Investments: CFC Planning Co LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: CFC Planning Co 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
155.513.484 $+30.898.538 $
+33,5 %
59125.665.685 $+16.510.112 $
+13,3 %
59116.633.028 $+13.252.886 $
+15,7 %
60108.178.577 $+28.205.475 $
+52,0 %
74
Apple Inc.AAPL→ 0Neutral16.834.283 $+3.805.174 $
+29,2 %
113.029.109 $+1.359.336 $
+11,6 %
111.669.773 $+1.729.997 $
+17,4 %
19.939.776 $+3.559.863 $
+55,8 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark13.185.115 $+4.642.539 $
+54,3 %
18.542.576 $+886.683 $
+11,6 %
17.655.893 $+1.317.435 $
+20,8 %
16.338.458 $+376.258 $
+6,3 %
1
SELECT SECTOR SPDR TRUST→ 07.985.960 $+1.076.893 $
+15,6 %
16.909.067 $-293.320 $
-4,1 %
17.202.387 $-618.918 $
-7,9 %
17.821.305 $+1.428.170 $
+22,3 %
1
SOUTHERN COPPER CORP/SCCO→ 0Schwach7.291.910 $+1.059.897 $
+17,0 %
16.232.013 $+1.454.032 $
+30,4 %
14.777.981 $+823.223 $
+20,8 %
13.954.758 $+832.753 $
+26,7 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral6.781.419 $+2.721.216 $
+67,0 %
14.060.203 $-394.301 $
-8,9 %
14.454.504 $+47.095 $
+1,1 %
14.407.409 $+4.407.409 $1
AMERICAN EXPRESS COAXP→ 0Stark5.549.185 $+366.320 $
+7,1 %
15.182.865 $-1.287.402 $
-19,9 %
16.470.267 $+390.885 $
+6,4 %
16.079.382 $+554.785 $
+10,0 %
1
Walt Disney CoDIS→ 0Neutral5.381.915 $+137.205 $
+2,6 %
15.244.710 $-568.823 $
-9,8 %
15.813.533 $+359.096 $
+6,6 %
15.454.437 $-224.353 $
-4,0 %
1
Philip Morris International Inc.PM→ 0Neutral5.734.572 $+792.480 $
+16,0 %
14.942.092 $+516.014 $
+11,7 %
14.426.078 $+404.653 $
+10,1 %
14.021.425 $-278.482 $
-6,5 %
1
TEXAS INSTRUMENTS INCTXN→ 0Neutral5.310.415 $+1.796.093 $
+51,1 %
13.514.322 $+568.635 $
+19,3 %
12.945.687 $+105.221 $
+3,7 %
12.840.466 $-236.462 $
-7,7 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral4.928.505 $+189.582 $
+4,0 %
14.738.923 $+728.439 $
+18,2 %
14.010.484 $+421.309 $
+11,7 %
13.589.175 $+796.905 $
+28,5 %
1
ALTRIA GROUP, INC.MO→ 0Stark4.898.310 $+735.571 $
+17,7 %
14.162.739 $+841.638 $
+25,3 %
13.321.101 $-74.251 $
-2,2 %
13.395.352 $+456.934 $
+15,6 %
1
COCA COLA COKO→ 0Neutral4.867.018 $+776.674 $
+19,0 %
14.090.344 $+830.306 $
+25,5 %
13.260.038 $+282.133 $
+9,5 %
12.977.905 $+2.977.905 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark4.067.773 $-327.538 $
-7,5 %
14.395.311 $+4.395.311 $1
CONOCOPHILLIPSCOP→ 0Sehr stark3.484.427 $-695.881 $
-16,6 %
14.180.308 $+1.414.226 $
+51,1 %
12.766.082 $+125.413 $
+4,7 %
12.640.669 $+277.187 $
+11,7 %
1
VISA INC.V→ 0Neutral4.013.551 $+1.014.954 $
+33,8 %
12.998.597 $+116.727 $
+4,1 %
12.881.870 $+471.302 $
+19,6 %
12.410.568 $+426.461 $
+21,5 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach3.970.783 $+864.493 $
+27,8 %
13.106.290 $+123.409 $
+4,1 %
12.982.881 $+471.066 $
+18,8 %
12.511.815 $+71.599 $
+2,9 %
1
CATERPILLAR INCCAT→ 0Sehr stark1.058.511 $+325.255 $
+44,4 %
1733.256 $-3.028.208 $
-80,5 %
13.761.464 $+748.262 $
+24,8 %
13.013.202 $+690.930 $
+29,8 %
1
EOG RESOURCES INCEOG→ 0Neutral3.289.953 $-71.155 $
-2,1 %
13.361.108 $+1.229.510 $
+57,7 %
12.131.598 $+30.693 $
+1,5 %
12.100.905 $-3.394 $
-0,2 %
1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 03.360.014 $+390.686 $
+13,2 %
12.969.328 $+53.311 $
+1,8 %
12.916.017 $-29.203 $
-1,0 %
12.945.220 $+2.680.344 $
+1.011,9 %
1
Merck & Co., Inc.MRK→ 0Stark3.083.229 $+62.146 $
+2,1 %
13.021.083 $+237.693 $
+8,5 %
12.783.390 $+611.282 $
+28,1 %
12.172.108 $+245.274 $
+12,7 %
1
JPMORGAN CHASE & COJPM→ 0Stark2.973.962 $+301.429 $
+11,3 %
12.672.533 $-255.827 $
-8,7 %
12.928.360 $+61.779 $
+2,2 %
12.866.581 $+2.341.050 $
+445,5 %
1
Salesforce, Inc.CRM→ 0Neutral2.048.804 $-514.181 $
-20,1 %
12.562.985 $-407.723 $
-13,7 %
12.970.708 $+475.802 $
+19,1 %
12.494.906 $-235.820 $
-8,6 %
1
MAIN SECTOR→ 02.961.666 $+440.504 $
+17,5 %
12.521.162 $+2.104.205 $
+504,7 %
12.549.387 $+45.602 $
+1,8 %
12.503.785 $+2.101.151 $
+521,9 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral2.765.475 $+2.765.475 $1
MICRON TECHNOLOGY INCMU→ 0Stark2.637.553 $+1.606.803 $
+155,9 %
11.030.750 $+1.030.750 $1
UNITED PARCEL SERVICE INCUPS→ 0Stark2.502.493 $+471.241 $
+23,2 %
12.031.252 $+201.395 $
+11,0 %
11.829.857 $+360.982 $
+24,6 %
11.468.875 $-200.370 $
-12,0 %
1
NVIDIA CORPNVDA→ 0Neutral2.122.346 $+536.573 $
+33,8 %
11.585.773 $+55.225 $
+3,6 %
11.530.548 $+222.506 $
+17,0 %
11.308.042 $-86.154 $
-6,2 %
1
Fortinet, Inc.FTNT→ 0Schwach2.018.720 $+938.300 $
+86,8 %
11.080.420 $+154.817 $
+16,7 %
1925.603 $+343.853 $
+59,1 %
1581.750 $-14.617 $
-2,5 %
1
ELI LILLY & CoLLY→ 0Neutral1.990.375 $+465.223 $
+30,5 %
11.525.152 $+174.540 $
+12,9 %
11.350.612 $+412.501 $
+44,0 %
1938.111 $-5.017 $
-0,5 %
1
WESTERN DIGITAL CORPWDC→ 0Stark1.767.338 $+1.514.430 $
+598,8 %
1252.908 $+20.171 $
+8,7 %
1232.737 $+232.737 $1
Revolution Medicines, Inc.RVMD→ 0Neutral1.726.347 $+1.726.347 $1
VANGUARD WORLD FUND→ 01.638.423 $+297.056 $
+22,1 %
11.341.367 $+249.918 $
+22,9 %
11.091.449 $+517.486 $
+90,2 %
1573.963 $+214.081 $
+59,5 %
1
Expedia Group, Inc.EXPE→ 0Neutral1.522.742 $+477.328 $
+45,7 %
11.045.414 $+369.536 $
+54,7 %
1675.878 $+95.113 $
+16,4 %
1
SCHWAB STRATEGIC TRUST→ 01.498.853 $+394.395 $
+35,7 %
11.104.458 $+245.046 $
+28,5 %
1859.412 $+416.555 $
+94,1 %
1442.857 $+177.005 $
+66,6 %
1
Meta Platforms, Inc.META→ 0Neutral1.283.745 $+266.491 $
+26,2 %
11.017.254 $-37.578 $
-3,6 %
11.054.832 $+267.568 $
+34,0 %
1787.264 $-65.239 $
-7,7 %
1
IDEXX LABORATORIES INC /DEIDXX→ 0Schwach1.247.136 $+336.874 $
+37,0 %
1910.262 $-6.436 $
-0,7 %
1916.698 $+304.641 $
+49,8 %
1612.057 $-41.741 $
-6,4 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral253.858 $-842.833 $
-76,9 %
11.096.691 $+1.096.691 $1
Autodesk, Inc.ADSK→ 0Neutral1.072.751 $+1.072.751 $1
Tesla, Inc.TSLA→ 0Schwach1.051.895 $+835.316 $
+385,7 %
1216.579 $+216.579 $1
Monster Beverage CorpMNST→ 0Stark932.198 $-51.325 $
-5,2 %
1983.523 $+983.523 $1
AMGEN INCAMGN→ 0Neutral951.754 $+951.754 $1
AMAZON COM INCAMZN→ 0Stark259.791 $+32.777 $
+14,4 %
1227.014 $-24.580 $
-9,8 %
1251.594 $-692.118 $
-73,3 %
1943.712 $+617.698 $
+189,5 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral911.798 $+911.798 $1
GERMAN AMERICAN BANCORP, INC.GABC→ 0Stark898.465 $+107.339 $
+13,6 %
1791.126 $+49.409 $
+6,7 %
1741.717 $-1.703 $
-0,2 %
1743.420 $+14.387 $
+2,0 %
1
PROSHARES TRUST→ 0702.370 $+57.617 $
+8,9 %
1644.753 $-121.487 $
-15,9 %
1766.240 $+176.329 $
+29,9 %
1589.911 $+44.235 $
+8,1 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Stark667.407 $+26.695 $
+4,2 %
1
Super Micro Computer, Inc.SMCI→ 0Neutral610.660 $+610.660 $1
NETFLIX INCNFLX→ 0Neutral594.664 $+594.664 $1
MICROSOFT CORPMSFT→ 0Neutral578.247 $-2.963 $
-0,5 %
1581.210 $+45.743 $
+8,5 %
1535.467 $-30.241 $
-5,3 %
1565.708 $+5.025 $
+0,9 %
1
Alphabet Inc.GOOGL→ 0Neutral349.869 $+79.559 $
+29,4 %
1270.310 $-23.914 $
-8,1 %
1294.224 $-234.673 $
-44,4 %
1528.897 $+286.467 $
+118,2 %
1
DOLLAR TREE, INC.DLTR→ 0Neutral524.697 $+524.697 $1
LAM RESEARCH CORPLRCX→ 0Stark512.196 $+259.436 $
+102,6 %
1252.760 $-15.993 $
-6,0 %
1268.753 $+33.969 $
+14,5 %
1
VANGUARD STAR FDS→ 0416.957 $-2.132.430 $
-83,6 %
1402.634 $-1.890.492 $
-82,4 %
1
ALEXANDRIA REAL ESTATE EQUITIES, INC.ARE→ 0Stark200.952 $-210.998 $
-51,2 %
1411.950 $+32.386 $
+8,5 %
1
TERADYNE, INCTER→ 0Neutral400.136 $+400.136 $1
BXP, Inc.BXP→ 0Neutral252.105 $-132.010 $
-34,4 %
1384.115 $+12.490 $
+3,4 %
1
Hewlett Packard Enterprise CoHPE→ 0Neutral271.291 $-39.047 $
-12,6 %
1310.338 $-61.378 $
-16,5 %
1371.716 $+49.424 $
+15,3 %
1
VANGUARD GROUP INC→ 0351.450 $-881 $
-0,3 %
1352.331 $+352.331 $1
MAI Capital Management→ 0344.419 $+102.003 $
+42,1 %
1242.416 $+1.841 $
+0,8 %
1240.575 $+30.440 $
+14,5 %
1210.135 $+210.135 $1
EPAM Systems, Inc.EPAM→ 0Neutral273.102 $-55.526 $
-16,9 %
1328.628 $-14.721 $
-4,3 %
1343.349 $-53.966 $
-13,6 %
1
ALLIANT ENERGY CORPLNT→ 0Neutral246.567 $-6.777 $
-2,7 %
1253.344 $-89.436 $
-26,1 %
1342.780 $+13.158 $
+4,0 %
1
JABIL INCJBL→ 0Stark328.043 $+328.043 $1
HOME DEPOT, INC.HD→ 0Stark319.290 $+21.803 $
+7,3 %
1297.487 $+27.713 $
+10,3 %
1269.774 $-53.568 $
-16,6 %
1323.342 $+21.964 $
+7,3 %
1
Workday, Inc.WDAY→ 0Neutral312.538 $+64.781 $
+26,1 %
1247.757 $+247.757 $1
QUALCOMM INC/DEQCOM→ 0Stark310.632 $+78.184 $
+33,6 %
1232.448 $-522 $
-0,2 %
1232.970 $+232.970 $1
TRIMBLE INC.TRMB→ 0Schwach205.277 $-104.013 $
-33,6 %
1309.290 $+4.382 $
+1,4 %
1
ORACLE CORPORCL→ 0Stark289.677 $+29.289 $
+11,2 %
1
CIENA CORPCIEN→ 0Neutral285.349 $+22.713 $
+8,6 %
1262.636 $+262.636 $1
INVESCO QQQ TRUST, SERIES 1QQQ→ 0278.359 $+71.337 $
+34,5 %
1207.022 $+207.022 $1
StoneX Group Inc.SNEX→ 0Neutral275.613 $+26.436 $
+10,6 %
1
Covista Inc.ATGE→ 0Sehr stark263.337 $+263.337 $1
PULTEGROUP INC/MI/PHM→ 0Neutral261.353 $+15.315 $
+6,2 %
1
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSH→ 0Stark258.960 $+258.960 $1
ADOBE INC.ADBE→ 0Schwach258.530 $+12.290 $
+5,0 %
1246.240 $+4.747 $
+2,0 %
1241.493 $+241.493 $1
Ubiquiti Inc.UI→ 0Stark257.635 $+27.995 $
+12,2 %
1229.640 $-19.399 $
-7,8 %
1249.039 $+249.039 $1
AMKOR TECHNOLOGY, INC.AMKR→ 0Neutral224.641 $-28.602 $
-11,3 %
1253.243 $+253.243 $1
KLA CORPKLAC→ 0Stark244.231 $+244.231 $1
OLD REPUBLIC INTERNATIONAL CORPORI→ 0Stark239.191 $+5.476 $
+2,3 %
1
Grand Canyon Education, Inc.LOPE→ 0Stark239.057 $+21.140 $
+9,7 %
1
VICOR CORPVICR→ 0Neutral236.223 $+236.223 $1
Enphase Energy, Inc.ENPH→ 0Schwach230.672 $+230.672 $1
Encompass Health CorpEHC→ 0Stark229.906 $+229.906 $1
Dayforce, Inc.DAY→ 0227.957 $+227.957 $1
NORDSON CORPNDSN→ 0Neutral225.588 $-6.360 $
-2,7 %
1
NELNET INCNNI→ 0Neutral223.929 $-16.736 $
-7,0 %
1
ARGAN INCAGX→ 0Stark223.307 $+223.307 $1
ASSURANT, INC.AIZ→ 0Neutral221.582 $+221.582 $1
Meritage Homes CORPMTH→ 0Neutral218.419 $+218.419 $1
VERRA MOBILITY CorpVRRM→ 0Stark216.496 $+216.496 $1
BRIGHT HORIZONS FAMILY SOLUTIONS INC.BFAM→ 0Stark214.688 $+214.688 $1
Reynolds Consumer Products Inc.REYN→ 0Stark210.826 $-9.286 $
-4,2 %
1
CREDIT ACCEPTANCE CORPCACC→ 0Neutral209.185 $+209.185 $1
Travel & Leisure Co.TNL→ 0Stark208.393 $+208.393 $1
ACUITY INC. (DE)AYI→ 0Stark206.786 $+206.786 $1
QXO, Inc.QXO→ 0Schwach206.401 $+206.401 $1
ISHARES TR→ 0206.340 $-2.755.326 $
-93,0 %
1
APTARGROUP, INC.ATR→ 0Sehr stark205.435 $+205.435 $1
Protagonist Therapeutics, IncPTGX→ 0Neutral205.322 $+205.322 $1
Freedom Holding Corp.FRHC→ 0Schwach204.835 $+204.835 $1
GARTNER INCIT→ 0Stark204.776 $+204.776 $1
AMDOCS LTDDOX→ 0Schwach203.812 $+203.812 $1
Spyre Therapeutics, Inc.SYRE→ 0Neutral202.152 $+202.152 $1
Taylor Morrison Home CorpTMHC→ 0201.948 $+201.948 $1
SONOCO PRODUCTS COSON→ 0Sehr stark200.153 $+200.153 $1
Albertsons Companies, Inc.ACI→ 0Neutral178.767 $-15.139 $
-7,8 %
1193.906 $+193.906 $1
ADT Inc.ADT→ 0Neutral170.471 $+170.471 $1
Ondas Inc.ONDS→ 0Sehr schwach158.173 $+158.173 $1
MATTEL INC /DE/MAT→ 0Sehr stark154.318 $+154.318 $1
155.513.484 $+30.898.538 $
+33,5 %
59125.665.685 $+16.510.112 $
+13,3 %
59116.633.028 $+13.252.886 $
+15,7 %
60108.178.577 $+28.205.475 $
+52,0 %
74
Erweitert ×