Investments: DIVERSIFIED MANAGEMENT INC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: DIVERSIFIED MANAGEMENT INC
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 (%)
487.408.159 $+150.577.558 $
+143,7 %
332.119.861 $+242.877.153 $
+2.041,8 %
ISHARES TR57.414.439 $+53.584.771 $
+1.399,2 %
55.668.962 $+55.428.919 $
+23.091,2 %
ROCKWELL AUTOMATION, INCROK43.073.321 $-3.845.467 $
-8,2 %
46.918.788 $+46.918.788 $
iSHARES TRUST20.974.012 $+1.078.410 $
+5,4 %
19.895.602 $+19.895.602 $
WillScot Holdings CorpWSC20.830.629 $+3.179.745 $
+18,0 %
17.650.884 $+17.650.884 $
Apple Inc.AAPL18.521.635 $-1.234.111 $
-6,2 %
19.755.746 $+19.755.746 $
LISTED FD TR11.969.582 $+9.308.033 $
+349,7 %
9.200.863 $+8.401.566 $
+1.051,1 %
INVESCO QQQ TRUST, SERIES 1QQQ10.985.545 $+421.805 $
+4,0 %
10.563.740 $+10.563.740 $
Alphabet Inc.GOOGL7.515.405 $+1.898.432 $
+33,8 %
5.616.973 $+5.616.973 $
INVESCO EXCHANGE TRADED FD T7.247.220 $+1.782.896 $
+32,6 %
6.388.817 $-2.812.046 $
-30,6 %
AMAZON COM INCAMZN6.404.094 $-233.828 $
-3,5 %
6.637.922 $+6.637.922 $
MICROSOFT CORPMSFT5.413.052 $-943.510 $
-14,8 %
6.356.562 $+6.356.562 $
JPMORGAN CHASE & COJPM5.855.604 $-270.726 $
-4,4 %
6.126.330 $+6.126.330 $
TCW STRATEGIC INCOME FUND INCTSI6.049.323 $+1.047.030 $
+20,9 %
5.002.293 $+5.002.293 $
AramarkARMK5.870.233 $+5.361.897 $
+1.054,8 %
508.336 $+508.336 $
EXXON MOBIL CORPXOM5.645.670 $+2.602.828 $
+85,5 %
3.042.842 $+3.042.842 $
SOURCE CAPITAL5.464.324 $+4.429.644 $
+428,1 %
5.344.493 $+1.404.716 $
+35,7 %
SCHWAB CHARLES CORPSCHW5.378.287 $+4.425.445 $
+464,4 %
952.842 $+952.842 $
JOHNSON & JOHNSONJNJ4.859.061 $+1.469.009 $
+43,3 %
3.390.052 $+3.390.052 $
BERKSHIRE HATHAWAY INCBRK-B4.820.092 $+1.871.225 $
+63,5 %
2.948.867 $+2.948.867 $
INTEL CORPINTC4.529.649 $+737.166 $
+19,4 %
3.792.483 $+3.792.483 $
GOLDMAN SACHS GROUP INCGS4.141.121 $-122.029 $
-2,9 %
4.263.150 $+4.263.150 $
Booking Holdings Inc.BKNG4.227.161 $+3.322.110 $
+367,1 %
905.051 $+905.051 $
Ferguson Enterprises Inc. /DE/FERG4.048.927 $+3.314.471 $
+451,3 %
734.456 $+734.456 $
VANGUARD SPECIALIZED FUNDS3.962.490 $+2.993.848 $
+309,1 %
3.939.777 $+193.049 $
+5,2 %
WEC ENERGY GROUP, INC.WEC3.864.058 $+1.175.723 $
+43,7 %
2.688.335 $+2.688.335 $
Eaton Corp plcETN3.838.872 $+458.844 $
+13,6 %
3.380.028 $+3.380.028 $
VANGUARD STAR FDS3.829.668 $-132.822 $
-3,4 %
3.746.728 $+3.269.770 $
+685,5 %
SPDR SER TR3.763.968 $+3.519.068 $
+1.436,9 %
799.297 $-4.545.196 $
-85,0 %
SPDR GOLD TRUSTGLD3.722.439 $+299.906 $
+8,8 %
3.422.533 $+3.422.533 $
Avery Dennison CorpAVY3.280.402 $+2.865.170 $
+690,0 %
415.232 $+415.232 $
Meta Platforms, Inc.META2.845.978 $-347.001 $
-10,9 %
3.192.979 $+3.192.979 $
MICRON TECHNOLOGY INCMU3.012.838 $+478.148 $
+18,9 %
2.534.690 $+2.534.690 $
BECTON DICKINSON & COBDX2.835.643 $+2.602.759 $
+1.117,6 %
232.884 $+232.884 $
CARRIER GLOBAL CorpCARR2.728.240 $+2.728.240 $
Accenture plcACN2.704.676 $+2.275.396 $
+530,0 %
429.280 $+429.280 $
PEPSICO INCPEP2.663.905 $+716.426 $
+36,8 %
1.947.479 $+1.947.479 $
SCHWAB STRATEGIC TR2.661.549 $+1.097.734 $
+70,2 %
2.549.491 $+2.549.491 $
WHITE MOUNTAINS INSURANCE GROUP LTDWTM2.544.080 $+2.544.080 $
UNITEDHEALTH GROUP INCUNH2.515.675 $+1.118.649 $
+80,1 %
1.397.026 $+1.397.026 $
CATERPILLAR INCCAT2.499.447 $+488.673 $
+24,3 %
2.010.774 $+2.010.774 $
QUEST DIAGNOSTICS INCDGX2.471.112 $+2.020.628 $
+448,5 %
450.484 $+450.484 $
HOME DEPOT, INC.HD2.393.624 $+213.062 $
+9,8 %
2.180.562 $+2.180.562 $
NVIDIA CORPNVDA2.380.194 $+106.591 $
+4,7 %
2.273.603 $+2.273.603 $
CDW CorpCDW2.342.463 $+2.342.463 $
Allegion plcALLE2.337.861 $+2.017.033 $
+628,7 %
320.828 $+320.828 $
CISCO SYSTEMS, INC.CSCO2.326.019 $+1.029.045 $
+79,3 %
1.296.974 $+1.296.974 $
KONINKLIJKE PHILIPS NVPHG2.293.681 $+1.848.540 $
+415,3 %
445.141 $+445.141 $
FirstCash Holdings, Inc.FCFS2.228.552 $+1.957.128 $
+721,1 %
271.424 $+271.424 $
ELI LILLY & CoLLY1.929.673 $-273.270 $
-12,4 %
2.202.943 $+2.202.943 $
BANK OF AMERICA CORP /DE/BAC2.009.378 $-190.622 $
-8,7 %
2.200.000 $+2.200.000 $
Zions Bancorporation, N.A.2.195.783 $+1.808.131 $
+466,4 %
387.652 $+387.652 $
SYSCO CORPSYY2.166.221 $+1.793.939 $
+481,9 %
372.282 $+372.282 $
PROGRESSIVE CORP/OH/PGR2.138.217 $+2.138.217 $
UNILEVER PLCUL2.135.179 $+1.714.265 $
+407,3 %
420.914 $+420.914 $
ARCH CAPITAL GROUP LTD.ACGL2.009.743 $+2.009.743 $
CARLISLE COMPANIES INCCSL2.006.391 $+2.006.391 $
MASCO CORP /DE/MAS1.941.680 $+1.941.680 $
ServiceNow, Inc.NOW1.315.030 $-599.845 $
-31,3 %
1.914.875 $+1.914.875 $
Primerica, Inc.PRI1.904.900 $+1.904.900 $
Gates Industrial Corp plcGTES1.896.911 $+1.687.149 $
+804,3 %
209.762 $+209.762 $
PNC FINANCIAL SERVICES GROUP, INC.PNC1.861.573 $+1.861.573 $
THERMO FISHER SCIENTIFIC INC.TMO1.710.524 $-136.183 $
-7,4 %
1.846.707 $+1.846.707 $
AT&T INC.T1.788.125 $+1.125.102 $
+169,7 %
663.023 $+663.023 $
MCDONALDS CORPMCD1.782.691 $+680.895 $
+61,8 %
1.101.796 $+1.101.796 $
VALVOLINE INCVVV1.773.353 $+1.773.353 $
ARROW ELECTRONICS, INC.ARW1.763.656 $+1.763.656 $
Merck & Co., Inc.MRK1.758.992 $+849.740 $
+93,5 %
909.252 $+909.252 $
OneMain Holdings, Inc.OMF1.748.267 $+1.514.139 $
+646,7 %
234.128 $+234.128 $
Broadcom Inc.AVGO1.746.505 $+926.464 $
+113,0 %
820.041 $+820.041 $
HENRY SCHEIN INCHSIC1.721.706 $+1.721.706 $
APTARGROUP, INC.ATR1.716.896 $+1.716.896 $
APPLIED MATERIALS INC /DEAMAT1.653.580 $+914.734 $
+123,8 %
738.846 $+738.846 $
Fresenius Medical Care AGFMS1.647.940 $+1.347.832 $
+449,1 %
300.108 $+300.108 $
DONALDSON Co INCDCI1.605.910 $+1.313.953 $
+450,1 %
291.957 $+291.957 $
FTI CONSULTING, INCFCN1.600.299 $+1.600.299 $
Core & Main, Inc.CNM1.592.162 $+1.391.402 $
+693,1 %
200.760 $+200.760 $
ISHARES GOLD TRUSTIAU1.581.590 $+1.581.590 $
ISHARES INC1.563.815 $+820.168 $
+110,3 %
240.043 $-2.309.448 $
-90,6 %
DOLLAR TREE, INC.DLTR1.520.656 $+1.520.656 $
CAVCO INDUSTRIES, INC.CVCO1.473.210 $+1.473.210 $
Artisan Partners Asset Management Inc.APAM1.309.312 $-156.513 $
-10,7 %
1.465.825 $+1.465.825 $
Parker-Hannifin CorpPH1.462.822 $+28.359 $
+2,0 %
1.434.463 $+1.434.463 $
CAPITAL ONE FINANCIAL CORPCOF1.458.893 $+1.458.893 $
COCA COLA COKO1.428.751 $+815.990 $
+133,2 %
612.761 $+612.761 $
WELLS FARGO & COMPANY/MNWFC1.415.147 $+601.791 $
+74,0 %
813.356 $+813.356 $
Hayward Holdings, Inc.HAYW1.399.642 $+1.399.642 $
TERADYNE, INCTER1.393.658 $+483.926 $
+53,2 %
909.732 $+909.732 $
INSIGHT ENTERPRISES INCNSIT1.388.179 $+1.388.179 $
HOULIHAN LOKEY, INC.HLI1.386.507 $+1.386.507 $
INTERNATIONAL BUSINESS MACHINES CORPIBM1.381.774 $+523.765 $
+61,0 %
858.009 $+858.009 $
AbbVie Inc.ABBV1.324.949 $-31.825 $
-2,3 %
1.356.774 $+1.356.774 $
CITIGROUP INCC1.333.702 $+1.333.702 $
Huron Consulting Group Inc.HURN1.312.510 $+1.312.510 $
Johnson Controls International plcJCI1.078.504 $-231.322 $
-17,7 %
1.309.826 $+1.309.826 $
Mueller Water Products, Inc.MWA1.300.524 $+1.300.524 $
MSA Safety IncMSA1.291.598 $+1.291.598 $
TEXAS INSTRUMENTS INCTXN1.280.936 $+551.411 $
+75,6 %
729.525 $+729.525 $
COSTCO WHOLESALE CORP /NEWCOST1.244.702 $+377.934 $
+43,6 %
866.768 $+866.768 $
CHEVRON CORPCVX1.230.789 $+1.230.789 $
UNITED PARCEL SERVICE INCUPS1.225.520 $+635.339 $
+107,7 %
590.181 $+590.181 $
LOCKHEED MARTIN CORPLMT1.202.736 $+943.005 $
+363,1 %
259.731 $+259.731 $
CUMMINS INCCMI1.184.720 $+1.184.720 $
ENTERGY CORP /DE/ETR1.128.769 $+1.128.769 $
Philip Morris International Inc.PM1.111.613 $+717.894 $
+182,3 %
393.719 $+393.719 $
Walmart Inc.WMT1.091.207 $+150.733 $
+16,0 %
940.474 $+940.474 $
Simpson Manufacturing Co., Inc.SSD1.066.962 $+861.734 $
+419,9 %
205.228 $+205.228 $
Tesla, Inc.TSLA1.041.272 $+685.993 $
+193,1 %
355.279 $+355.279 $
LOUISIANA-PACIFIC CORPLPX1.036.033 $+1.036.033 $
INVESCO EXCH TRADED FD TR II1.034.680 $-2.729.288 $
-72,5 %
984.007 $-5.404.810 $
-84,6 %
Medtronic plcMDT1.012.765 $+699.033 $
+222,8 %
313.732 $+313.732 $
VANGUARD MUN BD FDS968.642 $+15.872 $
+1,7 %
SELECT SECTOR SPDR TR952.770 $-11.016.812 $
-92,0 %
622.702 $-55.046.260 $
-98,9 %
ORACLE CORPORCL948.180 $+16.839 $
+1,8 %
931.341 $+931.341 $
PFIZER INCPFE937.002 $+127.279 $
+15,7 %
809.723 $+809.723 $
Fortune Brands Innovations, Inc.FBIN914.860 $+914.860 $
BJ's Wholesale Club Holdings, Inc.BJ906.645 $+906.645 $
VERIZON COMMUNICATIONS INCVZ905.809 $+905.809 $
GENERAL DYNAMICS CORPGD903.012 $+903.012 $
STMicroelectronics N.V.STM863.750 $+215.250 $
+33,2 %
648.500 $+648.500 $
Palantir Technologies Inc.PLTR838.331 $+838.331 $
Duke Energy CORPDUK829.042 $+829.042 $
DEERE & CODE801.576 $+436.104 $
+119,3 %
365.472 $+365.472 $
CME GROUP INC.CME798.922 $+798.922 $
NORTHROP GRUMMAN CORP /DE/NOC787.987 $+130.535 $
+19,9 %
657.452 $+657.452 $
PEMBINA PIPELINE CORPPBA781.733 $+781.733 $
AUTOZONE INCAZO773.512 $+773.512 $
Grayscale Bitcoin Trust ETFGBTC590.543 $-174.610 $
-22,8 %
765.153 $+765.153 $
ONEOK INC /NEW/OKE753.220 $+753.220 $
APPLIED INDUSTRIAL TECHNOLOGIES INCAIT752.182 $+752.182 $
Diamondback Energy, Inc.FANG749.031 $+749.031 $
VANGUARD TAX-MANAGED INTL FD743.647 $-240.360 $
-24,4 %
476.958 $+212.381 $
+80,3 %
PRUDENTIAL FINANCIAL INCPRU740.856 $+504.063 $
+212,9 %
236.793 $+236.793 $
Mastercard IncMA731.502 $+118.948 $
+19,4 %
612.554 $+612.554 $
VISA INC.V719.331 $+238.858 $
+49,7 %
480.473 $+480.473 $
SOUTHERN COSO702.376 $+702.376 $
RB GLOBAL INC.RBA684.177 $+272.697 $
+66,3 %
411.480 $+411.480 $
CTS CORPCTS682.634 $+682.634 $
Fidelity Wise Origin Bitcoin FundFBTC678.255 $+678.255 $
ASML HOLDING NVASML664.377 $+664.377 $
RBB FUND, INC.630.888 $+630.888 $
RIO TINTO PLCRIO629.054 $+629.054 $
MARCUS CORPMCS625.417 $+60.465 $
+10,7 %
564.952 $+564.952 $
CRH PUBLIC LTD COCRH623.467 $+623.467 $
PROCTER & GAMBLE CoPG618.490 $+18.681 $
+3,1 %
599.809 $+599.809 $
EVERSOURCE ENERGYES617.146 $+617.146 $
RTX CorpRTX602.454 $+44.536 $
+8,0 %
557.918 $+557.918 $
3M COMMM545.774 $-34.909 $
-6,0 %
580.683 $+580.683 $
BlackRock Fund Advisors579.211 $+62.222 $
+12,0 %
516.989 $+516.989 $
ALTRIA GROUP, INC.MO562.301 $+123.912 $
+28,3 %
438.389 $+438.389 $
ANALOG DEVICES INCADI549.110 $+118.987 $
+27,7 %
430.123 $+430.123 $
Cigna GroupCI528.432 $-12.120 $
-2,2 %
540.552 $+540.552 $
Sony Group CorpSONY446.892 $-78.292 $
-14,9 %
525.184 $+525.184 $
QUALCOMM INC/DEQCOM430.121 $-89.866 $
-17,3 %
519.987 $+519.987 $
Main Street Capital CORPMAIN515.777 $+515.777 $
NOVO NORDISK A SNVO390.873 $-117.927 $
-23,2 %
508.800 $+508.800 $
ABBOTT LABORATORIESABT490.660 $-7.493 $
-1,5 %
498.153 $+498.153 $
CROWN CASTLE INC.CCI488.429 $+488.429 $
ROBERT HALF INC.RHI468.732 $+468.732 $
UNION PACIFIC CORPUNP465.830 $+465.830 $
GILEAD SCIENCES, INC.GILD457.552 $+150.702 $
+49,1 %
306.850 $+306.850 $
W.W. GRAINGER, INC.GWW450.556 $+33.771 $
+8,1 %
416.785 $+416.785 $
NORFOLK SOUTHERN CORPNSC422.177 $-1.087 $
-0,3 %
423.264 $+423.264 $
BlackRock, Inc.BLK411.612 $+81.947 $
+24,9 %
329.665 $+329.665 $
BlackRock Finance, Inc.404.856 $+107.617 $
+36,2 %
297.239 $+297.239 $
HONEYWELL INTERNATIONAL INCHON401.655 $+401.655 $
FISERV INCFISV331.117 $-50.409 $
-13,2 %
381.526 $+381.526 $
Voya Financial, Inc.VOYA374.325 $+374.325 $
STARBUCKS CORPSBUX363.198 $+363.198 $
PTC INC.PTC294.242 $-65.502 $
-18,2 %
359.744 $+359.744 $
Palo Alto Networks IncPANW353.025 $+353.025 $
O REILLY AUTOMOTIVE INCORLY352.070 $+19.610 $
+5,9 %
332.460 $+332.460 $
nVent Electric plcNVT344.904 $+47.559 $
+16,0 %
297.345 $+297.345 $
KKR & Co. Inc.KKR339.845 $+339.845 $
AMGEN INCAMGN322.646 $+32.649 $
+11,3 %
289.997 $+289.997 $
Texas Pacific Land CorpTPL320.328 $+320.328 $
XOMA Royalty CorpXOMA313.700 $+47.800 $
+18,0 %
265.900 $+265.900 $
NEXTERA ENERGY INCNEE308.547 $+64.897 $
+26,6 %
243.650 $+243.650 $
Lantheus Holdings, Inc.LNTH305.676 $+305.676 $
PLEXUS CORPPLXS301.987 $+301.987 $
WASTE MANAGEMENT INCWM297.843 $+49.218 $
+19,8 %
248.625 $+248.625 $
TJX COMPANIES INC /DE/TJX292.890 $+292.890 $
FEDEX CORPFDX292.424 $+56.714 $
+24,1 %
235.710 $+235.710 $
ROSS STORES, INC.ROST285.952 $+285.952 $
Vulcan Materials COVMC273.389 $-11.831 $
-4,1 %
285.220 $+285.220 $
GENERAL MILLS INCGIS284.435 $+284.435 $
BRISTOL MYERS SQUIBB COBMY279.115 $+279.115 $
CrowdStrike Holdings, Inc.CRWD277.972 $+277.972 $
Bank First CorpBFC274.037 $+26.864 $
+10,9 %
247.173 $+247.173 $
SMITH & NEPHEW PLCSNN263.297 $-8.534 $
-3,1 %
271.831 $+271.831 $
PPL CorpPPL271.640 $+271.640 $
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM269.346 $+269.346 $
LABCORP HOLDINGS INC.LH268.411 $+17.531 $
+7,0 %
250.880 $+250.880 $
HORTON D R INC /DE/DHI266.756 $+266.756 $
Trane Technologies plcTT265.463 $+20.267 $
+8,3 %
245.196 $+245.196 $
VANGUARD WORLD FDS244.900 $-57.169.539 $
-99,6 %
264.577 $-358.125 $
-57,5 %
NOVARTIS AGNVS261.661 $+261.661 $
MODINE MANUFACTURING COMOD261.136 $+261.136 $
Genpact LTDG201.932 $-51.428 $
-20,3 %
253.360 $+253.360 $
LOWES COMPANIES INCLOW238.643 $-2.517 $
-1,0 %
241.160 $+241.160 $
MORGAN STANLEYMS238.133 $-2.598 $
-1,1 %
240.731 $+240.731 $
StoneX Group Inc.SNEX235.659 $+235.659 $
GENERAC HOLDINGS INC.GNRC229.317 $+229.317 $
Blackstone Inc.BX228.945 $+228.945 $
FIRST CITIZENS BANCSHARES INC /DE/FCNCA224.275 $+224.275 $
AFFILIATED MANAGERS GROUP, INC.AMG221.360 $+221.360 $
REPUBLIC SERVICES, INC.RSG219.239 $+7.309 $
+3,4 %
211.930 $+211.930 $
Live Nation Entertainment, Inc.LYV215.344 $+215.344 $
KOHLS CorpKSS133.863 $-77.932 $
-36,8 %
211.795 $+211.795 $
UNITED RENTALS, INC.URI208.952 $+208.952 $
Alibaba Group Holding LtdBABA206.678 $+206.678 $
Strategy IncMSTR205.920 $+205.920 $
BOEING COBA205.396 $+205.396 $
Silicon Motion Technology CORPSIMO204.143 $+204.143 $
DIGITAL REALTY TRUST, INC.DLR202.015 $+202.015 $
AdaptHealth Corp.AHCO129.948 $+129.948 $
Hillman Solutions Corp.HLMN103.168 $+103.168 $
Lloyds Banking Group plcLYG53.056 $+53.056 $
487.408.159 $+150.577.558 $
+143,7 %
332.119.861 $+242.877.153 $
+2.041,8 %
Erweitert ×