Investments: Clear Trail Advisors, 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 ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q4
Investment ($)QoQ ($)QoQ (%)
410.234.051 $+410.234.051 $
BANK OF AMERICA CORP /DE/BAC172.110.702 $+172.110.702 $
DARDEN RESTAURANTS INCDRI29.331.284 $+29.331.284 $
EXXON MOBIL CORPXOM28.728.287 $+28.728.287 $
APPFOLIO INCAPPF21.945.871 $+21.945.871 $
MICROSOFT CORPMSFT19.288.580 $+19.288.580 $
JPMORGAN CHASE & COJPM17.616.193 $+17.616.193 $
Walmart Inc.WMT13.373.099 $+13.373.099 $
Eaton Corp plcETN10.964.707 $+10.964.707 $
CHEVRON CORPCVX10.167.465 $+10.167.465 $
JOHNSON & JOHNSONJNJ6.424.256 $+6.424.256 $
GOLDMAN SACHS GROUP INCGS5.023.661 $+5.023.661 $
AMERICAN EXPRESS COAXP5.000.731 $+5.000.731 $
VERIZON COMMUNICATIONS INCVZ4.945.315 $+4.945.315 $
CATERPILLAR INCCAT4.837.314 $+4.837.314 $
ANALOG DEVICES INCADI4.647.669 $+4.647.669 $
RTX CorpRTX4.593.070 $+4.593.070 $
Medtronic plcMDT4.285.429 $+4.285.429 $
MCDONALDS CORPMCD3.973.548 $+3.973.548 $
REALTY INCOME CORPO3.516.973 $+3.516.973 $
COCA COLA COKO2.946.986 $+2.946.986 $
NEXTERA ENERGY INCNEE2.918.435 $+2.918.435 $
COMCAST CORPCMCSA2.729.559 $+2.729.559 $
AMGEN INCAMGN2.637.791 $+2.637.791 $
ALPHA PRO TECH LTDAPT2.559.131 $+2.559.131 $
UNITEDHEALTH GROUP INCUNH2.278.542 $+2.278.542 $
Duke Energy CORPDUK1.966.198 $+1.966.198 $
ENBRIDGE INCENB1.749.334 $+1.749.334 $
PROCTER & GAMBLE CoPG1.744.369 $+1.744.369 $
AGNICO EAGLE MINES LTDAEM1.740.056 $+1.740.056 $
MPLX LPMPLX1.602.701 $+1.602.701 $
AMAZON COM INCAMZN1.428.314 $+1.428.314 $
AbbVie Inc.ABBV1.338.037 $+1.338.037 $
ROYAL BANK OF CANADARY1.286.347 $+1.286.347 $
Trane Technologies plcTT1.245.440 $+1.245.440 $
ADVANCED MICRO DEVICES INCAMD934.594 $+934.594 $
MORGAN STANLEYMS686.941 $+686.941 $
ORACLE CORPORCL648.466 $+648.466 $
EMERSON ELECTRIC COEMR619.802 $+619.802 $
NUCOR CORPNUE571.701 $+571.701 $
MICROCHIP TECHNOLOGY INCMCHP560.889 $+560.889 $
ALLSTATE CORPALL535.226 $+535.226 $
Edwards Lifesciences CorpEW512.097 $+512.097 $
STERIS plcSTE496.899 $+496.899 $
HALLIBURTON COHAL448.753 $+448.753 $
CUMMINS INCCMI445.112 $+445.112 $
NVIDIA CORPNVDA444.989 $+444.989 $
AT&T INC.T425.559 $+425.559 $
CONOCOPHILLIPSCOP403.740 $+403.740 $
WELLTOWER INC.WELL304.215 $+304.215 $
Shell plcSHEL300.313 $+300.313 $
BERKSHIRE HATHAWAY INCBRK-B262.886 $+262.886 $
DEXCOM INCDXCM249.286 $+249.286 $
LOCKHEED MARTIN CORPLMT226.358 $+226.358 $
PEPSICO INCPEP210.831 $+210.831 $
410.234.051 $+410.234.051 $
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