Investments: Grey Fox Wealth Advisors, 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 (%)
187.261.523 $-4.349.616 $
-2,9 %
197.064.433 $+32.360.662 $
+18,8 %
164.981.802 $+19.517.575 $
+38,0 %
BANK OF AMERICA CORP /DE/BAC133.295.858 $-3.374.606 $
-2,5 %
136.670.464 $+18.595.440 $
+15,7 %
118.075.024 $+12.438.968 $
+11,8 %
Grey Fox Wealth Advisors, LLC18.164.073 $-569.225 $
-3,0 %
18.733.298 $+2.112.890 $
+12,7 %
16.620.408 $+999.270 $
+6,4 %
APPFOLIO INCAPPF7.761.770 $+57.477 $
+0,7 %
7.704.293 $+1.582.029 $
+25,8 %
6.122.264 $-186.542 $
-3,0 %
NVIDIA CORPNVDA6.137.533 $+82.304 $
+1,4 %
6.055.229 $+940.978 $
+18,4 %
5.114.251 $+4.244.299 $
+487,9 %
ALPHA PRO TECH LTDAPT4.382.258 $+803.742 $
+22,5 %
3.578.516 $+789.745 $
+28,3 %
2.788.771 $+552.084 $
+24,7 %
FIRST MERCHANTS CORPFRME3.156.315 $-442.935 $
-12,3 %
3.599.250 $+1.503.065 $
+71,7 %
2.096.185 $+532.132 $
+34,0 %
BlackRock, Inc.BLK1.762.191 $-554.580 $
-23,9 %
2.316.771 $+581.336 $
+33,5 %
1.735.435 $+341.483 $
+24,5 %
JOHNSON & JOHNSONJNJ2.094.361 $+172.781 $
+9,0 %
1.921.580 $+324.864 $
+20,3 %
1.596.716 $-138.400 $
-8,0 %
BERKSHIRE HATHAWAY INCBRK-B1.687.899 $-103.866 $
-5,8 %
1.791.765 $+115.373 $
+6,9 %
1.676.392 $-554.586 $
-24,9 %
AMAZON COM INCAMZN1.437.316 $+10.331 $
+0,7 %
1.426.985 $-27.790 $
-1,9 %
1.454.775 $+215.992 $
+17,4 %
JPMORGAN CHASE & COJPM978.974 $-153.027 $
-13,5 %
1.132.001 $+86.226 $
+8,2 %
1.045.775 $+157.944 $
+17,8 %
MICROSOFT CORPMSFT976.134 $-144.502 $
-12,9 %
1.120.636 $+116.823 $
+11,6 %
1.003.813 $+244.219 $
+32,2 %
ELI LILLY & CoLLY1.030.165 $+265.349 $
+34,7 %
764.816 $-12.469 $
-1,6 %
777.285 $-46.042 $
-5,6 %
NETFLIX INCNFLX517.555 $-141.851 $
-21,5 %
659.406 $-73.098 $
-10,0 %
732.504 $+222.410 $
+43,6 %
AbbVie Inc.ABBV592.973 $-24.017 $
-3,9 %
616.990 $+117.028 $
+23,4 %
499.962 $-73.711 $
-12,8 %
STRYKER CORPSYK456.816 $-119.086 $
-20,7 %
575.902 $-40.304 $
-6,5 %
616.206 $+35.640 $
+6,1 %
Antero Midstream CorpAM409.455 $-37.976 $
-8,5 %
447.431 $+11.278 $
+2,6 %
436.153 $+21.865 $
+5,3 %
Walmart Inc.WMT387.753 $+31.709 $
+8,9 %
356.044 $+18.302 $
+5,4 %
337.742 $+127.736 $
+60,8 %
ORACLE CORPORCL249.348 $-109.282 $
-30,5 %
358.630 $+79.867 $
+28,7 %
278.763 $+278.763 $
Accenture plcACN217.860 $-29.480 $
-11,9 %
247.340 $-105.350 $
-29,9 %
352.690 $-51.090 $
-12,7 %
CHEVRON CORPCVX327.392 $-8.480 $
-2,5 %
335.872 $+26.333 $
+8,5 %
309.539 $-95.997 $
-23,7 %
Hamilton Lane INCHLNE296.536 $-1.190 $
-0,4 %
297.726 $-16.126 $
-5,1 %
313.852 $-14.300 $
-4,4 %
EQUITABLE TRUST CO307.042 $+12.536 $
+4,3 %
294.506 $+182.925 $
+163,9 %
111.581 $+84.363 $
+310,0 %
PSI Advisors, LLC281.959 $+104.431 $
+58,8 %
177.528 $+177.528 $
MOTCO269.131 $+269.131 $
CubeSmartCUBE254.533 $+27.102 $
+11,9 %
NOVARTIS AGNVS226.728 $+6.732 $
+3,1 %
219.996 $+10.064 $
+4,8 %
SCHWAB CHARLES CORPSCHW218.742 $+10.616 $
+5,1 %
208.126 $+208.126 $
PALATIN TECHNOLOGIES INCPTNT211.167 $-5.548 $
-2,6 %
216.715 $+216.715 $
PEPSICO INCPEP203.024 $-7.137 $
-3,4 %
210.161 $-33.066 $
-13,6 %
KLA CORPKLAC204.037 $+23.190 $
+12,8 %
180.847 $+180.847 $
CATERPILLAR INCCAT148.871 $+148.871 $
EXELON CORPEXC146.373 $+146.373 $
NICOLET BANKSHARES INCNIC135.779 $+135.779 $
RTX CorpRTX127.178 $+127.178 $
Walt Disney CoDIS126.497 $+126.497 $
MCKESSON CORPMCK122.964 $+122.964 $
NEXTERA ENERGY INCNEE119.737 $+119.737 $
INTUITIVE SURGICAL INCISRG110.913 $+110.913 $
DECKERS OUTDOOR CORPDECK108.263 $+108.263 $
Mastercard IncMA105.598 $+105.598 $
PROCTER & GAMBLE CoPG100.521 $+100.521 $
Booking Holdings Inc.BKNG98.177 $+98.177 $
EXXON MOBIL CORPXOM97.022 $+97.022 $
COCA COLA COKO93.592 $+93.592 $
Duke Energy CORPDUK92.775 $+92.775 $
MCDONALDS CORPMCD82.137 $+82.137 $
Zoetis Inc.ZTS82.036 $+82.036 $
Constellation Energy CorpCEG81.291 $+81.291 $
MORGAN STANLEYMS76.196 $+76.196 $
Eaton Corp plcETN69.985 $+69.985 $
EMERSON ELECTRIC COEMR67.192 $+67.192 $
GOLDMAN SACHS GROUP INCGS66.843 $+66.843 $
SYSCO CORPSYY66.448 $+66.448 $
Veralto CorpVLTO65.633 $+65.633 $
GENTEX CORPGNTX65.090 $+65.090 $
JABIL INCJBL64.934 $+64.934 $
PRICE T ROWE GROUP INCTROW64.663 $+64.663 $
First American Bank63.728 $+63.728 $
SUN LIFE FINANCIAL INCSLF61.591 $+61.591 $
ROYAL BANK OF CANADARY60.401 $+60.401 $
Nebius Group N.V.NBIS56.135 $+56.135 $
Parker-Hannifin CorpPH55.302 $+55.302 $
ASML HOLDING NVASML55.181 $+55.181 $
C M BIDWELL & ASSOCIATES LTD54.636 $+54.636 $
FIFTH THIRD BANCORPFITB54.357 $+54.357 $
SEMPRASRE53.988 $+53.988 $
Snap IncSNAP53.492 $+53.492 $
METLIFE INCMET51.728 $+51.728 $
ADVANCED MICRO DEVICES INCAMD50.802 $+50.802 $
LAM RESEARCH CORPLRCX47.029 $+47.029 $
COMCAST CORPCMCSA46.755 $+46.755 $
Aon plcAON46.355 $+46.355 $
TARGET CORPTGT45.753 $+45.753 $
FREEPORT-MCMORAN INCFCX39.259 $+39.259 $
ENBRIDGE INCENB34.313 $+34.313 $
AMERICAN EXPRESS COAXP33.548 $+33.548 $
Shell plcSHEL33.548 $+33.548 $
UNITEDHEALTH GROUP INCUNH33.380 $+33.380 $
Infosys LtdINFY32.979 $+32.979 $
BECTON DICKINSON & COBDX31.819 $+31.819 $
ASPEN INSURANCE HOLDINGS LTDAHL31.607 $+31.607 $
SOUTHERN COSO29.434 $+29.434 $
TotalEnergies SETTE28.703 $+28.703 $
PFIZER INCPFE28.587 $+28.587 $
CSX CORPCSX28.057 $+28.057 $
FEDEX CORPFDX27.285 $+27.285 $
LOCKHEED MARTIN CORPLMT27.046 $+27.046 $
PRIVATE TRUST CO NA23.498 $-553 $
-2,3 %
IREN LtdIREN23.465 $+23.465 $
CITIGROUP INCC21.453 $+21.453 $
INTEL CORPINTC20.446 $+20.446 $
BOEING COBA18.346 $+18.346 $
VERIZON COMMUNICATIONS INCVZ16.921 $+16.921 $
AMGEN INCAMGN16.848 $+16.848 $
CONOCOPHILLIPSCOP16.460 $+16.460 $
REGIONS FINANCIAL CORPRF16.271 $+16.271 $
DOVER CorpDOV16.016 $+16.016 $
DELTA CAPITAL MANAGEMENT LLC15.751 $+15.751 $
SHERWIN WILLIAMS COSHW15.117 $+15.117 $
BERKLEY W R CORPWRB14.558 $+14.558 $
STARBUCKS CORPSBUX12.963 $+12.963 $
Edwards Lifesciences CorpEW12.677 $+12.677 $
Knife River CorpKNF12.530 $+12.530 $
AFLAC INCAFL12.156 $+12.156 $
TE Connectivity plcTEL11.855 $+11.855 $
GARTNER INCIT11.829 $+11.829 $
SPS COMMERCE INCSPSC11.731 $+11.731 $
AppLovin CorpAPP11.497 $+11.497 $
ROLLINS INCROL11.219 $+11.219 $
Roblox CorpRBLX10.666 $+10.666 $
Allegion plcALLE10.109 $+10.109 $
PACCAR INCPCAR10.029 $+10.029 $
TELEDYNE TECHNOLOGIES INCTDY9.377 $+9.377 $
LINDE PLCLIN9.025 $+9.025 $
BIOMARIN PHARMACEUTICAL INCBMRN8.720 $+8.720 $
NORDSON CORPNDSN8.624 $+8.624 $
AUTOZONE INCAZO8.580 $+8.580 $
SYNOPSYS INCSNPS7.894 $+7.894 $
UNILEVER PLCUL7.647 $+7.647 $
CELESTICA INCCLS7.145 $+7.145 $
ZEBRA TECHNOLOGIES CORPZBRA7.132 $+7.132 $
CARDINAL HEALTH INCCAH6.749 $+6.749 $
Rocket Lab CorpRKLB6.228 $+6.228 $
ASTRAZENECA PLCAZN6.138 $+6.138 $
JONES LANG LASALLE INCJLL5.966 $+5.966 $
AT&T INC.T5.959 $+5.959 $
CINTAS CORPCTAS5.542 $+5.542 $
Bank of New York Mellon CorpBK5.339 $+5.339 $
AECOMACM5.208 $+5.208 $
ANALOG DEVICES INCADI5.160 $+5.160 $
BP PLCBP4.893 $+4.893 $
Palo Alto Networks IncPANW4.887 $+4.887 $
ICON PLCICLR4.725 $+4.725 $
MERCADOLIBRE INCMELI4.674 $+4.674 $
EXPONENT INCEXPO4.655 $+4.655 $
SCOTTS MIRACLE-GRO COSMG4.499 $+4.499 $
WATSCO INCWSO4.447 $+4.447 $
FORD MOTOR COF4.415 $+4.415 $
RELX PLCRELX4.012 $+4.012 $
GAP INCGAP3.979 $+3.979 $
MIZUHO FINANCIAL GROUP INCMFG3.799 $+3.799 $
Trane Technologies plcTT3.798 $+3.798 $
FISERV INCFISV3.223 $+3.223 $
DTE ENERGY CODTE3.135 $+3.135 $
Medtronic plcMDT3.070 $+3.070 $
FAIR ISAAC CORPFICO2.993 $+2.993 $
Haleon plcHLN2.987 $+2.987 $
HUBSPOT INCHUBS2.807 $+2.807 $
Lithium Argentina AGLAR2.741 $+2.741 $
RESMED INCRMD2.737 $+2.737 $
CVS HEALTH CorpCVS2.488 $+2.488 $
GENERAL DYNAMICS CORPGD2.414 $+2.414 $
EQT CorpEQT2.286 $+2.286 $
NEUROCRINE BIOSCIENCES INCNBIX2.246 $+2.246 $
HDFC BANK LTDHDB1.981 $+1.981 $
DONEGAL GROUP INCDGICA1.939 $+1.939 $
UBS Group AGUBS1.927 $+1.927 $
AMEREN CORPAEE1.879 $+1.879 $
CUMMINS INCCMI1.689 $+1.689 $
CDW CorpCDW1.644 $+1.644 $
Genpact LTDG1.634 $+1.634 $
DELTA AIR LINES, INC.DAL1.589 $+1.589 $
ARGENX SEARGX1.475 $+1.475 $
MAGNA INTERNATIONAL INCMGA1.374 $+1.374 $
NOVAVAX INCNVAX1.301 $+1.301 $
CMS ENERGY CORPCMS1.172 $+1.172 $
ALBEMARLE CORPALB912 $+912 $
SanofiSNY850 $+850 $
PHOTRONICS INCPLAB689 $+689 $
Viatris IncVTRS618 $+618 $
EQUIFAX INCEFX513 $+513 $
MICRON TECHNOLOGY INCMU502 $+502 $
Perella Weinberg PartnersPWP426 $+426 $
NATIONAL GRID PLCNGG415 $+415 $
FUELCELL ENERGY INCFCEL398 $+398 $
Moelis & CoMC357 $+357 $
COMPASS Pathways plcCMPS229 $+229 $
DOLLAR GENERAL CORPDG109 $+109 $
Galaxy Digital Inc.GLXY68 $+68 $
187.261.523 $-4.349.616 $
-2,9 %
197.064.433 $+32.360.662 $
+18,8 %
164.981.802 $+19.517.575 $
+38,0 %
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