Investments: RETIREMENT GUYS FORMULA 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 (%)
181.008.878 $-33.268.393 $
+14,2 %
219.183.384 $+219.183.384 $
BANK OF AMERICA CORP /DE/BAC116.406.697 $-30.392.936 $
-20,7 %
146.799.633 $+146.799.633 $
MORGAN STANLEYMS3.053.481 $-4.614.669 $
-60,2 %
7.668.150 $+7.668.150 $
APPFOLIO INCAPPF4.875.090 $+45.550 $
+0,9 %
4.829.540 $+4.829.540 $
UNITEDHEALTH GROUP INCUNH1.989.050 $-1.564.903 $
-44,0 %
3.553.953 $+3.553.953 $
COCA COLA COKO3.429.491 $+1.113.215 $
+48,1 %
2.316.276 $+2.316.276 $
JOHNSON & JOHNSONJNJ3.380.426 $+740.991 $
+28,1 %
2.639.435 $+2.639.435 $
NVIDIA CORPNVDA2.774.434 $-455.366 $
-14,1 %
3.229.800 $+3.229.800 $
ALPHA PRO TECH LTDAPT2.697.835 $-66.917 $
-2,4 %
2.764.752 $+2.764.752 $
AMAZON COM INCAMZN2.504.193 $+91.972 $
+3,8 %
2.412.221 $+2.412.221 $
NETFLIX INCNFLX2.051.563 $-446.986 $
-17,9 %
2.498.549 $+2.498.549 $
MICROSOFT CORPMSFT2.249.205 $-139.247 $
-5,8 %
2.388.452 $+2.388.452 $
Eaton Corp plcETN2.081.144 $-306.197 $
-12,8 %
2.387.341 $+2.387.341 $
ORACLE CORPORCL1.668.576 $-711.990 $
-29,9 %
2.380.566 $+2.380.566 $
ELI LILLY & CoLLY2.278.553 $+361.465 $
+18,9 %
1.917.088 $+1.917.088 $
BARCLAYS PLCBCS524.711 $-1.734.973 $
-76,8 %
2.259.684 $+2.259.684 $
CUMMINS INCCMI2.062.786 $+41.300 $
+2,0 %
2.021.486 $+2.021.486 $
Walmart Inc.WMT2.017.836 $+721.530 $
+55,7 %
1.296.306 $+1.296.306 $
Mastercard IncMA1.877.773 $+32.379 $
+1,8 %
1.845.394 $+1.845.394 $
AbbVie Inc.ABBV1.861.639 $+529.638 $
+39,8 %
1.332.001 $+1.332.001 $
Palo Alto Networks IncPANW1.815.475 $+568.913 $
+45,6 %
1.246.562 $+1.246.562 $
MCDONALDS CORPMCD1.441.341 $+72.449 $
+5,3 %
1.368.892 $+1.368.892 $
VERIZON COMMUNICATIONS INCVZ1.261.424 $-173.071 $
-12,1 %
1.434.495 $+1.434.495 $
PROCTER & GAMBLE CoPG1.432.567 $+930.046 $
+185,1 %
502.521 $+502.521 $
NOVARTIS AGNVS1.331.135 $+106.828 $
+8,7 %
1.224.307 $+1.224.307 $
HERSHEY COHSY1.249.772 $-47.242 $
-3,6 %
1.297.014 $+1.297.014 $
Duke Energy CORPDUK1.191.245 $-70.154 $
-5,6 %
1.261.399 $+1.261.399 $
NEXTERA ENERGY INCNEE1.211.522 $+54.480 $
+4,7 %
1.157.042 $+1.157.042 $
AT&T INC.T1.195.360 $+907.802 $
+315,7 %
287.558 $+287.558 $
PEPSICO INCPEP1.115.672 $-27.058 $
-2,4 %
1.142.730 $+1.142.730 $
SOUTHERN COSO1.040.300 $+420.591 $
+67,9 %
619.709 $+619.709 $
ATMOS ENERGY CORPATO1.036.583 $+523.138 $
+101,9 %
513.445 $+513.445 $
COLGATE PALMOLIVE COCL965.686 $-49.439 $
-4,9 %
1.015.125 $+1.015.125 $
MCCORMICK & CO INCMKC1.011.604 $+3.017 $
+0,3 %
1.008.587 $+1.008.587 $
DTE ENERGY CODTE351.396 $-646.148 $
-64,8 %
997.544 $+997.544 $
Zoetis Inc.ZTS945.883 $-39.230 $
-4,0 %
985.113 $+985.113 $
GENERAL DYNAMICS CORPGD868.320 $+868.320 $
CATERPILLAR INCCAT830.042 $+830.042 $
CHEVRON CORPCVX800.375 $+800.375 $
EXXON MOBIL CORPXOM790.963 $+790.963 $
GALECTIN THERAPEUTICS INCGALT767.778 $+64.798 $
+9,2 %
702.980 $+702.980 $
STRYKER CORPSYK591.974 $+591.974 $
UNILEVER PLCUL576.523 $+576.523 $
BERKSHIRE HATHAWAY INCBRK-B300.082 $+13.017 $
+4,5 %
287.065 $+287.065 $
UNITED THERAPEUTICS CorpUTHR242.651 $-13.067 $
-5,1 %
255.718 $+255.718 $
CORCEPT THERAPEUTICS INCCORT244.842 $+244.842 $
EAST WEST BANCORP INCEWBC227.885 $+11.107 $
+5,1 %
216.778 $+216.778 $
CARPENTER TECHNOLOGY CORPCRS225.434 $+225.434 $
MICRON TECHNOLOGY INCMU221.478 $+221.478 $
PEGASYSTEMS INCPEGA220.486 $+8.426 $
+4,0 %
212.060 $+212.060 $
Option Care Health, Inc.OPCH218.464 $+218.464 $
TopBuild CorpBLD203.172 $+203.172 $
Magnolia Oil & Gas CorpMGY203.074 $+203.074 $
181.008.878 $-33.268.393 $
+14,2 %
219.183.384 $+219.183.384 $
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