Investments: Financial Life Planners

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 (%)
130.353.579 $-5.344.553 $
+1,5 %
138.551.137 $+22.696.758 $
+8,0 %
114.598.419 $+19.225.257 $
+38,2 %
BANK OF AMERICA CORP /DE/BAC88.390.664 $-4.954.091 $
-5,3 %
93.344.755 $+15.638.815 $
+20,1 %
77.705.940 $+11.636.424 $
+17,6 %
NVIDIA CORPNVDA14.423.369 $-34.508 $
-0,2 %
14.457.877 $+2.036.336 $
+16,4 %
12.421.541 $+3.916.444 $
+46,0 %
APPFOLIO INCAPPF6.762.928 $+440.869 $
+7,0 %
6.322.059 $+973.130 $
+18,2 %
5.348.929 $-1.309.242 $
-19,7 %
PALATIN TECHNOLOGIES INCPTNT5.245.907 $-29.832 $
-0,6 %
5.275.739 $+1.635.336 $
+44,9 %
3.640.403 $+3.640.403 $
MICROSOFT CORPMSFT4.261.635 $-348.357 $
-7,6 %
4.609.992 $+103.251 $
+2,3 %
4.506.741 $-528.381 $
-10,5 %
BERKSHIRE HATHAWAY INCBRK-B3.746.833 $-118.257 $
-3,1 %
3.865.090 $-20.345 $
-0,5 %
3.885.435 $+178.941 $
+4,8 %
AMAZON COM INCAMZN2.012.386 $+159.047 $
+8,6 %
1.853.339 $-21.725 $
-1,2 %
1.875.064 $+252.200 $
+15,5 %
MORGAN STANLEYMS1.456.143 $-432.445 $
-22,9 %
1.888.588 $+730.256 $
+63,0 %
1.158.332 $+633.243 $
+120,6 %
NETFLIX INCNFLX794.016 $-381.957 $
-32,5 %
1.175.973 $-116.100 $
-9,0 %
1.292.073 $+992.861 $
+331,8 %
ELI LILLY & CoLLY133.851 $-803.520 $
-85,7 %
937.371 $-287.605 $
-23,5 %
GOLDMAN SACHS GROUP INCGS672.802 $+189.008 $
+39,1 %
483.794 $+148.069 $
+44,1 %
335.725 $+111.628 $
+49,8 %
ALPHA PRO TECH LTDAPT665.872 $+158.466 $
+31,2 %
507.406 $+280.841 $
+124,0 %
226.565 $-211.859 $
-48,3 %
RTX CorpRTX623.781 $+56.871 $
+10,0 %
566.910 $+75.633 $
+15,4 %
491.277 $+47.785 $
+10,8 %
ORACLE CORPORCL281.007 $-123.723 $
-30,6 %
404.730 $+90.752 $
+28,9 %
313.978 $+113.989 $
+57,0 %
JPMORGAN CHASE & COJPM294.014 $+7.579 $
+2,6 %
286.435 $+33.959 $
+13,5 %
252.476 $+57.629 $
+29,6 %
GENERAL ELECTRIC COGE270.597 $+41.498 $
+18,1 %
229.099 $+119.075 $
+108,2 %
EXXON MOBIL CORPXOM234.654 $+16.685 $
+7,7 %
217.969 $+11.400 $
+5,5 %
206.569 $-19.203 $
-8,5 %
AppLovin CorpAPP216.971 $+8.594 $
+4,1 %
208.377 $+208.377 $
BlackRock, Inc.BLK204.823 $+204.823 $
1ST SOURCE CORPSRCE173.471 $+6.984 $
+4,2 %
SPS COMMERCE INCSPSC160.011 $+160.011 $
Walmart Inc.WMT135.999 $+20.906 $
+18,2 %
ADVANCED MICRO DEVICES INCAMD132.668 $+132.668 $
Otis Worldwide CorpOTIS123.870 $-14.653 $
-10,6 %
TransDigm Group INCTDG112.986 $+2.124 $
+1,9 %
CATERPILLAR INCCAT109.960 $+109.960 $
Accenture plcACN93.765 $-63.707 $
-40,5 %
Edwards Lifesciences CorpEW93.324 $+93.324 $
INTUITIVE SURGICAL INCISRG88.105 $-37.198 $
-29,7 %
BOEING COBA79.210 $+79.210 $
COCA COLA COKO74.014 $-26.723 $
-26,5 %
Parker-Hannifin CorpPH66.019 $+66.019 $
PROCTER & GAMBLE CoPG60.620 $-43.476 $
-41,8 %
SCHWAB CHARLES CORPSCHW59.278 $+59.278 $
Eaton Corp plcETN53.864 $+53.864 $
CVS HEALTH CorpCVS49.455 $+49.455 $
ISHARES GOLD TRUSTIAU49.120 $+49.120 $
MCDONALDS CORPMCD49.118 $+49.118 $
Peakstone Realty TrustPKST44.055 $+44.055 $
AMERICAN EXPRESS COAXP43.169 $+43.169 $
CONOCOPHILLIPSCOP38.571 $+38.571 $
ANALOG DEVICES INCADI38.342 $+38.342 $
GENERAL DYNAMICS CORPGD32.673 $+32.673 $
BANNER CORPBANR32.005 $+32.005 $
UNITEDHEALTH GROUP INCUNH31.800 $-95.563 $
-75,0 %
Constellation Energy CorpCEG31.692 $+31.692 $
UNILEVER PLCUL29.503 $+29.503 $
BP PLCBP28.037 $+28.037 $
CHIPOTLE MEXICAN GRILL INCCMG25.474 $+25.474 $
DOVER CorpDOV25.022 $+25.022 $
NEXTERA ENERGY INCNEE23.799 $+23.799 $
AbbVie Inc.ABBV23.154 $+23.154 $
FREEPORT-MCMORAN INCFCX22.631 $+22.631 $
MICROCHIP TECHNOLOGY INCMCHP21.928 $+21.928 $
Mastercard IncMA19.936 $+19.936 $
METLIFE INCMET18.851 $+18.851 $
3M COMMM17.714 $+17.714 $
STURM RUGER & CO INCRGR16.175 $+16.175 $
SOUTHERN COSO14.592 $+14.592 $
LINDE PLCLIN14.248 $+14.248 $
EVERSOURCE ENERGYES13.348 $+13.348 $
ASML HOLDING NVASML12.614 $+12.614 $
Veralto CorpVLTO12.241 $+12.241 $
Vertiv Holdings CoVRT12.082 $+12.082 $
BARRICK MINING CORPB11.751 $+11.751 $
NUCOR CORPNUE10.150 $+10.150 $
INTEL CORPINTC8.678 $+8.678 $
SAP SESAP8.141 $+8.141 $
MCKESSON CORPMCK7.781 $+7.781 $
PEPSICO INCPEP7.022 $+7.022 $
WATSCO INCWSO6.289 $+6.289 $
Walt Disney CoDIS6.219 $+6.219 $
STRYKER CORPSYK5.478 $+5.478 $
CITIGROUP INCC5.461 $+5.461 $
BOSTON SCIENTIFIC CORPBSX3.515 $+3.515 $
MGM Resorts InternationalMGM3.467 $+3.467 $
AT&T INC.T3.269 $+3.269 $
CARNIVAL CORPCCL2.891 $+2.891 $
Fortive CorpFTV2.547 $+2.547 $
WILLIAMS SONOMA INCWSM2.544 $+2.544 $
Grayscale Bitcoin Mini Trust ETFBTC2.431 $+2.431 $
STARBUCKS CORPSBUX1.999 $+1.999 $
Palo Alto Networks IncPANW1.222 $+1.222 $
MICRON TECHNOLOGY INCMU1.008 $+1.008 $
GoPro, Inc.GPRO848 $+848 $
Ralliant CorpRAL745 $+745 $
MOSAIC COMOS624 $+624 $
NOVAVAX INCNVAX425 $+425 $
Snap IncSNAP417 $+417 $
ASTRAZENECA PLCAZN245 $+245 $
PFIZER INCPFE174 $+174 $
Canopy Growth CorpCGC167 $+167 $
Avery Dennison CorpAVY133 $+133 $
WELLTOWER INC.WELL76 $+76 $
MATERION CorpMTRN75 $+75 $
MFA FINANCIAL, INC.MFA26 $+26 $
130.353.579 $-5.344.553 $
+1,5 %
138.551.137 $+22.696.758 $
+8,0 %
114.598.419 $+19.225.257 $
+38,2 %
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