Investments: Legacy Financial Strategies, 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 (%)
397.154.408 $+7.805.437 $
+13,2 %
391.331.867 $+391.331.867 $
BANK OF AMERICA CORP /DE/BAC294.149.966 $+8.813.772 $
+3,1 %
285.336.194 $+285.336.194 $
NVIDIA CORPNVDA9.965.041 $+252.588 $
+2,6 %
9.712.453 $+9.712.453 $
APPFOLIO INCAPPF8.723.040 $+606.050 $
+7,5 %
8.116.990 $+8.116.990 $
BlackRock, Inc.BLK8.340.870 $+274.212 $
+3,4 %
8.066.658 $+8.066.658 $
MICROSOFT CORPMSFT4.817.560 $-302.878 $
-5,9 %
5.120.438 $+5.120.438 $
BERKSHIRE HATHAWAY INCBRK-B4.999.357 $-89.880 $
-1,8 %
5.089.237 $+5.089.237 $
AFLAC INCAFL3.742.374 $-356.634 $
-8,7 %
4.099.008 $+4.099.008 $
Walmart Inc.WMT4.036.958 $-20.864 $
-0,5 %
4.057.822 $+4.057.822 $
CINTAS CORPCTAS3.460.636 $-547.429 $
-13,7 %
4.008.065 $+4.008.065 $
SHERWIN WILLIAMS COSHW3.269.770 $-531.729 $
-14,0 %
3.801.499 $+3.801.499 $
ATMOS ENERGY CORPATO3.371.989 $-379.341 $
-10,1 %
3.751.330 $+3.751.330 $
LINDE PLCLIN2.917.536 $-700.882 $
-19,4 %
3.618.418 $+3.618.418 $
ALPHA PRO TECH LTDAPT3.484.702 $+890.026 $
+34,3 %
2.594.676 $+2.594.676 $
NEXTERA ENERGY INCNEE3.293.309 $-111.599 $
-3,3 %
3.404.908 $+3.404.908 $
BROWN & BROWN, INC.BRO2.726.672 $-648.258 $
-19,2 %
3.374.930 $+3.374.930 $
FASTENAL COFAST2.397.254 $-922.671 $
-27,8 %
3.319.925 $+3.319.925 $
AMAZON COM INCAMZN3.187.163 $+261.393 $
+8,9 %
2.925.770 $+2.925.770 $
SMITH A O CORPAOS2.538.769 $-587.334 $
-18,8 %
3.126.103 $+3.126.103 $
ROPER TECHNOLOGIES INCROP2.506.525 $-606.988 $
-19,5 %
3.113.513 $+3.113.513 $
NORDSON CORPNDSN2.723.376 $-127.096 $
-4,5 %
2.850.472 $+2.850.472 $
MCCORMICK & CO INCMKC2.211.508 $-408.360 $
-15,6 %
2.619.868 $+2.619.868 $
Archer-Daniels-Midland CoADM2.061.131 $-355.531 $
-14,7 %
2.416.662 $+2.416.662 $
PALATIN TECHNOLOGIES INCPTNT2.324.259 $+46.563 $
+2,0 %
2.277.696 $+2.277.696 $
CATERPILLAR INCCAT2.062.097 $+461.772 $
+28,9 %
1.600.325 $+1.600.325 $
JPMORGAN CHASE & COJPM1.836.282 $+62.667 $
+3,5 %
1.773.615 $+1.773.615 $
PRICE T ROWE GROUP INCTROW1.799.161 $+1.514.190 $
+531,3 %
284.971 $+284.971 $
FACTSET RESEARCH SYSTEMS INCFDS1.597.776 $+1.597.776 $
AbbVie Inc.ABBV1.347.362 $-124.972 $
-8,5 %
1.472.334 $+1.472.334 $
ELI LILLY & CoLLY820.400 $+243.961 $
+42,3 %
576.439 $+576.439 $
AMERICAN EXPRESS COAXP700.335 $+105.751 $
+17,8 %
594.584 $+594.584 $
JOHNSON & JOHNSONJNJ625.561 $+93.860 $
+17,7 %
531.701 $+531.701 $
SOUTHERN COSO529.314 $-64.620 $
-10,9 %
593.934 $+593.934 $
ADVANCED MICRO DEVICES INCAMD567.738 $+150.482 $
+36,1 %
417.256 $+417.256 $
SPS COMMERCE INCSPSC500.540 $+125.519 $
+33,5 %
375.021 $+375.021 $
Palo Alto Networks IncPANW446.317 $-44.407 $
-9,0 %
490.724 $+490.724 $
MCDONALDS CORPMCD431.443 $+221.633 $
+105,6 %
209.810 $+209.810 $
ORACLE CORPORCL385.120 $+385.120 $
AT&T INC.T325.577 $-59.475 $
-15,4 %
385.052 $+385.052 $
NETFLIX INCNFLX313.533 $-59.331 $
-15,9 %
372.864 $+372.864 $
Mastercard IncMA326.555 $+13.751 $
+4,4 %
312.804 $+312.804 $
MICRON TECHNOLOGY INCMU313.436 $+313.436 $
CHEVRON CORPCVX279.609 $-26.248 $
-8,6 %
305.857 $+305.857 $
PROCTER & GAMBLE CoPG269.048 $-36.774 $
-12,0 %
305.822 $+305.822 $
ASML HOLDING NVASML300.631 $+66.353 $
+28,3 %
234.278 $+234.278 $
Eaton Corp plcETN242.068 $-52.093 $
-17,7 %
294.161 $+294.161 $
COCA COLA COKO287.619 $+36.110 $
+14,4 %
251.509 $+251.509 $
DEERE & CODE264.445 $-2.596 $
-1,0 %
267.041 $+267.041 $
EXXON MOBIL CORPXOM250.172 $+25.926 $
+11,6 %
224.246 $+224.246 $
CONOCOPHILLIPSCOP229.485 $-17.915 $
-7,2 %
247.400 $+247.400 $
GENERAL ELECTRIC COGE219.948 $+14.173 $
+6,9 %
205.775 $+205.775 $
KROGER COKR203.872 $-14.941 $
-6,8 %
218.813 $+218.813 $
GOLDMAN SACHS GROUP INCGS207.546 $+207.546 $
KLA CORPKLAC204.549 $+204.549 $
397.154.408 $+7.805.437 $
+13,2 %
391.331.867 $+391.331.867 $
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