Investments: Cypress Point Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Cypress Point Wealth Management, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
212.534.860 $+2.539.593 $
+60,9 %
98213.762.567 $-4.478.688 $
+74,9 %
79223.589.893 $-50.986.680 $
+8,9 %
44274.992.484 $+53.522.770 $
+9,0 %
36
Palantir Technologies Inc.PLTR→ 0Neutral108.054.038 $-27.645.969 $
-20,4 %
1135.700.007 $-28.875.163 $
-17,5 %
1164.575.170 $-57.312.674 $
-25,8 %
1221.887.844 $+53.787.289 $
+32,0 %
1
SCHWAB STRATEGIC TRUST→ 09.121.970 $+820.859 $
+9,9 %
18.301.111 $+268.864 $
+3,3 %
18.032.247 $-51.657 $
-0,6 %
18.083.904 $+467.396 $
+6,1 %
1
SONATA CAPITAL GROUP INC→ 03.646.143 $+235.100 $
+6,9 %
13.411.043 $-2.465.890 $
-42,0 %
15.876.933 $-2.758.138 $
-31,9 %
18.635.071 $+387.240 $
+4,7 %
1
Apple Inc.AAPL→ 0Neutral7.725.345 $+1.157.000 $
+17,6 %
16.568.345 $+4.568.267 $
+228,4 %
12.000.078 $+636.024 $
+46,6 %
11.364.054 $-160.768 $
-10,5 %
1
BlackRock Finance, Inc.→ 06.014.695 $+3.044.245 $
+102,5 %
12.970.450 $-3.281.313 $
-52,5 %
16.251.763 $+2.979.784 $
+91,1 %
13.271.979 $+43.169 $
+1,3 %
1
EXXON MOBIL CORPXOM→ 0Stark5.181.926 $+162.785 $
+3,2 %
15.019.141 $+316.564 $
+6,7 %
14.702.577 $+206.454 $
+4,6 %
1
VANGUARD GROUP INC→ 04.777.914 $+4.777.914 $1
Alphabet Inc.GOOGL→ 0Neutral4.057.783 $+877.540 $
+27,6 %
13.180.243 $+2.450.679 $
+335,9 %
1729.564 $+187.262 $
+34,5 %
1542.302 $+147.254 $
+37,3 %
1
NVIDIA CORPNVDA→ 0Neutral4.029.032 $+1.157.533 $
+40,3 %
12.871.499 $+2.670.969 $
+1.332,0 %
1200.530 $+200.530 $1
KLA CORPKLAC→ 0Sehr stark3.914.386 $+3.543.338 $
+955,0 %
1371.048 $+371.048 $1
VANGUARD STAR FDS→ 03.814.978 $+397.013 $
+11,6 %
13.417.965 $+1.848.105 $
+117,7 %
13.341.906 $+1.151.086 $
+52,5 %
13.220.807 $+741.067 $
+29,9 %
1
iSHARES TRUST→ 0726.424 $-2.938.127 $
-80,2 %
13.664.551 $+2.120.906 $
+137,4 %
11.543.645 $+13.744 $
+0,9 %
11.529.901 $+11.120 $
+0,7 %
1
New York Life Investments ETF Trust→ 01.137.928 $+6.275 $
+0,6 %
11.131.653 $-396.044 $
-25,9 %
11.527.697 $-1.644.546 $
-51,8 %
13.172.243 $+48.730 $
+1,6 %
1
Meta Platforms, Inc.META→ 0Neutral2.777.020 $-113.953 $
-3,9 %
12.890.973 $+175.362 $
+6,5 %
12.715.611 $-55.940 $
-2,0 %
12.771.551 $-1.604.585 $
-36,7 %
1
MICROSOFT CORPMSFT→ 0Neutral2.795.048 $+353.769 $
+14,5 %
12.441.279 $+1.562.048 $
+177,7 %
1879.231 $+41.179 $
+4,9 %
1838.052 $+33.235 $
+4,1 %
1
CONOCOPHILLIPSCOP→ 0Sehr stark982.315 $-1.768.801 $
-64,3 %
12.751.116 $+2.751.116 $1
AMAZON COM INCAMZN→ 0Stark2.712.786 $+870.429 $
+47,2 %
11.842.357 $+1.421.572 $
+337,8 %
1420.785 $+140.833 $
+50,3 %
1279.952 $-14.470 $
-4,9 %
1
DEERE & CODE→ 0Stark2.385.716 $+2.385.716 $1
ISHARES INC→ 02.026.083 $+350.965 $
+21,0 %
12.069.388 $+907.225 $
+78,1 %
12.190.820 $+697.207 $
+46,7 %
12.334.010 $-886.797 $
-27,5 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.246.550 $+92.130 $
+4,3 %
12.154.420 $-109.980 $
-4,9 %
12.264.400 $+1.800 $
+0,1 %
12.262.600 $+76.200 $
+3,5 %
1
Moloney Securities Asset Management, LLC→ 02.170.053 $+547.959 $
+33,8 %
11.622.094 $+723.492 $
+80,5 %
1898.602 $+247.291 $
+38,0 %
1651.311 $+318.555 $
+95,7 %
1
MICRON TECHNOLOGY INCMU→ 0Stark1.807.619 $+1.576.198 $
+681,1 %
1231.421 $+231.421 $1
Broadcom Inc.AVGO→ 0Stark1.745.961 $+783.384 $
+81,4 %
1962.577 $+962.577 $1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral1.733.190 $+1.517.178 $
+702,4 %
1216.012 $+216.012 $1
VANGUARD WHITEHALL FDS→ 01.675.118 $+411.786 $
+32,6 %
11.569.860 $+192.470 $
+14,0 %
11.493.613 $+678.873 $
+83,3 %
11.466.867 $-867.143 $
-37,2 %
1
VANGUARD MUN BD FDS→ 01.263.332 $-2.551.646 $
-66,9 %
11.377.390 $-691.998 $
-33,4 %
11.162.163 $-2.179.743 $
-65,2 %
1814.740 $-652.127 $
-44,5 %
1
COCA COLA COKO→ 0Neutral1.323.585 $+177.718 $
+15,5 %
11.145.867 $+185.218 $
+19,3 %
1960.649 $+55.711 $
+6,2 %
1904.938 $-55.714 $
-5,8 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.136.260 $+711.294 $
+167,4 %
1424.966 $+424.966 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral1.042.299 $+440.220 $
+73,1 %
1602.079 $+313.008 $
+108,3 %
1289.071 $+17.987 $
+6,6 %
1271.084 $+22.502 $
+9,1 %
1
Tesla, Inc.TSLA→ 0Schwach955.604 $+187.940 $
+24,5 %
1767.664 $+405.639 $
+112,0 %
1362.025 $+37.379 $
+11,5 %
1324.646 $+94.024 $
+40,8 %
1
NETFLIX INCNFLX→ 0Neutral498.515 $-410.391 $
-45,2 %
1908.906 $+546.992 $
+151,1 %
1361.914 $-100.870 $
-21,8 %
1462.784 $-54.121 $
-10,5 %
1
Cypress Point Wealth Management, LLC→ 0843.082 $+548.084 $
+185,8 %
1294.998 $+294.998 $1
Blend Labs, Inc.BLND→ 0Stark386.192 $+19.258 $
+5,2 %
1366.934 $-289.229 $
-44,1 %
1656.163 $-142.191 $
-17,8 %
1798.354 $+71.416 $
+9,8 %
1
VISA INC.V→ 0Neutral774.236 $+387.066 $
+100,0 %
1387.170 $+387.170 $1
ELI LILLY & CoLLY→ 0Neutral764.037 $+416.363 $
+119,8 %
1347.674 $+347.674 $1
ARROWHEAD PHARMACEUTICALS, INC.ARWR→ 0Neutral702.240 $-41.328 $
-5,6 %
1743.568 $+743.568 $1
iShares, Inc.→ 0722.098 $+82.443 $
+12,9 %
1639.655 $+29.758 $
+4,9 %
1609.897 $+29.623 $
+5,1 %
1580.274 $+300.186 $
+107,2 %
1
LAM RESEARCH CORPLRCX→ 0Stark707.195 $+707.195 $1
Voyager Technologies, Inc./TXVOYG→ 0Neutral702.212 $+702.212 $1
AST SpaceMobile, Inc.ASTS→ 0Schwach662.960 $+81.920 $
+14,1 %
1581.040 $+581.040 $1
UNITED STATES ANTIMONY CORPUAMY→ 0Neutral646.640 $+274.803 $
+73,9 %
1371.837 $+371.837 $1
CITIGROUP INCC→ 0Neutral626.745 $+328.822 $
+110,4 %
1297.923 $+297.923 $1
WisdomTree, Inc.WT→ 0Neutral565.242 $+83.508 $
+17,3 %
1481.734 $-135.598 $
-22,0 %
1617.332 $-2.796 $
-0,5 %
1620.128 $+266.136 $
+75,2 %
1
AT&T INC.T→ 0Stark428.874 $-186.948 $
-30,4 %
1615.822 $+270.977 $
+78,6 %
1344.845 $-47.023 $
-12,0 %
1391.868 $-9.554 $
-2,4 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark585.885 $+222.093 $
+61,0 %
1363.792 $+363.792 $1
CrowdStrike Holdings, Inc.CRWD→ 0Stark578.461 $+243.098 $
+72,5 %
1335.363 $-44.802 $
-11,8 %
1380.165 $+179.109 $
+89,1 %
1201.056 $-7.762 $
-3,7 %
1
CATERPILLAR INCCAT→ 0Sehr stark555.878 $+555.878 $1
AbbVie Inc.ABBV→ 0Stark517.121 $+274.619 $
+113,2 %
1242.502 $+242.502 $1
GE Vernova Inc.GEV→ 0Neutral509.890 $+185.171 $
+57,0 %
1324.719 $+324.719 $1
Marvell Technology, Inc.MRVL→ 0Stark491.519 $+289.853 $
+143,7 %
1201.666 $+201.666 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0488.749 $+488.749 $1
Salesforce, Inc.CRM→ 0Neutral352.329 $-132.453 $
-27,3 %
1484.782 $+76.025 $
+18,6 %
1408.757 $+43.066 $
+11,8 %
1365.691 $-55.070 $
-13,1 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral470.099 $+100.016 $
+27,0 %
1370.083 $+370.083 $1
TRAVELERS COMPANIES, INC.TRV→ 0Neutral461.508 $+107.700 $
+30,4 %
1353.808 $+353.808 $1
LOEWS CORPL→ 0Sehr stark430.312 $-27.603 $
-6,0 %
1457.915 $+457.915 $1
Dell Technologies Inc.DELL→ 0Stark454.759 $+454.759 $1
BlackRock Fund Advisors→ 0356.870 $-85.242 $
-19,3 %
1442.112 $-26 $
-0,0 %
1442.138 $-77.525 $
-14,9 %
1
JPMORGAN CHASE & COJPM→ 0Neutral407.854 $+125.754 $
+44,6 %
1282.100 $+282.100 $1
FRANCO NEVADA CorpFNV→ 0Schwach326.834 $-60.541 $
-15,6 %
1387.375 $+387.375 $1
Walmart Inc.WMT→ 0Stark380.789 $+127.662 $
+50,4 %
1253.127 $+253.127 $1
ALLSTATE CORPALL→ 0Stark377.849 $+76.169 $
+25,2 %
1301.680 $+301.680 $1
DOMINION ENERGY, INCD→ 0Neutral368.015 $+368.015 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark367.640 $+367.640 $1
Merck & Co., Inc.MRK→ 0Stark301.114 $-45.683 $
-13,2 %
1346.797 $-28.264 $
-7,5 %
1
Trade Desk, Inc.TTD→ 0Stark220.411 $-121.229 $
-35,5 %
1341.640 $+341.640 $1
Robinhood Markets, Inc.HOOD→ 0Neutral279.982 $+13.179 $
+4,9 %
1266.803 $-70.959 $
-21,0 %
1337.762 $+92.545 $
+37,7 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark327.022 $+327.022 $1
QUALCOMM INC/DEQCOM→ 0Neutral313.959 $+313.959 $1
TERAWULF INC.WULF→ 0Schwach312.785 $+19.790 $
+6,8 %
1292.995 $+292.995 $1
SPDR SERIES TRUST→ 0310.241 $+2.708 $
+0,9 %
1307.533 $+2.600 $
+0,9 %
1304.933 $+2.949 $
+1,0 %
1301.984 $+3.171 $
+1,1 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral309.662 $+309.662 $1
KKR & Co. Inc.KKR→ 0Schwach249.275 $+3.965 $
+1,6 %
1245.310 $-51.081 $
-17,2 %
1296.391 $-5.743 $
-1,9 %
1302.134 $-7.161 $
-2,3 %
1
POWELL INDUSTRIES INCPOWL→ 0Stark300.300 $+300.300 $1
WESTERN DIGITAL CORPWDC→ 0Stark299.560 $+299.560 $1
ENTERPRISE PRODUCTS PARTNERS L.P.EPD→ 0294.485 $+294.485 $1
AppLovin CorpAPP→ 0Neutral290.590 $+290.590 $1
VALERO ENERGY CORP/TXVLO→ 0Stark287.526 $+287.526 $1
Constellation Energy CorpCEG→ 0Neutral282.894 $+282.894 $1
Booking Holdings Inc.BKNG→ 0Neutral201.946 $-80.146 $
-28,4 %
1282.092 $+282.092 $1
AMERICAN EXPRESS COAXP→ 0Stark279.057 $+54.919 $
+24,5 %
1224.138 $+224.138 $1
ABBOTT LABORATORIESABT→ 0Neutral278.750 $+278.750 $1
SYSCO CORPSYY→ 0Stark276.316 $+76.147 $
+38,0 %
1200.169 $+200.169 $1
ALTRIA GROUP, INC.MO→ 0Stark274.634 $+274.634 $1
CVS HEALTH CorpCVS→ 0Neutral274.040 $+274.040 $1
Accenture plcACN→ 0Neutral273.442 $+273.442 $1
Marathon Petroleum CorpMPC→ 0Stark268.198 $+268.198 $1
SIMON PROPERTY GROUP INC.SPG→ 0Stark266.144 $+266.144 $1
Uber Technologies, IncUBER→ 0Schwach263.312 $+59.893 $
+29,4 %
1203.419 $+203.419 $1
NEXTERA ENERGY INCNEE→ 0Sehr stark263.310 $+263.310 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral261.066 $+261.066 $1
SELECT SECTOR SPDR TRUST→ 0257.965 $+257.965 $1
CHEVRON CORPCVX→ 0Sehr stark250.132 $-7.459 $
-2,9 %
1257.591 $+257.591 $1
INTUIT INC.INTU→ 0Neutral248.619 $+248.619 $1
Seagate Technology Holdings plcSTX→ 0Sehr stark248.005 $+248.005 $1
Vertiv Holdings CoVRT→ 0Stark246.763 $+246.763 $1
GENERAL ELECTRIC COGE→ 0Stark207.717 $-35.640 $
-14,6 %
1243.357 $+243.357 $1
HOME DEPOT, INC.HD→ 0Neutral236.801 $+236.801 $1
ETSY INCETSY→ 0Neutral236.386 $+236.386 $1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral235.935 $+235.935 $1
Elevance Health, Inc.ELV→ 0Neutral235.906 $+235.906 $1
JAMES INVESTMENT RESEARCH, INC.→ 0230.739 $+3.418 $
+1,5 %
1227.321 $-283 $
-0,1 %
1227.604 $+678 $
+0,3 %
1226.926 $+226.926 $1
ORACLE CORPORCL→ 0Stark230.185 $+230.185 $1
United Airlines Holdings, Inc.UAL→ 0Sehr stark224.248 $+224.248 $1
INTEL CORPINTC→ 0Neutral221.295 $+221.295 $1
Blackstone Inc.BX→ 0Neutral220.397 $+220.397 $1
ARGAN INCAGX→ 0Stark215.609 $+215.609 $1
Phillips 66PSX→ 0Stark215.337 $+215.337 $1
ISHARES TR→ 0213.690 $-1.812.393 $
-89,5 %
1
EXELON CORPEXC→ 0Neutral212.261 $+212.261 $1
Fold Holdings, Inc.FLD→ 024.299 $-46.459 $
-65,7 %
170.758 $-71.498 $
-50,3 %
1142.256 $-68.130 $
-32,4 %
1210.386 $+210.386 $1
MUELLER INDUSTRIES INCMLI→ 0Sehr stark209.104 $+209.104 $1
MOODYS CORP /DE/MCO→ 0Stark208.344 $+208.344 $1
AGNICO EAGLE MINES LTDAEM→ 0Schwach207.649 $+207.649 $1
PROSPERITY BANCSHARES INCPB→ 0Stark207.330 $+207.330 $1
H&R BLOCK INCHRB→ 0Stark204.795 $+204.795 $1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark202.087 $+202.087 $1
VORNADO REALTY TRUSTVNO→ 0Stark201.806 $+201.806 $1
BELLRING BRANDS, INC.BRBR→ 0Stark136.595 $+136.595 $1
Uranium Royalty Corp. /CAUROY→ 065.098 $+65.098 $1
Voyager Therapeutics, Inc.VYGR→ 0Neutral39.508 $+39.508 $1
CLARIVATE PLCCLVT→ 0Schwach31.041 $+31.041 $1
RenovoRx, Inc.RNXT→ 0Schwach20.200 $+3.398 $
+20,2 %
116.802 $+16.802 $1
212.534.860 $+2.539.593 $
+60,9 %
98213.762.567 $-4.478.688 $
+74,9 %
79223.589.893 $-50.986.680 $
+8,9 %
44274.992.484 $+53.522.770 $
+9,0 %
36
Erweitert ×