Investments: Financial Advocates Investment Management

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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
125.055.894 $-773.989.157 $
-76,3 %
1.014.760.052 $-79.680.342 $
-11,1 %
BANK OF AMERICA CORP /DE/BAC77.162.904 $-610.856.458 $
-88,8 %
688.019.362 $-58.518.243 $
-7,8 %
BlackRock, Inc.BLK11.396.809 $-41.001.086 $
-78,2 %
52.397.895 $-12.112.026 $
-18,8 %
APPFOLIO INCAPPF18.173.454 $-27.402.965 $
-60,1 %
45.576.419 $+25.836.937 $
+130,9 %
NVIDIA CORPNVDA1.522.452 $-36.935.283 $
-96,0 %
38.457.735 $-11.412.852 $
-22,9 %
MICROSOFT CORPMSFT2.362.812 $-23.884.567 $
-91,0 %
26.247.379 $+15.482.117 $
+143,8 %
MORGAN STANLEYMS19.450.226 $+1.574.880 $
+8,8 %
SPS COMMERCE INCSPSC7.762.231 $-8.868.546 $
-53,3 %
16.630.777 $-3.735.112 $
-18,3 %
AMAZON COM INCAMZN1.403.273 $-11.348.804 $
-89,0 %
12.752.077 $-9.922.768 $
-43,8 %
ALPHA PRO TECH LTDAPT2.759.504 $-4.735.471 $
-63,2 %
7.494.975 $+4.413.785 $
+143,2 %
Strategy IncMSTR5.259.437 $+1.471.568 $
+38,8 %
CATERPILLAR INCCAT5.121.757 $+619.062 $
+13,7 %
PALATIN TECHNOLOGIES INCPTNT4.202.613 $+1.606.132 $
+61,9 %
ELI LILLY & CoLLY4.009.626 $-1.103.536 $
-21,6 %
JPMORGAN CHASE & COJPM3.944.091 $-790.435 $
-16,7 %
BERKSHIRE HATHAWAY INCBRK-B357.448 $-2.930.244 $
-89,1 %
3.287.692 $-3.959.676 $
-54,6 %
CHEVRON CORPCVX3.137.694 $-1.652.811 $
-34,5 %
AbbVie Inc.ABBV3.087.449 $+844.475 $
+37,6 %
NETFLIX INCNFLX261.365 $-2.151.748 $
-89,2 %
2.413.113 $-396.601 $
-14,1 %
PROCTER & GAMBLE CoPG2.055.115 $-678.294 $
-24,8 %
ADVANCED MICRO DEVICES INCAMD1.911.262 $+197.658 $
+11,5 %
ISHARES GOLD TRUSTIAU952.122 $-939.348 $
-49,7 %
1.891.470 $-2.630.753 $
-58,2 %
FISERV INCFISV1.756.341 $-539.849 $
-23,5 %
CITIGROUP INCC1.665.711 $-209.301 $
-11,2 %
MCDONALDS CORPMCD1.540.671 $-406.219 $
-20,9 %
JOHNSON & JOHNSONJNJ1.513.689 $-533.588 $
-26,1 %
COCA COLA COKO1.473.730 $-247.768 $
-14,4 %
STARBUCKS CORPSBUX1.406.059 $-936.173 $
-40,0 %
DEERE & CODE1.265.973 $-351.178 $
-21,7 %
abrdn Gold ETF TrustSGOL1.249.208 $+7.530 $
+0,6 %
VERIZON COMMUNICATIONS INCVZ1.223.102 $-748.771 $
-38,0 %
EXXON MOBIL CORPXOM1.222.712 $-1.112.608 $
-47,6 %
ASML HOLDING NVASML1.219.233 $-819.180 $
-40,2 %
Palo Alto Networks IncPANW1.216.792 $-1.179.509 $
-49,2 %
BOEING COBA1.195.685 $-3.361.209 $
-73,8 %
Mastercard IncMA211.906 $-963.653 $
-82,0 %
1.175.559 $-1.104.311 $
-48,4 %
UNITED PARCEL SERVICE INCUPS1.173.153 $-20.385 $
-1,7 %
ORACLE CORPORCL249.460 $-904.008 $
-78,4 %
1.153.468 $-88.716 $
-7,1 %
NICOLET BANKSHARES INCNIC1.121.236 $+1.121.236 $
GARMIN LTDGRMN1.050.642 $-162.934 $
-13,4 %
STRYKER CORPSYK1.040.661 $-173.542 $
-14,3 %
Walmart Inc.WMT1.039.737 $-711.507 $
-40,6 %
LINDE PLCLIN996.584 $+3.261 $
+0,3 %
NEXTERA ENERGY INCNEE993.159 $-743.524 $
-42,8 %
PAYCHEX INCPAYX979.257 $-532.381 $
-35,2 %
Parker-Hannifin CorpPH937.830 $-2.121.187 $
-69,3 %
CONOCOPHILLIPSCOP935.456 $-226.921 $
-19,5 %
RTX CorpRTX233.760 $-659.132 $
-73,8 %
892.892 $-638.161 $
-41,7 %
Eaton Corp plcETN889.080 $+295.947 $
+49,9 %
AT&T INC.T835.659 $-5.567 $
-0,7 %
AMGEN INCAMGN799.975 $-1.784.728 $
-69,0 %
GOLDMAN SACHS GROUP INCGS781.379 $+122.747 $
+18,6 %
Accenture plcACN774.134 $-708.025 $
-47,8 %
MERCADOLIBRE INCMELI744.877 $+11.348 $
+1,5 %
LAM RESEARCH CORPLRCX721.248 $-59.962 $
-7,7 %
GENUINE PARTS COGPC720.955 $+9.424 $
+1,3 %
UNITEDHEALTH GROUP INCUNH704.254 $-1.268.862 $
-64,3 %
Monster Beverage CorpMNST686.159 $-288.258 $
-29,6 %
SOUTHERN COSO685.343 $-210.395 $
-23,5 %
Walt Disney CoDIS663.335 $-172.851 $
-20,7 %
MICRON TECHNOLOGY INCMU662.762 $+192.976 $
+41,1 %
FASTENAL COFAST659.047 $+371.620 $
+129,3 %
CINTAS CORPCTAS246.394 $-407.844 $
-62,3 %
654.238 $-55.535 $
-7,8 %
CENTRUS ENERGY CORPLEU628.674 $+418.035 $
+198,5 %
Zoetis Inc.ZTS626.436 $-383.838 $
-38,0 %
DOVER CorpDOV620.049 $-95.707 $
-13,4 %
FIRST TRUST ADVISORS LP613.254 $-691.372 $
-53,0 %
Phillips 66PSX613.171 $-645.429 $
-51,3 %
Duke Energy CORPDUK589.365 $-485.189 $
-45,2 %
Sea LtdSE579.143 $-311.191 $
-35,0 %
SAP SESAP577.229 $-776.113 $
-57,3 %
RESMED INCRMD565.654 $-9.991 $
-1,7 %
TEXTRON INCTXT539.789 $+57.217 $
+11,9 %
SYSCO CORPSYY533.725 $+8.463 $
+1,6 %
XCEL ENERGY INCXEL529.931 $-171.890 $
-24,5 %
RELX PLCRELX523.977 $+208.057 $
+65,9 %
LOCKHEED MARTIN CORPLMT521.762 $-469.840 $
-47,4 %
NOVARTIS AGNVS517.726 $+258.880 $
+100,0 %
3M COMMM502.995 $-43.056 $
-7,9 %
KLA CORPKLAC493.627 $-4.385 $
-0,9 %
ASTRAZENECA PLCAZN492.606 $-420.583 $
-46,1 %
CHIPOTLE MEXICAN GRILL INCCMG484.035 $-154.817 $
-24,2 %
DELTA AIR LINES, INC.DAL470.926 $+16.686 $
+3,7 %
INTUITIVE SURGICAL INCISRG470.050 $-381.318 $
-44,8 %
EQUINIX INCEQIX462.175 $-463.147 $
-50,1 %
SMITH A O CORPAOS461.619 $+12.894 $
+2,9 %
Public StoragePSA454.525 $+454.525 $
ENBRIDGE INCENB446.801 $-450.762 $
-50,2 %
PEPSICO INCPEP441.089 $-325.755 $
-42,5 %
INSULET CORPPODD435.454 $+435.454 $
WESTAMERICA BANCORPORATIONWABC430.777 $-19.142 $
-4,3 %
FORD MOTOR COF426.543 $+4.525 $
+1,1 %
PENTAIR plcPNR421.443 $+421.443 $
FACTSET RESEARCH SYSTEMS INCFDS412.023 $-79.071 $
-16,1 %
Infosys LtdINFY407.760 $-11.195 $
-2,7 %
NATIONAL FUEL GAS CONFG403.231 $+27.623 $
+7,4 %
SHERWIN WILLIAMS COSHW387.563 $-279.188 $
-41,9 %
GRACO INCGGG381.244 $-34.861 $
-8,4 %
FREEPORT-MCMORAN INCFCX380.136 $-31.373 $
-7,6 %
GOLD FIELDS LTDGFI374.435 $+374.435 $
PFIZER INCPFE370.403 $-482.025 $
-56,5 %
MPLX LPMPLX361.984 $+361.984 $
DECKERS OUTDOOR CORPDECK350.853 $+22.020 $
+6,7 %
TWILIO INCTWLO337.514 $+30.170 $
+9,8 %
Hamilton Lane INCHLNE331.708 $+331.708 $
Sony Group CorpSONY321.391 $-108.157 $
-25,2 %
COPART INCCPRT316.697 $-453.834 $
-58,9 %
TORO COTTC300.950 $-7.306 $
-2,4 %
INTEL CORPINTC298.901 $-302.699 $
-50,3 %
SYNOPSYS INCSNPS298.893 $-426.292 $
-58,8 %
CONSOLIDATED EDISON INCED295.419 $-9.855 $
-3,2 %
SCOTTS MIRACLE-GRO COSMG293.550 $+65.068 $
+28,5 %
ALLSTATE CORPALL291.462 $-8.099 $
-2,7 %
Nu Holdings Ltd.NU266.326 $-76.758 $
-22,4 %
RAYMOND JAMES FINANCIAL INCRJF265.632 $+265.632 $
NeuroPace IncNPCE256.220 $-26.450 $
-9,4 %
MCKESSON CORPMCK251.613 $-35.976 $
-12,5 %
Booking Holdings Inc.BKNG231.640 $-21.785 $
-8,6 %
MCCORMICK & CO INCMKC221.106 $-14.269 $
-6,1 %
ARES CAPITAL CORPARCC219.908 $-205.852 $
-48,3 %
DIAGEO PLCDEO211.737 $-172.957 $
-45,0 %
GENERAL ELECTRIC COGE203.240 $-163.475 $
-44,6 %
NatWest Group plcNWG181.431 $+181.431 $
Amcor plcAMCR113.726 $-76.072 $
-40,1 %
SANDRIDGE ENERGY INCSD108.741 $-17.450 $
-13,8 %
Lithium Argentina AGLAR34.768 $-41.073 $
-54,2 %
MARCHEX INCMCHX21.600 $+5.300 $
+32,5 %
Bitfarms LtdBITF12.548 $+1.214 $
+10,7 %
125.055.894 $-773.989.157 $
-76,3 %
1.014.760.052 $-79.680.342 $
-11,1 %
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