Investments: Ellsworth Advisors, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
488.391.556 $+65.651.327 $
+13,5 %
453.618.660 $+80.044.004 $
+29,1 %
399.189.928 $+64.947.878 $
+25,4 %
BANK OF AMERICA CORP /DE/BAC228.109.969 $+38.273.877 $
+20,2 %
189.836.092 $+21.751.298 $
+12,9 %
168.084.794 $-2.071.169 $
-1,2 %
SPS COMMERCE INCSPSC19.169.652 $+1.553.479 $
+8,8 %
17.616.173 $+4.076.539 $
+30,1 %
13.539.634 $+910.170 $
+7,2 %
CELESTICA INCCLS15.659.840 $+5.291.326 $
+51,0 %
10.368.514 $+10.368.514 $
NVIDIA CORPNVDA15.239.628 $+103.166 $
+0,7 %
15.136.462 $+1.509.558 $
+11,1 %
13.626.904 $+4.828.555 $
+54,9 %
APPFOLIO INCAPPF12.068.652 $+133.462 $
+1,1 %
11.935.190 $+4.486.653 $
+60,2 %
7.448.537 $-435.546 $
-5,5 %
ALPHA PRO TECH LTDAPT11.391.950 $+2.621.357 $
+29,9 %
8.770.593 $+3.205.418 $
+57,6 %
5.565.175 $+738.783 $
+15,3 %
JOHNSON & JOHNSONJNJ10.800.762 $+1.706.262 $
+18,8 %
9.094.500 $+2.050.934 $
+29,1 %
7.043.566 $-355.638 $
-4,8 %
ADVANCED MICRO DEVICES INCAMD8.361.017 $-1.292.262 $
-13,4 %
9.653.279 $+3.563.073 $
+58,5 %
6.090.206 $+6.090.206 $
AMGEN INCAMGN9.180.627 $+1.467.880 $
+19,0 %
7.712.747 $+935.850 $
+13,8 %
6.776.897 $+813.926 $
+13,6 %
MICROSOFT CORPMSFT8.227.223 $-390.093 $
-4,5 %
8.617.316 $+530.319 $
+6,6 %
8.086.997 $+2.112.794 $
+35,4 %
AngloGold Ashanti PLCAU7.769.386 $+1.715.605 $
+28,3 %
6.053.781 $+6.053.781 $
DARDEN RESTAURANTS INCDRI7.163.606 $+1.314.702 $
+22,5 %
5.848.904 $-959.642 $
-14,1 %
6.808.546 $-30.262 $
-0,4 %
AMAZON COM INCAMZN7.064.657 $+805.582 $
+12,9 %
6.259.075 $+85.221 $
+1,4 %
6.173.854 $+1.749.548 $
+39,5 %
Vertiv Holdings CoVRT6.207.528 $-374.635 $
-5,7 %
6.582.163 $+6.582.163 $
CHEVRON CORPCVX6.534.505 $+228.306 $
+3,6 %
6.306.199 $+282.326 $
+4,7 %
6.023.873 $-703.945 $
-10,5 %
GOLDMAN SACHS GROUP INCGS6.473.673 $+1.443.431 $
+28,7 %
5.030.242 $+227.315 $
+4,7 %
4.802.927 $+4.802.927 $
GENUINE PARTS COGPC6.454.736 $+545.114 $
+9,2 %
5.909.622 $+371.805 $
+6,7 %
5.537.817 $+215.476 $
+4,0 %
AT&T INC.T5.132.483 $-478.495 $
-8,5 %
5.610.978 $-808.499 $
-12,6 %
6.419.477 $-149.691 $
-2,3 %
BERKSHIRE HATHAWAY INCBRK-B6.236.077 $+85.309 $
+1,4 %
6.150.768 $+124.305 $
+2,1 %
6.026.463 $-492.316 $
-7,6 %
Duke Energy CORPDUK6.173.899 $-47.263 $
-0,8 %
6.221.162 $+356.772 $
+6,1 %
5.864.390 $-231.609 $
-3,8 %
NUCOR CORPNUE2.804.947 $+631.703 $
+29,1 %
2.173.244 $-3.966.338 $
-64,6 %
6.139.582 $+659.419 $
+12,0 %
Medtronic plcMDT6.138.792 $+546.338 $
+9,8 %
5.592.454 $+184.340 $
+3,4 %
5.408.114 $+20.737 $
+0,4 %
TechnipFMC plcFTI6.096.312 $+2.089.174 $
+52,1 %
4.007.138 $+4.007.138 $
Public StoragePSA5.271.360 $-522.463 $
-9,0 %
5.793.823 $+216.476 $
+3,9 %
5.577.347 $+23.044 $
+0,4 %
Aptiv PLCAPTV5.379.558 $+5.379.558 $
TEXTRON INCTXT5.005.234 $+5.005.234 $
LAM RESEARCH CORPLRCX4.992.835 $+1.505.559 $
+43,2 %
3.487.276 $+1.098.560 $
+46,0 %
2.388.716 $+783.536 $
+48,8 %
CATERPILLAR INCCAT552.576 $+110.443 $
+25,0 %
442.133 $-4.395.477 $
-90,9 %
4.837.610 $+4.389.922 $
+980,6 %
ELI LILLY & CoLLY4.629.782 $+1.074.609 $
+30,2 %
3.555.173 $+1.542.334 $
+76,6 %
2.012.839 $+86.487 $
+4,5 %
MORGAN STANLEYMS4.390.870 $+255.396 $
+6,2 %
4.135.474 $+357.726 $
+9,5 %
3.777.748 $+98.304 $
+2,7 %
BARRICK MINING CORPB4.205.994 $+4.205.994 $
METLIFE INCMET4.200.650 $+4.200.650 $
MERCADOLIBRE INCMELI3.394.116 $-756.328 $
-18,2 %
4.150.444 $+1.011.494 $
+32,2 %
Option Care Health, Inc.OPCH3.820.428 $+3.820.428 $
RTX CorpRTX3.653.258 $+740.717 $
+25,4 %
2.912.541 $+236.098 $
+8,8 %
2.676.443 $+313.454 $
+13,3 %
EXXON MOBIL CORPXOM3.636.784 $+596.731 $
+19,6 %
3.040.053 $+353.055 $
+13,1 %
2.686.998 $-247.260 $
-8,4 %
RAYMOND JAMES FINANCIAL INCRJF3.603.442 $+166.767 $
+4,9 %
3.436.675 $+278.296 $
+8,8 %
3.158.379 $+266.353 $
+9,2 %
JPMORGAN CHASE & COJPM3.228.955 $+391.580 $
+13,8 %
2.837.375 $+452.815 $
+19,0 %
2.384.560 $+140.410 $
+6,3 %
FREEPORT-MCMORAN INCFCX3.073.452 $+1.209.849 $
+64,9 %
1.863.603 $+1.863.603 $
MICROCHIP TECHNOLOGY INCMCHP2.864.432 $+478.169 $
+20,0 %
2.386.263 $-81.112 $
-3,3 %
2.467.375 $+888.501 $
+56,3 %
Sony Group CorpSONY2.319.717 $-447.165 $
-16,2 %
2.766.882 $+301.008 $
+12,2 %
2.465.874 $+100.643 $
+4,3 %
NICOLET BANKSHARES INCNIC2.653.670 $+885.562 $
+50,1 %
1.768.108 $-958.334 $
-35,1 %
2.726.442 $+639.311 $
+30,6 %
Eaton Corp plcETN2.601.320 $-29.111 $
-1,1 %
2.630.431 $+2.414.790 $
+1.119,8 %
215.641 $-100.717 $
-31,8 %
CVS HEALTH CorpCVS2.615.023 $+238.784 $
+10,0 %
2.376.239 $+625.681 $
+35,7 %
1.750.558 $+1.750.558 $
Walt Disney CoDIS2.464.217 $+86.728 $
+3,6 %
2.377.489 $-111.304 $
-4,5 %
2.488.793 $+636.836 $
+34,4 %
PEPSICO INCPEP2.478.236 $+42.924 $
+1,8 %
2.435.312 $+431.814 $
+21,6 %
2.003.498 $-92.457 $
-4,4 %
ROYAL GOLD INCRGLD1.922.017 $+566.605 $
+41,8 %
1.355.412 $+266.320 $
+24,5 %
1.089.092 $+174.581 $
+19,1 %
Parker-Hannifin CorpPH1.869.263 $+875.924 $
+88,2 %
993.339 $+15.481 $
+1,6 %
977.858 $+66.083 $
+7,2 %
Sunoco LPSUN1.852.352 $+32.660 $
+1,8 %
EQUINOR ASAEQNR1.796.479 $+1.796.479 $
Zoetis Inc.ZTS1.793.258 $+6.822 $
+0,4 %
1.786.436 $+102.927 $
+6,1 %
RIO TINTO PLCRIO1.737.219 $+495.443 $
+39,9 %
1.241.776 $+316.571 $
+34,2 %
925.205 $+102.349 $
+12,4 %
NETFLIX INCNFLX1.046.738 $-391.194 $
-27,2 %
1.437.932 $-87.337 $
-5,7 %
1.525.269 $+532.125 $
+53,6 %
MCDONALDS CORPMCD1.475.772 $+241.265 $
+19,5 %
1.234.507 $+1.234.507 $
EVERSOURCE ENERGYES1.376.477 $+142.981 $
+11,6 %
1.233.496 $+252.857 $
+25,8 %
980.639 $+128.428 $
+15,1 %
TAT TECHNOLOGIES LTDTATT1.365.773 $+224.601 $
+19,7 %
1.141.172 $+289.931 $
+34,1 %
851.241 $+851.241 $
ASTRONICS CORPATRO1.364.349 $+446.418 $
+48,6 %
917.931 $+917.931 $
SHERWIN WILLIAMS COSHW1.356.949 $+74.092 $
+5,8 %
1.282.857 $-62.578 $
-4,7 %
1.345.435 $-48.379 $
-3,5 %
LIGAND PHARMACEUTICALS INCLGND1.287.265 $-2.984 $
-0,2 %
1.290.249 $+457.316 $
+54,9 %
832.933 $+68.355 $
+8,9 %
IRADIMED CORPIRMD1.211.608 $+333.953 $
+38,1 %
877.655 $+152.402 $
+21,0 %
725.253 $+96.333 $
+15,3 %
Amcor plcAMCR1.006.539 $+142.739 $
+16,5 %
863.800 $+18.449 $
+2,2 %
845.351 $+66.499 $
+8,5 %
CECO ENVIRONMENTAL CORPCECO995.510 $+229.432 $
+29,9 %
766.078 $+766.078 $
IBEX LtdIBEX989.655 $+44.147 $
+4,7 %
945.508 $+195.310 $
+26,0 %
750.198 $+750.198 $
GORMAN RUPP COGRC989.498 $+148.253 $
+17,6 %
841.245 $+841.245 $
ALLIENT INCALNT967.017 $+967.017 $
EZCORP INCEZPW964.820 $+132.221 $
+15,9 %
832.599 $+308.379 $
+58,8 %
524.220 $-24.571 $
-4,5 %
Bank First CorpBFC934.230 $+15.773 $
+1,7 %
918.457 $+76.671 $
+9,1 %
841.786 $+841.786 $
PROASSURANCE CORPPRA898.812 $+19.884 $
+2,3 %
878.928 $-43.472 $
-4,7 %
922.400 $-32.125 $
-3,4 %
UNITED FIRE GROUP INCUFCS914.583 $+137.410 $
+17,7 %
777.173 $+777.173 $
ASURE SOFTWARE INCASUR864.209 $+864.209 $
Blue Bird CorpBLBD852.713 $+852.713 $
Walmart Inc.WMT850.140 $+37.465 $
+4,6 %
812.675 $+178.070 $
+28,1 %
634.605 $+149.275 $
+30,8 %
COMMVAULT SYSTEMS INCCVLT768.375 $-76.254 $
-9,0 %
844.629 $+100.317 $
+13,5 %
WINMARK CORPWINA824.168 $+824.168 $
GigaCloud Technology IncGCT795.841 $+795.841 $
CORVEL CORPCRVL786.267 $-69.184 $
-8,1 %
CORCEPT THERAPEUTICS INCCORT768.561 $+768.561 $
BUILD-A-BEAR WORKSHOP INCBBW714.209 $+714.209 $
1ST SOURCE CORPSRCE709.020 $+100.270 $
+16,5 %
608.750 $+72.713 $
+13,6 %
536.037 $+33.334 $
+6,6 %
PROCTER & GAMBLE CoPG660.253 $-43.254 $
-6,1 %
703.507 $+101.914 $
+16,9 %
601.593 $-46.100 $
-7,1 %
ANI PHARMACEUTICALS INCANIP649.825 $+649.825 $
UNITIL CORPUTL617.540 $-53.926 $
-8,0 %
VERRA MOBILITY CorpVRRM613.307 $+613.307 $
MCGRATH RENTCORPMGRC605.399 $+605.399 $
NBT BANCORP INCNBTB600.314 $-5.863 $
-1,0 %
Knife River CorpKNF591.400 $-57.390 $
-8,8 %
CrossAmerica Partners LPCAPL560.196 $-88.133 $
-13,6 %
ENBRIDGE INCENB478.940 $-8.185 $
-1,7 %
487.125 $+23.430 $
+5,1 %
463.695 $+10.334 $
+2,3 %
Grayscale Bitcoin Mini Trust ETFBTC372.943 $-74.626 $
-16,7 %
447.569 $+27.082 $
+6,4 %
420.487 $+420.487 $
EQT CorpEQT210.236 $-22.612 $
-9,7 %
232.848 $-190.205 $
-45,0 %
423.053 $+423.053 $
Palo Alto Networks IncPANW310.881 $-100.039 $
-24,3 %
410.920 $+82.268 $
+25,0 %
328.652 $+50.338 $
+18,1 %
STRYKER CORPSYK339.181 $-4.905 $
-1,4 %
344.086 $-16.602 $
-4,6 %
360.688 $+22.065 $
+6,5 %
Mastercard IncMA267.557 $-11.850 $
-4,2 %
279.407 $+52.147 $
+22,9 %
227.260 $+9.171 $
+4,2 %
NOVARTIS AGNVS242.635 $+22.339 $
+10,1 %
220.296 $+15.187 $
+7,4 %
205.109 $+205.109 $
PALATIN TECHNOLOGIES INCPTNT219.136 $+219.136 $
488.391.556 $+65.651.327 $
+13,5 %
453.618.660 $+80.044.004 $
+29,1 %
399.189.928 $+64.947.878 $
+25,4 %
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