Investments: Oakmont Advisory Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Oakmont Advisory Group, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2026/Q12025/Q4
Investment ($)QoQ ($)QoQ (%)Investment ($)QoQ ($)QoQ (%)
55.230.082 $-553.011 $
+3,8 %
56.759.439 $+56.759.439 $
BANK OF AMERICA CORP /DE/BAC22.725.075 $-2.845.382 $
-11,1 %
25.570.457 $+25.570.457 $
VANGUARD GROUP INC7.421.635 $-395.946 $
-5,1 %
7.817.581 $+7.817.581 $
PRINCIPAL FINANCIAL GROUP INCPFG3.578.203 $+334.686 $
+10,3 %
3.243.517 $+3.243.517 $
MORGAN STANLEYMS1.502.273 $+681.481 $
+83,0 %
820.792 $+820.792 $
UBS AGAMUB828.792 $+30.966 $
+3,9 %
797.826 $+797.826 $
World Gold TrustGLDM808.864 $+211.175 $
+35,3 %
597.689 $+597.689 $
BlackRock, Inc.BLK742.410 $+71.872 $
+10,7 %
670.538 $+670.538 $
MICROSOFT CORPMSFT474.378 $-31.400 $
-6,2 %
505.778 $+505.778 $
NVIDIA CORPNVDA492.449 $+6.808 $
+1,4 %
485.641 $+485.641 $
Hims & Hers Health, Inc.HIMS459.609 $+200.367 $
+77,3 %
259.242 $+259.242 $
Broadcom Inc.AVGO447.467 $+33.405 $
+8,1 %
414.062 $+414.062 $
AppLovin CorpAPP376.520 $-69.835 $
-15,6 %
446.355 $+446.355 $
CF Industries Holdings, Inc.CF432.767 $+111.337 $
+34,6 %
321.430 $+321.430 $
Alphabet Inc.GOOGL409.929 $-6.736 $
-1,6 %
416.665 $+416.665 $
FLEX LTD.FLEX414.466 $+42.703 $
+11,5 %
371.763 $+371.763 $
Zoom Communications, Inc.ZM406.984 $+50.020 $
+14,0 %
356.964 $+356.964 $
UNITED THERAPEUTICS CorpUTHR403.254 $+79.494 $
+24,6 %
323.760 $+323.760 $
MICRON TECHNOLOGY INCMU295.246 $-97.033 $
-24,7 %
392.279 $+392.279 $
Cheniere Energy, Inc.LNG391.080 $+123.432 $
+46,1 %
267.648 $+267.648 $
Tesla, Inc.TSLA312.531 $-63.962 $
-17,0 %
376.493 $+376.493 $
MONOLITHIC POWER SYSTEMS INCMPWR374.910 $+33.816 $
+9,9 %
341.094 $+341.094 $
Fox CorpFOXA351.278 $-22.343 $
-6,0 %
373.621 $+373.621 $
EOG RESOURCES INCEOG372.910 $+66.452 $
+21,7 %
306.458 $+306.458 $
NEUROCRINE BIOSCIENCES INCNBIX372.385 $+39.057 $
+11,7 %
333.328 $+333.328 $
DECKERS OUTDOOR CORPDECK296.182 $-66.869 $
-18,4 %
363.051 $+363.051 $
VERIZON COMMUNICATIONS INCVZ351.669 $+13.138 $
+3,9 %
338.531 $+338.531 $
JOHNSON & JOHNSONJNJ351.015 $+5.342 $
+1,5 %
345.673 $+345.673 $
MERIT MEDICAL SYSTEMS INCMMSI329.154 $-21.244 $
-6,1 %
350.398 $+350.398 $
COMCAST CORPCMCSA303.355 $-42.088 $
-12,2 %
345.443 $+345.443 $
Merck & Co., Inc.MRK342.494 $-2.801 $
-0,8 %
345.295 $+345.295 $
CHARTER COMMUNICATIONS, INC. /MO/CHTR340.154 $+340.154 $
Chewy, Inc.CHWY338.526 $+33.278 $
+10,9 %
305.248 $+305.248 $
Snap-on IncSNA324.347 $-13.433 $
-4,0 %
337.780 $+337.780 $
EXELIXIS, INC.EXEL335.868 $+14.806 $
+4,6 %
321.062 $+321.062 $
GILEAD SCIENCES, INC.GILD327.589 $-7.579 $
-2,3 %
335.168 $+335.168 $
CME GROUP INC.CME326.985 $-7.427 $
-2,2 %
334.412 $+334.412 $
Palo Alto Networks IncPANW334.154 $+334.154 $
Avery Dennison CorpAVY291.605 $-40.964 $
-12,3 %
332.569 $+332.569 $
Accenture plcACN299.799 $-32.656 $
-9,8 %
332.455 $+332.455 $
Cboe Global Markets, Inc.CBOE326.669 $-4.647 $
-1,4 %
331.316 $+331.316 $
Toast, Inc.TOST330.328 $+330.328 $
ALTRIA GROUP, INC.MO330.248 $+1.174 $
+0,4 %
329.074 $+329.074 $
PROCTER & GAMBLE CoPG315.697 $-14.014 $
-4,3 %
329.711 $+329.711 $
COLGATE PALMOLIVE COCL298.513 $-28.924 $
-8,8 %
327.437 $+327.437 $
RALPH LAUREN CORPRL326.809 $+14.759 $
+4,7 %
312.050 $+312.050 $
Palantir Technologies Inc.PLTR277.648 $-43.796 $
-13,6 %
321.444 $+321.444 $
INSULET CORPPODD320.071 $-1.042 $
-0,3 %
321.113 $+321.113 $
VICI PROPERTIES INC.VICI303.404 $-17.504 $
-5,5 %
320.908 $+320.908 $
PRICE T ROWE GROUP INCTROW317.056 $-1.874 $
-0,6 %
318.930 $+318.930 $
Elanco Animal Health IncELAN318.358 $+2.128 $
+0,7 %
316.230 $+316.230 $
HALOZYME THERAPEUTICS, INC.HALO316.615 $+316.615 $
GENERAL MILLS INCGIS273.787 $-37.930 $
-12,2 %
311.717 $+311.717 $
Kraft Heinz CoKHC293.250 $-15.666 $
-5,1 %
308.916 $+308.916 $
PEPSICO INCPEP305.620 $-2.990 $
-1,0 %
308.610 $+308.610 $
ELI LILLY & CoLLY303.049 $+303.049 $
PINTEREST, INC.PINS302.038 $+302.038 $
KIMBERLY CLARK CORPKMB288.860 $-12.161 $
-4,0 %
301.021 $+301.021 $
CONAGRA BRANDS INC.CAG272.551 $-26.105 $
-8,7 %
298.656 $+298.656 $
PULTEGROUP INC/MI/PHM298.604 $+3.178 $
+1,1 %
295.426 $+295.426 $
TENET HEALTHCARE CORPTHC271.602 $-26.481 $
-8,9 %
298.083 $+298.083 $
SMITH A O CORPAOS281.915 $+281.915 $
APPFOLIO INCAPPF245.425 $+11.040 $
+4,7 %
234.385 $+234.385 $
55.230.082 $-553.011 $
+3,8 %
56.759.439 $+56.759.439 $
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