 $
-2,0 %
10.693.587 $+10.693.587 $
MICROSOFT CORPMSFT8.191.479 $-859.874 $
-9,5 %
9.051.353 $+9.051.353 $
EXXON MOBIL CORPXOM537.134 $-7.169.069 $
-93,0 %
7.706.203 $+7.706.203 $
AMAZON COM INCAMZN6.710.483 $+802.293 $
+13,6 %
5.908.190 $+5.908.190 $
Phillips 66PSX4.354.408 $+4.354.408 $
NVIDIA CORPNVDA3.924.160 $+79.860 $
+2,1 %
3.844.300 $+3.844.300 $
PEPSICO INCPEP3.319.589 $-46.091 $
-1,4 %
3.365.680 $+3.365.680 $
LAM RESEARCH CORPLRCX2.908.637 $+1.081.484 $
+59,2 %
1.827.153 $+1.827.153 $
JPMORGAN CHASE & COJPM2.756.239 $+73.763 $
+2,7 %
2.682.476 $+2.682.476 $
KLA CORPKLAC2.600.168 $+784.884 $
+43,2 %
1.815.284 $+1.815.284 $
CATERPILLAR INCCAT2.533.356 $+684.272 $
+37,0 %
1.849.084 $+1.849.084 $
AMERICAN EXPRESS COAXP2.384.471 $+350.987 $
+17,3 %
2.033.484 $+2.033.484 $
CHEVRON CORPCVX1.717.908 $+109.934 $
+6,8 %
1.607.974 $+1.607.974 $
ORACLE CORPORCL1.092.487 $-487.917 $
-30,9 %
1.580.404 $+1.580.404 $
MORGAN STANLEYMS1.549.919 $+294.612 $
+23,5 %
1.255.307 $+1.255.307 $
ISHARES GOLD TRUSTIAU1.275.851 $-101.394 $
-7,4 %
1.377.245 $+1.377.245 $
AbbVie Inc.ABBV1.246.313 $-89.441 $
-6,7 %
1.335.754 $+1.335.754 $
Strategy IncMSTR642.963 $-570.480 $
-47,0 %
1.213.443 $+1.213.443 $
SPS COMMERCE INCSPSC1.093.885 $+265.995 $
+32,1 %
827.890 $+827.890 $
NETFLIX INCNFLX387.948 $-554.403 $
-58,8 %
942.351 $+942.351 $
AMGEN INCAMGN827.055 $+16.294 $
+2,0 %
810.761 $+810.761 $
ALLSTATE CORPALL759.987 $-60.125 $
-7,3 %
820.112 $+820.112 $
Walmart Inc.WMT790.534 $+105.700 $
+15,4 %
684.834 $+684.834 $
CITIGROUP INCC759.794 $+759.794 $
GENERAL ELECTRIC COGE719.394 $+38.727 $
+5,7 %
680.667 $+680.667 $
UNITEDHEALTH GROUP INCUNH717.917 $+159.222 $
+28,5 %
558.695 $+558.695 $
GOLDMAN SACHS GROUP INCGS622.787 $+302.432 $
+94,4 %
320.355 $+320.355 $
RTX CorpRTX614.877 $+87.955 $
+16,7 %
526.922 $+526.922 $
AT&T INC.T471.465 $-81.594 $
-14,8 %
553.059 $+553.059 $
FEDEX CORPFDX522.977 $+522.977 $
JOHNSON & JOHNSONJNJ496.910 $+77.330 $
+18,4 %
419.580 $+419.580 $
CELESTICA INCCLS470.295 $-22.465 $
-4,6 %
492.760 $+492.760 $
3M COMMM433.225 $+215.353 $
+98,8 %
217.872 $+217.872 $
VERIZON COMMUNICATIONS INCVZ394.561 $-38.159 $
-8,8 %
432.720 $+432.720 $
BP PLCBP373.785 $-16.922 $
-4,3 %
390.707 $+390.707 $
SCHWAB CHARLES CORPSCHW378.260 $+378.260 $
ELI LILLY & CoLLY376.001 $+376.001 $
PROCTER & GAMBLE CoPG353.319 $+137.491 $
+63,7 %
215.828 $+215.828 $
MICRON TECHNOLOGY INCMU337.404 $+337.404 $
LOCKHEED MARTIN CORPLMT313.216 $+42.644 $
+15,8 %
270.572 $+270.572 $
NICOLET BANKSHARES INCNIC269.255 $-23.062 $
-7,9 %
292.317 $+292.317 $
Walt Disney CoDIS283.638 $+52.462 $
+22,7 %
231.176 $+231.176 $
INTEL CORPINTC269.916 $+269.916 $
Hewlett Packard Enterprise CoHPE268.909 $+268.909 $
DEERE & CODE245.414 $+245.414 $
ADVANCED MICRO DEVICES INCAMD225.869 $+225.869 $
NEXTERA ENERGY INCNEE215.749 $+215.749 $
FLUOR CORPFLR210.597 $+6.642 $
+3,3 %
203.955 $+203.955 $
BOEING COBA208.349 $+208.349 $
428.231.912 $+10.242.965 $
+9,3 %
422.343.355 $+422.343.355 $
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