Investments: Advanced Portfolio Management, 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 (%)
32.753.814 $+3.371.077 $
+4.875,5 %
38.389.009 $+2.567.218 $
-9,3 %
35.784.366 $-2.365.299 $
-5,0 %
BANK OF AMERICA CORP /DE/BAC13.945.626 $-2.312.792 $
-14,2 %
16.258.418 $+3.681.984 $
+29,3 %
12.576.434 $-6.285.528 $
-33,3 %
NVIDIA CORPNVDA1.330.118 $-1.046.318 $
-44,0 %
2.376.436 $-803.903 $
-25,3 %
3.180.339 $+185.800 $
+6,2 %
MICROSOFT CORPMSFT2.207.725 $-283.985 $
-11,4 %
2.491.710 $+85.738 $
+3,6 %
2.405.972 $+590.211 $
+32,5 %
ORACLE CORPORCL1.471.571 $-992.378 $
-40,3 %
2.463.949 $+2.463.949 $
BOEING COBA2.590 $-1.673.650 $
-99,8 %
1.676.240 $-199.810 $
-10,7 %
AMAZON COM INCAMZN1.617.587 $+913.752 $
+129,8 %
703.835 $+8.807 $
+1,3 %
695.028 $-954.146 $
-57,9 %
APPFOLIO INCAPPF925.411 $-643.160 $
-41,0 %
1.568.571 $+313.751 $
+25,0 %
1.254.820 $-103.727 $
-7,6 %
MERCADOLIBRE INCMELI1.402.164 $-166.014 $
-10,6 %
1.568.178 $+1.568.178 $
Walmart Inc.WMT2.473 $-1.562.007 $
-99,8 %
1.564.480 $+1.564.480 $
UNITEDHEALTH GROUP INCUNH1.559.850 $+1.559.850 $
COMCAST CORPCMCSA1.072.124 $-341.776 $
-24,2 %
1.413.900 $-13.700 $
-1,0 %
1.427.600 $+1.427.600 $
Kraft Heinz CoKHC1.302.000 $+1.302.000 $
ALPHA PRO TECH LTDAPT1.283.840 $+394.231 $
+44,3 %
889.609 $-1.843.889 $
-67,5 %
AbbVie Inc.ABBV1.207.341 $+1.207.341 $
EQUINIX INCEQIX1.138.514 $+1.138.514 $
CARDINAL HEALTH INCCAH1.063.052 $+1.060.541 $
+42.235,8 %
2.511 $+2.511 $
Hewlett Packard Enterprise CoHPE878.580 $+878.580 $
NETFLIX INCNFLX393.511 $-414.604 $
-51,3 %
808.115 $-56.963 $
-6,6 %
865.078 $+262.664 $
+43,6 %
BERKSHIRE HATHAWAY INCBRK-B779.610 $-68.134 $
-8,0 %
847.744 $+25.335 $
+3,1 %
822.409 $-79.249 $
-8,8 %
UNITED PARCEL SERVICE INCUPS690.872 $-134.413 $
-16,3 %
825.285 $-73.993 $
-8,2 %
MCKESSON CORPMCK620.916 $+25.899 $
+4,4 %
595.017 $+48.549 $
+8,9 %
EXXON MOBIL CORPXOM606.634 $+606.634 $
CONSOLIDATED EDISON INCED590.848 $-4.629 $
-0,8 %
595.477 $-60.764 $
-9,3 %
Trane Technologies plcTT575.238 $+130.194 $
+29,3 %
445.044 $-24.734 $
-5,3 %
469.778 $+107.926 $
+29,8 %
VERIZON COMMUNICATIONS INCVZ515.194 $+515.194 $
SCHWAB CHARLES CORPSCHW480.068 $+480.068 $
JPMORGAN CHASE & COJPM469.113 $+40.626 $
+9,5 %
428.487 $+65.934 $
+18,2 %
CVS HEALTH CorpCVS440.845 $+440.845 $
COLGATE PALMOLIVE COCL432.635 $+432.635 $
STARBUCKS CORPSBUX428.208 $+428.208 $
Archer-Daniels-Midland CoADM420.482 $+420.482 $
KROGER COKR411.931 $+411.931 $
EQT CorpEQT411.809 $+409.305 $
+16.346,0 %
2.504 $+2.504 $
JOHNSON & JOHNSONJNJ394.842 $+62.763 $
+18,9 %
332.079 $-28.457 $
-7,9 %
Mastercard IncMA374.404 $+4.086 $
+1,1 %
370.318 $+9.107 $
+2,5 %
HP INCHPQ351.694 $+31.782 $
+9,9 %
319.912 $-42.246 $
-11,7 %
EXELON CORPEXC346.678 $+6.656 $
+2,0 %
340.022 $-20.830 $
-5,8 %
Zoetis Inc.ZTS314.446 $-28.332 $
-8,3 %
342.778 $-19.123 $
-5,3 %
ELI LILLY & CoLLY318.938 $-23.276 $
-6,8 %
342.214 $-20.360 $
-5,6 %
PROCTER & GAMBLE CoPG324.716 $-12.246 $
-3,6 %
336.962 $-23.476 $
-6,5 %
METLIFE INCMET26.606 $+26.606 $
ANALOG DEVICES INCADI26.536 $+26.536 $
HERSHEY COHSY26.187 $+26.187 $
PALATIN TECHNOLOGIES INCPTNT15.871 $+15.871 $
WESTERN DIGITAL CORPWDC15.728 $+15.728 $
Edwards Lifesciences CorpEW13.143 $+13.143 $
GARTNER INCIT8.938 $+8.938 $
EMERSON ELECTRIC COEMR8.789 $+8.789 $
GENERAL ELECTRIC COGE5.716 $+5.716 $
Palo Alto Networks IncPANW5.701 $+5.701 $
CHIPOTLE MEXICAN GRILL INCCMG5.251 $+5.251 $
AUTOZONE INCAZO4.290 $+4.290 $
TARGET CORPTGT3.229 $+3.229 $
Constellation Energy CorpCEG2.633 $+2.633 $
STATE STREET CORPSTT2.552 $+2.552 $
LAM RESEARCH CORPLRCX2.544 $+2.544 $
CITIGROUP INCC2.538 $-1.594.737 $
-99,8 %
EQUITY RESIDENTIALEQR2.524 $+2.524 $
RTX CorpRTX2.510 $+2.510 $
STEEL DYNAMICS INCSTLD2.510 $+2.510 $
Amcor plcAMCR2.503 $+2.503 $
AKAMAI TECHNOLOGIES INCAKAM2.500 $+2.500 $
CENTENE CORPCNC2.498 $+2.498 $
BROWN FORMAN CORPBF-A2.491 $+2.491 $
PPL CorpPPL2.490 $+2.490 $
CHEVRON CORPCVX2.485 $+2.485 $
NASDAQ, INC.NDAQ2.477 $+2.477 $
Duke Energy CORPDUK2.475 $+2.475 $
INSULET CORPPODD2.470 $+2.470 $
SYSCO CORPSYY2.470 $+2.470 $
SYNOPSYS INCSNPS2.467 $+2.467 $
CONOCOPHILLIPSCOP2.459 $+2.459 $
KLA CORPKLAC2.157 $+2.157 $
32.753.814 $+3.371.077 $
+4.875,5 %
38.389.009 $+2.567.218 $
-9,3 %
35.784.366 $-2.365.299 $
-5,0 %
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