Investments: Oak Harvest Investment Services

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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
836.756.821 $+69.073.826 $
+38,1 %
781.066.384 $+65.698.817 $
+17,3 %
729.980.835 $+81.194.700 $
+1.002,3 %
BANK OF AMERICA CORP /DE/BAC412.093.786 $+17.291.942 $
+4,4 %
394.801.844 $+13.419.726 $
+3,5 %
381.382.118 $+26.126.569 $
+7,4 %
APPFOLIO INCAPPF33.632.261 $-2.763.272 $
-7,6 %
36.395.533 $+12.950.785 $
+55,2 %
23.444.748 $-2.250.928 $
-8,8 %
JPMORGAN CHASE & COJPM26.455.773 $+1.042.338 $
+4,1 %
25.413.435 $-3.393.468 $
-11,8 %
28.806.903 $+4.429.637 $
+18,2 %
BlackRock, Inc.BLK23.510.595 $+1.103.104 $
+4,9 %
22.407.491 $+1.048.795 $
+4,9 %
21.358.696 $+1.314.229 $
+6,6 %
MORGAN STANLEYMS22.568.963 $+2.187.778 $
+10,7 %
20.381.185 $+1.927.133 $
+10,4 %
18.454.052 $+3.650.802 $
+24,7 %
MICROSOFT CORPMSFT21.675.657 $+8.705.221 $
+67,1 %
12.970.436 $+6.172.693 $
+90,8 %
6.797.743 $+1.635.072 $
+31,7 %
AGNICO EAGLE MINES LTDAEM13.179.940 $-5.048.644 $
-27,7 %
18.228.584 $+5.665.770 $
+45,1 %
12.562.814 $+584.702 $
+4,9 %
RIO TINTO PLCRIO15.210.342 $+15.210.342 $
NVIDIA CORPNVDA14.930.577 $+334.131 $
+2,3 %
14.596.446 $+2.268.995 $
+18,4 %
12.327.451 $+6.296.528 $
+104,4 %
NORTHERN TRUST CORPNTRS6.555.715 $-3.620.590 $
-35,6 %
10.176.305 $-4.549.739 $
-30,9 %
14.726.044 $+2.631.419 $
+21,8 %
Duke Energy CORPDUK10.939.500 $-2.308.288 $
-17,4 %
13.247.788 $+1.051.592 $
+8,6 %
12.196.196 $+4.801.525 $
+64,9 %
JOHNSON & JOHNSONJNJ11.462.619 $+1.134.585 $
+11,0 %
10.328.034 $+1.995.605 $
+23,9 %
8.332.429 $-574.005 $
-6,4 %
ORACLE CORPORCL609.051 $-8.355.913 $
-93,2 %
8.964.964 $-2.407.575 $
-21,2 %
11.372.539 $+4.278.138 $
+60,3 %
DEERE & CODE7.669.095 $+7.181.272 $
+1.472,1 %
487.823 $-10.800.969 $
-95,7 %
11.288.792 $+7.882.950 $
+231,5 %
3M COMMM10.994.817 $+4.084.342 $
+59,1 %
6.910.475 $+482.255 $
+7,5 %
6.428.220 $+6.428.220 $
VERIZON COMMUNICATIONS INCVZ10.696.071 $+10.696.071 $
Eaton Corp plcETN8.700.101 $-1.910.635 $
-18,0 %
10.610.736 $+5.752.459 $
+118,4 %
4.858.277 $+3.906.872 $
+410,6 %
CHEVRON CORPCVX8.739.617 $-1.819.600 $
-17,2 %
10.559.217 $+1.018.919 $
+10,7 %
9.540.298 $-1.315.931 $
-12,1 %
AMGEN INCAMGN7.495.050 $-2.798.809 $
-27,2 %
10.293.859 $+489.083 $
+5,0 %
9.804.776 $-829.225 $
-7,8 %
AMAZON COM INCAMZN9.761.566 $+951.792 $
+10,8 %
8.809.774 $-164.582 $
-1,8 %
8.974.356 $+1.264.505 $
+16,4 %
Medtronic plcMDT9.551.726 $+2.519.300 $
+35,8 %
7.032.426 $+7.032.426 $
MCDONALDS CORPMCD9.323.410 $+4.005.107 $
+75,3 %
5.318.303 $+283.421 $
+5,6 %
5.034.882 $-3.109.203 $
-38,2 %
ELI LILLY & CoLLY9.142.298 $+2.971.823 $
+48,2 %
6.170.475 $+3.073.027 $
+99,2 %
3.097.448 $+68.327 $
+2,3 %
ANALOG DEVICES INCADI2.235.707 $-6.405.289 $
-74,1 %
8.640.996 $-113.739 $
-1,3 %
8.754.735 $+1.460.572 $
+20,0 %
Walt Disney CoDIS3.963.821 $-1.033.761 $
-20,7 %
4.997.582 $-2.583.670 $
-34,1 %
7.581.252 $+1.176.096 $
+18,4 %
PEPSICO INCPEP7.304.874 $+256.200 $
+3,6 %
7.048.674 $+3.667.729 $
+108,5 %
3.380.945 $-2.829.688 $
-45,6 %
LOCKHEED MARTIN CORPLMT1.267.210 $-38.009 $
-2,9 %
1.305.219 $-5.511.840 $
-80,9 %
6.817.059 $+429.298 $
+6,7 %
PROCTER & GAMBLE CoPG4.933.437 $-1.870.724 $
-27,5 %
6.804.161 $-187.052 $
-2,7 %
RTX CorpRTX6.756.736 $+6.756.736 $
CIENA CORPCIEN6.727.972 $+2.649.066 $
+64,9 %
4.078.906 $+1.196.164 $
+41,5 %
2.882.742 $+2.882.742 $
NUCOR CORPNUE6.329.157 $+6.329.157 $
BOEING COBA6.281.933 $+1.960.369 $
+45,4 %
4.321.564 $+1.404.697 $
+48,2 %
2.916.867 $+638.490 $
+28,0 %
SCHWAB CHARLES CORPSCHW5.733.567 $+1.247.190 $
+27,8 %
4.486.377 $+411.038 $
+10,1 %
4.075.339 $+791.357 $
+24,1 %
ALPHA PRO TECH LTDAPT5.688.500 $+2.452.080 $
+75,8 %
3.236.420 $+1.883.692 $
+139,3 %
1.352.728 $-5.461.974 $
-80,1 %
TWILIO INCTWLO5.620.471 $+2.030.543 $
+56,6 %
3.589.928 $-771.875 $
-17,7 %
4.361.803 $+2.190.649 $
+100,9 %
AbbVie Inc.ABBV5.613.720 $+690.424 $
+14,0 %
4.923.296 $+1.281.450 $
+35,2 %
3.641.846 $+3.641.846 $
WYNN RESORTS LTDWYNN4.868.312 $+546.426 $
+12,6 %
4.321.886 $+1.252.274 $
+40,8 %
3.069.612 $+392.749 $
+14,7 %
COMCAST CORPCMCSA4.747.477 $-1.630.329 $
-25,6 %
EXXON MOBIL CORPXOM4.723.782 $+48.829 $
+1,0 %
4.674.953 $+1.724.869 $
+58,5 %
2.950.084 $-434.977 $
-12,8 %
TechnipFMC plcFTI4.691.099 $+759.196 $
+19,3 %
3.931.903 $+484.838 $
+14,1 %
3.447.065 $-324.806 $
-8,6 %
Vertiv Holdings CoVRT4.378.179 $-245.690 $
-5,3 %
4.623.869 $+712.497 $
+18,2 %
3.911.372 $+3.911.372 $
CELESTICA INCCLS4.377.688 $+1.470.650 $
+50,6 %
2.907.038 $+293.132 $
+11,2 %
2.613.906 $+2.608.606 $
+49.219,0 %
BOSTON SCIENTIFIC CORPBSX3.690.414 $-624.998 $
-14,5 %
4.315.412 $+158.450 $
+3,8 %
CAMECO CORPCCJ4.249.345 $+1.381.836 $
+48,2 %
2.867.509 $+162.642 $
+6,0 %
2.704.867 $+2.704.867 $
FabrinetFN4.203.145 $+1.521.000 $
+56,7 %
2.682.145 $-93.741 $
-3,4 %
2.775.886 $+2.775.886 $
INTUITIVE SURGICAL INCISRG3.816.700 $+439.407 $
+13,0 %
3.377.293 $+441.332 $
+15,0 %
COGNEX CORPCGNX3.480.526 $-236.942 $
-6,4 %
3.717.468 $+782.004 $
+26,6 %
2.935.464 $+2.935.464 $
NETFLIX INCNFLX2.476.108 $-1.090.319 $
-30,6 %
3.566.427 $+918.030 $
+34,7 %
2.648.397 $-2.296.530 $
-46,4 %
Edwards Lifesciences CorpEW3.404.544 $+1.085.054 $
+46,8 %
2.319.490 $+75.958 $
+3,4 %
2.243.532 $+2.243.532 $
PALATIN TECHNOLOGIES INCPTNT3.099.249 $-285.189 $
-8,4 %
3.384.438 $+282.204 $
+9,1 %
3.102.234 $+979.405 $
+46,1 %
MICROCHIP TECHNOLOGY INCMCHP200.466 $-3.180.247 $
-94,1 %
3.380.713 $+3.380.713 $
Mastercard IncMA486.808 $-13.203 $
-2,6 %
500.011 $-2.856.428 $
-85,1 %
3.356.439 $-13.933 $
-0,4 %
Walmart Inc.WMT3.309.637 $+273.596 $
+9,0 %
3.036.041 $+137.560 $
+4,7 %
2.898.481 $-11.836.398 $
-80,3 %
STARBUCKS CORPSBUX3.274.749 $+33.916 $
+1,0 %
3.240.833 $+3.240.833 $
Palo Alto Networks IncPANW2.996.013 $+397.415 $
+15,3 %
2.598.598 $+1.716 $
+0,1 %
2.596.882 $+2.596.882 $
ASML HOLDING NVASML2.991.137 $+2.991.137 $
CARDINAL HEALTH INCCAH2.984.523 $+404.574 $
+15,7 %
KLA CORPKLAC2.701.123 $+2.701.123 $
URBAN OUTFITTERS INCURBN2.516.619 $+351.361 $
+16,2 %
2.165.258 $+1.439.858 $
+198,5 %
725.400 $+725.400 $
AMBARELLA INCAMBA2.263.976 $+1.851.376 $
+448,7 %
412.600 $+412.600 $
CATERPILLAR INCCAT2.210.221 $+326.461 $
+17,3 %
1.883.760 $+211.605 $
+12,7 %
1.672.155 $+247.741 $
+17,4 %
BERKSHIRE HATHAWAY INCBRK-B1.556.707 $-8.825 $
-0,6 %
1.565.532 $+62.560 $
+4,2 %
1.502.972 $-130.451 $
-8,0 %
HUBSPOT INCHUBS1.203.900 $-983.569 $
-45,0 %
DOMINOS PIZZA INCDPZ1.042.050 $+1.042.050 $
FLOWSERVE CORPFLS1.040.700 $+1.040.700 $
HEICO CORPHEI970.770 $+970.770 $
PHOTRONICS INCPLAB960.000 $+960.000 $
BP PLCBP815.829 $+15.984 $
+2,0 %
799.845 $+115.071 $
+16,8 %
684.774 $-148.377 $
-17,8 %
LAM RESEARCH CORPLRCX754.354 $+132.281 $
+21,3 %
622.073 $+156.561 $
+33,6 %
465.512 $+118.012 $
+34,0 %
Oak Harvest Investment Services611.250 $+233.750 $
+61,9 %
377.500 $+377.500 $
CASTLE BIOSCIENCES INCCSTL524.567 $+140.141 $
+36,5 %
384.426 $+39.675 $
+11,5 %
344.751 $+6.753 $
+2,0 %
COCA COLA COKO454.441 $+23.857 $
+5,5 %
430.584 $-71.289 $
-14,2 %
501.873 $-8.357 $
-1,6 %
Daiwa Securities Group Inc.DSEEY303.500 $-658.150 $
-68,4 %
CONOCOPHILLIPSCOP285.491 $-86.280 $
-23,2 %
TENET HEALTHCARE CORPTHC276.420 $-6.009 $
-2,1 %
282.429 $+37.613 $
+15,4 %
244.816 $+244.816 $
AZZ INCAZZ217.040 $-55.785 $
-20,4 %
272.825 $+36.625 $
+15,5 %
236.200 $+27.175 $
+13,0 %
SPS COMMERCE INCSPSC271.869 $+271.869 $
ISHARES GOLD TRUSTIAU254.387 $+254.387 $
Booking Holdings Inc.BKNG209.338 $+209.338 $
Sea LtdSE36.610 $+86 $
+0,2 %
36.524 $+653 $
+1,8 %
35.871 $+556 $
+1,6 %
Snap IncSNAP26.020 $+331 $
+1,3 %
25.689 $+338 $
+1,3 %
25.351 $+422 $
+1,7 %
836.756.821 $+69.073.826 $
+38,1 %
781.066.384 $+65.698.817 $
+17,3 %
729.980.835 $+81.194.700 $
+1.002,3 %
Erweitert ×