Investments: Capital Management Associates, Inc

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 (%)
245.490.061 $+22.358.756 $
+41,6 %
224.306.290 $+224.306.290 $
BANK OF AMERICA CORP /DE/BAC155.862.916 $+9.267.550 $
+6,3 %
146.595.366 $+146.595.366 $
APPFOLIO INCAPPF14.897.457 $-2.850.911 $
-16,1 %
17.748.368 $+17.748.368 $
abrdn Gold ETF TrustSGOL11.677.113 $+869.034 $
+8,0 %
10.808.079 $+10.808.079 $
MICROSOFT CORPMSFT4.779.576 $-1.269.723 $
-21,0 %
6.049.299 $+6.049.299 $
XCEL ENERGY INCXEL4.697.578 $+763.848 $
+19,4 %
3.933.730 $+3.933.730 $
BERKSHIRE HATHAWAY INCBRK-B4.466.548 $+2.614.957 $
+141,2 %
1.851.591 $+1.851.591 $
CATERPILLAR INCCAT4.066.472 $+2.206.005 $
+118,6 %
1.860.467 $+1.860.467 $
ORACLE CORPORCL3.884.946 $+3.534.240 $
+1.007,8 %
350.706 $+350.706 $
ALPHA PRO TECH LTDAPT2.900.115 $+933.039 $
+47,4 %
1.967.076 $+1.967.076 $
AMAZON COM INCAMZN2.354.906 $+389.064 $
+19,8 %
1.965.842 $+1.965.842 $
JOHNSON & JOHNSONJNJ2.339.674 $+597.174 $
+34,3 %
1.742.500 $+1.742.500 $
DEERE & CODE2.174.066 $+1.018.422 $
+88,1 %
1.155.644 $+1.155.644 $
UNITEDHEALTH GROUP INCUNH2.141.384 $+202.077 $
+10,4 %
1.939.307 $+1.939.307 $
3M COMMM2.130.649 $+220.708 $
+11,6 %
1.909.941 $+1.909.941 $
Public StoragePSA2.055.240 $+56.398 $
+2,8 %
1.998.842 $+1.998.842 $
NVIDIA CORPNVDA1.707.321 $+81.067 $
+5,0 %
1.626.254 $+1.626.254 $
NNN REIT, INC.NNN1.375.438 $-231.026 $
-14,4 %
1.606.464 $+1.606.464 $
BOSTON SCIENTIFIC CORPBSX1.492.609 $-35.691 $
-2,3 %
1.528.300 $+1.528.300 $
EMERSON ELECTRIC COEMR1.513.254 $+1.198.422 $
+380,7 %
314.832 $+314.832 $
JPMORGAN CHASE & COJPM868.542 $-431.206 $
-33,2 %
1.299.748 $+1.299.748 $
DARDEN RESTAURANTS INCDRI1.298.813 $+604.951 $
+87,2 %
693.862 $+693.862 $
MCDONALDS CORPMCD970.441 $-209.832 $
-17,8 %
1.180.273 $+1.180.273 $
PALATIN TECHNOLOGIES INCPTNT1.107.627 $-59.496 $
-5,1 %
1.167.123 $+1.167.123 $
DELTA AIR LINES, INC.DAL1.150.631 $+264.159 $
+29,8 %
886.472 $+886.472 $
QUEST DIAGNOSTICS INCDGX1.023.827 $+1.023.827 $
GRACO INCGGG934.540 $-34.089 $
-3,5 %
968.629 $+968.629 $
SPS COMMERCE INCSPSC418.503 $-308.433 $
-42,4 %
726.936 $+726.936 $
FIRST MAJESTIC SILVER CORPAG670.648 $+175.914 $
+35,6 %
494.734 $+494.734 $
PROCTER & GAMBLE CoPG646.502 $+91.192 $
+16,4 %
555.310 $+555.310 $
GENERAL ELECTRIC COGE632.078 $+29.536 $
+4,9 %
602.542 $+602.542 $
Eaton Corp plcETN619.758 $+619.758 $
KLA CORPKLAC607.540 $+68.240 $
+12,7 %
539.300 $+539.300 $
Mastercard IncMA580.585 $+2.105 $
+0,4 %
578.480 $+578.480 $
Medtronic plcMDT575.303 $+297.583 $
+107,2 %
277.720 $+277.720 $
Duke Energy CORPDUK494.000 $+176.499 $
+55,6 %
317.501 $+317.501 $
PRICE T ROWE GROUP INCTROW430.133 $-42.720 $
-9,0 %
472.853 $+472.853 $
TARGET CORPTGT464.704 $+15.307 $
+3,4 %
449.397 $+449.397 $
Walmart Inc.WMT461.047 $+5.183 $
+1,1 %
455.864 $+455.864 $
FASTENAL COFAST377.337 $-83.703 $
-18,2 %
461.040 $+461.040 $
ELI LILLY & CoLLY448.223 $+115.980 $
+34,9 %
332.243 $+332.243 $
TORO COTTC447.208 $+14.316 $
+3,3 %
432.892 $+432.892 $
SCHWAB CHARLES CORPSCHW360.395 $+24.217 $
+7,2 %
336.178 $+336.178 $
VERIZON COMMUNICATIONS INCVZ272.572 $-67.114 $
-19,8 %
339.686 $+339.686 $
EXXON MOBIL CORPXOM326.122 $-7.618 $
-2,3 %
333.740 $+333.740 $
Palo Alto Networks IncPANW289.194 $-30.489 $
-9,5 %
319.683 $+319.683 $
AbbVie Inc.ABBV300.522 $-4.011 $
-1,3 %
304.533 $+304.533 $
RTX CorpRTX285.803 $+285.803 $
CHIPOTLE MEXICAN GRILL INCCMG283.790 $+283.790 $
CHEVRON CORPCVX280.580 $+280.580 $
COCA COLA COKO280.506 $+20.863 $
+8,0 %
259.643 $+259.643 $
AMGEN INCAMGN276.904 $+276.904 $
PEPSICO INCPEP269.424 $+269.424 $
NEXTERA ENERGY INCNEE269.424 $+14.237 $
+5,6 %
255.187 $+255.187 $
ADVANCED MICRO DEVICES INCAMD267.914 $+65.676 $
+32,5 %
202.238 $+202.238 $
AT&T INC.T229.451 $-31.274 $
-12,0 %
260.725 $+260.725 $
JABIL INCJBL246.297 $+2.713 $
+1,1 %
243.584 $+243.584 $
BlackRock, Inc.BLK242.914 $+242.914 $
Solventum CorpSOLV235.422 $+18.539 $
+8,5 %
216.883 $+216.883 $
ENBRIDGE INCENB202.560 $-11.138 $
-5,2 %
213.698 $+213.698 $
245.490.061 $+22.358.756 $
+41,6 %
224.306.290 $+224.306.290 $
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