Investments: PEAK FINANCIAL ADVISORS LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: PEAK FINANCIAL 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
181.376.781 $+36.559.058 $
+12,6 %
67162.171.080 $+19.925.267 $
+22,4 %
59177.111.470 $+29.710.710 $
+68,3 %
79160.319.430 $+49.385.532 $
+25,5 %
77
iSHARES TRUST→ 023.497.078 $+19.482.073 $
+485,2 %
14.015.005 $-2.182.045 $
-35,2 %
16.197.050 $+210.409 $
+3,5 %
15.986.641 $-1.135.779 $
-15,9 %
1
World Gold TrustGLDM→ 013.814.950 $-1.518.479 $
-9,9 %
115.333.429 $-1.807.843 $
-10,5 %
117.141.272 $-1.920.236 $
-10,1 %
119.061.508 $+2.764.522 $
+17,0 %
1
Ancora Advisors LLC→ 01.605.567 $-14.066.905 $
-89,8 %
115.672.472 $-895.816 $
-5,4 %
116.568.288 $+14.593.665 $
+739,1 %
11.974.623 $-531.795 $
-21,2 %
1
SIMPLIFY EXCHANGE TRADED FUN→ 011.091.404 $-1.914.100 $
-14,7 %
113.005.504 $+1.697.452 $
+15,0 %
115.897.518 $+669.461 $
+4,4 %
116.244.220 $+4.584.948 $
+39,3 %
1
ISHARES TR→ 011.734.493 $+643.089 $
+5,8 %
111.308.052 $-4.589.466 $
-28,9 %
115.228.057 $-1.016.163 $
-6,3 %
111.659.272 $-2.790.352 $
-19,3 %
1
AMAZON COM INCAMZN→ 0Neutral6.186.353 $+1.193.080 $
+23,9 %
14.993.273 $+157.132 $
+3,2 %
14.836.141 $+682.974 $
+16,4 %
14.153.167 $+94.233 $
+2,3 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark3.177.679 $-81.306 $
-2,5 %
13.258.985 $+436.177 $
+15,5 %
12.822.808 $-2.608.181 $
-48,0 %
15.430.989 $-10.971 $
-0,2 %
1
SVB WEALTH LLC→ 0342.237 $-5.081.281 $
-93,7 %
15.423.518 $+5.423.518 $1
COZAD ASSET MANAGEMENT INC→ 05.199.743 $+1.626.459 $
+45,5 %
13.573.284 $-839.170 $
-19,0 %
14.412.454 $-23.548 $
-0,5 %
14.436.002 $+600.100 $
+15,6 %
1
CIENA CORPCIEN→ 0Neutral5.185.219 $+776.479 $
+17,6 %
14.408.740 $+1.696.783 $
+62,6 %
12.711.957 $+2.188.565 $
+418,2 %
1523.392 $+523.392 $1
JOHNSON & JOHNSONJNJ→ 0Stark4.581.918 $+1.531.882 $
+50,2 %
13.050.036 $+575.443 $
+23,3 %
12.474.593 $+1.909.004 $
+337,5 %
1565.589 $+105.939 $
+23,0 %
1
CANADIAN NATURAL RESOURCES LtdCNQ→ 03.520.438 $-1.052.385 $
-23,0 %
14.572.823 $+1.406.155 $
+44,4 %
13.166.668 $+131.363 $
+4,3 %
13.035.305 $+339.018 $
+12,6 %
1
APA CorpAPA→ 0Sehr stark3.336.553 $-1.025.185 $
-23,5 %
14.361.738 $+1.836.243 $
+72,7 %
12.525.495 $+1.660.180 $
+191,9 %
1865.315 $+385.605 $
+80,4 %
1
CENTERPOINT ENERGY INCCNP→ 0Neutral4.019.271 $+1.000.666 $
+33,1 %
13.018.605 $+3.018.605 $1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral4.018.132 $+1.087.345 $
+37,1 %
12.930.787 $+2.930.787 $1
ELI LILLY & CoLLY→ 0Neutral3.888.552 $+3.888.552 $1
Element Solutions IncESI→ 0Neutral3.864.404 $+1.137.200 $
+41,7 %
12.727.204 $+733.077 $
+36,8 %
11.994.127 $+1.468.879 $
+279,7 %
1525.248 $+525.248 $1
CVS HEALTH CorpCVS→ 0Neutral3.793.077 $+1.609.266 $
+73,7 %
12.183.811 $-793.776 $
-26,7 %
12.977.587 $+1.603.830 $
+116,7 %
11.373.757 $+352.232 $
+34,5 %
1
NETFLIX INCNFLX→ 0Stark2.695.421 $-732.038 $
-21,4 %
13.427.459 $+595.251 $
+21,0 %
12.832.208 $-843.681 $
-23,0 %
13.675.889 $-783.414 $
-17,6 %
1
Edwards Lifesciences CorpEW→ 0Neutral3.630.250 $+3.630.250 $1
AMERICAN EXPRESS COAXP→ 0Neutral2.982.974 $-547.348 $
-15,5 %
13.530.322 $+100.246 $
+2,9 %
13.430.076 $+117.316 $
+3,5 %
1
Targa Resources Corp.TRGP→ 0Stark3.519.798 $+918.163 $
+35,3 %
12.601.635 $+1.866.302 $
+253,8 %
1735.333 $+321.545 $
+77,7 %
1
Brixmor Property Group Inc.BRX→ 0Sehr stark3.455.677 $+878.941 $
+34,1 %
12.576.736 $+333.563 $
+14,9 %
12.243.173 $+1.517.625 $
+209,2 %
1725.548 $+236.439 $
+48,3 %
1
CURTISS WRIGHT CORPCW→ 0Stark3.412.254 $+685.050 $
+25,1 %
12.727.204 $+516.060 $
+23,3 %
12.211.144 $+1.432.025 $
+183,8 %
1779.119 $+271.516 $
+53,5 %
1
Eaton Corp plcETN→ 0Neutral3.395.324 $+947.431 $
+38,7 %
12.447.893 $+2.447.893 $1
ORACLE CORPORCL→ 0Neutral759.564 $-2.564.693 $
-77,2 %
13.324.257 $+3.324.257 $1
Walmart Inc.WMT→ 0Stark2.922.446 $+135.591 $
+4,9 %
12.786.855 $+287.483 $
+11,5 %
12.499.372 $-790.303 $
-24,0 %
13.289.675 $+313.545 $
+10,5 %
1
FEDEX CORPFDX→ 0Sehr stark3.283.905 $+78.641 $
+2,5 %
13.205.264 $+566.817 $
+21,5 %
12.638.447 $+1.932.668 $
+273,8 %
1705.779 $+212.516 $
+43,1 %
1
NVIDIA CORPNVDA→ 0Neutral3.279.381 $+32.402 $
+1,0 %
13.246.979 $+2.047.411 $
+170,7 %
11.199.568 $+638.709 $
+113,9 %
1560.859 $+79.463 $
+16,5 %
1
Mastercard IncMA→ 0Neutral737.065 $-1.616.585 $
-68,7 %
12.353.650 $-417.972 $
-15,1 %
12.771.622 $-432.485 $
-13,5 %
13.204.107 $+2.757.927 $
+618,1 %
1
KLA CORPKLAC→ 0Stark609.970 $-2.467.276 $
-80,2 %
13.077.246 $+3.077.246 $1
SPDR SERIES TRUST→ 0906.941 $-156.058 $
-14,7 %
11.062.999 $-1.880.131 $
-63,9 %
12.943.130 $+1.850.544 $
+169,4 %
11.092.586 $-354.131 $
-24,5 %
1
Roivant Sciences Ltd.ROIV→ 0Schwach2.933.236 $+2.461.248 $
+521,5 %
1
MICRON TECHNOLOGY INCMU→ 0Stark2.902.620 $+1.838.967 $
+172,9 %
11.063.653 $+466.383 $
+78,1 %
1
F5, INC.FFIV→ 0Neutral617.984 $-2.218.331 $
-78,2 %
12.836.315 $+168.010 $
+6,3 %
1
Cheniere Energy, Inc.LNG→ 0Sehr stark2.703.442 $+2.703.442 $1
VISA INC.V→ 0Neutral2.694.629 $+302.921 $
+12,7 %
12.391.708 $+2.391.708 $1
Definium Therapeutics, Inc.DFTX→ 0Neutral2.677.282 $+2.677.282 $1
MADRIGAL PHARMACEUTICALS, INC.MDGL→ 0Sehr schwach2.600.730 $+2.071.436 $
+391,4 %
1529.294 $+529.294 $1
Grayscale Bitcoin Trust ETFGBTC→ 02.359.780 $-205.693 $
-8,0 %
12.565.473 $+2.565.473 $1
ABBOTT LABORATORIESABT→ 0Neutral2.554.772 $+2.554.772 $1
ROLLINS INCROL→ 0Neutral2.544.382 $+2.544.382 $1
VERISIGN INC/CAVRSN→ 0Neutral579.436 $-1.941.447 $
-77,0 %
12.520.883 $-143.586 $
-5,4 %
1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Neutral610.781 $-1.875.437 $
-75,4 %
12.486.218 $+2.486.218 $1
BORGWARNER INCBWA→ 0Stark2.483.692 $+2.483.692 $1
Unum GroupUNM→ 0Neutral2.435.882 $+2.435.882 $1
DANAHER CORP /DE/DHR→ 0Neutral2.435.251 $+1.766.520 $
+264,2 %
1668.731 $+188.511 $
+39,3 %
1
CINTAS CORPCTAS→ 0Neutral2.433.563 $+2.433.563 $1
TE Connectivity plcTEL→ 0Neutral2.180.706 $-171.520 $
-7,3 %
12.352.226 $+1.484.643 $
+171,1 %
1867.583 $+367.476 $
+73,5 %
1
Philip Morris International Inc.PM→ 0Neutral630.372 $-1.721.690 $
-73,2 %
12.352.062 $+2.352.062 $1
SEMPRASRE→ 0Sehr stark2.344.276 $+1.520.779 $
+184,7 %
1823.497 $+823.497 $1
REPUBLIC SERVICES, INC.RSG→ 0Neutral588.742 $-1.751.954 $
-74,8 %
12.340.696 $+2.340.696 $1
Warner Music Group Corp.WMG→ 0Stark1.910.225 $-405.513 $
-17,5 %
12.315.738 $+1.479.974 $
+177,1 %
1835.764 $+835.764 $1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral592.401 $-1.716.857 $
-74,3 %
12.309.258 $+2.309.258 $1
Verisk Analytics, Inc.VRSK→ 0Neutral2.194.928 $+2.194.928 $1
Meritage Homes CORPMTH→ 0Neutral2.044.416 $-132.906 $
-6,1 %
12.177.322 $+1.461.279 $
+204,1 %
1716.043 $+223.412 $
+45,4 %
1
MORGAN STANLEYMS→ 0Neutral2.156.299 $+2.156.299 $1
PAYCHEX INCPAYX→ 0Stark2.153.272 $+2.153.272 $1
CORPAY, INC.CPAY→ 0Neutral2.129.628 $-388.222 $
-15,4 %
1
M&T BANK CORPMTB→ 0Stark2.116.547 $+1.412.229 $
+200,5 %
1704.318 $+704.318 $1
Live Nation Entertainment, Inc.LYV→ 0Stark2.103.018 $+2.103.018 $1
James Hardie Industries plcJHX→ 0Schwach2.079.582 $+2.079.582 $1
Cboe Global Markets, Inc.CBOE→ 0Sehr stark2.073.834 $+2.073.834 $1
MCKESSON CORPMCK→ 0Neutral2.037.188 $+2.037.188 $1
Dianthus Therapeutics, Inc. /DE/DNTH→ 0Neutral1.919.284 $+1.919.284 $1
SELECT SECTOR SPDR TRUST→ 01.919.031 $+488.621 $
+34,2 %
11.430.410 $+183.580 $
+14,7 %
1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral1.548.356 $-308.109 $
-16,6 %
11.856.465 $+1.204.101 $
+184,6 %
1652.364 $+163.541 $
+33,5 %
1
Robinhood Markets, Inc.HOOD→ 0Schwach1.809.977 $+1.809.977 $1
Autodesk, Inc.ADSK→ 0Neutral1.790.803 $+538.502 $
+43,0 %
11.252.301 $+226.034 $
+22,0 %
11.026.267 $+1.026.267 $1
LPL Financial Holdings Inc.LPLA→ 0Schwach1.784.421 $+1.144.325 $
+178,8 %
1640.096 $+178.133 $
+38,6 %
1
HUBSPOT INCHUBS→ 0Neutral1.637.304 $+1.036.181 $
+172,4 %
1601.123 $+601.123 $1
MongoDB, Inc.MDB→ 0Schwach1.564.286 $+1.564.286 $1
TWILIO INCTWLO→ 0Neutral1.544.063 $+1.067.640 $
+224,1 %
1
BeOne Medicines Ltd.ONC→ 0Schwach1.378.115 $+1.378.115 $1
Apple Inc.AAPL→ 0Neutral1.322.376 $+162.556 $
+14,0 %
11.159.820 $-82.036 $
-6,6 %
11.241.856 $+58.590 $
+5,0 %
11.183.266 $-2.053.701 $
-63,4 %
1
SMITH SHELLNUT WILSON LLC /ADV→ 0886.621 $+40.869 $
+4,8 %
1845.752 $+222.304 $
+35,7 %
1623.448 $-97.895 $
-13,6 %
1721.343 $+100.679 $
+16,2 %
1
Vertiv Holdings CoVRT→ 0Stark870.010 $+309.629 $
+55,3 %
1
FedEx Freight Holding Company, Inc.FDXF→ 0Neutral785.049 $+785.049 $1
MICROSOFT CORPMSFT→ 0Neutral784.915 $+784.915 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark722.834 $-61.137 $
-7,8 %
1783.971 $+145.550 $
+22,8 %
1638.421 $-38.532 $
-5,7 %
1676.953 $-26.018 $
-3,7 %
1
Morse Asset Management, Inc→ 0766.354 $+5.236 $
+0,7 %
1761.118 $+761.118 $1
AT&T INC.T→ 0Sehr stark493.314 $-206.900 $
-29,5 %
1700.214 $+106.620 $
+18,0 %
1593.594 $-130.561 $
-18,0 %
1724.155 $-17.991 $
-2,4 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral210.119 $-504.999 $
-70,6 %
1715.118 $+715.118 $1
GOLDMAN SACHS GROUP INCGS→ 0Neutral696.276 $+104.209 $
+17,6 %
1592.067 $-20.596 $
-3,4 %
1612.663 $+40.884 $
+7,2 %
1571.779 $+67.153 $
+13,3 %
1
ALTRIA GROUP, INC.MO→ 0Stark692.067 $+45.308 $
+7,0 %
1646.759 $+79.982 $
+14,1 %
1566.777 $-96.506 $
-14,5 %
1663.283 $+74.667 $
+12,7 %
1
LAM RESEARCH CORPLRCX→ 0Stark684.035 $+684.035 $1
ENBRIDGE INCENB→ 0Stark650.195 $+840 $
+0,1 %
1649.355 $+75.682 $
+13,2 %
1573.673 $-42.292 $
-6,9 %
1615.965 $+62.744 $
+11,3 %
1
American Healthcare REIT, Inc.AHR→ 0Schwach649.751 $+64.998 $
+11,1 %
1584.753 $-11.490 $
-1,9 %
1596.243 $+50.646 $
+9,3 %
1545.597 $+66.555 $
+13,9 %
1
Arista Networks, Inc.ANET→ 0Neutral637.199 $-2.012.732 $
-76,0 %
1
GARMIN LTDGRMN→ 0Stark627.618 $+627.618 $1
Moelis & CoMC→ 0Stark551.060 $+71.041 $
+14,8 %
1480.019 $-104.758 $
-17,9 %
1584.777 $-41.308 $
-6,6 %
1626.085 $+76.792 $
+14,0 %
1
Meta Platforms, Inc.META→ 0Neutral611.903 $+611.903 $1
OneMain Holdings, Inc.OMF→ 0Sehr stark559.994 $+74.242 $
+15,3 %
1485.752 $-121.099 $
-20,0 %
1606.851 $+83.047 $
+15,9 %
1523.804 $-31.381 $
-5,7 %
1
Allegion plcALLE→ 0Neutral604.240 $+604.240 $1
Saba Capital Income & Opportunities FundBRW→ 0591.275 $-1.430 $
-0,2 %
1592.705 $-920 $
-0,2 %
1593.625 $+98.675 $
+19,9 %
1494.950 $-16.303 $
-3,2 %
1
FASTENAL COFAST→ 0Neutral586.139 $+586.139 $1
TRACTOR SUPPLY CO /DE/TSCO→ 0Stark567.013 $+567.013 $1
National Storage Affiliates TrustNSA→ 0526.975 $-21.963 $
-4,0 %
1548.938 $+144.884 $
+35,9 %
1404.054 $+2.968 $
+0,7 %
1401.086 $-11.251 $
-2,7 %
1
NNN REIT, INC.NNN→ 0Sehr stark544.132 $+56.892 $
+11,7 %
1487.240 $+34.162 $
+7,5 %
1453.078 $-28.972 $
-6,0 %
1482.050 $-3.325 $
-0,7 %
1
AUTOZONE INCAZO→ 0Neutral542.640 $-1.703.259 $
-75,8 %
1
Duke Energy CORPDUK→ 0Neutral515.541 $-15.162 $
-2,9 %
1530.703 $+59.402 $
+12,6 %
1471.301 $-21.595 $
-4,4 %
1492.896 $+42.018 $
+9,3 %
1
ANNALY CAPITAL MANAGEMENT INCNLY→ 0Stark514.518 $+39.277 $
+8,3 %
1475.241 $+475.241 $1
VICI PROPERTIES INC.VICI→ 0Sehr stark450.977 $+10.929 $
+2,5 %
1440.048 $-9.270 $
-2,1 %
1449.318 $-64.785 $
-12,6 %
1514.103 $+1.633 $
+0,3 %
1
STAG Industrial, Inc.STAG→ 0Neutral512.435 $+31.774 $
+6,6 %
1480.661 $-9.321 $
-1,9 %
1489.982 $+18.527 $
+3,9 %
1471.455 $-17.042 $
-3,5 %
1
STARWOOD PROPERTY TRUST, INC.STWD→ 0Stark447.652 $+5.716 $
+1,3 %
1441.936 $-10.203 $
-2,3 %
1452.139 $-12.354 $
-2,7 %
1464.493 $-15.152 $
-3,2 %
1
AMERICAN TOWER CORP /MA/AMT→ 0Schwach398.157 $-22.514 $
-5,4 %
1420.671 $-1.508 $
-0,4 %
1422.179 $-34.482 $
-7,6 %
1456.661 $-51.103 $
-10,1 %
1
Millrose Properties, Inc.MRP→ 0Sehr stark440.335 $+38.731 $
+9,6 %
1401.604 $-5.255 $
-1,3 %
1406.859 $-4.796 $
-1,2 %
1411.655 $+84.446 $
+25,8 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Stark369.453 $+369.453 $1
HEICO CORPHEI→ 0Neutral200.912 $-29.304 $
-12,7 %
1230.216 $-1.514 $
-0,7 %
1231.730 $-4.250 $
-1,8 %
1
JPMORGAN CHASE & COJPM→ 0Neutral227.494 $+23.053 $
+11,3 %
1204.441 $-19.502 $
-8,7 %
1223.943 $+4.719 $
+2,2 %
1219.224 $+17.737 $
+8,8 %
1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral213.817 $+213.817 $1
SONO TEK CORPSOTK→ 0Stark88.869 $+29.914 $
+50,7 %
158.955 $-1.017 $
-1,7 %
159.972 $-4.357 $
-6,8 %
164.329 $+9.843 $
+18,1 %
1
181.376.781 $+36.559.058 $
+12,6 %
67162.171.080 $+19.925.267 $
+22,4 %
59177.111.470 $+29.710.710 $
+68,3 %
79160.319.430 $+49.385.532 $
+25,5 %
77
Erweitert ×