Investments: Sunrise Financial Services, 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 (%)
92.597.692 $+92.597.692 $
BANK OF AMERICA CORP /DE/BAC77.862.463 $+77.862.463 $
MORGAN STANLEYMS3.127.266 $+3.127.266 $
MICROSOFT CORPMSFT2.809.832 $+2.809.832 $
NVIDIA CORPNVDA1.872.460 $+1.872.460 $
AMAZON COM INCAMZN1.143.021 $+1.143.021 $
BlackRock, Inc.BLK1.137.979 $+1.137.979 $
APPFOLIO INCAPPF479.833 $+479.833 $
STARBUCKS CORPSBUX462.313 $+462.313 $
ALPHA PRO TECH LTDAPT409.107 $+409.107 $
WILLIAMS SONOMA INCWSM383.254 $+383.254 $
BERKSHIRE HATHAWAY INCBRK-B346.829 $+346.829 $
CATERPILLAR INCCAT145.509 $+145.509 $
LAM RESEARCH CORPLRCX145.503 $+145.503 $
JOHNSON & JOHNSONJNJ133.069 $+133.069 $
NETFLIX INCNFLX132.202 $+132.202 $
PALATIN TECHNOLOGIES INCPTNT130.113 $+130.113 $
INTUITIVE SURGICAL INCISRG129.696 $+129.696 $
Walmart Inc.WMT97.038 $+97.038 $
BOEING COBA88.802 $+88.802 $
MERCADOLIBRE INCMELI86.613 $+86.613 $
Mastercard IncMA70.789 $+70.789 $
ADVANCED MICRO DEVICES INCAMD68.103 $+68.103 $
MICRON TECHNOLOGY INCMU59.365 $+59.365 $
MCDONALDS CORPMCD56.847 $+56.847 $
JPMORGAN CHASE & COJPM47.366 $+47.366 $
AMGEN INCAMGN45.823 $+45.823 $
BECTON DICKINSON & COBDX42.501 $+42.501 $
ORACLE CORPORCL41.321 $+41.321 $
FORD MOTOR COF40.987 $+40.987 $
LOCKHEED MARTIN CORPLMT38.694 $+38.694 $
RHRH37.801 $+37.801 $
CHEVRON CORPCVX37.798 $+37.798 $
DEERE & CODE37.246 $+37.246 $
COCA COLA COKO33.767 $+33.767 $
Walt Disney CoDIS32.311 $+32.311 $
Booking Holdings Inc.BKNG32.132 $+32.132 $
SPS COMMERCE INCSPSC32.101 $+32.101 $
DELTA AIR LINES, INC.DAL27.621 $+27.621 $
Synchrony FinancialSYF24.278 $+24.278 $
ISHARES GOLD TRUSTIAU23.620 $+23.620 $
ROYAL BANK OF CANADARY20.118 $+20.118 $
SCHWAB CHARLES CORPSCHW19.183 $+19.183 $
WELLTOWER INC.WELL18.561 $+18.561 $
SHERWIN WILLIAMS COSHW18.470 $+18.470 $
PROCTER & GAMBLE CoPG18.057 $+18.057 $
FASTENAL COFAST17.898 $+17.898 $
LINDE PLCLIN17.056 $+17.056 $
PACCAR INCPCAR16.427 $+16.427 $
Monster Beverage CorpMNST16.407 $+16.407 $
GENERAL ELECTRIC COGE16.326 $+16.326 $
Invesco Ltd.IVZ15.102 $+15.102 $
REALTY INCOME CORPO14.093 $+14.093 $
UNITED PARCEL SERVICE INCUPS13.589 $+13.589 $
Antero Midstream CorpAM12.453 $+12.453 $
EXXON MOBIL CORPXOM12.395 $+12.395 $
NEXTERA ENERGY INCNEE12.363 $+12.363 $
AbbVie Inc.ABBV12.338 $+12.338 $
PEPSICO INCPEP11.912 $+11.912 $
UNILEVER PLCUL11.576 $+11.576 $
PFIZER INCPFE11.330 $+11.330 $
CITIGROUP INCC11.319 $+11.319 $
TEREX CORPTEX10.676 $+10.676 $
ARES CAPITAL CORPARCC9.751 $+9.751 $
WEYERHAEUSER COWY9.666 $+9.666 $
NICOLET BANKSHARES INCNIC9.493 $+9.493 $
COMCAST CORPCMCSA9.415 $+9.415 $
Archer-Daniels-Midland CoADM8.451 $+8.451 $
DIAGEO PLCDEO8.196 $+8.196 $
Zoetis Inc.ZTS8.178 $+8.178 $
Kraft Heinz CoKHC7.566 $+7.566 $
3M COMMM7.525 $+7.525 $
Bank of New York Mellon CorpBK6.617 $+6.617 $
ELI LILLY & CoLLY6.448 $+6.448 $
HALLIBURTON COHAL6.274 $+6.274 $
EAST WEST BANCORP INCEWBC6.069 $+6.069 $
RTX CorpRTX5.685 $+5.685 $
Medtronic plcMDT4.995 $+4.995 $
LINCOLN NATIONAL CORPLNC4.542 $+4.542 $
Eaton Corp plcETN4.459 $+4.459 $
Accenture plcACN4.293 $+4.293 $
NOKIA CORPNOK4.264 $+4.264 $
CARNIVAL CORPCCL4.123 $+4.123 $
AMERICAN EXPRESS COAXP4.069 $+4.069 $
PAYCHEX INCPAYX3.926 $+3.926 $
Bunge Global SABG3.830 $+3.830 $
BP PLCBP3.716 $+3.716 $
QUEST DIAGNOSTICS INCDGX3.691 $+3.691 $
UNITEDHEALTH GROUP INCUNH3.631 $+3.631 $
HUBBELL INCHUBB3.553 $+3.553 $
Peakstone Realty TrustPKST3.530 $+3.530 $
SYSCO CORPSYY3.463 $+3.463 $
TE Connectivity plcTEL3.413 $+3.413 $
STATE STREET CORPSTT3.354 $+3.354 $
GSK plcGSK3.335 $+3.335 $
CONOCOPHILLIPSCOP3.276 $+3.276 $
ON SEMICONDUCTOR CORPON3.249 $+3.249 $
REGIONS FINANCIAL CORPRF3.198 $+3.198 $
AT&T INC.T3.080 $+3.080 $
EXELON CORPEXC3.008 $+3.008 $
Avery Dennison CorpAVY2.910 $+2.910 $
CARDINAL HEALTH INCCAH2.877 $+2.877 $
Hamilton Lane INCHLNE2.821 $+2.821 $
FLUOR CORPFLR2.814 $+2.814 $
nVent Electric plcNVT2.753 $+2.753 $
ALLIANT ENERGY CORPLNT2.730 $+2.730 $
Trane Technologies plcTT2.724 $+2.724 $
AGNICO EAGLE MINES LTDAEM2.712 $+2.712 $
Magnolia Oil & Gas CorpMGY2.692 $+2.692 $
WESTERN DIGITAL CORPWDC2.584 $+2.584 $
CVS HEALTH CorpCVS2.540 $+2.540 $
STERIS plcSTE2.535 $+2.535 $
WINTRUST FINANCIAL CORPWTFC2.517 $+2.517 $
VERIZON COMMUNICATIONS INCVZ2.485 $+2.485 $
MCKESSON CORPMCK2.461 $+2.461 $
Shell plcSHEL2.425 $+2.425 $
IDACORP INCIDA2.405 $+2.405 $
TECK RESOURCES LTDTECK2.395 $+2.395 $
GENERAL DYNAMICS CORPGD2.357 $+2.357 $
Solventum CorpSOLV2.298 $+2.298 $
DOLLAR GENERAL CORPDG2.257 $+2.257 $
MASIMO CORPMASI2.211 $+2.211 $
Phillips 66PSX2.065 $+2.065 $
JETBLUE AIRWAYS CORPJBLU2.048 $+2.048 $
PPL CorpPPL1.996 $+1.996 $
SEMPRASRE1.942 $+1.942 $
BERKLEY W R CORPWRB1.893 $+1.893 $
Ingredion IncINGR1.874 $+1.874 $
BRUNSWICK CORPBC1.856 $+1.856 $
ASSURED GUARANTY LTDAGO1.797 $+1.797 $
AMDOCS LTDDOX1.771 $+1.771 $
GOLDMAN SACHS GROUP INCGS1.758 $+1.758 $
TARGET CORPTGT1.662 $+1.662 $
ANALOG DEVICES INCADI1.627 $+1.627 $
Smurfit Westrock plcSW1.624 $+1.624 $
Hyatt Hotels CorpH1.603 $+1.603 $
NUCOR CORPNUE1.468 $+1.468 $
Hewlett Packard Enterprise CoHPE1.465 $+1.465 $
HERSHEY COHSY1.456 $+1.456 $
NORDSON CORPNDSN1.443 $+1.443 $
MSA Safety IncMSA1.441 $+1.441 $
TIMKEN COTKR1.430 $+1.430 $
ALCON INCALC1.340 $+1.340 $
XCEL ENERGY INCXEL1.329 $+1.329 $
EMERSON ELECTRIC COEMR1.327 $+1.327 $
Otis Worldwide CorpOTIS1.310 $+1.310 $
CMS ENERGY CORPCMS1.259 $+1.259 $
CDW CorpCDW1.226 $+1.226 $
YUM BRANDS INCYUM1.210 $+1.210 $
TC ENERGY CORPTRP1.210 $+1.210 $
FISERV INCFISV1.209 $+1.209 $
Permian Resources CorpPR1.207 $+1.207 $
LKQ CORPLKQ1.117 $+1.117 $
HP INCHPQ1.069 $+1.069 $
BIO-TECHNE CorpTECH1.000 $+1.000 $
CAMDEN PROPERTY TRUSTCPT991 $+991 $
WILLIS TOWERS WATSON PLCWTW986 $+986 $
SanofiSNY921 $+921 $
DARDEN RESTAURANTS INCDRI920 $+920 $
GAP INCGAP870 $+870 $
BOSTON SCIENTIFIC CORPBSX858 $+858 $
DOMINOS PIZZA INCDPZ834 $+834 $
CSX CORPCSX834 $+834 $
Fortive CorpFTV828 $+828 $
HF Sinclair CorpDINO783 $+783 $
ASTRAZENECA PLCAZN735 $+735 $
WATSCO INCWSO674 $+674 $
Owens CorningOC671 $+671 $
FEDEX CORPFDX578 $+578 $
PG&E CorpPCG546 $+546 $
ROGERS COMMUNICATIONS INCRCI528 $+528 $
CUMMINS INCCMI510 $+510 $
Viatris IncVTRS510 $+510 $
GRAPHIC PACKAGING HOLDING COGPK452 $+452 $
COHU INCCOHU303 $+303 $
Snap IncSNAP242 $+242 $
PLUG POWER INCPLUG138 $+138 $
Organon & Co.OGN86 $+86 $
Valaris LtdVAL5 $+5 $
92.597.692 $+92.597.692 $
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