Investments: WILLNER & HELLER, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
119.766.378 $+7.981.776 $
+7,9 %
112.526.998 $+112.526.998 $
BANK OF AMERICA CORP /DE/BAC57.687.586 $+3.280.761 $
+6,0 %
54.406.825 $+54.406.825 $
NVIDIA CORPNVDA8.422.362 $+972.311 $
+13,1 %
7.450.051 $+7.450.051 $
APPFOLIO INCAPPF5.247.323 $+300.204 $
+6,1 %
4.947.119 $+4.947.119 $
MICROSOFT CORPMSFT4.166.900 $-300.355 $
-6,7 %
4.467.255 $+4.467.255 $
ALPHA PRO TECH LTDAPT3.792.539 $+829.365 $
+28,0 %
2.963.174 $+2.963.174 $
AMAZON COM INCAMZN3.125.995 $+138.306 $
+4,6 %
2.987.689 $+2.987.689 $
BERKSHIRE HATHAWAY INCBRK-B2.464.493 $-194.499 $
-7,3 %
2.658.992 $+2.658.992 $
ADVANCED MICRO DEVICES INCAMD2.081.207 $+670.075 $
+47,5 %
1.411.132 $+1.411.132 $
GOLDMAN SACHS GROUP INCGS2.062.936 $+154.691 $
+8,1 %
1.908.245 $+1.908.245 $
CATHAY GENERAL BANCORPCATY2.053.622 $+16.441 $
+0,8 %
2.037.181 $+2.037.181 $
LAM RESEARCH CORPLRCX1.952.535 $+240.297 $
+14,0 %
1.712.238 $+1.712.238 $
INTUITIVE SURGICAL INCISRG1.905.801 $+369.119 $
+24,0 %
1.536.682 $+1.536.682 $
PALATIN TECHNOLOGIES INCPTNT1.778.389 $+156.675 $
+9,7 %
1.621.714 $+1.621.714 $
AbbVie Inc.ABBV1.328.578 $-430.089 $
-24,5 %
1.758.667 $+1.758.667 $
JPMORGAN CHASE & COJPM1.581.124 $+23.978 $
+1,5 %
1.557.146 $+1.557.146 $
ASML HOLDING NVASML1.146.755 $-13.863 $
-1,2 %
1.160.618 $+1.160.618 $
AppLovin CorpAPP1.013.425 $+162.674 $
+19,1 %
850.751 $+850.751 $
ELI LILLY & CoLLY980.269 $+266.297 $
+37,3 %
713.972 $+713.972 $
Walmart Inc.WMT960.689 $+72.002 $
+8,1 %
888.687 $+888.687 $
BlackRock, Inc.BLK812.788 $-18.959 $
-2,3 %
831.747 $+831.747 $
PROCTER & GAMBLE CoPG758.517 $-67.906 $
-8,2 %
826.423 $+826.423 $
ORACLE CORPORCL548.094 $-260.585 $
-32,2 %
808.679 $+808.679 $
MORGAN STANLEYMS795.333 $+59.795 $
+8,1 %
735.538 $+735.538 $
AMGEN INCAMGN730.970 $+86.652 $
+13,4 %
644.318 $+644.318 $
GENERAL DYNAMICS CORPGD677.825 $-39.726 $
-5,5 %
717.551 $+717.551 $
AT&T INC.T626.847 $-78.661 $
-11,1 %
705.508 $+705.508 $
UNITEDHEALTH GROUP INCUNH654.970 $-50.080 $
-7,1 %
705.050 $+705.050 $
HUMANA INCHUM548.344 $-73.841 $
-11,9 %
622.185 $+622.185 $
Constellation Energy CorpCEG564.213 $+145.164 $
+34,6 %
419.049 $+419.049 $
NETFLIX INCNFLX554.590 $+194.914 $
+54,2 %
359.676 $+359.676 $
Vertiv Holdings CoVRT549.073 $+235.570 $
+75,1 %
313.503 $+313.503 $
CINTAS CORPCTAS492.267 $-43.720 $
-8,2 %
535.987 $+535.987 $
MCDONALDS CORPMCD524.017 $+6.017 $
+1,2 %
518.000 $+518.000 $
LOCKHEED MARTIN CORPLMT475.812 $-7.072 $
-1,5 %
482.884 $+482.884 $
Mastercard IncMA447.265 $-6.837 $
-1,5 %
454.102 $+454.102 $
MICRON TECHNOLOGY INCMU431.363 $+134.476 $
+45,3 %
296.887 $+296.887 $
PEPSICO INCPEP354.396 $-67.684 $
-16,0 %
422.080 $+422.080 $
CHEVRON CORPCVX371.262 $+4.774 $
+1,3 %
366.488 $+366.488 $
CSX CORPCSX357.926 $+8.279 $
+2,4 %
349.647 $+349.647 $
FEDEX CORPFDX317.694 $-18.807 $
-5,6 %
336.501 $+336.501 $
YUM BRANDS INCYUM323.524 $-12 $
-0,0 %
323.536 $+323.536 $
SYNAPTICS IncSYNA310.144 $+14.915 $
+5,1 %
295.229 $+295.229 $
STARBUCKS CORPSBUX300.838 $-6.542 $
-2,1 %
307.380 $+307.380 $
NICOLET BANKSHARES INCNIC304.743 $+304.743 $
COCA COLA COKO292.528 $+17.783 $
+6,5 %
274.745 $+274.745 $
Parker-Hannifin CorpPH284.191 $+21.987 $
+8,4 %
262.204 $+262.204 $
AMERICAN EXPRESS COAXP283.697 $+36.169 $
+14,6 %
247.528 $+247.528 $
JOHNSON & JOHNSONJNJ279.704 $+30.435 $
+12,2 %
249.269 $+249.269 $
Roblox CorpRBLX278.338 $+62.939 $
+29,2 %
215.399 $+215.399 $
CARDINAL HEALTH INCCAH259.239 $+53.901 $
+26,2 %
205.338 $+205.338 $
TE Connectivity plcTEL248.825 $+8.728 $
+3,6 %
240.097 $+240.097 $
MERCADOLIBRE INCMELI245.740 $+245.740 $
TENET HEALTHCARE CORPTHC239.458 $-5.205 $
-2,1 %
244.663 $+244.663 $
Edwards Lifesciences CorpEW225.060 $+19.747 $
+9,6 %
205.313 $+205.313 $
PILGRIMS PRIDE CORPPPC214.445 $-9.515 $
-4,2 %
223.960 $+223.960 $
ASTRAZENECA PLCAZN223.828 $+223.828 $
EQT CorpEQT223.102 $+223.102 $
SYSCO CORPSYY214.551 $+214.551 $
EXXON MOBIL CORPXOM209.978 $+209.978 $
UNITED THERAPEUTICS CorpUTHR200.747 $+200.747 $
119.766.378 $+7.981.776 $
+7,9 %
112.526.998 $+112.526.998 $
Erweitert ×