Investments: Successful Portfolios 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 (%)
139.765.845 $+19.472.661 $
+14,0 %
121.023.247 $+121.023.247 $
BANK OF AMERICA CORP /DE/BAC65.166.354 $+9.305.960 $
+16,7 %
55.860.394 $+55.860.394 $
MICROSOFT CORPMSFT5.878.217 $-405.869 $
-6,5 %
6.284.086 $+6.284.086 $
Walmart Inc.WMT6.208.777 $+830.845 $
+15,4 %
5.377.932 $+5.377.932 $
NVIDIA CORPNVDA5.369.108 $-362.839 $
-6,3 %
5.731.947 $+5.731.947 $
ALPHA PRO TECH LTDAPT5.695.048 $+1.567.682 $
+38,0 %
4.127.366 $+4.127.366 $
APPFOLIO INCAPPF5.252.813 $+331.845 $
+6,7 %
4.920.968 $+4.920.968 $
AMAZON COM INCAMZN3.407.377 $+552.340 $
+19,3 %
2.855.037 $+2.855.037 $
Sony Group CorpSONY2.316.225 $-372.780 $
-13,9 %
2.689.005 $+2.689.005 $
Duke Energy CORPDUK1.801.277 $-633.678 $
-26,0 %
2.434.955 $+2.434.955 $
VALLEY NATIONAL BANCORPVLY1.963.095 $+1.963.095 $
ADVANCED MICRO DEVICES INCAMD1.705.457 $+322.276 $
+23,3 %
1.383.181 $+1.383.181 $
MICRON TECHNOLOGY INCMU1.700.011 $+868.901 $
+104,5 %
831.110 $+831.110 $
AbbVie Inc.ABBV1.524.899 $+17.443 $
+1,2 %
1.507.456 $+1.507.456 $
PROCTER & GAMBLE CoPG1.409.817 $-104.913 $
-6,9 %
1.514.730 $+1.514.730 $
ELI LILLY & CoLLY1.407.183 $+370.226 $
+35,7 %
1.036.957 $+1.036.957 $
RTX CorpRTX1.362.781 $+147.889 $
+12,2 %
1.214.892 $+1.214.892 $
MCDONALDS CORPMCD1.361.392 $+6.719 $
+0,5 %
1.354.673 $+1.354.673 $
COCA COLA COKO1.194.465 $+72.779 $
+6,5 %
1.121.686 $+1.121.686 $
EXXON MOBIL CORPXOM1.159.976 $+165.467 $
+16,6 %
994.509 $+994.509 $
NEXTERA ENERGY INCNEE1.054.854 $+159.728 $
+17,8 %
895.126 $+895.126 $
JOHNSON & JOHNSONJNJ1.035.487 $+189.062 $
+22,3 %
846.425 $+846.425 $
Walt Disney CoDIS1.004.700 $-16.202 $
-1,6 %
1.020.902 $+1.020.902 $
JPMORGAN CHASE & COJPM1.016.835 $+81.909 $
+8,8 %
934.926 $+934.926 $
SPS COMMERCE INCSPSC950.794 $+231.323 $
+32,2 %
719.471 $+719.471 $
BERKSHIRE HATHAWAY INCBRK-B864.441 $+864.441 $
SOUTHERN COSO800.118 $+21.182 $
+2,7 %
778.936 $+778.936 $
CHEVRON CORPCVX775.619 $+52.272 $
+7,2 %
723.347 $+723.347 $
BlackRock, Inc.BLK714.618 $+207.088 $
+40,8 %
507.530 $+507.530 $
GENERAL ELECTRIC COGE679.817 $+66.648 $
+10,9 %
613.169 $+613.169 $
Constellation Energy CorpCEG639.256 $+26.199 $
+4,3 %
613.057 $+613.057 $
PALATIN TECHNOLOGIES INCPTNT601.869 $-22.007 $
-3,5 %
623.876 $+623.876 $
CONOCOPHILLIPSCOP460.853 $-131.538 $
-22,2 %
592.391 $+592.391 $
PEPSICO INCPEP587.752 $-4.614 $
-0,8 %
592.366 $+592.366 $
GOLDMAN SACHS GROUP INCGS519.256 $+235.755 $
+83,2 %
283.501 $+283.501 $
3M COMMM509.347 $+124.118 $
+32,2 %
385.229 $+385.229 $
AT&T INC.T422.143 $-82.784 $
-16,4 %
504.927 $+504.927 $
FREEPORT-MCMORAN INCFCX471.291 $+110.232 $
+30,5 %
361.059 $+361.059 $
BARRICK MINING CORPB456.225 $+218.826 $
+92,2 %
237.399 $+237.399 $
AMGEN INCAMGN449.040 $+60.451 $
+15,6 %
388.589 $+388.589 $
Phillips 66PSX433.513 $+86.244 $
+24,8 %
347.269 $+347.269 $
FIFTH THIRD BANCORPFITB430.785 $+430.785 $
ORACLE CORPORCL305.324 $-114.567 $
-27,3 %
419.891 $+419.891 $
TORONTO DOMINION BANKTD418.785 $+158.345 $
+60,8 %
260.440 $+260.440 $
CSX CORPCSX414.656 $-3.545 $
-0,8 %
418.201 $+418.201 $
UNITEDHEALTH GROUP INCUNH410.742 $+8.871 $
+2,2 %
401.871 $+401.871 $
INTEL CORPINTC396.968 $+112.061 $
+39,3 %
284.907 $+284.907 $
BHP Group LtdBHP377.880 $+88.008 $
+30,4 %
289.872 $+289.872 $
UNITED PARCEL SERVICE INCUPS366.592 $+122.099 $
+49,9 %
244.493 $+244.493 $
PAYCHEX INCPAYX309.041 $-44.556 $
-12,6 %
353.597 $+353.597 $
PFIZER INCPFE345.317 $+7.963 $
+2,4 %
337.354 $+337.354 $
CITIGROUP INCC328.318 $+53.739 $
+19,6 %
274.579 $+274.579 $
AUTOZONE INCAZO256.588 $-69.470 $
-21,3 %
326.058 $+326.058 $
BP PLCBP323.190 $-19 $
-0,0 %
323.209 $+323.209 $
CATERPILLAR INCCAT321.913 $+119.601 $
+59,1 %
202.312 $+202.312 $
INTUITIVE SURGICAL INCISRG319.501 $+82.469 $
+34,8 %
237.032 $+237.032 $
MCKESSON CORPMCK307.655 $+11.000 $
+3,7 %
296.655 $+296.655 $
ENBRIDGE INCENB287.214 $+287.214 $
PPL CorpPPL268.009 $-16.723 $
-5,9 %
284.732 $+284.732 $
ARES CAPITAL CORPARCC284.365 $+49.664 $
+21,2 %
234.701 $+234.701 $
Shell plcSHEL269.437 $-2.663 $
-1,0 %
272.100 $+272.100 $
EMERSON ELECTRIC COEMR264.242 $+21.104 $
+8,7 %
243.138 $+243.138 $
VERIZON COMMUNICATIONS INCVZ250.076 $-3.957 $
-1,6 %
254.033 $+254.033 $
EXELON CORPEXC237.648 $-8.935 $
-3,6 %
246.583 $+246.583 $
ATI INCATI244.600 $+244.600 $
JABIL INCJBL226.602 $-14.891 $
-6,2 %
241.493 $+241.493 $
CIENA CORPCIEN230.560 $+230.560 $
COGNEX CORPCGNX226.500 $+226.500 $
EQUITY RESIDENTIALEQR221.116 $+14.192 $
+6,9 %
206.924 $+206.924 $
WESTERN DIGITAL CORPWDC220.506 $+220.506 $
Mastercard IncMA219.281 $+219.281 $
Public StoragePSA216.349 $+216.349 $
WELLTOWER INC.WELL207.119 $+6.718 $
+3,4 %
200.401 $+200.401 $
CHIPOTLE MEXICAN GRILL INCCMG202.756 $+202.756 $
Bank of New York Mellon CorpBK200.400 $+200.400 $
FORD MOTOR COF167.242 $+28.812 $
+20,8 %
138.430 $+138.430 $
B2GOLD CORPBTG86.531 $-3.268 $
-3,6 %
89.799 $+89.799 $
139.765.845 $+19.472.661 $
+14,0 %
121.023.247 $+121.023.247 $
Erweitert ×