Investments: Advyzon Investment Management, 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 (%)
591.285.427 $+207.033.364 $
+57,5 %
384.824.964 $+90.934.741 $
+40,2 %
294.791.945 $+129.618.714 $
+69,9 %
BANK OF AMERICA CORP /DE/BAC349.394.471 $+133.699.983 $
+62,0 %
215.694.488 $+58.642.395 $
+37,3 %
157.052.093 $+73.021.187 $
+86,9 %
BlackRock, Inc.BLK28.396.815 $+20.063.101 $
+240,7 %
8.333.714 $+2.183.668 $
+35,5 %
6.150.046 $+2.520.243 $
+69,4 %
MORGAN STANLEYMS18.484.478 $-4.457.433 $
-19,4 %
22.941.911 $+265.138 $
+1,2 %
22.676.773 $+6.768.294 $
+42,5 %
MICROSOFT CORPMSFT15.108.939 $+4.112.987 $
+37,4 %
10.995.952 $+1.559.677 $
+16,5 %
9.436.275 $+4.923.375 $
+109,1 %
CITIGROUP INCC8.362.192 $-6.094.422 $
-42,2 %
14.456.614 $+1.482.734 $
+11,4 %
12.973.880 $+2.308.257 $
+21,6 %
NVIDIA CORPNVDA13.183.026 $+3.080.515 $
+30,5 %
10.102.511 $+2.289.161 $
+29,3 %
7.813.350 $+4.272.715 $
+120,7 %
ALPHA PRO TECH LTDAPT11.490.610 $+4.998.215 $
+77,0 %
6.492.395 $+3.161.514 $
+94,9 %
3.330.881 $+831.752 $
+33,3 %
APPFOLIO INCAPPF11.236.954 $+4.332.860 $
+62,8 %
6.904.094 $+2.693.397 $
+64,0 %
4.210.697 $+1.041.891 $
+32,9 %
AMAZON COM INCAMZN8.762.374 $+2.749.025 $
+45,7 %
6.013.349 $+1.342.551 $
+28,7 %
4.670.798 $+1.659.946 $
+55,1 %
JPMORGAN CHASE & COJPM8.083.151 $+1.596.816 $
+24,6 %
6.486.335 $+1.004.658 $
+18,3 %
5.481.677 $+1.275.451 $
+30,3 %
Walmart Inc.WMT7.470.473 $+3.530.674 $
+89,6 %
3.939.799 $-1.169.232 $
-22,9 %
5.109.031 $+3.535.078 $
+224,6 %
ISHARES GOLD TRUSTIAU6.164.456 $-153.144 $
-2,4 %
6.317.600 $+5.088.547 $
+414,0 %
1.229.053 $+554.492 $
+82,2 %
SPS COMMERCE INCSPSC5.638.302 $+705.089 $
+14,3 %
4.933.213 $-1.074.681 $
-17,9 %
6.007.894 $+4.885.589 $
+435,3 %
BERKSHIRE HATHAWAY INCBRK-B5.049.622 $+1.340.406 $
+36,1 %
3.709.216 $+899.037 $
+32,0 %
2.810.179 $+148.877 $
+5,6 %
ELI LILLY & CoLLY4.287.087 $+3.095.590 $
+259,8 %
1.191.497 $-406.958 $
-25,5 %
1.598.455 $+594.885 $
+59,3 %
JOHNSON & JOHNSONJNJ4.124.453 $+2.096.487 $
+103,4 %
2.027.966 $+881.175 $
+76,8 %
1.146.791 $+232.295 $
+25,4 %
EXXON MOBIL CORPXOM2.977.373 $+1.414.637 $
+90,5 %
1.562.736 $+403.862 $
+34,8 %
1.158.874 $+188.539 $
+19,4 %
NETFLIX INCNFLX1.384.648 $-1.000.004 $
-41,9 %
2.384.652 $-467.695 $
-16,4 %
2.852.347 $+2.143.624 $
+302,5 %
SOUTHERN COSO1.171.207 $-81.133 $
-6,5 %
1.252.340 $-1.541.304 $
-55,2 %
2.793.644 $+2.535.068 $
+980,4 %
LAM RESEARCH CORPLRCX2.077.331 $+523.426 $
+33,7 %
1.553.905 $-1.194.879 $
-43,5 %
2.748.784 $+2.748.784 $
MCDONALDS CORPMCD2.598.314 $+939.304 $
+56,6 %
1.659.010 $-284.330 $
-14,6 %
1.943.340 $+1.328.772 $
+216,2 %
PROCTER & GAMBLE CoPG2.461.125 $+764.527 $
+45,1 %
1.696.598 $+147.490 $
+9,5 %
1.549.108 $+410.393 $
+36,0 %
NEXTERA ENERGY INCNEE2.455.803 $+897.103 $
+57,6 %
1.558.700 $+1.304.484 $
+513,1 %
254.216 $+22.884 $
+9,9 %
ORACLE CORPORCL1.589.110 $-721.576 $
-31,2 %
2.310.686 $+808.559 $
+53,8 %
1.502.127 $+759.444 $
+102,3 %
CHEVRON CORPCVX2.100.049 $+927.573 $
+79,1 %
1.172.476 $+501.235 $
+74,7 %
671.241 $+54.811 $
+8,9 %
US BANCORP \DE\USB1.963.663 $+1.131.057 $
+135,8 %
832.606 $+283.554 $
+51,6 %
549.052 $+549.052 $
UNITEDHEALTH GROUP INCUNH1.906.296 $+923.302 $
+93,9 %
982.994 $-163.866 $
-14,3 %
1.146.860 $-19.155 $
-1,6 %
GENERAL ELECTRIC COGE1.771.194 $+683.567 $
+62,8 %
1.087.627 $+569.244 $
+109,8 %
518.383 $+259.966 $
+100,6 %
RTX CorpRTX1.753.720 $+769.350 $
+78,2 %
984.370 $+589.894 $
+149,5 %
394.476 $+100.242 $
+34,1 %
SCHWAB CHARLES CORPSCHW1.683.338 $+845.037 $
+100,8 %
838.301 $+506.988 $
+153,0 %
331.313 $+43.152 $
+15,0 %
Palo Alto Networks IncPANW1.675.852 $+489.562 $
+41,3 %
1.186.290 $+775.168 $
+188,5 %
411.122 $+222.735 $
+118,2 %
Mastercard IncMA1.555.967 $+424.331 $
+37,5 %
1.131.636 $-64.929 $
-5,4 %
1.196.565 $+579.036 $
+93,8 %
VERIZON COMMUNICATIONS INCVZ1.513.986 $+503.704 $
+49,9 %
1.010.282 $+534.309 $
+112,3 %
475.973 $-941 $
-0,2 %
StoneX Group Inc.SNEX1.137.017 $-374.036 $
-24,8 %
1.511.053 $+250.067 $
+19,8 %
1.260.986 $+61.221 $
+5,1 %
STARBUCKS CORPSBUX1.349.711 $+612.851 $
+83,2 %
736.860 $+184.978 $
+33,5 %
551.882 $+42.612 $
+8,4 %
BOEING COBA1.346.795 $+349.660 $
+35,1 %
997.135 $+227.741 $
+29,6 %
769.394 $+165.818 $
+27,5 %
PEPSICO INCPEP1.329.930 $+601.381 $
+82,5 %
728.549 $+113.428 $
+18,4 %
615.121 $+183.352 $
+42,5 %
AbbVie Inc.ABBV579.260 $-735.848 $
-56,0 %
1.315.108 $+547.900 $
+71,4 %
767.208 $+95.118 $
+14,2 %
INTEL CORPINTC1.262.570 $+574.325 $
+83,4 %
688.245 $+317.592 $
+85,7 %
370.653 $+37.997 $
+11,4 %
PFIZER INCPFE1.236.968 $+478.692 $
+63,1 %
758.276 $+304.619 $
+67,1 %
453.657 $+100.381 $
+28,4 %
CATERPILLAR INCCAT1.161.063 $+944.909 $
+437,1 %
216.154 $+216.154 $
COMCAST CORPCMCSA1.151.118 $+672.466 $
+140,5 %
478.652 $+151.698 $
+46,4 %
326.954 $+16.702 $
+5,4 %
INTUITIVE SURGICAL INCISRG1.148.939 $+565.913 $
+97,1 %
583.026 $+5.578 $
+1,0 %
577.448 $+15.991 $
+2,8 %
PALATIN TECHNOLOGIES INCPTNT1.129.779 $+205.821 $
+22,3 %
923.958 $+292.387 $
+46,3 %
631.571 $+463.446 $
+275,7 %
INSULET CORPPODD1.127.865 $+153.513 $
+15,8 %
974.352 $+334.682 $
+52,3 %
639.670 $+386.777 $
+152,9 %
CONOCOPHILLIPSCOP1.121.073 $+718.493 $
+178,5 %
402.580 $+125.801 $
+45,5 %
276.779 $+110 $
+0,0 %
AMGEN INCAMGN1.080.971 $+740.702 $
+217,7 %
340.269 $+118.505 $
+53,4 %
COCA COLA COKO1.035.415 $+501.389 $
+93,9 %
534.026 $-311.544 $
-36,8 %
845.570 $+315.284 $
+59,5 %
Accenture plcACN981.636 $+366.895 $
+59,7 %
614.741 $+53.656 $
+9,6 %
561.085 $+52.427 $
+10,3 %
Medtronic plcMDT901.910 $+343.292 $
+61,5 %
558.618 $+139.794 $
+33,4 %
418.824 $+13.284 $
+3,3 %
BARCLAYS PLCBCS484.073 $-239.397 $
-33,1 %
723.470 $-157.921 $
-17,9 %
881.391 $+881.391 $
TE Connectivity plcTEL853.381 $+549.139 $
+180,5 %
304.242 $+304.242 $
Monster Beverage CorpMNST825.123 $+144.619 $
+21,3 %
680.504 $+103.527 $
+17,9 %
576.977 $+363.028 $
+169,7 %
ADVANCED MICRO DEVICES INCAMD790.113 $+108.434 $
+15,9 %
681.679 $+138.719 $
+25,5 %
542.960 $+203.779 $
+60,1 %
ASTRAZENECA PLCAZN779.808 $+779.808 $
AMERICAN EXPRESS COAXP766.688 $+360.997 $
+89,0 %
405.691 $+47.366 $
+13,2 %
358.325 $+120.915 $
+50,9 %
KLA CORPKLAC763.733 $+192.786 $
+33,8 %
570.947 $+369.405 $
+183,3 %
201.542 $+201.542 $
GOLDMAN SACHS GROUP INCGS746.064 $+154.196 $
+26,1 %
591.868 $+44.762 $
+8,2 %
547.106 $+547.106 $
LOCKHEED MARTIN CORPLMT729.352 $+177.022 $
+32,1 %
552.330 $+60.693 $
+12,3 %
491.637 $+45.012 $
+10,1 %
MICRON TECHNOLOGY INCMU723.514 $+350.725 $
+94,1 %
372.789 $+372.789 $
AT&T INC.T718.222 $+341.538 $
+90,7 %
376.684 $+96.194 $
+34,3 %
280.490 $+8.507 $
+3,1 %
GENERAL DYNAMICS CORPGD708.682 $+344.146 $
+94,4 %
364.536 $+99.923 $
+37,8 %
264.613 $+33.721 $
+14,6 %
GARMIN LTDGRMN223.342 $-442.471 $
-66,5 %
665.813 $+142.759 $
+27,3 %
523.054 $+74.571 $
+16,6 %
CUMMINS INCCMI629.870 $+292.596 $
+86,8 %
337.274 $+90.038 $
+36,4 %
247.236 $+36.831 $
+17,5 %
FISERV INCFISV623.606 $+397.978 $
+176,4 %
225.628 $+225.628 $
FASTENAL COFAST602.779 $+110.212 $
+22,4 %
492.567 $+290.822 $
+144,2 %
201.745 $+201.745 $
HARBOUR INVESTMENTS, INC.597.550 $+597.550 $
ANALOG DEVICES INCADI596.990 $+253.256 $
+73,7 %
343.734 $-14.486 $
-4,0 %
358.220 $+36.153 $
+11,2 %
LEAR CORPLEA574.657 $+574.657 $
Parker-Hannifin CorpPH566.929 $+566.929 $
Moelis & CoMC554.460 $+554.460 $
Zoetis Inc.ZTS553.809 $+249.017 $
+81,7 %
304.792 $+89.576 $
+41,6 %
215.216 $+215.216 $
Eaton Corp plcETN442.776 $+40.032 $
+9,9 %
402.744 $-136.831 $
-25,4 %
539.575 $+138.277 $
+34,5 %
ASML HOLDING NVASML518.909 $+321.431 $
+162,8 %
Vertiv Holdings CoVRT518.594 $+136.918 $
+35,9 %
381.676 $+63.091 $
+19,8 %
318.585 $+106.966 $
+50,5 %
DOLLAR GENERAL CORPDG515.546 $+112.269 $
+27,8 %
403.277 $-39.259 $
-8,9 %
442.536 $+109.809 $
+33,0 %
Trane Technologies plcTT508.944 $+190.815 $
+60,0 %
318.129 $-120.539 $
-27,5 %
438.668 $+438.668 $
CRAWFORD & COCRD-A496.231 $+496.231 $
LINDE PLCLIN496.156 $+272.850 $
+122,2 %
223.306 $+223.306 $
Fox CorpFOXA493.332 $+61.220 $
+14,2 %
432.112 $+77.370 $
+21,8 %
354.742 $+354.742 $
PAYCHEX INCPAYX491.454 $+265.327 $
+117,3 %
226.127 $+22.740 $
+11,2 %
203.387 $+203.387 $
GENMAB A/SGMAB469.361 $+253.506 $
+117,4 %
215.855 $+215.855 $
PEABODY ENERGY CORPBTU468.680 $+206.371 $
+78,7 %
262.309 $+262.309 $
Allegion plcALLE446.330 $-17.105 $
-3,7 %
463.435 $+463.435 $
CVS HEALTH CorpCVS451.154 $+151.051 $
+50,3 %
300.103 $+84.474 $
+39,2 %
215.629 $+9.312 $
+4,5 %
MCKESSON CORPMCK446.337 $+19.833 $
+4,7 %
426.504 $+426.504 $
RAYMOND JAMES FINANCIAL INCRJF415.988 $+24.552 $
+6,3 %
391.436 $+23.110 $
+6,3 %
368.326 $+368.326 $
EQUINIX INCEQIX394.154 $+37.593 $
+10,5 %
356.561 $+356.561 $
Walt Disney CoDIS363.070 $+3.166 $
+0,9 %
359.904 $-28.148 $
-7,3 %
388.052 $+113.536 $
+41,4 %
PRA GROUP INCPRAA386.084 $+386.084 $
METLIFE INCMET385.306 $+385.306 $
Archer-Daniels-Midland CoADM373.758 $-10.201 $
-2,7 %
383.959 $+50.653 $
+15,2 %
333.306 $+33.820 $
+11,3 %
Lifevantage CorpLFVN383.625 $+247.844 $
+182,5 %
135.781 $+135.781 $
CRISPR Therapeutics AGCRSP380.369 $+98.647 $
+35,0 %
281.722 $+281.722 $
CARDINAL HEALTH INCCAH378.610 $+142.077 $
+60,1 %
236.533 $+26.404 $
+12,6 %
210.129 $+210.129 $
BOSTON SCIENTIFIC CORPBSX376.150 $+88.340 $
+30,7 %
KROGER COKR353.432 $-17.096 $
-4,6 %
370.528 $+39.030 $
+11,8 %
ACCO BRANDS CorpACCO360.159 $+164.790 $
+84,3 %
195.369 $+195.369 $
Bank of New York Mellon CorpBK349.595 $+349.595 $
ALLSTATE CORPALL343.901 $-5.671 $
-1,6 %
349.572 $+25.448 $
+7,9 %
324.124 $+10.413 $
+3,3 %
DEERE & CODE348.747 $+152.986 $
+78,1 %
Grayscale Bitcoin Mini Trust ETFBTC348.260 $+348.260 $
CARPENTER TECHNOLOGY CORPCRS344.750 $+136.778 $
+65,8 %
207.972 $+207.972 $
Concentrix CorpCNXC341.391 $+341.391 $
FabrinetFN323.249 $+91.351 $
+39,4 %
231.898 $+231.898 $
NICOLET BANKSHARES INCNIC313.688 $-7.242 $
-2,3 %
320.930 $+23.249 $
+7,8 %
297.681 $+54.979 $
+22,7 %
GSK plcGSK318.941 $+318.941 $
ACADIA PHARMACEUTICALS INCACAD310.157 $+79.386 $
+34,4 %
230.771 $+24.907 $
+12,1 %
205.864 $+205.864 $
EMERSON ELECTRIC COEMR206.471 $-72.211 $
-25,9 %
278.682 $-29.057 $
-9,4 %
307.739 $+52.850 $
+20,7 %
COLGATE PALMOLIVE COCL294.138 $-7.005 $
-2,3 %
301.143 $-5.654 $
-1,8 %
306.797 $+24.693 $
+8,8 %
CINTAS CORPCTAS303.563 $+303.563 $
STRYKER CORPSYK295.235 $+295.235 $
TENET HEALTHCARE CORPTHC290.926 $+290.926 $
TotalEnergies SETTE286.605 $+286.605 $
BECTON DICKINSON & COBDX286.542 $+286.542 $
MOLSON COORS BEVERAGE COTAP284.956 $+284.956 $
RYANAIR HOLDINGS PLCRYAAY281.758 $+281.758 $
UNITED PARCEL SERVICE INCUPS270.209 $+66.209 $
+32,5 %
204.000 $+204.000 $
CSX CORPCSX267.170 $+267.170 $
CENTRUS ENERGY CORPLEU226.351 $-40.176 $
-15,1 %
266.527 $+266.527 $
BERKLEY W R CORPWRB252.877 $+43.081 $
+20,5 %
209.796 $+209.796 $
Atour Lifestyle Holdings LtdATAT250.208 $+34.322 $
+15,9 %
215.886 $+215.886 $
FIFTH THIRD BANCORPFITB244.208 $+244.208 $
B2GOLD CORPBTG235.463 $+5.946 $
+2,6 %
229.517 $+106.981 $
+87,3 %
WATTS WATER TECHNOLOGIES INCWTS232.599 $+5.844 $
+2,6 %
226.755 $+226.755 $
TechnipFMC plcFTI230.910 $+230.910 $
NOVARTIS AGNVS228.155 $+228.155 $
Duke Energy CORPDUK213.937 $-13.837 $
-6,1 %
227.774 $+25.062 $
+12,4 %
UNITED THERAPEUTICS CorpUTHR227.546 $+227.546 $
AUTOLIV INCALV224.129 $+8.086 $
+3,7 %
216.043 $+216.043 $
RESMED INCRMD223.202 $+20.369 $
+10,0 %
202.833 $+202.833 $
NEWMARKET CORPNEU222.788 $+222.788 $
TC ENERGY CORPTRP218.885 $+218.885 $
dLocal LtdDLO218.110 $+27.158 $
+14,2 %
190.952 $+190.952 $
AppLovin CorpAPP216.296 $+216.296 $
ENBRIDGE INCENB214.592 $+214.592 $
Constellation Energy CorpCEG213.870 $+213.870 $
CORCEPT THERAPEUTICS INCCORT210.019 $-6.542 $
-3,0 %
CHUNGHWA TELECOM CO LTDCHT208.257 $+208.257 $
Amcor plcAMCR105.843 $+105.843 $
591.285.427 $+207.033.364 $
+57,5 %
384.824.964 $+90.934.741 $
+40,2 %
294.791.945 $+129.618.714 $
+69,9 %
Erweitert ×