Investments: Leeward Financial Partners, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Leeward Financial Partners, 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
266.422.679 $+33.756.959 $
+71,3 %
78230.201.803 $-21.682.853 $
-7,8 %
68243.577.699 $+7.603.425 $
+21,7 %
67243.439.797 $+28.326.884 $
+33,0 %
71
SCHWAB STRATEGIC TRUST→ 036.429.743 $+4.937.042 $
+15,7 %
131.492.701 $-1.124.548 $
-3,4 %
132.617.249 $+471.680 $
+1,5 %
132.145.569 $+2.566.081 $
+8,7 %
1
MICROSOFT CORPMSFT→ 0Neutral19.334.994 $-101.780 $
-0,5 %
119.436.774 $-6.798.128 $
-25,9 %
126.234.902 $+330.067 $
+1,3 %
125.904.835 $+3.721.038 $
+16,8 %
1
VANGUARD WORLD FUND→ 019.537.367 $+4.415.797 $
+29,2 %
115.121.570 $-2.924.382 $
-16,2 %
118.045.952 $-52.722 $
-0,3 %
118.098.674 $+2.545.008 $
+16,4 %
1
Apple Inc.AAPL→ 0Neutral15.970.037 $+1.827.741 $
+12,9 %
114.142.296 $-1.644.401 $
-10,4 %
115.786.697 $+236.204 $
+1,5 %
115.550.493 $+3.197.534 $
+25,9 %
1
AMAZON COM INCAMZN→ 0Stark13.056.504 $+1.391.718 $
+11,9 %
111.664.786 $-979.303 $
-7,7 %
112.644.089 $+785.992 $
+6,6 %
111.858.097 $+247.320 $
+2,1 %
1
Alphabet Inc.GOOGL→ 0Neutral12.275.158 $+2.261.041 $
+22,6 %
110.014.117 $-2.032.698 $
-16,9 %
112.046.815 $+487.142 $
+4,2 %
111.559.673 $+3.400.013 $
+41,7 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark8.507.352 $-1.262.837 $
-12,9 %
19.770.189 $+1.132.068 $
+13,1 %
18.638.121 $+757.329 $
+9,6 %
17.880.792 $+160.362 $
+2,1 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral8.354.928 $+1.217.310 $
+17,1 %
17.137.618 $-1.898.502 $
-21,0 %
19.036.120 $+949.186 $
+11,7 %
18.086.934 $+1.311.643 $
+19,4 %
1
ISHARES TR→ 08.488.899 $+8.279.351 $
+3.951,1 %
17.376.793 $-292.323 $
-3,8 %
17.669.116 $+4.908.459 $
+177,8 %
17.860.943 $+7.339.644 $
+1.408,0 %
1
iSHARES TRUST→ 08.126.429 $+808.819 $
+11,1 %
17.317.610 $-332.725 $
-4,3 %
17.650.335 $-16.445 $
-0,2 %
17.666.780 $+754.338 $
+10,9 %
1
NVIDIA CORPNVDA→ 0Neutral7.926.442 $+1.132.420 $
+16,7 %
16.794.022 $-500.469 $
-6,9 %
17.294.491 $+361.490 $
+5,2 %
16.933.001 $+661.873 $
+10,6 %
1
Vertiv Holdings CoVRT→ 0Stark6.342.495 $+1.360.965 $
+27,3 %
14.981.530 $+875.225 $
+21,3 %
14.106.305 $-2.941.120 $
-41,7 %
17.047.425 $+1.441.430 $
+25,7 %
1
VANGUARD GROUP INC→ 06.811.246 $+331.866 $
+5,1 %
16.479.380 $-91.765 $
-1,4 %
16.571.145 $-208.650 $
-3,1 %
16.779.795 $+790.420 $
+13,2 %
1
NETFLIX INCNFLX→ 0Neutral892.500 $-3.451.461 $
-79,5 %
14.343.961 $-1.696.996 $
-28,1 %
16.040.957 $-491.958 $
-7,5 %
16.532.915 $-296.648 $
-4,3 %
1
VISA INC.V→ 0Stark1.190.321 $+131.450 $
+12,4 %
11.058.871 $-4.977.271 $
-82,5 %
16.036.142 $+269.549 $
+4,7 %
15.766.593 $+56.019 $
+1,0 %
1
AppLovin CorpAPP→ 0Neutral5.568.091 $+542.545 $
+10,8 %
15.025.546 $+553.403 $
+12,4 %
14.472.143 $+3.663.067 $
+452,7 %
1809.076 $+460.746 $
+132,3 %
1
JPMORGAN CHASE & COJPM→ 0Neutral5.560.355 $+818.790 $
+17,3 %
14.741.565 $+2.097.105 $
+79,3 %
12.644.460 $+2.073.847 $
+363,4 %
1570.613 $+43.267 $
+8,2 %
1
Broadcom Inc.AVGO→ 0Stark5.441.111 $+919.789 $
+20,3 %
14.521.322 $-352.112 $
-7,2 %
14.873.434 $+647.287 $
+15,3 %
14.226.147 $+775.560 $
+22,5 %
1
Natera, Inc.NTRA→ 0Schwach5.307.662 $+1.460.454 $
+38,0 %
13.847.208 $-125.900 $
-3,2 %
13.973.108 $+3.973.108 $1
VANGUARD TAX-MANAGED FDS→ 05.187.843 $+2.488.625 $
+92,2 %
14.515.438 $+2.336.114 $
+107,2 %
1451.529 $-1.702.527 $
-79,0 %
1521.299 $-1.054.641 $
-66,9 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral5.158.437 $+1.803.161 $
+53,7 %
13.355.276 $-644.716 $
-16,1 %
13.999.992 $-110.357 $
-2,7 %
14.110.349 $+523.895 $
+14,6 %
1
ECOLAB INC.ECL→ 0Neutral5.109.150 $+438.903 $
+9,4 %
14.670.247 $-76.115 $
-1,6 %
14.746.362 $-267.467 $
-5,3 %
15.013.829 $+429.038 $
+9,4 %
1
CUMMINS INCCMI→ 0Neutral4.823.439 $+1.304.788 $
+37,1 %
13.518.651 $+3.518.651 $1
MARRIOTT INTERNATIONAL INC /MD/MAR→ 0Neutral4.626.446 $+3.670.093 $
+383,8 %
1956.353 $-324.938 $
-25,4 %
11.281.291 $+205.674 $
+19,1 %
11.075.617 $-52.740 $
-4,7 %
1
Meta Platforms, Inc.META→ 0Neutral2.315.685 $-1.606.266 $
-41,0 %
13.921.951 $-327.708 $
-7,7 %
14.249.659 $+3.515.279 $
+478,7 %
1734.380 $-105.566 $
-12,6 %
1
Palantir Technologies Inc.PLTR→ 0Neutral609.367 $-2.429.746 $
-79,9 %
13.039.113 $+482.712 $
+18,9 %
12.556.401 $-1.622.659 $
-38,8 %
14.179.060 $+1.024.752 $
+32,5 %
1
TERADYNE, INCTER→ 0Neutral3.734.793 $+3.734.793 $1
LAM RESEARCH CORPLRCX→ 0Stark3.127.343 $+3.127.343 $1
ELI LILLY & CoLLY→ 0Neutral790.424 $+184.296 $
+30,4 %
1606.128 $-314.873 $
-34,2 %
1921.001 $-2.096.664 $
-69,5 %
13.017.665 $+110.018 $
+3,8 %
1
COZAD ASSET MANAGEMENT INC→ 02.981.743 $+551.304 $
+22,7 %
12.430.439 $+2.430.439 $1
VANGUARD SPECIALIZED FUNDS→ 02.439.316 $+234.368 $
+10,6 %
12.699.218 $-1.816.220 $
-40,2 %
12.760.657 $+2.309.128 $
+511,4 %
12.710.538 $+577.248 $
+27,1 %
1
ServiceNow, Inc.NOW→ 0Schwach265.971 $-18.823 $
-6,6 %
1284.794 $-183.355 $
-39,2 %
1468.149 $-2.100.352 $
-81,8 %
12.568.501 $-358.443 $
-12,2 %
1
NXP Semiconductors N.V.NXPI→ 0Neutral352.412 $+81.926 $
+30,3 %
1270.486 $-190.767 $
-41,4 %
1461.253 $-1.970.676 $
-81,0 %
12.431.929 $+327.870 $
+15,6 %
1
Arthur J. Gallagher & Co.AJG→ 0Neutral358.129 $-2.708 $
-0,8 %
1360.837 $-227.152 $
-38,6 %
1587.989 $-1.826.146 $
-75,6 %
12.414.135 $+230.281 $
+10,5 %
1
Franklin Templeton ETF Trust→ 02.323.293 $+23.964 $
+1,0 %
12.299.329 $+15.411 $
+0,7 %
12.283.918 $+12.562 $
+0,6 %
12.271.356 $+575.859 $
+34,0 %
1
PACCAR INCPCAR→ 0Sehr stark600.120 $+17.168 $
+2,9 %
1582.952 $-93.513 $
-13,8 %
1676.465 $-1.600.449 $
-70,3 %
12.276.914 $+369.637 $
+19,4 %
1
Invesco Exchange-Traded Fund Trust II→ 02.244.777 $+45.818 $
+2,1 %
12.198.959 $+24.514 $
+1,1 %
12.174.445 $+15.624 $
+0,7 %
12.158.821 $+586.314 $
+37,3 %
1
VANGUARD MUN BD FDS→ 02.204.948 $-6.283.951 $
-74,0 %
12.179.324 $-5.197.469 $
-70,5 %
12.154.056 $-556.482 $
-20,5 %
12.133.290 $-5.727.653 $
-72,9 %
1
AXON ENTERPRISE, INC.AXON→ 0Neutral1.377.419 $+246.894 $
+21,8 %
11.130.525 $-562.474 $
-33,2 %
11.692.999 $-498.674 $
-22,8 %
12.191.673 $-436.209 $
-16,6 %
1
AMPHENOL CORP /DE/APH→ 0Stark2.150.399 $+587.449 $
+37,6 %
11.562.950 $+8.840 $
+0,6 %
11.554.110 $+1.554.110 $1
BOEING COBA→ 0Schwach445.977 $+18.813 $
+4,4 %
1427.164 $-29.706 $
-6,5 %
1456.870 $-1.169.890 $
-71,9 %
11.626.760 $+45.809 $
+2,9 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral1.320.695 $-204.260 $
-13,4 %
11.524.955 $+1.524.955 $1
SPDR SERIES TRUST→ 01.486.576 $+195.670 $
+15,2 %
11.290.906 $-52.216 $
-3,9 %
11.343.122 $+33.969 $
+2,6 %
11.309.153 $+97.043 $
+8,0 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 01.388.875 $+300.294 $
+27,6 %
11.088.581 $-71.127 $
-6,1 %
11.159.708 $-46.136 $
-3,8 %
11.205.844 $+100.658 $
+9,1 %
1
ORACLE CORPORCL→ 0Stark897.765 $-22.702 $
-2,5 %
1920.467 $-286.026 $
-23,7 %
11.206.493 $+865.911 $
+254,2 %
1340.582 $+71.011 $
+26,3 %
1
Eaton Corp plcETN→ 0Neutral422.711 $+67.902 $
+19,1 %
1354.809 $+27.062 $
+8,3 %
1327.747 $-765.812 $
-70,0 %
11.093.559 $-154.121 $
-12,4 %
1
STARBUCKS CORPSBUX→ 0Schwach994.096 $+146.720 $
+17,3 %
1847.376 $+34.101 $
+4,2 %
1813.275 $-50.215 $
-5,8 %
1863.490 $-94.387 $
-9,9 %
1
Adaptive Biotechnologies CorpADPT→ 0Neutral888.030 $+313.398 $
+54,5 %
1574.632 $-97.704 $
-14,5 %
1672.336 $-100.348 $
-13,0 %
1772.684 $+170.961 $
+28,4 %
1
Robinhood Markets, Inc.HOOD→ 0Schwach715.900 $+245.128 $
+52,1 %
1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark663.809 $+102.798 $
+18,3 %
1561.011 $-19.467 $
-3,4 %
1580.478 $-103.890 $
-15,2 %
1684.368 $+28.915 $
+4,4 %
1
Arista Networks, Inc.ANET→ 0Neutral667.798 $+172.135 $
+34,7 %
1495.663 $-44.836 $
-8,3 %
1540.499 $-64.926 $
-10,7 %
1605.425 $+207.541 $
+52,2 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral622.924 $+26.379 $
+4,4 %
1596.545 $-29.193 $
-4,7 %
1625.738 $-14.189 $
-2,2 %
1639.927 $+12.857 $
+2,1 %
1
MICRON TECHNOLOGY INCMU→ 0Sehr stark575.991 $+575.991 $1
COMFORT SYSTEMS USA INCFIX→ 0Stark539.090 $+130.909 $
+32,1 %
1408.181 $+46.064 $
+12,7 %
1362.117 $-78.529 $
-17,8 %
1440.646 $+172.005 $
+64,0 %
1
REGAL REXNORD CORPRRX→ 0Stark534.260 $+105.996 $
+24,8 %
1428.264 $+107.352 $
+33,5 %
1320.912 $-7.135 $
-2,2 %
1328.047 $-3.477 $
-1,0 %
1
Interactive Brokers Group, Inc.IBKR→ 0Stark481.070 $+108.429 $
+29,1 %
1372.641 $+4.723 $
+1,3 %
1367.918 $-98.958 $
-21,2 %
1466.876 $+203.069 $
+77,0 %
1
BROADRIDGE FINANCIAL SOLUTIONS, INC.BR→ 0Sehr stark273.900 $-51.060 $
-15,7 %
1324.960 $-121.380 $
-27,2 %
1446.340 $-30.000 $
-6,3 %
1476.340 $-9.720 $
-2,0 %
1
HOME DEPOT, INC.HD→ 0Stark253.630 $+17.109 $
+7,2 %
1236.521 $-10.594 $
-4,3 %
1247.115 $-209.594 $
-45,9 %
1456.709 $+37.952 $
+9,1 %
1
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA→ 0448.733 $+62.433 $
+16,2 %
1386.300 $-14.495 $
-3,6 %
1400.795 $-18.890 $
-4,5 %
1419.685 $+20.897 $
+5,2 %
1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral416.917 $+132.931 $
+46,8 %
1283.986 $-92.277 $
-24,5 %
1376.263 $-6.209 $
-1,6 %
1382.472 $+27.371 $
+7,7 %
1
DECKERS OUTDOOR CORPDECK→ 0Sehr stark215.426 $-196.035 $
-47,6 %
1411.461 $+55.148 $
+15,5 %
1
CHIPOTLE MEXICAN GRILL INCCMG→ 0Schwach404.758 $-103.349 $
-20,3 %
1
SHOPIFY INC.SHOP→ 0Neutral280.883 $-9.143 $
-3,2 %
1290.026 $-103.546 $
-26,3 %
1393.572 $+30.221 $
+8,3 %
1363.351 $+98.046 $
+37,0 %
1
CELESTICA INCCLS→ 0Sehr schwach377.203 $+100.312 $
+36,2 %
1276.891 $-26.109 $
-8,6 %
1303.000 $-79.628 $
-20,8 %
1382.628 $+136.130 $
+55,2 %
1
SELECT SECTOR SPDR TRUST→ 0335.186 $+23.721 $
+7,6 %
1311.465 $-29.809 $
-8,7 %
1341.274 $-30.168 $
-8,1 %
1371.442 $+34.580 $
+10,3 %
1
Datadog, Inc.DDOG→ 0Neutral359.818 $+124.072 $
+52,6 %
1235.746 $-25.558 $
-9,8 %
1261.304 $+52.018 $
+24,9 %
1
AbbVie Inc.ABBV→ 0Neutral319.834 $+44.164 $
+16,0 %
1275.670 $-13.942 $
-4,8 %
1289.612 $-10.579 $
-3,5 %
1300.191 $+56.194 $
+23,0 %
1
Howmet Aerospace Inc.HWM→ 0Neutral316.448 $+67.782 $
+27,3 %
1248.666 $-31.186 $
-11,1 %
1279.852 $+11.998 $
+4,5 %
1267.854 $+51.571 $
+23,8 %
1
MORGAN STANLEYMS→ 0Neutral267.780 $-11.002 $
-3,9 %
1278.782 $-36.689 $
-11,6 %
1315.471 $+1.048 $
+0,3 %
1314.423 $+36.224 $
+13,0 %
1
STRYKER CORPSYK→ 0Neutral247.917 $-10.129 $
-3,9 %
1258.046 $-17.325 $
-6,3 %
1275.371 $-37.215 $
-11,9 %
1312.586 $-24.039 $
-7,1 %
1
DONALDSON Co INCDCI→ 0Stark312.579 $+17.062 $
+5,8 %
1295.517 $-13.197 $
-4,3 %
1308.714 $+23.712 $
+8,3 %
1285.002 $+43.525 $
+18,0 %
1
MCDONALDS CORPMCD→ 0Neutral256.795 $-38.492 $
-13,0 %
1295.287 $+4.902 $
+1,7 %
1290.385 $+62.432 $
+27,4 %
1227.953 $+8.791 $
+4,0 %
1
UNITED RENTALS, INC.URI→ 0Stark286.621 $+80.244 $
+38,9 %
1206.377 $-34.197 $
-14,2 %
1240.574 $+240.574 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral280.414 $-38.349 $
-12,0 %
1
Merck & Co., Inc.MRK→ 0Neutral273.834 $+17.496 $
+6,8 %
1256.338 $+32.029 $
+14,3 %
1224.309 $+224.309 $1
Tesla, Inc.TSLA→ 0Schwach232.592 $+27.014 $
+13,1 %
1205.578 $-41.318 $
-16,7 %
1246.896 $+27.649 $
+12,6 %
1219.247 $+219.247 $1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral240.670 $-21.778 $
-8,3 %
1
Dell Technologies Inc.DELL→ 0Neutral238.597 $+238.597 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral238.173 $+238.173 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach225.812 $-12.045 $
-5,1 %
1237.857 $+11.283 $
+5,0 %
1226.574 $-18.388 $
-7,5 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark211.839 $+211.839 $1
VANGUARD WHITEHALL FDS→ 0209.548 $-4.978.295 $
-96,0 %
1
LOWES COMPANIES INCLOW→ 0Neutral207.521 $-79.747 $
-27,8 %
1
BLUE OWL CAPITAL INC.OWL→ 0Neutral205.666 $+205.666 $1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral205.285 $+205.285 $1
266.422.679 $+33.756.959 $
+71,3 %
78230.201.803 $-21.682.853 $
-7,8 %
68243.577.699 $+7.603.425 $
+21,7 %
67243.439.797 $+28.326.884 $
+33,0 %
71
Erweitert ×