Investments: CALIBER WEALTH MANAGEMENT, LLC / KS

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 (%)
781.034.516 $+39.390.138 $
+10,4 %
742.393.784 $+742.393.784 $
BANK OF AMERICA CORP /DE/BAC623.897.770 $+31.961.384 $
+5,4 %
591.936.386 $+591.936.386 $
BlackRock, Inc.BLK23.403.228 $-325.991 $
-1,4 %
23.729.219 $+23.729.219 $
ALPHA PRO TECH LTDAPT13.143.584 $+2.452.817 $
+22,9 %
10.690.767 $+10.690.767 $
Walmart Inc.WMT10.275.522 $+630.425 $
+6,5 %
9.645.097 $+9.645.097 $
MICROSOFT CORPMSFT9.106.760 $-878.573 $
-8,8 %
9.985.333 $+9.985.333 $
JPMORGAN CHASE & COJPM7.533.563 $-16.944 $
-0,2 %
7.550.507 $+7.550.507 $
APPFOLIO INCAPPF6.662.741 $+740.661 $
+12,5 %
5.922.080 $+5.922.080 $
AMAZON COM INCAMZN6.308.311 $+473.677 $
+8,1 %
5.834.634 $+5.834.634 $
SPS COMMERCE INCSPSC4.828.641 $+452.094 $
+10,3 %
4.376.547 $+4.376.547 $
UNITEDHEALTH GROUP INCUNH4.413.072 $+446.836 $
+11,3 %
3.966.236 $+3.966.236 $
Eaton Corp plcETN3.318.655 $-742.666 $
-18,3 %
4.061.321 $+4.061.321 $
JOHNSON & JOHNSONJNJ3.874.752 $+153.570 $
+4,1 %
3.721.182 $+3.721.182 $
AbbVie Inc.ABBV3.401.635 $+96.261 $
+2,9 %
3.305.374 $+3.305.374 $
VERIZON COMMUNICATIONS INCVZ3.384.080 $+130.546 $
+4,0 %
3.253.534 $+3.253.534 $
ANALOG DEVICES INCADI3.227.926 $-103.714 $
-3,1 %
3.331.640 $+3.331.640 $
MORGAN STANLEYMS3.329.328 $+123.756 $
+3,9 %
3.205.572 $+3.205.572 $
DARDEN RESTAURANTS INCDRI3.291.574 $+364.703 $
+12,5 %
2.926.871 $+2.926.871 $
Medtronic plcMDT3.103.356 $-45.190 $
-1,4 %
3.148.546 $+3.148.546 $
BERKSHIRE HATHAWAY INCBRK-B3.052.593 $-13.116 $
-0,4 %
3.065.709 $+3.065.709 $
COMCAST CORPCMCSA3.064.419 $+328.829 $
+12,0 %
2.735.590 $+2.735.590 $
NEXTERA ENERGY INCNEE2.971.459 $+169.572 $
+6,1 %
2.801.887 $+2.801.887 $
CUMMINS INCCMI2.750.095 $-175.399 $
-6,0 %
2.925.494 $+2.925.494 $
ADVANCED MICRO DEVICES INCAMD2.899.298 $+800.720 $
+38,2 %
2.098.578 $+2.098.578 $
NVIDIA CORPNVDA2.416.174 $+573.462 $
+31,1 %
1.842.712 $+1.842.712 $
ALLSTATE CORPALL1.896.233 $-3.666 $
-0,2 %
1.899.899 $+1.899.899 $
Edwards Lifesciences CorpEW1.847.709 $+277.922 $
+17,7 %
1.569.787 $+1.569.787 $
STERIS plcSTE1.826.838 $+72.984 $
+4,2 %
1.753.854 $+1.753.854 $
Trane Technologies plcTT1.620.789 $-93.490 $
-5,5 %
1.714.279 $+1.714.279 $
EXXON MOBIL CORPXOM1.664.306 $+197.200 $
+13,4 %
1.467.106 $+1.467.106 $
AGNICO EAGLE MINES LTDAEM1.552.386 $-16.233 $
-1,0 %
1.568.619 $+1.568.619 $
SYNOPSYS INCSNPS1.484.785 $-10.187 $
-0,7 %
1.494.972 $+1.494.972 $
FISERV INCFISV864.008 $-557.316 $
-39,2 %
1.421.324 $+1.421.324 $
DEXCOM INCDXCM1.396.889 $+140.585 $
+11,2 %
1.256.304 $+1.256.304 $
MERCADOLIBRE INCMELI1.182.371 $-198.761 $
-14,4 %
1.381.132 $+1.381.132 $
CHIPOTLE MEXICAN GRILL INCCMG1.283.012 $+89.402 $
+7,5 %
1.193.610 $+1.193.610 $
RTX CorpRTX1.038.066 $+27.233 $
+2,7 %
1.010.833 $+1.010.833 $
ORACLE CORPORCL577.259 $-405.493 $
-41,3 %
982.752 $+982.752 $
CATERPILLAR INCCAT787.123 $+519.919 $
+194,6 %
267.204 $+267.204 $
BOSTON SCIENTIFIC CORPBSX701.013 $+20.434 $
+3,0 %
680.579 $+680.579 $
COGNEX CORPCGNX499.036 $-181.131 $
-26,6 %
680.167 $+680.167 $
CARDINAL HEALTH INCCAH657.756 $+157.311 $
+31,4 %
500.445 $+500.445 $
BARCLAYS PLCBCS646.188 $+11.529 $
+1,8 %
634.659 $+634.659 $
ELI LILLY & CoLLY634.061 $+257.139 $
+68,2 %
376.922 $+376.922 $
Walt Disney CoDIS601.714 $+114.884 $
+23,6 %
486.830 $+486.830 $
MCDONALDS CORPMCD432.525 $-63.481 $
-12,8 %
496.006 $+496.006 $
Mastercard IncMA464.130 $-27.893 $
-5,7 %
492.023 $+492.023 $
LAM RESEARCH CORPLRCX368.118 $+111.770 $
+43,6 %
256.348 $+256.348 $
NETFLIX INCNFLX365.476 $+365.476 $
COCA COLA COKO355.541 $+30.537 $
+9,4 %
325.004 $+325.004 $
GOLDMAN SACHS GROUP INCGS334.899 $+114.310 $
+51,8 %
220.589 $+220.589 $
ISHARES GOLD TRUSTIAU312.586 $+107.302 $
+52,3 %
205.284 $+205.284 $
Jazz Pharmaceuticals plcJAZZ300.730 $+13.670 $
+4,8 %
287.060 $+287.060 $
SOUTHERN COSO282.794 $+282.794 $
AFLAC INCAFL271.705 $+41.156 $
+17,9 %
230.549 $+230.549 $
CHEVRON CORPCVX265.360 $-711 $
-0,3 %
266.071 $+266.071 $
HP INCHPQ261.190 $+261.190 $
TARGET CORPTGT244.375 $+20.125 $
+9,0 %
224.250 $+224.250 $
COLGATE PALMOLIVE COCL236.349 $-2.752 $
-1,2 %
239.101 $+239.101 $
Synchrony FinancialSYF236.524 $+236.524 $
CVS HEALTH CorpCVS216.720 $+216.720 $
AKAMAI TECHNOLOGIES INCAKAM209.400 $+209.400 $
PROCTER & GAMBLE CoPG205.422 $+205.422 $
781.034.516 $+39.390.138 $
+10,4 %
742.393.784 $+742.393.784 $
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