Investments: JB Capital 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 (%)
2.100.529.464 $+117.135.310 $
+34,9 %
1.990.380.250 $+157.302.669 $
+37,2 %
1.833.554.747 $+1.833.554.747 $
BANK OF AMERICA CORP /DE/BAC1.310.232.895 $+53.849.431 $
+4,3 %
1.256.383.464 $+91.410.025 $
+7,8 %
1.164.973.439 $+1.164.973.439 $
BlackRock, Inc.BLK401.291.309 $+26.505.289 $
+7,1 %
374.786.020 $+14.765.085 $
+4,1 %
360.020.935 $+360.020.935 $
APPFOLIO INCAPPF35.861.607 $-728.077 $
-2,0 %
36.589.684 $+4.871.667 $
+15,4 %
31.718.017 $+31.718.017 $
ISHARES GOLD TRUSTIAU31.860.637 $+1.284.066 $
+4,2 %
30.576.571 $+15.237.258 $
+99,3 %
15.339.313 $+15.339.313 $
JPMORGAN CHASE & COJPM24.948.594 $+696.658 $
+2,9 %
24.251.936 $+2.627.402 $
+12,2 %
21.624.534 $+21.624.534 $
Walmart Inc.WMT22.898.530 $+1.961.941 $
+9,4 %
20.936.589 $+1.790.655 $
+9,4 %
19.145.934 $+19.145.934 $
COMCAST CORPCMCSA3.107.796 $-12.943.743 $
-80,6 %
16.051.539 $-1.450.438 $
-8,3 %
17.501.977 $+17.501.977 $
AMGEN INCAMGN17.328.052 $+14.092.136 $
+435,5 %
3.235.916 $-64.597 $
-2,0 %
3.300.513 $+3.300.513 $
RTX CorpRTX16.107.916 $+1.432.601 $
+9,8 %
14.675.315 $+2.391.428 $
+19,5 %
12.283.887 $+12.283.887 $
ALPHA PRO TECH LTDAPT15.698.888 $+3.232.251 $
+25,9 %
12.466.637 $+3.139.225 $
+33,7 %
9.327.412 $+9.327.412 $
EMERSON ELECTRIC COEMR15.042.504 $+952.872 $
+6,8 %
14.089.632 $+693.899 $
+5,2 %
13.395.733 $+13.395.733 $
MICROSOFT CORPMSFT13.212.568 $-870.693 $
-6,2 %
14.083.261 $+561.141 $
+4,1 %
13.522.120 $+13.522.120 $
Medtronic plcMDT14.054.558 $+948.116 $
+7,2 %
13.106.442 $+1.995.474 $
+18,0 %
11.110.968 $+11.110.968 $
TARGET CORPTGT13.594.935 $+10.685.077 $
+367,2 %
2.909.858 $-365.992 $
-11,2 %
3.275.850 $+3.275.850 $
PEPSICO INCPEP12.301.429 $+1.079.843 $
+9,6 %
11.221.586 $+1.598.361 $
+16,6 %
9.623.225 $+9.623.225 $
NVIDIA CORPNVDA11.593.684 $+269.591 $
+2,4 %
11.324.093 $+1.422.944 $
+14,4 %
9.901.149 $+9.901.149 $
AMAZON COM INCAMZN7.844.905 $+196.725 $
+2,6 %
7.648.180 $+121.888 $
+1,6 %
7.526.292 $+7.526.292 $
Walt Disney CoDIS4.891.408 $-79.339 $
-1,6 %
4.970.747 $-2.771.847 $
-35,8 %
7.742.594 $+7.742.594 $
MICRON TECHNOLOGY INCMU7.468.531 $+2.847.735 $
+61,6 %
4.620.796 $+261.225 $
+6,0 %
4.359.571 $+4.359.571 $
EAST WEST BANCORP INCEWBC7.308.456 $+668.113 $
+10,1 %
6.640.343 $+637.620 $
+10,6 %
6.002.723 $+6.002.723 $
AKAMAI TECHNOLOGIES INCAKAM6.189.341 $+621.966 $
+11,2 %
5.567.375 $+809.292 $
+17,0 %
4.758.083 $+4.758.083 $
FISERV INCFISV4.364.205 $-1.131.309 $
-20,6 %
5.495.514 $+5.231.897 $
+1.984,7 %
263.617 $+263.617 $
CARPENTER TECHNOLOGY CORPCRS5.431.388 $+1.369.385 $
+33,7 %
4.062.003 $-189.447 $
-4,5 %
4.251.450 $+4.251.450 $
CITIGROUP INCC4.993.674 $+430.911 $
+9,4 %
4.562.763 $+594.861 $
+15,0 %
3.967.902 $+3.967.902 $
ADVANCED MICRO DEVICES INCAMD3.964.296 $-992.611 $
-20,0 %
4.956.907 $+460.961 $
+10,3 %
4.495.946 $+4.495.946 $
SEMTECH CORPSMTC4.943.420 $+414.705 $
+9,2 %
4.528.715 $+4.528.715 $
BERKSHIRE HATHAWAY INCBRK-B4.603.284 $+219.900 $
+5,0 %
4.383.384 $+341.367 $
+8,4 %
4.042.017 $+4.042.017 $
SCHWAB CHARLES CORPSCHW4.013.126 $-300.799 $
-7,0 %
4.313.925 $-37.219 $
-0,9 %
4.351.144 $+4.351.144 $
Eaton Corp plcETN3.337.872 $-970.142 $
-22,5 %
4.308.014 $+53.104 $
+1,2 %
4.254.910 $+4.254.910 $
LAM RESEARCH CORPLRCX395.785 $+85.353 $
+27,5 %
310.432 $-3.986.283 $
-92,8 %
4.296.715 $+4.296.715 $
INCYTE CORPINCY4.050.271 $+687.970 $
+20,5 %
3.362.301 $+3.362.301 $
Aptiv PLCAPTV3.506.408 $-509.235 $
-12,7 %
4.015.643 $+776.327 $
+24,0 %
3.239.316 $+3.239.316 $
AbbVie Inc.ABBV3.864.375 $+2.805.172 $
+264,8 %
1.059.203 $+213.680 $
+25,3 %
845.523 $+845.523 $
PEGASYSTEMS INCPEGA3.693.823 $+453.065 $
+14,0 %
3.240.758 $+3.240.758 $
EXACT SCIENCES CORPEXAS3.663.909 $+1.932.759 $
+111,6 %
1.731.150 $+566.640 $
+48,7 %
1.164.510 $+1.164.510 $
BECTON DICKINSON & COBDX3.510.462 $+84.532 $
+2,5 %
3.425.930 $+196.549 $
+6,1 %
3.229.381 $+3.229.381 $
UNITED PARCEL SERVICE INCUPS3.469.587 $+493.151 $
+16,6 %
2.976.436 $-124.844 $
-4,0 %
3.101.280 $+3.101.280 $
CHART INDUSTRIES INCGTLS3.439.091 $+449.250 $
+15,0 %
2.989.841 $+897.304 $
+42,9 %
2.092.537 $+2.092.537 $
BALL CorpBALL2.656.634 $-374.042 $
-12,3 %
3.030.676 $+3.030.676 $
EXXON MOBIL CORPXOM3.001.095 $+198.972 $
+7,1 %
2.802.123 $+80.415 $
+3,0 %
2.721.708 $+2.721.708 $
Accenture plcACN2.971.889 $+2.743.899 $
+1.203,5 %
227.990 $+227.990 $
GENTEX CORPGNTX2.176.707 $-774.947 $
-26,3 %
2.951.654 $+592.251 $
+25,1 %
2.359.403 $+2.359.403 $
NICOLET BANKSHARES INCNIC2.602.192 $-214.136 $
-7,6 %
2.816.328 $-104.050 $
-3,6 %
2.920.378 $+2.920.378 $
COGNEX CORPCGNX2.535.781 $-244.144 $
-8,8 %
2.779.925 $+1.185.150 $
+74,3 %
1.594.775 $+1.594.775 $
Allegion plcALLE2.657.970 $+2.657.970 $
UNITEDHEALTH GROUP INCUNH2.500.460 $-11.785 $
-0,5 %
2.512.245 $+243.909 $
+10,8 %
2.268.336 $+2.268.336 $
MCDONALDS CORPMCD2.425.043 $+103.651 $
+4,5 %
2.321.392 $+150.410 $
+6,9 %
2.170.982 $+2.170.982 $
GENERAL DYNAMICS CORPGD2.339.931 $-26.120 $
-1,1 %
2.366.051 $+345.263 $
+17,1 %
2.020.788 $+2.020.788 $
Otis Worldwide CorpOTIS2.023.928 $-105.069 $
-4,9 %
2.128.997 $-143.485 $
-6,3 %
2.272.482 $+2.272.482 $
JOHNSON & JOHNSONJNJ1.892.578 $+224.223 $
+13,4 %
1.668.355 $+291.854 $
+21,2 %
1.376.501 $+1.376.501 $
EVERSOURCE ENERGYES1.525.955 $-73.049 $
-4,6 %
1.599.004 $+232.053 $
+17,0 %
1.366.951 $+1.366.951 $
PROCTER & GAMBLE CoPG1.197.508 $-118.264 $
-9,0 %
1.315.772 $-44.358 $
-3,3 %
1.360.130 $+1.360.130 $
ELI LILLY & CoLLY1.309.930 $+383.887 $
+41,5 %
926.043 $+71.943 $
+8,4 %
854.100 $+854.100 $
PFIZER INCPFE1.190.484 $-36.991 $
-3,0 %
1.227.475 $+61.159 $
+5,2 %
1.166.316 $+1.166.316 $
SPS COMMERCE INCSPSC1.149.617 $+187.219 $
+19,5 %
962.398 $+138.747 $
+16,8 %
823.651 $+823.651 $
PALATIN TECHNOLOGIES INCPTNT1.137.632 $+224.770 $
+24,6 %
912.862 $+597.120 $
+189,1 %
315.742 $+315.742 $
GENERAL ELECTRIC COGE1.067.018 $+314.953 $
+41,9 %
752.065 $+107.964 $
+16,8 %
644.101 $+644.101 $
Trane Technologies plcTT620.753 $-352.477 $
-36,2 %
973.230 $-35.270 $
-3,5 %
1.008.500 $+1.008.500 $
VERIZON COMMUNICATIONS INCVZ1.001.380 $+15.124 $
+1,5 %
986.256 $+7.524 $
+0,8 %
978.732 $+978.732 $
COCA COLA COKO944.516 $+58.517 $
+6,6 %
885.999 $-29.133 $
-3,2 %
915.132 $+915.132 $
AT&T INC.T822.297 $-77.840 $
-8,6 %
900.137 $+25.522 $
+2,9 %
874.615 $+874.615 $
CVS HEALTH CorpCVS832.337 $+52.496 $
+6,7 %
779.841 $+64.869 $
+9,1 %
714.972 $+714.972 $
CATERPILLAR INCCAT792.767 $+130.644 $
+19,7 %
662.123 $+126.345 $
+23,6 %
535.778 $+535.778 $
CHEVRON CORPCVX728.640 $-19.593 $
-2,6 %
748.233 $+115.125 $
+18,2 %
633.108 $+633.108 $
NETFLIX INCNFLX443.588 $-117.638 $
-21,0 %
561.226 $-68.312 $
-10,9 %
629.538 $+629.538 $
CUMMINS INCCMI536.565 $+96.676 $
+22,0 %
439.889 $+100.513 $
+29,6 %
339.376 $+339.376 $
SOUTHERN COSO358.461 $-46.992 $
-11,6 %
405.453 $-59.161 $
-12,7 %
464.614 $+464.614 $
Duke Energy CORPDUK449.703 $+77.147 $
+20,7 %
372.556 $+13.349 $
+3,7 %
359.207 $+359.207 $
LOCKHEED MARTIN CORPLMT356.724 $-9.122 $
-2,5 %
365.846 $-19.668 $
-5,1 %
385.514 $+385.514 $
SYSCO CORPSYY353.774 $+103.833 $
+41,5 %
249.941 $+20.579 $
+9,0 %
229.362 $+229.362 $
MORGAN STANLEYMS335.506 $+35.880 $
+12,0 %
299.626 $+38.400 $
+14,7 %
261.226 $+261.226 $
AMERICAN EXPRESS COAXP331.121 $+34.027 $
+11,5 %
297.094 $+11.712 $
+4,1 %
285.382 $+285.382 $
ORACLE CORPORCL324.353 $+31.697 $
+10,8 %
292.656 $+292.656 $
DEERE & CODE265.116 $-17.238 $
-6,1 %
282.354 $-27.683 $
-8,9 %
310.037 $+310.037 $
BOEING COBA276.892 $+22.104 $
+8,7 %
254.788 $+8.222 $
+3,3 %
246.566 $+246.566 $
STARBUCKS CORPSBUX237.459 $-3.902 $
-1,6 %
241.361 $-32.656 $
-11,9 %
274.017 $+274.017 $
INTUITIVE SURGICAL INCISRG222.721 $-26.455 $
-10,6 %
249.176 $+249.176 $
YUM BRANDS INCYUM240.998 $-1.052 $
-0,4 %
242.050 $+6.100 $
+2,6 %
235.950 $+235.950 $
DELTA AIR LINES, INC.DAL230.977 $+230.977 $
LINDE PLCLIN203.244 $-22.370 $
-9,9 %
225.614 $+3.462 $
+1,6 %
222.152 $+222.152 $
3M COMMM214.114 $+10.034 $
+4,9 %
204.080 $+2.771 $
+1,4 %
201.309 $+201.309 $
GOLDMAN SACHS GROUP INCGS203.606 $+203.606 $
ENBRIDGE INCENB201.027 $+201.027 $
GOLD RESOURCE CORPGORO18.216 $+18.216 $
2.100.529.464 $+117.135.310 $
+34,9 %
1.990.380.250 $+157.302.669 $
+37,2 %
1.833.554.747 $+1.833.554.747 $
Erweitert ×