Investments: Roberts Capital Advisors, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Roberts Capital 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
0 $+0 $10 $+0 $10 $+0 $174.936.241 $-29.131.712 $
-20,2 %
61
NVIDIA CORPNVDA→ 0Neutral5.878.763 $-5.788.799 $
-49,6 %
1
MICROSOFT CORPMSFT→ 0Neutral4.830.402 $-6.996.516 $
-59,2 %
1
Apple Inc.AAPL→ 0Neutral4.716.766 $-5.249.982 $
-52,7 %
1
Alphabet Inc.GOOGL→ 0Neutral3.266.791 $-3.172.474 $
-49,3 %
1
AMAZON COM INCAMZN→ 0Stark2.780.854 $-4.672.263 $
-62,7 %
1
JPMORGAN CHASE & COJPM→ 0Stark2.636.364 $+213.296 $
+8,8 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.362.878 $+2.362.878 $1
Meta Platforms, Inc.META→ 0Neutral2.052.592 $-4.250.697 $
-67,4 %
1
VISA INC.V→ 0Neutral1.990.928 $-79.724 $
-3,9 %
1
Broadcom Inc.AVGO→ 0Stark1.964.284 $-3.040.142 $
-60,7 %
1
Mastercard IncMA→ 0Neutral1.593.237 $+19.243 $
+1,2 %
1
ELI LILLY & CoLLY→ 0Neutral1.539.734 $+1.539.734 $1
Tesla, Inc.TSLA→ 0Schwach1.529.392 $-2.088.438 $
-57,7 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral1.480.415 $-1.151.707 $
-43,8 %
1
EXXON MOBIL CORPXOM→ 0Stark1.240.250 $+1.240.250 $1
LINDE PLCLIN→ 0Stark1.214.575 $+14.882 $
+1,2 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral1.132.731 $+1.132.731 $1
CME GROUP INC.CME→ 0Stark1.102.375 $-22.155 $
-2,0 %
1
T-Mobile US, Inc.TMUS→ 0Stark1.084.870 $+5.076 $
+0,5 %
1
Walmart Inc.WMT→ 0Stark1.038.330 $+53.196 $
+5,4 %
1
INTUIT INC.INTU→ 0Neutral1.003.878 $-153.938 $
-13,3 %
1
QUALCOMM INC/DEQCOM→ 0Stark964.389 $+41.159 $
+4,5 %
1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Schwach960.696 $+117.906 $
+14,0 %
1
LAM RESEARCH CORPLRCX→ 0Stark952.699 $-432.449 $
-31,2 %
1
MORGAN STANLEYMS→ 0Neutral940.248 $-726.267 $
-43,6 %
1
NRG ENERGY, INC.NRG→ 0Stark922.791 $+7.806 $
+0,9 %
1
S&P Global Inc.SPGI→ 0Stark912.095 $-76.046 $
-7,7 %
1
PROCTER & GAMBLE CoPG→ 0Neutral907.611 $+907.611 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral872.387 $+872.387 $1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral859.499 $+90.971 $
+11,8 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark842.323 $-960.358 $
-53,3 %
1
GENERAL ELECTRIC COGE→ 0Stark831.166 $+831.166 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral799.024 $+799.024 $1
Salesforce, Inc.CRM→ 0Neutral773.094 $-116.421 $
-13,1 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral768.341 $-165.237 $
-17,7 %
1
CHEVRON CORPCVX→ 0Sehr stark756.418 $+756.418 $1
AMERICAN EXPRESS COAXP→ 0Stark751.678 $+29.826 $
+4,1 %
1
AMPHENOL CORP /DE/APH→ 0Stark729.011 $-434.462 $
-37,3 %
1
CISCO SYSTEMS, INC.CSCO→ 0Stark706.368 $+706.368 $1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach704.507 $+704.507 $1
ADOBE INC.ADBE→ 0Schwach689.626 $-66.724 $
-8,8 %
1
ORACLE CORPORCL→ 0Stark685.101 $-1.376.143 $
-66,8 %
1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach678.313 $+678.313 $1
MICRON TECHNOLOGY INCMU→ 0Stark677.311 $-320.644 $
-32,1 %
1
Baker Hughes CoBKR→ 0Neutral670.826 $+142.923 $
+27,1 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral668.516 $+455.524 $
+213,9 %
1
KLA CORPKLAC→ 0Stark662.260 $-437.709 $
-39,8 %
1
Palo Alto Networks IncPANW→ 0Neutral656.878 $-3.291 $
-0,5 %
1
COCA COLA COKO→ 0Neutral656.568 $+656.568 $1
NETFLIX INCNFLX→ 0Neutral645.019 $-2.884.928 $
-81,7 %
1
Philip Morris International Inc.PM→ 0Neutral643.934 $+643.934 $1
BlackRock, Inc.BLK→ 0Neutral610.916 $-489.747 $
-44,5 %
1
Accenture plcACN→ 0Neutral605.403 $-128.372 $
-17,5 %
1
ABBOTT LABORATORIESABT→ 0Neutral602.328 $+602.328 $1
AUTOMATIC DATA PROCESSING INCADP→ 0Neutral577.315 $-29.308 $
-4,8 %
1
Merck & Co., Inc.MRK→ 0Stark530.522 $+530.522 $1
AT&T INC.T→ 0Stark522.299 $+522.299 $1
Palantir Technologies Inc.PLTR→ 0Neutral500.560 $-1.007.684 $
-66,8 %
1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark477.429 $+477.429 $1
CITIGROUP INCC→ 0Neutral413.816 $+413.816 $1
MSCI Inc.MSCI→ 0Neutral366.547 $-379.178 $
-50,8 %
1
Greater Cannabis Company, Inc.GCAN→ 00 $+0 $10 $+0 $10 $+0 $1
0 $+0 $10 $+0 $10 $+0 $174.936.241 $-29.131.712 $
-20,2 %
61
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