Investments: 55 North Private Wealth, 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 (%)
144.143.160 $+144.143.160 $
BANK OF AMERICA CORP /DE/BAC84.437.177 $+84.437.177 $
MICROSOFT CORPMSFT6.687.864 $+6.687.864 $
NVIDIA CORPNVDA5.908.136 $+5.908.136 $
APPFOLIO INCAPPF5.598.063 $+5.598.063 $
BERKSHIRE HATHAWAY INCBRK-B5.011.420 $+5.011.420 $
ALPHA PRO TECH LTDAPT4.129.553 $+4.129.553 $
AMAZON COM INCAMZN3.300.837 $+3.300.837 $
JPMORGAN CHASE & COJPM1.861.915 $+1.861.915 $
Walmart Inc.WMT1.278.587 $+1.278.587 $
EXXON MOBIL CORPXOM1.262.978 $+1.262.978 $
BlackRock, Inc.BLK1.195.469 $+1.195.469 $
SPS COMMERCE INCSPSC1.127.502 $+1.127.502 $
ELI LILLY & CoLLY1.042.445 $+1.042.445 $
CATERPILLAR INCCAT782.570 $+782.570 $
NETFLIX INCNFLX778.864 $+778.864 $
Mastercard IncMA722.743 $+722.743 $
JOHNSON & JOHNSONJNJ691.627 $+691.627 $
GOLDMAN SACHS GROUP INCGS687.419 $+687.419 $
UNITEDHEALTH GROUP INCUNH622.580 $+622.580 $
AbbVie Inc.ABBV605.864 $+605.864 $
CITIGROUP INCC592.743 $+592.743 $
GENERAL ELECTRIC COGE575.407 $+575.407 $
CHEVRON CORPCVX567.736 $+567.736 $
RTX CorpRTX536.078 $+536.078 $
MORGAN STANLEYMS504.298 $+504.298 $
AMERICAN EXPRESS COAXP500.920 $+500.920 $
ORACLE CORPORCL471.877 $+471.877 $
ASML HOLDING NVASML457.910 $+457.910 $
STRYKER CORPSYK446.015 $+446.015 $
COCA COLA COKO430.508 $+430.508 $
Phillips 66PSX416.693 $+416.693 $
MICRON TECHNOLOGY INCMU416.413 $+416.413 $
SCHWAB CHARLES CORPSCHW408.532 $+408.532 $
Walt Disney CoDIS387.228 $+387.228 $
ASTRAZENECA PLCAZN387.025 $+387.025 $
PALATIN TECHNOLOGIES INCPTNT383.584 $+383.584 $
MCDONALDS CORPMCD382.252 $+382.252 $
ADVANCED MICRO DEVICES INCAMD375.208 $+375.208 $
Palo Alto Networks IncPANW368.216 $+368.216 $
LAM RESEARCH CORPLRCX347.842 $+347.842 $
Accenture plcACN346.384 $+346.384 $
MASTEC INCMTZ343.445 $+343.445 $
AGNICO EAGLE MINES LTDAEM335.522 $+335.522 $
PEPSICO INCPEP322.782 $+322.782 $
KLA CORPKLAC320.781 $+320.781 $
PROCTER & GAMBLE CoPG318.148 $+318.148 $
ROYAL BANK OF CANADARY313.020 $+313.020 $
INTEL CORPINTC302.897 $+302.897 $
Booking Holdings Inc.BKNG294.543 $+294.543 $
NOVARTIS AGNVS293.525 $+293.525 $
SOUTHERN COSO261.621 $+261.621 $
AMGEN INCAMGN245.155 $+245.155 $
Sony Group CorpSONY232.269 $+232.269 $
CSX CORPCSX226.655 $+226.655 $
EMERSON ELECTRIC COEMR225.762 $+225.762 $
METLIFE INCMET224.990 $+224.990 $
NEXTERA ENERGY INCNEE221.493 $+221.493 $
Medtronic plcMDT221.322 $+221.322 $
BHP Group LtdBHP220.084 $+220.084 $
GENERAL DYNAMICS CORPGD216.472 $+216.472 $
UBS Group AGUBS215.758 $+215.758 $
Constellation Energy CorpCEG214.082 $+214.082 $
TORONTO DOMINION BANKTD212.515 $+212.515 $
AT&T INC.T212.183 $+212.183 $
Parker-Hannifin CorpPH210.958 $+210.958 $
FREEPORT-MCMORAN INCFCX209.417 $+209.417 $
DEERE & CODE208.575 $+208.575 $
FORD MOTOR COF160.120 $+160.120 $
MIZUHO FINANCIAL GROUP INCMFG152.739 $+152.739 $
Lloyds Banking Group plcLYG141.131 $+141.131 $
GERON CORPGERN28.714 $+28.714 $
144.143.160 $+144.143.160 $
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