Investments: Fulcrum Equity Management

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Fulcrum Equity Management
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
128.620.544 $+39.346.943 $
+74,4 %
9897.808.801 $-6.864.549 $
+9,1 %
85100.526.811 $+14.503.252 $
+95,9 %
8288.069.869 $+10.199.153 $
+35,3 %
62
SELECT SECTOR SPDR TRUST→ 016.963.449 $+1.045.200 $
+6,6 %
115.918.249 $+469.929 $
+3,0 %
115.448.320 $+123.083 $
+0,8 %
115.325.237 $+1.485.851 $
+10,7 %
1
iSHARES TRUST→ 016.423.793 $+3.637.395 $
+28,4 %
112.786.398 $-2.084.651 $
-14,0 %
114.871.049 $-269.292 $
-1,8 %
115.140.341 $-591.908 $
-3,8 %
1
Tesla, Inc.TSLA→ 0Neutral10.981.025 $+9.276.262 $
+544,1 %
11.704.763 $+578.664 $
+51,4 %
11.126.099 $+501.712 $
+80,4 %
1624.387 $+138.050 $
+28,4 %
1
ISHARES INC→ 09.360.347 $+8.925.245 $
+2.051,3 %
18.315.484 $-265.604 $
-3,1 %
18.581.088 $+8.249.281 $
+2.486,2 %
18.386.620 $+7.576.703 $
+935,5 %
1
ISHARES TR→ 02.316.867 $+2.069.975 $
+838,4 %
11.916.139 $+1.230.919 $
+179,6 %
14.576.689 $+4.318.480 $
+1.672,5 %
15.744.206 $-2.079.795 $
-26,6 %
1
SPDR SERIES TRUST→ 05.142.513 $+1.961.296 $
+61,7 %
13.181.217 $+1.055.683 $
+49,7 %
12.125.534 $-1.504.703 $
-41,4 %
13.630.237 $-447.912 $
-11,0 %
1
ONEOK INC /NEW/OKE→ 0Stark4.514.614 $-145.007 $
-3,1 %
14.659.621 $+919.243 $
+24,6 %
13.740.378 $+90.307 $
+2,5 %
13.650.071 $-367.209 $
-9,1 %
1
NVIDIA CORPNVDA→ 0Neutral4.503.346 $+537.832 $
+13,6 %
13.965.514 $+28.678 $
+0,7 %
13.936.836 $+1.561.192 $
+65,7 %
12.375.644 $+635.637 $
+36,5 %
1
SCHWAB STRATEGIC TRUST→ 03.751.166 $+43.961 $
+1,2 %
13.707.205 $+1.293.711 $
+53,6 %
12.413.494 $-161.167 $
-6,3 %
12.574.661 $+239.989 $
+10,3 %
1
Apple Inc.AAPL→ 0Neutral3.076.396 $+430.398 $
+16,3 %
12.645.998 $+153.516 $
+6,2 %
12.492.482 $+1.288.936 $
+107,1 %
11.203.546 $+306.915 $
+34,2 %
1
COZAD ASSET MANAGEMENT INC→ 02.716.520 $+2.365.562 $
+674,0 %
1350.958 $-826.016 $
-70,2 %
11.176.974 $-788.194 $
-40,1 %
11.965.168 $-174.463 $
-8,2 %
1
Alphabet Inc.GOOGL→ 0Stark2.477.026 $+798.152 $
+47,5 %
11.678.874 $-338.605 $
-16,8 %
12.017.479 $+1.321.912 $
+190,0 %
1695.567 $+231.626 $
+49,9 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.020.575 $+89.399 $
+4,6 %
11.931.176 $-95.006 $
-4,7 %
12.026.182 $-180.344 $
-8,2 %
12.206.526 $+60.394 $
+2,8 %
1
Walmart Inc.WMT→ 0Stark1.914.056 $-177.871 $
-8,5 %
12.091.927 $+222.991 $
+11,9 %
11.868.936 $+248.081 $
+15,3 %
11.620.855 $+86.402 $
+5,6 %
1
MICROSOFT CORPMSFT→ 0Neutral1.460.818 $+232.306 $
+18,9 %
11.228.512 $-497.229 $
-28,8 %
11.725.741 $+1.229.467 $
+247,7 %
1496.274 $+80.371 $
+19,3 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 01.720.937 $+93.783 $
+5,8 %
11.627.154 $+138.939 $
+9,3 %
1
AMAZON COM INCAMZN→ 0Neutral1.539.676 $+122.190 $
+8,6 %
11.417.486 $-227.337 $
-13,8 %
11.644.823 $+832.853 $
+102,6 %
1811.970 $-45.187 $
-5,3 %
1
ASML HOLDING NVASML→ 0Sehr stark1.408.524 $+515.643 $
+57,8 %
1892.881 $+215.660 $
+31,8 %
1677.221 $+144.771 $
+27,2 %
1532.450 $+532.450 $1
Broadcom Inc.AVGO→ 0Neutral1.385.253 $+418.392 $
+43,3 %
1966.861 $-91.780 $
-8,7 %
11.058.641 $+521.367 $
+97,0 %
1537.274 $-187.262 $
-25,8 %
1
BlackRock ETF Trust→ 0915.129 $+141.140 $
+18,2 %
1773.989 $-459.888 $
-37,3 %
11.233.877 $-66.536 $
-5,1 %
11.300.413 $+590.913 $
+83,3 %
1
JPMORGAN CHASE & COJPM→ 0Neutral1.229.871 $+127.948 $
+11,6 %
11.101.923 $-81.913 $
-6,9 %
11.183.836 $+711.006 $
+150,4 %
1472.830 $+29.268 $
+6,6 %
1
Meta Platforms, Inc.META→ 0Neutral785.286 $-72.416 $
-8,4 %
1857.702 $-360.975 $
-29,6 %
11.218.677 $+557.632 $
+84,4 %
1661.045 $-16.592 $
-2,4 %
1
GE Vernova Inc.GEV→ 0Sehr stark1.183.084 $+336.371 $
+39,7 %
1846.713 $+214.057 $
+33,8 %
1632.656 $+46.041 $
+7,8 %
1586.615 $+88.685 $
+17,8 %
1
Invesco Ltd.IVZ→ 0Sehr stark1.129.254 $-3.716.176 $
-76,7 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral1.128.708 $+888.661 $
+370,2 %
1240.047 $+240.047 $1
Nebius Group N.V.NBIS→ 0Neutral1.073.473 $+790.519 $
+279,4 %
1282.954 $+44.729 $
+18,8 %
1238.225 $+238.225 $1
KCM INVESTMENT ADVISORS LLC→ 0919.651 $+233.652 $
+34,1 %
1685.999 $-371.106 $
-35,1 %
11.057.105 $+259.436 $
+32,5 %
1797.669 $+479.900 $
+151,0 %
1
SVB WEALTH LLC→ 0344.070 $-694.380 $
-66,9 %
11.038.450 $+1.038.450 $1
ELI LILLY & CoLLY→ 0Neutral1.002.678 $+160.666 $
+19,1 %
1842.012 $+20.990 $
+2,6 %
1821.022 $+517.699 $
+170,7 %
1303.323 $+303.323 $1
MAI Capital Management→ 0752.411 $+535.662 $
+247,1 %
1216.749 $-335.922 $
-60,8 %
1552.671 $-399.571 $
-42,0 %
1952.242 $+952.242 $1
Tidal Trust I→ 0482.465 $+199.009 $
+70,2 %
1283.456 $-656.632 $
-69,8 %
1940.088 $+940.088 $1
LOWES COMPANIES INCLOW→ 0Neutral785.205 $-52.072 $
-6,2 %
1837.277 $-13.009 $
-1,5 %
1850.286 $-18.386 $
-2,1 %
1868.672 $+105.488 $
+13,8 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark868.332 $+457.159 $
+111,2 %
1411.173 $+153.155 $
+59,4 %
1258.018 $+258.018 $1
Ancora Advisors LLC→ 0348.558 $-187.960 $
-35,0 %
1536.518 $+277.605 $
+107,2 %
1258.913 $-608.675 $
-70,2 %
1867.588 $+645.403 $
+290,5 %
1
Innovator ETFs Trust→ 0859.952 $+859.952 $1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark820.943 $+430.611 $
+110,3 %
1390.332 $+91.912 $
+30,8 %
1298.420 $+298.420 $1
RENAISSANCE CAP GREENWICH FD→ 0809.917 $-4.934.289 $
-85,9 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 0327.579 $-469.367 $
-58,9 %
1796.946 $+361.640 $
+83,1 %
1435.306 $+75.496 $
+21,0 %
1
Sila Realty Trust, Inc.SILA→ 0729.391 $+14.312 $
+2,0 %
1715.079 $-51.684 $
-6,7 %
1766.763 $+46.515 $
+6,5 %
1
EXXON MOBIL CORPXOM→ 0Stark591.469 $-158.791 $
-21,2 %
1750.260 $+239.773 $
+47,0 %
1510.487 $+80.062 $
+18,6 %
1430.425 $+19.063 $
+4,6 %
1
LAM RESEARCH CORPLRCX→ 0Stark728.452 $+350.695 $
+92,8 %
1377.757 $+145.979 $
+63,0 %
1231.778 $+231.778 $1
COMMONWEALTH EQUITY SERVICES, LLC→ 0720.096 $+517.893 $
+256,1 %
1
BlackRock Finance, Inc.→ 0708.779 $+189.160 $
+36,4 %
1519.619 $+519.619 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral699.229 $+101.765 $
+17,0 %
1597.464 $-7.335 $
-1,2 %
1604.799 $+277.499 $
+84,8 %
1327.300 $+36.415 $
+12,5 %
1
INVESCO EXCHANGE TRADED FD T→ 0435.102 $-1.881.765 $
-81,2 %
1685.220 $+445.252 $
+185,5 %
1304.385 $-4.272.304 $
-93,3 %
1
AMPHENOL CORP /DE/APH→ 0Neutral676.074 $+94.084 $
+16,2 %
1581.990 $+22.916 $
+4,1 %
1559.074 $+218.514 $
+64,2 %
1340.560 $+57.049 $
+20,1 %
1
iShares Silver TrustSLV→ 0495.400 $-140.687 $
-22,1 %
1636.087 $+39.687 $
+6,7 %
1596.400 $+596.400 $1
ASSETMARK, INC→ 0543.880 $-32.841 $
-5,7 %
1576.721 $-50.531 $
-8,1 %
1627.252 $+627.252 $1
APPLIED OPTOELECTRONICS, INC.AAOI→ 0Neutral623.161 $+623.161 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark552.045 $-55.874 $
-9,2 %
1607.919 $+87.869 $
+16,9 %
1520.050 $+165.481 $
+46,7 %
1354.569 $-89.985 $
-20,2 %
1
MICRON TECHNOLOGY INCMU→ 0Stark601.385 $+601.385 $1
FIRST TRUST EXCHANGE-TRADED FUND VI→ 0542.309 $-52.283 $
-8,8 %
1594.592 $+251.058 $
+73,1 %
1343.534 $+343.534 $1
abrdn Precious Metals Basket ETF TrustGLTR→ 0439.289 $-91.107 $
-17,2 %
1530.396 $+31.816 $
+6,4 %
1498.580 $+498.580 $1
Duke Energy CORPDUK→ 0Neutral506.063 $-14.003 $
-2,7 %
1520.066 $+57.410 $
+12,4 %
1462.656 $-22.345 $
-4,6 %
1485.001 $+25.650 $
+5,6 %
1
American Healthcare REIT, Inc.AHR→ 0Schwach516.754 $+49.634 $
+10,6 %
1467.120 $+991 $
+0,2 %
1466.129 $+50.020 $
+12,0 %
1416.109 $+52.199 $
+14,3 %
1
INVESCO EXCHANGE-TRADED FUND TRUST→ 0500.394 $+500.394 $1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC→ 0494.126 $+195.507 $
+65,5 %
1298.619 $-11.853 $
-3,8 %
1310.472 $+310.472 $1
AST SpaceMobile, Inc.ASTS→ 0Neutral482.510 $+143.240 $
+42,2 %
1339.270 $+339.270 $1
Palantir Technologies Inc.PLTR→ 0Neutral481.730 $+153.039 $
+46,6 %
1328.691 $-96.665 $
-22,7 %
1425.356 $+135.673 $
+46,8 %
1289.683 $+289.683 $1
AbbVie Inc.ABBV→ 0Neutral322.799 $+28.151 $
+9,6 %
1294.648 $-4.868 $
-1,6 %
1299.516 $-149.711 $
-33,3 %
1449.227 $-189.844 $
-29,7 %
1
Managed Portfolio Series→ 0392.660 $-46.294 $
-10,5 %
1438.954 $+6.877 $
+1,6 %
1432.077 $+8.202 $
+1,9 %
1423.875 $+44.855 $
+11,8 %
1
GENERAL ELECTRIC COGE→ 0Neutral432.059 $+83.013 $
+23,8 %
1349.046 $-5.805 $
-1,6 %
1354.851 $+134.049 $
+60,7 %
1220.802 $+220.802 $1
Palo Alto Networks IncPANW→ 0Neutral416.726 $+416.726 $1
Marvell Technology, Inc.MRVL→ 0Neutral413.769 $+212.598 $
+105,7 %
1201.171 $+201.171 $1
VISA INC.V→ 0Neutral388.092 $+52.874 $
+15,8 %
1335.218 $-73.377 $
-18,0 %
1408.595 $+408.595 $1
ISHARES GOLD TRUSTIAU→ 0344.326 $-57.684 $
-14,3 %
1402.010 $+39.505 $
+10,9 %
1362.505 $+362.505 $1
Arista Networks, Inc.ANET→ 0Neutral338.741 $+95.268 $
+39,1 %
1243.473 $-157.610 $
-39,3 %
1401.083 $+169.987 $
+73,6 %
1231.096 $+231.096 $1
NETFLIX INCNFLX→ 0Stark392.388 $-8.624 $
-2,2 %
1401.012 $+173.217 $
+76,0 %
1227.795 $-29.318 $
-11,4 %
1
Liquidia CorpLQDA→ 0Sehr schwach399.049 $+399.049 $1
Johnson Controls International plcJCI→ 0Neutral388.945 $+37.213 $
+10,6 %
1351.732 $+34.275 $
+10,8 %
1317.457 $+83.593 $
+35,7 %
1233.864 $+9.210 $
+4,1 %
1
SPDR GOLD TRUSTGLD→ 0329.700 $-55.410 $
-14,4 %
1385.110 $+30.413 $
+8,6 %
1354.697 $+354.697 $1
ROYAL BANK OF CANADARY→ 0383.929 $+85.283 $
+28,6 %
1298.646 $-11.816 $
-3,8 %
1310.462 $+55.304 $
+21,7 %
1255.158 $+27.313 $
+12,0 %
1
DoorDash, Inc.DASH→ 0Schwach308.903 $+79.173 $
+34,5 %
1229.730 $-84.171 $
-26,8 %
1313.901 $-68.517 $
-17,9 %
1382.418 $+77.732 $
+25,5 %
1
ORACLE CORPORCL→ 0Neutral302.640 $+43.866 $
+17,0 %
1258.774 $-118.962 $
-31,5 %
1377.736 $+28.436 $
+8,1 %
1349.300 $+78.636 $
+29,1 %
1
VANGUARD GROUP INC→ 0352.021 $+5.555 $
+1,6 %
1346.466 $+38.620 $
+12,5 %
1
Dell Technologies Inc.DELL→ 0Stark346.101 $+346.101 $1
ETFIS SER TR I→ 0239.968 $-8.075.516 $
-97,1 %
1331.807 $+27.422 $
+9,0 %
1
INTEL CORPINTC→ 0Neutral321.847 $+321.847 $1
NOVO NORDISK A SNVO→ 0Schwach240.866 $-79.311 $
-24,8 %
1320.177 $+320.177 $1
HSBC HOLDINGS PLCHSBC→ 0318.742 $+42.236 $
+15,3 %
1276.506 $+12.804 $
+4,9 %
1263.702 $+32.804 $
+14,2 %
1230.898 $+230.898 $1
DF DENT & CO INC→ 0317.394 $+24.287 $
+8,3 %
1293.107 $+293.107 $1
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND→ 0249.459 $-65.233 $
-20,7 %
1314.692 $+314.692 $1
TOWER SEMICONDUCTOR LTDTSEM→ 0312.768 $+312.768 $1
COCA COLA COKO→ 0Stark306.941 $+10.271 $
+3,5 %
1296.670 $+25.979 $
+9,6 %
1270.691 $+270.691 $1
ALKAMI TECHNOLOGY, INC.ALKT→ 0Neutral305.322 $+41.282 $
+15,6 %
1264.040 $+264.040 $1
TotalEnergies SETTE→ 0259.952 $-44.194 $
-14,5 %
1304.146 $+85.447 $
+39,1 %
1218.699 $+218.699 $1
Tidal Trust III→ 0302.233 $+302.233 $1
Banco Santander, S.A.SAN→ 0288.323 $+52.650 $
+22,3 %
1235.673 $-9.402 $
-3,8 %
1245.075 $+88.221 $
+56,2 %
1156.854 $+32.628 $
+26,3 %
1
World Gold TrustGLDM→ 0276.001 $-7.017 $
-2,5 %
1283.018 $+283.018 $1
NOVARTIS AGNVS→ 0282.880 $+7.166 $
+2,6 %
1275.714 $+26.859 $
+10,8 %
1248.855 $+24.563 $
+11,0 %
1224.292 $+12.646 $
+6,0 %
1
QUANTA SERVICES, INC.PWR→ 0Stark275.778 $+275.778 $1
Rocket Lab CorpRKLB→ 0Sehr schwach270.897 $+270.897 $1
CISCO SYSTEMS, INC.CSCO→ 0Stark269.715 $-40.019 $
-12,9 %
1
EMCOR Group, Inc.EME→ 0Stark265.569 $+21.185 $
+8,7 %
1244.384 $+244.384 $1
Mastercard IncMA→ 0Neutral203.411 $-9.457 $
-4,4 %
1212.868 $-52.591 $
-19,8 %
1265.459 $+265.459 $1
ENBRIDGE INCENB→ 0Stark260.750 $+337 $
+0,1 %
1260.413 $+34.942 $
+15,5 %
1225.471 $+15.709 $
+7,5 %
1209.762 $+209.762 $1
GLOBAL X FDS→ 0258.209 $-8.128.411 $
-96,9 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark207.085 $-42.560 $
-17,0 %
1249.645 $+45.914 $
+22,5 %
1203.731 $-2.438 $
-1,2 %
1206.169 $-1.960 $
-0,9 %
1
FIRST TR EXCHANGE-TRADED ALP→ 0246.892 $-1.669.247 $
-87,1 %
1
VANGUARD WELLINGTON FUND→ 0244.520 $+244.520 $1
NEWMONT Corp /DE/NEM→ 0Sehr stark242.747 $+26.421 $
+12,2 %
1216.326 $+216.326 $1
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/CM→ 0242.535 $+242.535 $1
Sprott Physical Gold & Silver TrustCEF→ 0239.459 $+239.459 $1
CHUNGHWA TELECOM CO LTDCHT→ 0237.853 $+10.855 $
+4,8 %
1226.998 $+2.848 $
+1,3 %
1224.150 $-10.264 $
-4,4 %
1234.414 $-16.068 $
-6,4 %
1
Coterra Energy Inc.CTRA→ 0236.256 $+236.256 $1
Philip Morris International Inc.PM→ 0Neutral227.042 $+19.706 $
+9,5 %
1207.336 $+6.194 $
+3,1 %
1201.142 $-15.411 $
-7,1 %
1
CITIGROUP INCC→ 0Neutral225.476 $+225.476 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0220.581 $+220.581 $1
BROOKFIELD Corp /ON/BN→ 0206.476 $-13.658 $
-6,2 %
1220.134 $+815 $
+0,4 %
1219.319 $+219.319 $1
HOLLENCREST CAPITAL MANAGEMENT→ 0216.031 $+216.031 $1
CASEYS GENERAL STORES INCCASY→ 0Neutral212.545 $+212.545 $1
ENTEGRIS INCENTG→ 0Neutral208.098 $+208.098 $1
ANALOG DEVICES INCADI→ 0Neutral206.926 $+206.926 $1
Fox CorpFOXA→ 0Neutral206.715 $+206.715 $1
Spotify Technology S.A.SPOT→ 0Schwach205.212 $-21.921 $
-9,7 %
1
RTX CorpRTX→ 0Neutral200.355 $-3.347 $
-1,6 %
1203.702 $-21.899 $
-9,7 %
1
KLA CORPKLAC→ 0Stark203.367 $+203.367 $1
CINTAS CORPCTAS→ 0Neutral203.314 $+203.314 $1
Howmet Aerospace Inc.HWM→ 0Neutral203.264 $+203.264 $1
Aurinia Pharmaceuticals Inc.AUPH→ 0Stark114.666 $+114.666 $1
Keel Infrastructure Corp.BITF→ 059.475 $-52.385 $
-46,8 %
1111.860 $+79.393 $
+244,5 %
132.467 $+32.467 $1
128.620.544 $+39.346.943 $
+74,4 %
9897.808.801 $-6.864.549 $
+9,1 %
85100.526.811 $+14.503.252 $
+95,9 %
8288.069.869 $+10.199.153 $
+35,3 %
62
Erweitert ×