Investments: Tidemark, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
256.920.806 $+2.924.162 $
+15,6 %
254.569.124 $+254.569.124 $
BANK OF AMERICA CORP /DE/BAC204.795.252 $+2.881.364 $
+1,4 %
201.913.888 $+201.913.888 $
MORGAN STANLEYMS13.939.690 $+1.421.379 $
+11,4 %
12.518.311 $+12.518.311 $
BlackRock, Inc.BLK1.495.591 $-11.662.587 $
-88,6 %
13.158.178 $+13.158.178 $
CITIGROUP INCC11.797.482 $+9.681.181 $
+457,5 %
2.116.301 $+2.116.301 $
APPFOLIO INCAPPF5.024.057 $+400.972 $
+8,7 %
4.623.085 $+4.623.085 $
AMAZON COM INCAMZN2.483.276 $+40.452 $
+1,7 %
2.442.824 $+2.442.824 $
NVIDIA CORPNVDA2.221.683 $-18.265 $
-0,8 %
2.239.948 $+2.239.948 $
ALPHA PRO TECH LTDAPT1.912.656 $+259.684 $
+15,7 %
1.652.972 $+1.652.972 $
MICROSOFT CORPMSFT1.530.772 $-19.245 $
-1,2 %
1.550.017 $+1.550.017 $
CATERPILLAR INCCAT1.475.471 $+3.067 $
+0,2 %
1.472.404 $+1.472.404 $
BERKSHIRE HATHAWAY INCBRK-B1.131.718 $-55.497 $
-4,7 %
1.187.215 $+1.187.215 $
SPS COMMERCE INCSPSC1.078.953 $+107.629 $
+11,1 %
971.324 $+971.324 $
CHEVRON CORPCVX1.051.784 $-19.721 $
-1,8 %
1.071.505 $+1.071.505 $
NETFLIX INCNFLX339.411 $-215.690 $
-38,9 %
555.101 $+555.101 $
PALATIN TECHNOLOGIES INCPTNT471.749 $-58.727 $
-11,1 %
530.476 $+530.476 $
VIASAT INCVSAT439.537 $+65.816 $
+17,6 %
373.721 $+373.721 $
JOHNSON & JOHNSONJNJ410.436 $+43.177 $
+11,8 %
367.259 $+367.259 $
HUBBELL INCHUBB375.717 $+11.675 $
+3,2 %
364.042 $+364.042 $
ASML HOLDING NVASML369.730 $+35.206 $
+10,5 %
334.524 $+334.524 $
Immuneering CorpIMRX131.600 $-179.200 $
-57,7 %
310.800 $+310.800 $
EXXON MOBIL CORPXOM281.441 $+55.303 $
+24,5 %
226.138 $+226.138 $
AMERICAN EXPRESS COAXP263.913 $+27.681 $
+11,7 %
236.232 $+236.232 $
Mastercard IncMA258.858 $+441 $
+0,2 %
258.417 $+258.417 $
JPMORGAN CHASE & COJPM236.871 $+2.365 $
+1,0 %
234.506 $+234.506 $
ADVANCED MICRO DEVICES INCAMD198.527 $+46.607 $
+30,7 %
151.920 $+151.920 $
ISHARES GOLD TRUSTIAU194.223 $+194.223 $
REALTY INCOME CORPO151.885 $-11.696 $
-7,1 %
163.581 $+163.581 $
Vertiv Holdings CoVRT156.319 $+156.319 $
NEXTERA ENERGY INCNEE139.103 $+8.864 $
+6,8 %
130.239 $+130.239 $
GEO GROUP INCGEO108.004 $-29.279 $
-21,3 %
137.283 $+137.283 $
PEPSICO INCPEP135.052 $-2.176 $
-1,6 %
137.228 $+137.228 $
MERCADOLIBRE INCMELI135.542 $+135.542 $
ORACLE CORPORCL88.712 $-39.949 $
-31,0 %
128.661 $+128.661 $
HOLOGIC INCHOLX128.421 $+12.068 $
+10,4 %
116.353 $+116.353 $
SEMPRASRE125.549 $-2.403 $
-1,9 %
127.952 $+127.952 $
Walt Disney CoDIS115.387 $-398 $
-0,3 %
115.785 $+115.785 $
CUMMINS INCCMI107.242 $+78.059 $
+267,5 %
29.183 $+29.183 $
EQUINIX INCEQIX92.397 $-12.868 $
-12,2 %
105.265 $+105.265 $
AT&T INC.T92.650 $-12.575 $
-12,0 %
105.225 $+105.225 $
UNITEDHEALTH GROUP INCUNH89.949 $-8.115 $
-8,3 %
98.064 $+98.064 $
DEXCOM INCDXCM89.002 $-1.234 $
-1,4 %
90.236 $+90.236 $
Walmart Inc.WMT89.685 $+6.721 $
+8,1 %
82.964 $+82.964 $
PFIZER INCPFE49.372 $-25.383 $
-34,0 %
74.755 $+74.755 $
3M COMMM73.941 $+1.411 $
+1,9 %
72.530 $+72.530 $
AbbVie Inc.ABBV69.575 $-3.022 $
-4,2 %
72.597 $+72.597 $
Enel Chile S.A.ENIC71.062 $+2.298 $
+3,3 %
68.764 $+68.764 $
RTX CorpRTX65.042 $+1.477 $
+2,3 %
63.565 $+63.565 $
INTEL CORPINTC64.618 $+18.240 $
+39,3 %
46.378 $+46.378 $
INTUITIVE SURGICAL INCISRG62.299 $+38.149 $
+158,0 %
24.150 $+24.150 $
COCA COLA COKO57.078 $+3.633 $
+6,8 %
53.445 $+53.445 $
ELI LILLY & CoLLY53.733 $+11.760 $
+28,0 %
41.973 $+41.973 $
MICRON TECHNOLOGY INCMU49.091 $+13.617 $
+38,4 %
35.474 $+35.474 $
MCDONALDS CORPMCD48.697 $-337 $
-0,7 %
49.034 $+49.034 $
VERIZON COMMUNICATIONS INCVZ44.187 $-3.303 $
-7,0 %
47.490 $+47.490 $
GOLDMAN SACHS GROUP INCGS45.441 $+4.273 $
+10,4 %
41.168 $+41.168 $
STRYKER CORPSYK44.285 $+41.326 $
+1.396,6 %
2.959 $+2.959 $
Duke Energy CORPDUK36.288 $-6.583 $
-15,4 %
42.871 $+42.871 $
PAYCHEX INCPAYX34.888 $-4.535 $
-11,5 %
39.423 $+39.423 $
XCEL ENERGY INCXEL34.345 $-3.157 $
-8,4 %
37.502 $+37.502 $
EQT CorpEQT36.114 $-559 $
-1,5 %
36.673 $+36.673 $
Public StoragePSA35.638 $+35.638 $
CONSOLIDATED EDISON INCED31.683 $-383 $
-1,2 %
32.066 $+32.066 $
GENERAL ELECTRIC COGE26.490 $-5.406 $
-16,9 %
31.896 $+31.896 $
UNITED PARCEL SERVICE INCUPS31.172 $+5.294 $
+20,5 %
25.878 $+25.878 $
FIRST TRUST ADVISORS LP18.981 $-11.669 $
-38,1 %
30.650 $+30.650 $
FabrinetFN30.048 $+5.984 $
+24,9 %
24.064 $+24.064 $
STARBUCKS CORPSBUX26.214 $-1.734 $
-6,2 %
27.948 $+27.948 $
CRISPR Therapeutics AGCRSP14.683 $-12.343 $
-45,7 %
27.026 $+27.026 $
SOUTHERN COSO23.718 $-2.059 $
-8,0 %
25.777 $+25.777 $
KLA CORPKLAC25.516 $+2.865 $
+12,6 %
22.651 $+22.651 $
COMCAST CORPCMCSA21.879 $-3.508 $
-13,8 %
25.387 $+25.387 $
UNITED THERAPEUTICS CorpUTHR24.362 $+3.402 $
+16,2 %
20.960 $+20.960 $
Palo Alto Networks IncPANW21.735 $-2.292 $
-9,5 %
24.027 $+24.027 $
STANTEC INCSTN20.965 $-2.983 $
-12,5 %
23.948 $+23.948 $
AeroVironment IncAVAV18.142 $-5.475 $
-23,2 %
23.617 $+23.617 $
PROCTER & GAMBLE CoPG21.210 $-1.530 $
-6,7 %
22.740 $+22.740 $
AMGEN INCAMGN17.675 $+8.080 $
+84,2 %
9.595 $+9.595 $
NNN REIT, INC.NNN16.372 $-961 $
-5,5 %
17.333 $+17.333 $
WILLIAMS SONOMA INCWSM15.002 $-1.416 $
-8,6 %
16.418 $+16.418 $
HP INCHPQ13.190 $-2.930 $
-18,2 %
16.120 $+16.120 $
TXNM ENERGY INCTXNM14.720 $+582 $
+4,1 %
14.138 $+14.138 $
Hewlett Packard Enterprise CoHPE14.220 $-320 $
-2,2 %
14.540 $+14.540 $
Senseonics Holdings, Inc.SENS8.738 $-5.064 $
-36,7 %
13.802 $+13.802 $
DEERE & CODE13.708 $+2.569 $
+23,1 %
11.139 $+11.139 $
LINCOLN NATIONAL CORPLNC13.511 $+13.511 $
BP PLCBP12.616 $+277 $
+2,2 %
12.339 $+12.339 $
FORD MOTOR COF12.514 $+1.177 $
+10,4 %
11.337 $+11.337 $
ROYAL GOLD INCRGLD11.115 $+11.115 $
Amcor plcAMCR10.675 $+10.675 $
LAM RESEARCH CORPLRCX10.442 $+2.274 $
+27,8 %
8.168 $+8.168 $
Kraft Heinz CoKHC10.260 $+10.260 $
CSX CORPCSX10.223 $+209 $
+2,1 %
10.014 $+10.014 $
SANDSTORM GOLD LTDSAND10.016 $+10.016 $
LINDE PLCLIN6.396 $-3.597 $
-36,0 %
9.993 $+9.993 $
Accenture plcACN9.122 $-502 $
-5,2 %
9.624 $+9.624 $
FRANCO NEVADA CorpFNV8.498 $-641 $
-7,0 %
9.139 $+9.139 $
METLIFE INCMET8.447 $-367 $
-4,2 %
8.814 $+8.814 $
Zoetis Inc.ZTS7.549 $-1.230 $
-14,0 %
8.779 $+8.779 $
DIAGEO PLCDEO7.419 $-788 $
-9,6 %
8.207 $+8.207 $
CONOCOPHILLIPSCOP6.834 $-456 $
-6,3 %
7.290 $+7.290 $
JABIL INCJBL6.385 $+6.385 $
MAGIC SOFTWARE ENTERPRISES LTDMGIC6.294 $+1.382 $
+28,1 %
4.912 $+4.912 $
SYSCO CORPSYY5.443 $-598 $
-9,9 %
6.041 $+6.041 $
CHIPOTLE MEXICAN GRILL INCCMG5.550 $-329 $
-5,6 %
5.879 $+5.879 $
BOSTON SCIENTIFIC CORPBSX5.530 $-133 $
-2,3 %
5.663 $+5.663 $
Eaton Corp plcETN4.778 $-836 $
-14,9 %
5.614 $+5.614 $
Grayscale Bitcoin Mini Trust ETFBTC4.221 $-1.298 $
-23,5 %
5.519 $+5.519 $
ETSY INCETSY4.491 $-887 $
-16,5 %
5.378 $+5.378 $
Booking Holdings Inc.BKNG5.355 $+5.355 $
SCHWAB CHARLES CORPSCHW5.095 $+226 $
+4,6 %
4.869 $+4.869 $
ASTRAZENECA PLCAZN5.056 $+146 $
+3,0 %
4.910 $+4.910 $
FISERV INCFISV2.620 $-2.408 $
-47,9 %
5.028 $+5.028 $
NICOLET BANKSHARES INCNIC4.205 $-397 $
-8,6 %
4.602 $+4.602 $
Parker-Hannifin CorpPH4.395 $+4.395 $
Phillips 66PSX4.000 $-217 $
-5,1 %
4.217 $+4.217 $
Fortive CorpFTV3.865 $+436 $
+12,7 %
3.429 $+3.429 $
Solventum CorpSOLV3.804 $+300 $
+8,6 %
3.504 $+3.504 $
TransUnionTRU3.687 $+84 $
+2,3 %
3.603 $+3.603 $
REGIONS FINANCIAL CORPRF3.422 $+126 $
+3,8 %
3.296 $+3.296 $
AUTOZONE INCAZO3.392 $+3.392 $
BOEING COBA651 $-2.586 $
-79,9 %
3.237 $+3.237 $
CARNIVAL CORPCCL3.054 $+163 $
+5,6 %
2.891 $+2.891 $
Strategy IncMSTR1.368 $-1.532 $
-52,8 %
2.900 $+2.900 $
UFP TECHNOLOGIES INCUFPT2.886 $+2.886 $
BOSTON OMAHA CorpBOC2.660 $-152 $
-5,4 %
2.812 $+2.812 $
SHERWIN WILLIAMS COSHW2.592 $-178 $
-6,4 %
2.770 $+2.770 $
Viatris IncVTRS2.647 $+791 $
+42,6 %
1.856 $+1.856 $
ANALOG DEVICES INCADI2.441 $+230 $
+10,4 %
2.211 $+2.211 $
ALLSTATE CORPALL2.290 $-71 $
-3,0 %
2.361 $+2.361 $
Constellation Energy CorpCEG2.120 $-183 $
-7,9 %
2.303 $+2.303 $
Brookfield Renewable CorpBEPC2.109 $+216 $
+11,4 %
1.893 $+1.893 $
TAKEDA PHARMACEUTICAL CO LTDTAK1.964 $+119 $
+6,4 %
1.845 $+1.845 $
NATIONAL GRID PLCNGG1.934 $+117 $
+6,4 %
1.817 $+1.817 $
Aon plcAON1.764 $+1.764 $
Medtronic plcMDT1.632 $+1.632 $
KOHLS CorpKSS1.531 $+378 $
+32,8 %
1.153 $+1.153 $
Net Lease Office PropertiesNLOP1.083 $-163 $
-13,1 %
1.246 $+1.246 $
Ralliant CorpRAL1.171 $+165 $
+16,4 %
1.006 $+1.006 $
LAS VEGAS SANDS CORPLVS1.081 $+1.081 $
WELLTOWER INC.WELL1.074 $+1.074 $
Jazz Pharmaceuticals plcJAZZ1.020 $+229 $
+29,0 %
791 $+791 $
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR900 $-118 $
-11,6 %
1.018 $+1.018 $
PG&E CorpPCG725 $+725 $
TC ENERGY CORPTRP716 $+716 $
FREEPORT-MCMORAN INCFCX669 $+669 $
LOCKHEED MARTIN CORPLMT484 $+484 $
B2GOLD CORPBTG451 $+451 $
MARRIOTT VACATIONS WORLDWIDE CorpVAC399 $+399 $
SanofiSNY388 $+10 $
+2,6 %
378 $+378 $
Organon & Co.OGN165 $-81 $
-32,9 %
246 $+246 $
Roblox CorpRBLX162 $+162 $
Eaton Vance Municipal Income TrustEVN140 $-4 $
-2,8 %
144 $+144 $
Knife River CorpKNF141 $+141 $
HNI CORPHNI85 $+85 $
Nebius Group N.V.NBIS84 $+84 $
Scilex Holding CoSCLX49 $+49 $
AURORA CANNABIS INCACB17 $+17 $
256.920.806 $+2.924.162 $
+15,6 %
254.569.124 $+254.569.124 $
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