Investments: Peak Retirement Planning, Inc.

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 (%)
287.653.703 $+91.752.613 $
+18,2 %
234.567.911 $+84.452.992 $
+34,4 %
156.234.803 $+48.166.110 $
+29,9 %
BANK OF AMERICA CORP /DE/BAC200.167.948 $+63.348.420 $
+46,3 %
136.819.528 $+30.531.954 $
+28,7 %
106.287.574 $+33.218.133 $
+45,5 %
1834 INVESTMENT ADVISORS CO15.414.188 $+15.414.188 $
MERCER GLOBAL ADVISORS INC /ADV12.710.917 $+12.710.917 $
NVIDIA CORPNVDA6.283.090 $+3.604.844 $
+134,6 %
2.678.246 $+597.083 $
+28,7 %
2.081.163 $+919.221 $
+79,1 %
MICROSOFT CORPMSFT4.905.378 $+977.575 $
+24,9 %
3.927.803 $+830.028 $
+26,8 %
3.097.775 $+1.014.313 $
+48,7 %
ALPHA PRO TECH LTDAPT4.260.380 $+933.023 $
+28,0 %
3.327.357 $+1.393.726 $
+72,1 %
1.933.631 $+569.088 $
+41,7 %
APPFOLIO INCAPPF3.771.573 $+429.334 $
+12,8 %
3.342.239 $+775.759 $
+30,2 %
2.566.480 $+131.337 $
+5,4 %
AppLovin CorpAPP2.830.400 $-360.433 $
-11,3 %
3.190.833 $+1.828.675 $
+134,2 %
1.362.158 $+432.643 $
+46,5 %
MICRON TECHNOLOGY INCMU3.105.398 $+3.105.398 $
BERKSHIRE HATHAWAY INCBRK-B2.802.771 $-142.526 $
-4,8 %
2.945.297 $+361.075 $
+14,0 %
2.584.222 $+310.105 $
+13,6 %
DECKERS OUTDOOR CORPDECK2.896.224 $+1.036.801 $
+55,8 %
1.859.423 $+453.569 $
+32,3 %
1.405.854 $+1.405.854 $
TENET HEALTHCARE CORPTHC2.853.511 $+453.420 $
+18,9 %
2.400.091 $+829.744 $
+52,8 %
1.570.347 $+383.384 $
+32,3 %
Palo Alto Networks IncPANW2.852.486 $+487.856 $
+20,6 %
2.364.630 $+701.222 $
+42,2 %
1.663.408 $+582.745 $
+53,9 %
NEUROCRINE BIOSCIENCES INCNBIX2.782.220 $+717.065 $
+34,7 %
2.065.155 $+570.329 $
+38,2 %
1.494.826 $+444.237 $
+42,3 %
RALPH LAUREN CORPRL2.778.132 $+628.611 $
+29,2 %
2.149.521 $+2.149.521 $
INSULET CORPPODD2.769.057 $+799.212 $
+40,6 %
1.969.845 $+529.199 $
+36,7 %
1.440.646 $+360.794 $
+33,4 %
Elanco Animal Health IncELAN2.755.659 $+2.755.659 $
UNITED THERAPEUTICS CorpUTHR2.719.156 $+2.719.156 $
PROCTER & GAMBLE CoPG2.610.783 $+744.239 $
+39,9 %
1.866.544 $+594.590 $
+46,7 %
1.271.954 $+170.700 $
+15,5 %
JPMORGAN CHASE & COJPM2.599.529 $+236.793 $
+10,0 %
2.362.736 $+796.760 $
+50,9 %
1.565.976 $+610.287 $
+63,9 %
CENTENE CORPCNC2.576.141 $+1.184.455 $
+85,1 %
1.391.686 $+1.391.686 $
JOHNSON & JOHNSONJNJ2.367.875 $+270.468 $
+12,9 %
2.097.407 $+715.822 $
+51,8 %
1.381.585 $+269.959 $
+24,3 %
JABIL INCJBL2.277.079 $+390.341 $
+20,7 %
1.886.738 $+868.526 $
+85,3 %
WILLIAMS SONOMA INCWSM2.270.922 $+750.855 $
+49,4 %
1.520.067 $+540.796 $
+55,2 %
PEPSICO INCPEP2.137.677 $+315.229 $
+17,3 %
1.822.448 $+486.926 $
+36,5 %
1.335.522 $+324.926 $
+32,2 %
COLGATE PALMOLIVE COCL2.129.977 $+338.999 $
+18,9 %
1.790.978 $+365.594 $
+25,6 %
1.425.384 $+397.870 $
+38,7 %
VERIZON COMMUNICATIONS INCVZ2.122.878 $+268.912 $
+14,5 %
1.853.966 $+473.346 $
+34,3 %
1.380.620 $+255.964 $
+22,8 %
Fox CorpFOXA2.071.105 $+197.726 $
+10,6 %
1.873.379 $+564.977 $
+43,2 %
1.308.402 $+305.507 $
+30,5 %
COMCAST CORPCMCSA2.027.565 $+456.264 $
+29,0 %
1.571.301 $+1.571.301 $
PRICE T ROWE GROUP INCTROW2.018.186 $+384.651 $
+23,5 %
1.633.535 $+313.930 $
+23,8 %
1.319.605 $+433.886 $
+49,0 %
Kraft Heinz CoKHC2.011.980 $+357.395 $
+21,6 %
1.654.585 $+1.654.585 $
Accenture plcACN1.964.409 $+1.964.409 $
Avery Dennison CorpAVY1.955.955 $+1.955.955 $
QUEST DIAGNOSTICS INCDGX1.862.948 $+545.234 $
+41,4 %
1.317.714 $+327.725 $
+33,1 %
HERSHEY COHSY1.734.180 $+431.974 $
+33,2 %
1.302.206 $+307.153 $
+30,9 %
AMAZON COM INCAMZN1.586.382 $+167.737 $
+11,8 %
1.418.645 $+455.833 $
+47,3 %
962.812 $+408.775 $
+73,8 %
Option Care Health, Inc.OPCH1.478.867 $+283.193 $
+23,7 %
GAP INCGAP1.434.272 $+415.973 $
+40,8 %
CONOCOPHILLIPSCOP1.356.261 $+257.227 $
+23,4 %
UNITED PARCEL SERVICE INCUPS1.341.272 $+1.341.272 $
LOCKHEED MARTIN CORPLMT1.254.905 $+265.889 $
+26,9 %
GENERAL ELECTRIC COGE1.174.308 $+55.696 $
+5,0 %
1.118.612 $+1.118.612 $
EXXON MOBIL CORPXOM815.237 $+58.102 $
+7,7 %
757.135 $+90.356 $
+13,6 %
666.779 $-62.381 $
-8,6 %
ELI LILLY & CoLLY690.766 $+265.538 $
+62,4 %
425.228 $-1.864 $
-0,4 %
427.092 $+92.598 $
+27,7 %
MGIC INVESTMENT CORPMTG632.607 $+37.028 $
+6,2 %
595.579 $-11.308 $
-1,9 %
AbbVie Inc.ABBV526.064 $+57.408 $
+12,2 %
468.656 $+138.966 $
+42,2 %
329.690 $+3.465 $
+1,1 %
NATIONAL FUEL GAS CONFG405.436 $-59.397 $
-12,8 %
464.833 $+464.833 $
ORACLE CORPORCL319.410 $-93.776 $
-22,7 %
413.186 $+94.885 $
+29,8 %
318.301 $+318.301 $
SOUTHERN COSO321.029 $-38.294 $
-10,7 %
359.323 $+84.013 $
+30,5 %
275.310 $+3.322 $
+1,2 %
AMERICAN EXPRESS COAXP326.987 $+72.482 $
+28,5 %
254.505 $+23.547 $
+10,2 %
230.958 $+230.958 $
SPS COMMERCE INCSPSC276.189 $-34.453 $
-11,1 %
310.642 $+310.642 $
NEXTERA ENERGY INCNEE307.807 $+54.303 $
+21,4 %
253.504 $-1.399 $
-0,5 %
254.903 $+19.991 $
+8,5 %
UNITEDHEALTH GROUP INCUNH299.126 $+28.737 $
+10,6 %
270.389 $+18.784 $
+7,5 %
251.605 $-193.059 $
-43,4 %
CATERPILLAR INCCAT288.215 $+47.470 $
+19,7 %
240.745 $+240.745 $
FISERV INCFISV207.421 $-69.297 $
-25,0 %
276.718 $-68.881 $
-19,9 %
Walmart Inc.WMT252.777 $-13.766 $
-5,2 %
266.543 $+266.543 $
MCDONALDS CORPMCD219.673 $-44.549 $
-16,9 %
264.222 $+264.222 $
PACCAR INCPCAR259.612 $+26.445 $
+11,3 %
233.167 $+7.959 $
+3,5 %
225.208 $+225.208 $
ADVANCED MICRO DEVICES INCAMD220.787 $+220.787 $
PALATIN TECHNOLOGIES INCPTNT214.873 $-4.456 $
-2,0 %
219.329 $+219.329 $
Medtronic plcMDT209.987 $+209.987 $
GENERAL DYNAMICS CORPGD208.604 $+208.604 $
FEDEX CORPFDX207.876 $+207.876 $
BlackRock, Inc.BLK205.981 $+205.981 $
287.653.703 $+91.752.613 $
+18,2 %
234.567.911 $+84.452.992 $
+34,4 %
156.234.803 $+48.166.110 $
+29,9 %
Erweitert ×