Investments: COOPER/HAIMS ADVISORS, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: COOPER/HAIMS ADVISORS, LLC
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds. Breite = Veränderung der Halter-Breite (distinct Fonds) über das Fenster — ▲ steigend / ▼ fallend (Interesse = Flow, nicht Kurs). GCS = aktuelles Conviction-Band der Aktie.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTickerBreiteGCS2026/Q22026/Q12025/Q42025/Q3
Investment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. FondsInvestment ($)QoQ ($)QoQ (%)Anz. Fonds
172.120.214 $+14.997.104 $
+22,7 %
80158.671.779 $-6.780.501 $
+11,0 %
71166.759.562 $-3.078.466 $
+7,9 %
67166.374.016 $+15.926.887 $
+17,6 %
63
SCHWAB STRATEGIC TRUST→ 058.235.762 $+3.533.045 $
+6,5 %
154.702.717 $-5.391.913 $
-9,0 %
160.094.630 $-2.349.090 $
-3,8 %
162.443.720 $+4.334.147 $
+7,5 %
1
iSHARES TRUST→ 023.896.604 $+3.029.445 $
+14,5 %
120.867.159 $-1.117.952 $
-5,1 %
121.985.111 $+2.701.747 $
+14,0 %
119.283.364 $+702.761 $
+3,8 %
1
Ancora Advisors LLC→ 015.328.077 $+93.515 $
+0,6 %
115.234.562 $-309.305 $
-2,0 %
115.543.867 $+1.079.928 $
+7,5 %
114.463.939 $+266.547 $
+1,9 %
1
PAYCHEX INCPAYX→ 0Stark6.058.701 $-1.181.563 $
-16,3 %
17.240.264 $-1.571.026 $
-17,8 %
18.811.290 $-1.145.201 $
-11,5 %
19.956.491 $-706.163 $
-6,6 %
1
JAMES INVESTMENT RESEARCH, INC.→ 09.687.463 $+192.816 $
+2,0 %
19.494.647 $+115.255 $
+1,2 %
19.379.392 $+209.187 $
+2,3 %
19.170.205 $+634.644 $
+7,4 %
1
VANGUARD MUN BD FDS→ 07.446.321 $+6.498.616 $
+685,7 %
18.075.861 $+6.767.006 $
+517,0 %
18.375.897 $+7.038.316 $
+526,2 %
18.309.772 $+6.996.474 $
+532,7 %
1
Apple Inc.AAPL→ 0Neutral6.424.188 $+593.626 $
+10,2 %
15.830.562 $-358.005 $
-5,8 %
16.188.567 $+355.550 $
+6,1 %
15.833.017 $+837.060 $
+16,8 %
1
MICROSOFT CORPMSFT→ 0Neutral2.383.080 $-42.188 $
-1,7 %
12.425.268 $-997.400 $
-29,1 %
13.422.668 $-155.499 $
-4,3 %
13.578.167 $+151.677 $
+4,4 %
1
KENNAMETAL INCKMT→ 0Neutral3.135.356 $-763.298 $
-19,6 %
1
NVIDIA CORPNVDA→ 0Neutral2.576.516 $+582.750 $
+29,2 %
11.993.766 $-152.888 $
-7,1 %
12.146.654 $+120.548 $
+5,9 %
12.026.106 $+296.567 $
+17,1 %
1
AMAZON COM INCAMZN→ 0Neutral2.528.072 $+69.236 $
+2,8 %
12.458.836 $-8.861 $
-0,4 %
12.467.697 $+337.648 $
+15,9 %
12.130.049 $-45.422 $
-2,1 %
1
Alphabet Inc.GOOGL→ 0Stark2.249.367 $+392.536 $
+21,1 %
11.856.831 $-132.295 $
-6,7 %
11.989.126 $+571.858 $
+40,3 %
11.417.268 $+376.852 $
+36,2 %
1
CORNING INC /NYGLW→ 0Stark2.097.080 $+1.096.069 $
+109,5 %
11.001.011 $+358.145 $
+55,7 %
1642.866 $+55.367 $
+9,4 %
1587.499 $+226.626 $
+62,8 %
1
CATERPILLAR INCCAT→ 0Sehr stark1.752.769 $+600.240 $
+52,1 %
11.152.529 $+248.165 $
+27,4 %
1904.364 $+140.233 $
+18,4 %
1764.131 $+142.542 $
+22,9 %
1
VANGUARD SPECIALIZED FUNDS→ 01.440.069 $+1.062.021 $
+280,9 %
11.308.855 $+285.212 $
+27,9 %
11.337.581 $-6.972.191 $
-83,9 %
11.313.298 $+300.893 $
+29,7 %
1
ISHARES TR→ 01.321.533 $-6.124.788 $
-82,3 %
1947.705 $-7.128.156 $
-88,3 %
11.023.643 $-7.352.254 $
-87,8 %
11.012.405 $-233.217 $
-18,7 %
1
Broadstone Net Lease, Inc.BNL→ 0Stark1.295.380 $+155.431 $
+13,6 %
11.139.949 $+61.158 $
+5,7 %
11.078.791 $-156.028 $
-12,6 %
11.234.819 $+36.702 $
+3,1 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.172.696 $-96.379 $
-7,6 %
11.269.075 $+181.282 $
+16,7 %
11.087.793 $+48.263 $
+4,6 %
11.039.530 $+94.055 $
+9,9 %
1
CHEVRON CORPCVX→ 0Sehr stark952.291 $-231.832 $
-19,6 %
11.184.123 $+287.291 $
+32,0 %
1896.832 $-74.717 $
-7,7 %
1971.549 $+90.299 $
+10,2 %
1
EXXON MOBIL CORPXOM→ 0Stark898.934 $-230.493 $
-20,4 %
11.129.427 $+336.025 $
+42,4 %
1793.402 $+50.041 $
+6,7 %
1743.361 $+469.872 $
+171,8 %
1
INTEL CORPINTC→ 0Neutral922.053 $+615.105 $
+200,4 %
1306.948 $+70.104 $
+29,6 %
1236.844 $+33.446 $
+16,4 %
1203.398 $+203.398 $1
Meta Platforms, Inc.META→ 0Neutral758.953 $+85.946 $
+12,8 %
1673.007 $-198.516 $
-22,8 %
1871.523 $-29.759 $
-3,3 %
1901.282 $-5.990 $
-0,7 %
1
HYSTER-YALE, INC.HY→ 0Neutral897.922 $+897.922 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral884.189 $+73.862 $
+9,1 %
1810.327 $-64.787 $
-7,4 %
1875.114 $+18.445 $
+2,2 %
1856.669 $+58.549 $
+7,3 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Schwach645.457 $-51.968 $
-7,5 %
1697.425 $-154.856 $
-18,2 %
1852.281 $-1.898 $
-0,2 %
1854.179 $+5.423 $
+0,6 %
1
BlackRock Finance, Inc.→ 0834.061 $+124.814 $
+17,6 %
1709.247 $-17.628 $
-2,4 %
1726.875 $+92.245 $
+14,5 %
1634.630 $+48.106 $
+8,2 %
1
SONATA CAPITAL GROUP INC→ 0772.075 $-684 $
-0,1 %
1772.759 $-972 $
-0,1 %
1773.731 $-1.655 $
-0,2 %
1775.386 $+1.828 $
+0,2 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0767.584 $+234.647 $
+44,0 %
1532.937 $-48.355 $
-8,3 %
1581.292 $+27.104 $
+4,9 %
1554.188 $+33.437 $
+6,4 %
1
abrdn Gold ETF TrustSGOL→ 0649.986 $-108.643 $
-14,3 %
1758.629 $+361.426 $
+91,0 %
1397.203 $+397.203 $1
AbbVie Inc.ABBV→ 0Neutral711.519 $+111.131 $
+18,5 %
1600.388 $-20.540 $
-3,3 %
1620.928 $-58.301 $
-8,6 %
1679.229 $+118.744 $
+21,2 %
1
VISA INC.V→ 0Neutral683.532 $+125.219 $
+22,4 %
1558.313 $-89.525 $
-13,8 %
1647.838 $+133.656 $
+26,0 %
1514.182 $-52.478 $
-9,3 %
1
Broadcom Inc.AVGO→ 0Neutral629.709 $+157.397 $
+33,3 %
1472.312 $+40.725 $
+9,4 %
1431.587 $-35.236 $
-7,5 %
1466.823 $+104.619 $
+28,9 %
1
MICRON TECHNOLOGY INCMU→ 0Stark609.465 $+609.465 $1
JOHNSON & JOHNSONJNJ→ 0Stark496.888 $-89.397 $
-15,2 %
1586.285 $+102.336 $
+21,1 %
1483.949 $+50.347 $
+11,6 %
1433.602 $+69.983 $
+19,2 %
1
ORACLE CORPORCL→ 0Neutral295.907 $+488 $
+0,2 %
1295.419 $-100.473 $
-25,4 %
1395.892 $-187.162 $
-32,1 %
1583.054 $+77.329 $
+15,3 %
1
ISHARES GOLD TRUSTIAU→ 0494.439 $-82.833 $
-14,3 %
1577.272 $+45.771 $
+8,6 %
1531.501 $+55.003 $
+11,5 %
1476.498 $+476.498 $1
Alibaba Group Holding LtdBABA→ 0Schwach311.167 $-88.047 $
-22,1 %
1399.214 $-94.907 $
-19,2 %
1494.121 $-78.887 $
-13,8 %
1573.008 $+196.373 $
+52,1 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral519.914 $+519.914 $1
PEPSICO INCPEP→ 0Stark445.937 $-65.507 $
-12,8 %
1511.444 $+24.412 $
+5,0 %
1487.032 $+10.452 $
+2,2 %
1476.580 $+23.884 $
+5,3 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral492.429 $+46.871 $
+10,5 %
1445.558 $-37.707 $
-7,8 %
1483.265 $+13.379 $
+2,8 %
1469.886 $+39.021 $
+9,1 %
1
ABBOTT LABORATORIESABT→ 0Neutral305.431 $-40.156 $
-11,6 %
1345.587 $-76.139 $
-18,1 %
1421.726 $-62.601 $
-12,9 %
1484.327 $-7.485 $
-1,5 %
1
COCA COLA COKO→ 0Stark475.003 $+26.121 $
+5,8 %
1448.882 $+44.700 $
+11,1 %
1404.182 $+11.126 $
+2,8 %
1393.056 $-61.469 $
-13,5 %
1
Walmart Inc.WMT→ 0Stark305.236 $-169.584 $
-35,7 %
1474.820 $+207.882 $
+77,9 %
1266.938 $+58.654 $
+28,2 %
1208.284 $-33.330 $
-13,8 %
1
PROCTER & GAMBLE CoPG→ 0Neutral468.957 $+16.664 $
+3,7 %
1452.293 $+27.247 $
+6,4 %
1425.046 $-27.830 $
-6,1 %
1452.876 $-44.682 $
-9,0 %
1
CONSTELLATION BRANDS, INC.STZ→ 0Stark309.475 $-68.633 $
-18,2 %
1378.108 $-82.049 $
-17,8 %
1460.157 $+101.923 $
+28,5 %
1358.234 $-131.403 $
-26,8 %
1
IREN LtdIREN→ 0Neutral457.894 $+457.894 $1
B&G Foods, Inc.BGS→ 0Stark441.346 $+37.421 $
+9,3 %
1403.925 $+42.828 $
+11,9 %
1361.097 $-94.179 $
-20,7 %
1455.276 $+124.896 $
+37,8 %
1
VANGUARD SCOTTSDALE FUNDS→ 0435.255 $+56.026 $
+14,8 %
1379.229 $-17.887 $
-4,5 %
1397.116 $+397.116 $1
GABELLI DIVIDEND & INCOME TRUSTGDV→ 0410.552 $+410.552 $1
MAI Capital Management→ 0398.459 $+21.748 $
+5,8 %
1376.711 $+18.672 $
+5,2 %
1358.039 $+358.039 $1
VANGUARD WHITEHALL FDS→ 0378.048 $-943.485 $
-71,4 %
1
ELI LILLY & CoLLY→ 0Neutral374.222 $+70.698 $
+23,3 %
1303.524 $-18.880 $
-5,9 %
1322.404 $+108.001 $
+50,4 %
1214.403 $-42.842 $
-16,7 %
1
VANGUARD GROUP INC→ 0370.607 $+65.784 $
+21,6 %
1304.823 $-27.590 $
-8,3 %
1332.413 $+730 $
+0,2 %
1331.683 $+29.645 $
+9,8 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark351.737 $+51.812 $
+17,3 %
1299.925 $+38.636 $
+14,8 %
1261.289 $-48.797 $
-15,7 %
1310.086 $+18.054 $
+6,2 %
1
GENERAL ELECTRIC COGE→ 0Neutral350.213 $+84.408 $
+31,8 %
1265.805 $-27.257 $
-9,3 %
1293.062 $-36.980 $
-11,2 %
1330.042 $+69.605 $
+26,7 %
1
GE Vernova Inc.GEV→ 0Sehr stark338.360 $+74.744 $
+28,4 %
1263.616 $+263.616 $1
STARBUCKS CORPSBUX→ 0Neutral334.508 $-9.013 $
-2,6 %
1
M&T BANK CORPMTB→ 0Stark333.928 $+43.900 $
+15,1 %
1290.028 $+290.028 $1
Reddit, Inc.RDDT→ 0Schwach331.885 $+331.885 $1
Merck & Co., Inc.MRK→ 0Sehr stark314.825 $+20.114 $
+6,8 %
1294.711 $+42.087 $
+16,7 %
1252.624 $+51.192 $
+25,4 %
1201.432 $+201.432 $1
Walt Disney CoDIS→ 0Neutral233.096 $-314 $
-0,1 %
1233.410 $-12.180 $
-5,0 %
1245.590 $-64.551 $
-20,8 %
1310.141 $-25.751 $
-7,7 %
1
ServiceNow, Inc.NOW→ 0Neutral258.125 $-52.009 $
-16,8 %
1310.134 $-69.228 $
-18,2 %
1
TJX COMPANIES INC /DE/TJX→ 0Stark214.676 $-92.669 $
-30,2 %
1307.345 $+84.303 $
+37,8 %
1223.042 $+18.229 $
+8,9 %
1204.813 $+190 $
+0,1 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral301.340 $+84.258 $
+38,8 %
1217.082 $-60.693 $
-21,8 %
1277.775 $-5.585 $
-2,0 %
1
NETFLIX INCNFLX→ 0Stark205.803 $-91.529 $
-30,8 %
1297.332 $-28.077 $
-8,6 %
1
STRYKER CORPSYK→ 0Neutral244.631 $-14.627 $
-5,6 %
1259.258 $-18.052 $
-6,5 %
1277.310 $-14.360 $
-4,9 %
1291.670 $-20.482 $
-6,6 %
1
SPDR GOLD TRUSTGLD→ 0284.852 $+28.439 $
+11,1 %
1256.413 $+256.413 $1
INNOVATIVE INDUSTRIAL PROPERTIES INCIIPR→ 0Stark271.384 $+59.576 $
+28,1 %
1211.808 $+1.022 $
+0,5 %
1210.786 $+784 $
+0,4 %
1
iShares Silver TrustSLV→ 0218.906 $-51.951 $
-19,2 %
1270.857 $+270.857 $1
Bank of New York Mellon CorpBK→ 0262.152 $-833 $
-0,3 %
1262.985 $-2.706 $
-1,0 %
1265.691 $-936 $
-0,4 %
1266.627 $+3.486 $
+1,3 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark265.051 $+57.818 $
+27,9 %
1207.233 $+207.233 $1
PITNEY BOWES INC /DE/PBI→ 0Neutral214.436 $-22.395 $
-9,5 %
1236.831 $-18.821 $
-7,4 %
1255.652 $-43.347 $
-14,5 %
1
Woodward, Inc.WWD→ 0Neutral255.264 $+40.512 $
+18,9 %
1214.752 $+214.752 $1
TOMPKINS FINANCIAL CORPTMP→ 0Stark243.578 $+40.407 $
+19,9 %
1203.171 $+203.171 $1
LAM RESEARCH CORPLRCX→ 0Stark240.498 $+240.498 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral239.797 $+32.876 $
+15,9 %
1206.921 $-16.276 $
-7,3 %
1223.197 $-37.174 $
-14,3 %
1
Mastercard IncMA→ 0Neutral208.522 $+5.660 $
+2,8 %
1202.862 $-34.624 $
-14,6 %
1237.486 $+6.549 $
+2,8 %
1230.937 $-2.830 $
-1,2 %
1
JONES LANG LASALLE INCJLL→ 0Neutral212.316 $+3.857 $
+1,9 %
1208.459 $-22.023 $
-9,6 %
1230.482 $+26.160 $
+12,8 %
1204.322 $+204.322 $1
HOLLENCREST CAPITAL MANAGEMENT→ 0224.485 $-5.761 $
-2,5 %
1230.246 $+230.246 $1
COZAD ASSET MANAGEMENT INC→ 0227.757 $+227.757 $1
CONOCOPHILLIPSCOP→ 0Stark221.248 $+221.248 $1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Stark218.825 $+18.023 $
+9,0 %
1200.802 $+200.802 $1
Air Products & Chemicals, Inc.APD→ 0Neutral217.833 $+1.999 $
+0,9 %
1215.834 $+14.161 $
+7,0 %
1
QUALCOMM INC/DEQCOM→ 0Neutral209.337 $+209.337 $1
Tesla, Inc.TSLA→ 0Neutral206.935 $+206.935 $1
UNION PACIFIC CORPUNP→ 0Stark203.456 $+203.456 $1
EASTMAN CHEMICAL COEMN→ 0Stark202.827 $+202.827 $1
Robinhood Markets, Inc.HOOD→ 0Schwach202.365 $+202.365 $1
Neuberger Next Generation Connectivity Fund Inc.NBXG→ 0192.153 $+192.153 $1
Eos Energy Enterprises, Inc.EOSE→ 0Sehr schwach150.134 $+150.134 $1
MORGAN STANLEYMS→ 0Neutral127.700 $-12.829 $
-9,1 %
1140.529 $+140.529 $1
Wendy's CoWEN→ 0Stark124.350 $+124.350 $1
USA TODAY Co., Inc.TDAY→ 0Neutral107.264 $+594 $
+0,6 %
1106.670 $+14.206 $
+15,4 %
1
PMV Pharmaceuticals, Inc.PMVP→ 0Neutral52.288 $+52.288 $1
TRX GOLD CorpTRX→ 045.375 $+1.125 $
+2,5 %
144.250 $+44.250 $1
Transocean Ltd.RIG→ 0Stark35.880 $+7.390 $
+25,9 %
1
172.120.214 $+14.997.104 $
+22,7 %
80158.671.779 $-6.780.501 $
+11,0 %
71166.759.562 $-3.078.466 $
+7,9 %
67166.374.016 $+15.926.887 $
+17,6 %
63
Erweitert ×