Investments: PANORAMIC INVESTMENT ADVISORS, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: PANORAMIC INVESTMENT 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
176.298.332 $+21.356.775 $
+25,4 %
72156.602.679 $+1.984.641 $
+18,8 %
66156.570.926 $+2.660.459 $
-0,8 %
66151.871.591 $+11.664.291 $
+10,1 %
65
SPDR SERIES TRUST→ 029.641.805 $+4.259.601 $
+16,8 %
125.382.204 $-674.529 $
-2,6 %
126.056.733 $+285.843 $
+1,1 %
125.770.890 $+2.605.248 $
+11,2 %
1
SCHWAB STRATEGIC TRUST→ 028.224.521 $+3.901.891 $
+16,0 %
124.322.630 $+458.055 $
+1,9 %
123.864.575 $+549.034 $
+2,4 %
123.315.541 $+3.282.605 $
+16,4 %
1
iSHARES TRUST→ 012.429.423 $+1.954.201 $
+18,7 %
110.475.222 $-363.327 $
-3,4 %
110.838.549 $+1.295.841 $
+13,6 %
19.542.708 $-1.050.230 $
-9,9 %
1
Alphabet Inc.GOOGL→ 0Neutral9.249.179 $+1.576.778 $
+20,6 %
17.672.401 $-1.011.869 $
-11,7 %
18.684.270 $+1.769.526 $
+25,6 %
16.914.744 $+923.639 $
+15,4 %
1
VANGUARD GROUP INC→ 07.497.323 $+350.509 $
+4,9 %
17.146.814 $+152.530 $
+2,2 %
16.994.284 $+590.770 $
+9,2 %
16.403.514 $+476.327 $
+8,0 %
1
COZAD ASSET MANAGEMENT INC→ 05.610.397 $+668.029 $
+13,5 %
14.942.368 $+102.817 $
+2,1 %
14.839.551 $+34.647 $
+0,7 %
14.804.904 $+281.670 $
+6,2 %
1
VANGUARD WORLD FUND→ 05.289.630 $+569.733 $
+12,1 %
14.719.897 $-77.387 $
-1,6 %
14.797.284 $+88.971 $
+1,9 %
14.708.313 $+366.334 $
+8,4 %
1
SVB WEALTH LLC→ 05.040.006 $+28.913 $
+0,6 %
15.011.093 $+169.556 $
+3,5 %
14.841.537 $+618.523 $
+14,6 %
14.223.014 $+212.667 $
+5,3 %
1
ISHARES TR→ 04.773.913 $+3.459.590 $
+263,2 %
14.648.904 $+4.058.301 $
+687,1 %
14.480.705 $+926.261 $
+26,1 %
14.852.603 $+3.697.518 $
+320,1 %
1
VANGUARD WHITEHALL FDS→ 04.610.586 $+3.420.856 $
+287,5 %
14.333.233 $+1.299.074 $
+42,8 %
14.086.442 $+119.665 $
+3,0 %
13.966.777 $-885.826 $
-18,3 %
1
SELECT SECTOR SPDR TRUST→ 03.963.112 $-355.506 $
-8,2 %
14.318.618 $+1.434.654 $
+49,7 %
12.883.964 $+13.731 $
+0,5 %
12.870.233 $+129.640 $
+4,7 %
1
Fidelity Wise Origin Bitcoin FundFBTC→ 02.347.330 $-302.253 $
-11,4 %
12.649.583 $-724.376 $
-21,5 %
13.373.959 $-939.423 $
-21,8 %
14.313.382 $+93.614 $
+2,2 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 04.075.542 $+849.317 $
+26,3 %
13.226.225 $-193.811 $
-5,7 %
13.420.036 $+114.740 $
+3,5 %
13.305.296 $+258.792 $
+8,5 %
1
BlackRock Fund Advisors→ 03.670.259 $+1.440.726 $
+64,6 %
12.229.533 $+56.947 $
+2,6 %
12.172.586 $-696.905 $
-24,3 %
12.869.491 $+257.690 $
+9,9 %
1
NORTHERN LTS FD TR III→ 03.267.757 $+2.923.092 $
+848,1 %
13.034.159 $-1.614.745 $
-34,7 %
13.554.444 $-531.998 $
-13,0 %
13.507.410 $-194.137 $
-5,2 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.923.278 $+75.872 $
+2,7 %
12.847.406 $-260.479 $
-8,4 %
13.107.885 $-39.770 $
-1,3 %
13.147.655 $+174.743 $
+5,9 %
1
WisdomTree, Inc.WT→ 0Neutral2.509.145 $-167.753 $
-6,3 %
12.676.898 $-56.543 $
-2,1 %
12.733.441 $-186.646 $
-6,4 %
12.920.087 $+231.580 $
+8,6 %
1
NVIDIA CORPNVDA→ 0Neutral2.862.132 $+338.878 $
+13,4 %
12.523.254 $-306.547 $
-10,8 %
12.829.801 $+80.730 $
+2,9 %
12.749.071 $+751.760 $
+37,6 %
1
Apple Inc.AAPL→ 0Neutral2.798.450 $+372.251 $
+15,3 %
12.426.199 $+32.872 $
+1,4 %
12.393.327 $-7.169 $
-0,3 %
12.400.496 $+320.101 $
+15,4 %
1
BlackRock Finance, Inc.→ 02.342.662 $+124.465 $
+5,6 %
12.218.197 $+293.936 $
+15,3 %
11.924.261 $+9.896 $
+0,5 %
11.914.365 $+36.807 $
+2,0 %
1
Meta Platforms, Inc.META→ 0Neutral1.557.008 $-2.622 $
-0,2 %
11.559.630 $-181.281 $
-10,4 %
11.740.911 $-60.686 $
-3,4 %
11.801.597 $-112.328 $
-5,9 %
1
MICROSOFT CORPMSFT→ 0Neutral1.342.622 $-63.627 $
-4,5 %
11.406.249 $-129.505 $
-8,4 %
11.535.754 $-238.691 $
-13,5 %
11.774.445 $-24.365 $
-1,4 %
1
AMAZON COM INCAMZN→ 0Stark1.727.012 $+237.048 $
+15,9 %
11.489.964 $-98.078 $
-6,2 %
11.588.042 $+60.494 $
+4,0 %
11.527.548 $+19.461 $
+1,3 %
1
ABBOTT LABORATORIESABT→ 0Neutral975.172 $-206.137 $
-17,4 %
11.181.309 $-320.402 $
-21,3 %
11.501.711 $-106.566 $
-6,6 %
11.608.277 $-38.397 $
-2,3 %
1
Tidal Trust I→ 01.512.870 $+402.557 $
+36,3 %
11.110.313 $+107.162 $
+10,7 %
11.003.151 $+305.305 $
+43,7 %
1697.846 $+697.846 $1
DF DENT & CO INC→ 01.480.330 $+33.636 $
+2,3 %
11.446.694 $+226.763 $
+18,6 %
11.219.931 $+1.219.931 $1
PEPSICO INCPEP→ 0Sehr stark1.254.921 $-198.222 $
-13,6 %
11.453.143 $+122.908 $
+9,2 %
11.330.235 $-138.295 $
-9,4 %
11.468.530 $+519.719 $
+54,8 %
1
SCHWAB CHARLES CORPSCHW→ 0Neutral1.207.168 $-36.469 $
-2,9 %
11.243.637 $-88.463 $
-6,6 %
11.332.100 $+59.198 $
+4,7 %
11.272.902 $+129.391 $
+11,3 %
1
VANGUARD STAR FDS→ 01.314.323 $-3.296.263 $
-71,5 %
11.189.730 $+843.803 $
+243,9 %
11.165.322 $+562.794 $
+93,4 %
11.155.085 $+537.997 $
+87,2 %
1
Ancora Advisors LLC→ 01.227.086 $+215.834 $
+21,3 %
11.011.252 $-80.256 $
-7,4 %
11.091.508 $+5.483 $
+0,5 %
11.086.025 $+85.522 $
+8,5 %
1
Morgan Stanley ETF Trust→ 01.086.594 $+134.585 $
+14,1 %
1952.009 $+12.155 $
+1,3 %
1939.854 $+10.438 $
+1,1 %
1929.416 $+58.566 $
+6,7 %
1
iShares, Inc.→ 01.024.340 $+168.259 $
+19,7 %
1856.081 $+99.823 $
+13,2 %
1756.258 $+69.487 $
+10,1 %
1686.771 $+106.901 $
+18,4 %
1
WELLTOWER INC.WELL→ 0Neutral954.182 $+123.009 $
+14,8 %
1831.173 $+41.959 $
+5,3 %
1789.214 $+31.763 $
+4,2 %
1757.451 $+103.791 $
+15,9 %
1
Goldman Sachs ETF Trust→ 0904.924 $+66.285 $
+7,9 %
1
ADVISORS MANAGEMENT GROUP INC /ADV→ 0880.017 $+86.236 $
+10,9 %
1793.781 $+143.243 $
+22,0 %
1650.538 $-52.490 $
-7,5 %
1703.028 $+21.866 $
+3,2 %
1
CrowdStrike Holdings, Inc.CRWD→ 0Neutral796.718 $+395.377 $
+98,5 %
1401.341 $-19.605 $
-4,7 %
1420.946 $-29.223 $
-6,5 %
1450.169 $-42.843 $
-8,7 %
1
BlackRock, Inc.BLK→ 0Neutral790.901 $+3.476 $
+0,4 %
1787.425 $+102.430 $
+15,0 %
1684.995 $+684.995 $1
EXXON MOBIL CORPXOM→ 0Stark597.071 $-143.353 $
-19,4 %
1740.424 $+215.475 $
+41,0 %
1524.949 $-40.057 $
-7,1 %
1565.006 $+57.114 $
+11,2 %
1
JAMES INVESTMENT RESEARCH, INC.→ 0519.101 $-170.933 $
-24,8 %
1690.034 $+200.981 $
+41,1 %
1489.053 $+489.053 $1
Tesla, Inc.TSLA→ 0Schwach670.016 $+96.406 $
+16,8 %
1573.610 $+62.278 $
+12,2 %
1511.332 $+32.813 $
+6,9 %
1478.519 $+132.587 $
+38,3 %
1
SPDR GOLD TRUSTGLD→ 0617.405 $-51.696 $
-7,7 %
1669.101 $+40.553 $
+6,5 %
1628.548 $+84.679 $
+15,6 %
1543.869 $-74.936 $
-12,1 %
1
Broadcom Inc.AVGO→ 0Stark663.329 $+104.354 $
+18,7 %
1558.975 $-78.195 $
-12,3 %
1637.170 $+29.806 $
+4,9 %
1607.364 $+98.238 $
+19,3 %
1
MidCap Financial Investment CorpMFIC→ 0Neutral411.062 $-191.739 $
-31,8 %
1602.801 $-10.726 $
-1,7 %
1613.527 $-29.497 $
-4,6 %
1643.024 $-33.787 $
-5,0 %
1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark633.278 $+98.071 $
+18,3 %
1535.207 $+535.207 $1
FIRST TR EXCHANGE-TRADED FD→ 0577.326 $-4.196.587 $
-87,9 %
1590.603 $+336.503 $
+132,4 %
1602.528 $-3.878.177 $
-86,6 %
1617.088 $-2.890.322 $
-82,4 %
1
ISHARES GOLD TRUSTIAU→ 0514.601 $-86.209 $
-14,3 %
1600.810 $+17.685 $
+3,0 %
1583.125 $+71.552 $
+14,0 %
1511.573 $+85.654 $
+20,1 %
1
Invesco Ltd.IVZ→ 0Sehr stark596.512 $+16.653 $
+2,9 %
1579.859 $+16.231 $
+2,9 %
1563.628 $-13.492 $
-2,3 %
1577.120 $+7.786 $
+1,4 %
1
AB Active ETFs, Inc.→ 0569.869 $+3.361 $
+0,6 %
1566.508 $+52.565 $
+10,2 %
1513.943 $+513.943 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral486.803 $+486.803 $1
iShares Silver TrustSLV→ 0371.830 $-102.016 $
-21,5 %
1473.846 $+65.230 $
+16,0 %
1408.616 $+147.193 $
+56,3 %
1261.423 $+261.423 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark420.153 $-27.256 $
-6,1 %
1447.409 $+60.209 $
+15,5 %
1387.200 $-28.416 $
-6,8 %
1415.616 $-128.859 $
-23,7 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark445.939 $+218.406 $
+96,0 %
1227.533 $+227.533 $1
INTEL CORPINTC→ 0Neutral409.473 $+409.473 $1
Eaton Corp plcETN→ 0Neutral391.604 $+37.868 $
+10,7 %
1353.736 $+38.730 $
+12,3 %
1315.006 $-55.127 $
-14,9 %
1370.133 $+2.790 $
+0,8 %
1
American Healthcare REIT, Inc.AHR→ 0Neutral376.762 $+11.611 $
+3,2 %
1365.151 $+9.140 $
+2,6 %
1
Merck & Co., Inc.MRK→ 0Neutral369.438 $+23.604 $
+6,8 %
1345.834 $+53.948 $
+18,5 %
1291.886 $+59.148 $
+25,4 %
1232.738 $+7.686 $
+3,4 %
1
Strategy IncMSTR→ 0Sehr schwach223.671 $-90.326 $
-28,8 %
1313.997 $-51.389 $
-14,1 %
1365.386 $-91.394 $
-20,0 %
1
JPMORGAN CHASE & COJPM→ 0Neutral356.308 $+31.988 $
+9,9 %
1324.320 $-1.937 $
-0,6 %
1326.257 $+1.049 $
+0,3 %
1325.208 $-34.860 $
-9,7 %
1
Palantir Technologies Inc.PLTR→ 0Neutral233.923 $-81.457 $
-25,8 %
1315.380 $-32.299 $
-9,3 %
1347.679 $+169 $
+0,0 %
1347.510 $+83.458 $
+31,6 %
1
REALTY INCOME CORPO→ 0Stark335.589 $-3.240 $
-1,0 %
1338.829 $+29.787 $
+9,6 %
1309.042 $-37.202 $
-10,7 %
1346.244 $+21.695 $
+6,7 %
1
NORTHERN LTS FD TR IV→ 0344.665 $-232.661 $
-40,3 %
1345.927 $-3.987.306 $
-92,0 %
1254.100 $-911.222 $
-78,2 %
1
GOLDMAN SACHS GROUP INCGS→ 0Neutral344.877 $+56.394 $
+19,5 %
1288.483 $+288.483 $1
LAM RESEARCH CORPLRCX→ 0Stark331.064 $+331.064 $1
Tidal Trust III→ 0305.950 $+305.950 $1
TARGET CORPTGT→ 0Neutral233.818 $-70.624 $
-23,2 %
1304.442 $-30.179 $
-9,0 %
1
QUANTA SERVICES, INC.PWR→ 0Sehr stark295.216 $+81.098 $
+37,9 %
1214.118 $+214.118 $1
LOCKHEED MARTIN CORPLMT→ 0Stark241.484 $-45.601 $
-15,9 %
1287.085 $+57.825 $
+25,2 %
1229.260 $-7.366 $
-3,1 %
1236.626 $-14.396 $
-5,7 %
1
MICRON TECHNOLOGY INCMU→ 0Sehr stark283.955 $+283.955 $1
Sila Realty Trust, Inc.SILA→ 0238.928 $-43.347 $
-15,4 %
1282.275 $-98.788 $
-25,9 %
1
SoFi Technologies, Inc.SOFI→ 0Neutral165.946 $-107.635 $
-39,3 %
1273.581 $-2.508 $
-0,9 %
1276.089 $+82.152 $
+42,4 %
1
CORNING INC /NYGLW→ 0Stark274.843 $+274.843 $1
TRUIST FINANCIAL CORPTFC→ 0Neutral256.316 $+3.437 $
+1,4 %
1252.879 $+21.970 $
+9,5 %
1230.909 $-30.008 $
-11,5 %
1260.917 $-12.882 $
-4,7 %
1
Celldex Therapeutics, Inc.CLDX→ 0Neutral241.865 $+35.685 $
+17,3 %
1206.180 $+206.180 $1
VISA INC.V→ 0Stark207.270 $-31.355 $
-13,1 %
1238.625 $+24.885 $
+11,6 %
1
HOME DEPOT, INC.HD→ 0Stark224.202 $+3.829 $
+1,7 %
1
ORACLE CORPORCL→ 0Stark223.867 $+223.867 $1
MPLX LPMPLX→ 0213.040 $-8.220 $
-3,7 %
1221.260 $+10.075 $
+4,8 %
1211.185 $+8.538 $
+4,2 %
1202.647 $-6.329 $
-3,0 %
1
SPACE EXPLORATION TECHNOLOGIES CORPSPCX→ 0218.017 $+218.017 $1
Rocket Companies, Inc.RKT→ 0Neutral163.163 $-54.637 $
-25,1 %
1217.800 $+4.620 $
+2,2 %
1213.180 $+57.200 $
+36,7 %
1
DAVITA INC.DVA→ 0Neutral211.578 $+211.578 $1
FS KKR Capital CorpFSK→ 0Stark173.914 $-13.756 $
-7,3 %
1187.670 $-136.736 $
-42,1 %
1
FS Credit Opportunities Corp.FSCO→ 0150.967 $-29.674 $
-16,4 %
1180.641 $-59.375 $
-24,7 %
1
ARBOR REALTY TRUST INCABR→ 0Neutral63.447 $-26.806 $
-29,7 %
190.253 $-586 $
-0,6 %
190.839 $-52.091 $
-36,4 %
1142.930 $+17.676 $
+14,1 %
1
176.298.332 $+21.356.775 $
+25,4 %
72156.602.679 $+1.984.641 $
+18,8 %
66156.570.926 $+2.660.459 $
-0,8 %
66151.871.591 $+11.664.291 $
+10,1 %
65
Erweitert ×