Investments: Boomfish Wealth Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Boomfish Wealth Group, 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
185.303.297 $+27.863.737 $
+11,2 %
79157.410.252 $+7.114.621 $
+17,0 %
76159.838.868 $+689.532 $
-2,9 %
77160.209.143 $+11.864.837 $
+16,8 %
79
NVIDIA CORPNVDA→ 0Neutral8.532.148 $+2.808.820 $
+49,1 %
15.723.328 $-351.209 $
-5,8 %
16.074.537 $+219.802 $
+3,8 %
15.854.735 $+194.870 $
+3,4 %
1
Alphabet Inc.GOOGL→ 0Neutral7.805.940 $+2.859.917 $
+57,8 %
14.946.023 $-402.047 $
-7,5 %
15.348.070 $+794.416 $
+17,4 %
14.553.654 $+1.058.562 $
+30,3 %
1
Apple Inc.AAPL→ 0Neutral7.376.683 $+2.898.501 $
+64,7 %
14.478.182 $-249.774 $
-5,3 %
14.727.956 $+554.363 $
+13,3 %
14.173.593 $+982.057 $
+30,8 %
1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral6.698.736 $+2.997.312 $
+81,0 %
13.701.424 $-209.310 $
-5,4 %
13.910.734 $+375.465 $
+10,6 %
13.535.269 $+487.596 $
+16,0 %
1
iSHARES TRUST→ 06.544.905 $+299.868 $
+4,8 %
16.245.037 $+570.182 $
+10,0 %
15.674.855 $+1.322.661 $
+30,4 %
14.352.194 $+133.542 $
+3,2 %
1
MICROSOFT CORPMSFT→ 0Neutral6.160.008 $+2.798.716 $
+83,3 %
13.361.292 $-894.151 $
-21,0 %
14.255.443 $-424.184 $
-9,1 %
14.679.627 $+365.246 $
+8,5 %
1
KLA CORPKLAC→ 0Stark6.146.779 $+1.997.224 $
+48,1 %
14.149.555 $+614.652 $
+17,4 %
13.534.903 $-8.491 $
-0,2 %
13.543.394 $+632.993 $
+21,7 %
1
AMAZON COM INCAMZN→ 0Stark5.193.081 $+1.489.719 $
+40,2 %
13.703.362 $-362.427 $
-8,9 %
14.065.789 $+276.550 $
+7,3 %
13.789.239 $+168.966 $
+4,7 %
1
ASML HOLDING NVASML→ 0Sehr stark4.935.801 $+1.065.769 $
+27,5 %
13.870.032 $+345.913 $
+9,8 %
13.524.119 $+1.239 $
+0,0 %
13.522.880 $+697.980 $
+24,7 %
1
Ancora Advisors LLC→ 04.565.692 $-157.804 $
-3,3 %
14.723.496 $+1.661.867 $
+54,3 %
13.061.629 $+3.061.629 $1
Broadcom Inc.AVGO→ 0Stark4.331.858 $+1.431.012 $
+49,3 %
12.900.846 $-212.444 $
-6,8 %
13.113.290 $+104.735 $
+3,5 %
13.008.555 $+195.466 $
+6,9 %
1
Arista Networks, Inc.ANET→ 0Neutral4.238.846 $+1.186.904 $
+38,9 %
13.051.942 $-151.086 $
-4,7 %
13.203.028 $-554.833 $
-14,8 %
13.757.861 $+543.588 $
+16,9 %
1
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM→ 0Sehr stark3.834.887 $+1.103.237 $
+40,4 %
12.731.650 $+1.385.417 $
+102,9 %
11.346.233 $+37.480 $
+2,9 %
11.308.753 $+250.365 $
+23,7 %
1
Meta Platforms, Inc.META→ 0Neutral3.572.942 $+819.821 $
+29,8 %
12.753.121 $-305.107 $
-10,0 %
13.058.228 $-291.297 $
-8,7 %
13.349.525 $+64.276 $
+2,0 %
1
Palo Alto Networks IncPANW→ 0Neutral3.541.152 $+809.940 $
+29,7 %
12.731.212 $-309.746 $
-10,2 %
13.040.958 $-357.053 $
-10,5 %
13.398.011 $+118.041 $
+3,6 %
1
Tesla, Inc.TSLA→ 0Schwach3.411.907 $+987.353 $
+40,7 %
12.424.554 $+1.036.718 $
+74,7 %
11.387.836 $+101.706 $
+7,9 %
11.286.130 $+244.205 $
+23,4 %
1
VISA INC.V→ 0Neutral3.409.362 $+471.171 $
+16,0 %
12.938.191 $-420.302 $
-12,5 %
13.358.493 $+66.543 $
+2,0 %
13.291.950 $-180.758 $
-5,2 %
1
THERMO FISHER SCIENTIFIC INC.TMO→ 0Neutral2.737.505 $-63.324 $
-2,3 %
12.800.829 $-506.771 $
-15,3 %
13.307.600 $+299.940 $
+10,0 %
13.007.660 $+564.337 $
+23,1 %
1
LOCKHEED MARTIN CORPLMT→ 0Stark2.918.884 $-359.067 $
-11,0 %
13.277.951 $+504.865 $
+18,2 %
12.773.086 $-90.996 $
-3,2 %
12.864.082 $+377.158 $
+15,2 %
1
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPD→ 0Sehr stark3.249.850 $+326.442 $
+11,2 %
12.923.408 $-88.619 $
-2,9 %
13.012.027 $+438.222 $
+17,0 %
12.573.805 $+273.583 $
+11,9 %
1
Mastercard IncMA→ 0Neutral3.196.451 $+294.490 $
+10,1 %
12.901.961 $-341.665 $
-10,5 %
13.243.626 $-2.425 $
-0,1 %
13.246.051 $+159.495 $
+5,2 %
1
LOWES COMPANIES INCLOW→ 0Neutral2.911.330 $-184.251 $
-6,0 %
13.095.581 $-6.504 $
-0,2 %
13.102.085 $-112.424 $
-3,5 %
13.214.509 $+468.905 $
+17,1 %
1
VEEVA SYSTEMS INCVEEV→ 0Neutral1.901.769 $-126.050 $
-6,2 %
12.027.819 $-459.186 $
-18,5 %
12.487.005 $-673.522 $
-21,3 %
13.160.527 $+224.283 $
+7,6 %
1
JPMORGAN CHASE & COJPM→ 0Stark3.061.517 $+375.543 $
+14,0 %
12.685.974 $+2.337.062 $
+669,8 %
1348.912 $-108.045 $
-23,6 %
1456.957 $+50.938 $
+12,5 %
1
ServiceNow, Inc.NOW→ 0Schwach1.753.186 $-273.307 $
-13,5 %
12.026.493 $-533.312 $
-20,8 %
12.559.805 $-464.235 $
-15,4 %
13.024.040 $-178.429 $
-5,6 %
1
Booking Holdings Inc.BKNG→ 0Neutral3.018.152 $+731.792 $
+32,0 %
12.286.360 $-407.541 $
-15,1 %
12.693.901 $-157.066 $
-5,5 %
12.850.967 $-119.056 $
-4,0 %
1
MERCADOLIBRE INCMELI→ 0Neutral2.912.721 $+538.777 $
+22,7 %
12.373.944 $-296.965 $
-11,1 %
12.670.909 $-325.048 $
-10,8 %
12.995.957 $-218.808 $
-6,8 %
1
Salesforce, Inc.CRM→ 0Neutral1.691.140 $-423.654 $
-20,0 %
12.114.794 $-825.440 $
-28,1 %
12.940.234 $+301.525 $
+11,4 %
12.638.709 $+76.882 $
+3,0 %
1
Intercontinental Exchange, Inc.ICE→ 0Sehr schwach2.623.356 $-276.024 $
-9,5 %
12.899.380 $-30.854 $
-1,1 %
12.930.234 $-5.054 $
-0,2 %
12.935.288 $-137.287 $
-4,5 %
1
EXXON MOBIL CORPXOM→ 0Stark2.336.863 $-592.520 $
-20,2 %
12.929.383 $+857.269 $
+41,4 %
12.072.114 $+30.147 $
+1,5 %
12.041.967 $+105.845 $
+5,5 %
1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral2.748.904 $-137.084 $
-4,7 %
12.885.988 $-20.050 $
-0,7 %
12.906.038 $+302.807 $
+11,6 %
12.603.231 $+269.047 $
+11,5 %
1
UNITED PARCEL SERVICE INCUPS→ 0Stark2.893.109 $+830.551 $
+40,3 %
12.062.558 $-79.818 $
-3,7 %
12.142.376 $+673.805 $
+45,9 %
11.468.571 $-300.390 $
-17,0 %
1
Fortinet, Inc.FTNT→ 0Schwach2.518.293 $-199.878 $
-7,4 %
12.718.171 $+114.714 $
+4,4 %
12.603.457 $-180.516 $
-6,5 %
12.783.973 $-79.347 $
-2,8 %
1
COSTAR GROUP, INC.CSGP→ 0Neutral2.318.032 $-417.412 $
-15,3 %
12.735.444 $+216.834 $
+8,6 %
1
MICROCHIP TECHNOLOGY INCMCHP→ 0Schwach2.539.272 $-119.375 $
-4,5 %
12.658.647 $+57.396 $
+2,2 %
12.601.251 $-123.677 $
-4,5 %
12.724.928 $-120.000 $
-4,2 %
1
Workday, Inc.WDAY→ 0Neutral1.435.252 $-330.231 $
-18,7 %
11.765.483 $-532.233 $
-23,2 %
12.297.716 $-353.925 $
-13,3 %
12.651.641 $+318.361 $
+13,6 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral2.629.549 $+444.876 $
+20,4 %
12.184.673 $-84.289 $
-3,7 %
12.268.962 $-175.360 $
-7,2 %
12.444.322 $+106.797 $
+4,6 %
1
UNITEDHEALTH GROUP INCUNH→ 0Neutral2.545.765 $+538.713 $
+26,8 %
12.007.052 $+88.423 $
+4,6 %
11.918.629 $-255.633 $
-11,8 %
12.174.262 $+566.242 $
+35,2 %
1
ADOBE INC.ADBE→ 0Schwach2.362.782 $-124.458 $
-5,0 %
12.487.240 $+118.761 $
+5,0 %
1
DOMINOS PIZZA INCDPZ→ 0Stark2.234.347 $+85.326 $
+4,0 %
12.149.021 $-296.680 $
-12,1 %
12.445.701 $-18.260 $
-0,7 %
12.463.961 $+58.944 $
+2,5 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral2.297.667 $-95.707 $
-4,0 %
12.393.374 $+339.130 $
+16,5 %
12.054.244 $+65.774 $
+3,3 %
11.988.470 $+351.146 $
+21,4 %
1
RTX CorpRTX→ 0Neutral2.313.912 $-36.588 $
-1,6 %
12.350.500 $+115.039 $
+5,1 %
12.235.461 $+5.534 $
+0,2 %
12.229.927 $+273.697 $
+14,0 %
1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral2.175.521 $+310.696 $
+16,7 %
11.864.825 $-210.897 $
-10,2 %
12.075.722 $+36.006 $
+1,8 %
12.039.716 $+144.850 $
+7,6 %
1
NEXTERA ENERGY INCNEE→ 0Sehr stark2.001.858 $-137.157 $
-6,4 %
12.139.015 $+324.561 $
+17,9 %
11.814.454 $+35.287 $
+2,0 %
11.779.167 $+167.381 $
+10,4 %
1
ENBRIDGE INCENB→ 0Stark2.071.201 $-17.141 $
-0,8 %
12.088.342 $+254.922 $
+13,9 %
11.833.420 $-189.824 $
-9,4 %
12.023.244 $+208.133 $
+11,5 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral2.065.716 $+872.396 $
+73,1 %
11.193.320 $+1.193.320 $1
PROCTER & GAMBLE CoPG→ 0Neutral2.048.438 $+71.284 $
+3,6 %
11.977.154 $+1.266.542 $
+178,2 %
1710.612 $-67.962 $
-8,7 %
1778.574 $-23.574 $
-2,9 %
1
AMGEN INCAMGN→ 0Neutral2.039.822 $+69.562 $
+3,5 %
11.970.260 $+140.716 $
+7,7 %
11.829.544 $+178.801 $
+10,8 %
11.650.743 $+52.419 $
+3,3 %
1
UNION PACIFIC CORPUNP→ 0Stark2.029.936 $+196.537 $
+10,7 %
11.833.399 $+102.528 $
+5,9 %
11.730.871 $-52.186 $
-2,9 %
11.783.057 $+114.422 $
+6,9 %
1
DIGITAL REALTY TRUST, INC.DLR→ 0Neutral1.837.822 $-27.429 $
-1,5 %
11.865.251 $+276.046 $
+17,4 %
11.589.205 $-215.516 $
-11,9 %
11.804.721 $+8.247 $
+0,5 %
1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral883.957 $-921.054 $
-51,0 %
11.805.011 $+276.163 $
+18,1 %
11.528.848 $-120.110 $
-7,3 %
11.648.958 $-141.992 $
-7,9 %
1
ECOLAB INC.ECL→ 0Neutral201.909 $-1.425.775 $
-87,6 %
11.627.684 $-90.841 $
-5,3 %
11.718.525 $+41.756 $
+2,5 %
1
Accenture plcACN→ 0Neutral779.741 $-454.019 $
-36,8 %
11.233.760 $-414.139 $
-25,1 %
11.647.899 $-48.956 $
-2,9 %
11.696.855 $+99.288 $
+6,2 %
1
PEPSICO INCPEP→ 0Sehr stark1.470.579 $-202.622 $
-12,1 %
11.673.201 $+189.897 $
+12,8 %
11.483.304 $-174.053 $
-10,5 %
11.657.357 $+98.504 $
+6,3 %
1
Air Products & Chemicals, Inc.APD→ 0Neutral1.436.078 $-151.022 $
-9,5 %
11.587.100 $-28.947 $
-1,8 %
1
Mondelez International, Inc.MDLZ→ 0Sehr stark1.258.569 $-322.171 $
-20,4 %
11.580.740 $-97.747 $
-5,8 %
1
ROPER TECHNOLOGIES INCROP→ 0Stark749.872 $-406.214 $
-35,1 %
11.156.086 $-210.490 $
-15,4 %
11.366.576 $-204.322 $
-13,0 %
11.570.898 $-83.164 $
-5,0 %
1
LINDE PLCLIN→ 0Stark1.505.445 $+102.444 $
+7,3 %
11.403.001 $+1.403.001 $1
PAYCHEX INCPAYX→ 0Stark979.563 $-134.503 $
-12,1 %
11.114.066 $-157.646 $
-12,4 %
11.271.712 $-223.691 $
-15,0 %
11.495.403 $-128.940 $
-7,9 %
1
MONOLITHIC POWER SYSTEMS, INC.MPWR→ 0Neutral1.367.154 $+40.920 $
+3,1 %
11.326.234 $+213.224 $
+19,2 %
11.113.010 $-109.600 $
-9,0 %
11.222.610 $+336.177 $
+37,9 %
1
FISERV INCFISV→ 0Stark508.109 $-69.923 $
-12,1 %
1578.032 $-119.260 $
-17,1 %
1697.292 $-641.130 $
-47,9 %
11.338.422 $+1.131.358 $
+546,4 %
1
NETFLIX INCNFLX→ 0Neutral1.287.842 $+105 $
+0,0 %
11.287.737 $+976.454 $
+313,7 %
1311.283 $-75.968 $
-19,6 %
1387.251 $-10.471 $
-2,6 %
1
DANAHER CORP /DE/DHR→ 0Neutral1.173.787 $+135.623 $
+13,1 %
11.038.164 $+251.111 $
+31,9 %
1
CADENCE DESIGN SYSTEMS INCCDNS→ 0Schwach719.488 $-188.591 $
-20,8 %
1908.079 $-88.739 $
-8,9 %
1996.818 $-106.841 $
-9,7 %
11.103.659 $+218.036 $
+24,6 %
1
Autodesk, Inc.ADSK→ 0Neutral692.718 $-174.389 $
-20,1 %
1867.107 $-163.008 $
-15,8 %
11.030.115 $-57.905 $
-5,3 %
11.088.020 $+132.687 $
+13,9 %
1
SCHWAB STRATEGIC TRUST→ 01.077.859 $+499.490 $
+86,4 %
1578.369 $+578.369 $1
Block, Inc.XYZ→ 0Neutral993.989 $-60.719 $
-5,8 %
11.054.708 $+151.307 $
+16,7 %
1
INTUITIVE SURGICAL INCISRG→ 0Neutral1.021.640 $+7.923 $
+0,8 %
11.013.717 $+1.013.717 $1
TRACTOR SUPPLY CO /DE/TSCO→ 0Neutral611.469 $-271.717 $
-30,8 %
1883.186 $-60.098 $
-6,4 %
1943.284 $-40.010 $
-4,1 %
1983.294 $+157.613 $
+19,1 %
1
HOME DEPOT, INC.HD→ 0Stark846.077 $+72.199 $
+9,3 %
1773.878 $-31.723 $
-3,9 %
1805.601 $-172.196 $
-17,6 %
1977.797 $+90.868 $
+10,2 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark586.297 $-8.228 $
-1,4 %
1594.525 $-4.627 $
-0,8 %
1599.152 $-343.750 $
-36,5 %
1942.902 $-154.906 $
-14,1 %
1
Honeywell Aerospace Inc.HONA→ 0865.970 $+865.970 $1
Palantir Technologies Inc.PLTR→ 0Neutral358.527 $-62.759 $
-14,9 %
1421.286 $-80.680 $
-16,1 %
1501.966 $-23.221 $
-4,4 %
1525.187 $+146.354 $
+38,6 %
1
KONINKLIJKE PHILIPS NVPHG→ 0501.529 $+60.345 $
+13,7 %
1
Walmart Inc.WMT→ 0Stark427.183 $-16.316 $
-3,7 %
1443.499 $+61.462 $
+16,1 %
1382.037 $+601 $
+0,2 %
1381.436 $+29.222 $
+8,3 %
1
DELTA AIR LINES, INC.DAL→ 0Sehr stark439.984 $+439.984 $1
SAIA INCSAIA→ 0Neutral420.318 $+181.448 $
+76,0 %
1238.870 $+16.836 $
+7,6 %
1222.034 $+18.469 $
+9,1 %
1203.565 $+203.565 $1
CHEVRON CORPCVX→ 0Sehr stark338.979 $-71.097 $
-17,3 %
1410.076 $+117.449 $
+40,1 %
1292.627 $-5.530 $
-1,9 %
1298.157 $+23.232 $
+8,5 %
1
COCA COLA COKO→ 0Neutral402.392 $+28.150 $
+7,5 %
1374.242 $+29.795 $
+8,7 %
1344.447 $+9.067 $
+2,7 %
1335.380 $-18.795 $
-5,3 %
1
CATERPILLAR INCCAT→ 0Sehr stark395.078 $+144.283 $
+57,5 %
1250.795 $+43.416 $
+20,9 %
1207.379 $-79.388 $
-27,7 %
1286.767 $+77.910 $
+37,3 %
1
AbbVie Inc.ABBV→ 0Neutral363.117 $+64.938 $
+21,8 %
1298.179 $-13.572 $
-4,4 %
1311.751 $-10.373 $
-3,2 %
1322.124 $+63.184 $
+24,4 %
1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral327.061 $-32.763 $
-9,1 %
1
JAMES INVESTMENT RESEARCH, INC.→ 0312.893 $+0 $
+0,0 %
1312.893 $+1.050 $
+0,3 %
1311.843 $-803 $
-0,3 %
1312.646 $-884.720 $
-73,9 %
1
SPDR SERIES TRUST→ 0269.528 $+34.780 $
+14,8 %
1234.748 $-11.287 $
-4,6 %
1246.035 $+5.766 $
+2,4 %
1240.269 $+17.329 $
+7,8 %
1
CANADIAN PACIFIC KANSAS CITY LTD/CNCP→ 0Neutral218.878 $-12.339 $
-5,3 %
1231.217 $-14.837 $
-6,0 %
1
SUSQUEHANNA INTERNATIONAL GROUP, LLP→ 0204.350 $+204.350 $1
Esperion Therapeutics, Inc.ESPR→ 0143.167 $+19.029 $
+15,3 %
1124.138 $-43.494 $
-25,9 %
1167.632 $+47.571 $
+39,6 %
1120.061 $+75.462 $
+169,2 %
1
Cardiol Therapeutics Inc.CRDL→ 0Neutral15.288 $-4.183 $
-21,5 %
119.471 $+19.471 $1
185.303.297 $+27.863.737 $
+11,2 %
79157.410.252 $+7.114.621 $
+17,0 %
76159.838.868 $+689.532 $
-2,9 %
77160.209.143 $+11.864.837 $
+16,8 %
79
Erweitert ×