Investments: Impact Partnership Wealth, 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 (%)
605.175.167 $+116.301.657 $
+51,4 %
494.937.533 $+106.591.629 $
+20,0 %
394.694.556 $+34.029.932 $
+16,1 %
BANK OF AMERICA CORP /DE/BAC446.313.388 $+61.424.552 $
+16,0 %
384.888.836 $+81.458.141 $
+26,8 %
303.430.695 $+13.991.872 $
+4,8 %
FLOW TRADERS U.S. LLC24.186.891 $+24.186.891 $
SPS COMMERCE INCSPSC15.314.722 $-3.449.931 $
-18,4 %
18.764.653 $+5.002.709 $
+36,4 %
13.761.944 $+4.024.744 $
+41,3 %
BlackRock, Inc.BLK15.474.406 $+2.538.266 $
+19,6 %
12.936.140 $-2.648.357 $
-17,0 %
15.584.497 $+525.906 $
+3,5 %
APPFOLIO INCAPPF13.785.847 $+1.409.564 $
+11,4 %
12.376.283 $+2.684.604 $
+27,7 %
9.691.679 $-373.459 $
-3,7 %
NVIDIA CORPNVDA7.244.359 $+1.161.918 $
+19,1 %
6.082.441 $+1.475.849 $
+32,0 %
4.606.592 $+2.135.185 $
+86,4 %
MICROSOFT CORPMSFT4.321.951 $+607.773 $
+16,4 %
3.714.178 $+687.498 $
+22,7 %
3.026.680 $+1.167.961 $
+62,8 %
ALPHA PRO TECH LTDAPT3.837.871 $+935.962 $
+32,3 %
2.901.909 $+1.059.101 $
+57,5 %
1.842.808 $+447.264 $
+32,0 %
Walmart Inc.WMT3.468.910 $+1.675.319 $
+93,4 %
1.793.591 $+407.359 $
+29,4 %
1.386.232 $+300.258 $
+27,6 %
AMAZON COM INCAMZN2.846.241 $+136.308 $
+5,0 %
2.709.933 $+376.572 $
+16,1 %
2.333.361 $+926.260 $
+65,8 %
MORGAN STANLEYMS2.076.664 $-227.470 $
-9,9 %
2.304.134 $+535.827 $
+30,3 %
1.768.307 $+208.019 $
+13,3 %
BERKSHIRE HATHAWAY INCBRK-B2.214.405 $+1.916.783 $
+644,0 %
297.622 $-321.249 $
-51,9 %
618.871 $+386.085 $
+165,9 %
JPMORGAN CHASE & COJPM1.224.360 $-873.317 $
-41,6 %
2.097.677 $+463.724 $
+28,4 %
1.633.953 $+1.633.953 $
CONOCOPHILLIPSCOP2.092.368 $+1.546.719 $
+283,5 %
545.649 $-761.459 $
-58,3 %
1.307.108 $+531.570 $
+68,5 %
ELI LILLY & CoLLY1.980.516 $+1.753.881 $
+773,9 %
226.635 $+20.048 $
+9,7 %
206.587 $-503.828 $
-70,9 %
TARGET CORPTGT1.894.999 $+1.420.069 $
+299,0 %
474.930 $-20.987 $
-4,2 %
495.917 $-104.698 $
-17,4 %
MICRON TECHNOLOGY INCMU679.267 $-1.109.610 $
-62,0 %
1.788.877 $+1.788.877 $
PALATIN TECHNOLOGIES INCPTNT1.592.110 $+185.834 $
+13,2 %
1.406.276 $+617.528 $
+78,3 %
788.748 $+300.578 $
+61,6 %
LAM RESEARCH CORPLRCX251.674 $-1.302.261 $
-83,8 %
1.553.935 $+1.553.935 $
PRICE T ROWE GROUP INCTROW1.548.633 $+1.111.673 $
+254,4 %
436.960 $-21.523 $
-4,7 %
458.483 $-64.880 $
-12,4 %
UNITEDHEALTH GROUP INCUNH833.686 $+81.675 $
+10,9 %
752.011 $-689.644 $
-47,8 %
1.441.655 $+554.152 $
+62,4 %
EXXON MOBIL CORPXOM1.438.097 $+362.771 $
+33,7 %
1.075.326 $-10.098 $
-0,9 %
1.085.424 $-294.728 $
-21,4 %
METLIFE INCMET1.355.768 $-69.566 $
-4,9 %
1.425.334 $+890.961 $
+166,7 %
534.373 $-761.604 $
-58,8 %
AngloGold Ashanti PLCAU1.407.655 $+1.407.655 $
ALLSTATE CORPALL1.395.753 $+362.374 $
+35,1 %
1.033.379 $+310.356 $
+42,9 %
723.023 $-32.714 $
-4,3 %
AppLovin CorpAPP1.374.687 $+1.374.687 $
Accenture plcACN285.292 $-1.002.158 $
-77,8 %
1.287.450 $+454.774 $
+54,6 %
832.676 $+208.802 $
+33,5 %
HP INCHPQ1.257.354 $+836.043 $
+198,4 %
421.311 $+30.718 $
+7,9 %
390.593 $-108.482 $
-21,7 %
MCKESSON CORPMCK1.254.610 $+446.349 $
+55,2 %
808.261 $+808.261 $
INCYTE CORPINCY1.248.192 $+505.002 $
+68,0 %
743.190 $+743.190 $
RESMED INCRMD1.232.389 $+498.783 $
+68,0 %
733.606 $+195.625 $
+36,4 %
PROCTER & GAMBLE CoPG1.207.145 $+589.248 $
+95,4 %
617.897 $-13.868 $
-2,2 %
631.765 $-78.152 $
-11,0 %
Constellation Energy CorpCEG1.201.774 $+601.685 $
+100,3 %
Synchrony FinancialSYF1.189.434 $+418.227 $
+54,2 %
771.207 $+143.999 $
+23,0 %
627.208 $+175.685 $
+38,9 %
ORACLE CORPORCL1.154.220 $+105.545 $
+10,1 %
1.048.675 $+367.071 $
+53,9 %
681.604 $+268.159 $
+64,9 %
JABIL INCJBL1.121.530 $+444.039 $
+65,5 %
677.491 $-56.289 $
-7,7 %
733.780 $+311.237 $
+73,7 %
CHEVRON CORPCVX1.088.549 $+187.865 $
+20,9 %
900.684 $+32.766 $
+3,8 %
867.918 $+575.619 $
+196,9 %
BERKLEY W R CORPWRB1.061.032 $+207.981 $
+24,4 %
853.051 $+228.375 $
+36,6 %
624.676 $-564.131 $
-47,5 %
Vertiv Holdings CoVRT1.018.232 $+1.018.232 $
PEPSICO INCPEP990.853 $+990.853 $
TechnipFMC plcFTI975.263 $+400.742 $
+69,8 %
574.521 $+138.656 $
+31,8 %
435.865 $+67.302 $
+18,3 %
Royalty Pharma plcRPRX954.019 $+513.547 $
+116,6 %
GARTNER INCIT933.436 $+933.436 $
JOHNSON & JOHNSONJNJ929.902 $+636.107 $
+216,5 %
293.795 $-541.323 $
-64,8 %
835.118 $-163.967 $
-16,4 %
LOCKHEED MARTIN CORPLMT921.496 $+198.616 $
+27,5 %
722.880 $-754.619 $
-51,1 %
Talen Energy CorpTLN911.986 $+232.654 $
+34,2 %
679.332 $+679.332 $
3M COMMM355.133 $-461.358 $
-56,5 %
816.491 $-33.400 $
-3,9 %
849.891 $+849.891 $
Aptiv PLCAPTV840.947 $+840.947 $
JONES LANG LASALLE INCJLL836.464 $+836.464 $
Fox CorpFOXA808.925 $+262.918 $
+48,2 %
546.007 $+546.007 $
Public StoragePSA614.371 $-186.022 $
-23,2 %
800.393 $+52.106 $
+7,0 %
748.287 $-106.774 $
-12,5 %
AMGEN INCAMGN784.091 $+175.798 $
+28,9 %
608.293 $+69.265 $
+12,8 %
539.028 $+539.028 $
Nu Holdings Ltd.NU773.424 $+773.424 $
PFIZER INCPFE767.461 $+155.977 $
+25,5 %
611.484 $+611.484 $
AECOMACM750.252 $+421.212 $
+128,0 %
VERIZON COMMUNICATIONS INCVZ716.012 $-33.110 $
-4,4 %
749.122 $+8.228 $
+1,1 %
740.894 $-379.868 $
-33,9 %
DTE ENERGY CODTE747.638 $-558.875 $
-42,8 %
INTEL CORPINTC432.887 $-310.633 $
-41,8 %
743.520 $+743.520 $
BOEING COBA741.738 $+361.014 $
+94,8 %
380.724 $+16.351 $
+4,5 %
364.373 $+119.122 $
+48,6 %
AT&T INC.T234.994 $-422.703 $
-64,3 %
657.697 $-62.397 $
-8,7 %
720.094 $-189.047 $
-20,8 %
COMCAST CORPCMCSA578.746 $-123.567 $
-17,6 %
702.313 $-125.502 $
-15,2 %
ADVANCED MICRO DEVICES INCAMD695.630 $+316.071 $
+83,3 %
379.559 $+153.938 $
+68,2 %
225.621 $+225.621 $
COCA COLA COKO687.489 $+687.489 $
AbbVie Inc.ABBV365.266 $+121.419 $
+49,8 %
243.847 $-426.067 $
-63,6 %
669.914 $+669.914 $
CARDINAL HEALTH INCCAH655.925 $+655.925 $
HF Sinclair CorpDINO647.414 $+430.620 $
+198,6 %
RLI CORPRLI646.374 $+227.132 $
+54,2 %
419.242 $+191.507 $
+84,1 %
SYSCO CORPSYY625.115 $+98.224 $
+18,6 %
526.891 $-4.464 $
-0,8 %
531.355 $-120.448 $
-18,5 %
Duke Energy CORPDUK622.272 $+622.272 $
Medtronic plcMDT602.625 $+602.625 $
EPR PROPERTIESEPR583.500 $+336.754 $
+136,5 %
CVS HEALTH CorpCVS572.980 $+572.980 $
Phillips 66PSX565.582 $+565.582 $
NNN REIT, INC.NNN555.336 $+343.661 $
+162,4 %
211.675 $+211.675 $
JANUS HENDERSON GROUP PLCJHG552.108 $+117.846 $
+27,1 %
434.262 $+30.707 $
+7,6 %
NEXTERA ENERGY INCNEE549.884 $+549.884 $
BORGWARNER INCBWA511.975 $+511.975 $
SMITH A O CORPAOS506.091 $+506.091 $
PEGASYSTEMS INCPEGA499.287 $+100.018 $
+25,1 %
399.269 $+91.571 $
+29,8 %
307.698 $+103.646 $
+50,8 %
Merchants BancorpMBIN494.517 $+32.813 $
+7,1 %
461.704 $-18.439 $
-3,8 %
480.143 $+480.143 $
FORD MOTOR COF491.862 $+3.219 $
+0,7 %
488.643 $+488.643 $
PACCAR INCPCAR490.933 $-92.119 $
-15,8 %
OSHKOSH CORPOSK490.041 $+490.041 $
HERSHEY COHSY434.157 $-35.680 $
-7,6 %
469.837 $+36.204 $
+8,3 %
433.633 $+433.633 $
PAYCHEX INCPAYX437.233 $-29.751 $
-6,4 %
466.984 $+466.984 $
PILGRIMS PRIDE CORPPPC463.909 $+97.453 $
+26,6 %
366.456 $+24.043 $
+7,0 %
342.413 $-12.774 $
-3,6 %
MGIC INVESTMENT CORPMTG458.648 $+94.545 $
+26,0 %
364.103 $+90.687 $
+33,2 %
273.416 $+44.868 $
+19,6 %
ETSY INCETSY450.949 $+21.339 $
+5,0 %
429.610 $+225.226 $
+110,2 %
REGIONS FINANCIAL CORPRF434.344 $-12.613 $
-2,8 %
446.957 $-462.122 $
-50,8 %
Archer-Daniels-Midland CoADM389.128 $-47.009 $
-10,8 %
436.137 $+436.137 $
EQUITY RESIDENTIALEQR429.304 $+429.304 $
HALLIBURTON COHAL392.203 $-36.842 $
-8,6 %
429.045 $+50.038 $
+13,2 %
379.007 $-161.915 $
-29,9 %
FS Credit Opportunities Corp.FSCO396.478 $+396.478 $
EVERSOURCE ENERGYES395.913 $+395.913 $
Hewlett Packard Enterprise CoHPE392.317 $+161.667 $
+70,1 %
230.650 $+230.650 $
Kraft Heinz CoKHC391.929 $+391.929 $
Roblox CorpRBLX359.648 $-27.931 $
-7,2 %
387.579 $+147.723 $
+61,6 %
239.856 $+239.856 $
LATTICE SEMICONDUCTOR CORPLSCC378.348 $+143.137 $
+60,9 %
235.211 $+235.211 $
FORMFACTOR INCFORM377.073 $+377.073 $
EAST WEST BANCORP INCEWBC372.262 $+28.446 $
+8,3 %
CATERPILLAR INCCAT370.205 $+70.933 $
+23,7 %
299.272 $+98.885 $
+49,3 %
200.387 $+200.387 $
DARDEN RESTAURANTS INCDRI370.064 $-216.167 $
-36,9 %
ALIGN TECHNOLOGY INCALGN369.900 $+369.900 $
ALLIANT ENERGY CORPLNT366.165 $-92.462 $
-20,2 %
RTX CorpRTX361.497 $+43.587 $
+13,7 %
317.910 $+69.114 $
+27,8 %
248.796 $+23.857 $
+10,6 %
AMDOCS LTDDOX331.783 $-27.993 $
-7,8 %
359.776 $+359.776 $
MCCORMICK & CO INCMKC342.048 $+342.048 $
Palo Alto Networks IncPANW314.315 $+89.722 $
+39,9 %
224.593 $+224.593 $
Viatris IncVTRS310.864 $+310.864 $
MCDONALDS CORPMCD309.998 $+309.998 $
KEMPER CorpKMPR308.077 $+50.562 $
+19,6 %
257.515 $+257.515 $
FRANKLIN RESOURCES INCBEN304.288 $-31.201 $
-9,3 %
ANALOG DEVICES INCADI295.580 $+295.580 $
SYNOPSYS INCSNPS290.757 $+290.757 $
NEWMARKET CORPNEU290.174 $+290.174 $
Genpact LTDG289.094 $+289.094 $
AMBARELLA INCAMBA280.101 $+280.101 $
Jazz Pharmaceuticals plcJAZZ278.034 $+278.034 $
Planet Labs PBCPL277.125 $+139.433 $
+101,3 %
137.692 $+137.692 $
Ingredion IncINGR273.271 $+29.843 $
+12,3 %
Mastercard IncMA271.566 $+15.581 $
+6,1 %
255.985 $+14.337 $
+5,9 %
241.648 $-10.494 $
-4,2 %
RAYMOND JAMES FINANCIAL INCRJF268.755 $+10.351 $
+4,0 %
258.404 $+18.878 $
+7,9 %
239.526 $+22.717 $
+10,5 %
MOLSON COORS BEVERAGE COTAP214.395 $-48.934 $
-18,6 %
263.329 $+263.329 $
CubeSmartCUBE234.605 $-28.562 $
-10,9 %
263.167 $+263.167 $
SEMPRASRE257.130 $+44.495 $
+20,9 %
212.635 $+212.635 $
Antero Midstream CorpAM240.264 $-14.048 $
-5,5 %
254.312 $-51.886 $
-16,9 %
COGNEX CORPCGNX252.058 $+252.058 $
WATSCO INCWSO239.579 $+239.579 $
LINCOLN NATIONAL CORPLNC236.798 $+236.798 $
IONIS PHARMACEUTICALS INCIONS229.815 $+229.815 $
GENERAL ELECTRIC COGE228.969 $+27.720 $
+13,8 %
201.249 $+201.249 $
Walt Disney CoDIS228.480 $+1.806 $
+0,8 %
226.674 $+7.078 $
+3,2 %
219.596 $+219.596 $
Permian Resources CorpPR217.669 $-10.151 $
-4,5 %
227.820 $+227.820 $
AMEREN CORPAEE219.792 $+219.792 $
GAP INCGAP212.746 $+212.746 $
BIOMARIN PHARMACEUTICAL INCBMRN203.904 $+203.904 $
Organon & Co.OGN140.840 $-37.448 $
-21,0 %
178.288 $-38.810 $
-17,9 %
FLOWERS FOODS INCFLO149.588 $+149.588 $
PERRIGO Co plcPRGO147.134 $+147.134 $
Huntsman CORPHUN143.661 $+143.661 $
MYRIAD GENETICS INCMYGN99.532 $+26.466 $
+36,2 %
73.066 $+73.066 $
Canopy Growth CorpCGC15.960 $-4.480 $
-21,9 %
20.440 $+20.440 $
605.175.167 $+116.301.657 $
+51,4 %
494.937.533 $+106.591.629 $
+20,0 %
394.694.556 $+34.029.932 $
+16,1 %
Erweitert ×