Investments: Capstone Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Capstone Wealth Management, 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
100.995.960 $+60.713.823 $
+76,1 %
16240.486.463 $+2.636.113 $
-1,6 %
2538.489.690 $+3.213.697 $
+7,7 %
2535.795.763 $+5.141.014 $
+10,3 %
27
BBR PARTNERS, LLC→ 020.774.107 $+2.548.002 $
+14,0 %
118.226.105 $+1.720.695 $
+10,4 %
116.505.410 $+564.103 $
+3,5 %
115.941.307 $+2.420.235 $
+17,9 %
1
VANGUARD GROUP INC→ 07.867.098 $+1.107.472 $
+16,4 %
16.759.626 $+861.551 $
+14,6 %
15.898.075 $+1.485.251 $
+33,7 %
14.412.824 $+648.863 $
+17,2 %
1
Apple Inc.AAPL→ 0Neutral3.580.079 $+1.367.293 $
+61,8 %
12.212.786 $-160.110 $
-6,7 %
12.372.896 $+199.168 $
+9,2 %
12.173.728 $+430.798 $
+24,7 %
1
iSHARES TRUST→ 03.241.077 $+457.411 $
+16,4 %
12.783.666 $+35.665 $
+1,3 %
12.748.001 $+95.187 $
+3,6 %
12.652.814 $+105.921 $
+4,2 %
1
NVIDIA CORPNVDA→ 0Neutral2.779.650 $+1.996.420 $
+254,9 %
1783.230 $-57.139 $
-6,8 %
1840.369 $+68.861 $
+8,9 %
1771.508 $+116.639 $
+17,8 %
1
Alphabet Inc.GOOGL→ 0Neutral2.287.343 $+1.290.654 $
+129,5 %
1996.689 $-88.912 $
-8,2 %
11.085.601 $+282.804 $
+35,2 %
1802.797 $+226.968 $
+39,4 %
1
MICROSOFT CORPMSFT→ 0Neutral1.536.781 $+597.011 $
+63,5 %
1939.770 $-274.924 $
-22,6 %
11.214.694 $-34.395 $
-2,8 %
11.249.089 $+63.461 $
+5,4 %
1
MICRON TECHNOLOGY INCMU→ 0Stark1.382.839 $+1.382.839 $1
AMAZON COM INCAMZN→ 0Stark1.368.310 $+814.937 $
+147,3 %
1553.373 $-42.143 $
-7,1 %
1595.516 $+76.013 $
+14,6 %
1519.503 $+13.590 $
+2,7 %
1
ELI LILLY & CoLLY→ 0Neutral1.314.575 $+851.931 $
+184,1 %
1462.644 $-77.920 $
-14,4 %
1540.564 $+159.827 $
+42,0 %
1380.737 $-2.012 $
-0,5 %
1
Vulcan Materials COVMC→ 0Neutral1.040.205 $+80.075 $
+8,3 %
1960.130 $-45.556 $
-4,5 %
11.005.686 $-78.982 $
-7,3 %
11.084.668 $+165.017 $
+17,9 %
1
Broadcom Inc.AVGO→ 0Stark1.070.166 $+711.134 $
+198,1 %
1359.032 $-40.714 $
-10,2 %
1399.746 $+42.124 $
+11,8 %
1357.622 $+58.817 $
+19,7 %
1
JPMORGAN CHASE & COJPM→ 0Stark933.545 $+560.844 $
+150,5 %
1372.701 $-34.907 $
-8,6 %
1407.608 $+20.575 $
+5,3 %
1387.033 $+41.750 $
+12,1 %
1
HUNTINGTON BANCSHARES INC /MD/HBAN→ 0Sehr stark867.405 $+101.416 $
+13,2 %
1765.989 $+765.989 $1
Cadence BankCADE→ 0831.524 $+102.873 $
+14,1 %
1728.651 $+107.919 $
+17,4 %
1
WESTERN DIGITAL CORPWDC→ 0Stark807.981 $+807.981 $1
SOUTHERN COSO→ 0Stark752.982 $-3.674 $
-0,5 %
1756.656 $+76.701 $
+11,3 %
1679.955 $+22.272 $
+3,4 %
1657.683 $+103.085 $
+18,6 %
1
COMFORT SYSTEMS USA INCFIX→ 0Stark751.159 $+751.159 $1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark747.452 $+439.894 $
+143,0 %
1307.558 $+47.702 $
+18,4 %
1259.856 $-17.819 $
-6,4 %
1277.675 $-34.801 $
-11,1 %
1
BERKSHIRE HATHAWAY INCBRK-B→ 0Neutral726.066 $+455.797 $
+168,6 %
1270.269 $-13.226 $
-4,7 %
1283.495 $+955 $
+0,3 %
1282.540 $+9.537 $
+3,5 %
1
HOME DEPOT, INC.HD→ 0Stark684.905 $+684.905 $1
Meta Platforms, Inc.META→ 0Neutral674.258 $+352.149 $
+109,3 %
1322.109 $-51.502 $
-13,8 %
1373.611 $-42.048 $
-10,1 %
1415.659 $-2.100 $
-0,5 %
1
Snowflake Inc.SNOW→ 0Neutral624.034 $+624.034 $1
Walmart Inc.WMT→ 0Stark567.999 $-47.808 $
-7,8 %
1615.807 $+63.770 $
+11,6 %
1552.037 $+50.547 $
+10,1 %
1501.490 $+29.310 $
+6,2 %
1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach592.777 $+592.777 $1
Phillips 66PSX→ 0Stark586.265 $+586.265 $1
PG&E CorpPCG→ 0Neutral565.034 $+565.034 $1
TJX COMPANIES INC /DE/TJX→ 0Stark556.914 $+556.914 $1
GENERAL ELECTRIC COGE→ 0Stark556.484 $+556.484 $1
GENERAL MILLS INCGIS→ 0Stark537.486 $+537.486 $1
CENTENE CORPCNC→ 0Neutral528.348 $+528.348 $1
EXXON MOBIL CORPXOM→ 0Stark526.449 $+83.910 $
+19,0 %
1442.539 $+128.907 $
+41,1 %
1313.632 $+28.713 $
+10,1 %
1284.919 $+22.426 $
+8,5 %
1
ABBOTT LABORATORIESABT→ 0Neutral521.483 $+521.483 $1
GE Vernova Inc.GEV→ 0Neutral518.113 $+518.113 $1
TRAVELERS COMPANIES, INC.TRV→ 0Stark514.987 $+514.987 $1
Airbnb, Inc.ABNB→ 0Neutral506.002 $+506.002 $1
INTEL CORPINTC→ 0Neutral505.042 $+505.042 $1
Texas Roadhouse, Inc.TXRH→ 0Stark499.113 $+499.113 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral497.720 $+497.720 $1
T-Mobile US, Inc.TMUS→ 0Stark466.793 $+466.793 $1
Invesco Ltd.IVZ→ 0Sehr stark259.447 $-33.258 $
-11,4 %
1292.705 $-171.447 $
-36,9 %
1464.152 $+152.111 $
+48,7 %
1312.041 $+312.041 $1
Tesla, Inc.TSLA→ 0Schwach459.716 $+213.989 $
+87,1 %
1245.727 $-10.164 $
-4,0 %
1255.891 $+22.858 $
+9,8 %
1233.033 $+233.033 $1
Seagate Technology Holdings plcSTX→ 0Sehr stark459.340 $+459.340 $1
Viking Holdings LtdVIK→ 0452.907 $+452.907 $1
EDISON INTERNATIONALEIX→ 0Stark448.487 $+448.487 $1
CARPENTER TECHNOLOGY CORPCRS→ 0Neutral443.508 $+443.508 $1
Atlassian CorpTEAM→ 0Schwach442.703 $+442.703 $1
MOLINA HEALTHCARE, INC.MOH→ 0Sehr schwach433.844 $+433.844 $1
PNC FINANCIAL SERVICES GROUP, INC.PNC→ 0Stark433.840 $+433.840 $1
ACUITY INC. (DE)AYI→ 0Stark432.029 $+432.029 $1
Fortinet, Inc.FTNT→ 0Schwach430.750 $+430.750 $1
MID AMERICA APARTMENT COMMUNITIES INC.MAA→ 0Neutral425.156 $+425.156 $1
EMCOR Group, Inc.EME→ 0Neutral424.899 $+424.899 $1
EVERSOURCE ENERGYES→ 0Schwach422.852 $+422.852 $1
Johnson Controls International plcJCI→ 0Stark422.696 $+422.696 $1
Vertiv Holdings CoVRT→ 0Stark418.190 $+418.190 $1
TAKE TWO INTERACTIVE SOFTWARE INCTTWO→ 0Neutral414.467 $+414.467 $1
EOG RESOURCES INCEOG→ 0Neutral409.558 $+409.558 $1
NUCOR CORPNUE→ 0Stark406.864 $+99.372 $
+32,3 %
1307.492 $+10.920 $
+3,7 %
1296.572 $+52.256 $
+21,4 %
1244.316 $+12.051 $
+5,2 %
1
CUMMINS INCCMI→ 0Stark406.530 $+406.530 $1
INTERNATIONAL BUSINESS MACHINES CORPIBM→ 0Sehr schwach388.632 $+388.632 $1
CHEVRON CORPCVX→ 0Sehr stark386.884 $+386.884 $1
SYNOPSYS INCSNPS→ 0Schwach385.404 $+385.404 $1
BRISTOL MYERS SQUIBB COBMY→ 0Neutral384.153 $+384.153 $1
VERISIGN INC/CAVRSN→ 0Neutral382.874 $+382.874 $1
nVent Electric plcNVT→ 0Stark371.616 $+371.616 $1
DraftKings Inc.DKNG→ 0Schwach369.579 $+369.579 $1
TERADYNE, INCTER→ 0Neutral365.783 $+365.783 $1
Waste Connections, Inc.WCN→ 0Neutral365.551 $+365.551 $1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral364.231 $+364.231 $1
QUALCOMM INC/DEQCOM→ 0Stark363.297 $+363.297 $1
NEUROCRINE BIOSCIENCES INCNBIX→ 0Stark359.822 $+359.822 $1
CAPITAL ONE FINANCIAL CORPCOF→ 0Neutral356.502 $+356.502 $1
AMERIPRISE FINANCIAL INCAMP→ 0Stark352.135 $+352.135 $1
UNITEDHEALTH GROUP INCUNH→ 0Neutral350.792 $+350.792 $1
United Airlines Holdings, Inc.UAL→ 0Sehr stark344.191 $+344.191 $1
BOSTON SCIENTIFIC CORPBSX→ 0Neutral343.617 $+343.617 $1
HALLIBURTON COHAL→ 0Sehr stark343.574 $+343.574 $1
VISA INC.V→ 0Neutral340.002 $+340.002 $1
HUNT J B TRANSPORT SERVICES INCJBHT→ 0Sehr stark336.318 $+336.318 $1
AbbVie Inc.ABBV→ 0Neutral334.719 $+51.128 $
+18,0 %
1283.591 $-16.747 $
-5,6 %
1300.338 $-34.408 $
-10,3 %
1334.746 $+67.785 $
+25,4 %
1
AGILENT TECHNOLOGIES, INC.A→ 0Neutral328.621 $+328.621 $1
Nutanix, Inc.NTNX→ 0Neutral325.940 $+325.940 $1
LINDE PLCLIN→ 0Stark325.375 $+325.375 $1
Aon plcAON→ 0Neutral324.725 $+324.725 $1
CubeSmartCUBE→ 0Sehr stark322.336 $+322.336 $1
STRYKER CORPSYK→ 0Neutral319.395 $-20.451 $
-6,0 %
1
LAM RESEARCH CORPLRCX→ 0Stark317.631 $+317.631 $1
Zoom Communications, Inc.ZM→ 0Stark313.564 $+313.564 $1
Philip Morris International Inc.PM→ 0Neutral311.708 $+311.708 $1
Sandisk CorpSNDK→ 0Sehr stark311.501 $+311.501 $1
Hilton Worldwide Holdings Inc.HLT→ 0Schwach309.971 $+309.971 $1
Chubb LtdCB→ 0Stark309.733 $+309.733 $1
RBC Bearings INCRBC→ 0Neutral307.861 $+307.861 $1
WESTERN ALLIANCE BANCORPORATIONWAL→ 0Neutral303.236 $+303.236 $1
General Motors CoGM→ 0Sehr stark296.835 $+296.835 $1
MKS INCMKSI→ 0Neutral294.458 $+294.458 $1
OneMain Holdings, Inc.OMF→ 0Sehr stark292.046 $+292.046 $1
VANGUARD STAR FDS→ 0290.410 $+28.467 $
+10,9 %
1261.943 $+5.673 $
+2,2 %
1256.270 $+6.726 $
+2,7 %
1249.544 $+14.845 $
+6,3 %
1
MOODYS CORP /DE/MCO→ 0Neutral282.169 $+282.169 $1
CITIZENS FINANCIAL GROUP INC/RICFG→ 0Neutral278.318 $+278.318 $1
VEEVA SYSTEMS INCVEEV→ 0Neutral278.273 $+278.273 $1
AMETEK INC/AME→ 0Neutral277.505 $+277.505 $1
SEMPRASRE→ 0Sehr stark276.461 $+276.461 $1
APPLIED INDUSTRIAL TECHNOLOGIES INCAIT→ 0Neutral275.930 $+275.930 $1
VALERO ENERGY CORP/TXVLO→ 0Stark275.806 $+275.806 $1
ORACLE CORPORCL→ 0Stark273.609 $+273.609 $1
CITIGROUP INCC→ 0Neutral273.342 $+273.342 $1
EXPAND ENERGY CorpEXE→ 0Neutral271.473 $+271.473 $1
NORTHERN TRUST CORPNTRS→ 0Sehr stark270.321 $+270.321 $1
DOCUSIGN, INC.DOCU→ 0Stark268.563 $+268.563 $1
PROCTER & GAMBLE CoPG→ 0Neutral267.618 $+267.618 $1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral267.510 $+267.510 $1
SentinelOne, Inc.S→ 0Neutral267.193 $+267.193 $1
EQUINIX INCEQIX→ 0Neutral266.852 $+266.852 $1
STANLEY BLACK & DECKER, INC.SWK→ 0Neutral266.736 $+266.736 $1
FREEPORT-MCMORAN INCFCX→ 0Stark266.213 $+266.213 $1
CATERPILLAR INCCAT→ 0Sehr stark265.160 $+265.160 $1
ILLINOIS TOOL WORKS INCITW→ 0Sehr stark260.361 $+260.361 $1
ROSS STORES, INC.ROST→ 0Stark260.103 $+260.103 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark258.411 $+258.411 $1
Carnival Corp Ltd.CCL→ 0Stark257.673 $+257.673 $1
LyondellBasell Industries N.V.LYB→ 0Neutral256.932 $+256.932 $1
BIOGEN INC.BIIB→ 0Stark256.031 $+256.031 $1
MORGAN STANLEYMS→ 0Neutral247.085 $+247.085 $1
SYSCO CORPSYY→ 0Sehr stark246.979 $+246.979 $1
GENERAL DYNAMICS CORPGD→ 0Neutral244.426 $+244.426 $1
BOEING COBA→ 0Schwach243.962 $+243.962 $1
COLGATE PALMOLIVE COCL→ 0Sehr stark241.302 $+241.302 $1
Cigna GroupCI→ 0Sehr stark240.117 $+240.117 $1
L3HARRIS TECHNOLOGIES, INC. /DE/LHX→ 0Neutral238.284 $+238.284 $1
CHEMED CORPCHE→ 0Neutral237.062 $+237.062 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark234.052 $+234.052 $1
JABIL INCJBL→ 0Stark232.059 $+232.059 $1
Cloudflare, Inc.NET→ 0Schwach231.299 $+231.299 $1
ANTERO RESOURCES CorpAR→ 0Sehr stark227.040 $+227.040 $1
RTX CorpRTX→ 0Neutral226.917 $+226.917 $1
Roblox CorpRBLX→ 0Neutral225.949 $+225.949 $1
EQUIFAX INCEFX→ 0Stark225.382 $+225.382 $1
Dynatrace, Inc.DT→ 0Schwach224.117 $+224.117 $1
Burlington Stores, Inc.BURL→ 0Neutral219.226 $+219.226 $1
FEDEX CORPFDX→ 0Stark217.312 $+217.312 $1
MOLSON COORS BEVERAGE COTAP→ 0Stark213.332 $+213.332 $1
DELTA AIR LINES, INC.DAL→ 0Sehr stark212.140 $+212.140 $1
MUELLER INDUSTRIES INCMLI→ 0Sehr stark212.054 $+212.054 $1
IRON MOUNTAIN INCIRM→ 0Neutral211.696 $+211.696 $1
PROSPERITY BANCSHARES INCPB→ 0Stark210.984 $+210.984 $1
VERTEX PHARMACEUTICALS INC / MAVRTX→ 0Neutral210.614 $+210.614 $1
BlackRock, Inc.BLK→ 0Neutral210.582 $+210.582 $1
INTERNATIONAL PAPER CO /NEW/IP→ 0Stark209.588 $+209.588 $1
GRAPHIC PACKAGING HOLDING COGPK→ 0Stark209.245 $+209.245 $1
Jefferies Financial Group Inc.JEF→ 0Neutral209.016 $+209.016 $1
Hewlett Packard Enterprise CoHPE→ 0Neutral208.318 $+208.318 $1
Owens CorningOC→ 0Stark204.423 $+204.423 $1
LANDSTAR SYSTEM INCLSTR→ 0Stark204.328 $+204.328 $1
AT&T INC.T→ 0Stark204.326 $+3.951 $
+2,0 %
1200.375 $-5.083 $
-2,5 %
1
REPUBLIC SERVICES, INC.RSG→ 0Stark203.918 $+203.918 $1
NRG ENERGY, INC.NRG→ 0Stark203.754 $+203.754 $1
Permian Resources CorpPR→ 0Neutral203.651 $+203.651 $1
DOMINOS PIZZA INCDPZ→ 0Stark201.899 $+201.899 $1
CONAGRA BRANDS INC.CAG→ 0Neutral156.405 $+156.405 $1
NEWELL BRANDS INC.NWL→ 0Neutral65.139 $+65.139 $1
Snap IncSNAP→ 0Neutral65.042 $+65.042 $1
ZoomInfo Technologies Inc.GTM→ 0Stark62.213 $+62.213 $1
Origin Materials, Inc.ORGN→ 08.191 $-11.875 $
-59,2 %
120.066 $+1.370 $
+7,3 %
1
Gossamer Bio, Inc.GOSS→ 0Sehr schwach4.050 $+4.050 $1
100.995.960 $+60.713.823 $
+76,1 %
16240.486.463 $+2.636.113 $
-1,6 %
2538.489.690 $+3.213.697 $
+7,7 %
2535.795.763 $+5.141.014 $
+10,3 %
27
Erweitert ×