Investments: Legacy 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 (%)
667.588.835 $+72.817.463 $
+23,4 %
594.771.372 $+594.771.372 $
BANK OF AMERICA CORP /DE/BAC361.253.829 $+29.848.430 $
+9,0 %
331.405.399 $+331.405.399 $
MASTEC INCMTZ82.754.498 $+1.736.029 $
+2,1 %
81.018.469 $+81.018.469 $
APPFOLIO INCAPPF34.417.650 $+4.559.965 $
+15,3 %
29.857.685 $+29.857.685 $
ALPHA PRO TECH LTDAPT26.941.977 $+7.981.668 $
+42,1 %
18.960.309 $+18.960.309 $
RAYMOND JAMES FINANCIAL INCRJF20.707.994 $+17.329.392 $
+512,9 %
3.378.602 $+3.378.602 $
MICROSOFT CORPMSFT15.339.827 $+856.687 $
+5,9 %
14.483.140 $+14.483.140 $
AMAZON COM INCAMZN14.316.380 $+1.876.016 $
+15,1 %
12.440.364 $+12.440.364 $
Roblox CorpRBLX6.987.499 $-4.958.276 $
-41,5 %
11.945.775 $+11.945.775 $
BERKSHIRE HATHAWAY INCBRK-B11.920.237 $+745.440 $
+6,7 %
11.174.797 $+11.174.797 $
NVIDIA CORPNVDA10.928.435 $+2.646.944 $
+32,0 %
8.281.491 $+8.281.491 $
JOHNSON & JOHNSONJNJ6.969.528 $+973.768 $
+16,2 %
5.995.760 $+5.995.760 $
JPMORGAN CHASE & COJPM5.640.783 $+615.678 $
+12,3 %
5.025.105 $+5.025.105 $
SPS COMMERCE INCSPSC3.086.462 $-1.653.020 $
-34,9 %
4.739.482 $+4.739.482 $
MERCADOLIBRE INCMELI3.764.491 $-580.736 $
-13,4 %
4.345.227 $+4.345.227 $
MCDONALDS CORPMCD4.093.845 $+155.817 $
+4,0 %
3.938.028 $+3.938.028 $
AbbVie Inc.ABBV3.576.371 $+172.558 $
+5,1 %
3.403.813 $+3.403.813 $
BlackRock, Inc.BLK2.796.161 $+1.890.510 $
+208,7 %
905.651 $+905.651 $
ELI LILLY & CoLLY2.329.665 $+959.280 $
+70,0 %
1.370.385 $+1.370.385 $
EXXON MOBIL CORPXOM2.234.112 $+259.211 $
+13,1 %
1.974.901 $+1.974.901 $
EQUIFAX INCEFX1.720.818 $-304.059 $
-15,0 %
2.024.877 $+2.024.877 $
ORACLE CORPORCL1.660.786 $-329.103 $
-16,5 %
1.989.889 $+1.989.889 $
INTUITIVE SURGICAL INCISRG1.833.889 $+464.918 $
+34,0 %
1.368.971 $+1.368.971 $
Walt Disney CoDIS1.423.848 $-391.083 $
-21,5 %
1.814.931 $+1.814.931 $
NVR INCNVR1.538.774 $-156.539 $
-9,2 %
1.695.313 $+1.695.313 $
Mastercard IncMA1.686.276 $+258.098 $
+18,1 %
1.428.178 $+1.428.178 $
PEPSICO INCPEP1.654.717 $+184.451 $
+12,5 %
1.470.266 $+1.470.266 $
AMERICAN EXPRESS COAXP1.622.971 $+387.336 $
+31,3 %
1.235.635 $+1.235.635 $
NETFLIX INCNFLX1.453.357 $-115.787 $
-7,4 %
1.569.144 $+1.569.144 $
AMGEN INCAMGN1.459.067 $+260.260 $
+21,7 %
1.198.807 $+1.198.807 $
CHEVRON CORPCVX1.174.776 $+216.598 $
+22,6 %
958.178 $+958.178 $
BARCLAYS PLCBCS1.159.197 $+1.159.197 $
CNO Financial Group, Inc.CNO1.145.331 $-353 $
-0,0 %
1.145.684 $+1.145.684 $
EMERSON ELECTRIC COEMR1.121.484 $+44.890 $
+4,2 %
1.076.594 $+1.076.594 $
FISERV INCFISV581.692 $-501.707 $
-46,3 %
1.083.399 $+1.083.399 $
COMCAST CORPCMCSA989.389 $-83.040 $
-7,7 %
1.072.429 $+1.072.429 $
PROCTER & GAMBLE CoPG1.031.115 $+186.463 $
+22,1 %
844.652 $+844.652 $
LAM RESEARCH CORPLRCX1.026.145 $+282.899 $
+38,1 %
743.246 $+743.246 $
GENERAL ELECTRIC COGE970.282 $+220.457 $
+29,4 %
749.825 $+749.825 $
Walmart Inc.WMT878.731 $+385.486 $
+78,2 %
493.245 $+493.245 $
MICRON TECHNOLOGY INCMU830.307 $+407.322 $
+96,3 %
422.985 $+422.985 $
CIMPRESS plcCMPR792.621 $+42.256 $
+5,6 %
750.365 $+750.365 $
ASML HOLDING NVASML772.439 $+313.564 $
+68,3 %
458.875 $+458.875 $
BOEING COBA752.104 $-12.582 $
-1,6 %
764.686 $+764.686 $
STARBUCKS CORPSBUX726.985 $+44.094 $
+6,5 %
682.891 $+682.891 $
SYNOPSYS INCSNPS720.081 $-4.216 $
-0,6 %
724.297 $+724.297 $
EQUINIX INCEQIX696.439 $+10.321 $
+1,5 %
686.118 $+686.118 $
PFIZER INCPFE608.824 $-73.346 $
-10,8 %
682.170 $+682.170 $
REINSURANCE GROUP OF AMERICA INCRGA680.596 $+45.585 $
+7,2 %
635.011 $+635.011 $
Edwards Lifesciences CorpEW667.763 $+87.599 $
+15,1 %
580.164 $+580.164 $
DEERE & CODE633.088 $+89.297 $
+16,4 %
543.791 $+543.791 $
BECTON DICKINSON & COBDX618.121 $+55.301 $
+9,8 %
562.820 $+562.820 $
ADVANCED MICRO DEVICES INCAMD601.442 $+260.389 $
+76,3 %
341.053 $+341.053 $
GOLDMAN SACHS GROUP INCGS417.255 $-143.496 $
-25,6 %
560.751 $+560.751 $
CATERPILLAR INCCAT559.121 $+104.263 $
+22,9 %
454.858 $+454.858 $
Eaton Corp plcETN495.602 $-30.710 $
-5,8 %
526.312 $+526.312 $
RTX CorpRTX524.163 $+127.834 $
+32,3 %
396.329 $+396.329 $
UNITED PARCEL SERVICE INCUPS519.347 $+104.897 $
+25,3 %
414.450 $+414.450 $
FAIR ISAAC CORPFICO508.877 $+64.408 $
+14,5 %
444.469 $+444.469 $
MPLX LPMPLX495.007 $+31.721 $
+6,8 %
463.286 $+463.286 $
MORGAN STANLEYMS487.497 $+140.388 $
+40,4 %
347.109 $+347.109 $
UNITEDHEALTH GROUP INCUNH428.498 $+84.581 $
+24,6 %
343.917 $+343.917 $
VERIZON COMMUNICATIONS INCVZ418.867 $+131.924 $
+46,0 %
286.943 $+286.943 $
Palo Alto Networks IncPANW408.943 $+88.804 $
+27,7 %
320.139 $+320.139 $
HUBSPOT INCHUBS346.322 $-56.922 $
-14,1 %
403.244 $+403.244 $
ICON PLCICLR400.884 $+15.884 $
+4,1 %
385.000 $+385.000 $
PALATIN TECHNOLOGIES INCPTNT400.274 $+174.357 $
+77,2 %
225.917 $+225.917 $
KLA CORPKLAC353.588 $+79.624 $
+29,1 %
273.964 $+273.964 $
NOVARTIS AGNVS347.984 $+347.984 $
COCA COLA COKO257.723 $-86.878 $
-25,2 %
344.601 $+344.601 $
COPART INCCPRT314.805 $-24.584 $
-7,2 %
339.389 $+339.389 $
CVS HEALTH CorpCVS335.296 $+86.509 $
+34,8 %
248.787 $+248.787 $
V F CORPVFC326.597 $+65.933 $
+25,3 %
260.664 $+260.664 $
LINDE PLCLIN324.483 $+90.308 $
+38,6 %
234.175 $+234.175 $
PPL CorpPPL311.450 $+6.712 $
+2,2 %
304.738 $+304.738 $
Genpact LTDG304.070 $+31.785 $
+11,7 %
272.285 $+272.285 $
Constellation Energy CorpCEG232.804 $-25.155 $
-9,8 %
257.959 $+257.959 $
CARDINAL HEALTH INCCAH257.081 $+37.867 $
+17,3 %
219.214 $+219.214 $
AT&T INC.T249.269 $+249.269 $
Accenture plcACN239.055 $+239.055 $
CUMMINS INCCMI237.870 $+237.870 $
SOUTHERN COSO234.132 $+234.132 $
CGI INCGIB225.005 $+225.005 $
ARGAN INCAGX224.337 $+224.337 $
Zoetis Inc.ZTS214.146 $+214.146 $
Parker-Hannifin CorpPH212.708 $+212.708 $
CAMECO CORPCCJ211.067 $+211.067 $
Duke Energy CORPDUK210.040 $+210.040 $
Monster Beverage CorpMNST201.642 $+201.642 $
WIPRO LTDWIT59.827 $+59.827 $
667.588.835 $+72.817.463 $
+23,4 %
594.771.372 $+594.771.372 $
Erweitert ×