Investments: Tripletail Wealth Management, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
73.165.821 $-6.453.830 $
-4,0 %
79.912.650 $+13.443.168 $
+11,1 %
66.469.482 $+66.469.482 $
BANK OF AMERICA CORP /DE/BAC43.100.454 $-5.793.268 $
-11,8 %
48.893.722 $+7.594.364 $
+18,4 %
41.299.358 $+41.299.358 $
NVIDIA CORPNVDA4.398.043 $-40.569 $
-0,9 %
4.438.612 $-185.746 $
-4,0 %
4.624.358 $+4.624.358 $
MICROSOFT CORPMSFT2.187.897 $-251.783 $
-10,3 %
2.439.680 $-1.308 $
-0,1 %
2.440.988 $+2.440.988 $
APPFOLIO INCAPPF2.331.743 $+43.228 $
+1,9 %
2.288.515 $+177.963 $
+8,4 %
2.110.552 $+2.110.552 $
MORGAN STANLEYMS1.043.634 $-1.171.482 $
-52,9 %
2.215.116 $+206.392 $
+10,3 %
2.008.724 $+2.008.724 $
AMAZON COM INCAMZN1.808.475 $+14.528 $
+0,8 %
1.793.947 $-41.658 $
-2,3 %
1.835.605 $+1.835.605 $
JPMORGAN CHASE & COJPM1.392.313 $+114.511 $
+9,0 %
1.277.802 $+195.662 $
+18,1 %
1.082.140 $+1.082.140 $
ALPHA PRO TECH LTDAPT1.245.242 $+407.964 $
+48,7 %
837.278 $+365.604 $
+77,5 %
471.674 $+471.674 $
BERKSHIRE HATHAWAY INCBRK-B891.198 $-166.696 $
-15,8 %
1.057.894 $-21.674 $
-2,0 %
1.079.568 $+1.079.568 $
Palo Alto Networks IncPANW732.748 $-252.386 $
-25,6 %
985.134 $+263.485 $
+36,5 %
721.649 $+721.649 $
CATERPILLAR INCCAT901.697 $+110.887 $
+14,0 %
790.810 $+151.419 $
+23,7 %
639.391 $+639.391 $
NETFLIX INCNFLX634.755 $-179.465 $
-22,0 %
814.220 $-25.205 $
-3,0 %
839.425 $+839.425 $
ELI LILLY & CoLLY818.906 $+156.222 $
+23,6 %
662.684 $+157.271 $
+31,1 %
505.413 $+505.413 $
MICRON TECHNOLOGY INCMU781.167 $+311.548 $
+66,3 %
469.619 $+163.069 $
+53,2 %
306.550 $+306.550 $
Vertiv Holdings CoVRT759.179 $-2.850 $
-0,4 %
762.029 $+102.037 $
+15,5 %
659.992 $+659.992 $
AMERICAN EXPRESS COAXP723.252 $+72.364 $
+11,1 %
650.888 $+71.690 $
+12,4 %
579.198 $+579.198 $
AbbVie Inc.ABBV593.846 $-7.627 $
-1,3 %
601.473 $+83.705 $
+16,2 %
517.768 $+517.768 $
GSK plcGSK570.924 $+67.466 $
+13,4 %
503.458 $+59.009 $
+13,3 %
444.449 $+444.449 $
Phillips 66PSX476.158 $-12.873 $
-2,6 %
489.031 $+55.175 $
+12,7 %
433.856 $+433.856 $
TE Connectivity plcTEL487.326 $+353 $
+0,1 %
486.973 $+51.063 $
+11,7 %
435.910 $+435.910 $
GOLDMAN SACHS GROUP INCGS474.660 $+54.308 $
+12,9 %
420.352 $+53.473 $
+14,6 %
366.879 $+366.879 $
Unum GroupUNM364.560 $-47.457 $
-11,5 %
412.017 $+44.429 $
+12,1 %
367.588 $+367.588 $
EXXON MOBIL CORPXOM387.374 $+14.372 $
+3,9 %
373.002 $+61.992 $
+19,9 %
311.010 $+311.010 $
RIO TINTO PLCRIO372.780 $+58.403 $
+18,6 %
314.377 $+17.195 $
+5,8 %
297.182 $+297.182 $
INTUITIVE SURGICAL INCISRG279.782 $+45.838 $
+19,6 %
233.944 $-9.485 $
-3,9 %
243.429 $+243.429 $
MCDONALDS CORPMCD244.504 $-8.191 $
-3,2 %
252.695 $-23.741 $
-8,6 %
276.436 $+276.436 $
AMGEN INCAMGN271.013 $+22.413 $
+9,0 %
248.600 $+5.398 $
+2,2 %
243.202 $+243.202 $
COCA COLA COKO265.728 $+10.183 $
+4,0 %
255.545 $+9.848 $
+4,0 %
245.697 $+245.697 $
Walmart Inc.WMT264.933 $+24.351 $
+10,1 %
240.582 $-5.294 $
-2,2 %
245.876 $+245.876 $
CITIGROUP INCC262.553 $+45.677 $
+21,1 %
216.876 $+13.695 $
+6,7 %
203.181 $+203.181 $
INNODATA INCINOD261.119 $+261.119 $
LOCKHEED MARTIN CORPLMT93.832 $-155.868 $
-62,4 %
249.700 $+34.302 $
+15,9 %
215.398 $+215.398 $
STRYKER CORPSYK203.853 $-8.212 $
-3,9 %
212.065 $-2.897 $
-1,3 %
214.962 $+214.962 $
PEPSICO INCPEP34.588 $-76.516 $
-68,9 %
111.104 $-90.970 $
-45,0 %
202.074 $+202.074 $
CONOCOPHILLIPSCOP196.487 $+38.786 $
+24,6 %
157.701 $+157.701 $
Nebius Group N.V.NBIS184.570 $+9.172 $
+5,2 %
175.398 $+175.398 $
SOUTHERN COSO156.960 $-22.710 $
-12,6 %
179.670 $+179.670 $
CHEVRON CORPCVX163.841 $-7.936 $
-4,6 %
171.777 $+171.777 $
AFLAC INCAFL155.370 $-14.918 $
-8,8 %
170.288 $+170.288 $
3M COMMM150.334 $-9.759 $
-6,1 %
160.093 $+160.093 $
BlackRock, Inc.BLK155.236 $+155.236 $
PROCTER & GAMBLE CoPG147.753 $-7.154 $
-4,6 %
154.907 $+154.907 $
Parker-Hannifin CorpPH148.544 $+18.711 $
+14,4 %
129.833 $+129.833 $
Constellation Energy CorpCEG144.841 $+15.463 $
+12,0 %
129.378 $+129.378 $
ANALOG DEVICES INCADI136.414 $+9.983 $
+7,9 %
126.431 $+126.431 $
SPS COMMERCE INCSPSC133.556 $+10.359 $
+8,4 %
123.197 $+123.197 $
LIGAND PHARMACEUTICALS INCLGND129.745 $+944 $
+0,7 %
128.801 $+128.801 $
Eaton Corp plcETN99.057 $-20.477 $
-17,1 %
119.534 $+119.534 $
CAMECO CORPCCJ91.490 $-23.859 $
-20,7 %
115.349 $+115.349 $
CHIPOTLE MEXICAN GRILL INCCMG64.269 $-47.643 $
-42,6 %
111.912 $+111.912 $
Walt Disney CoDIS77.819 $-26.956 $
-25,7 %
104.775 $+104.775 $
FORD MOTOR COF85.319 $-5.680 $
-6,2 %
90.999 $+90.999 $
ROPER TECHNOLOGIES INCROP72.111 $-13.267 $
-15,5 %
85.378 $+85.378 $
ASTRONICS CORPATRO84.388 $+19.906 $
+30,9 %
64.482 $+64.482 $
NOVARTIS AGNVS81.343 $+3.339 $
+4,3 %
78.004 $+78.004 $
ASURE SOFTWARE INCASUR68.161 $-6.749 $
-9,0 %
74.910 $+74.910 $
BP PLCBP63.973 $-315 $
-0,5 %
64.288 $+64.288 $
JOHNSON & JOHNSONJNJ53.807 $-7.245 $
-11,9 %
61.052 $+61.052 $
ACNB CORPACNB55.247 $+8.777 $
+18,9 %
46.470 $+46.470 $
Strategy IncMSTR52.956 $+52.956 $
PALATIN TECHNOLOGIES INCPTNT41.238 $-11.472 $
-21,8 %
52.710 $+52.710 $
LAM RESEARCH CORPLRCX51.354 $+6.919 $
+15,6 %
44.435 $+44.435 $
ENTEGRIS INCENTG36.986 $-12.024 $
-24,5 %
49.010 $+49.010 $
SYSCO CORPSYY40.014 $-8.838 $
-18,1 %
48.852 $+48.852 $
Edwards Lifesciences CorpEW46.461 $+1.367 $
+3,0 %
45.094 $+45.094 $
CUMMINS INCCMI27.054 $-12.443 $
-31,5 %
39.497 $+39.497 $
VERIZON COMMUNICATIONS INCVZ29.407 $-6.887 $
-19,0 %
36.294 $+36.294 $
Medtronic plcMDT32.949 $-833 $
-2,5 %
33.782 $+33.782 $
Tronox Holdings plcTROX32.610 $+17.089 $
+110,1 %
15.521 $+15.521 $
ADVANCED MICRO DEVICES INCAMD13.492 $-18.171 $
-57,4 %
31.663 $+31.663 $
TARGET CORPTGT31.573 $+1.028 $
+3,4 %
30.545 $+30.545 $
NASDAQ, INC.NDAQ29.139 $+2.586 $
+9,7 %
26.553 $+26.553 $
COPART INCCPRT23.960 $-3.170 $
-11,7 %
27.130 $+27.130 $
FISERV INCFISV26.532 $+26.532 $
NEXTERA ENERGY INCNEE24.084 $-786 $
-3,2 %
24.870 $+24.870 $
SYNOPSYS INCSNPS10.804 $-12.236 $
-53,1 %
23.040 $+23.040 $
GENERAL ELECTRIC COGE20.330 $+20.330 $
STARBUCKS CORPSBUX17.263 $-2.764 $
-13,8 %
20.027 $+20.027 $
BUILD-A-BEAR WORKSHOP INCBBW19.178 $+506 $
+2,7 %
18.672 $+18.672 $
NICOLET BANKSHARES INCNIC17.265 $-1.905 $
-9,9 %
19.170 $+19.170 $
ASTRAZENECA PLCAZN13.330 $-5.632 $
-29,7 %
18.962 $+18.962 $
ORACLE CORPORCL18.926 $+18.926 $
ENBRIDGE INCENB11.814 $-6.457 $
-35,3 %
18.271 $+18.271 $
HP INCHPQ13.992 $-2.713 $
-16,2 %
16.705 $+16.705 $
CINTAS CORPCTAS15.046 $-812 $
-5,1 %
15.858 $+15.858 $
CDW CorpCDW13.484 $-2.118 $
-13,6 %
15.602 $+15.602 $
DEXCOM INCDXCM15.132 $-104 $
-0,7 %
15.236 $+15.236 $
FRANKLIN RESOURCES INCBEN14.641 $+14.641 $
UNITED PARCEL SERVICE INCUPS4.464 $-9.546 $
-68,1 %
14.010 $+14.010 $
RTX CorpRTX13.755 $+991 $
+7,8 %
12.764 $+12.764 $
ISHARES GOLD TRUSTIAU13.322 $+13.322 $
Mastercard IncMA12.268 $+12.268 $
DELTA AIR LINES, INC.DAL9.716 $+1.586 $
+19,5 %
8.130 $+8.130 $
Accenture plcACN9.122 $+661 $
+7,8 %
8.461 $+8.461 $
AT&T INC.T8.363 $+8.363 $
RHRH7.166 $-778 $
-9,8 %
7.944 $+7.944 $
UNILEVER PLCUL7.652 $-99 $
-1,3 %
7.751 $+7.751 $
PFIZER INCPFE7.677 $+7.677 $
AES CORPAES7.170 $-23 $
-0,3 %
7.193 $+7.193 $
REGIONS FINANCIAL CORPRF5.420 $+198 $
+3,8 %
5.222 $+5.222 $
MICROCHIP TECHNOLOGY INCMCHP5.304 $+5.304 $
Solventum CorpSOLV3.090 $-2.004 $
-39,3 %
5.094 $+5.094 $
ETSY INCETSY3.659 $-1.003 $
-21,5 %
4.662 $+4.662 $
EMERSON ELECTRIC COEMR3.982 $-62 $
-1,5 %
4.044 $+4.044 $
INTEL CORPINTC3.690 $-62 $
-1,7 %
3.752 $+3.752 $
CENTRUS ENERGY CORPLEU3.641 $+3.641 $
BIOMARIN PHARMACEUTICAL INCBMRN3.566 $+217 $
+6,5 %
3.349 $+3.349 $
LINDE PLCLIN2.985 $-290 $
-8,9 %
3.275 $+3.275 $
UNITEDHEALTH GROUP INCUNH2.971 $-273 $
-8,4 %
3.244 $+3.244 $
ASML HOLDING NVASML3.210 $+83 $
+2,7 %
3.127 $+3.127 $
GENERAL DYNAMICS CORPGD3.030 $-95 $
-3,0 %
3.125 $+3.125 $
CVS HEALTH CorpCVS2.698 $+64 $
+2,4 %
2.634 $+2.634 $
EXELON CORPEXC2.637 $+2.637 $
GEODE CAPITAL MANAGEMENT, LLC2.235 $+2.235 $
KOHLS CorpKSS1.447 $+1.447 $
COLGATE PALMOLIVE COCL1.235 $+1.235 $
Canopy Growth CorpCGC1.026 $+1.026 $
COMCAST CORPCMCSA434 $+434 $
73.165.821 $-6.453.830 $
-4,0 %
79.912.650 $+13.443.168 $
+11,1 %
66.469.482 $+66.469.482 $
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