Investments: EVOLVE 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 (%)
1.517.900.109 $+1.517.900.109 $
BANK OF AMERICA CORP /DE/BAC832.297.204 $+832.297.204 $
APPFOLIO INCAPPF73.557.879 $+73.557.879 $
NVIDIA CORPNVDA46.664.445 $+46.664.445 $
ALPHA PRO TECH LTDAPT41.394.941 $+41.394.941 $
MICROSOFT CORPMSFT37.697.148 $+37.697.148 $
BlackRock, Inc.BLK37.379.640 $+37.379.640 $
AMAZON COM INCAMZN23.720.097 $+23.720.097 $
ISHARES GOLD TRUSTIAU21.131.351 $+21.131.351 $
JPMORGAN CHASE & COJPM15.964.332 $+15.964.332 $
Walmart Inc.WMT9.828.712 $+9.828.712 $
BERKSHIRE HATHAWAY INCBRK-B9.425.477 $+9.425.477 $
JOHNSON & JOHNSONJNJ8.462.088 $+8.462.088 $
EXXON MOBIL CORPXOM8.080.684 $+8.080.684 $
CITIGROUP INCC7.494.186 $+7.494.186 $
AMERICAN EXPRESS COAXP7.275.634 $+7.275.634 $
LAM RESEARCH CORPLRCX7.123.304 $+7.123.304 $
KLA CORPKLAC6.864.266 $+6.864.266 $
COCA COLA COKO6.838.564 $+6.838.564 $
UNITED THERAPEUTICS CorpUTHR6.831.245 $+6.831.245 $
Synchrony FinancialSYF6.677.277 $+6.677.277 $
JABIL INCJBL6.660.058 $+6.660.058 $
CATERPILLAR INCCAT6.539.585 $+6.539.585 $
ELI LILLY & CoLLY5.872.529 $+5.872.529 $
STIFEL FINANCIAL CORPSF5.281.820 $+5.281.820 $
SCHWAB CHARLES CORPSCHW5.210.650 $+5.210.650 $
DELTA AIR LINES, INC.DAL4.915.079 $+4.915.079 $
Allison Transmission Holdings IncALSN4.573.586 $+4.573.586 $
INTEL CORPINTC4.540.482 $+4.540.482 $
ORACLE CORPORCL4.264.719 $+4.264.719 $
CVS HEALTH CorpCVS4.217.349 $+4.217.349 $
Hewlett Packard Enterprise CoHPE4.143.281 $+4.143.281 $
PEPSICO INCPEP4.036.086 $+4.036.086 $
Fox CorpFOXA3.748.329 $+3.748.329 $
PALATIN TECHNOLOGIES INCPTNT3.661.828 $+3.661.828 $
VERIZON COMMUNICATIONS INCVZ3.565.114 $+3.565.114 $
BARCLAYS PLCBCS3.526.335 $+3.526.335 $
KROGER COKR3.399.691 $+3.399.691 $
WILLIAMS SONOMA INCWSM3.399.505 $+3.399.505 $
BOYD GAMING CORPBYD3.377.033 $+3.377.033 $
MGIC INVESTMENT CORPMTG3.322.527 $+3.322.527 $
GENERAL ELECTRIC COGE3.232.571 $+3.232.571 $
METLIFE INCMET3.181.086 $+3.181.086 $
UNITEDHEALTH GROUP INCUNH3.169.892 $+3.169.892 $
JONES LANG LASALLE INCJLL3.041.436 $+3.041.436 $
NOVARTIS AGNVS2.827.024 $+2.827.024 $
AbbVie Inc.ABBV2.715.003 $+2.715.003 $
PG&E CorpPCG2.706.338 $+2.706.338 $
CENTENE CORPCNC2.659.278 $+2.659.278 $
MICRON TECHNOLOGY INCMU2.607.030 $+2.607.030 $
Mastercard IncMA2.425.699 $+2.425.699 $
SAP SESAP2.377.197 $+2.377.197 $
NatWest Group plcNWG2.369.045 $+2.369.045 $
NETFLIX INCNFLX2.339.121 $+2.339.121 $
Genpact LTDG2.271.870 $+2.271.870 $
CHEVRON CORPCVX2.202.357 $+2.202.357 $
MORGAN STANLEYMS2.190.091 $+2.190.091 $
FEDEX CORPFDX2.186.611 $+2.186.611 $
UNITED PARCEL SERVICE INCUPS2.186.048 $+2.186.048 $
GOLDMAN SACHS GROUP INCGS2.185.227 $+2.185.227 $
ASML HOLDING NVASML2.160.107 $+2.160.107 $
TTM TECHNOLOGIES INCTTMI2.148.539 $+2.148.539 $
Envista Holdings CorpNVST2.104.936 $+2.104.936 $
GENERAL DYNAMICS CORPGD1.928.251 $+1.928.251 $
GSK plcGSK1.919.386 $+1.919.386 $
ArcelorMittalMT1.851.310 $+1.851.310 $
RTX CorpRTX1.847.957 $+1.847.957 $
Accenture plcACN1.815.854 $+1.815.854 $
ADVANCED MICRO DEVICES INCAMD1.813.099 $+1.813.099 $
Walt Disney CoDIS1.775.444 $+1.775.444 $
INCYTE CORPINCY1.752.871 $+1.752.871 $
3M COMMM1.732.068 $+1.732.068 $
Palo Alto Networks IncPANW1.700.612 $+1.700.612 $
Booking Holdings Inc.BKNG1.692.375 $+1.692.375 $
PROCTER & GAMBLE CoPG1.687.218 $+1.687.218 $
TENET HEALTHCARE CORPTHC1.608.042 $+1.608.042 $
Shell plcSHEL1.604.174 $+1.604.174 $
AMGEN INCAMGN1.561.674 $+1.561.674 $
Roblox CorpRBLX1.552.049 $+1.552.049 $
TechnipFMC plcFTI1.544.093 $+1.544.093 $
MIZUHO FINANCIAL GROUP INCMFG1.503.404 $+1.503.404 $
LOCKHEED MARTIN CORPLMT1.482.094 $+1.482.094 $
Aon plcAON1.475.002 $+1.475.002 $
Eaton Corp plcETN1.473.793 $+1.473.793 $
Medtronic plcMDT1.456.386 $+1.456.386 $
MANULIFE FINANCIAL CORPMFC1.424.208 $+1.424.208 $
MCDONALDS CORPMCD1.339.314 $+1.339.314 $
RALPH LAUREN CORPRL1.313.096 $+1.313.096 $
CSX CORPCSX1.276.798 $+1.276.798 $
Phillips 66PSX1.270.657 $+1.270.657 $
TARGET CORPTGT1.260.682 $+1.260.682 $
OPEN TEXT CORPOTEX1.253.529 $+1.253.529 $
RYANAIR HOLDINGS PLCRYAAY1.240.265 $+1.240.265 $
XCEL ENERGY INCXEL1.233.773 $+1.233.773 $
LAS VEGAS SANDS CORPLVS1.224.240 $+1.224.240 $
SPS COMMERCE INCSPSC1.198.045 $+1.198.045 $
FACTSET RESEARCH SYSTEMS INCFDS1.188.618 $+1.188.618 $
CHIPOTLE MEXICAN GRILL INCCMG1.188.551 $+1.188.551 $
WESTERN DIGITAL CORPWDC1.170.230 $+1.170.230 $
CIENA CORPCIEN1.141.052 $+1.141.052 $
Encompass Health CorpEHC1.106.332 $+1.106.332 $
TEXTRON INCTXT1.102.945 $+1.102.945 $
NEUROCRINE BIOSCIENCES INCNBIX1.089.254 $+1.089.254 $
abrdn Healthcare InvestorsHQH1.079.827 $+1.079.827 $
STARBUCKS CORPSBUX1.079.320 $+1.079.320 $
NATIONAL FUEL GAS CONFG1.073.652 $+1.073.652 $
BECTON DICKINSON & COBDX1.069.326 $+1.069.326 $
SanofiSNY1.059.239 $+1.059.239 $
HUBSPOT INCHUBS1.055.419 $+1.055.419 $
WELLTOWER INC.WELL1.042.386 $+1.042.386 $
BARRICK MINING CORPB1.033.572 $+1.033.572 $
IMPERIAL OIL LTDIMO1.028.733 $+1.028.733 $
EMERSON ELECTRIC COEMR1.022.529 $+1.022.529 $
FREEPORT-MCMORAN INCFCX1.020.687 $+1.020.687 $
COMCAST CORPCMCSA1.001.837 $+1.001.837 $
SUNCOR ENERGY INCSU978.811 $+978.811 $
Vertiv Holdings CoVRT974.490 $+974.490 $
AT&T INC.T973.829 $+973.829 $
Taylor Morrison Home CorpTMHC951.339 $+951.339 $
SUN LIFE FINANCIAL INCSLF947.368 $+947.368 $
LINDE PLCLIN923.134 $+923.134 $
DOVER CorpDOV918.018 $+918.018 $
MCKESSON CORPMCK904.026 $+904.026 $
ROPER TECHNOLOGIES INCROP903.614 $+903.614 $
CUMMINS INCCMI894.921 $+894.921 $
HF Sinclair CorpDINO892.570 $+892.570 $
CATHAY GENERAL BANCORPCATY881.577 $+881.577 $
AppLovin CorpAPP880.683 $+880.683 $
PROSPERITY BANCSHARES INCPB876.984 $+876.984 $
Sandisk CorpSNDK874.745 $+874.745 $
ANALOG DEVICES INCADI871.652 $+871.652 $
Bank OZKOZK865.798 $+865.798 $
EXACT SCIENCES CORPEXAS860.315 $+860.315 $
CNO Financial Group, Inc.CNO859.333 $+859.333 $
AFLAC INCAFL855.916 $+855.916 $
NUCOR CORPNUE853.866 $+853.866 $
NEXTERA ENERGY INCNEE852.333 $+852.333 $
GARTNER INCIT817.639 $+817.639 $
BOEING COBA797.699 $+797.699 $
MASTEC INCMTZ786.879 $+786.879 $
PFIZER INCPFE781.115 $+781.115 $
DOLLAR GENERAL CORPDG778.165 $+778.165 $
ASSURED GUARANTY LTDAGO777.930 $+777.930 $
AGNICO EAGLE MINES LTDAEM771.361 $+771.361 $
EPR PROPERTIESEPR753.193 $+753.193 $
MANHATTAN ASSOCIATES INCMANH735.528 $+735.528 $
CARMAX INCKMX714.454 $+714.454 $
STRYKER CORPSYK678.631 $+678.631 $
RAMBUS INCRMBS674.381 $+674.381 $
Monster Beverage CorpMNST662.505 $+662.505 $
BORGWARNER INCBWA660.940 $+660.940 $
COPT DEFENSE PROPERTIESCDP655.354 $+655.354 $
ALIGN TECHNOLOGY INCALGN650.365 $+650.365 $
CONOCOPHILLIPSCOP641.697 $+641.697 $
VALLEY NATIONAL BANCORPVLY641.164 $+641.164 $
STERIS plcSTE636.082 $+636.082 $
Trane Technologies plcTT617.660 $+617.660 $
ATMOS ENERGY CORPATO607.826 $+607.826 $
Veralto CorpVLTO605.754 $+605.754 $
BERKLEY W R CORPWRB605.486 $+605.486 $
NASDAQ, INC.NDAQ602.886 $+602.886 $
Addus HomeCare CorpADUS601.169 $+601.169 $
HALLIBURTON COHAL599.819 $+599.819 $
Parker-Hannifin CorpPH598.626 $+598.626 $
ASTRAZENECA PLCAZN595.198 $+595.198 $
COLGATE PALMOLIVE COCL590.121 $+590.121 $
TWILIO INCTWLO587.024 $+587.024 $
NEW YORK TIMES CONYT584.239 $+584.239 $
ALLSTATE CORPALL583.936 $+583.936 $
Edwards Lifesciences CorpEW582.769 $+582.769 $
COPART INCCPRT575.192 $+575.192 $
SiriusPoint LtdSPNT573.759 $+573.759 $
FLUOR CORPFLR571.148 $+571.148 $
TELEFLEX INCTFX567.242 $+567.242 $
AXCELIS TECHNOLOGIES INCACLS564.710 $+564.710 $
POOL CORPPOOL558.978 $+558.978 $
CONSOLIDATED EDISON INCED557.781 $+557.781 $
VISTEON CORPVC556.715 $+556.715 $
SLM CorpSLM555.983 $+555.983 $
DXP ENTERPRISES INCDXPE554.440 $+554.440 $
NORTHERN TRUST CORPNTRS531.977 $+531.977 $
HAEMONETICS CORPHAE525.383 $+525.383 $
Allegion plcALLE521.446 $+521.446 $
Sony Group CorpSONY519.843 $+519.843 $
FLOWSERVE CORPFLS517.471 $+517.471 $
PLEXUS CORPPLXS509.943 $+509.943 $
Magnolia Oil & Gas CorpMGY497.181 $+497.181 $
FIRST INDUSTRIAL REALTY TRUST INCFR495.736 $+495.736 $
ROYAL GOLD INCRGLD493.484 $+493.484 $
INTUITIVE SURGICAL INCISRG490.468 $+490.468 $
NNN REIT, INC.NNN486.736 $+486.736 $
SPIRE INCSR483.778 $+483.778 $
FASTENAL COFAST477.748 $+477.748 $
JANUS HENDERSON GROUP PLCJHG476.173 $+476.173 $
EQUINIX INCEQIX471.188 $+471.188 $
DEERE & CODE469.067 $+469.067 $
Bank of New York Mellon CorpBK468.748 $+468.748 $
TELEDYNE TECHNOLOGIES INCTDY460.168 $+460.168 $
DTE ENERGY CODTE459.150 $+459.150 $
BIOMARIN PHARMACEUTICAL INCBMRN452.975 $+452.975 $
ROBERT HALF INC.RHI450.856 $+450.856 $
PEGASYSTEMS INCPEGA426.162 $+426.162 $
CURTISS WRIGHT CORPCW424.478 $+424.478 $
AMEREN CORPAEE424.305 $+424.305 $
PAYCHEX INCPAYX421.124 $+421.124 $
EVERSOURCE ENERGYES418.927 $+418.927 $
AramarkARMK418.877 $+418.877 $
DECKERS OUTDOOR CORPDECK414.887 $+414.887 $
EAST WEST BANCORP INCEWBC414.494 $+414.494 $
LOEWS CORPL410.288 $+410.288 $
Blue Bird CorpBLBD404.059 $+404.059 $
ETSY INCETSY402.439 $+402.439 $
Otis Worldwide CorpOTIS401.277 $+401.277 $
HEALTHSTREAM INCHSTM398.251 $+398.251 $
IDACORP INCIDA390.944 $+390.944 $
TAKEDA PHARMACEUTICAL CO LTDTAK388.253 $+388.253 $
STATE STREET CORPSTT386.417 $+386.417 $
REALTY INCOME CORPO383.623 $+383.623 $
CARNIVAL CORPCCL380.895 $+380.895 $
CMS ENERGY CORPCMS380.839 $+380.839 $
ROLLINS INCROL380.287 $+380.287 $
UBS Group AGUBS377.241 $+377.241 $
NICOLET BANKSHARES INCNIC375.161 $+375.161 $
HP INCHPQ372.693 $+372.693 $
TORO COTTC372.651 $+372.651 $
Otter Tail CorpOTTR371.488 $+371.488 $
IBEX LtdIBEX371.301 $+371.301 $
REINSURANCE GROUP OF AMERICA INCRGA368.466 $+368.466 $
CORCEPT THERAPEUTICS INCCORT358.579 $+358.579 $
AIR LEASE CORPAL355.937 $+355.937 $
GREEN DOT CORPGDOT352.916 $+352.916 $
Amcor plcAMCR351.698 $+351.698 $
TORONTO DOMINION BANKTD350.895 $+350.895 $
SYSCO CORPSYY347.448 $+347.448 $
Permian Resources CorpPR345.534 $+345.534 $
KB HOMEKBH339.532 $+339.532 $
GAP INCGAP339.021 $+339.021 $
OSHKOSH CORPOSK330.909 $+330.909 $
Alcoa CorpAA330.690 $+330.690 $
FORD MOTOR COF326.778 $+326.778 $
BRUNSWICK CORPBC324.355 $+324.355 $
Stagwell IncSTGW319.459 $+319.459 $
Ingevity CorpNGVT319.394 $+319.394 $
PRICE T ROWE GROUP INCTROW319.016 $+319.016 $
TotalEnergies SETTE317.546 $+317.546 $
WILLIS TOWERS WATSON PLCWTW315.351 $+315.351 $
Penumbra IncPEN313.086 $+313.086 $
Royalty Pharma plcRPRX309.931 $+309.931 $
PPL CorpPPL303.405 $+303.405 $
Owens CorningOC300.926 $+300.926 $
BOSTON SCIENTIFIC CORPBSX297.683 $+297.683 $
BROWN & BROWN, INC.BRO296.962 $+296.962 $
TransUnionTRU296.781 $+296.781 $
Avery Dennison CorpAVY294.282 $+294.282 $
MAGNA INTERNATIONAL INCMGA292.191 $+292.191 $
ZEBRA TECHNOLOGIES CORPZBRA291.870 $+291.870 $
Unum GroupUNM291.641 $+291.641 $
Duke Energy CORPDUK289.860 $+289.860 $
PACCAR INCPCAR288.695 $+288.695 $
Viking Holdings LtdVIK288.496 $+288.496 $
ANTERO RESOURCES CorpAR288.396 $+288.396 $
Fortive CorpFTV284.608 $+284.608 $
Ingredion IncINGR283.581 $+283.581 $
DEXCOM INCDXCM283.533 $+283.533 $
ENBRIDGE INCENB281.958 $+281.958 $
Zoetis Inc.ZTS281.208 $+281.208 $
SEMPRASRE281.086 $+281.086 $
LEAR CORPLEA280.541 $+280.541 $
PILGRIMS PRIDE CORPPPC279.129 $+279.129 $
MPLX LPMPLX279.072 $+279.072 $
MGM Resorts InternationalMGM277.944 $+277.944 $
AKAMAI TECHNOLOGIES INCAKAM276.583 $+276.583 $
ALLIANT ENERGY CORPLNT273.172 $+273.172 $
V F CORPVFC273.098 $+273.098 $
INSULET CORPPODD267.186 $+267.186 $
SBA COMMUNICATIONS CORPSBAC265.193 $+265.193 $
Lloyds Banking Group plcLYG256.570 $+256.570 $
NORDSON CORPNDSN254.033 $+254.033 $
Constellation Energy CorpCEG251.903 $+251.903 $
STEEL DYNAMICS INCSTLD251.220 $+251.220 $
PENTAIR plcPNR244.625 $+244.625 $
Aptiv PLCAPTV236.868 $+236.868 $
COGNEX CORPCGNX232.899 $+232.899 $
GARMIN LTDGRMN232.872 $+232.872 $
TXNM ENERGY INCTXNM231.340 $+231.340 $
EQUIFAX INCEFX230.433 $+230.433 $
LINCOLN NATIONAL CORPLNC226.569 $+226.569 $
American Homes 4 RentAMH224.186 $+224.186 $
nVent Electric plcNVT223.721 $+223.721 $
TE Connectivity plcTEL218.182 $+218.182 $
Kraft Heinz CoKHC213.085 $+213.085 $
EQT CorpEQT212.794 $+212.794 $
AUTOZONE INCAZO206.882 $+206.882 $
ROYAL BANK OF CANADARY204.929 $+204.929 $
MICROCHIP TECHNOLOGY INCMCHP201.610 $+201.610 $
SMITH A O CORPAOS201.576 $+201.576 $
Viatris IncVTRS165.871 $+165.871 $
Haleon plcHLN160.102 $+160.102 $
Huntsman CORPHUN133.160 $+133.160 $
FS Credit Opportunities Corp.FSCO113.925 $+113.925 $
NOKIA CORPNOK99.644 $+99.644 $
IRONWOOD PHARMACEUTICALS INCIRWD49.906 $+49.906 $
1.517.900.109 $+1.517.900.109 $
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