Investments: Compass Ion 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
683.345.882 $+9.328.969 $
-0,3 %
674.630.664 $+674.630.664 $
BANK OF AMERICA CORP /DE/BAC563.684.772 $+17.434.921 $
+3,2 %
546.249.851 $+546.249.851 $
NVIDIA CORPNVDA17.292.018 $-338.781 $
-1,9 %
17.630.799 $+17.630.799 $
Strategy IncMSTR6.682.761 $-9.429.351 $
-58,5 %
16.112.112 $+16.112.112 $
ALPHA PRO TECH LTDAPT8.780.821 $+1.631.578 $
+22,8 %
7.149.243 $+7.149.243 $
MICROSOFT CORPMSFT6.855.537 $-665.538 $
-8,8 %
7.521.075 $+7.521.075 $
APPFOLIO INCAPPF6.455.158 $+214.479 $
+3,4 %
6.240.679 $+6.240.679 $
AMAZON COM INCAMZN5.835.823 $+153.790 $
+2,7 %
5.682.033 $+5.682.033 $
BERKSHIRE HATHAWAY INCBRK-B5.719.974 $+87.960 $
+1,6 %
5.632.014 $+5.632.014 $
RAYMOND JAMES FINANCIAL INCRJF3.914.910 $-164.728 $
-4,0 %
4.079.638 $+4.079.638 $
BlackRock, Inc.BLK3.037.573 $-344.360 $
-10,2 %
3.381.933 $+3.381.933 $
SPS COMMERCE INCSPSC3.277.088 $+320.644 $
+10,8 %
2.956.444 $+2.956.444 $
JOHNSON & JOHNSONJNJ3.008.013 $+344.899 $
+13,0 %
2.663.114 $+2.663.114 $
NEXTERA ENERGY INCNEE2.742.377 $+163.241 $
+6,3 %
2.579.136 $+2.579.136 $
ELI LILLY & CoLLY2.228.208 $+576.374 $
+34,9 %
1.651.834 $+1.651.834 $
AbbVie Inc.ABBV2.132.928 $-23.179 $
-1,1 %
2.156.107 $+2.156.107 $
EXXON MOBIL CORPXOM2.022.216 $+122.875 $
+6,5 %
1.899.341 $+1.899.341 $
STRYKER CORPSYK1.807.441 $-91.312 $
-4,8 %
1.898.753 $+1.898.753 $
AMGEN INCAMGN1.816.759 $+251.876 $
+16,1 %
1.564.883 $+1.564.883 $
AUTOZONE INCAZO936.054 $-814.364 $
-46,5 %
1.750.418 $+1.750.418 $
CATERPILLAR INCCAT1.644.925 $+270.857 $
+19,7 %
1.374.068 $+1.374.068 $
Trane Technologies plcTT1.349.004 $-24.516 $
-1,8 %
1.373.520 $+1.373.520 $
INCYTE CORPINCY1.352.261 $+191.805 $
+16,5 %
1.160.456 $+1.160.456 $
Booking Holdings Inc.BKNG1.306.848 $-10.693 $
-0,8 %
1.317.541 $+1.317.541 $
CDW CorpCDW1.107.715 $-187.710 $
-14,5 %
1.295.425 $+1.295.425 $
JPMORGAN CHASE & COJPM1.196.369 $+23.225 $
+2,0 %
1.173.144 $+1.173.144 $
UNITED THERAPEUTICS CorpUTHR1.196.199 $+156.558 $
+15,1 %
1.039.641 $+1.039.641 $
ORACLE CORPORCL780.650 $-393.116 $
-33,5 %
1.173.766 $+1.173.766 $
BROWN & BROWN, INC.BRO930.418 $-164.112 $
-15,0 %
1.094.530 $+1.094.530 $
MORGAN STANLEYMS1.067.707 $-18.669 $
-1,7 %
1.086.376 $+1.086.376 $
GRACO INCGGG981.591 $-35.805 $
-3,5 %
1.017.396 $+1.017.396 $
STERIS plcSTE1.004.954 $+24.844 $
+2,5 %
980.110 $+980.110 $
INNODATA INCINOD645.741 $-331.045 $
-33,9 %
976.786 $+976.786 $
Walmart Inc.WMT975.244 $+128.220 $
+15,1 %
847.024 $+847.024 $
ANALOG DEVICES INCADI960.320 $+91.770 $
+10,6 %
868.550 $+868.550 $
ZEBRA TECHNOLOGIES CORPZBRA855.213 $-104.020 $
-10,8 %
959.233 $+959.233 $
REALTY INCOME CORPO824.592 $-78.359 $
-8,7 %
902.951 $+902.951 $
FASTENAL COFAST721.016 $-159.890 $
-18,2 %
880.906 $+880.906 $
NUCOR CORPNUE870.069 $+135.389 $
+18,4 %
734.680 $+734.680 $
MICROCHIP TECHNOLOGY INCMCHP829.380 $-5.737 $
-0,7 %
835.117 $+835.117 $
CHEVRON CORPCVX709.374 $-94.579 $
-11,8 %
803.953 $+803.953 $
COCA COLA COKO784.092 $+116.997 $
+17,5 %
667.095 $+667.095 $
PROCTER & GAMBLE CoPG693.416 $+14.999 $
+2,2 %
678.417 $+678.417 $
ISHARES GOLD TRUSTIAU673.224 $+70.979 $
+11,8 %
602.245 $+602.245 $
MCDONALDS CORPMCD666.336 $+68.263 $
+11,4 %
598.073 $+598.073 $
INTEL CORPINTC656.827 $+59.128 $
+9,9 %
597.699 $+597.699 $
PAYCHEX INCPAYX534.999 $-109.988 $
-17,1 %
644.987 $+644.987 $
GENERAL ELECTRIC COGE621.839 $+14.589 $
+2,4 %
607.250 $+607.250 $
3M COMMM588.535 $+18.288 $
+3,2 %
570.247 $+570.247 $
VERIZON COMMUNICATIONS INCVZ493.884 $-76.240 $
-13,4 %
570.124 $+570.124 $
PFIZER INCPFE533.864 $-28.133 $
-5,0 %
561.997 $+561.997 $
AMERICAN EXPRESS COAXP552.706 $+52.140 $
+10,4 %
500.566 $+500.566 $
Constellation Energy CorpCEG536.078 $+51.027 $
+10,5 %
485.051 $+485.051 $
STARBUCKS CORPSBUX496.508 $-12.048 $
-2,4 %
508.556 $+508.556 $
LOCKHEED MARTIN CORPLMT485.621 $-14.684 $
-2,9 %
500.305 $+500.305 $
PAN AMERICAN SILVER CORPPAAS450.527 $+114.306 $
+34,0 %
336.221 $+336.221 $
Grayscale Bitcoin Mini Trust ETFBTC426.457 $+98.577 $
+30,1 %
327.880 $+327.880 $
EMERSON ELECTRIC COEMR417.862 $+6.439 $
+1,6 %
411.423 $+411.423 $
COMCAST CORPCMCSA412.113 $+412.113 $
UNITEDHEALTH GROUP INCUNH332.342 $-61.854 $
-15,7 %
394.196 $+394.196 $
NETFLIX INCNFLX319.722 $-67.530 $
-17,4 %
387.252 $+387.252 $
WATSCO INCWSO300.803 $-58.203 $
-16,2 %
359.006 $+359.006 $
NOVARTIS AGNVS352.916 $+3.536 $
+1,0 %
349.380 $+349.380 $
PEPSICO INCPEP348.759 $+8.187 $
+2,4 %
340.572 $+340.572 $
CVS HEALTH CorpCVS343.545 $+20.277 $
+6,3 %
323.268 $+323.268 $
SYSCO CORPSYY290.750 $-34.376 $
-10,6 %
325.126 $+325.126 $
Parker-Hannifin CorpPH270.849 $+39.191 $
+16,9 %
231.658 $+231.658 $
AT&T INC.T220.378 $-40.080 $
-15,4 %
260.458 $+260.458 $
Avery Dennison CorpAVY259.725 $+28.146 $
+12,2 %
231.579 $+231.579 $
MICRON TECHNOLOGY INCMU231.753 $+231.753 $
Walt Disney CoDIS223.675 $-4.641 $
-2,0 %
228.316 $+228.316 $
BOEING COBA207.133 $-10.640 $
-4,9 %
217.773 $+217.773 $
Duke Energy CORPDUK208.153 $-6.234 $
-2,9 %
214.387 $+214.387 $
AFLAC INCAFL201.905 $-831 $
-0,4 %
202.736 $+202.736 $
HOME BANCSHARES INCHOMB201.638 $+201.638 $
FS Credit Opportunities Corp.FSCO80.678 $-7.812 $
-8,8 %
88.490 $+88.490 $
683.345.882 $+9.328.969 $
-0,3 %
674.630.664 $+674.630.664 $
Erweitert ×