Investments: Iron Gate Global Advisors LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Iron Gate Global Advisors LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
931.746.584 $-29.531.468 $
+110,5 %
91960.769.454 $+5.532.802 $
+91,6 %
85954.961.942 $+70.092.210 $
+110,8 %
88
Alphabet Inc.GOOGL→ 0Stark98.380.582 $-12.187.526 $
-11,0 %
1110.568.108 $+19.170.531 $
+21,0 %
191.397.577 $+23.471.294 $
+34,6 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral95.860.513 $-654.231 $
-0,7 %
196.514.744 $+30.804 $
+0,0 %
196.483.940 $+10.742.385 $
+12,5 %
1
AMAZON COM INCAMZN→ 0Neutral83.543.330 $-5.311.296 $
-6,0 %
188.854.626 $+3.369.017 $
+3,9 %
185.485.609 $+315.559 $
+0,4 %
1
Meta Platforms, Inc.META→ 0Neutral69.876.712 $-5.872.608 $
-7,8 %
175.749.320 $-8.519.296 $
-10,1 %
184.268.616 $-2.262.421 $
-2,6 %
1
NVIDIA CORPNVDA→ 0Neutral71.980.210 $-2.689.198 $
-3,6 %
174.669.408 $-2.231.549 $
-2,9 %
176.900.957 $-3.944.501 $
-4,9 %
1
Apple Inc.AAPL→ 0Neutral70.964.640 $-4.577.011 $
-6,1 %
175.541.651 $-1.244.189 $
-1,6 %
176.785.840 $+13.039.207 $
+20,5 %
1
AMERICAN EXPRESS COAXP→ 0Neutral48.953.113 $-11.723.424 $
-19,3 %
160.676.537 $-896.451 $
-1,5 %
161.572.988 $+1.303.679 $
+2,2 %
1
MICROSOFT CORPMSFT→ 0Neutral45.518.489 $-10.215.241 $
-18,3 %
155.733.730 $-4.254.722 $
-7,1 %
159.988.452 $+2.497.936 $
+4,3 %
1
SVB WEALTH LLC→ 059.635.057 $+8.300.454 $
+16,2 %
151.334.603 $+8.547.538 $
+20,0 %
142.787.065 $+1.334.581 $
+3,2 %
1
Uber Technologies, IncUBER→ 0Neutral34.531.291 $-2.563.328 $
-6,9 %
137.094.619 $-6.177.626 $
-14,3 %
143.272.245 $+2.114.070 $
+5,1 %
1
Air Products & Chemicals, Inc.APD→ 0Neutral31.159.291 $+5.208.465 $
+20,1 %
125.950.826 $+9.308.067 $
+55,9 %
116.642.759 $-713.601 $
-4,1 %
1
RTX CorpRTX→ 0Neutral28.742.111 $+555.729 $
+2,0 %
128.186.382 $+1.303.538 $
+4,8 %
126.882.844 $+3.172.117 $
+13,4 %
1
NETFLIX INCNFLX→ 0Stark24.493.693 $+5.161.125 $
+26,7 %
119.332.568 $-6.045.158 $
-23,8 %
125.377.726 $-3.215.378 $
-11,2 %
1
VISA INC.V→ 0Neutral21.740.279 $-2.753.074 $
-11,2 %
124.493.353 $+447.707 $
+1,9 %
124.045.646 $+892.463 $
+3,9 %
1
HERSHEY COHSY→ 0Stark22.542.270 $+798.963 $
+3,7 %
121.743.307 $-1.083.398 $
-4,7 %
122.826.705 $+2.253.711 $
+11,0 %
1
VANGUARD WHITEHALL FDS→ 018.070.053 $+17.856.861 $
+8.376,0 %
116.208.184 $+15.993.481 $
+7.449,1 %
114.380.058 $+14.179.448 $
+7.068,2 %
1
Palo Alto Networks IncPANW→ 0Neutral15.928.433 $+691.752 $
+4,5 %
115.236.681 $-1.872.364 $
-10,9 %
117.109.045 $+302.371 $
+1,8 %
1
JOHNSON & JOHNSONJNJ→ 0Stark16.712.758 $+2.617.473 $
+18,6 %
114.095.285 $+1.486.755 $
+11,8 %
112.608.530 $+2.124.593 $
+20,3 %
1
Palantir Technologies Inc.PLTR→ 0Neutral14.619.955 $-938.890 $
-6,0 %
115.558.845 $-898.613 $
-5,5 %
116.457.458 $+4.167.393 $
+33,9 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 04.435.546 $-323.837 $
-6,8 %
14.759.383 $-5.633.871 $
-54,2 %
110.393.254 $+6.281.523 $
+152,8 %
1
Walmart Inc.WMT→ 0Stark4.477.567 $+636.847 $
+16,6 %
13.840.720 $+132.602 $
+3,6 %
13.708.118 $-117.978 $
-3,1 %
1
VANGUARD GROUP INC→ 04.231.488 $+1.417.056 $
+50,3 %
12.814.432 $+1.111.016 $
+65,2 %
11.703.416 $-475.424 $
-21,8 %
1
CATERPILLAR INCCAT→ 0Sehr stark3.644.844 $+1.081.972 $
+42,2 %
12.562.872 $+423.751 $
+19,8 %
12.139.121 $-148.888 $
-6,5 %
1
Tesla, Inc.TSLA→ 0Neutral2.767.750 $-481.477 $
-14,8 %
13.249.227 $-5.677 $
-0,2 %
13.254.904 $+2.267.934 $
+229,8 %
1
Broadcom Inc.AVGO→ 0Neutral1.241.117 $+168.207 $
+15,7 %
11.072.910 $-1.215.711 $
-53,1 %
12.288.621 $-466.501 $
-16,9 %
1
Eaton Corp plcETN→ 0Neutral2.167.838 $+236.712 $
+12,3 %
11.931.126 $-339.022 $
-14,9 %
12.270.148 $+106.432 $
+4,9 %
1
PROCTER & GAMBLE CoPG→ 0Neutral1.853.527 $+10.775 $
+0,6 %
11.842.752 $-263.552 $
-12,5 %
12.106.304 $-150.552 $
-6,7 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.820.734 $+356.353 $
+24,3 %
11.464.381 $-117.112 $
-7,4 %
11.581.493 $-103.754 $
-6,2 %
1
EXXON MOBIL CORPXOM→ 0Stark1.718.656 $+583.128 $
+51,4 %
11.135.528 $+126.391 $
+12,5 %
11.009.137 $+15.868 $
+1,6 %
1
SELECT SECTOR SPDR TRUST→ 01.543.404 $-84.561 $
-5,2 %
11.627.965 $+144.855 $
+9,8 %
11.483.110 $-249.713 $
-14,4 %
1
Snowflake Inc.SNOW→ 0Schwach681.103 $-673.025 $
-49,7 %
11.354.128 $-252.946 $
-15,7 %
11.607.074 $+1.607.074 $1
CATHAY GENERAL BANCORPCATY→ 0Stark1.551.893 $+45.754 $
+3,0 %
11.506.139 $+17.119 $
+1,1 %
11.489.020 $-1.345.249 $
-47,5 %
1
Mastercard IncMA→ 0Neutral1.138.792 $-173.840 $
-13,2 %
11.312.632 $-167.640 $
-11,3 %
11.480.272 $-141.203 $
-8,7 %
1
ELI LILLY & CoLLY→ 0Neutral909.190 $-233.702 $
-20,4 %
11.142.892 $+304.562 $
+36,3 %
1838.330 $+526.969 $
+169,2 %
1
EMERSON ELECTRIC COEMR→ 0Neutral1.120.876 $-15.074 $
-1,3 %
11.135.950 $+17.611 $
+1,6 %
11.118.339 $-1.164.804 $
-51,0 %
1
CHEVRON CORPCVX→ 0Sehr stark1.132.157 $+432.595 $
+61,8 %
1699.562 $-24.447 $
-3,4 %
1724.009 $-46.353 $
-6,0 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.045.739 $+320.100 $
+44,1 %
1725.639 $-17.256 $
-2,3 %
1742.895 $+27.397 $
+3,8 %
1
Merck & Co., Inc.MRK→ 0Sehr stark970.735 $+128.948 $
+15,3 %
1841.787 $+173.191 $
+25,9 %
1668.596 $+31.706 $
+5,0 %
1
HOME DEPOT, INC.HD→ 0Neutral745.653 $+70.732 $
+10,5 %
1674.921 $-250.665 $
-27,1 %
1925.586 $-18.051 $
-1,9 %
1
MCDONALDS CORPMCD→ 0Stark806.718 $-91.773 $
-10,2 %
1898.491 $-9.630 $
-1,1 %
1908.121 $+47.288 $
+5,5 %
1
PPG INDUSTRIES INCPPG→ 0Stark867.545 $+35.877 $
+4,3 %
1831.668 $-20.084 $
-2,4 %
1851.752 $-209.991 $
-19,8 %
1
HEALTHEQUITY, INC.HQY→ 0Neutral452.364 $-184.239 $
-28,9 %
1636.603 $-214.968 $
-25,2 %
1851.571 $+851.571 $1
SPDR GOLD TRUSTGLD→ 0624.781 $-226.097 $
-26,6 %
1850.878 $+128.929 $
+17,9 %
1721.949 $+42.178 $
+6,2 %
1
SPDR SERIES TRUST→ 0617.079 $+7.279 $
+1,2 %
1609.800 $-201.982 $
-24,9 %
1811.782 $+65.130 $
+8,7 %
1
PEPSICO INCPEP→ 0Stark751.030 $+26.246 $
+3,6 %
1724.784 $-71.001 $
-8,9 %
1795.785 $-10.358 $
-1,3 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark789.451 $+314.167 $
+66,1 %
1475.284 $+37.509 $
+8,6 %
1437.775 $+80.778 $
+22,6 %
1
CARRIER GLOBAL CorpCARR→ 0Stark743.911 $+45.842 $
+6,6 %
1698.069 $-89.289 $
-11,3 %
1787.358 $+787.358 $1
Angel Studios, Inc.ANGX→ 0Schwach499.974 $-265.560 $
-34,7 %
1765.534 $+765.534 $1
MORGAN STANLEYMS→ 0Neutral721.969 $+301.755 $
+71,8 %
1420.214 $+45.747 $
+12,2 %
1374.467 $+43.305 $
+13,1 %
1
Otis Worldwide CorpOTIS→ 0Neutral511.040 $-68.091 $
-11,8 %
1579.131 $-27.448 $
-4,5 %
1606.579 $+606.579 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral410.711 $-186.489 $
-31,2 %
1597.200 $-6.425 $
-1,1 %
1603.625 $+603.625 $1
DEERE & CODE→ 0Stark580.199 $+94.609 $
+19,5 %
1485.590 $+26.395 $
+5,7 %
1459.195 $-53.466 $
-10,4 %
1
FREEPORT-MCMORAN INCFCX→ 0Stark559.233 $+309.041 $
+123,5 %
1250.192 $+37.609 $
+17,7 %
1212.583 $-22.634 $
-9,6 %
1
ASML HOLDING NVASML→ 0Sehr stark525.812 $+323.608 $
+160,0 %
1202.204 $+202.204 $1
ORACLE CORPORCL→ 0Neutral285.922 $-73.007 $
-20,3 %
1358.929 $-151.421 $
-29,7 %
1510.350 $+111.917 $
+28,1 %
1
ALLSTATE CORPALL→ 0Sehr stark452.001 $-1.766 $
-0,4 %
1453.767 $-14.381 $
-3,1 %
1468.148 $+27.112 $
+6,1 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral455.033 $+32.360 $
+7,7 %
1422.673 $+28.916 $
+7,3 %
1393.757 $+140.051 $
+55,2 %
1
iSHARES TRUST→ 0412.829 $-9.094 $
-2,2 %
1421.923 $+141.419 $
+50,4 %
1280.504 $+20.347 $
+7,8 %
1
BP PLCBP→ 0418.723 $+418.723 $1
REPUBLIC SERVICES, INC.RSG→ 0Neutral320.207 $+10.365 $
+3,3 %
1309.842 $-62.161 $
-16,7 %
1372.003 $-26.519 $
-6,7 %
1
YUM BRANDS INCYUM→ 0Neutral340.754 $+9.204 $
+2,8 %
1331.550 $-37.051 $
-10,1 %
1368.601 $+9.912 $
+2,8 %
1
Salesforce, Inc.CRM→ 0Neutral358.456 $+49.779 $
+16,1 %
1308.677 $+49.215 $
+19,0 %
1
BRISTOL MYERS SQUIBB COBMY→ 0Stark349.344 $+36.977 $
+11,8 %
1312.367 $+52.735 $
+20,3 %
1259.632 $-6.998 $
-2,6 %
1
NEWMONT Corp /DE/NEM→ 0Sehr stark331.462 $+10.844 $
+3,4 %
1320.618 $+50.557 $
+18,7 %
1270.061 $+270.061 $1
GENERAL ELECTRIC COGE→ 0Neutral260.785 $-24.143 $
-8,5 %
1284.928 $-46.443 $
-14,0 %
1331.371 $+331.371 $1
abrdn Gold ETF TrustSGOL→ 0320.013 $-10.320 $
-3,1 %
1330.333 $+9.319 $
+2,9 %
1
AbbVie Inc.ABBV→ 0Neutral324.713 $-2.028 $
-0,6 %
1326.741 $-791 $
-0,2 %
1327.532 $+327.532 $1
PFIZER INCPFE→ 0Stark312.647 $+35.685 $
+12,9 %
1276.962 $-46.818 $
-14,5 %
1323.780 $-121.853 $
-27,3 %
1
FRANCO NEVADA CorpFNV→ 0317.953 $+20.092 $
+6,7 %
1297.861 $-21.225 $
-6,7 %
1319.086 $+83.533 $
+35,5 %
1
GE Vernova Inc.GEV→ 0Sehr stark274.091 $+68.870 $
+33,6 %
1205.221 $-101.024 $
-33,0 %
1306.245 $+15.742 $
+5,4 %
1
GSK plcGSK→ 0299.627 $+299.627 $1
KIMBERLY CLARK CORPKMB→ 0Sehr stark231.528 $-10.608 $
-4,4 %
1242.136 $-56.904 $
-19,0 %
1299.040 $-13.392 $
-4,3 %
1
CUMMINS INCCMI→ 0Stark295.052 $+14.139 $
+5,0 %
1280.913 $+49.234 $
+21,3 %
1231.679 $+231.679 $1
CORCEPT THERAPEUTICS INCCORT→ 0Schwach291.568 $+34.668 $
+13,5 %
1
SEMPRASRE→ 0Sehr stark291.510 $+26.640 $
+10,1 %
1264.870 $-5.370 $
-2,0 %
1270.240 $+40.995 $
+17,9 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral290.885 $+290.885 $1
TE Connectivity plcTEL→ 0Neutral261.275 $-24.478 $
-8,6 %
1285.753 $+11.715 $
+4,3 %
1274.038 $+63.200 $
+30,0 %
1
Parker-Hannifin CorpPH→ 0Neutral270.362 $+2.279 $
+0,9 %
1268.083 $+25.317 $
+10,4 %
1242.766 $+19.256 $
+8,6 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral269.871 $+269.871 $1
COMCAST CORPCMCSA→ 0Neutral261.031 $-6.664 $
-2,5 %
1267.695 $-1.634 $
-0,6 %
1269.329 $-36.213 $
-11,9 %
1
Vertiv Holdings CoVRT→ 0Stark268.872 $+61.368 $
+29,6 %
1207.504 $+207.504 $1
AT&T INC.T→ 0Sehr stark265.400 $+35.920 $
+15,7 %
1229.480 $-28.175 $
-10,9 %
1257.655 $+257.655 $1
Chubb LtdCB→ 0Stark254.551 $+7.976 $
+3,2 %
1246.575 $+26.185 $
+11,9 %
1220.390 $-188.029 $
-46,0 %
1
iShares Silver TrustSLV→ 0253.171 $+253.171 $1
HANCOCK WHITNEY CORPHWC→ 0Sehr stark243.423 $-344 $
-0,1 %
1243.767 $+4.594 $
+1,9 %
1239.173 $+19.446 $
+8,9 %
1
CoreWeave, Inc.CRWV→ 0Neutral237.095 $+237.095 $1
ISHARES TR→ 0228.705 $-17.841.348 $
-98,7 %
1213.192 $-15.994.992 $
-98,7 %
1214.703 $-14.165.355 $
-98,5 %
1
TPG Inc.TPG→ 0Neutral223.440 $+22.155 $
+11,0 %
1201.285 $+201.285 $1
ROYAL BANK OF CANADARY→ 0223.418 $+223.418 $1
Howmet Aerospace Inc.HWM→ 0Neutral220.089 $+220.089 $1
NOVO NORDISK A SNVO→ 0Schwach216.384 $+216.384 $1
Trip.com Group LtdTCOM→ 0203.505 $-9.778 $
-4,6 %
1213.283 $+213.283 $1
HALLIBURTON COHAL→ 0Sehr stark210.975 $+210.975 $1
BOEING COBA→ 0Neutral209.926 $+209.926 $1
GLACIER BANCORP, INC.GBCI→ 0Stark208.241 $+165 $
+0,1 %
1
CINCINNATI FINANCIAL CORPCINF→ 0Sehr stark202.190 $+202.190 $1
FS KKR Capital CorpFSK→ 0Stark185.536 $+185.536 $1
MITSUBISHI UFJ FINANCIAL GROUP INCMUFG→ 0174.536 $+174.536 $1
Planet Labs PBCPL→ 0Neutral130.000 $+130.000 $1
Lloyds Banking Group plcLYG→ 097.260 $+97.260 $1
GRANDSTAND LtdGAMB→ 083.546 $+83.546 $1
PDS Biotechnology CorpPDSB→ 0Sehr schwach45.388 $-12.359 $
-21,4 %
157.747 $-18.769 $
-24,5 %
176.516 $+76.516 $1
LIBERTY ALL STAR GROWTH FUND INC.ASG→ 047.766 $+47.766 $1
MICROVISION, INC.MVIS→ 0Schwach9.006 $-12.715 $
-58,5 %
121.721 $+21.721 $1
931.746.584 $-29.531.468 $
+110,5 %
91960.769.454 $+5.532.802 $
+91,6 %
85954.961.942 $+70.092.210 $
+110,8 %
88
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