Investments: Legacy Wealth Managment, LLC/ID

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 (%)
181.343.409 $-10.338.365 $
+134,6 %
191.753.352 $+191.753.352 $
BANK OF AMERICA CORP /DE/BAC127.124.115 $-22.992.631 $
-15,3 %
150.116.746 $+150.116.746 $
MORGAN STANLEYMS11.747.761 $-6.197.556 $
-34,5 %
17.945.317 $+17.945.317 $
JANE STREET GROUP, LLC16.846.166 $+16.846.166 $
ORACLE CORPORCL4.508.269 $-2.009.750 $
-30,8 %
6.518.019 $+6.518.019 $
RAYMOND JAMES FINANCIAL INCRJF4.848.580 $+2.823.530 $
+139,4 %
2.025.050 $+2.025.050 $
Strategy IncMSTR218.718 $-2.194.076 $
-90,9 %
2.412.794 $+2.412.794 $
BlackRock, Inc.BLK1.564.694 $-195.763 $
-11,1 %
1.760.457 $+1.760.457 $
APPFOLIO INCAPPF1.488.319 $+463.938 $
+45,3 %
1.024.381 $+1.024.381 $
NVIDIA CORPNVDA1.406.788 $+298.685 $
+27,0 %
1.108.103 $+1.108.103 $
AMAZON COM INCAMZN1.345.912 $+369.483 $
+37,8 %
976.429 $+976.429 $
SPS COMMERCE INCSPSC996.720 $-242.093 $
-19,5 %
1.238.813 $+1.238.813 $
MAI Capital Management1.182.805 $-6.326 $
-0,5 %
1.189.131 $+1.189.131 $
ALPHA PRO TECH LTDAPT835.200 $+380.728 $
+83,8 %
454.472 $+454.472 $
WELLS FARGO & COMPANY/MNWFC816.248 $+122.200 $
+17,6 %
694.048 $+694.048 $
MICROSOFT CORPMSFT651.939 $+100.820 $
+18,3 %
551.119 $+551.119 $
HUNTINGTON NATIONAL BANK487.298 $+487.298 $
BERKSHIRE HATHAWAY INCBRK-B300.083 $-24.185 $
-7,5 %
324.268 $+324.268 $
EXXON MOBIL CORPXOM324.023 $+59.975 $
+22,7 %
264.048 $+264.048 $
UNITEDHEALTH GROUP INCUNH248.754 $-362 $
-0,1 %
249.116 $+249.116 $
JPMORGAN CHASE & COJPM234.250 $+111.789 $
+91,3 %
122.461 $+122.461 $
Parker-Hannifin CorpPH229.409 $+38.355 $
+20,1 %
191.054 $+191.054 $
BARCLAYS PLCBCS204.636 $+29.078 $
+16,6 %
175.558 $+175.558 $
BP PLCBP173.859 $+2.523 $
+1,5 %
171.336 $+171.336 $
PALATIN TECHNOLOGIES INCPTNT97.217 $-54.726 $
-36,0 %
151.943 $+151.943 $
Walmart Inc.WMT141.157 $+90.039 $
+176,1 %
51.118 $+51.118 $
Walt Disney CoDIS139.255 $+91.966 $
+194,5 %
47.289 $+47.289 $
CINTAS CORPCTAS136.915 $+92.578 $
+208,8 %
44.337 $+44.337 $
Permian Resources CorpPR115.538 $-4.553 $
-3,8 %
120.091 $+120.091 $
ELI LILLY & CoLLY106.394 $+101.053 $
+1.892,0 %
5.341 $+5.341 $
MICRON TECHNOLOGY INCMU105.888 $+46.991 $
+79,8 %
58.897 $+58.897 $
MCDONALDS CORPMCD102.387 $+62.577 $
+157,2 %
39.810 $+39.810 $
Eaton Corp plcETN93.006 $+3.934 $
+4,4 %
89.072 $+89.072 $
Trane Technologies plcTT92.630 $+47.480 $
+105,2 %
45.150 $+45.150 $
CITIGROUP INCC89.753 $+43.812 $
+95,4 %
45.941 $+45.941 $
Mastercard IncMA89.058 $+31.608 $
+55,0 %
57.450 $+57.450 $
SM Energy CoSM53.726 $-31.798 $
-37,2 %
85.524 $+85.524 $
ASML HOLDING NVASML77.030 $-1.386 $
-1,8 %
78.416 $+78.416 $
KLA CORPKLAC77.766 $+41.093 $
+112,1 %
36.673 $+36.673 $
AT&T INC.T75.130 $+41.400 $
+122,7 %
33.730 $+33.730 $
ADVANCED MICRO DEVICES INCAMD61.679 $-5.141 $
-7,7 %
66.820 $+66.820 $
AMGEN INCAMGN61.207 $+34.115 $
+125,9 %
27.092 $+27.092 $
REGIONS FINANCIAL CORPRF59.837 $+17.513 $
+41,4 %
42.324 $+42.324 $
CELESTICA INCCLS57.645 $+1.716 $
+3,1 %
55.929 $+55.929 $
Vertiv Holdings CoVRT56.219 $+56.219 $
FIFTH THIRD BANCORPFITB51.819 $+17.649 $
+51,7 %
34.170 $+34.170 $
Synchrony FinancialSYF48.890 $+48.890 $
UNITED THERAPEUTICS CorpUTHR48.725 $+37.825 $
+347,0 %
10.900 $+10.900 $
INTUITIVE SURGICAL INCISRG44.743 $+38.929 $
+669,6 %
5.814 $+5.814 $
LOCKHEED MARTIN CORPLMT28.053 $-15.878 $
-36,1 %
43.931 $+43.931 $
BCE INCBCE43.857 $+43.857 $
PFIZER INCPFE43.576 $+34.601 $
+385,5 %
8.975 $+8.975 $
INTEL CORPINTC42.989 $+15.075 $
+54,0 %
27.914 $+27.914 $
CATERPILLAR INCCAT42.966 $+14.814 $
+52,6 %
28.152 $+28.152 $
BOEING COBA31.049 $-8.664 $
-21,8 %
39.713 $+39.713 $
MCCORMICK & CO INCMKC39.504 $+39.504 $
NEXTERA ENERGY INCNEE38.695 $+24.653 $
+175,6 %
14.042 $+14.042 $
Duke Energy CORPDUK37.977 $+8.277 $
+27,9 %
29.700 $+29.700 $
DTE ENERGY CODTE32.890 $-3.175 $
-8,8 %
36.065 $+36.065 $
PROCTER & GAMBLE CoPG34.252 $+20.269 $
+145,0 %
13.983 $+13.983 $
SOUTHERN COSO32.788 $+32.788 $
IDACORP INCIDA30.755 $-1.358 $
-4,2 %
32.113 $+32.113 $
Hudson Bay Capital Management LP16.935 $-15.017 $
-47,0 %
31.952 $+31.952 $
VERIZON COMMUNICATIONS INCVZ30.874 $-1.034 $
-3,2 %
31.908 $+31.908 $
Unum GroupUNM31.853 $+3.074 $
+10,7 %
28.779 $+28.779 $
NOVARTIS AGNVS14.339 $-17.080 $
-54,4 %
31.419 $+31.419 $
AbbVie Inc.ABBV31.075 $+16.575 $
+114,3 %
14.500 $+14.500 $
METLIFE INCMET27.708 $+7.280 $
+35,6 %
20.428 $+20.428 $
CSX CORPCSX26.354 $+9.415 $
+55,6 %
16.939 $+16.939 $
Fox CorpFOXA25.575 $+25.196 $
+6.648,0 %
379 $+379 $
GENERAL ELECTRIC COGE24.335 $+15.009 $
+160,9 %
9.326 $+9.326 $
UNITED PARCEL SERVICE INCUPS20.632 $+13.281 $
+180,7 %
7.351 $+7.351 $
BECTON DICKINSON & COBDX19.407 $+690 $
+3,7 %
18.717 $+18.717 $
RTX CorpRTX18.891 $+1.656 $
+9,6 %
17.235 $+17.235 $
ROPER TECHNOLOGIES INCROP16.470 $-1.982 $
-10,7 %
18.452 $+18.452 $
CHEVRON CORPCVX18.442 $+12.075 $
+189,6 %
6.367 $+6.367 $
CONSOLIDATED EDISON INCED17.977 $+16.368 $
+1.017,3 %
1.609 $+1.609 $
DARDEN RESTAURANTS INCDRI5.109 $-12.739 $
-71,4 %
17.848 $+17.848 $
REALTY INCOME CORPO16.607 $-923 $
-5,3 %
17.530 $+17.530 $
EQT CorpEQT17.045 $-264 $
-1,5 %
17.309 $+17.309 $
Palo Alto Networks IncPANW16.763 $+677 $
+4,2 %
16.086 $+16.086 $
AMERICAN EXPRESS COAXP16.608 $+16.608 $
LAM RESEARCH CORPLRCX16.605 $+16.605 $
WATSCO INCWSO13.478 $-2.694 $
-16,7 %
16.172 $+16.172 $
ANALOG DEVICES INCADI16.001 $+3.716 $
+30,2 %
12.285 $+12.285 $
PEPSICO INCPEP15.788 $+3.710 $
+30,7 %
12.078 $+12.078 $
Constellation Energy CorpCEG14.838 $-300 $
-2,0 %
15.138 $+15.138 $
AppLovin CorpAPP10.108 $-4.982 $
-33,0 %
15.090 $+15.090 $
FORD MOTOR COF14.892 $+11.854 $
+390,2 %
3.038 $+3.038 $
SYNOPSYS INCSNPS11.274 $-3.529 $
-23,8 %
14.803 $+14.803 $
PRICE T ROWE GROUP INCTROW14.641 $+8.995 $
+159,3 %
5.646 $+5.646 $
HP INCHPQ11.653 $-2.589 $
-18,2 %
14.242 $+14.242 $
COMCAST CORPCMCSA13.780 $+6.019 $
+77,6 %
7.761 $+7.761 $
MGIC INVESTMENT CORPMTG13.237 $+3.506 $
+36,0 %
9.731 $+9.731 $
TORONTO DOMINION BANKTD12.812 $+12.812 $
WILLIAMS SONOMA INCWSM12.502 $+10.938 $
+699,4 %
1.564 $+1.564 $
LINDE PLCLIN12.366 $+8.566 $
+225,4 %
3.800 $+3.800 $
NICOLET BANKSHARES INCNIC11.867 $+9.629 $
+430,3 %
2.238 $+2.238 $
TARGET CORPTGT11.753 $+989 $
+9,2 %
10.764 $+10.764 $
COCA COLA COKO11.742 $+8.635 $
+277,9 %
3.107 $+3.107 $
Grayscale Bitcoin Mini Trust ETFBTC10.961 $+9.695 $
+765,8 %
1.266 $+1.266 $
UNILEVER PLCUL10.137 $-237 $
-2,3 %
10.374 $+10.374 $
Ingredion IncINGR10.255 $+10.255 $
CUMMINS INCCMI10.209 $+10.209 $
MERCADOLIBRE INCMELI10.072 $+724 $
+7,7 %
9.348 $+9.348 $
DEXCOM INCDXCM9.956 $+9.956 $
PhenixFIN CorpPFX8.836 $-689 $
-7,2 %
9.525 $+9.525 $
SEMPRASRE8.918 $+4.688 $
+110,8 %
4.230 $+4.230 $
ANTERO RESOURCES CorpAR8.891 $+232 $
+2,7 %
8.659 $+8.659 $
CVS HEALTH CorpCVS8.889 $+6.778 $
+321,1 %
2.111 $+2.111 $
Taylor Morrison Home CorpTMHC8.360 $+6.313 $
+308,4 %
2.047 $+2.047 $
GOLDMAN SACHS GROUP INCGS7.911 $+743 $
+10,4 %
7.168 $+7.168 $
FRANKLIN RESOURCES INCBEN7.836 $+249 $
+3,3 %
7.587 $+7.587 $
Accenture plcACN7.513 $+6.526 $
+661,2 %
987 $+987 $
STEEL DYNAMICS INCSTLD7.456 $+1.321 $
+21,5 %
6.135 $+6.135 $
AFLAC INCAFL7.389 $+4.596 $
+164,6 %
2.793 $+2.793 $
STRYKER CORPSYK7.381 $+7.381 $
Performance Food Group CoPFGC7.104 $+1.797 $
+33,9 %
5.307 $+5.307 $
TEJON RANCH COTRC7.065 $+7.065 $
KB HOMEKBH7.052 $+2.342 $
+49,7 %
4.710 $+4.710 $
BOISE CASCADE CoBCC6.992 $+4.749 $
+211,7 %
2.243 $+2.243 $
FIRST MAJESTIC SILVER CORPAG6.664 $+1.748 $
+35,6 %
4.916 $+4.916 $
BERKLEY W R CORPWRB6.662 $+2.601 $
+64,0 %
4.061 $+4.061 $
AECOMACM4.767 $-1.757 $
-26,9 %
6.524 $+6.524 $
NETFLIX INCNFLX5.031 $-1.402 $
-21,8 %
6.433 $+6.433 $
HEICO CORPHEI5.864 $+1.021 $
+21,1 %
4.843 $+4.843 $
DELTA AIR LINES, INC.DAL5.622 $+5.622 $
CARDINAL HEALTH INCCAH5.549 $+1.311 $
+30,9 %
4.238 $+4.238 $
Booking Holdings Inc.BKNG5.356 $+5.356 $
TransDigm Group INCTDG5.320 $+47 $
+0,9 %
5.273 $+5.273 $
Sylvamo CorpSLVM5.249 $+1.976 $
+60,4 %
3.273 $+3.273 $
TotalEnergies SETTE5.169 $+5.169 $
RAMBUS INCRMBS5.146 $+3.478 $
+208,5 %
1.668 $+1.668 $
EMERSON ELECTRIC COEMR4.778 $+55 $
+1,2 %
4.723 $+4.723 $
SCHWAB CHARLES CORPSCHW4.696 $+4.696 $
TEGNA INCTGNA4.678 $+3.783 $
+422,7 %
895 $+895 $
FIRSTENERGY CORPFE4.567 $-107 $
-2,3 %
4.674 $+4.674 $
EVERSOURCE ENERGYES4.377 $+4.377 $
ON SEMICONDUCTOR CORPON4.332 $+1.274 $
+41,7 %
3.058 $+3.058 $
LIGHTBRIDGE CorpLTBR4.242 $+4.242 $
Bank of New York Mellon CorpBK4.180 $+4.180 $
Hyatt Hotels CorpH4.169 $+4.169 $
SKYWEST INCSKYW4.117 $+4.117 $
MCKESSON CORPMCK4.102 $+2.556 $
+165,3 %
1.546 $+1.546 $
LAS VEGAS SANDS CORPLVS4.036 $+4.036 $
ASTRAZENECA PLCAZN3.862 $+3.862 $
EQUINIX INCEQIX3.831 $+3.831 $
QuantumScape CorpQS3.696 $+3.696 $
JABIL INCJBL3.421 $+163 $
+5,0 %
3.258 $+3.258 $
CURTISS WRIGHT CORPCW3.308 $+50 $
+1,5 %
3.258 $+3.258 $
INCYTE CORPINCY3.260 $+2.242 $
+220,2 %
1.018 $+1.018 $
CHIPOTLE MEXICAN GRILL INCCMG3.256 $+3.256 $
WELLTOWER INC.WELL3.156 $+3.156 $
OLD MISSION CAPITAL LLC3.104 $+3.104 $
CARNIVAL CORPCCL3.054 $+163 $
+5,6 %
2.891 $+2.891 $
CORCEPT THERAPEUTICS INCCORT3.028 $+1.615 $
+114,3 %
1.413 $+1.413 $
Veralto CorpVLTO2.994 $+2.994 $
NEOGENOMICS INCNEO2.940 $+1.010 $
+52,3 %
1.930 $+1.930 $
NUCOR CORPNUE2.936 $+498 $
+20,4 %
2.438 $+2.438 $
American Bitcoin Corp.ABTC2.890 $+2.890 $
Medtronic plcMDT2.882 $+24 $
+0,8 %
2.858 $+2.858 $
EQUIFAX INCEFX2.821 $+2.821 $
TC ENERGY CORPTRP2.696 $+2.696 $
Shell plcSHEL2.425 $+64 $
+2,7 %
2.361 $+2.361 $
ENBRIDGE INCENB2.296 $-127 $
-5,2 %
2.423 $+2.423 $
PARSONS CORPPSN2.349 $+2.349 $
FEDEX CORPFDX2.311 $+1.131 $
+95,8 %
1.180 $+1.180 $
ALLSTATE CORPALL2.290 $+2.290 $
BeneficientBENF2.109 $-174 $
-7,6 %
2.283 $+2.283 $
PACCAR INCPCAR2.081 $+1.884 $
+956,3 %
197 $+197 $
CMS ENERGY CORPCMS2.028 $+2.028 $
KROGER COKR2.000 $+2.000 $
NEUROCRINE BIOSCIENCES INCNBIX1.986 $+20 $
+1,0 %
1.966 $+1.966 $
ARES CAPITAL CORPARCC1.801 $-16 $
-0,9 %
1.817 $+1.817 $
EPLUS INCPLUS1.754 $+1.754 $
NNN REIT, INC.NNN1.586 $-117 $
-6,9 %
1.703 $+1.703 $
ARGENX SEARGX1.682 $+1.682 $
ISHARES GOLD TRUSTIAU1.624 $+168 $
+11,5 %
1.456 $+1.456 $
PENTAIR plcPNR1.458 $-93 $
-6,0 %
1.551 $+1.551 $
Monster Beverage CorpMNST1.457 $+1.457 $
NEWMARKET CORPNEU1.375 $+1.375 $
INSIGHT ENTERPRISES INCNSIT1.304 $+963 $
+282,4 %
341 $+341 $
DECKERS OUTDOOR CORPDECK1.245 $+28 $
+2,3 %
1.217 $+1.217 $
WESTERN DIGITAL CORPWDC1.206 $+1.206 $
Public StoragePSA1.038 $-118 $
-10,2 %
1.156 $+1.156 $
Envista Holdings CorpNVST1.151 $+947 $
+464,2 %
204 $+204 $
Magnolia Oil & Gas CorpMGY1.029 $-93 $
-8,3 %
1.122 $+1.122 $
3M COMMM1.121 $+655 $
+140,6 %
466 $+466 $
GigaCloud Technology IncGCT1.100 $+304 $
+38,2 %
796 $+796 $
TechnipFMC plcFTI1.070 $+1.070 $
FREEPORT-MCMORAN INCFCX1.016 $+1.016 $
Roblox CorpRBLX892 $+892 $
ALCON INCALC867 $+867 $
Owens CorningOC672 $-177 $
-20,8 %
849 $+849 $
Twist Bioscience CorpTWST825 $+93 $
+12,7 %
732 $+732 $
Churchill Downs IncCHDN797 $+117 $
+17,2 %
680 $+680 $
Option Care Health, Inc.OPCH733 $+94 $
+14,7 %
639 $+639 $
COLGATE PALMOLIVE COCL712 $+712 $
AGNICO EAGLE MINES LTDAEM679 $+4 $
+0,6 %
675 $+675 $
ATMOS ENERGY CORPATO671 $+671 $
Simpson Manufacturing Co., Inc.SSD646 $-24 $
-3,6 %
670 $+670 $
Ascendis Pharma A/SASND640 $+640 $
CRISPR Therapeutics AGCRSP577 $+317 $
+121,9 %
260 $+260 $
CAMECO CORPCCJ549 $+45 $
+8,9 %
504 $+504 $
INSMED IncINSM523 $+523 $
RYANAIR HOLDINGS PLCRYAAY506 $+506 $
DEERE & CODE466 $+466 $
Fortive CorpFTV442 $+50 $
+12,8 %
392 $+392 $
Zoetis Inc.ZTS378 $+378 $
Aon plcAON353 $+353 $
VISHAY INTERTECHNOLOGY INCVSH319 $-18 $
-5,3 %
337 $+337 $
PILGRIMS PRIDE CORPPPC312 $-14 $
-4,3 %
326 $+326 $
BOSTON SCIENTIFIC CORPBSX287 $+287 $
YORK WATER COYORW255 $+255 $
OLIN CorpOLN188 $-37 $
-16,4 %
225 $+225 $
OCTAVE SPECIALTY GROUP INCOSG195 $-14 $
-6,7 %
209 $+209 $
HALLIBURTON COHAL170 $+47 $
+38,2 %
123 $+123 $
TORO COTTC169 $+6 $
+3,7 %
163 $+163 $
Scilex Holding CoSCLX74 $-45 $
-37,8 %
119 $+119 $
Ralliant CorpRAL102 $+14 $
+15,9 %
88 $+88 $
MGP INGREDIENTS INCMGPI73 $+0 $
+0,0 %
73 $+73 $
Aqua Metals, Inc.AQMS71 $+71 $
NexMetals Mining Corp.NEXM40 $-16 $
-28,6 %
56 $+56 $
COPART INCCPRT40 $+40 $
ENERGY FUELS INCUUUU30 $+30 $
Valaris LtdVAL4 $-2 $
-33,3 %
6 $+6 $
GEODE CAPITAL MANAGEMENT, LLC0 $+0 $
181.343.409 $-10.338.365 $
+134,6 %
191.753.352 $+191.753.352 $
Erweitert ×