Investments: Portfolio Design Labs, 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 (%)
588.130.708 $+23.977.298 $
+3,9 %
563.843.749 $+81.843.813 $
+146,7 %
486.584.526 $+70.933.557 $
+34,6 %
BANK OF AMERICA CORP /DE/BAC229.588.403 $+6.252.687 $
+2,8 %
223.335.716 $-30.297.563 $
-11,9 %
253.633.279 $+63.689.640 $
+33,5 %
SPS COMMERCE INCSPSC41.511.888 $+4.079.474 $
+10,9 %
37.432.414 $-5.159.349 $
-12,1 %
42.591.763 $+23.709.083 $
+125,6 %
NVIDIA CORPNVDA32.661.938 $-1.508.697 $
-4,4 %
34.170.635 $+21.051.935 $
+160,5 %
13.118.700 $-4.634.704 $
-26,1 %
APPFOLIO INCAPPF31.484.327 $+2.226.760 $
+7,6 %
29.257.567 $+19.541.739 $
+201,1 %
9.715.828 $-7.297.098 $
-42,9 %
MICROSOFT CORPMSFT30.048.645 $-1.003.162 $
-3,2 %
31.051.807 $+16.711.028 $
+116,5 %
14.340.779 $-2.178.901 $
-13,2 %
ALPHA PRO TECH LTDAPT27.290.468 $+5.919.184 $
+27,7 %
21.371.284 $+13.867.863 $
+184,8 %
7.503.421 $-5.845.758 $
-43,8 %
AMAZON COM INCAMZN19.692.409 $+1.367.974 $
+7,5 %
18.324.435 $+7.399.470 $
+67,7 %
10.924.965 $-2.447.841 $
-18,3 %
BlackRock, Inc.BLK9.022.210 $+4.995 $
+0,1 %
9.017.215 $-2.040.312 $
-18,5 %
11.057.527 $+8.291.889 $
+299,8 %
ELI LILLY & CoLLY10.922.042 $+3.118.050 $
+40,0 %
7.803.992 $+441.330 $
+6,0 %
7.362.662 $+2.787.119 $
+60,9 %
NETFLIX INCNFLX4.914.150 $-1.273.477 $
-20,6 %
6.187.627 $-3.304.127 $
-34,8 %
9.491.754 $+4.028.060 $
+73,7 %
JPMORGAN CHASE & COJPM7.515.521 $+328.763 $
+4,6 %
7.186.758 $+299.075 $
+4,3 %
6.887.683 $+2.626.576 $
+61,6 %
JOHNSON & JOHNSONJNJ6.216.867 $+706.142 $
+12,8 %
5.510.725 $-1.243.270 $
-18,4 %
6.753.995 $-3.681.156 $
-35,3 %
EXXON MOBIL CORPXOM6.398.150 $+639.935 $
+11,1 %
5.758.215 $+736.028 $
+14,7 %
5.022.187 $-3.336.809 $
-39,9 %
PROCTER & GAMBLE CoPG4.090.810 $-304.503 $
-6,9 %
4.395.313 $-1.691.827 $
-27,8 %
6.087.140 $+1.464.156 $
+31,7 %
BERKSHIRE HATHAWAY INCBRK-B5.782.486 $+195.032 $
+3,5 %
5.587.454 $+5.587.454 $
KROGER COKR558.509 $-563.733 $
-50,2 %
1.122.242 $-4.304.277 $
-79,3 %
5.426.519 $+5.153.931 $
+1.890,7 %
CHEVRON CORPCVX4.347.006 $-364.398 $
-7,7 %
4.711.404 $+2.581.452 $
+121,2 %
2.129.952 $-559.403 $
-20,8 %
MCKESSON CORPMCK2.671.690 $+240.506 $
+9,9 %
2.431.184 $-2.139.899 $
-46,8 %
4.571.083 $+4.571.083 $
RTX CorpRTX4.331.037 $+430.887 $
+11,0 %
3.900.150 $-84.591 $
-2,1 %
3.984.741 $-924.095 $
-18,8 %
LINDE PLCLIN2.346.981 $-522.625 $
-18,2 %
2.869.606 $-1.451.073 $
-33,6 %
4.320.679 $-109.421 $
-2,5 %
ROPER TECHNOLOGIES INCROP1.086.118 $-651.318 $
-37,5 %
1.737.436 $-2.537.672 $
-59,4 %
4.275.108 $-1.019.911 $
-19,3 %
WELLTOWER INC.WELL4.205.585 $+464.272 $
+12,4 %
3.741.313 $+281.619 $
+8,1 %
3.459.694 $-740.712 $
-17,6 %
BOSTON SCIENTIFIC CORPBSX2.473.570 $-633.603 $
-20,4 %
3.107.173 $-941.325 $
-23,3 %
4.048.498 $-317.993 $
-7,3 %
GRACO INCGGG3.496.229 $-656.390 $
-15,8 %
Mastercard IncMA3.378.478 $+71.415 $
+2,2 %
3.307.063 $+2.048.317 $
+162,7 %
1.258.746 $-2.806.112 $
-69,0 %
AT&T INC.T1.925.834 $-691.676 $
-26,4 %
2.617.510 $-756.635 $
-22,4 %
3.374.145 $+114.705 $
+3,5 %
Walmart Inc.WMT3.364.712 $+302.472 $
+9,9 %
3.062.240 $+2.761.664 $
+918,8 %
300.576 $-85.262 $
-22,1 %
MICRON TECHNOLOGY INCMU3.356.142 $+1.426.105 $
+73,9 %
1.930.037 $+1.930.037 $
NASDAQ, INC.NDAQ1.913.267 $+208.216 $
+12,2 %
1.705.051 $-1.630.406 $
-48,9 %
3.335.457 $+7.478 $
+0,2 %
GENERAL ELECTRIC COGE3.296.853 $+212.845 $
+6,9 %
3.084.008 $+1.629.497 $
+112,0 %
1.454.511 $-375.061 $
-20,5 %
PPL CorpPPL2.435.704 $-830.326 $
-25,4 %
3.266.030 $+926.467 $
+39,6 %
2.339.563 $-426.825 $
-15,4 %
ADVANCED MICRO DEVICES INCAMD3.158.646 $+845.856 $
+36,6 %
2.312.790 $+1.961.445 $
+558,3 %
351.345 $-97.424 $
-21,7 %
Medtronic plcMDT3.101.597 $+2.649.241 $
+585,7 %
ORACLE CORPORCL2.233.595 $-803.090 $
-26,4 %
3.036.685 $+479.291 $
+18,7 %
2.557.394 $-125.438 $
-4,7 %
Fox CorpFOXA1.115.693 $+142.736 $
+14,7 %
972.957 $-2.027.212 $
-67,6 %
3.000.169 $+1.159.640 $
+63,0 %
LAM RESEARCH CORPLRCX2.857.863 $+690.556 $
+31,9 %
2.167.307 $+1.833.528 $
+549,3 %
333.779 $+15.280 $
+4,8 %
AbbVie Inc.ABBV2.780.304 $+77.073 $
+2,9 %
2.703.231 $+2.132.078 $
+373,3 %
571.153 $-1.065.408 $
-65,1 %
COCA COLA COKO2.720.885 $+65.763 $
+2,5 %
2.655.122 $+1.325.729 $
+99,7 %
1.329.393 $-1.200.011 $
-47,4 %
PALATIN TECHNOLOGIES INCPTNT2.441.397 $-221.389 $
-8,3 %
2.662.786 $+2.453.980 $
+1.175,2 %
UNITEDHEALTH GROUP INCUNH2.500.331 $-129.861 $
-4,9 %
2.630.192 $+1.525.506 $
+138,1 %
1.104.686 $-3.619.244 $
-76,6 %
TYLER TECHNOLOGIES INCTYL376.325 $-300.121 $
-44,4 %
676.446 $-1.828.897 $
-73,0 %
2.505.343 $-12.077 $
-0,5 %
GOLDMAN SACHS GROUP INCGS2.331.167 $+255.054 $
+12,3 %
2.076.113 $+1.306.936 $
+169,9 %
UNITED PARCEL SERVICE INCUPS1.303.754 $+734.497 $
+129,0 %
569.257 $-1.755.796 $
-75,5 %
2.325.053 $-502.571 $
-17,8 %
Eaton Corp plcETN2.030.530 $-228.832 $
-10,1 %
2.259.362 $+1.100.572 $
+95,0 %
1.158.790 $+864.669 $
+294,0 %
FORD MOTOR COF2.219.291 $+340.966 $
+18,2 %
1.878.325 $+1.878.325 $
FIRSTENERGY CORPFE2.123.274 $-696.588 $
-24,7 %
INTUITIVE SURGICAL INCISRG2.010.013 $+591.846 $
+41,7 %
1.418.167 $+374.819 $
+35,9 %
1.043.348 $+363.342 $
+53,4 %
ANALOG DEVICES INCADI1.929.082 $+212.604 $
+12,4 %
1.716.478 $+1.441.802 $
+524,9 %
274.676 $-4.110.437 $
-93,7 %
QUEST DIAGNOSTICS INCDGX1.887.193 $+163.383 $
+9,5 %
Walt Disney CoDIS1.878.913 $+22.181 $
+1,2 %
1.856.732 $-2.116.832 $
-53,3 %
AMERICAN EXPRESS COAXP1.875.288 $+213.159 $
+12,8 %
1.662.129 $+1.460.610 $
+724,8 %
Accenture plcACN1.863.373 $+176.875 $
+10,5 %
1.686.498 $+1.361.604 $
+419,1 %
324.894 $-666.146 $
-67,2 %
CITIGROUP INCC1.862.168 $+343.524 $
+22,6 %
1.518.644 $+1.518.644 $
CATERPILLAR INCCAT1.824.605 $+315.379 $
+20,9 %
1.509.226 $+1.509.226 $
MORGAN STANLEYMS1.818.520 $+194.722 $
+12,0 %
1.623.798 $+1.268.497 $
+357,0 %
355.301 $+355.301 $
MCDONALDS CORPMCD1.779.869 $+44.193 $
+2,5 %
1.735.676 $+1.407.730 $
+429,3 %
327.946 $-497.162 $
-60,3 %
CMS ENERGY CORPCMS1.704.325 $-45.007 $
-2,6 %
1.749.332 $+1.749.332 $
Palo Alto Networks IncPANW1.568.648 $-141.761 $
-8,3 %
1.710.409 $+1.710.409 $
AMGEN INCAMGN1.643.493 $+254.473 $
+18,3 %
1.389.020 $+1.389.020 $
PEPSICO INCPEP1.614.495 $+63.016 $
+4,1 %
1.551.479 $+1.191.537 $
+331,0 %
359.942 $-78.333 $
-17,9 %
CONOCOPHILLIPSCOP1.595.462 $+24.102 $
+1,5 %
1.571.360 $+1.111.057 $
+241,4 %
NEXTERA ENERGY INCNEE1.570.100 $+113.941 $
+7,8 %
1.456.159 $+1.456.159 $
SCHWAB CHARLES CORPSCHW1.567.510 $+121.703 $
+8,4 %
1.445.807 $+1.230.615 $
+571,9 %
Parker-Hannifin CorpPH1.558.416 $+243.016 $
+18,5 %
1.315.400 $+1.100.221 $
+511,3 %
STRYKER CORPSYK1.486.727 $-39.642 $
-2,6 %
1.526.369 $+1.267.231 $
+489,0 %
259.138 $-52.808 $
-16,9 %
FASTENAL COFAST1.220.693 $-228.734 $
-15,8 %
1.449.427 $+1.449.427 $
PFIZER INCPFE1.410.925 $-4.363 $
-0,3 %
1.415.288 $+1.007.618 $
+247,2 %
PAYCHEX INCPAYX1.249.492 $-121.165 $
-8,8 %
1.370.657 $+1.112.756 $
+431,5 %
257.901 $-68.710 $
-21,0 %
BOEING COBA1.327.907 $+119.690 $
+9,9 %
1.208.217 $+1.208.217 $
CINTAS CORPCTAS1.254.443 $-73.187 $
-5,5 %
1.327.630 $+1.327.630 $
NICOLET BANKSHARES INCNIC1.206.050 $-64.431 $
-5,1 %
1.270.481 $+1.270.481 $
FISERV INCFISV643.422 $-499.544 $
-43,7 %
1.142.966 $+673.493 $
+143,5 %
469.473 $-681.935 $
-59,2 %
DEERE & CODE1.111.329 $+52.771 $
+5,0 %
1.058.558 $+1.058.558 $
STARBUCKS CORPSBUX1.038.949 $+30.153 $
+3,0 %
1.008.796 $+1.008.796 $
Trane Technologies plcTT981.968 $-46.780 $
-4,5 %
1.028.748 $+1.028.748 $
SYNOPSYS INCSNPS1.016.475 $+2.558 $
+0,3 %
1.013.917 $+1.013.917 $
COLGATE PALMOLIVE COCL988.802 $+23.366 $
+2,4 %
965.436 $+965.436 $
AMDOCS LTDDOX950.083 $-19.726 $
-2,0 %
DARDEN RESTAURANTS INCDRI752.826 $-97.893 $
-11,5 %
850.719 $+65.373 $
+8,3 %
785.346 $-835.806 $
-51,6 %
PG&E CorpPCG438.390 $+64.586 $
+17,3 %
373.804 $-458.373 $
-55,1 %
832.177 $+832.177 $
FEDEX CORPFDX764.445 $-37.835 $
-4,7 %
HERSHEY COHSY741.465 $+741.465 $
BECTON DICKINSON & COBDX687.622 $+235.457 $
+52,1 %
ATMOS ENERGY CORPATO590.896 $-10.998 $
-1,8 %
601.894 $+210.608 $
+53,8 %
391.286 $-627.397 $
-61,6 %
DELTA AIR LINES, INC.DAL508.702 $+134.095 $
+35,8 %
374.607 $+374.607 $
SEMPRASRE475.795 $-9.108 $
-1,9 %
484.903 $+168.562 $
+53,3 %
316.341 $-105.183 $
-25,0 %
CARDINAL HEALTH INCCAH300.647 $+73.839 $
+32,6 %
226.808 $-207.976 $
-47,8 %
434.784 $+434.784 $
TELEDYNE TECHNOLOGIES INCTDY290.606 $-49.298 $
-14,5 %
339.904 $-2.951.951 $
-89,7 %
AUTOZONE INCAZO264.537 $-70.102 $
-20,9 %
334.639 $+37.660 $
+12,7 %
296.979 $-324.505 $
-52,2 %
Synchrony FinancialSYF321.707 $+321.707 $
KLA CORPKLAC303.770 $+31.962 $
+11,8 %
271.808 $-25.265 $
-8,5 %
NOVARTIS AGNVS211.079 $-91.689 $
-30,3 %
302.768 $-47.168 $
-13,5 %
Bank of New York Mellon CorpBK273.973 $+16.827 $
+6,5 %
257.146 $-24.567 $
-8,7 %
281.713 $-41.103 $
-12,7 %
Liberty Media CorpFWONA262.037 $-15.800 $
-5,7 %
277.837 $+6.916 $
+2,6 %
270.921 $-43.228 $
-13,8 %
ASML HOLDING NVASML268.878 $+25.577 $
+10,5 %
243.301 $+243.301 $
Public StoragePSA230.955 $-28.722 $
-11,1 %
259.677 $+39.100 $
+17,7 %
Avery Dennison CorpAVY249.904 $+25.460 $
+11,3 %
224.444 $+224.444 $
ASTRAZENECA PLCAZN239.759 $+37.119 $
+18,3 %
HUBBELL INCHUBB230.494 $-5.976 $
-2,5 %
236.470 $-17.338 $
-6,8 %
Zoetis Inc.ZTS229.577 $+5.788 $
+2,6 %
223.789 $-121.318 $
-35,2 %
Monster Beverage CorpMNST225.104 $+225.104 $
TE Connectivity plcTEL213.177 $+7.477 $
+3,6 %
205.700 $-19.306 $
-8,6 %
225.006 $-89.008 $
-28,3 %
LEAR CORPLEA214.188 $+214.188 $
SanofiSNY207.927 $-27.279 $
-11,6 %
Stagwell IncSTGW106.673 $-107.383 $
-50,2 %
588.130.708 $+23.977.298 $
+3,9 %
563.843.749 $+81.843.813 $
+146,7 %
486.584.526 $+70.933.557 $
+34,6 %
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