Investments: Chris Bulman Inc

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten). — Filter: Chris Bulman Inc
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
182.880.510 $+27.348.369 $
+45,0 %
68155.581.968 $+2.742.265 $
+43,7 %
64158.737.155 $+17.981.867 $
+44,6 %
64140.356.513 $+17.352.590 $
+51,7 %
63
COZAD ASSET MANAGEMENT INC→ 040.850.127 $+6.630.704 $
+19,4 %
134.219.423 $+6.333.021 $
+22,7 %
127.886.402 $+5.061.877 $
+22,2 %
122.824.525 $+5.623.592 $
+32,7 %
1
Innovator ETFs Trust→ 029.995.966 $+565.799 $
+1,9 %
129.430.167 $-230.348 $
-0,8 %
129.660.515 $+4.116.294 $
+16,1 %
125.544.221 $+1.263.334 $
+5,2 %
1
INVESCO QQQ TRUST, SERIES 1QQQ→ 018.753.930 $+5.579.752 $
+42,4 %
113.174.178 $-3.469.968 $
-20,8 %
116.644.146 $+2.102.642 $
+14,5 %
114.541.504 $+2.495.953 $
+20,7 %
1
Apple Inc.AAPL→ 0Neutral14.328.778 $+2.878.755 $
+25,1 %
111.450.023 $-1.343.824 $
-10,5 %
112.793.847 $+933.009 $
+7,9 %
111.860.838 $+2.022.909 $
+20,6 %
1
Brookstone Capital Management→ 010.094.950 $+967.844 $
+10,6 %
19.127.106 $-202.025 $
-2,2 %
19.329.131 $+917.305 $
+10,9 %
18.411.826 $+236.171 $
+2,9 %
1
FIRST TR EXCHANGE TRADED FD→ 04.424.753 $+3.684.498 $
+497,7 %
14.209.194 $+3.377.132 $
+405,9 %
17.305.554 $+6.345.425 $
+660,9 %
16.194.692 $+4.870.758 $
+367,9 %
1
SCHWAB STRATEGIC TRUST→ 06.790.609 $+1.321.987 $
+24,2 %
15.468.622 $+1.090.295 $
+24,9 %
14.378.327 $-1.589.384 $
-26,6 %
15.967.711 $+1.477.146 $
+32,9 %
1
VANGUARD SPECIALIZED FUNDS→ 05.519.556 $+5.082.392 $
+1.162,6 %
15.702.190 $+5.404.844 $
+1.817,7 %
16.122.692 $+5.707.727 $
+1.375,5 %
15.578.600 $+5.268.688 $
+1.700,1 %
1
iSHARES TRUST→ 06.004.868 $+638.386 $
+11,9 %
15.366.482 $-482.534 $
-8,2 %
15.849.016 $+2.759.808 $
+89,3 %
13.089.208 $-178.393 $
-5,5 %
1
FIRST TRUST EXCHANGE-TRADED FUND VIII→ 05.297.883 $+1.724.002 $
+48,2 %
13.573.881 $+890.853 $
+33,2 %
12.683.028 $+433.920 $
+19,3 %
12.249.108 $+303.602 $
+15,6 %
1
BlackRock Fund Advisors→ 03.124.457 $-79.150 $
-2,5 %
13.203.607 $-203.499 $
-6,0 %
13.407.106 $+239.762 $
+7,6 %
13.167.344 $-679.079 $
-17,7 %
1
Tesla, Inc.TSLA→ 0Schwach2.698.571 $+313.423 $
+13,1 %
12.385.148 $-74.371 $
-3,0 %
12.459.519 $+33.571 $
+1,4 %
12.425.948 $+1.177.070 $
+94,3 %
1
Victory Portfolios II→ 02.468.813 $+236.123 $
+10,6 %
12.232.690 $+103.609 $
+4,9 %
12.129.081 $+390.457 $
+22,5 %
11.738.624 $+677.954 $
+63,9 %
1
FIRST TRUST PORTFOLIOS LP→ 02.339.053 $+174.653 $
+8,1 %
12.164.400 $+125.976 $
+6,2 %
12.038.424 $+574.339 $
+39,2 %
11.464.085 $+557.324 $
+61,5 %
1
FIRST TR EXCHNG TRADED FD VI→ 02.281.063 $+1.881.984 $
+471,6 %
11.923.498 $+1.687.126 $
+713,8 %
12.057.313 $+1.515.715 $
+279,9 %
11.323.934 $+613.286 $
+86,3 %
1
Janus Detroit Street Trust→ 01.807.411 $-179.314 $
-9,0 %
1
COSTCO WHOLESALE CORP /NEWCOST→ 0Stark1.147.970 $-268.115 $
-18,9 %
11.416.085 $-123.329 $
-8,0 %
11.539.414 $-174.043 $
-10,2 %
11.713.457 $-110.102 $
-6,0 %
1
Alphabet Inc.GOOGL→ 0Neutral1.627.718 $+770.682 $
+89,9 %
1857.036 $+40.660 $
+5,0 %
1816.376 $+302.594 $
+58,9 %
1513.782 $+187.601 $
+57,5 %
1
ISHARES TR→ 01.503.322 $-777.741 $
-34,1 %
1575.461 $-5.126.729 $
-89,9 %
1541.598 $-231.359 $
-29,9 %
1535.520 $+320.819 $
+149,4 %
1
SPDR SERIES TRUST→ 01.057.150 $+119.804 $
+12,8 %
1937.346 $-540.934 $
-36,6 %
11.478.280 $-21.084 $
-1,4 %
11.499.364 $+362.375 $
+31,9 %
1
JAMES INVESTMENT RESEARCH, INC.→ 01.154.547 $-125.028 $
-9,8 %
11.279.575 $-108.038 $
-7,8 %
11.387.613 $+97.793 $
+7,6 %
11.289.820 $-358.751 $
-21,8 %
1
MICROSOFT CORPMSFT→ 0Neutral984.982 $+37.562 $
+4,0 %
1947.420 $-358.424 $
-27,4 %
11.305.844 $+34.832 $
+2,7 %
11.271.012 $-185.323 $
-12,7 %
1
NVIDIA CORPNVDA→ 0Neutral1.294.087 $+234.926 $
+22,2 %
11.059.161 $+169.337 $
+19,0 %
1889.824 $+210.646 $
+31,0 %
1679.178 $-1.060.902 $
-61,0 %
1
VANGUARD WORLD FUND→ 01.286.997 $+290.966 $
+29,2 %
1996.031 $-61.980 $
-5,9 %
11.058.011 $+14.534 $
+1,4 %
11.043.477 $+97.242 $
+10,3 %
1
INTUIT INC.INTU→ 0Neutral1.031.388 $-16.879 $
-1,6 %
11.048.267 $-156.019 $
-13,0 %
1
ALLSTATE CORPALL→ 0Stark991.258 $+127.480 $
+14,8 %
1863.778 $-3.375 $
-0,4 %
1867.153 $-27.079 $
-3,0 %
1894.232 $+55.575 $
+6,6 %
1
FIDELITY MERRIMACK STR TR→ 0740.255 $-29.851 $
-3,9 %
1832.062 $+256.601 $
+44,6 %
1960.129 $+115.043 $
+13,6 %
1845.086 $-5.349.606 $
-86,4 %
1
AMAZON COM INCAMZN→ 0Stark776.542 $+207.162 $
+36,4 %
1569.380 $-98.119 $
-14,7 %
1667.499 $+91.405 $
+15,9 %
1576.094 $+65.384 $
+12,8 %
1
NORTHERN LTS FD TR IV→ 0770.106 $+187.229 $
+32,1 %
1736.374 $-1.187.124 $
-61,7 %
1772.957 $-5.349.735 $
-87,4 %
1710.648 $-4.867.952 $
-87,3 %
1
VANGUARD TAX-MANAGED FDS→ 0691.212 $-4.828.344 $
-87,5 %
1444.383 $-291.991 $
-39,7 %
1414.965 $-6.890.589 $
-94,3 %
1309.912 $-225.608 $
-42,1 %
1
Keysight Technologies, Inc.KEYS→ 0Neutral586.780 $+109.524 $
+22,9 %
1477.256 $+132.406 $
+38,4 %
1344.850 $+46.580 $
+15,6 %
1298.270 $+17.712 $
+6,3 %
1
VANGUARD CALIF TAX FREE FDS→ 0582.877 $-108.335 $
-15,7 %
1
BlackRock Finance, Inc.→ 0555.332 $+555.332 $1
SELECT SECTOR SPDR TRUST→ 0554.866 $+58.373 $
+11,8 %
1496.493 $-810 $
-0,2 %
1497.303 $+41.912 $
+9,2 %
1455.391 $+216.556 $
+90,7 %
1
Palantir Technologies Inc.PLTR→ 0Neutral286.658 $-45.543 $
-13,7 %
1332.201 $-178.297 $
-34,9 %
1510.498 $-11.771 $
-2,3 %
1522.269 $+147.525 $
+39,4 %
1
AbbVie Inc.ABBV→ 0Neutral504.049 $+72.687 $
+16,9 %
1431.362 $+4.113 $
+1,0 %
1427.249 $+25.037 $
+6,2 %
1402.212 $-15.996 $
-3,8 %
1
Broadcom Inc.AVGO→ 0Stark502.112 $+181.745 $
+56,7 %
1320.367 $-11.218 $
-3,4 %
1331.585 $+33.670 $
+11,3 %
1297.915 $+95.304 $
+47,0 %
1
VANGUARD GROUP INC→ 0493.129 $-2.880 $
-0,6 %
1496.009 $-1.610 $
-0,3 %
1497.619 $-1.017 $
-0,2 %
1498.636 $+593 $
+0,1 %
1
Ancora Advisors LLC→ 0369.092 $-96.029 $
-20,6 %
1465.121 $+57.165 $
+14,0 %
1407.956 $+90.779 $
+28,6 %
1317.177 $+317.177 $1
Moloney Securities Asset Management, LLC→ 0445.355 $+25.775 $
+6,1 %
1419.580 $-24.213 $
-5,5 %
1443.793 $+119.409 $
+36,8 %
1324.384 $+66.645 $
+25,9 %
1
EXXON MOBIL CORPXOM→ 0Stark215.962 $-223.947 $
-50,9 %
1439.909 $+92.077 $
+26,5 %
1347.832 $+19.107 $
+5,8 %
1328.725 $+38.498 $
+13,3 %
1
J P MORGAN EXCHANGE TRADED F→ 0437.164 $-7.219 $
-1,6 %
1
J.P. Morgan Exchange-Traded Fund Trust→ 0434.472 $+434.472 $1
INTEL CORPINTC→ 0Neutral411.173 $+411.173 $1
APPLIED MATERIALS INC /DEAMAT→ 0Neutral407.752 $+88.205 $
+27,6 %
1319.547 $+44.114 $
+16,0 %
1275.433 $+74.673 $
+37,2 %
1200.760 $+200.760 $1
FIRST TR EXCHANGE-TRADED FD→ 0399.079 $-4.025.674 $
-91,0 %
1236.372 $-3.972.822 $
-94,4 %
1297.346 $-1.759.967 $
-85,5 %
1
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST→ 0373.412 $-97.531 $
-20,7 %
1
SPDR S&P MIDCAP 400 ETF TRUSTMDY→ 0368.550 $+45.368 $
+14,0 %
1323.182 $+323.182 $1
WELLS FARGO & COMPANY/MNWFC→ 0Schwach362.781 $+88.107 $
+32,1 %
1274.674 $+274.674 $1
HONEYWELL INTERNATIONAL INCHON→ 0Neutral299.942 $-40.880 $
-12,0 %
1340.822 $-14.713 $
-4,1 %
1355.535 $-37.334 $
-9,5 %
1
ELI LILLY & CoLLY→ 0Neutral352.755 $+88.374 $
+33,4 %
1264.381 $-92.035 $
-25,8 %
1
JOHNSON & JOHNSONJNJ→ 0Neutral343.830 $+41.188 $
+13,6 %
1302.642 $+26.793 $
+9,7 %
1275.849 $+275.849 $1
SPDR GOLD TRUSTGLD→ 0296.545 $-43.814 $
-12,9 %
1340.359 $+340.359 $1
AMERICAN EXPRESS COAXP→ 0Stark242.780 $-84.426 $
-25,8 %
1327.206 $+31.820 $
+10,8 %
1295.386 $+33.163 $
+12,6 %
1
CATERPILLAR INCCAT→ 0Sehr stark231.083 $-90.970 $
-28,2 %
1322.053 $+21.599 $
+7,2 %
1300.454 $+65.545 $
+27,9 %
1234.909 $+234.909 $1
Meta Platforms, Inc.META→ 0Neutral312.721 $+53.486 $
+20,6 %
1259.235 $-43.142 $
-14,3 %
1302.377 $+71.733 $
+31,1 %
1230.644 $-303.769 $
-56,8 %
1
EDISON INTERNATIONALEIX→ 0Stark308.256 $+90.625 $
+41,6 %
1217.631 $+217.631 $1
Dell Technologies Inc.DELL→ 0Stark306.110 $+306.110 $1
LOWES COMPANIES INCLOW→ 0Neutral221.818 $-51.369 $
-18,8 %
1273.187 $-11.912 $
-4,2 %
1285.099 $-19.538 $
-6,4 %
1304.637 $-75.194 $
-19,8 %
1
LAM RESEARCH CORPLRCX→ 0Stark301.214 $+301.214 $1
FIRST TRUST EXCHANGE-TRADED FUND IV→ 0298.335 $+39.511 $
+15,3 %
1258.824 $+8.031 $
+3,2 %
1250.793 $+250.793 $1
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC→ 0292.079 $+292.079 $1
AT&T INC.T→ 0Stark200.190 $-1.473 $
-0,7 %
1201.663 $-89.557 $
-30,8 %
1291.220 $+27.598 $
+10,5 %
1
RTX CorpRTX→ 0Neutral262.527 $-26.590 $
-9,2 %
1289.117 $+66.704 $
+30,0 %
1222.413 $+222.413 $1
EVERSOURCE ENERGYES→ 0Schwach285.536 $+83.007 $
+41,0 %
1202.529 $+202.529 $1
JPMORGAN CHASE & COJPM→ 0Stark278.039 $+278.039 $1
CUMMINS INCCMI→ 0Stark269.425 $+65.026 $
+31,8 %
1204.399 $-61.271 $
-23,1 %
1265.670 $+52.859 $
+24,8 %
1212.811 $-115.450 $
-35,2 %
1
Blackstone Inc.BX→ 0Neutral265.494 $+265.494 $1
JACOBS SOLUTIONS INC.J→ 0Neutral222.894 $-2.264 $
-1,0 %
1225.158 $-9.164 $
-3,9 %
1234.322 $-30.780 $
-11,6 %
1265.102 $+32.567 $
+14,0 %
1
UNION PACIFIC CORPUNP→ 0Stark264.220 $+41.660 $
+18,7 %
1222.560 $+3.888 $
+1,8 %
1218.672 $+218.672 $1
ORACLE CORPORCL→ 0Stark257.180 $+40.922 $
+18,9 %
1
GILEAD SCIENCES, INC.GILD→ 0Sehr stark243.053 $+25.308 $
+11,6 %
1217.745 $+11.865 $
+5,8 %
1205.880 $-26.145 $
-11,3 %
1
MCDONALDS CORPMCD→ 0Neutral211.614 $-28.447 $
-11,8 %
1240.061 $+2.718 $
+1,1 %
1237.343 $+32.948 $
+16,1 %
1
AMGEN INCAMGN→ 0Neutral237.575 $+27.453 $
+13,1 %
1210.122 $-12.630 $
-5,7 %
1222.752 $+222.752 $1
SMITH SHELLNUT WILSON LLC /ADV→ 0237.116 $+237.116 $1
Palo Alto Networks IncPANW→ 0Neutral216.199 $-10.022 $
-4,4 %
1226.221 $+226.221 $1
BANK OF AMERICA CORP /DE/BAC→ 0Neutral222.501 $+222.501 $1
US BANCORP \DE\USB→ 0Neutral213.274 $-8.134 $
-3,7 %
1221.408 $+16.561 $
+8,1 %
1204.847 $+204.847 $1
Series Portfolios Trust→ 0221.211 $+221.211 $1
LAS VEGAS SANDS CORPLVS→ 0Stark220.973 $+220.973 $1
KINDER MORGAN, INC.KMI→ 0Sehr stark213.795 $+213.795 $1
FORD MOTOR COF→ 0Neutral131.187 $-53.878 $
-29,1 %
1185.065 $-26.957 $
-12,7 %
1212.022 $+29.977 $
+16,5 %
1
ADVANCED MICRO DEVICES INCAMD→ 0Neutral208.546 $+4.918 $
+2,4 %
1
KEYCORP /NEW/KEY→ 0Sehr stark197.650 $-10.314 $
-5,0 %
1207.964 $+15.879 $
+8,3 %
1192.085 $+192.085 $1
VERIZON COMMUNICATIONS INCVZ→ 0Sehr stark207.462 $+207.462 $1
REALTY INCOME CORPO→ 0Stark207.456 $+207.456 $1
TRUIST FINANCIAL CORPTFC→ 0Sehr stark204.454 $+204.454 $1
PORTLAND GENERAL ELECTRIC CO /OR/POR→ 0Stark203.761 $+3.329 $
+1,7 %
1200.432 $+200.432 $1
HUNTINGTON BANCSHARES INC /MD/HBAN→ 0Sehr stark174.559 $-24.367 $
-12,2 %
1198.926 $-3.088 $
-1,5 %
1202.014 $+20.145 $
+11,1 %
1
PAYCHEX INCPAYX→ 0Stark201.775 $+201.775 $1
HEALTHPEAK PROPERTIES, INC.DOC→ 0Sehr stark197.791 $+197.791 $1
182.880.510 $+27.348.369 $
+45,0 %
68155.581.968 $+2.742.265 $
+43,7 %
64158.737.155 $+17.981.867 $
+44,6 %
64140.356.513 $+17.352.590 $
+51,7 %
63
Erweitert ×