Investments: Breakwater Capital Group

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 (%)
542.859.400 $+23.878.301 $
+3,5 %
519.709.796 $+519.709.796 $
BANK OF AMERICA CORP /DE/BAC395.653.983 $+23.471.455 $
+6,3 %
372.182.528 $+372.182.528 $
APPFOLIO INCAPPF22.722.423 $+1.016.262 $
+4,7 %
21.706.161 $+21.706.161 $
BlackRock, Inc.BLK19.439.547 $-1.660.500 $
-7,9 %
21.100.047 $+21.100.047 $
MICROSOFT CORPMSFT10.325.287 $-732.946 $
-6,6 %
11.058.233 $+11.058.233 $
ALPHA PRO TECH LTDAPT8.308.700 $+1.803.877 $
+27,7 %
6.504.823 $+6.504.823 $
ORACLE CORPORCL5.435.260 $-2.317.121 $
-29,9 %
7.752.381 $+7.752.381 $
AMAZON COM INCAMZN6.705.585 $+290.377 $
+4,5 %
6.415.208 $+6.415.208 $
NVIDIA CORPNVDA5.670.121 $-241.801 $
-4,1 %
5.911.922 $+5.911.922 $
Trane Technologies plcTT4.968.916 $-323.306 $
-6,1 %
5.292.222 $+5.292.222 $
JPMORGAN CHASE & COJPM4.486.269 $+100.846 $
+2,3 %
4.385.423 $+4.385.423 $
BERKSHIRE HATHAWAY INCBRK-B3.833.209 $-6.216 $
-0,2 %
3.839.425 $+3.839.425 $
EXXON MOBIL CORPXOM3.131.849 $+178.926 $
+6,1 %
2.952.923 $+2.952.923 $
ELI LILLY & CoLLY2.953.221 $+815.295 $
+38,1 %
2.137.926 $+2.137.926 $
CITIGROUP INCC2.555.840 $+206.880 $
+8,8 %
2.348.960 $+2.348.960 $
GENERAL ELECTRIC COGE2.337.948 $+58.033 $
+2,5 %
2.279.915 $+2.279.915 $
GENERAL DYNAMICS CORPGD2.281.881 $-29.417 $
-1,3 %
2.311.298 $+2.311.298 $
MORGAN STANLEYMS1.869.121 $-89.331 $
-4,6 %
1.958.452 $+1.958.452 $
PFIZER INCPFE1.753.508 $-80.211 $
-4,4 %
1.833.719 $+1.833.719 $
GOLDMAN SACHS GROUP INCGS1.728.693 $+258.122 $
+17,6 %
1.470.571 $+1.470.571 $
Walmart Inc.WMT1.709.022 $+128.913 $
+8,2 %
1.580.109 $+1.580.109 $
Eaton Corp plcETN1.261.300 $-200.895 $
-13,7 %
1.462.195 $+1.462.195 $
AbbVie Inc.ABBV1.381.877 $-42.001 $
-2,9 %
1.423.878 $+1.423.878 $
AT&T INC.T1.231.302 $-162.055 $
-11,6 %
1.393.357 $+1.393.357 $
JOHNSON & JOHNSONJNJ1.279.365 $+119.377 $
+10,3 %
1.159.988 $+1.159.988 $
NEXTERA ENERGY INCNEE1.202.996 $+82.875 $
+7,4 %
1.120.121 $+1.120.121 $
Walt Disney CoDIS1.090.568 $-30.470 $
-2,7 %
1.121.038 $+1.121.038 $
CATERPILLAR INCCAT1.119.388 $+171.768 $
+18,1 %
947.620 $+947.620 $
DEERE & CODE948.784 $+81.450 $
+9,4 %
867.334 $+867.334 $
RTX CorpRTX941.759 $+47.547 $
+5,3 %
894.212 $+894.212 $
CHEVRON CORPCVX828.653 $-62.712 $
-7,0 %
891.365 $+891.365 $
SOUTHERN COSO781.366 $-67.725 $
-8,0 %
849.091 $+849.091 $
CONSOLIDATED EDISON INCED757.937 $-6.225 $
-0,8 %
764.162 $+764.162 $
BOSTON SCIENTIFIC CORPBSX742.777 $-17.761 $
-2,3 %
760.538 $+760.538 $
STRYKER CORPSYK721.919 $-37.383 $
-4,9 %
759.302 $+759.302 $
FREEPORT-MCMORAN INCFCX752.098 $+176.348 $
+30,6 %
575.750 $+575.750 $
AMERICAN EXPRESS COAXP746.929 $+22.488 $
+3,1 %
724.441 $+724.441 $
PROCTER & GAMBLE CoPG492.974 $-240.570 $
-32,8 %
733.544 $+733.544 $
VERIZON COMMUNICATIONS INCVZ668.909 $-60.837 $
-8,3 %
729.746 $+729.746 $
FORD MOTOR COF720.629 $+58.356 $
+8,8 %
662.273 $+662.273 $
NETFLIX INCNFLX549.434 $-153.133 $
-21,8 %
702.567 $+702.567 $
BOEING COBA684.362 $+181 $
+0,0 %
684.181 $+684.181 $
UNITEDHEALTH GROUP INCUNH643.054 $-30.626 $
-4,5 %
673.680 $+673.680 $
AMGEN INCAMGN657.893 $+119.173 $
+22,1 %
538.720 $+538.720 $
Mastercard IncMA650.239 $+2.927 $
+0,5 %
647.312 $+647.312 $
Constellation Energy CorpCEG617.163 $+35.038 $
+6,0 %
582.125 $+582.125 $
BARCLAYS BANK PLCATMP595.539 $-518 $
-0,1 %
596.057 $+596.057 $
UNILEVER PLCUL579.575 $-13.640 $
-2,3 %
593.215 $+593.215 $
PEPSICO INCPEP573.378 $+19.327 $
+3,5 %
554.051 $+554.051 $
ASTRAZENECA PLCAZN534.205 $+88.385 $
+19,8 %
445.820 $+445.820 $
ASML HOLDING NVASML523.162 $+49.766 $
+10,5 %
473.396 $+473.396 $
COCA COLA COKO498.154 $+25.812 $
+5,5 %
472.342 $+472.342 $
LOCKHEED MARTIN CORPLMT476.415 $-17.304 $
-3,5 %
493.719 $+493.719 $
Duke Energy CORPDUK455.009 $-25.141 $
-5,2 %
480.150 $+480.150 $
FIFTH THIRD BANCORPFITB476.652 $+89.838 $
+23,2 %
386.814 $+386.814 $
MICRON TECHNOLOGY INCMU473.495 $+174.996 $
+58,6 %
298.499 $+298.499 $
LINDE PLCLIN397.395 $-68.105 $
-14,6 %
465.500 $+465.500 $
BHP Group LtdBHP464.185 $+68.416 $
+17,3 %
395.769 $+395.769 $
Allegion plcALLE384.516 $-79.254 $
-17,1 %
463.770 $+463.770 $
INTEL CORPINTC413.158 $-28.182 $
-6,4 %
441.340 $+441.340 $
MCDONALDS CORPMCD426.048 $-3.349 $
-0,8 %
429.397 $+429.397 $
FIRSTENERGY CORPFE396.607 $-5.647 $
-1,4 %
402.254 $+402.254 $
Bank of New York Mellon CorpBK388.437 $+23.857 $
+6,5 %
364.580 $+364.580 $
MCKESSON CORPMCK384.716 $+22.395 $
+6,2 %
362.321 $+362.321 $
Shell plcSHEL354.761 $+15.566 $
+4,6 %
339.195 $+339.195 $
Nu Holdings Ltd.NU340.073 $+22.034 $
+6,9 %
318.039 $+318.039 $
ANALOG DEVICES INCADI334.932 $+31.492 $
+10,4 %
303.440 $+303.440 $
Phillips 66PSX304.792 $-9.686 $
-3,1 %
314.478 $+314.478 $
ADVANCED MICRO DEVICES INCAMD314.387 $+62.318 $
+24,7 %
252.069 $+252.069 $
BECTON DICKINSON & COBDX310.318 $+10.659 $
+3,6 %
299.659 $+299.659 $
UNITED PARCEL SERVICE INCUPS304.910 $+22.244 $
+7,9 %
282.666 $+282.666 $
FEDEX CORPFDX290.593 $+71.054 $
+32,4 %
219.539 $+219.539 $
FISERV INCFISV278.102 $+278.102 $
COMCAST CORPCMCSA224.474 $-31.913 $
-12,4 %
256.387 $+256.387 $
CYTOKINETICS INCCYTK250.411 $+33.924 $
+15,7 %
216.487 $+216.487 $
SAP SESAP220.319 $-22.040 $
-9,1 %
242.359 $+242.359 $
LAM RESEARCH CORPLRCX241.535 $+32.517 $
+15,6 %
209.018 $+209.018 $
NICOLET BANKSHARES INCNIC240.359 $+240.359 $
DELTA AIR LINES, INC.DAL239.430 $+239.430 $
CONOCOPHILLIPSCOP200.045 $-32.836 $
-14,1 %
232.881 $+232.881 $
TORONTO DOMINION BANKTD230.036 $+27.683 $
+13,7 %
202.353 $+202.353 $
PALATIN TECHNOLOGIES INCPTNT223.787 $-3.143 $
-1,4 %
226.930 $+226.930 $
WATSCO INCWSO210.236 $+210.236 $
INTUITIVE SURGICAL INCISRG201.624 $+201.624 $
SPS COMMERCE INCSPSC200.137 $+200.137 $
VALLEY NATIONAL BANCORPVLY176.800 $+16.348 $
+10,2 %
160.452 $+160.452 $
Lloyds Banking Group plcLYG111.332 $+15.965 $
+16,7 %
95.367 $+95.367 $
542.859.400 $+23.878.301 $
+3,5 %
519.709.796 $+519.709.796 $
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