Investments: SPIREPOINT PRIVATE CLIENT, 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 (%)
903.959.495 $+50.964.225 $
+8,9 %
857.887.693 $+170.434.484 $
+42,5 %
BANK OF AMERICA CORP /DE/BAC300.655.389 $-4.634.403 $
-1,5 %
305.289.792 $+83.756.408 $
+37,8 %
UNITED PARCEL SERVICE INCUPS101.804.535 $+15.809.602 $
+18,4 %
85.994.933 $-33.132.806 $
-27,8 %
APPFOLIO INCAPPF46.224.750 $+7.046.945 $
+18,0 %
39.177.805 $+7.150.793 $
+22,3 %
MICROSOFT CORPMSFT38.380.914 $-9.757 $
-0,0 %
38.390.671 $+10.742.949 $
+38,9 %
PALATIN TECHNOLOGIES INCPTNT36.367.591 $-208.896 $
-0,6 %
36.576.487 $+18.623.341 $
+103,7 %
ALPHA PRO TECH LTDAPT35.969.011 $+9.809.572 $
+37,5 %
26.159.439 $+10.037.622 $
+62,3 %
NVIDIA CORPNVDA27.429.216 $+1.028.677 $
+3,9 %
26.400.539 $+11.414.808 $
+76,2 %
CLEAN HARBORS INCCLH24.820.177 $+571.532 $
+2,4 %
24.248.645 $+2.653.383 $
+12,3 %
JOHNSON & JOHNSONJNJ22.130.265 $+2.967.875 $
+15,5 %
19.162.390 $+2.441.281 $
+14,6 %
AMAZON COM INCAMZN21.959.753 $+3.409.382 $
+18,4 %
18.550.371 $+3.545.897 $
+23,6 %
ELI LILLY & CoLLY20.365.267 $+7.507.534 $
+58,4 %
12.857.733 $-168.197 $
-1,3 %
NEXTERA ENERGY INCNEE15.032.101 $+1.822.315 $
+13,8 %
13.209.786 $+155.472 $
+1,2 %
PROCTER & GAMBLE CoPG7.275.585 $-6.663.983 $
-47,8 %
13.939.568 $-1.083.881 $
-7,2 %
BERKSHIRE HATHAWAY INCBRK-B12.925.967 $+1.068.754 $
+9,0 %
11.857.213 $+2.442.692 $
+25,9 %
EXXON MOBIL CORPXOM12.369.359 $+1.732.856 $
+16,3 %
10.636.503 $+519.836 $
+5,1 %
Palo Alto Networks IncPANW12.291.482 $-33.229 $
-0,3 %
12.324.711 $+2.509.498 $
+25,6 %
Walmart Inc.WMT11.455.389 $+1.898.369 $
+19,9 %
9.557.020 $+2.308.413 $
+31,8 %
AbbVie Inc.ABBV10.948.356 $+927.601 $
+9,3 %
10.020.755 $+2.358.063 $
+30,8 %
CHEVRON CORPCVX10.899.046 $+899.596 $
+9,0 %
9.999.450 $+174.710 $
+1,8 %
GENERAL DYNAMICS CORPGD10.633.489 $+1.296.251 $
+13,9 %
9.337.238 $+2.469.312 $
+36,0 %
JPMORGAN CHASE & COJPM9.525.410 $+1.288.483 $
+15,6 %
8.236.927 $+3.511.659 $
+74,3 %
BOSTON SCIENTIFIC CORPBSX8.970.941 $+566.951 $
+6,7 %
8.403.990 $+371.824 $
+4,6 %
LOCKHEED MARTIN CORPLMT8.111.712 $-582.438 $
-6,7 %
8.694.150 $+1.029.749 $
+13,4 %
SOUTHERN COSO8.513.455 $+347.058 $
+4,2 %
8.166.397 $+630.881 $
+8,4 %
Mastercard IncMA8.310.735 $+972.903 $
+13,3 %
7.337.832 $+717.450 $
+10,8 %
GOLDMAN SACHS GROUP INCGS7.724.652 $+732.699 $
+10,5 %
6.991.953 $+5.634.969 $
+415,3 %
Ingredion IncINGR267.822 $-4.245.749 $
-94,1 %
4.513.571 $-494.262 $
-9,9 %
Otis Worldwide CorpOTIS3.864.626 $-79.841 $
-2,0 %
3.944.467 $+74.054 $
+1,9 %
Veralto CorpVLTO3.663.229 $+202.298 $
+5,8 %
LAM RESEARCH CORPLRCX3.529.547 $+771.233 $
+28,0 %
2.758.314 $+1.206.644 $
+77,8 %
CHIPOTLE MEXICAN GRILL INCCMG3.177.153 $-191.110 $
-5,7 %
3.368.263 $+2.472.667 $
+276,1 %
Accenture plcACN3.176.940 $+248.565 $
+8,5 %
2.928.375 $+2.403.524 $
+457,9 %
ORACLE CORPORCL2.165.274 $-767.778 $
-26,2 %
2.933.052 $+1.577.594 $
+116,4 %
EMERSON ELECTRIC COEMR2.930.723 $+40.434 $
+1,4 %
2.890.289 $+2.417.521 $
+511,4 %
CITIGROUP INCC2.540.452 $+893.005 $
+54,2 %
1.647.447 $+1.647.447 $
NICOLET BANKSHARES INCNIC2.301.842 $-218.200 $
-8,7 %
2.520.042 $+2.520.042 $
AMERICAN EXPRESS COAXP2.012.905 $+435.145 $
+27,6 %
1.577.760 $+1.577.760 $
AMGEN INCAMGN1.925.237 $+259.128 $
+15,6 %
1.666.109 $-27.477 $
-1,6 %
UNILEVER PLCUL1.674.008 $+23.949 $
+1,5 %
1.650.059 $+1.650.059 $
FISERV INCFISV868.508 $-797.912 $
-47,9 %
1.666.420 $+1.666.420 $
AppLovin CorpAPP1.652.880 $+133.168 $
+8,8 %
1.519.712 $+1.003.285 $
+194,3 %
SEMPRASRE1.610.410 $-18.588 $
-1,1 %
1.628.998 $+370.279 $
+29,4 %
LINDE PLCLIN1.500.466 $-90.309 $
-5,7 %
1.590.775 $+56.491 $
+3,7 %
PEPSICO INCPEP1.524.613 $+169.086 $
+12,5 %
1.355.527 $+201.289 $
+17,4 %
Eaton Corp plcETN1.297.928 $-207.680 $
-13,8 %
1.505.608 $+466.130 $
+44,8 %
MCDONALDS CORPMCD1.428.209 $+148.224 $
+11,6 %
1.279.985 $+207.931 $
+19,4 %
CELESTICA INCCLS1.302.458 $+229.719 $
+21,4 %
1.072.739 $+734.802 $
+217,4 %
CATERPILLAR INCCAT1.226.515 $+224.977 $
+22,5 %
1.001.538 $+521.349 $
+108,6 %
STRYKER CORPSYK1.175.316 $-49.770 $
-4,1 %
1.225.086 $-24.557 $
-2,0 %
RTX CorpRTX1.216.137 $+225.376 $
+22,7 %
990.761 $+256.933 $
+35,0 %
COCA COLA COKO1.109.681 $+279.089 $
+33,6 %
830.592 $+469.627 $
+130,1 %
SHERWIN WILLIAMS COSHW958.805 $-125.681 $
-11,6 %
1.084.486 $-110.791 $
-9,3 %
ANTERO RESOURCES CorpAR972.771 $+25.406 $
+2,7 %
947.365 $+947.365 $
Trane Technologies plcTT878.035 $-61.670 $
-6,6 %
939.705 $+224.424 $
+31,4 %
ROYAL BANK OF CANADARY873.420 $+118.700 $
+15,7 %
754.720 $+177.255 $
+30,7 %
COLGATE PALMOLIVE COCL857.841 $-3.193 $
-0,4 %
861.034 $-181.004 $
-17,4 %
UNITEDHEALTH GROUP INCUNH728.581 $-92.913 $
-11,3 %
821.494 $-1.060.363 $
-56,3 %
ANALOG DEVICES INCADI805.193 $+92.417 $
+13,0 %
712.776 $+126.320 $
+21,5 %
SPS COMMERCE INCSPSC675.709 $-66.512 $
-9,0 %
742.221 $+742.221 $
INTUITIVE SURGICAL INCISRG735.135 $+188.620 $
+34,5 %
546.515 $-19.083 $
-3,4 %
FREEPORT-MCMORAN INCFCX728.837 $+162.539 $
+28,7 %
566.298 $+39.552 $
+7,5 %
METLIFE INCMET643.045 $-70.773 $
-9,9 %
713.818 $-3.252 $
-0,5 %
Performance Food Group CoPFGC544.286 $-132.910 $
-19,6 %
677.196 $+134.806 $
+24,9 %
STARBUCKS CORPSBUX642.607 $-33.601 $
-5,0 %
676.208 $-5.223 $
-0,8 %
Constellation Energy CorpCEG673.333 $+62.908 $
+10,3 %
610.425 $+239.829 $
+64,7 %
NUCOR CORPNUE661.085 $+112.187 $
+20,4 %
548.898 $+59.716 $
+12,2 %
GARMIN LTDGRMN511.791 $-109.176 $
-17,6 %
620.967 $+73.365 $
+13,4 %
NETFLIX INCNFLX491.021 $-116.831 $
-19,2 %
607.852 $+224.582 $
+58,6 %
WELLTOWER INC.WELL600.411 $+91.287 $
+17,9 %
509.124 $+509.124 $
ALLSTATE CORPALL577.408 $+8.800 $
+1,5 %
568.608 $+42.236 $
+8,0 %
GENERAL ELECTRIC COGE563.391 $+307.995 $
+120,6 %
255.396 $+255.396 $
DXP ENTERPRISES INCDXPE432.243 $-109.883 $
-20,3 %
542.126 $+542.126 $
MICRON TECHNOLOGY INCMU526.581 $+294.174 $
+126,6 %
232.407 $+232.407 $
PAYCHEX INCPAYX453.207 $-65.495 $
-12,6 %
518.702 $-169.695 $
-24,7 %
BOEING COBA485.263 $+164.324 $
+51,2 %
320.939 $+320.939 $
Medtronic plcMDT456.096 $+69.898 $
+18,1 %
386.198 $+35.834 $
+10,2 %
BlackRock, Inc.BLK450.641 $+450.641 $
PFIZER INCPFE431.198 $-123.925 $
-22,3 %
AUTOZONE INCAZO335.759 $-88.975 $
-20,9 %
424.734 $+43.456 $
+11,4 %
MANULIFE FINANCIAL CORPMFC407.025 $+123.311 $
+43,5 %
283.714 $+44.669 $
+18,7 %
Walt Disney CoDIS398.423 $+34.771 $
+9,6 %
363.652 $+363.652 $
ARGAN INCAGX385.723 $+63.283 $
+19,6 %
322.440 $+322.440 $
VERIZON COMMUNICATIONS INCVZ383.310 $+27.095 $
+7,6 %
356.215 $-368.865 $
-50,9 %
Parker-Hannifin CorpPH380.590 $+91.735 $
+31,8 %
288.855 $+75.500 $
+35,4 %
AT&T INC.T341.697 $-29.038 $
-7,8 %
370.735 $+23.796 $
+6,9 %
CARNIVAL CORPCCL368.496 $+23.253 $
+6,7 %
345.243 $+135.706 $
+64,8 %
BERKLEY W R CORPWRB351.582 $+57.898 $
+19,7 %
293.684 $+293.684 $
MORGAN STANLEYMS332.159 $+64.470 $
+24,1 %
267.689 $+267.689 $
EQUIFAX INCEFX252.131 $-75.714 $
-23,1 %
327.845 $+327.845 $
CONSOLIDATED EDISON INCED320.406 $-3.872 $
-1,2 %
324.278 $+324.278 $
Allegion plcALLE322.590 $+55.146 $
+20,6 %
267.444 $+267.444 $
GARTNER INCIT246.730 $-74.497 $
-23,2 %
321.227 $-253.397 $
-44,1 %
COMCAST CORPCMCSA319.541 $-265.767 $
-45,4 %
ADVANCED MICRO DEVICES INCAMD306.677 $+82.274 $
+36,7 %
224.403 $+224.403 $
TENET HEALTHCARE CORPTHC306.029 $+306.029 $
PIPER SANDLER COMPANIESPIPR304.936 $+6.332 $
+2,1 %
298.604 $+87.013 $
+41,1 %
DEERE & CODE302.155 $+26.427 $
+9,6 %
275.728 $-11.984 $
-4,2 %
DOVER CorpDOV297.546 $+43.297 $
+17,0 %
254.249 $-13.312 $
-5,0 %
ROLLINS INCROL297.495 $+71.640 $
+31,7 %
225.855 $+225.855 $
NORDSON CORPNDSN290.455 $+80.965 $
+38,6 %
209.490 $+209.490 $
PARSONS CORPPSN276.289 $+276.289 $
AeroVironment IncAVAV275.755 $+275.755 $
Aon plcAON259.367 $-2.719 $
-1,0 %
262.086 $-157.757 $
-37,6 %
KLA CORPKLAC258.816 $+38.782 $
+17,6 %
220.034 $+220.034 $
AECOMACM249.288 $+249.288 $
EXELON CORPEXC247.984 $+9.341 $
+3,9 %
238.643 $+28.703 $
+13,7 %
SAP SESAP246.554 $+246.554 $
TE Connectivity plcTEL240.933 $+37.868 $
+18,6 %
203.065 $+203.065 $
CUMMINS INCCMI239.912 $+239.912 $
AFLAC INCAFL227.377 $-5.518 $
-2,4 %
232.895 $-116.353 $
-33,3 %
TELEDYNE TECHNOLOGIES INCTDY232.893 $+232.893 $
Duke Energy CORPDUK208.634 $-14.116 $
-6,3 %
222.750 $+222.750 $
YUM BRANDS INCYUM215.423 $-1.025 $
-0,5 %
216.448 $+3.855 $
+1,8 %
SCHWAB CHARLES CORPSCHW214.913 $+214.913 $
CVS HEALTH CorpCVS208.796 $+208.796 $
POOL CORPPOOL202.166 $+202.166 $
ISHARES GOLD TRUSTIAU200.003 $+200.003 $
903.959.495 $+50.964.225 $
+8,9 %
857.887.693 $+170.434.484 $
+42,5 %
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