Investments: Bellwether Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Bellwether 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
465.199.084 $+46.213.179 $
+3.863,1 %
93422.353.964 $+54.543.380 $
+71.256,6 %
72410.738.865 $+48.803.061 $
+30.056,1 %
79
SELECT SECTOR SPDR TRUST→ 0150.967.331 $+33.497.809 $
+28,5 %
1117.469.522 $+987.076 $
+0,8 %
1116.482.446 $-8.014.015 $
-6,4 %
1
Innovator ETFs Trust→ 052.392.553 $+857.982 $
+1,7 %
151.534.571 $+4.446.939 $
+9,4 %
147.087.632 $+3.888.981 $
+9,0 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 09.322.448 $-41.405.651 $
-81,6 %
150.728.099 $+50.726.971 $
+4.497.071,9 %
1
ISHARES TR→ 023.883.474 $+654.305 $
+2,8 %
123.229.169 $+20.868.011 $
+883,8 %
122.620.813 $+20.528.994 $
+981,4 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral14.533.178 $-1.646.120 $
-10,2 %
116.179.298 $-311.622 $
-1,9 %
1
Brookstone Capital Management→ 015.058.243 $-564.235 $
-3,6 %
115.622.478 $+2.017.060 $
+14,8 %
113.605.418 $+348.433 $
+2,6 %
1
Broadcom Inc.AVGO→ 0Stark11.080.882 $-4.469.794 $
-28,7 %
115.550.676 $+744.671 $
+5,0 %
114.806.005 $+1.113.452 $
+8,1 %
1
iSHARES TRUST→ 012.746.497 $+9.754 $
+0,1 %
112.736.743 $+104.194 $
+0,8 %
112.632.549 $-228.230 $
-1,8 %
1
SPDR GOLD TRUSTGLD→ 011.671.616 $+11.634.732 $
+31.544,1 %
1
Palantir Technologies Inc.PLTR→ 0Neutral2.419.910 $-6.530.691 $
-73,0 %
18.950.601 $-2.376.769 $
-21,0 %
111.327.370 $+2.972.317 $
+35,6 %
1
NVIDIA CORPNVDA→ 0Neutral3.142.586 $-3.958.666 $
-55,7 %
17.101.252 $-4.113.951 $
-36,7 %
111.215.203 $+1.880.156 $
+20,1 %
1
Roblox CorpRBLX→ 0Neutral2.374.422 $-7.753.883 $
-76,6 %
110.128.305 $+1.313.387 $
+14,9 %
1
WESTERN DIGITAL CORPWDC→ 0Stark8.501.230 $+5.444.643 $
+178,1 %
13.056.587 $+3.056.587 $1
ISHARES GOLD TRUSTIAU→ 07.032.171 $+7.032.171 $1
AbbVie Inc.ABBV→ 0Neutral6.874.206 $+1.683.599 $
+32,4 %
15.190.607 $-54.469 $
-1,0 %
15.245.076 $+1.043.567 $
+24,8 %
1
Alphabet Inc.GOOGL→ 0Neutral5.056.735 $-1.386.977 $
-21,5 %
16.443.712 $+2.566.203 $
+66,2 %
13.877.509 $+2.969.360 $
+327,0 %
1
ROYAL CARIBBEAN CRUISES LTDRCL→ 0Neutral5.976.846 $-3.680.078 $
-38,1 %
1
MICROSOFT CORPMSFT→ 0Neutral3.590.516 $-1.330.317 $
-27,0 %
14.920.833 $-932.240 $
-15,9 %
15.853.073 $-214.826 $
-3,5 %
1
Viking Holdings LtdVIK→ 01.727.221 $-4.024.497 $
-70,0 %
15.751.718 $+3.571.394 $
+163,8 %
12.180.324 $+2.180.324 $1
UNITED RENTALS, INC.URI→ 0Stark4.256.976 $-471.881 $
-10,0 %
14.728.857 $-915.093 $
-16,2 %
15.643.950 $+1.104.715 $
+24,3 %
1
NETFLIX INCNFLX→ 0Neutral223.524 $-5.319.083 $
-96,0 %
15.542.607 $+2.383.599 $
+75,5 %
1
TAKE TWO INTERACTIVE SOFTWARE INCTTWO→ 0Neutral2.893.651 $-2.557.745 $
-46,9 %
15.451.396 $+2.715.691 $
+99,3 %
1
Spotify Technology S.A.SPOT→ 0Neutral5.184.046 $+2.311.125 $
+80,4 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark5.040.208 $+5.040.208 $1
ORACLE CORPORCL→ 0Stark636.398 $-287.475 $
-31,1 %
1923.873 $-3.912.049 $
-80,9 %
14.835.922 $+3.896.250 $
+414,6 %
1
Reddit, Inc.RDDT→ 0Schwach4.741.988 $+2.573.642 $
+118,7 %
12.168.346 $+2.168.346 $1
CATERPILLAR INCCAT→ 0Sehr stark4.717.635 $+649.685 $
+16,0 %
14.067.950 $+1.697.469 $
+71,6 %
12.370.481 $+2.316.132 $
+4.261,6 %
1
EchoStar CORPSATS→ 0Schwach4.491.625 $+898.873 $
+25,0 %
13.592.752 $+3.592.752 $1
DOW INC.DOW→ 0Sehr stark4.450.552 $+4.446.236 $
+103.017,5 %
1
GE Vernova Inc.GEV→ 0Neutral4.437.733 $-1.386.092 $
-23,8 %
1
LOEWS CORPL→ 0Sehr stark4.412.952 $+4.412.952 $1
CINTAS CORPCTAS→ 0Stark4.410.832 $-3.338.135 $
-43,1 %
1
EMCOR Group, Inc.EME→ 0Neutral3.583.757 $+1.673.749 $
+87,6 %
11.910.008 $-2.466.593 $
-56,4 %
14.376.601 $-1.415.723 $
-24,4 %
1
Coupang, Inc.CPNG→ 0Neutral4.277.899 $-4.213.814 $
-49,6 %
1
ROCKWELL AUTOMATION, INCROK→ 0Neutral4.273.934 $+2.036.243 $
+91,0 %
12.237.691 $+2.237.691 $1
AXON ENTERPRISE, INC.AXON→ 0Schwach4.260.629 $-1.575.520 $
-27,0 %
1
MERCADOLIBRE INCMELI→ 0Neutral4.239.209 $-3.962.362 $
-48,3 %
1
HEICO CORPHEI→ 0Neutral1.935.715 $-2.292.581 $
-54,2 %
14.228.296 $-1.385.424 $
-24,7 %
1
CARVANA CO.CVNA→ 0Neutral3.221.701 $-898.514 $
-21,8 %
14.120.215 $-3.593.473 $
-46,6 %
1
CINCINNATI FINANCIAL CORPCINF→ 0Neutral4.084.177 $+4.084.177 $1
CITIZENS FINANCIAL GROUP INC/RICFG→ 0Neutral4.008.755 $+4.008.755 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral3.795.957 $+3.795.957 $1
HUNTINGTON BANCSHARES INC /MD/HBAN→ 0Sehr stark3.616.981 $+3.612.657 $
+83.549,0 %
1
Ubiquiti Inc.UI→ 0Stark3.429.731 $+3.429.731 $1
AngloGold Ashanti PLCAU→ 03.084.657 $+3.084.657 $1
STEEL DYNAMICS INCSTLD→ 0Stark3.044.340 $+3.044.340 $1
NUCOR CORPNUE→ 0Stark3.004.062 $+3.004.062 $1
Apple Inc.AAPL→ 0Neutral2.637.934 $-300.896 $
-10,2 %
12.938.830 $+928.388 $
+46,2 %
1
SOUTHERN COPPER CORP/SCCO→ 0Schwach2.819.719 $+2.819.719 $1
Tesla, Inc.TSLA→ 0Schwach219.333 $-2.572.529 $
-92,1 %
12.791.862 $+2.490.342 $
+825,9 %
1301.520 $+102.347 $
+51,4 %
1
DOLLAR TREE, INC.DLTR→ 0Neutral1.594.137 $-1.193.393 $
-42,8 %
12.787.530 $+2.787.530 $1
TKO Group Holdings, Inc.TKO→ 0Schwach2.765.906 $+2.765.906 $1
RELIANCE, INC.RS→ 0Neutral2.722.819 $+2.722.819 $1
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKP→ 02.713.418 $+2.713.197 $
+1.227.691,0 %
1
FASTENAL COFAST→ 0Stark498.893 $+23.834 $
+5,0 %
1475.059 $-2.192.227 $
-82,2 %
12.667.286 $+2.222.590 $
+499,8 %
1
ABBOTT LABORATORIESABT→ 0Neutral2.156.070 $-476.899 $
-18,1 %
12.632.969 $-223.241 $
-7,8 %
1
INTERNATIONAL PAPER CO /NEW/IP→ 0Stark2.614.525 $+2.604.363 $
+25.628,4 %
1
DEERE & CODE→ 0Neutral2.606.952 $+2.532.712 $
+3.411,5 %
1
Meta Platforms, Inc.META→ 0Neutral386.947 $-217.884 $
-36,0 %
1604.831 $-1.956.136 $
-76,4 %
12.560.967 $-605.602 $
-19,1 %
1
AMERIPRISE FINANCIAL INCAMP→ 0Stark342.748 $-2.193.576 $
-86,5 %
12.536.324 $-671.927 $
-20,9 %
1
ELECTRONIC ARTS INC.EA→ 02.509.350 $+2.509.031 $
+786.530,1 %
1
Interactive Brokers Group, Inc.IBKR→ 0Stark2.499.867 $-392.646 $
-13,6 %
1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Neutral2.150.630 $-270.660 $
-11,2 %
12.421.290 $+2.417.778 $
+68.843,3 %
1
O REILLY AUTOMOTIVE INCORLY→ 0Schwach2.389.501 $+2.243.490 $
+1.536,5 %
1
VISA INC.V→ 0Neutral249.046 $-97.455 $
-28,1 %
1346.501 $-2.038.380 $
-85,5 %
12.384.881 $-396.226 $
-14,2 %
1
ISHARES SP 500/BARRA GROWTH I→ 02.149.714 $-21.733.760 $
-91,0 %
12.361.158 $-20.259.655 $
-89,6 %
12.091.819 $+2.032.244 $
+3.411,2 %
1
GENERAL ELECTRIC COGE→ 0Stark1.996.038 $-320.276 $
-13,8 %
12.316.314 $-2.870.352 $
-55,3 %
1
PULTEGROUP INC/MI/PHM→ 0Neutral2.291.495 $+2.276.095 $
+14.779,8 %
1
ELI LILLY & CoLLY→ 0Neutral1.708.933 $-580.135 $
-25,3 %
12.289.068 $+2.195.524 $
+2.347,0 %
1
AMETEK INC/AME→ 0Neutral2.260.668 $+2.260.668 $1
NORTHROP GRUMMAN CORP /DE/NOC→ 0Stark2.234.376 $+2.198.877 $
+6.194,2 %
1
Howmet Aerospace Inc.HWM→ 0Neutral2.230.853 $+2.230.853 $1
Natera, Inc.NTRA→ 0Neutral2.175.439 $+2.175.439 $1
HCA Healthcare, Inc.HCA→ 0Stark1.897.692 $-256.867 $
-11,9 %
12.154.559 $+2.153.410 $
+187.416,0 %
1
Mastercard IncMA→ 0Neutral2.141.570 $-507.977 $
-19,2 %
1
CARDINAL HEALTH INCCAH→ 0Stark2.100.421 $+2.050.189 $
+4.081,4 %
1
EBAY INCEBAY→ 0Neutral2.025.366 $+2.012.782 $
+15.994,8 %
1
Match Group, Inc.MTCH→ 0Stark1.962.061 $+1.962.061 $1
S&P Global Inc.SPGI→ 0Stark1.898.656 $-765.213 $
-28,7 %
1
BRISTOL MYERS SQUIBB COBMY→ 0Neutral1.886.518 $+1.886.518 $1
Walmart Inc.WMT→ 0Stark1.855.128 $+1.408.708 $
+315,6 %
1446.420 $+75.610 $
+20,4 %
1370.810 $+23.104 $
+6,6 %
1
ZILLOW GROUP, INC.ZG→ 0Neutral1.757.511 $+1.757.511 $1
Parker-Hannifin CorpPH→ 0Neutral1.685.737 $+1.636.844 $
+3.347,8 %
1
TERADYNE, INCTER→ 0Neutral1.660.472 $+1.660.472 $1
CUMMINS INCCMI→ 0Stark1.657.640 $+1.612.772 $
+3.594,5 %
1
iShares, Inc.→ 01.642.431 $-7.975 $
-0,5 %
11.650.406 $+99.343 $
+6,4 %
11.551.063 $+66.688 $
+4,5 %
1
MICRON TECHNOLOGY INCMU→ 0Stark1.647.984 $+1.647.984 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark1.532.584 $-60.669 $
-3,8 %
11.593.253 $+30.532 $
+2,0 %
11.562.721 $+21.667 $
+1,4 %
1
CASEYS GENERAL STORES INCCASY→ 0Neutral1.563.443 $+1.549.666 $
+11.248,2 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral1.558.024 $+1.558.024 $1
INTEL CORPINTC→ 0Neutral1.511.453 $+1.511.453 $1
W.W. GRAINGER, INC.GWW→ 0Neutral1.445.323 $+1.027.576 $
+246,0 %
1417.747 $+23.222 $
+5,9 %
1394.525 $-35.094 $
-8,2 %
1
ON SEMICONDUCTOR CORPON→ 0Neutral1.435.306 $+1.435.306 $1
DOLLAR GENERAL CORPDG→ 0Neutral1.425.354 $+1.425.354 $1
SOUTHWEST AIRLINES COLUV→ 0Neutral1.355.375 $+1.325.660 $
+4.461,2 %
1
SCHWAB CHARLES CORPSCHW→ 0Sehr stark222.921 $-26.454 $
-10,6 %
1249.375 $-1.085.582 $
-81,3 %
11.334.957 $+1.119.357 $
+519,2 %
1
TAPESTRY, INC.TPR→ 0Sehr stark1.291.721 $+1.291.721 $1
Blackstone Inc.BX→ 0Neutral201.923 $-1.083.382 $
-84,3 %
11.285.305 $+1.115.233 $
+655,7 %
1
DARDEN RESTAURANTS INCDRI→ 0Neutral1.265.242 $+1.265.242 $1
KKR & Co. Inc.KKR→ 0Schwach1.008.282 $+1.008.282 $1
MOODYS CORP /DE/MCO→ 0Neutral978.690 $+972.671 $
+16.160,0 %
1
NASDAQ, INC.NDAQ→ 0Neutral957.383 $+957.383 $1
MAI Capital Management→ 0741.935 $-68.212 $
-8,4 %
1810.147 $+97.002 $
+13,6 %
1713.145 $+24.107 $
+3,5 %
1
JAMES INVESTMENT RESEARCH, INC.→ 0696.374 $-14.139 $
-2,0 %
1710.513 $-56.718 $
-7,4 %
1767.231 $+22.816 $
+3,1 %
1
AMAZON COM INCAMZN→ 0Stark622.727 $-131.362 $
-17,4 %
1754.089 $-126.762 $
-14,4 %
1
SHERWIN WILLIAMS COSHW→ 0Neutral592.697 $-31.709 $
-5,1 %
1624.406 $-46.300 $
-6,9 %
1670.706 $+9.051 $
+1,4 %
1
BlackRock Finance, Inc.→ 0582.951 $-1.314 $
-0,2 %
1584.265 $+256.956 $
+78,5 %
1327.309 $+23.348 $
+7,7 %
1
BlackRock Fund Advisors→ 0507.270 $+209.338 $
+70,3 %
1297.932 $+4.036 $
+1,4 %
1293.896 $+31.842 $
+12,2 %
1
SCHWAB STRATEGIC TRUST→ 0465.078 $-18.415 $
-3,8 %
1483.493 $+12.928 $
+2,7 %
1470.565 $-260.037 $
-35,6 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0472.891 $+472.891 $1
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND→ 0444.732 $-12.247 $
-2,7 %
1456.979 $+8.700 $
+1,9 %
1448.279 $-1.916 $
-0,4 %
1
AT&T INC.T→ 0Stark414.692 $+59.364 $
+16,7 %
1355.328 $-48.617 $
-12,0 %
1403.945 $-9.029 $
-2,2 %
1
FS KKR Capital CorpFSK→ 0Stark222.973 $-102.388 $
-31,5 %
1325.361 $-78.794 $
-19,5 %
1404.155 $-169.479 $
-29,5 %
1
HOME DEPOT, INC.HD→ 0Stark324.943 $-15.028 $
-4,4 %
1339.971 $-60.357 $
-15,1 %
1400.328 $+42.487 $
+11,9 %
1
EXXON MOBIL CORPXOM→ 0Stark386.485 $+278.577 $
+258,2 %
1
AMERICAN EXPRESS COAXP→ 0Stark288.566 $-84.714 $
-22,7 %
1373.280 $+73.120 $
+24,4 %
1
JPMORGAN CHASE & COJPM→ 0Stark339.755 $-32.409 $
-8,7 %
1372.164 $+18.882 $
+5,3 %
1353.282 $+46.847 $
+15,3 %
1
WERNER ENTERPRISES INCWERN→ 0Schwach364.066 $-7.428 $
-2,0 %
1371.494 $+45.679 $
+14,0 %
1325.815 $-12.874 $
-3,8 %
1
MARSH & MCLENNAN COMPANIES, INC.MRSH→ 0Stark311.488 $-17.610 $
-5,4 %
1329.098 $-23.568 $
-6,7 %
1
UNION PACIFIC CORPUNP→ 0Stark320.744 $+9.156 $
+2,9 %
1311.588 $-6.802 $
-2,1 %
1318.390 $-15.226 $
-4,6 %
1
LOCKHEED MARTIN CORPLMT→ 0Stark310.656 $+35.931 $
+13,1 %
1274.725 $+30.112 $
+12,3 %
1244.613 $+17.674 $
+7,8 %
1
Eaton Corp plcETN→ 0Stark308.669 $+2.581 $
+0,8 %
1306.088 $+122.952 $
+67,1 %
1
CONOCOPHILLIPSCOP→ 0Sehr stark279.444 $+67.230 $
+31,7 %
1212.214 $-2.222 $
-1,0 %
1214.436 $+16.649 $
+8,4 %
1
United Airlines Holdings, Inc.UAL→ 0Sehr stark222.441 $-48.052 $
-17,8 %
1270.493 $+37.059 $
+15,9 %
1233.434 $+41.048 $
+21,3 %
1
BlackRock, Inc.BLK→ 0Neutral232.734 $-8.093 $
-3,4 %
1240.827 $-21.494 $
-8,2 %
1262.321 $+31.486 $
+13,6 %
1
CME GROUP INC.CME→ 0Stark232.440 $+17.526 $
+8,2 %
1214.914 $+2.274 $
+1,1 %
1212.640 $-3.722 $
-1,7 %
1
STRYKER CORPSYK→ 0Neutral211.936 $-10.975 $
-4,9 %
1222.911 $-15.258 $
-6,4 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark204.268 $+31.028 $
+17,9 %
1
MICROVISION, INC.MVIS→ 0Sehr schwach6.412 $-1.869 $
-22,6 %
18.281 $-4.119 $
-33,2 %
112.400 $+1.000 $
+8,8 %
1
465.199.084 $+46.213.179 $
+3.863,1 %
93422.353.964 $+54.543.380 $
+71.256,6 %
72410.738.865 $+48.803.061 $
+30.056,1 %
79
Erweitert ×