Investments: Index Fund Advisors, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Index Fund Advisors, Inc.
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
143.146.830 $+22.059.621 $
+41,5 %
56122.911.766 $+7.593.794 $
+117,0 %
54130.201.246 $-1.201.910 $
+52,9 %
77131.561.774 $+20.013.673 $
+69,2 %
80
VANGUARD STAR FDS→ 017.501.011 $+14.535.984 $
+490,2 %
117.397.592 $+17.043.173 $
+4.808,8 %
117.003.067 $+16.608.881 $
+4.213,5 %
116.280.216 $+15.908.472 $
+4.279,4 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral14.485.881 $+7.929.504 $
+120,9 %
16.556.377 $+104.047 $
+1,6 %
16.452.330 $+671.603 $
+11,6 %
15.780.727 $+5.780.727 $1
iSHARES TRUST→ 013.000.120 $+1.701.393 $
+15,1 %
111.298.727 $-397.288 $
-3,4 %
111.696.015 $+103.464 $
+0,9 %
111.592.551 $+941.050 $
+8,8 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark10.452.351 $-667.498 $
-6,0 %
111.119.849 $+1.543.436 $
+16,1 %
19.576.413 $-925.908 $
-8,8 %
110.502.321 $-203.211 $
-1,9 %
1
GLACIER BANCORP, INC.GBCI→ 0Stark11.015.528 $+1.475.713 $
+15,5 %
19.539.815 $+9.539.815 $1
NVIDIA CORPNVDA→ 0Neutral7.413.497 $+978.313 $
+15,2 %
16.435.184 $-443.121 $
-6,4 %
16.878.305 $-351.441 $
-4,9 %
17.229.746 $+2.558.968 $
+54,8 %
1
Apple Inc.AAPL→ 0Neutral7.185.418 $+1.675.111 $
+30,4 %
15.510.307 $-423.783 $
-7,1 %
15.934.090 $-144.002 $
-2,4 %
16.078.092 $+2.927.806 $
+92,9 %
1
AMAZON COM INCAMZN→ 0Stark5.412.936 $+235.972 $
+4,6 %
15.176.964 $-1.547.050 $
-23,0 %
16.724.014 $+195.762 $
+3,0 %
16.528.252 $+1.529.015 $
+30,6 %
1
VANGUARD WORLD FUND→ 06.246.310 $+1.690.678 $
+37,1 %
14.555.632 $-342.378 $
-7,0 %
14.898.010 $+47.609 $
+1,0 %
14.850.401 $+557.916 $
+13,0 %
1
MICROSOFT CORPMSFT→ 0Neutral4.784.311 $+860.659 $
+21,9 %
13.923.652 $-474.705 $
-10,8 %
14.398.357 $-462.713 $
-9,5 %
14.861.070 $+1.380.829 $
+39,7 %
1
Meta Platforms, Inc.META→ 0Neutral2.819.719 $+250.715 $
+9,8 %
12.569.004 $-1.519.405 $
-37,2 %
14.088.409 $-380.089 $
-8,5 %
14.468.498 $+1.060.815 $
+31,1 %
1
Alphabet Inc.GOOGL→ 0Neutral4.420.876 $+1.101.821 $
+33,2 %
13.319.055 $+250.872 $
+8,2 %
13.068.183 $+582.662 $
+23,4 %
12.485.521 $+1.397.093 $
+128,4 %
1
SPDR SERIES TRUST→ 02.253.947 $+172.737 $
+8,3 %
12.081.210 $-554.816 $
-21,0 %
12.636.026 $-1.331.833 $
-33,6 %
13.967.859 $-51.299 $
-1,3 %
1
SCHWAB STRATEGIC TRUST→ 03.946.158 $+457.731 $
+13,1 %
13.488.427 $+412.665 $
+13,4 %
13.075.762 $+322.459 $
+11,7 %
12.753.303 $+19.160 $
+0,7 %
1
VANGUARD GROUP INC→ 03.640.445 $+191.912 $
+5,6 %
13.448.533 $+1.557.426 $
+82,4 %
11.891.107 $+499.009 $
+35,8 %
11.392.098 $+374.127 $
+36,8 %
1
ISHARES TR→ 03.587.179 $+3.088.542 $
+619,4 %
12.965.027 $+2.680.921 $
+943,6 %
12.637.587 $-14.365.480 $
-84,5 %
12.659.240 $+2.234.565 $
+526,2 %
1
VISA INC.V→ 0Neutral1.331.288 $+208.984 $
+18,6 %
11.122.304 $-1.762.636 $
-61,1 %
12.884.940 $-22.438 $
-0,8 %
12.907.378 $+1.238.998 $
+74,3 %
1
AMPHENOL CORP /DE/APH→ 0Stark2.691.635 $-174.684 $
-6,1 %
12.866.319 $+241.705 $
+9,2 %
12.624.614 $+532.694 $
+25,5 %
1
Cloudflare, Inc.NET→ 0Schwach1.088.650 $-1.027.164 $
-48,5 %
12.115.814 $-187.380 $
-8,1 %
12.303.194 $+202.134 $
+9,6 %
1
Tesla, Inc.TSLA→ 0Schwach1.999.646 $+233.361 $
+13,2 %
11.766.285 $+382.824 $
+27,7 %
11.383.461 $+16.716 $
+1,2 %
11.366.745 $+270.732 $
+24,7 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral1.865.454 $+755.148 $
+68,0 %
11.110.306 $+78.366 $
+7,6 %
11.031.940 $+1.323 $
+0,1 %
11.030.617 $+122.227 $
+13,5 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.486.774 $+387.866 $
+35,3 %
11.098.908 $+11.135 $
+1,0 %
11.087.773 $+24.910 $
+2,3 %
11.062.863 $+110.670 $
+11,6 %
1
FAIR ISAAC CORPFICO→ 0Schwach1.360.949 $+157.739 $
+13,1 %
11.203.210 $-266.470 $
-18,1 %
1
ELI LILLY & CoLLY→ 0Neutral605.623 $-367.761 $
-37,8 %
1973.384 $-371.640 $
-27,6 %
11.345.024 $+395.137 $
+41,6 %
1949.887 $+171 $
+0,0 %
1
AbbVie Inc.ABBV→ 0Neutral1.186.809 $+160.409 $
+15,6 %
11.026.400 $+1.026.400 $1
Goosehead Insurance, Inc.GSHD→ 0Schwach1.053.858 $-11.167 $
-1,0 %
11.065.025 $-444.718 $
-29,5 %
1
JPMORGAN CHASE & COJPM→ 0Stark1.054.955 $+173.108 $
+19,6 %
1881.847 $+248.620 $
+39,3 %
1633.227 $+17.149 $
+2,8 %
1616.078 $+205.833 $
+50,2 %
1
MERCADOLIBRE INCMELI→ 0Neutral874.189 $-140.043 $
-13,8 %
11.014.232 $-120.083 $
-10,6 %
1
Kenvue Inc.KVUE→ 0Neutral1.004.321 $+536.001 $
+114,5 %
1468.320 $-79.471 $
-14,5 %
1547.791 $+32.910 $
+6,4 %
1514.881 $+514.881 $1
NETFLIX INCNFLX→ 0Neutral259.220 $-486.172 $
-65,2 %
1745.392 $-218.540 $
-22,7 %
1963.932 $-104.694 $
-9,8 %
1
STATE STREET CORPSTT→ 0Stark960.275 $+243.692 $
+34,0 %
1716.583 $-13.872 $
-1,9 %
1730.455 $+73.722 $
+11,2 %
1656.733 $+56.869 $
+9,5 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral934.684 $+934.684 $1
Manager Directed Portfolios→ 0929.412 $+19.546 $
+2,1 %
1909.866 $+31.895 $
+3,6 %
1877.971 $-43.628 $
-4,7 %
1921.599 $+136.960 $
+17,5 %
1
ServisFirst Bancshares, Inc.SFBS→ 0Sehr stark826.231 $-100.750 $
-10,9 %
1926.981 $+35.228 $
+4,0 %
1
PROGRESSIVE CORP/OH/PGR→ 0Sehr stark823.436 $-70.276 $
-7,9 %
1893.712 $-73.656 $
-7,6 %
1
VANGUARD SPECIALIZED FUNDS→ 0879.893 $-2.707.286 $
-75,5 %
1354.419 $-108.092 $
-23,4 %
1432.527 $-2.226.713 $
-83,7 %
1424.675 $-15.855.541 $
-97,4 %
1
SHOPIFY INC.SHOP→ 0Neutral872.940 $+67.028 $
+8,3 %
1805.912 $+180.369 $
+28,8 %
1
Uber Technologies, IncUBER→ 0Schwach221.760 $-503.825 $
-69,4 %
1725.585 $-140.764 $
-16,2 %
1866.349 $+42.883 $
+5,2 %
1
BlackRock Finance, Inc.→ 0634.828 $-197.292 $
-23,7 %
1832.120 $+832.120 $1
LAM RESEARCH CORPLRCX→ 0Stark821.160 $+416.274 $
+102,8 %
1404.886 $+80.842 $
+24,9 %
1324.044 $+95.477 $
+41,8 %
1228.567 $+228.567 $1
Celsius Holdings, Inc.CELH→ 0Sehr schwach314.885 $-329.043 $
-51,1 %
1643.928 $-165.704 $
-20,5 %
1809.632 $+157.017 $
+24,1 %
1
Broadcom Inc.AVGO→ 0Stark801.489 $+148.811 $
+22,8 %
1652.678 $-105.281 $
-13,9 %
1757.959 $+193.483 $
+34,3 %
1564.476 $+161.200 $
+40,0 %
1
Ollie's Bargain Outlet Holdings, Inc.OLLI→ 0Neutral684.076 $-117.268 $
-14,6 %
1801.344 $-20.173 $
-2,5 %
1
KLA CORPKLAC→ 0Stark800.135 $+402.584 $
+101,3 %
1397.551 $+397.551 $1
Snowflake Inc.SNOW→ 0Neutral777.851 $-21.949 $
-2,7 %
1799.800 $+7.207 $
+0,9 %
1
MARRIOTT INTERNATIONAL INC /MD/MAR→ 0Neutral748.919 $+120.738 $
+19,2 %
1628.181 $-37.359 $
-5,6 %
1
COZAD ASSET MANAGEMENT INC→ 0745.409 $+85.958 $
+13,0 %
1659.451 $+23.315 $
+3,7 %
1636.136 $-13.826 $
-2,1 %
1649.962 $+43.367 $
+7,1 %
1
Marvell Technology, Inc.MRVL→ 0Stark305.337 $-428.822 $
-58,4 %
1734.159 $+104.032 $
+16,5 %
1630.127 $+7.084 $
+1,1 %
1623.043 $+623.043 $1
Arista Networks, Inc.ANET→ 0Neutral559.075 $+155.006 $
+38,4 %
1404.069 $-26.889 $
-6,2 %
1430.958 $-47.845 $
-10,0 %
1478.803 $+143.226 $
+42,7 %
1
COCA COLA COKO→ 0Neutral536.051 $+56.860 $
+11,9 %
1479.191 $+479.191 $1
ServiceNow, Inc.NOW→ 0Schwach436.285 $-88.275 $
-16,8 %
1524.560 $-456.228 $
-46,5 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral206.985 $-295.376 $
-58,8 %
1502.361 $+105.668 $
+26,6 %
1396.693 $-85.855 $
-17,8 %
1
ISHARES INC→ 0498.637 $+181.350 $
+57,2 %
1462.511 $-2.175.076 $
-82,5 %
1474.223 $+41.696 $
+9,6 %
1488.138 $-1.991.329 $
-80,3 %
1
Morningstar, Inc.MORN→ 0Neutral447.441 $-30.732 $
-6,4 %
1478.173 $-750.235 $
-61,1 %
1
ECOLAB INC.ECL→ 0Neutral444.971 $-19.769 $
-4,3 %
1464.740 $+8.309 $
+1,8 %
1
RYAN SPECIALTY HOLDINGS, INC.RYAN→ 0Neutral406.276 $-37.221 $
-8,4 %
1443.497 $-593.826 $
-57,2 %
1
nCino, Inc.NCNO→ 0Neutral399.856 $-22.979 $
-5,4 %
1422.835 $-13.217 $
-3,0 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral420.868 $+57.588 $
+15,9 %
1363.280 $-14.865 $
-3,9 %
1378.145 $+27.391 $
+7,8 %
1350.754 $+350.754 $1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach355.810 $-64.757 $
-15,4 %
1420.567 $-325.709 $
-43,6 %
1
Revolve Group, Inc.RVLV→ 0Neutral403.338 $+118.770 $
+41,7 %
1284.568 $-262.516 $
-48,0 %
1
Eaton Corp plcETN→ 0Stark401.405 $+76.998 $
+23,7 %
1324.407 $+34.881 $
+12,0 %
1289.526 $-50.293 $
-14,8 %
1339.819 $+104.206 $
+44,2 %
1
VANGUARD TAX-MANAGED FDS→ 0317.287 $-17.183.724 $
-98,2 %
1284.106 $-17.113.486 $
-98,4 %
1394.186 $-80.037 $
-16,9 %
1371.744 $-116.394 $
-23,8 %
1
HAWKINS INCHWKN→ 0Stark279.574 $-79.836 $
-22,2 %
1359.410 $-41.170 $
-10,3 %
1
AAON, INC.AAON→ 0Neutral280.905 $-63.328 $
-18,4 %
1344.233 $+73.054 $
+26,9 %
1
OneStream, Inc.OS→ 0341.317 $-928 $
-0,3 %
1342.245 $-183.286 $
-34,9 %
1
S&P Global Inc.SPGI→ 0Stark337.593 $+23.178 $
+7,4 %
1314.415 $-26.742 $
-7,8 %
1
EXXON MOBIL CORPXOM→ 0Stark269.533 $-63.454 $
-19,1 %
1332.987 $+332.987 $1
SPDR S&P MIDCAP 400 ETF TRUSTMDY→ 0329.866 $+40.606 $
+14,0 %
1289.260 $+3.305 $
+1,2 %
1285.955 $+3.437 $
+1,2 %
1282.518 $+16.839 $
+6,3 %
1
ROSS STORES, INC.ROST→ 0Stark320.649 $+49.700 $
+18,3 %
1270.949 $-120.849 $
-30,8 %
1
GENERAL ELECTRIC COGE→ 0Stark319.284 $+102.259 $
+47,1 %
1217.025 $-18.125 $
-7,7 %
1235.150 $+235.150 $1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Schwach278.509 $-34.815 $
-11,1 %
1313.324 $+38.146 $
+13,9 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach286.500 $+19.708 $
+7,4 %
1266.792 $-46.327 $
-14,8 %
1313.119 $+32.062 $
+11,4 %
1281.057 $+281.057 $1
Dream Finders Homes, Inc.DFH→ 0Neutral198.514 $-102.365 $
-34,0 %
1300.879 $-271.507 $
-47,4 %
1
RTX CorpRTX→ 0Neutral293.367 $-79 $
-0,0 %
1293.446 $+40.416 $
+16,0 %
1253.030 $+22.171 $
+9,6 %
1230.859 $+230.859 $1
Invesco Ltd.IVZ→ 0Sehr stark289.148 $+289.148 $1
Wingstop Inc.WING→ 0Neutral266.632 $-14.746 $
-5,2 %
1281.378 $-94.761 $
-25,2 %
1
COSTAR GROUP, INC.CSGP→ 0Neutral220.749 $-56.238 $
-20,3 %
1276.987 $+13.436 $
+5,1 %
1
Kinsale Capital Group, Inc.KNSL→ 0Stark249.535 $-21.356 $
-7,9 %
1270.891 $-36.386 $
-11,8 %
1
On Holding AGONON→ 0268.329 $+23.842 $
+9,8 %
1244.487 $-55.998 $
-18,6 %
1
Merck & Co., Inc.MRK→ 0Stark263.460 $+17.194 $
+7,0 %
1246.266 $+246.266 $1
Block, Inc.XYZ→ 0Neutral235.040 $-26.505 $
-10,1 %
1261.545 $+17.133 $
+7,0 %
1
EQUIFAX INCEFX→ 0Stark219.801 $-40.320 $
-15,5 %
1260.121 $-360.033 $
-58,1 %
1
Workday, Inc.WDAY→ 0Neutral227.237 $-28.178 $
-11,0 %
1255.415 $+2.215 $
+0,9 %
1
STARBUCKS CORPSBUX→ 0Schwach251.701 $+251.701 $1
GE Vernova Inc.GEV→ 0Neutral246.842 $+246.842 $1
Trade Desk, Inc.TTD→ 0Stark246.128 $-115.190 $
-31,9 %
1
ROPER TECHNOLOGIES INCROP→ 0Stark217.669 $-26.689 $
-10,9 %
1244.358 $-359.893 $
-59,6 %
1
HOME DEPOT, INC.HD→ 0Stark236.207 $+32.738 $
+16,1 %
1
AMGEN INCAMGN→ 0Neutral234.434 $+10.873 $
+4,9 %
1223.561 $+223.561 $1
ROYAL BANK OF CANADARY→ 0Sehr schwach228.909 $+228.909 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral225.578 $+16.972 $
+8,1 %
1208.606 $-18.918 $
-8,3 %
1
IDEXX LABORATORIES INC /DEIDXX→ 0Schwach222.578 $+13.022 $
+6,2 %
1209.556 $+209.556 $1
SPDR GOLD TRUSTGLD→ 0221.396 $+221.396 $1
CHEVRON CORPCVX→ 0Sehr stark221.330 $+221.330 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach208.377 $+208.377 $1
Datadog, Inc.DDOG→ 0Neutral206.907 $+206.907 $1
abrdn Gold ETF TrustSGOL→ 0206.671 $+206.671 $1
ROLLINS INCROL→ 0Neutral205.448 $+4.557 $
+2,3 %
1200.891 $+200.891 $1
Energy Transfer LPET→ 0200.027 $+200.027 $1
LESAKA TECHNOLOGIES INCLSAK→ 0Stark50.813 $+50.813 $1
143.146.830 $+22.059.621 $
+41,5 %
56122.911.766 $+7.593.794 $
+117,0 %
54130.201.246 $-1.201.910 $
+52,9 %
77131.561.774 $+20.013.673 $
+69,2 %
80
Erweitert ×